Anteotech Ltd · ASX:ADO
Anteotech — Gold Coast Investment Showcase 2026
22 slides from Anteotech's conference presentation, Jun 11, 2026
Slide 1: Investor Briefing
Investor Briefing Gold Coast Investment Showcase Merrill Gray – MD & CEO 11 JUNE 2026
Slide 2: Disclaimer
Disclaimer IMPORTANT INFORMATION The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (ASX: ADO) (AnteoTech). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordin
Slide 3: An Advanced Chemical and Materials Company
An Advanced Chemical and Materials Company Performance enhancing chemicals used in Next Generation Lithium-ion Batteries (LIB) and Diagnostics INTRODUCITON Life Sciences • Diagnostic immunoassays market: US$ 56 B p.a. Specialising in revenue , 9% CAGR (2024)1,2 surface modification Delivering Advanc
Slide 4: AnteoTech's Products and Technology
AnteoTech’s Products and Technology Two commercial businesses in markets with ~US$60 billion p.a. in sales annually INTRODUCITON Record level requests for samples Life Sciences Advanced Battery Technologies - AnteoBind NXT - Anteo X ® - New Products for launch in FY2027 Cross linking performance add
Slide 5: Capital Structure and Corporate Overview
Capital Structure and Corporate Overview Market Capitalisation Capital Structure (as at 9 June 2026) INTRODUCITON Directors Cash in Bank $12.8 million (Pro-forma 31 March 20264 Glenda McLoughlin +$9.5 m option exercise 29 May, net of fees) Non-Executive Chair Investment Banker with $88m Shares 3,259
Slide 6: AnteoTech Investment Proposition
AnteoTech (ASX:ADO) Investment Proposition $12.8 million cash, with Revenues and no debt (Pro-forma 31 March 20264) INTRODUCITON Two commercial businesses addressing markets exceeding US$60 B4 Record samples requests and evaluations and growing qualified sales pipeline Independent, third-party valid
Slide 7: Progress Against FY2026 Strategy
At 11 June 2026: Progress Against FY2026 Strategy 19 ABT samples & 14 LS samples under evaluation INTRODUCITON Wyon evaluation of Ultranode 70 Large Life Sciences anode proceeding company collaboration CLIA 2 x Ultranode 95 Drone anode JDAs under negotiation Black Diamond • South Korea: Structures j
Slide 8: Anatomy of a Lithium-ion Battery (LIB)
Anatomy of a Lithium-ion Battery (LIB) Electrochemical unit schematic ANODE (-) Copper foil (current collector) Discharging the battery Anode material coating: graphite, binders and Li+ additives e- Separator (porous Polypropylene or Polyethylene) Cathode material coating: NCM or LFP or LCO, binders
Slide 9: Ultranode brings silicon's potential into LIB
Ultranode brings silicon’s potential into LIB Silicon stores around 10 x more Li+ by weight and 3 x more Li+ by volume than graphite A D V A N C E D BATTERY T E C H N O L O G I E S Active material Specific active type material capacity versus Elemental 3,579 mAh/g * micro Silicon (Si) Si/C (silane)
Slide 10: Leading in High Silicon Anode Technology
Leading in High Silicon Anode Technology ADVANCED B A T T E R Y TECHNOLOGIES Application Automotive & 3C Markets and UAS, Drones and eVTOLs Micro-mobility Defence Ultranode technology Ultranode® X Ultranode® 70 Ultranode® 95 Cycle life High (>1,000 @ 80%) Medium (>500 @ 80%) Medium (>200 @ 80%) Coat
Slide 11: Ultranode – Superior Energy and Flight Time
Ultranode 95 – Superior Energy and Flight Time. High capacity and cost-effective anode technology ADVANCED BATTERY TECHNOLOGIES Ultranode 95’s unique Value Proposition Superior Wh/kg at anode/cell level >2,400mAh/g of anode coating capacity possible At cell level, Specific Energy (Wh/kg) of >390 pos
Slide 12: Leading in Cross-linking Performance Additive
Leading in Cross-linking Performance Additive S ADVANCED BATTERY TECHNOLOGIES ® ANTEO S SiMRAX Cross-linker for Ceramic Coated Cross-linker for Anteo X + SWCNT Combination Separators (CCS) Silicon Anodes Product for Silicon Anodes Safer and Thinner Separators Improved Performance All-in-one solution
Slide 13: New market opportunities with Anteo S
New market opportunities with Anteo S • Anteo S is used in ceramic coatings on separators to: ADVANCED BATTERY TECHNOLOGIES - Improve thermal stability - Reduce thermal runaway and fires - Improve puncture resistance • Anteo S potential lies in high volume sales for ESS and EVs Separator use by end
Slide 14: Life Sciences Market development
Indian, Japanese, South Korean and US Life Sciences Market development LIFE SCIENCES • Chemiluminescence (CLIA) White Paper published March 2026 showing AnteoBind NXT activation to outperform market incumbents: - Up to 1.8 x higher signal-to-blank (improved sensitivity) - Up to 6 x lower antibody us
Slide 15: CLIA Market Entry Opportunity
CLIA Market Entry Opportunity LIFE SCIENCES • Global CLIA market estimated as US$13 billion p.a. in sales in 20245 • Consumables 66% of the market6 • Antibodies plus CLIA particles 50% to 90% of total Consumables • AnteoTech is positioned to move up the value chain7 Source: https://www.technologynet
Slide 16: CLIA Market Entry Strategy
CLIA Market Entry Strategy • AnteoTech is assessing the supply of CLIA activation kits to immunoassay manufacturers LIFE SCIENCES • Delivering customers with simplified, high performance, lower cost activation solutions • Each kit is expected to contain: - Magnetic particles sourced through AnteoTec
Slide 17: Commercial Execution
Commercial Execution SUMMARY Solid sales pipeline built and being progressed US military drone market focus • BIC validation of Ultranode 95’s performance for drones in commercial cell format achieved • 2 x JDAs with US battery manufacturers for drones in progress Wyon validation of Ultranode 70 for
Slide 18: Short Term Targets – Progress made, Growing Momentum
Short Term Targets – Progress made, Growing Momentum LOOKING FORWARD Advanced Battery Life Sciences Technologies Corporate • New customers in India • Drone anode JDAs secured in • Product/Sales Distributor the US network expansion • CLIA market entry – Secure strategic partnerships and/or • Develop
Slide 19: Come and see us at our Booth!
Come and see us at our Booth! Contact: Merrill Gray investors@anteotech.com +61 (07) 3219 0085 www.anteotech.com
Slide 20: Continued delivery on FY2026 Strategy (Reviewed and refined)
Continued delivery on FY2026 Strategy (Reviewed and refined) Existing markets where opportunities will continue to be pursued New opportunities being targeted and pursued Strategy Life Sciences Advanced Battery Technologies • Targeted sales growth through • Further expand Serum Institute of existing
Slide 21: The Global Drone Battery Market
The Global Drone Battery Market A large market with several very different use or end application cases ADVANCED BATTERY TECHNOLOGIES Agricultural, Logistics and Cargo Short Endurance to Construction Drones Long Endurance ISR Drones and Industrial + Drones High Energy Cargo Drones ULTRANODE 95 Targe
Slide 22: Rapidly Growing Drone Battery Market
Rapidly Growing Drone Battery Market Potential USA Market Opportunity >US$1.4 Billion ADVANCED BATTERY TECHNOLOGIES 45 Drone Battery Market Size • Global market size 2024: US$8.1billionA 40 2025 to 2034 • Projected market size by 2034: US$42 billion (CAGR: >18%)A 35 • US market by 2034: ~1/3 of tota