Highcom Limited · ASX:HCL
Highcom — Investor Presentation (February 2026)
15 slides from Highcom's investor presentation, Feb 11, 2026
Slide 1: Capital Raise Presentation
rsonal use only Capital Raise Presentation 11 February 2026
Slide 2: Executive Summary
Executive Summary ▪ HighCom is an Australian-based, global, specialist defence company that provides personnel protective systems Financial Snapshot and products to the government, law-enforcement, military, space and commercial sectors. ▪ The business is structured into two divisions: Shares on 102
Slide 3: Investment Highlights
Investment Highlights HighCom Group’s proprietary technology, trusted defence relationships and global reach, position the company to capture greater market share in the growing global Armour and counter-drone markets Proprietary XTclave® technology – A patented process that produces ultralight, thi
Slide 4: FY26 Update
FY26 Update • The reported H1 revenue of $10.9 million and an EBITDA loss of $5.0 to $5.8 million. The weaker result Revenue EBITDA was driven by the US Government shutdown and tariff-related uncertainty in the US market. rsonal use only 40 • Government and industry customers have advised they are p
Slide 5: Ballistic Protection Market
Ballistic Protection Market By Region By Application By Product Type rsonal use only 8% 9% 12% 8% North America 17% Defense Europe Body Armor Law Enforcement Asia Pacific Helmets Civil 30% 22% 6% MEA 59% Shields 61% Others 67% Latin America • North America remains the core demand area, over 67% of g
Slide 6: Divisions and Drivers
Divisions and Drivers HighCom Armour HighCom Technology Characteristics Drivers Characteristics Drivers rsonal use only • Proprietary XTclave® process • Rising defence and law- • Integrator of C-UAS and UAS creating lighter, stronger ballistic enforcement modernisation systems with sensor fusion and
Slide 7: What is the XTclave Advantage?
What is the XTclave® Advantage? Traditional methods The Leading Edge rsonal use only Oven Axial Press XTclaveTM Good Better Best • HighCom Armour currently use ovens to produce • HighCom Armour currently use pressing to • XTclave® is HighCom’s proprietary ultra-high high volume, high quality, but lo
Slide 8: What is HighCom Technology Advantage
What is HighCom Technology Advantage HighCom Technology has transitioned from a product-centric approach to a solutions-driven, technology integrator. This strategic shift positions the business to capture emerging opportunities in a rapidly evolving security landscape where co -design, interoperabi
Slide 9: Company Outlook
Company Outlook US • Pricing momentum and sales activity increased through January, with strong customer interest in HighCom armour products. rsonal use only Government • Shot Show engagement levels were very positive and materially higher than January 2025. Shutdown Channel / • Expanded direct sale
Slide 10: Capital Raising Overview
Capital Raising Overview Offer Size ▪ $7.0 million over two tranches rsonal use only ▪ Placement raising $7.0 million via the issue of 35.0 million fully paid ordinary shares pursuant to the Company’s available placement Offer Type capacity under ASX Listing Rules 7.1 and 7.1A for Tranche 1 (~$5.1m)
Slide 11: Equity Capital Raising Timetable
Equity Capital Raising Timetable Event Key Dates rsonal use only Placement Trading Halt lifted, announce completion of Placement Wednesday, 11 February 2026 Settlement of New Shares under Tranche 1 of Placement Friday, 13 February 2026 Allotment and Quotation of New Shares under Tranche 1 of the Pla
Slide 12: Important Information
Important Information This presentat ion is given on behalf of HighCom Limited (HighCom). Information in this presenta tion is for general informa tion purposes only, and is not an offer or invitation for subscript ions, purchase of recommenda tion of securit ies in HighCom. Certain stat ements in t
Slide 13: rsonal use only
This ASX announcement has been authorised for release by the Board. rsonal use only For General & Media Enquiries: Mr Geoff Knox Executive Chairman / Group Chief Executive Officer E: investors@highcom.group HighCom Limited | ABN 90 103 629 107 | 3 Faulding Street, Symonston, ACT 2609, Australia | Te
Slide 14: Shot Show
Shot Show rsonal use only HIGHCOM LTD | Investor Presentation 14
Slide 15: HCL - Management Team
HCL - Management Team • Geoff was appointed Executive Chairman and Group CEO in January 2026, bringing more than 40 years of global executive and board-level experience across defence, advanced manufacturing, infrastructure and asset-intensive rsonal use only Geoff Knox engineering businesses. • Mos