Electro Optic Systems Holdings Limited · ASX:EOS
Electro Optic Systems — Investor Presentation (November 2025)
20 slides from Electro Optic Systems's investor presentation, Nov 20, 2025
Slide 1: Electro Optic Systems: The Counter-Drone Company
ELECTRO OPTIC SYSTEMS THE COUNTER-DRONE COMPANY INVESTOR UPDATE 20 NOVEMBER 2025 eos-aus.com
Slide 2: Effective Counter-Drone Strategies Require a Layered Response
EFFECTIVE COUNTER-DRONE STRATEGIES REQUIRE A LAYERED RESPONSE EOS has a wide range of effectors for a multi-layered counter-drone defence system 1 KM 2 KM 3 KM 4 KM 5 KM 6 KM 7 KM 8 KM 9 KM 10 KM WEAPON / RANGE Electronic Warfare (EW) EOS CURRENT FOCUS Remote Weapon System Interceptor NEW Drone CAPA
Slide 3: How Our Product Differentiates
HOW OUR PRODUCT DIFFERENTIATES The EOS Interceptor is unique in the market with high speed, agility and full autonomy KEY BENEFITS OF INTERCEPTOR TECHNOLOGIES → Agility Capable of moving very fast to defeat equally fast moving and agile threats → Range Able to operate up to 5km - beyond the current
Slide 4: Key Technical Data
KEY TECHNICAL DATA The New EOS Interceptor has very high speed and agility → FULLY AUTONOMOUS (with OOTL) INTERCEPTOR – SHORT RANGE (SR) - 1-2km range → KINETIC DEFEAT - Defeat of GROUP-1 UAVs → LOW COLLATERAL - Man-Portable or RWS Integration → AI TARGETING - Weight <2kg - Wingspan = 30cm → LOW COS
Slide 5: Interceptor Mission Phases
INTERCEPTOR MISSION PHASES 1. LAUNCH READY Interceptor housed vertically in smart launcher. Connected to C2 for initial target cueing 5
Slide 6: Interceptor Mission Phases
INTERCEPTOR MISSION PHASES The New EOS Interceptor has very high speed and agility 3. TARGET ACQUIRED Once within range Interceptor acquires target using onboard AI imaging infrared seeker. 2. VERTICAL LAUNCH Operator commands Interceptor to launch via C2. One or several depending on threats. Target
Slide 7: Interceptor Mission Phases
INTERCEPTOR MISSION PHASES 4. FLIGHT PURSUIT – Fire & Forget The New EOS Interceptor has very high speed and switches Interceptor agility to fully autonomous closed loop guidance with OOTL and pursues target with high speed and manoeuvrability Range: 5 km Altitude: 2 km+ Speed: 290 km/h 7 7
Slide 8: Interceptor Mission Phases
INTERCEPTOR MISSION PHASES The New EOS Interceptor has very high speed and agility 5. TERMINAL ENGAGEMENT Interceptor capable of engaging and neutralizing multiple Group I UAS in a single mission. Either 1-on- many or many-on-many mission depending on threat. Can be re-used/recovered depending on im
Slide 9: Interceptor Mission Phases
INTERCEPTOR MISSION PHASES 6. HIGH SPEED IMPACT Interceptor impacts target UAS at high-speed using kinetic energy to neutralise up to Group 2 UAS threats in 1-on-1 engagement. Limited defeat/damage of Group 3 threats is possible in low altitude and low velocity scenarios. 9
Slide 10: Interceptor – Intellectual Property
INTERCEPTOR – INTELLECTUAL PROPERTY Broad portfolio of IP across software, hardware, and integrated system design Software → Proprietary algorithms for sensor fusion, target classification, and threat prioritisation → ML/AI models for detection, tracking, including foundational ML training datasets
Slide 11: Transaction Summary
TRANSACTION SUMMARY This is a low cost acquisition of leading-edge technology, continuing our disciplined strategy approach EOS has agreed to buy the interceptor business → UK based business → Total investment of €5.5m (A$10m) → Small team of dedicated experts → Expected further 12-24 months of furt
Slide 12: Slinger - Best in Class in Cannon-Based Air Defence
SLINGER - BEST IN CLASS IN CANNON-BASED AIR DEFENCE We announced a new Slinger order for $20m on 17 November 2025 to a European customer M230LF EOS “Slinger” Product cannon → Traditional Kinetic drone kill → High accuracy - proven US trials Wind sensor → Initial evaluation orders received Example No
Slide 13: World-First 100kW High Energy Laser Weapon Export Contract
WORLD-FIRST 100KW HIGH ENERGY LASER WEAPON EXPORT CONTRACT In August 2025, EOS signed a €71.4m, (approx. A$125m) contract with The Netherlands DELIVERABLE - 100KW HIGH ENERGY LASER WEAPON SYSTEM, INCLUDING: → Container module for truck → Laser modules incl. seed oscillators → Beam Director and Mana
Slide 14: General Advantage of High-Energy Laser Weapons
GENERAL ADVANTAGE OF HIGH-ENERGY LASER WEAPONS Highest agility & effectiveness combined with lowest operations cost with a cost per shot of <$10 KEY CHARACTERISTICS OF LASER WEAPONS → Cost - Low cost per kill - overcome economic asymmetry favouring drone attack → Effectiveness → Defensive coverage o
Slide 15: Competitive Situation
COMPETITIVE SITUATION EOS is a global leader in 100kW HELW and has a IPR baseline that allows ready localisation Current Ongoing / Expected Remark IPR Baseline Power Level Development 300kW 1,000kW Shared Export restrictions by US Congress for > 50/100kW 100kW 100kW Shared Export restriction on expo
Slide 16: Summary and Outlook
SUMMARY AND OUTLOOK EOS has continued to execute its growth strategy. Markets are very strong and we plan to continue growing REMOTE WEAPONS SYSTEMS HIGH ENERGY LASERS SPACE INTELLIGENCE AND CONTROL SUMMARY OUTLOOK → Market conditions remain supportive → The recent announcement of an agreement 2025
Slide 17: Thank You for Your Interest
+E0s THANK YOU FOR YOUR INTEREST
Slide 18: Disclaimer and Important Notices
Disclaimer and Important Notices This announcement has been authorised for release to the ASX by CFO / COO of the company. CONTENT OF PRESENTATION FOR INFORMATION PURPOSES ONLY This presentation was prepared as at 20 November 2025 and is based on information available at that time, unless noted othe
Slide 19: Disclaimer and Important Notices
Disclaimer and Important Notices Presentation of Information All financial information has been prepared in accordance with Australian Accounting Standards. Certain financial data included in this presentation is ‘non IFRS financial information’. The Company believes that this non IFRS financial inf
Slide 20: Slide 20
Electro Optic Systems Holdings — Investor Presentation (November 2025) on 6ix