Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (September 2026)
27 slides from Titomic's investor presentation, Sep 2, 2026
Slide 1: Titomic: Manufacturing & Sustainment at Speed
2 September 2026 For personal use only Titomic: Manufacturing & Sustainment at Speed SCALING MISSION-CRITICAL MANUFACTURING AND SUSTAINMENT FOR DEFENSE, AEROSPACE, MARITIME, AND ENERGY
Slide 2: Disclaimer
Disclaimer Important notice and disclaimer revise any forward-looking statement in this presentation, or to reflect any change in provide, services to Titomic and to persons and entities with relationships with Titomic, for expectations, events, conditions or circumstances on which any such statemen
Slide 3: Investment Thesis | Reindustrializing America
Investment Thesis | Reindustrializing America Structural Manufacturing Crisis Differentiated Manufacturing Platform Recurring Production Growth For personal use only • Long lead times persist • Mission-critical manufacturing at speed • Qualification → LRIP → Production • Aging fleets drive demand •
Slide 4: Competitive differentiation
Competitive differentiation A differentiated manufacturing platform built for defense production at scale. For personal use only 01 02 03 04 Cost Advantage Speed Advantage Supply-Chain Advantage Scalability Advantage • Repair over replace reduces • Manufacture and repair • Eliminates reliance on • Q
Slide 5: Experienced leadership and senior advisory team
Experienced leadership and senior advisory team BOARD OF DIRECTORS LEADERSHIP TEAM STRATEGIC ADVISORY GROUPS (U.S. & EU) For personal use only Michael Kirkpatrick John P. Stopher (PhD) John Schumacher Chairman of DESE Former Principal Assistant to Former NASA Chief of Research, Inc., the Secretary o
Slide 6: Path to Commercialization
Path to Commercialization A decade of technology development, refocused since 2024 into a U.S.-led defense industrial manufacturer. For personal use only WE ARE HERE 2014–17 2021–23 2024 2025 2026 2027 Technology Strategic Leadership Platform built Commercial inflection Production scale foundation r
Slide 7: Platform
Platform Mission-critical manufacturing, repair, and production solutions for defense, aerospace, and industrial customers. For personal use only 01 02 03 Mission-Critical Products Sustainment & Repair Services Low-Rate to Scaled Production • Components for missiles, • Aircraft, naval & industrial r
Slide 8: End Markets
End Markets Large, mission-critical markets supported by long-term production and sustainment demand. For personal use only Defense Primes & OEMs Government Depots & MROs Energy & Industrial Operators Missiles Hypersonics Naval sustainment Aircraft MRO Oil & gas Energy infrastructure Propulsion Spac
Slide 9: Commercialization Roadmap
Commercialization Roadmap From qualification activity to recurring sustainment and positive free cash flow — a staged portfolio of defense, aerospace, maritime and energy opportunities. For personal use only FY26 1Q27 2Q27 FY27 Commercialization Production Ramp Commercial Expansion Production Scale
Slide 10: Equity Raising Overview
Equity Raising Overview For personal use only • Non-underwritten institutional placement of fully paid ordinary shares in Titomic (New Shares) to sophisticated and professional investors to raise $16.5 million (Placement or the Offer) via the issue of Offer Structure & Size ~126.9 million New Shares
Slide 11: Financial Highlights & Milestones
Financial Highlights & Milestones USE OF PROCEEDS (A$M) 16.5m 2026 RAISE NEAR-TERM MILESTONES 6.0 For personal use only Facility & equipment expansion Q3–Q4 2026 EXIM US$10M facility; further prime & government awards Working capital & reserve 6.0 1.1 1Q 2027 LRIP programs commence Technical hires f
Slide 12: Timetable
Timetable For personal use only Event Date Trading Halt Monday, 31 August 2026 Placement bookbuild conducted Tuesday, 1 September 2026 Trading halt lifted, announce completion of Placement Wednesday, 2 September 2026 Settlement of New Shares under the Placement Monday, 7 September 2026 Allotment and
Slide 13: Summary
Summary For personal use only THE OPPORTUNITY OUR CUSTOMERS • Structural manufacturing & sustainment bottleneck U.S. & allied defense primes • Long lead times and constrained supply chains Government depots & MROs • Mission-critical production in weeks, not months 100+ leading commercial & industria
Slide 14: Appendix A
For personal use only APPENDIX A
Slide 15: Potential EXIM Non-Dilutive Financing
Potential EXIM Non-Dilutive Financing Potential non-dilutive financing with EXIM Bank for a US$10 Million Debt Facility Under "Make More in America" Initiative For personal use only Key Proposed Terms as at the date of this Investor Presentation: Potential US$10 million debt facility from the Expo
Slide 16: Appendix B: Key Risks
For personal use only APPENDIX B: KEY RISKS
Slide 17: Key risks
Key risks COMPANY SPECIFIC RISKS A list of the key risk factors affecting the Company is provided below. The occurrence of any one of the risks below could adversely impact the Company’s operating and financial performance and prospect. FAILURE TO ATTRACT The success of the Company’s business relies
Slide 18: Key risks (cont'd)
Key risks (cont’d) REGULATION AND The Company is subject to regulation relating to export control compliance and quality regulations applicable to the manufacture of its products and various reporting regulations. COMPLIANCE RISK There can be no guarantee that the regulatory environment in which the
Slide 19: Key risks (cont'd)
Key risks (cont’d) DEVELOPMENT RISKS The Company is currently investing into new research and development initiatives and new technologies. While the Company is not presently aware of any potential problems, the commerciality of new technologies and products based on innovative and new technology is
Slide 20: Key risks (cont'd)
Key risks (cont’d) GENERAL RISKS PRICE OF SHARES The Company is subject to general market risk that is inherent in all securities listed on a stock exchange. This may result in fluctuations in the share price that are not explained by the Company’s fundamental operations and activities. For personal
Slide 21: Key risks (cont'd)
Key risks (cont’d) ESG RISKS The Company is exposed to risks resulting in changes to legal or regulatory requirements around ESG issues. ESG issues have had increasing focus and where the Company is required to meet or implement certain ESG standards, it could have adverse effect on the business, fi
Slide 22: Key risks (cont'd)
Key risks (cont’d) STRATEGIES There are no limits on strategies that the Company may pursue. The strategy may evolve over time for reasons including but not limited to, market developments and trends, technical challenges, the emergence of new or enhanced technology, changing regulation and/or indus
Slide 23: Key risks (cont'd)
Key risks (cont’d) EXIM / OSC The Company is pursuing potential non-dilutive funding from the Export-Import Bank of the United States (EXIM Bank) under its "Make More in America" initiative, and also from CONDITIONAL the Office of Strategic Capital (OSC). These discussions remain ongoing, and no bin
Slide 24: Appendix C: International Offer Restrictions
For personal use only APPENDIX C: INTERNATIONAL OFFER RESTRICTIONS
Slide 25: International Offer Restrictions
International Offer Restrictions This document does not constitute an offer of new ordinary shares of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any country outsid
Slide 26: International Offer Restrictions (cont'd)
International Offer Restrictions (cont’d) SINGAPORE This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and any other document or materi
Slide 27: Titomic contact details
T I T O M I C U S A For personal use only Jim Simpson Geoff Hollis CEO & MANAGING DIRECTOR CFO +1 714 262 9469 +61 438 168 008 jim.simpson@titomic.com geoff.hollis@titomic.com TITOMIC USA T I T O M I C A PA C TITOMIC EUROPE GLOBAL HEADQUARTERS 1/371 Ferntree Gully Road Mars 14 15091 AL Highway 20 Mo