Electro Optic Systems Holdings Limited · ASX:EOS
Electro Optic Systems — Investor Presentation (May 2026)
37 slides from Electro Optic Systems's investor presentation, May 18, 2026
Slide 1: Electro Optic Systems: Capital Raising to Support Growth Opportunities
THE COUNTER DRONE COMPANY ELECTRO OPTIC SYSTEMS CAPITAL RAISING TO SUPPORT GROWTH OPPORTUNITIES 18 MAY 2026 eos-aus.com NOT FOR DISTRIBUTION TO US WIRE SERVICES OR RELEASE IN THE UNITED STATES
Slide 2: Disclaimer and Important Notices (1/3)
DISCLAIMER AND IMPORTANT NOTICES (1/3) This presentation is authorised for release by the EOS Board of Directors The following notice and disclaimer applies to this investor presentation (Presentation) and you are therefore advised to read this carefully before reading or making any other use of thi
Slide 3: Disclaimer and Important Notices (2/3)
DISCLAIMER AND IMPORTANT NOTICES (2/3) Financial data and rounding All dollar values are in Australian dollars (A$ or AUD) unless otherwise stated. This Presentation includes certain historical financial information as at 31 December 2025 unless stated otherwise (Financial Information). The Financia
Slide 4: Disclaimer and Important Notices (3/3)
DISCLAIMER AND IMPORTANT NOTICES (3/3) General disclaimer To the fullest extent permitted by law, the Company, each JLM, and each of their respective subsidiaries, affiliates, related bodies corporate and their respective officers, directors, employees, agents and advisors (Extended Parties) make no
Slide 5: Capital Raising to Meet Accelerating Demand
CAPITAL RAISING TO MEET ACCELERATING DEMAND Capital Raising of up to ~$175m, together with term debt facility, to fund the upfront consideration of MARSS acquisition and provide additional flexibility to accelerate growth 1 2 3 Accelerating structural demand for Integrated counter-drone Capital Rais
Slide 6: Overview of EOS
+E0s OVERVIEW OF EOS
Slide 7: Introduction
INTRODUCTION EOS’ growth strategy is focused on Counter-Drone and Space Control. The total illustrative order book is $726m, including ~$217m of acquired MARSS contracts KEY PRODUCT LINES COUNTER DRONE SPACE CONTROL REMOTE WEAPONS SYSTEMS HIGH ENERGY LASER WEAPONS MARSS C2 NiDAR SPACE INTELLIGENCE A
Slide 8: Counter Drone: Slinger Cannon-Based Air Defence
COUNTER DRONE: SLINGER CANNON-BASED AIR DEFENCE EOS continued to win orders, securing a new Slinger order for US$42m to a Middle East customer in March 2026 M230LF EOS “SLINGER” PRODUCT cannon → Traditional kinetic drone kill → High accuracy - proven US trials Wind sensor 4-Axis Sensor EXAMPLE NOTAB
Slide 9: Counter-Drone Success Requires a Layered Response
COUNTER-DRONE SUCCESS REQUIRES A LAYERED RESPONSE EOS has a wide range of effectors for multi-layered counter-drone systems We aim to enhance this with the acquisition of MARSS’ and its NiDAR Command & Control (C2) system 1 KM 2 KM 3 KM 4 KM 5 KM 6 KM 7 KM 8 KM 9 KM 10 KM 50-100 KM WEAPON / RANGE El
Slide 10: World-First 100kW High Energy Laser Weapon Export Contract
WORLD-FIRST 100KW HIGH ENERGY LASER WEAPON EXPORT CONTRACT In 2025, EOS signed a €71.4m, (approx. A$125m) contract with the Netherlands. The project is ahead of schedule. DELIVERABLE - 100KW SYSTEM, INCLUDING: → Container module for truck → Laser modules incl. seed oscillators → Beam Director and M
Slide 11: Growth Expansion: High Energy Laser Weapon
GROWTH EXPANSION: HIGH ENERGY LASER WEAPON Growth on track - New factory opened, Netherlands launch contract well underway, sales opportunity pipeline growing rapidly PRODUCTION CAPACITY EXPANSION → Formal opening of new Singapore manufacturing facility on 6 February 2026 → Expanding laser team, tec
Slide 12: Update on MARSS Acquisition
UPDATE ON MARSS ACQUISITION eos-aus.com
Slide 13: Recap on MARSS
RECAP ON MARSS The acquisition of MARSS is expected to transform EOS into fully integrated global counter-drone systems provider → Europe-based defence and security technology provider focused on surveillance, sensor fusion The Swarm Challenge The NiDAR Solution technology and integrated Command & C
Slide 14: Integrated Solution to Defend Against the Drone Threat
INTEGRATED SOLUTION TO DEFEND AGAINST THE DRONE THREAT Effective counter-drone systems need to include comprehensive sensors and effectors, and intelligent C2 systems Example Counter-Drone System Architecture Sensor Command & Defeat Analyse Detect Systems Control Systems Systems Electro Optical Comm
Slide 15: Updated Transaction Terms
UPDATED TRANSACTION TERMS In light of additional contracted orders, a strengthening outlook for MARSS and increased industry interest, EOS and the vendors have agreed certain amendments to the transaction terms → No change to asset perimeter ASSETS → Asset purchase of MARSS IP, technology and certai
Slide 16: Accelerating Demand Outlook
ACCELERATING DEMAND OUTLOOK
Slide 17: MARSS Business Update
MARSS BUSINESS UPDATE MARSS has secured new orders totalling €102m (~A$165m) from an existing customer in the Middle East1 → MARSS NiDAR system has successfully protected critical infrastructure targets in the Middle East against multiple Shahed drone and missile attacks → Customers have expressed d
Slide 18: Order Book Development
ORDER BOOK DEVELOPMENT Significant growth in pro-forma Total Contract Backlog (order book) to $726m, including new orders totalling €102m (~A$160m) from an existing customer in the Middle East to take MARSS existing order book to €135m (~A$217m) Recent Contract Wins Order Book Illustrative Post-Comp
Slide 19: Trading Update and Outlook
TRADING UPDATE AND OUTLOOK → Market backdrop and the volatile geopolitical environment remains supportive of demand → Strong engagement from customers in target regions - growing enquiries for Counter-Drone solutions (e.g. Slinger and High Energy Laser) → Significant contract wins in 2026 to date, i
Slide 20: Capital Raising
+E0s CAPITAL RAISING
Slide 21: Use of Proceeds
USE OF PROCEEDS Proceeds from the Capital Raising, together with the previously announced secured term loan facility provided by Washington H. Soul Pattinson, will be used to fund the upfront consideration of the MARSS acquisition and provide additional working capital and financial flexibility to p
Slide 22: Capital Raising Offer Summary
CAPITAL RAISING OFFER SUMMARY → A fully-underwritten $150m institutional placement (Placement) of approximately 18.8 million New Shares, representing ~9.7% of total EOS existing issued share capital1 OFFER STRUCTURE AND SIZE → Placement is made pursuant to the Company’s available placement capacity
Slide 23: Indicative Equity Raising Timeline
INDICATIVE EQUITY RAISING TIMELINE Event Date Record date for SPP (7:00pm) Friday, 15 May 2026 Announcement of Placement and SPP Monday, 18 May 2026 Announcement of the completion of the Placement, trading halt lifted and trading resumes on ASX Tuesday, 19 May 2026 Settlement of New Shares issued un
Slide 24: Appendix
+E0s APPENDIX
Slide 25: Remote Weapon Systems Product Range
REMOTE WEAPON SYSTEMS PRODUCT RANGE The EOS range of RWS products has wide application for Counter-Drone purposes, as well as traditional needs REMOTE WEAPON SYSTEMS PLATFORMS EFFECTORS RANGE OF APPLICATIONS R150 R400 SLINGER TRUCK CANON GRENADE LAUNCHER COUNTER DRONE PROTECTED VEHICLE HEAVY MACHINE
Slide 26: Space Warfare – EOS ATLAS Product Family
SPACE WARFARE – EOS ATLAS PRODUCT FAMILY We launched the ‘ATLAS’ brand during 2025 and are developing effectors to engage from ground against objects in space ATLAS products are being designed and developed to perform the following missions: → Blinding/Dazzling Satellite Sensors → Disabling/Defeatin
Slide 27: Key Risks
KEY RISKS This section describes the key business risks of investing in EOS, together with the risks relating to participation in the Equity Raising each of which may affect the value of the New Shares. It does not describe all the risks of an investment. Before investing in EOS, you should be aware
Slide 28: Key Risks
KEY RISKS Supply chain EOS’ supply chain is globally distributed and a majority of its production activity is outsourced to suppliers of components, assemblies and sub-systems. A failure or delay in the supply chain caused by, or in connection with, an individual supplier, shipping agent, government
Slide 29: Key Risks
KEY RISKS Product liability As with all new products, even after the granting of regulatory approval, there is no assurance that unforeseen adverse events or manufacturing defects will not arise in EOS' products. Adverse events could expose EOS to product liability claims or litigation, resulting in
Slide 30: Key Risks
KEY RISKS Human resources risks The Group’s ability to continue operating effectively depends on its ability to retain and attract (where required) high quality managers and staff with skills aligned to the future needs of the Group (such as personnel with high-level engineering skills), particularl
Slide 31: Key Risks
KEY RISKS M&A and joint ventures EOS has pursued and may in the future pursue strategic acquisitions or joint venture arrangements with strategic counterparties in the course of its business. EOS regularly considers such opportunities and may act quickly to finalise these opportunities where it expe
Slide 32: Key Risks
KEY RISKS GENERAL RISKS Market perceptions Shares are a speculative investment and are vulnerable to macroeconomic changes including sudden changes in the market's perception of a company’s value. Positive financial returns are not guaranteed, and the EOS share price may be affected by various facto
Slide 33: International Offer Restrictions
INTERNATIONAL OFFER RESTRICTIONS This document does not constitute an offer of New 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 outside Austral
Slide 34: International Offer Restrictions
INTERNATIONAL OFFER RESTRICTIONS 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 materials in co
Slide 35: International Offer Restrictions
INTERNATIONAL OFFER RESTRICTIONS United Kingdom This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulations 2024 (“POATRs”)) has been publi
Slide 36: Summary of Underwriting Agreement
SUMMARY OF UNDERWRITING AGREEMENT Overview EOS has entered into a placement underwriting agreement with the Joint Lead Managers in respect of the underwriting of the Placement by the Joint Lead Managers (the “Placement Underwriting Agreement”). The Placement Underwriting Agreement contains represent
Slide 37: Summary of Underwriting Agreement
SUMMARY OF UNDERWRITING AGREEMENT Termination of the Placement Underwriting Agreement by the Joint Lead Managers (2 of 2) A Joint Lead Manager may terminate its obligations under the Placement Underwriting Agreement if any of the following events occur on or before 5.00pm on the settlement date for
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