Slide 1: Build faster, stronger and greener with ARCEMY
For personal use only Build faster, stronger and greener with ARCEMY® AML3D Limited (ASX:AL3) 2026 Full Year Results Presentation August 2026 1
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility for any information, statement or representation contained in this presentation or any omission from it. AML3D has not carried out an audit or verified any of the information For personal use only contained herein. Any
Slide 3: 2026 Full Year Results Highlights
2026 Full Year Results Highlights EBITDA For personal use only Revenue Orders in hand $12.5m 70% $16.8m 87% ($4.2m) 35% an 35% improvement on the PCP Reflects strong delivery against ~$16.8m of orders in hand AML3D’s FY26 order book, that carried over from FY27. Second half year EBITDA profit of pea
Slide 4: AML3D Snapshot
AML3D Snapshot An industrial, digital manufacturer combining welding, metallurgical science, robotics and software to provide all-in-one, large scale, advanced metal 3D manufacturing solutions for Defense and commercial applications. For personal use only ARCEMY® metal 3D printing solution: Largest
Slide 5: Key Market Statistics
Key Market Statistics Capital Structure1 Share price and volume1 For personal use only Company name AML3D Limited ASX code AL3 Share price 13.0c Market capitalisation $73.8m Shares on issue 567.4m Performance rights 8.2m Unlisted Options 45.1m Cash at bank (30 June 2026) $26.7m Substantial sharehold
Slide 6: The AML3D Business
For personal use only Business The AML3D 6
Slide 7: The ARCEMY Advantage
The ARCEMY® Advantage Proprietary metal 3D printing technology that produces large scale, certified, industrial components competing AM technologies can’t and at a speed traditional manufacturing can’t. For personal use only Reduces inventory costs: Produces components on demand, where needed, to On
Slide 8: AML3D Technology Stack – Hardware
AML3D Technology Stack – Hardware ARCEMY® X is the flagship production system, supported by a range of customisable ARCEMY® variants optimised for enterprise and smaller format customer use cases. For personal use only Flagship production system ARCEMY systems scale and capability ARCEMY® X X Enterp
Slide 9: AML3D Technology Stack – Software
AML3D Technology Stack – Software AML3D’s proprietary software converts CAD models into qualified welding paths, operates ARCEMY® systems and captures real-time production data. For personal use only Software enables recurring fees, technical support and workflow data capture Installed base leverage
Slide 10: Revenue Model and Addressable Markets
For personal use only Revenue Model and Addressable Markets 10
Slide 11: Revenue Model – Three complimentary revenue streams
Revenue Model – Three complimentary revenue streams System sales expand the installed base and support recurring revenue, component manufacturing proves technology to drive system sales and recurring annual fees support system optimisation. For personal use only Capital Sales Revenue model fuels sal
Slide 12: Global manufacturing footprint
Global manufacturing footprint Expanding manufacturing base to access additional global defense and industrial manufacturing markets and align with the manufacturing requirements of the trilateral Australia, United Kingdom and USA (AUKUS) defense partners. For personal use only Establish European op
Slide 13: Market Growth
Market Growth Build on successful entry into the US and international defense markets to expand into industrial manufacturing for the Oil & Gas, Aerospace and Utilities sectors. For personal use only Leverage US operations to continue to accelerate ARCEMY® systems and contract manufacturing sales to
Slide 14: Growth Strategy and Outlook
For personal use only Growth Strategy and Outlook 14
Slide 15: AML3D's Growth Strategy
AML3D’s Growth Strategy Build on AML3D’s position as an OEM supplier of advanced additive manufacturing systems for Defense and industrial manufacturing applications, with recurring annual revenue streams. For personal use only Continue expansion of US operations to meet current US Navy demand Softw
Slide 16: Expanding Global Manufacturing
Expanding Global Manufacturing Increasing capacity drives higher revenues as the existing strong order book is delivered, surging demand in existing markets converts to orders and AML3D aligns with opportunities within AUKUS and additional globally significant markets. For personal use only Current
Slide 17: Growth Strategy – US
Growth Strategy – US Continue strong US defense system and component sales while expanding non-Defence opportunities across the Utilities, Oil & Gas, Marine, Aerospace and Energy sectors. For personal use only US Navy Letter of Intent confirms strong demand for 100 AM systems and 1600 AM parts by 20
Slide 18: AML3D ARCEMY Systems – Locations
AML3D ARCEMY® Systems – Locations For personal use only HII Newport News Shipbuilding Newport News, Virginia AML3D USA (6 Systems) Stow, Ohio Cogitic Oak Ridge National Lab Colorado Springs, Oak Ridge, Tennessee Colorado (1 System) (1 System) Queensland Uni Curtin University Brisbane, QLD Bentley, W
Slide 19: Growth Strategy – Europe
Growth Strategy – Europe Emerging European demand signals tracking the evolution of the US defense market and informs a growth strategy to scale up in Europe from initial UK Defense contracts. For personal use only Initial materials testing contract with BAE Systems in the UK creates an entry point
Slide 20: Growth Strategy – Australia
Growth Strategy – Australia Australian operations to support emergence of AUKUS demand in Australia, provide additional capacity to support US and European markets and progress R&D to maintain AML3D’s technology leadership. For personal use only Austrade classifies AML3D as one of the largest export
Slide 21: Outlook
Outlook Strong US demand to drive significant near-term growth; emerging European demand to support medium term growth supported by Australian manufacturing, technology leadership. For personal use only $16.8 million of orders in hand rolling over from FY26. Expansion of US operations and strong adv
Slide 22: AML3D Board and Leadership team
For personal use only AML3D Board and Leadership team 22
Slide 23: Boards
Boards Deep industry and corporate governance experience in Australia and the USA. For personal use only Noel Cornish AM Sean Ebert Andy Sales Peter Siebels Frederick J. Stefany Pete Goumas B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons (Electrical), GAICD, MBA MEng, MSc, CEng, CMatP Non-Executive Director,
Slide 24: Executive Leadership Team
Executive Leadership Team The right blend of manufacturing and broader corporate experience. For personal use only Sean Ebert Pete Goumas Hamish McEwin Jeremy Thomas Nick Aschberger Chief Executive Officer President & CEO Chief Financial Officer Senior VP, Global Sales Vice President Kaitlin Smith a
Slide 25: For more information, please contact
For personal use only For more information, please contact: AML3D Limited (ASX:AL3) Sean Ebert Hamish McEwin Managing Director Chief Financial Officer T: +61 429 550 593 T: +61 429 550 593 E: investor@aml3d.com E: investor@aml3d.com This presentation has been approved for release by the Board of AML