Fbr Limited · ASX:FBR
Fbr — Investor Presentation (October 2026)
21 slides from Fbr's investor presentation, Oct 26, 2026
Slide 1: FBR Corporate Presentation
FBR Corporate Presentation October 2026 rsonal use only
Slide 2: The Problem FBR Solves
The Problem FBR Solves 01 02 03 04 rsonal use only The world is running out Big jobs need big Automation stops at the Long booms wobble, but of skilled workers automation factory door the work must be precise • Bricklayers, welders and • Homes, ships, mining • Factory robots depend on • Reaching acr
Slide 3: About FBR
About FBR rsonal use only • Global Leader in Robotics: ASX-listed Perth-based company with large scale robotic technology and proven products • Breakthrough innovation: Proprietary Dynamic Stabilisation Technology® (DST®), enables precise control of large robotic systems, even in uncontrolled enviro
Slide 4: Machine Design & Fabrication
Machine Design & Fabrication Simulation rsonal use only Robot Assembly Wiring & Electronics Software Integration & Remote & On -site Commissioning Operations & Support
Slide 5: Core technology – DST®
Core technology – DST® Sense rsonal use only Move Estimate Plan Compare Our machines perform this loop up to 1000 times a second Sensors vary by application Proprietary algorithms are used for sensor fusion and motion planning to reject noise and stabilise motion
Slide 6: Applied DST®
Applied DST® rsonal use only Mantis Hadrian® DST® welding at up to 8m reach DST® bricklaying at 32m reach • Long-reach, millimetre-accurate welding is only possible because • Accurately placing blocks from a 32m boom on an open, windy building site DST® cancels boom flex and vibration in real time i
Slide 7: Bricklaying robot
Bricklaying robot rsonal use only • Powered by DST® • Precision bricklaying in uncontrolled environments • Operated by tablet • Lays blocks up to 600mm x 400mm x 300mm • Lays up to 350 blocks per hour • Builds walls of a house in a day • Key enabler of robotically constructed homes • Units sold to t
Slide 8: Target Market Analysis
Target Market Analysis Dollar figures in US$ rsonal use only Housing Starts (per Masonry Parameter All markets (estimate) Market Addressable Starts with Hadrian year) Share Addressable housing starts per year (brick/block) 13,777,750 Australia1 175,000 – 240,000 70% 122,500 – 168,000 United Kingdom2
Slide 9: Future platform applications
Future platform applications • Existing Hadrian® platform can be modified to rsonal use only handle a wide range of other applications • Roof tiling • Cladding installation • Solar panel installation • Humanoid hybrid for intricate tasks • Surface treatment FBR Limited | Corporate Presentation | Oct
Slide 10: Completed projects
Completed projects • United States: rsonal use only • 10 residential builds in Florida • House completed in one shift by a crew of 3 • Western Australia: • 16 townhouse development • 8 townhouse development • 6 single storey freestanding homes • 1 large commercial centre • 1 large childcare centre F
Slide 11: Welding robot
Welding robot rsonal use only • Powered by DST® • Precision welding with long reach • 8m reach • Holds 2 x 250kg wire drums • Single and/or tandem weld torches • Easy to program • Australian made, with support local to each customer’s region • Installed and commissioned in 2 days • First unit sold t
Slide 12: Target Facility Analysis
Target Facility Analysis Facility Type Estimated Global Count rsonal use only Major commercial shipyards1 280 – 320 Heavy structural steel fabricators2 5,000 – 10,000 Mining equipment manufacturers3 400 – 800 Pressure vessel manufacturers4 5,000 – 8,000 (ASME/PED certified) Bridge and infrastructure
Slide 13: Go to market
Go to market rsonal use only • Engaged with major local and international shipbuilders and heavy industrial market incumbents for Mantis • Targeting major Korean shipyards • First Mantis unit sold to USA • Non-exclusive US distributor agreement with Industrial Robotics • Industrial distributor asses
Slide 14: Mantis in action
Mantis in action rsonal use only FBR Limited | Corporate Presentation | October 2026
Slide 15: Refractory lining robot
Refractory lining robot • FBR was approached by steel mills and refractory rsonal use only suppliers • Concept Launched • Powered by DST® • Purpose designed for global steelmaking industry • Reduces human exposure to challenging conditions • Fully autonomous brick and sand placement • Pre-approved l
Slide 16: Target Facility Analysis
Target Facility Analysis Type Plants (≥0.5 Mtpa) rsonal use only Integrated (BF) 338 Integrated (BF & DRI) 69 Integrated (DRI) 98 Ironmaking (BF) 10 Ironmaking (DRI) 15 Electric (EAF) 403 Integrated unknown 12 Steel other/unspecified 16 Total 961 Average robots per plant 1.3 Additional contractor fl
Slide 17: Physical AI: Where the Value Is Moving
Physical AI : Where the Value Is Moving rsonal use only AI is making software easy Physical robots are still hard FBR's moat • AI coding tools are cutting the time and • Real-world physics: wind, vibration, • Dynamic Stabilisation Technology cost to build software boom deflection, heavy payloads (DS
Slide 18: Board of Directors
Board of Directors rsonal use only Mark Pivac Shannon Robinson Glenn Cooper Lindsay Partridge AM Chief Executive Officer & Executive Director Non-Executive Chair Non-Executive Director Non-Executive Director Mark Pivac is the founder of FBR and the Shannon Robinson is an experienced company Glenn Co
Slide 19: Substantial Holders & Capital Structure
Substantial Holders & Capital Structure Substantial holders Capital structure rsonal use only Holder Shares % of issued Security Current³ Ordinary shares 191,515,529 Horsley Park Holdings Pty Ltd (Brickworks group)¹ 14,633,539 7.73% Options 10,910,526 M&G plc and subsidiaries² 13,910,367 7.26% Perfo
Slide 20: Why FBR
Why FBR rsonal use only • DST®: patented technology that lets large robots work with millimetre precision outside the factory • One platform, three products: Hadrian® proven on real building sites, Mantis with its first unit sold to the US, and Firehawk with pilot projects under negotiation • Additi
Slide 21: Disclaimer
Disclaimer Important Notice rsonal use only This presentation has been prepared by FBR Limited. This document contains background information about FBR Limited which is current as at the date of this presentation. The presentation is in summary form and does not purport to be all inclusive or comple