Bluglass Ltd · ASX:BLG
Bluglass — iAccess Alpha Virtual Best Ideas Conference (September 2026)
27 slides from Bluglass's conference presentation, Sep 15, 2026
Slide 1: The next evolution of GaN laser technology
For personal use only The next evolution of GaN laser technology BluGlass (ASX:BLG) September 2026 Approved for release by the Executive Chair
Slide 2: Forward looking statement
For personal use only Forward looking statement This document has been prepared by BluGlass Limited to provide readers with an update of the Company and the Company’s technology. Any statements, opinions, technical data and information, or other material contained in this document, do not constitute
Slide 3: BluGlass in 2026
BluGlass in 2026 For personal use only BluGlass delivers world-leading visible GaN lasers Some of the world’s largest government agencies, defense primes, and tech companies choose BluGlass to solve their most complex challenges. Omer Granit Executive-Chair
Slide 4: BluGlass at a glance
BluGlass at a glance For personal use only BluGlass delivers world-leading visible GaN lasers expands markets beyond legacy IR lasers, enabled by proprietary manufacturing and laser design capability, converting customer-funded defense, quantum and biotech programs into high-value products Proprieta
Slide 5: Laser project and product revenue growth and traction
w Laser project and product revenue growth and traction For personal use only REVENUE GROWTH (exc. R&DTI) REVENUE GROWTH (exc. R&DTI) US Gov 4,000,000 Shutdowns – REVENUE GROWTH (exc. R&DTI) CR issues 3,500,000 1,600,000 3,000,000 1,400,000 2,500,000 1,200,000 1,000,000 2,000,000 800,000 1,500,000 6
Slide 6: Executive Leadership
Executive Leadership For personal use only Omer Granit Jim Haden Executive Chair BluGlass Executive Director & CEO GP EnPar Capital • 20+ years of investment, M&A, management and entrepreneurial • 30+ years laser expertise and a proven track record experience transitioning advanced technology busine
Slide 7: Market Overview
Market Overview For personal use only Lasers underpin all advanced technologies with visible lasers growing faster than the conventional market.
Slide 8: Lasers are everywhere (2030 TAM $150B)
For personal use only Advanced manufacturing & Digital Transformation & Defense & Security Healthcare & Life Sciences Industry 4.0 Connectivity 2030 TAM ~$25B 2030 TAM ~$13B 2030 TAM ~$50B 2030 TAM ~$35B • Directed energy weapons • Medical imaging & diagnostics • Laser based additive manufacturing •
Slide 9: Strong global tailwinds in defense & commercial laser market
Strong global tailwinds in defense & commercial laser market For personal use only LASER SECTOR OUTPERFORMS MARKET (JAN ‘25 – JUL ‘26) Accelerated adoption of advanced laser systems Recent global conflicts and critical defense programs have demonstrated advanced laser technologies are mission-critic
Slide 10: Near term opportunity: A$4.6B system-level market by 2030
Near term opportunity: A$4.6B* system-level market by 2030 For personal use only Addressing high-growth emerging markets with a common GaN laser platform Defense & Quantum Biotech & Industrial & Aerospace Biomed Consumer microelectronic s $1B $800M $1.2B $800M $800M UV Range IR Range <405 nm 405 nm
Slide 11: Gallium Nitride lasers – a strategic platform technology
Gallium Nitride lasers – a Why GaN matters? For personal use only strategic platform technology High energy photons interact with quantum materials, inaccessible using IR light Critical semiconductor material underpinning next-generation photonics Critical for diamond-based quantum sensors for ultra
Slide 12: GaN lasers – underpinning emerging applications
GaN lasers – underpinning emerging applications For personal use only Quantum Sensing Med-tech & Aerospace & Underwater & Computing Sanitization Atmospheric LiDAR Communication Emerging Technology Platform Manipulates wide- Triggers necessary Scatters off air particles Blue light propagates bandgap
Slide 13: Emerging markets growing faster than traditional segments
Emerging markets growing faster than traditional segments For personal use only ACCELERATING Emerging & Premium Markets FORCES VISIBLE GaN AI & Quantum Visible light markets are LIGHT growing at 2-4 times the Conventional Laser conventional market CAGR Market Defense & security to 2030 Post Pandemic
Slide 14: BluGlass target markets: Key customers by segment
BLUGLASS TARGET MARKETS: Key Customers by segment INDUSTRIAL For personal use only QUANTUM GaN lasers are being adopted by DISPLAY (AR/VR) • IPGtechnology Photonics • TeraDiode (Panasonic) leaders • nLight • NUBURU (OPI) BIOTECH • LaserLine • Convergent Photonics -3D Systems • FormLabs • EOS DEFENSE
Slide 15: Why BluGlass?
Why BluGlass? For personal use only Well-positioned to capitalize on US onshoring tailwinds as one of only two GaN companies with US manufacturing capabilities
Slide 16: Onshore strategic footprint
Onshore strategic footprint For personal use only Sydney Epitaxy Fab Silicon Valley Wafer Fab Nashua Packaging Fab Grows gallium nitride laser materials and Device fabrication and laser chip Specialty laser packaging facility – lasers provides foundry services to select manufacturing. Converts advan
Slide 17: Products & Portfolio
Products & Portfolio BluGlass’ vertically integrated laser offering is designed to meet market needs and Flexible form factors expand how our customer use For personal use only solve our customers’ most difficult challenges GaN laser light Single emitters and Photonic Integrated Circuits Plug & Play
Slide 18: Business model - Project-to-product commercialization path
Business model - Project-to-product commercialization path For personal use only Project Revenues & NRE Multi-year follow-on BluGlass Customers NRE and prototyping manufacturing contracts revenues from paid development projects Government Agencies Defense Primes Large-scale Customers transition to f
Slide 19: Industry challenge case study - BluGlass GaN laser solution
Industry challenge case study - BluGlass GaN laser solution For personal use only Clear Air Turbulence (CAT): An invisible threat BluGlass technology reveals the invisible CAT continues to be one of the most dangerous and costly Visible GaN DFB lasers with high-power amplifiers enable aviation hazar
Slide 20: Strategy
Strategy For personal use only Broadening strategy to capture greater value share
Slide 21: Four pillar strategy to accelerate growth & value capture
Four pillar strategy to accelerate growth & value capture For personal use only 1 2 3 4 Tech leadership Expand Grow GaN laser Organic and & partnership with US market share Inorganic Growth & Strategic industry Govt Integration partnerships
Slide 22: Industry Value Chain
Industry Value Chain Capture defense Value chain and dual-use laser For personal use only SYSTEMS supply-chain in key strategic allied Turnkey subsystems markets with material handling SUB-SYSTEMS Vertically integrated US GaN laser champion Packaged modules Integrate upstream technologies into BluGl
Slide 23: Outlook
Outlook For personal use only BluGlass is expanding its GaN laser portfolio to deliver next-generation solutions for defense, aerospace, quantum, healthcare, and beyond Omer Granit Executive-Chair
Slide 24: Summary: Catalysts & Outlook
Summary: Catalysts & Outlook For personal use only Recent Key Achievements Expected Milestones & Catalysts Won $4.4M DoW sub-contracts across Year 1- Convert a growing pipeline of customer-funded 2 with the Microelectronics Commons development opportunities into contract wins with primes, OEMs, gove
Slide 25: Summary: emerging tech, industry leadership, growing markets
Summary: emerging tech, industry leadership, growing markets For personal use only LASERS ARE CRITICAL TECH BLUGLASS IS EMERGING AS THE INDUSTRY LEADER Lasers sit at the heart of technological megatrends driving BluGlass' proprietary technology platform solves the toughest global growth —from autono
Slide 26: Thank you
For personal use only Thank you
Slide 27: Appendix 1: Sources
Appendix 1: Sources For personal use only • GrandView Research Laser Processing Report 2024; • Mordor Intelligence Optical Networking & Comms Report 2025; • Mordor Intelligence Military Laser Systems 2025; • Mordor Intelligence Medical Laser Market 2025; • Future Market Insights Sat Laser Comm 2025;
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