Mobilicom Limited · NASDAQ:MOB

Mobilicom — FY2025 Earnings Presentation

16 slides from Mobilicom's earnings presentation, Mar 23, 2026

  1. Slide 1: Full Year 2025 Earnings Update

    NASDAQ: MOB, MOBBW FULL YEAR 2025 EARNINGS UPDATE CYBERSECURE AND ROBUST END-TO-END SOLUTIONS FOR DRONES AND ROBOTICS March 23, 2026 1

  2. Slide 2: Forward Looking Statements

    FORWARD LOOKING STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation of the Company contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "pla

  3. Slide 3: Brief Introduction to Mobilicom

    Brief Introduction to Mobilicom

  4. Slide 4: At-a-Glance

    AT-A-GLANCE LEADER IN CYBERSECURE UNMANNED SOLUTIONS TRUSTED BY INDUSTRY LEADERS • End-to-end provider for drones and robotics • Integrated into top drone/robotics platforms worldwide • Cybersecurity, software, hardware, and services • Deployed in IMoD, US DoD, NATO, EU projects • Publicly traded on

  5. Slide 5: Mobilicom's Strategic Evolution

    MOBILICOM’S STRATEGIC EVOLUTION A VISIONARY APPROACH PROPRIETARY HARDWARE SOLUTIONS PROPRIETARY SOFTWARE & CYBERSECURITY SOLUTIONS DATALINK MESH Ground Control ICE Software Suite OS3 Cybersecurity Secured Autonomy Networking Stations Software Framework Electronic Warfare Secure Cognitive SDR Fleet &

  6. Slide 6: 2025 Key Achievements & Financial Report

    2025 Key Achievements & Financial Report

  7. Slide 7: 2025 Financial Highlights

    2025 FINANCIAL HIGHLIGHTS Full Year Ended December 31, 2025 $19.1M $3.4M 53% $159K Cash & Equivalents Full Year Revenue Gross Margin Monthly Cash Burn Up 120% from $8.7M in 2024 +7% year-over-year On hardware IP-based solutions Down 41% — lowest in Company Set for scaled up production history Zero-D

  8. Slide 8: Capital Efficiency — Path to Cash Flow Positive

    CAPITAL EFFICIENCY — PATH TO CASH FLOW POSITIVE What is Driving the Improvement? 2023 2024 2025 ▸ Operational discipline and cost optimization ▸ Shift from R&D phase to revenue-generating production $330K / mo $267K / mo $159K / mo → ▸ Lean, scalable team structure, ▸ Unique ROIC position: Contract

  9. Slide 9: Balance Sheet Strength

    BALANCE SHEET STRENGTH Item Dec 31, 2024 Dec 31, 2025 Change Cash Surged 120% $12.6M raised through warrant exercise and equity capital during Cash & Equivalents $8.6M $19.0M ▲ +121% 2025, more than doubling the cash position Total Current Assets $10.5M $20.2M ▲ +92% No Debt — Maximum Flexibility Ze

  10. Slide 10: Equity Structure & Key Values

    EQUITY STRUCTURE & KEY VALUES Completed transition from ADSs to direct Nasdaq ordinary share listing Share Capital Structure (Dec 31, 2025) Key values (as of Dec 31, 2025) Ordinary shares outstanding ~12.2M ✓ Market cap (outstanding shares) ~ $75M ✓ Fully diluted market cap ~ $108M Warrants (strike

  11. Slide 11: 2025 Key Operational Achievements

    2025 KEY OPERATIONAL ACHIEVEMENTS Execution across Customers · Technology · Partnerships U.S. regulations’ compliance achievements: Mobilicom's Tier-1 customer has won the US DoW Program of Record, accelerating mass production and continuing • NDAA validation for software and hardware. • Trusted Cyb

  12. Slide 12: 2026 Business Outlook

    2026 BUSINESS OUTLOOK

  13. Slide 13: 2026 Business Outlook

    2026 BUSINESS OUTLOOK Forward-Looking Statement — Key Milestones & Pipeline Hardware Business — Tier-1 Customer Pipeline Year Design Win / Initial Ramp-Up Total R&D Production Cash flow positive: Annual run rate estimated > $12M revenue 2025 2 4 — 6 Quarterly run-rate of >$3M 2026E 3-4 3-4 2 8-10 Cy

  14. Slide 14: Strategic Inventory Advantage — Ready to Deliver at Scale

    STRATEGIC INVENTORY ADVANTAGE — READY TO DELIVER AT SCALE Pre-Positioning LLI Components as Supply Chain Disruption Creates Structural Opportunity Market Context: AI electronics massive demand • Global defense race • 170% U.S. tariffs on Chinese drone components • China export controls on dual- use

  15. Slide 15: U.S. Manufacturing Strategy

    U.S. MANUFACTURING STRATEGY Regulatory Mandate + Customer Demand Drive Domestic Production Initiative American Security Drone Act (ASDA) — Effective Dec 22, 2025: Federal law bans use of federal funds to procure or operate drones from foreign- adversary entities. Only Blue UAS Cleared List manufactu

  16. Slide 16: Investors & Analysts Q&A

    Investors & Analysts Q&A Liad Gelfer — Director of Finance liad.gelfer@mobilicom.com Investor Relations Portal: ir.mobilicom.com SEC Filings: www.sec.gov (Form 20-F) Mobilicom — Securing the Future of Autonomous Systems

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