Archer Materials Limited · ASX:AXE

Archer Materials — Investor Presentation (September 2025)

26 slides from Archer Materials's investor presentation, Sep 11, 2025

  1. Slide 1: Investor Presentation – September 2025 (ASX Announcement)

    Archer Materials Archer Materials Limited (ACN: 123 993 233) Technology Lot Fourteen, Frome Road, Adelaide SA 5000 www.archerx.com.au ASX Announcement (ASX: AXE) 11 September 2025 Investor Presentation – September 2025 Archer Materials Limited (“Archer”, the “Company”, “ASX: AXE”) is pleased to encl

  2. Slide 2: Investor Presentation September 2025

    For personal use only Investor Presentation September 2025

  3. Slide 3: Company Overview

    For personal use only Company Overview 01

  4. Slide 4: Archer Future Technologies: Our Foundations

    ARCHER Future technologies Archer’s devices look to solve high value problems using quantum technology. Our For personal use only Foundations Strong partnerships Strong industry partnerships and links with leading research institutes. Archer has the foundations in place to advance its quantum techno

  5. Slide 5: About Archer: Corporate Snapshot

    ABOUT ARCHER ASX Code: AXE Corporate 255m $0.27 For personal use only Snapshot Shares on issue Share price (9 Sep 2025) Founded in 2007, Archer Materials (ASX:AXE) is developing unique semiconductor technology to solve critical problems in quantum tech and bio $70m Nil electronics, helping unlock tr

  6. Slide 6: 2025 Operational Highlights

    2025 Operational Highlights 12CQ Chip ‣ Achieved key milestones towards qubit demonstration For personal use only ‣ Demonstration single electron isolation (for readout) through Coulomb blockade. ‣ Demonstrated electron spin coupling to micro-resonators (for control) ‣ Increased spin coherence times

  7. Slide 7: Our Technology

    ABOUT ARCHER Our Technology Archer Materials is the only ASX-listed quantum technologies company. We are developing products to For personal use only address high-value problems in computing, sensing, and medical markets. 12CQ Chip Biochip Advanced Quantum Sensing A carbon-based quantum device for H

  8. Slide 8: Quantum Compute and Sensing

    Quantum Compute and Sensing For personal use only 02

  9. Slide 9: Quantum Technology: The Next Frontier

    QUANTUM COMPUTING Quantum Technology: Quantum Technology Market Growth The Next Frontier For personal use only Projections 2025-2040 Archer considers quantum technology to be the next great technological advance. ‣ Archer is the only ASX-listed quantum company. ‣ Adoption of quantum tech expected to

  10. Slide 10: Quantum Computing

    QUANTUM COMPUTING Quantum Computing For personal use only Quantum computing via qubits made in Archer’s novel carbon Classical, Digital bit Quantum Qubit Either 0 or 1 0 and 1 at the same time Computers solve Computers solve problems in a problems by evaluating sequential fashion solutions simultane

  11. Slide 11: Status of Archer Qubit Development

    QUANTUM COMPUTING Status of Archer Qubit Development For personal use only 01 02 03 (Confinement i.e. isolation (Control (Global/Local)) (Readout (device built of a single electron spin) around graphene single electron transistor)) 10

  12. Slide 12: Qubit Roadmap

    QUANTUM COMPUTING Qubit Roadmap For personal use only Work will be extended on devices built around nanodots of carbon. Targeting a qubit architecture demonstration in 2026. Demonstration of Electron spin state readout – Full qubit gating in Archer’s Detection of Zeeman split spin demonstration prop

  13. Slide 13: Quantum Strategy

    QUANTUM COMPUTING Quantum Strategy For personal use only 2026+ 2027+ 2029+ Development & Demonstrating utility at Room temperature Qubit demo demonstrate technical Scaleup → >1 qubit increasing temperature demo of useful machine entitlements • Drive technology development to increase licensing oppor

  14. Slide 14: Tapping into Growing Quantum Sensor Market

    ADVANCED QUANTUM SENSING Tapping into Growing Quantum Sensor Market For personal use only ‣ Overseas foundry developing TMR sensor with Archer for industrial applications. ‣ TMR sensors have applications in AI, data centers, automotive, and IoT implementation. ‣ TMR leverages quantum phenomena to pr

  15. Slide 15: BioChip

    For personal use only BioChip 03

  16. Slide 16: BioChip: High-Value Problem

    BIOCHIP ‣ Over 850M people (>10% of global High-Value Problem population) suffer from chronic kidney disease (CKD). For personal use only Archer’s biochip uses highly sensitive, high speed, low power ‣ More than US$3B total addressable market sensors to detect ions in blood. The chip will be integra

  17. Slide 17: Our Solution: Archer Potassium Test

    BIOCHIP Our Solution: Archer Potassium Test For personal use only The first of its kind Built to prevent life- Potassium Sensor threatening cardiac events. Chip - Highly sensitive, fast response, low power Haemolysis Sensor Target spec Eliminates false positives from blood cell rupture Recent result

  18. Slide 18: Value Proposition (US Medicare Population)

    BIOCHIP Value Proposition (US Medicare Population) Cost per year per patient ($) For personal use only 40,000 ▪ The Problem: CKD patients with hyperkalemia drive $34,363 billions in preventable costs (>$15k per patient, >$30B total). 20,000 ▪ The Gap: No convenient, fast, low-cost potassium $15,013

  19. Slide 19: At-home Potassium Sensor - Roadmap

    BIOCHIP At-home Potassium Sensor - Roadmap For personal use only Phase gate development process for a diagnostic medical device regulated under ISO13485 Scale up & Development & Verification & Proof of concept Feasibility transfer to Launch Optimisation validation manufacturing 2025 • Work ramping u

  20. Slide 20: Key Catalysts and Outlook

    Key Catalysts and ‣ Lab demonstrator of blood potassium Outlook sensor end of 2025 For personal use only ‣ Blood potassium prototype sensor mid- Calendar years to 2027 2026 Early demo of next gen biosensor ‣ End of 2026 begin clinical trials for blood Biosensor lab Biosensor Biosensor clinical potas

  21. Slide 21: Thank you

    Thank you For personal use only ASX Code: AXE Sydney Adelaide Website The Board of Archer authorised this Level 2, 477 Pitt St Lot Fourteen, Frome Rd www.archerx.com.au announcement to be given to ASX. Sydney NSW 2000 Adelaide SA 5000 Archer Materials Limited ABN 64 123 993 233 www.archerx.com.au

  22. Slide 22: Our Board

    ABOUT ARCHER Our Board For personal use only Directors Management Greg English Ken Williams Bernadette Harkin Simon Ruffell Executive Chair Non-Executive Director Non-Executive CEO LLB, BE B.Econ (HONS), Director PhD, MEng MAppFin, FAICD MBA, GAICD

  23. Slide 23: Advisory Committee

    ABOUT ARCHER Advisory Committee For personal use only Steven Duvall Mark Davis Anthony Brewer WearOptimo

  24. Slide 24: What our stakeholders say

    BIOCHIP “If I’ve just had a banana or taken a potassium What our binder, I want to know — right then — what my potassium level is. That peace of mind is priceless.” stakeholders say For personal use only - CKD Patient Advocacy Group "A rapid at-home potassium testing device would be very much welcom

  25. Slide 25: Archer's Carbon Qubit - Scorecard

    QUANTUM COMPUTING Archer’s Carbon Qubit - Scorecard Spin Qubits Other For personal use only Archer Si (donar) NV centre Si (QD) Superconducting Trapped Ion Photonic carbon 2-qubit gate TBD 99.8 % 99.9 % 99.9 % 99.9 % 99.9 % 99 % fidelity Scalability ▲ High ▼ Challenging ▼ Many ▲ High ▼ Some ▼ Laser

  26. Slide 26: Disclaimer

    Disclaimer The material contained in this document is a presentation of general information about the activities of Archer Materials Ltd and its related bodies For personal use only corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and do

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