Titomic Ltd · ASX:TTT
Titomic — Investor Presentation (September 2025)
23 slides from Titomic's investor presentation, Oct 1, 2025
Slide 1: Driving Innovation, Securing the Future
For personal use only DRIVING INNOVATION, SECURING THE FUTURE INVESTOR PRESENTATION SEPTEMBER 2025 TITOMIC LIMITED | TTT:ASX 1
Slide 2: Important Notice and Disclaimer
Disclaimer Important Notice and Disclaimer The following important notice and disclaimer applies to this investor presentation and you are therefore advised to read this The information included in this presentation has been provided to you solely for your information and background and is subject t
Slide 3: Who is Titomic?
Who is Titomic? Titomic is leading the future of aerospace and defense manufacturing as well as coating and repair solutions through its world leading cold spray technology Titomic is a leader in the global shift toward localised, high-efficiency production For personal use only Titomic Kinetic Fu
Slide 4: Investment highlights
Investment highlights 1 Strategic plan on-track – targeting 2 Favourable tailwinds & expanding 3 Titomic has a unique competitive US$750M revenue by 2030 market opportunities advantage For personal use only Successful pivot from machine sales to high-margin U.S. Budget approval of US$1T+ in defe
Slide 5: Strategic plan on-track – targeting US$750M revenue by 2030
1 Strategic plan on-track – targeting US$750M revenue by 2030 For personal use only DEFENSE AEROSPACE OIL & GAS GOVERNMENT & AGENCY Commercial validation: U.S. Defense Primes Maintenance, repair and overhaul (MRO) Accelerating industrial adoption Engagements Boeing: in final phase of Research & Airb
Slide 6: Favourable tailwinds & expanding market opportunities
2 Favourable tailwinds & expanding market opportunities Scaling across high-growth strategic sectors, driven by rising commercial demand Serviceable addressable market expanded For personal use only KEY SECTORS DESCRIPTION CAGR MARKET SIZE KEY PROGRAMS / OPPORTUNITIES Substituting casting/forging, h
Slide 7: Favourable tailwinds & expanding market opportunities (cont'd)
2 Favourable tailwinds & expanding market opportunities (cont’d) Innovative solutions across critical industries, supported by global defense budgets Supported by: For personal use only Defense Budget GDP Target Defense Review ESTIMATED COLD SPRAY ADDITIVE MANUFACTURING (COLD SPRAY AM) GOVERNMENT DE
Slide 8: Titomic has a unique competitive advantage
3 Titomic has a unique competitive advantage Team of skilled engineers with deep knowledge in cold spray technology For personal use only Secured U.S. domestic titanium supply Dedicated leadership, sales and engineering teams with deep defense, aerospace and energy sector expertise Continuous innova
Slide 9: Multiple sources of additional funding
4 Multiple sources of additional funding Netherlands, €800k R&D grant: Dutch Ministry of Economic Affairs’ 3D PK project supporting Cold Spray AM process development (secured and active) For personal use only U.S. US$24M Office of Strategic Capital (OSC) loan: Loan via The OSC to provide further
Slide 10: Experienced leadership and advisory team with broad expertise
5 Experienced leadership and advisory team with broad expertise BOARD OF DIRECTORS LEADERSHIP TEAM STRATEGIC ADVISORY GROUP For personal use only Chris Myers Michael Kirkpatrick President, Global Chairman of DESE Research, Resource Advisors; Inc., Huntsville, Alabama Former Vice President, Lockheed
Slide 11: Proven track record of executing on company strategy
6 Proven track record of executing on company strategy Recent progress Validated by Tier 1 primes: Commercial traction established through active engagements and signed NDAs with leading For personal use only U.S. defense primes, including Boeing, Northrop Grumman, Airbus, and NASA Established U
Slide 12: Proven track record of executing on company strategy (cont'd)
6 Proven track record of executing on company strategy (cont’d) Recent progress (cont’d) Defense & Aerospace (U.S.): Other EU progress: - Northrop Grumman hot fire late Oct-25 - Continued engagement with Airbus For personal use only - Engagement with Tier 1 primes in relation to hypersonics - Ba
Slide 13: A$50M equity raising completed in July 2025
A$50M equity raising completed in July 2025 Offer proceeds will be used to accelerate Titomic’s expansion through to target cashflow breakeven during 2027 SOURCES OF FUNDS A$M For personal use only Management and Technical hires to support business Cash balance (as at 30-Jun-25) 9 momentum and produ
Slide 14: Appendix
For personal use only APPENDIX TITOMIC LIMITED | TTT:ASX 14
Slide 15: Near-term catalysts
Near-term catalysts CATALYST TIMING For personal use only Various R&D and commercial announcements in military and space Q3 / Q4 25 Northrop Grumman demonstration Oct 25 Woodside Energy / Monadelphous D623 lease and testing Q3 / Q4 25 Airbus pilot Q4 25 Initial project, Tier 1 Prime Q4 25 DNV certif
Slide 16: Offering diverse, versatile cold spray systems
Offering diverse, versatile cold spray systems Titomic offers the world’s largest and most diverse product line of cold spray systems, offering novel capabilities for many industries, including systems for handheld coatings and repairs, all the way through to advanced additive manufacturing for aero
Slide 17: Attractive business model
Attractive business model Titomic is pivoting toward services & recurring revenue For personal use only Manufacturing, leasing and services: Full service offering of low, medium and high-pressure cold spray solutions TKF 1000 Powder supply: Certified cold spray materials Training & technical s
Slide 18: Pathway to US$750M revenue by 2030
Pathway to US$750M revenue by 2030 FY25 | Demonstration & Validation REVENUE BY BUSINESS SEGMENT 1 Northrop: missile chamber and warhead demo (Q3/Q4) Defense & Aerospace Oil & Gas & Maritime Airbus MRO pilot and Lufthansa system orders MRO / Aviation Machine Sales & Other For personal use only
Slide 19: Illustrative program revenue profile
Illustrative program revenue profile DEFENSE / AEROSPACE TIER 1 PRIME Staged development and manufacturing program1 Illustrative revenue For personal use only R&D Proof of Concept Qualification LRIP Full Production Q1 Year 1 Q2 Year 1 Q3 Year 1 Q4 Year 1 H1 Year 2 H2 Year 2 1H Year 3 2H Year 3 Year
Slide 20: Illustrative program revenue profile
Illustrative program revenue profile MRO OPPORTUNITY Coating and repair roll-out to multi-national adopting Titomic D-Series systems with significant MRO network1 Illustrative revenue For personal use only R&D Pilot MRO MRO (owned) (affiliate) 1H Year 1 2H Year 1 1H Year 2 2H Year 2 Year 3 Year 4 Ye
Slide 21: Defense market opportunity
Defense market opportunity USA UK / Europe Australia DEFENSE BUDGET: US$850B+ ANNUALLY DEFENSE BUDGET: US$600B+ ANNUALLY DEFENSE BUDGET: A$270B THROUGH 2030 For personal use only REVENUE POTENTIAL: US$300M-US$500M REVENUE POTENTIAL: US$100M REVENUE POTENTIAL: A$150M-A$250M STRATEGIC ADVANTAGES ADDRE
Slide 22: Coating and repair market
Coating and repair market Oil & Gas Energy, Maritime, MRO For personal use only MARKET SIZE: US$60B+ ANNUALLY MARKET SIZE: >US$100B GLOBAL MARKET REVENUE POTENTIAL: US$50M-US$100M ANNUALLY REVENUE POTENTIAL: US$300M-US$500M MARKET CATALYSTS FOCUS AREAS 12-month field trials completed; new lease star
Slide 23: For personal use only
For personal use only TITOMIC USA – GLOBAL HEADQUARTERS 15091 AL Highway 20 Madison, AL 35756 TITOMIC 1/371 Ferntree Gully Road Mount Waverley, Victoria 3149, Australia TITOMIC EUROPE Mars 14 8448 CP Heerenveen, The Netherlands info@titomic.com | titomic.com TITOMIC LIMITED | TTT:ASX 23