Amaero Ltd · ASX:3DA
Amaero — Investor Presentation (August 2025)
43 slides from Amaero's investor presentation, Aug 21, 2025
Slide 1: Investor Presentation August 2025
For personal use only AMAERO LTD (ASX: 3DA | OTC: AMROF) A leading U.S. domestic producer of high-value refractory and titanium alloy spherical powders & manufacturer of near-net- shape parts for mission-critical components across defense, space, aviation, medical and industrials Investor Presentati
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This investor presentation (Presentation) is dated 21 August 2025 and has been prepared by Amaero Ltd (ACN 633 541 634) (Amaero) in relation to a non-underwritten placement of new fully paid ordinary shares in Amaero (New Shares) (the Placement) and a non- underwritte
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer One or more investors may elect to acquire an economic interest in the New Shares (Economic Interest), instead of subscribing for or acquiring the legal or beneficial interest in those shares. The Joint Lead Managers (or thei r affiliates) may, for its own account, wr
Slide 4: Who is Amaero?
Who is Amaero? For personal use only Amaero is a leading U.S. domestic producer of high value refractory and titanium alloy spherical powders & manufacturer of near-net-shape parts for mission critical components across defense, space, aviation, medical and industrials. ✓ Positioned as the largest &
Slide 5: Investment Highlights
Investment Highlights For personal use only Favourable macro environment – a once-in-a-generation industrial opportunity is emerging through the 1 reshoring of critical manufacturing capabilities to the US First mover advantage and defensive moat – addressing critical gaps in the high-value supply 2
Slide 6: Macro Backdrop Highlights Significant Opportunity for Amaero
1 Macro Backdrop Highlights Significant Opportunity for Amaero Global We are Metal Casting witnessing Production is a generational Dominated industrial by Foreign opportunity in Powers – with China accounting for 52 Million Metric reshoring Tonne critical and thebase industrial United States account
Slide 7: First Mover Advantage and Defensive Moat
2 First Mover Advantage and Defensive Moat Amaero addresses critical gaps in the supply chain and is at the fulcrum of the reshoring opportunity – building resilient, integrated, and scalable U.S.-domestic industrial production and supply chains For personal use only Raw Material C103 Powder Tier 1
Slide 8: Strategic Partnerships and Long-Term Supply Agreements
3 Strategic Partnerships and Long-Term Supply Agreements Strategic partnerships underscore the robust competitive moat being built around powder business For personal use only ▪ Announced March 27, 2024 ▪ Announced April 29, 2025 ▪ Successful Niboium C103 qualification in September 2024 ▪ 5-year, ex
Slide 9: Platform Expansion Opportunity
4 Platform Expansion Opportunity Adjacency opportunities driven by demand pull and desire to co-locate manufacturing processes For personal use only Powder Production Adjacencies PM-HIP Manufacturing Adjacencies ✓ Argon gas recycling ✓ Co-located adjacency processing including HIP, CNC machining and
Slide 10: Chief Executive and Board
5 Chief Executive and Board ✓ Strong capital market experience ✓ All shares acquired alongside investors in placements, on market and off market transactions Board of Directors ✓ Deep industry and government relationships Eric Bono For personal use only Executive Director Omer Granit Non-Executive H
Slide 11: Industry Leading Technical and Commercial Leadership
5 Industry Leading Technical and Commercial Leadership “Amaero is fortunate to have attracted some of the pioneering and Strategic hires of U.S.-based executives leads the technical leading minds in the industry just as the Company shifts its focus and commercial development and manufacturing effort
Slide 12: Commercial & Financial Update
Commercial & Financial Update Strong contracted revenue base, major defense and aerospace partnerships and growing customer orders position Amaero for significant growth in FY26 & beyond For personal use only Select Financial Highlights ▪ Began the fiscal year with contracted revenue from long-term
Slide 13: Equity Raising Overview
For personal use only 02 Equity Raising Overview (ASX: 3DA | OTC: AMROF)
Slide 14: Amaero is at an Inflection Point and Investing for Growth
Amaero is at an Inflection Point and Investing for Growth For personal use only History of disciplined capital allocation Commercial engagement trajectory • Current Financial Position of $70m in tangible • Amaero has had 2 years of commercial assets and cash on the balance sheet1 engagement – additi
Slide 15: Equity Raise Overview
Equity Raise Overview For personal use only • Amaero is undertaking a non-underwritten placement to raise approximately A$50 million through the issue of 125 million new fully paid ordinary shares (New Shares) under the Company’s existing placement capacity in accordance with ASX Listing Rule 7.1 an
Slide 16: Sources and Uses
Sources and Uses Proceeds from the equity raising to be deployed toward production expansion, facility upgrades, argon recycling equipment, corporate development and balance sheet flexibility to accelerate growth For personal use only 1 Production expansion and facility upgrades Sources A$m • Invest
Slide 17: Timetable
Timetable For personal use only Event Date (2025) Trading halt By 9.00am on Wednesday, 20 August 2025 Placement bookbuild opens On launch Wednesday, 20 August 2025 SPP record date Wednesday, 20 August 2025 Announcement of outcome of the Placement Thursday, 21 August 2025 Trading halt lifted – tradin
Slide 18: A Appendix
For personal use only A Appendix (ASX: 3DA | OTC: AMROF)
Slide 19: Made in America
Made in America 100,000-sq-ft facility in Spring Branch Industrial Park, near Chattanooga, Tennessee For personal use only ✓ 15-year lease with option to extend additional 10 years ✓ 4 EIGAs planned (with capacity for 6 EIGAs) Strategically Located Economic Customers Talent Advantages ▪ A$1.2 millio
Slide 20: Foreign Policy Changes are Reshaping Global Supply Chains and Trade
Foreign Policy Changes are Reshaping Global Supply Chains and Trade “The engines of the world’s AI infrastructure are being built in the United States for the first time. Make more in America, by Americans, for America Adding American manufacturing helps us better meet the incredible and growing dem
Slide 21: Dual-Use Industrial Capacity Boosts Government / Defense Economic Efficiency
Dual-Use Industrial Capacity Boosts Government / Defense Economic Efficiency While Ensuring U.S. Supply Chain Independence and Stability In addition to government defense applications, Amaero has the opportunity to diversify across both non-government defense and non-defense applications For persona
Slide 22: High-Value Refractory Alloy Opportunities
High-Value Refractory Alloy Opportunities Amaero aims to address the numerous dual-use applications for high-value, refractory alloy powders For personal use only Titanium Molybdenum Industry: Commercial / Medical Industry: Space Application: Suppressors, Implants Application: Fuel nozzles Niobium T
Slide 23: Why AM?
Why AM? ▪ Additive Manufacturing (AM) addresses critical requirements For personal use only that are key in aerospace and defense: ✓ Reduced buy-to-fly ratio ✓ Reduced time to production ✓ More complex geometries ✓ Low-volume, high-value ✓ Improve material properties ✓ Rapid prototyping ▪ U.S. DoD’s
Slide 24: Gas Atomization vs. Plasma Atomization vs. Spheroidization
Gas Atomization vs. Plasma Atomization vs. Spheroidization EIGA Atomization Plasma Atomization Plasma Spheroidization For personal use only Pros Pros Pros • Higher thruput • Widely accepted • Feedstock freedom? • Better yield • Feedstock traceability Cons • Less contamination • Less expensive feedst
Slide 25: EIGA Premium More Productive and Efficient
EIGA Premium More Productive and Efficient “ Non-contact EIGA is the industry standard for reactive and refractory materials” ‒ D r. M a r k B e n e d i c t , P h D S e n i o r Scientist, AFRL For personal use only EIGA Performance Specifications EIGA Premium Highlights EIGA Premium EIGA Standard EI
Slide 26: EIGA Premium Quality: ALD vs. Amaero
EIGA Premium Quality: ALD vs. Amaero Amaero’s technical expertise is such that it has been able to produce significantly better powder than ALD, the manufacturer of the EIGA Premium, highlighting both the strength and significant IP of the Amaero team For personal use only ALD Acceptance Test Powder
Slide 27: Specialty Powders: Many Possibilities
Specialty Powders: Many Possibilities For personal use only 3500 Amaerotemperature limit 2750 Melting Point (°C) Temperature limit for conventional atomization 2000 1250 500 AISi10Mg Cu Ni718 316L Ti64 Zr C103 Mo TZM WC Ta W24Re Re W (ASX: 3DA | OTC: AMROF)
Slide 28: Modeling PM-HIP
Modeling PM-HIP For personal use only 100% 84% Relative 91% Relative Relative Density Density Density (ASX: 3DA | OTC: AMROF)
Slide 29: PM-HIP
PM-HIP The Casting & Forging Problem ▪ Given the domestic lack of resiliency and scalability, the U.S. faces supply chain challenges for components that require large casting and forgings scalability and forge-like material properties For personal use only ▪ Demand for maintenance, repair and operat
Slide 30: Manufacturing Technology Comparison
Manufacturing Technology Comparison PM-HIP demonstrates clear advantages compare to alternative manufacturing technologies For personal use only PM-HIP Castings Forgings AM L-PBF AM-DED COST (Low Volume) ✓✓ ✓ ✓ ✓ ✓✓ PROPERTIES (Isotropic) ✓✓✓ ✓✓ ✓ ✓ ✓ LEAD TIME (Low Volume) ✓✓ ✓ ✓ ✓✓✓ ✓✓✓ COMPLEXITY
Slide 31: Technical and Manufacturing Readiness for Maritime Industrial Base
Technical and Manufacturing Readiness for Maritime Industrial Base Amaero feedstock targets range of advanced manufacturing processes to address breadth of application requirements For personal use only Advanced Manufacturing Legacy Manufacturing ▪ Near-net-shape parts ▪ Complex geometries ▪ Near-ne
Slide 32: B Appendix
For personal use only B Appendix (ASX: 3DA | OTC: AMROF)
Slide 33: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 34: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 35: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 36: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 37: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 38: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 39: Key Risks
Key Risks This section describes some the potential risks associated with Amaero’s business, the industry in which it operates, and the risks associated with an investment in its shares. Amaero is subject to risk factors that are both specific and those that are more general in nature. Any of these
Slide 40: C Appendix
For personal use only C Appendix (ASX: 3DA | OTC: AMROF)
Slide 41: International Offer Restrictions
International Offer Restrictions For personal use only Offer Restrictions WARNING: This document has not been, and will not be, registered as a prospectus under the Companies (Winding Up and Miscellaneous Provisions) Ordinance (Cap. 32) of Hong Kong, nor has it been authorised by the Securities and
Slide 42: International Offer Restrictions
International Offer Restrictions For personal use only Offer Restrictions This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and any ot
Slide 43: For personal use only
For personal use only Amaero Headquarters Investor Relations (Australia) Investor Relations (United States) 130 Innovation Drive Jane Morgan Management MZ Group McDonald, TN 37353 Jane Morgan Shannon Devine U.S.A. jm@janemorganmanagement.com amaero@mzgroup.us info@amaeroinc.com (914) 352-5853 www.am