Slide 1: Aeluma, Inc. Quarterly Earnings Call
NASDAQ ALMU Aeluma, Inc. Quarterly Earnings Call September 16, 2026 | 5:00 p.m. ET © Aeluma, Inc. All Rights Reserved.
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains summary information about Aeluma, Inc. (“Aeluma”) as of the date hereof. The information in this presentation is of general background and contains an overview and summary of certain data selected by the management of Aeluma. It does not purport
Slide 3: Aeluma's Mission Statement
Aeluma’s Mission Statement To build the world’s highest performance semiconductor chips with scalable manufacturing © Aeluma, Inc. All Rights Reserved. 3
Slide 4: Aeluma's Long-Term Objective
Aeluma’s Long -Term Objective To become the world’s leading provider of semiconductor photonics Aeluma’s Breakthrough: Large -Diameter Wafer Heterogenous Integration Platform High-Speed Photodetectors Quantum Dot Lasers SWIR Photodiode Arrays Image Sensors Large-Area Photodiodes Specialty Wafers Qua
Slide 5: Scalable Technology for a Broad Market
Scalable Technology for a Broad Market AI Datacom at the Forefront Datacom & Mobile & Consumer Defense & Quantum AI Infrastructure Electronics Aerospace • AI/ML infrastructure • Face ID • HD imaging • Quantum photonics • Data centers and HPC • 3D scanner • LiDAR • Networks • Telecommunications • Hea
Slide 6: Product Development Focus
Product Development Focus Aeluma Programs Designed for Near-Term Market Opportunities Aeluma’s Large -Diameter Substrate Platform Lynx Quasar High-Speed Photodetectors Quantum Dot Lasers Lynx S Series: • MOCVD quantum dot growth and regrowth • For scale-up AI interconnects • Fabry-Perot lasers • 850
Slide 7: Fiscal 2026 and Subsequent Highlights
Fiscal 2026 and Subsequent Highlights • Expanded Customer Engagements • Leadership and Team Expansion Advanced customer discussions to multi-million-dollar Grew our team from 14 to more than 30 people, non-recurring engineering (NRE) negotiations focused attracting top talent from industry to execut
Slide 8: Q4 and FY2026 Financial Results (non-GAAP)
Q4 and FY2026 Financial Results (non-GAAP)(1) $ in millions, except EPS Q4 FY26 Q3 FY26 Q4 FY25 FY2026 FY2025 Revenue $0.6 $1.2 $1.3 $4.5 $4.7 Net Loss (2.7) (0.7) (0.1) (4.6) (0.1) Adj. EBITDA (2.9) (0.9) (0.1) (5.2) 0.2 EPS (0.15) (0.04) (0.01) (0.26) (0.01) Shares, basic and diluted (M) 18.6 18.1
Slide 9: Q4 and FY2026 Financial Results (GAAP)
Q4 and FY2026 Financial Results (GAAP) $ in millions, except EPS Q4 FY26 Q3 FY26 Q4 FY25 FY2026 FY2025 Revenue $0.6 $1.2 $1.3 $4.5 $4.7 Net Loss (4.0) (1.8) (0.9) (9.2) (3.0) EBITDA (4.2) (2.0) (0.9) (9.7) (2.7) EPS (0.22) (0.10) (0.05) (0.52) (0.23) Shares, basic and diluted (M) 18.6 18.1 15.8 17.7
Slide 10: Appendix
Appendix © Aeluma, Inc. All Rights Reserved.
Slide 11: GAAP to Non-GAAP Reconciliation
GAAP to non-GAAP Reconciliation Q4 FY26 Q3 FY26 Q4 FY25 FY2026 FY2025 GAAP net income (loss) ($4.0) ($1.8) ($0.9) ($9.2) ($3.0) Non-GAAP adjustments: Stock-based compensation $1.3 $1.1 $0.7 $4.5 $1.9 Consulting and advisory - restricted stock award - - $0.0 - $0.0 Amortization of discount on convert
Slide 12: info@aeluma.com | www.aeluma.com
info@aeluma.com | www.aeluma.com © Aeluma, Inc. All Rights Reserved.