Vection Technologies Ltd. · ASX:VR1
Vection Technologies — Investor Presentation (August 2025)
22 slides from Vection Technologies's investor presentation, Aug 8, 2025
Slide 1: Vection Defence focus AI presentation - August 2025
8 August 2025 Australia ASX RELEASE Vection Defence focus AI presentation - August 2025 Vection Technologies Ltd (ASX:VR1, OTC:VCTNY, FRA: S1X), ("Vection" or the "Company"), the INTEGRATEDXR company is pleased to announce an investor presentation titled " Vection Defence focus AI presentation". Th
Slide 2: Solving real-world business challenges in the digital world
Solving real-world business challenges in the digital world August 2025
Slide 3: Executive Summary
Executive Summary • Vection Technologies Ltd (ASX: VR1) operates globally with 100+ clients and 200+ employees, solving real-word business Vision to be a leader in combining problems in the digital world. Despite being sector agnostic, Spatial Computing and Artificial Intelligence Vection’s defence
Slide 4: Company Value Proposition
Company Value Proposition CAPABILITIES AI ARTIFICIAL INTELLIGENCE SC SPACIAL COMPUTING TAM1 $1.07 Tn in 2030 (CAGR 22%) $827 Bn in 2030 (CAGR 28%) FY25 YTD: Growing revenue, 35-40% blended Gross Margins, ~$17m fixed cost base, EBITDA positive SaaS Products/Support Services/Installation Hardware/Cybe
Slide 5: Proprietary Applications on IntegratorXR
Proprietary Applications on IntegratorXRTM Fashion Design ESG-Retail: Marketing & XR/AI Kiosk Sales Design & IntegratorXRTM Smart ANIMA Engineering Platform Building (single point of access, allowing easy cross-sell) Training & After Sales Operations AI Generative, Logistics Avatar and Conversatio n
Slide 6: The Defence Sectors Solution - AI and Immersive Technology
The Defence Sectors Solution - AI and Immersive Technology Engineering & Maintenance ● Immersive technologies can also be utilized to create virtual models of equipment, vehicles and buildings. This helps personnel to Focus understand how these systems work and identify potential problems before the
Slide 7: Defence Sector Case Studies
Defence Sector Case Studies In a sector experiencing significant tailwinds, Vection has been the beneficiary of increased spend. In the last 12 months Vection has won A$19.4M in contracts, excluding the future A$19M work program scheduled (but not yet awarded) out to 2030 with a number 1 contractor
Slide 8: Defence Sector Case Studies
Defence Sector Case Studies Cumulative contracted revenue of Largest Individual Contract Win of $7.2M ~$9.4m across 5 orders over 14 months Client: The number 1 defence contractor in EU (top 15 Client: technology service provider specialising in globally) and NATO Tempest vendor. This is an approved
Slide 9: General Case Studies – Rich product applications & IP
General Case Studies – Rich product applications & IP Client: Global food & beverage conglomerate Client: European Insurance Conglomerate Client: Australian property group Problem: Physical showrooms are an expensive way Problem: Lack of disaster scenario training for clients Problem: Selling off-th
Slide 10: Global Customer Ecosystem – Sector Agnostic
Global Customer Ecosystem – Sector Agnostic 9
Slide 11: Powerful Integrations & Partnerships
Powerful Integrations & Partnerships Software integrations Hardware integrations Partnerships & Resellers Dell Technologies Titanium Partner award refers to Italian market 10
Slide 12: Competitive Landscape & Advantage
Competitive Landscape & Advantage in Main Competitors The Vection Advantage IP & Certifications • Leading innovators in the field of • The INTEGRATEDXR proprietary IP is the operation & maintenance for defence cornerstone of Vection bridging VR, AR, (various types of vehicles) MR, enhanced by AI • P
Slide 13: Building Momentum Through FY25 & Beyond
Building Momentum Through FY25 & Beyond H2 OPERATING FY 2025 Recurring Positive CASH FLOW Revenue Revenue Underlying ~$4m ~$38m 35% EBITDA for FY25 Inclusive of the proforma Growth 12% pcp 35% of Revenue is now In the previous fiscal year, cash flow in Q4, H2 2025 recurring, up 209% PCP underlying E
Slide 14: Historical & Future Financial Performance
Historical & Future Financial Performance Revenues ($ ‘000) 2026 – 2028 Aspirational Target1 EBITDA Underlying2 ($ ‘000) $140,000 $1,500 $120,000 $1,000 First Positive $100,000 $500 FY $80,000 EBITDA $- 2021 2022 2023 2024 2025 2025 $60,000 -$500 2025 $40,000 -$1,000 $20,000 -$1,500 $0 2021 2022 202
Slide 15: Sales Pipeline and Revenue Pathway Forward
Sales Pipeline and Revenue Pathway Forward • Several new and existing clients under negotiation and pilot programs. • Pipeline conversion rates have increased from 30 – 45% to 50 – 65%. ARR flow Current pipeline through from under negotiation for • Vection has already won $15m in work to be delivere
Slide 16: Diversified Business with an Emphasis on Defence
Diversified Business with an Emphasis on Defence Revenue by industry as at H1 2025 Revenue composition 40% 2026 Target 35% 30% Artificial Spatial Intelligence Computing 25% 39% 20% 31% 30% 15% 10% 5% *As at Half Year FY25 0% 34% 38% 28% Rapid expansion in the sector has been demonstrated with severa
Slide 17: A History of Success in the Defence Sector
A History of Success in the Defence Sector $10M from Pilot Cumulative revenue from the pilot reaches ~$10m Aerospace Alliance • August 2025 VR to promote space travel and inspire future generations as NASA’s Artemis ~$35M TCV reaches $15M Program advances Defence • August 2024 , military & law enfor
Slide 18: Four Pilot Programs Supporting a Robust Pipeline
Four Pilot Programs Supporting a Robust Pipeline A scalable solution to improve maintenance of the aircrafts, helicopters, ships & tanks for 4 clients Problem Statement Program Workflow In the pilot Vection aims to digitise and optimise the entire maintenance, quoting, analysis and Input repair proc
Slide 19: Upcoming Milestones in Defence
Upcoming Milestones in Defence Technology and Commercialisation Catalysts Timing* Positive R&D outcomes to support additional product releases (Algho AI improves CareAR and XMPie Xerox Platform) Q1 2026 Commercial extensions of current programs - follow-on orders with an existing global defence cont
Slide 20: Board of Directors & Key Management
Board of Directors & Key Management Marco Landi Gianmarco Biagi Lorenzo Biagi Independent Non-Executive Chair Managing Director & CEO Executive Director Former COO of Apple, President Ex-CEO of multinational Executive Director with 10+ years of BMC Software EMEA and companies, President of in virtua
Slide 21: Corporate Snapshot
Corporate Snapshot Share Price Performance (12 months) ASX Information Thousands A$ 80,000 0.05 VR1 Securities Fully Paid Ordinary Shares 1,769m 0.05 Share Price 5 August 2025 $0.04 70,000 0.04 Market Cap Fully Paid Ordinary Shares only $70.7m 60,000 0.04 Inclusive of pro-forma cash flow Cash availa
Slide 22: Thank you.
Certain statements in this release are forward-looking statements. These statements are not historical facts but are based on Vection Technologies’ current expectations, estimates, and projections about the industry in which it operates, as well as its beliefs and assumptions. Forward-looking statem
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