Archer Materials Limited · ASX:AXE
Archer Materials — Investor Presentation (July 2026)
32 slides from Archer Materials's investor presentation, Jul 3, 2026
Slide 1: Bringing Quantum Computing to Australia
CAPITAL RAISING PRESENTATION - JULY 2026 Bringing Quantum Computing to Australia A strategic compute & capability partnership with IonQ (NYSE: IONQ) July 2026 · ASX: AXE · Strictly confidential
Slide 2: Disclaimer
Disclaimer This presentation (Presentation), together with any information communicated by Archer Materials Limited (ACN 123 993 233) (the Company or Archer), in any presentation or discussion relating to this Presentation (collectively, Information) is confidential, and has been prepared by the Com
Slide 3: Capitalising on global quantum tailwinds
INVESTMENT HIGHLIGHTS Capitalising on global quantum tailwinds Australia's only listed A tier-one quantum partner Compute access secured quantum pure-play ASX: AXE is the sole pure-play quantum Three-year agreement with IonQ (NYSE: Cloud access to IonQ Forte-and Tempo-class technology exposure on th
Slide 4: Australia's only listed pure-play quantum company
ABOUT ARCHER · ASX:AXE Australia's only listed pure-play quantum company Archer Materials (ASX: AXE) is developing intellectual property across quantum computing, quantum software and sensing, with 40+ patents filed globally and partnerships with world-class research institutions and industry CORPOR
Slide 5: Quantum is moving from research to a multi-billion-dollar market
THE OPPORTUNITY Quantum is moving from research to a multi-billion-dollar market $129B ~$129B in annual revenue for quantum technology providers at maturity (2040) $27B Total market grows from ~$2B today to $27B by 2030 and $129B by 2040, led by quantum $2.2B computing. Today 2030 2040 Quantum compu
Slide 6: Why Australia needs quantum computing
AUSTRALIA'S IMPERATIVE Why Australia needs quantum computing National competitiveness Quantum is a frontier technology expected to reshape productivity across finance, logistics, energy, materials and health. THE PRIZE BY 2045 Defence, intelligence & cyber Five Eyes partners treat quantum as decisiv
Slide 7: Why Australia needs a quantum computer on Australian soil
SOVEREIGNTY Why Australia needs a quantum computer on Australian soil OFFSHORE CLOUD ONLY - TODAY SOVEREIGN CAPABILITY - ON AUSTRALIAN SOIL Data and workloads leave Australian jurisdiction Data and compute remain onshore and under Australian control Classified defence & government workloads effectiv
Slide 8: Billions are being committed to sovereign quantum capability
THE RACE IS ON Billions are being committed to sovereign quantum capability A$940M ~A$1B A$146M+ 38 / 26 Commonwealth + Queensland Further earmarked for critical- Committed to National Quantum Australian quantum firms and investment in PsiQuantum to build a technology and quantum companies Strategy
Slide 9: Sovereign Quantum Compute
SECTION 01 Sovereign Quantum Compute Archer's strategy to bring IonQ quantum computing to Australia ×
Slide 10: Partnering with the world's leading quantum platform company
WHY IONQ Partnering with the world's leading quantum platform company Full-stack quantum platform: computing, networking, sensing & security Trapped-ion architecture; datacentre-ready Forte and next-gen Tempo systems ~US$21B US$3.3B Technology roadmap toward 2 million qubits by 2030 Market cap (NYSE
Slide 11: A phased path
EXECUTION ROADMAP A phased path PHASE 1 PHASE 2 PHASE 3 Development of client base Deploy sovereign Scale the platform and Archer applications infrastructure Initial Focus · now underway Demand-driven: Subject to assessment Long term • Access to cloud quantum computing, IonQ • Become the natural own
Slide 12: Multiple revenue stream opportunities
VALUE CREATION Multiple revenue stream opportunities 1. APPLICATIONS 2. CUSTOMERS Applications Develop high-value Attract enterprise, quantum applications government & Consulting, software and quantum-AI solutions with real-world impact defence customers Services 7. MORE 3. REVENUE APPLICATIONS Quan
Slide 13: Archer is the right partner for IonQ in Australia
POSITIONING Archer is the right partner for IonQ in Australia Deep technical expertise In-house quantum hardware, software and applications team. Strategic IP 40+ patents filed globally across quantum and sensing, plus a growing quantum-algorithm IP base. CSIRO QML work Prototype QML fraud-detection
Slide 14: IonQ already deploys sovereign systems abroad
PROOF POINTS IonQ already deploys sovereign systems abroad QuantumBasel - Switzerland KISTI - South Korea • First IonQ quantum computer deployed • IonQ Tempo to be integrated into KISTI-6, Korea's outside the US (Dec 2024) largest HPC cluster • QuantumBasel now owns its Forte Enterprise • First on-s
Slide 15: Key commercial terms
THE AGREEMENT Key commercial terms Secured, multi-year cloud compute and joint initiative to build sovereign capability and a customer base. Overview Archer has secured multi-year cloud access to IonQ's quantum computers plus a hands-on partnership to build local capability and a customer base Compu
Slide 16: Quantum Software
02 SECTION Quantum Software Quantum machine learning and applications IP
Slide 17: Quantum machine learning, built for real-world value
SOFTWARE Quantum machine learning, built for real-world value Partnered with CSIRO to develop quantum machine learning (QML) models for fraud detection Initial outputs: prototype QML models and performance benchmarks on simulated financial datasets The underlying QML framework is broadly applicable
Slide 18: Quantum Hardware
SECTION 03 Quantum Hardware Carbon-based qubit and sensing technology
Slide 19: How Archer solves the barriers to quantum hardware
HARDWARE How Archer solves the barriers to quantum hardware Quantum computers process information beyond the limits of classical machines - but face significant manufacturing barriers. Archer is addressing them with carbon-based technology designed to operate in real-world environments. Cooling Redu
Slide 20: Significant advantages of Archer's quantum chip
HARDWARE Significant advantages of Archer's quantum chip Designed for scalability Improved control Built with materials and processes that can scale using today's Improved control capability and stability - a key enabler for building a utility- semiconductor fabrication and integrate with today's ch
Slide 21: Lab-on-a-chip biosensing
BEYOND QUANTUM - MEDICAL TECHNOLOGY Lab-on-a-chip biosensing Carbon-based biochip targeting point-of-care blood testing (initial focus: blood potassium) Lab demonstrator / alpha prototype delivered; beta prototype targeted for trials Clinical-trial pathway and North American regulatory engagement un
Slide 22: A global network advancing Archer's technology
PARTNERSHIPS A global network advancing Archer's technology SWITZERLAND BELGIUM UNITED STATES UNITED KINGDOM EPFL imec IonQ Paragraf Quantum chip components Biosensor manufacturability & integration Full stack quantum platform & merchant Potassium sensing accuracy & reliability CANADA AUSTRALIA AUST
Slide 23: Archer's quantum business growth pipeline
INTEGRATED STRATEGY Archer's quantum business growth pipeline ARCHER'S PROPRIETARY IP MARKET EXPANSION • Advanced qubit chips & sensors • QML applications • Manufacturing readiness STRATEGIC PARTNERSHIP • Hardware partnerships in comms & AI • Quantum computing platform • PQC advisory & solution deli
Slide 24: Investment Summary
INVESTMENT CASE Investment Summary INVESTMENT HIGHLIGHTS KEY CATALYSTS Sovereign quantum first-mover Working qubit demo — Q3 CY2026 Australia's first sovereign quantum platform. 1 On track to demonstrate a working 12CQ qubit in CY2026. Australia's only listed pure-play Wafer-scale manufacturing Only
Slide 25: Capital Raising
SECTION 04 Capital Raising Archer has received firm commitments to raise A$7.0m via a two-tranche Placement.
Slide 26: Offer summary & use of funds
THE OFFER Offer summary & use of funds • A two-tranche Placement to sophisticated and professional investors of $7.0m, comprising of: • Tranche 1 Placement to raise approximately $6.86 million (before costs) through the issuance of approximately 25.4 million New Shares utilising the Company’s availa
Slide 27: Offer timetable
THE OFFER Offer timetable Indicative Capital Raising Timetable1 Date Trading Halt and Bookbuild Opens Wednesday, 1 July 2026 Bookbuild closes 4:00pm (Sydney Time) Wednesday, 1 July 2026 SPP record date 7:00pm (AEST) Thursday, 2 July 2026 Announcement of Capital Raising and trading halt is lifted Fri
Slide 28: Foreign Selling Restrictions
THE OFFER Foreign Selling Restrictions Hong Kong 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 Futures Commission in Hon
Slide 29: Risks
THE OFFER Risks The following describes some of the external factors and business risks that could have a material impact on the Company’s ability to deliver its strategy: Access to Funding The Company does not receive any income from its operating business and is reliant on capital raisings, Common
Slide 30: Risks
THE OFFER Risks Key Personnel The Company’s technology is unique, with very few people available globally with the required knowledge, skills, relationships, and experience to develop the technologies towards future possible commercialisation. The Company’s projects may be delayed or materially adve
Slide 31: Risks
THE OFFER Risks Commercial partners The Company’s growth strategy may be impacted if it is unable to find suitable commercialisation partners. The Company’s due diligence processes and commercial negotiations may not be successful , and a commercial partnership may not eventuate or, if finalised, ma
Slide 32: Thank you
Thank you Building Australia's sovereign quantum computing capability Archer Materials Limited ASX: AXE · archerx.com.au Simon Ruffell · hello@archerx.com.au +61 466 785 114 This presentation has been authorised for release by the Board of Archer Materials Limited Disclaimer: This presentation is fo