Brainchip Holdings Ltd. · ASX:BRN
Brainchip — Investor Presentation (November 2025)
32 slides from Brainchip's investor presentation, Nov 10, 2025
Slide 1: Capital Raise Presentation
Capital Raise Presentation November 2025 1 BrainChip©2025- investor.brainchip.com
Slide 2: Future Performance and Forward-Looking Statements
Capital Raise Presentation Future Performance and Forward-Looking Statements This presentation contains certain forward-looking statements, which include, but are not limited to, words such as “expect”, “anticipate”, “estimate”, “intend”, “believe”, “guidance”, “should”, “could”, “may”, “will”, “pre
Slide 3: Disclaimer
Capital Raise Presentation Disclaimer Unified Capital Partners Pty Ltd (ABN 80 666 560 050) (Underwriter) is acting as joint lead manager, sole underwriter and bookrunner to the Placement. A summary of the key terms of the underwriting agreement between the Company and the Underwriter in relation to
Slide 4: Disclaimer (cont’d)
Capital Raise Presentation Disclaimer (cont’d) You acknowledge and agree that by accessing this presentation: • you expressly disclaim any fiduciary, agency, custodial or other legal relationship with the Underwriter Parties, and agree that you are responsible for making your own independent judgeme
Slide 5: Important Notices
Capital Raise Presentation Important Notices This investor presentation is dated 10 November 2025 and has been prepared by BrainChip Holdings Ltd (ABN 64 151 159 812) (BrainChip or the Company). The Company will be conducting an equity raising of: • a fully underwritten placement of new fully paid o
Slide 6: Important Notices (cont’d)
Capital Raise Presentation Important Notices (cont’d) International restrictions The distribution of this presentation in jurisdictions outside Australia may be restricted by law and you must observe any such restrictions. Failure to comply with these restrictions may constitute a violation of appli
Slide 7: Investment Thesis
Capital Raise Presentation Investment Thesis • BrainChip is an edge computing, delivering on-device, ultra-low power AI solutions company. Market Leadership in Edge AI • Its Akida technology enables real-time processing at the edge, ideal for wearables, defense, healthcare, and consumer electronics.
Slide 8: Worldwide Leader in Edge AI On-Chip Processing and Learning
Capital Raise Presentation Worldwide Leader in Edge AI On-Chip Processing and Learning • Industrial • Solving Physical AI acceleration on-device • Defense Solution Targets • Medical • Consume r • Wide range of sensors, form factors and models • Event-based computing using neuromorphic inspired effic
Slide 9: Working Closely With Industry Leaders
Capital Raise Presentation Working Closely With Industry Leaders Trusted By Growing Ecosystem & Partnerships University Partnerships 11/10/2025 BrainChip©2025- investor.brainchip.com 9 9
Slide 10: Edge AI and New Markets
Capital Raise Presentation Edge AI and New Markets Edge AI Definition Overall Edge AI Market Edge AI deploys AI algorithms directly on local 2023-2030 hardware devices at network edges for real- $6B – $84B time processing. This reduces or eliminates CAGR 34% reliance on centralized cloud servers Gen
Slide 11: Market Segmentation
Capital Raise Presentation Market Segmentation Edge AI Markets Evenly Segmented • Consumer Electronics and IT / Telecom lead adoption • Automotive, Healthcare, Industrial emerging as growth drivers • AI chip vendors focused on Smart Cities, Retail and Automotive • All segments forecast for 34% CAGR
Slide 12: BrainChip’s Approach
Capital Raise Presentation BrainChip’s Approach Market Research Strategy Execution • Market: TAM, SAM, CAGR at the • Enable on-device AI where Size Weight • Product Management defines products Edge with double digit growth and Power (SWaP) challenges prevail that have product-market fit in market wi
Slide 13: Edge AI Leader
Capital Raise Presentation Edge AI Leader Ultra Low-Power Edge AI Use Cases Our Reference Solutions Span Across Radar Multi-tech portfolio ideal for Radar Built specialized radar models Early customer interest Wearables Multi-tech portfolio ideal for wearables Ultra-low-power, always-on AI
Slide 14: Path to Commercialisation - AKD1500 Product
Capital Raise Presentation Path to Commercialisation - AKD1500 Product Large Market Opportunity Commenced Tape-out for Volume Production Key Metrics Multi-Processor SoC’s (MPUs): • Global Foundries the selected service provider Variable Cost per chip $2.94 • Defense, Industrial, Enterprise • Success
Slide 15: AKD1500 Key Benefits and Specifications
Capital Raise Presentation AKD1500 Key Benefits and Specifications Substantially reduces risk Silicon proven design that has already demonstrated key metrics Fully functional interfaces tested at speed Interoperability demonstrated with several MCU boards and MPU boards Rapidly accelerates time to m
Slide 16: 2025 Partnership Releases
Capital Raise Presentation 2025 Partnership Releases Announced products and solutions with key eco-system partners in Akida technology Partners Description Technology collaboration partnership to enable an innovative approach using neuromorphic computing to predict epileptic seizures utilizing Akida
Slide 17: Leading On-Device Streaming Edge AI
Capital Raise Presentation Leading On-Device Streaming Edge AI The Power of Neuromorphic Processing Penetrating markets with high growth 34% CAGR Competitive advantages in low power and integration Flexible licensing model of IP, software and chip designs Closely working with partners to create eco-
Slide 18: Strong and Experienced Management Team
Capital Raise Presentation Strong and Experienced Management Team • Headcount 80%+ Engineers • 58% Advanced Degrees (PhD / MSc) • Strong Patent Portfolio • 57 Issued and Pending Prior Industry Experience 11/10/2025 BrainChip©2025- investor.brainchip.com 18
Slide 19: Board of Directors & Scientific Advisory Board
Capital Raise Presentation Board of Directors & Scientific Advisory Board Board of Directors Scientific Advisory Board The duties of the Scientific Advisory Board (SAB) are solely advisory in nature. The SAB provide expert scientific advice, information, and recommendations to the executive team. 11
Slide 20: Equity Raise Overview
Capital Raise Presentation Equity Raise Overview Size and structure A fully underwritten $35.0 million institutional placement via the issue of 200.0 million new shares equating to ~9.8% of existing BrainChip shares on issue, falling within the Company’s existing placement capacity under ASX Listi
Slide 21: Placement and SPP Timeline
Capital Raise Presentation Placement and SPP Timeline1 Event Date Trading halt Thursday, 6 November 2025 Bookbuild opens Thursday, 6 November 2025 Bookbuild closes 9:00am AEDT Friday, 7 November 2025 SPP record date 7:00pm AEDT Friday, 7 November 2025 Announcement of transaction completion Monday, 1
Slide 22: Sources of Funds & Balance Sheet
Capital Raise Presentation Sources of Funds & Balance Sheet Sources A$M Pro-forma Balance Sheet (unaudited)1,2 Placement 35.0 30 Sept ’25 Adjustment Pro-forma US$M US$M US$M SPP 2.0 Assets Total 37.0 Cash 13.9 22.6 36.5 Uses A$M Other Current 1.3 - 1.3 Research & Development – See following slide 10
Slide 23: Use of Funds
Capital Raise Presentation Use of Funds Proceeds from the Placement and SPP will be used primarily to support the ongoing commercialisation of Akida 2.0 technology and the development, productization and commercialization of the new TENNs product. This represents the next expansion in BrainChip’s pr
Slide 24: Key Risks
Capital Raise Presentation Key Risks There are a number of factors, specific to an investment in BrainChip, specific to the Material Contract and of a general nature, which may affect the future operating and financial performance of BrainChip and the industry in which it operates and the outcome of
Slide 25: Key Risks (cont’d)
Capital Raise Presentation Key Risks (cont’d) Reputational damage Issues of a varying nature may arise that would give rise to reputational risk and cause harm to BrainChip’s business dealings and prospects. Failure to address these potential issues appropriately could give rise to additional legal
Slide 26: Key Risks (cont’d)
Capital Raise Presentation Key Risks (cont’d) Risk of shareholder dilution In the future, BrainChip may elect to issue new Shares in connection with future fundraising. While BrainChip will be subject to the constraints of the ASX Listing Rules regarding the percentage of its capital it is able to i
Slide 27: Key Risks (cont’d)
Capital Raise Presentation Key Risks (cont’d) Financial and other information All financial information in this presentation is in Australian dollars (A$ or AUD) unless otherwise stated. This presentation includes certain pro forma financial information in relation to BrainChip, taking into consider
Slide 28: Summary of Underwriting Agreement
Capital Raise Presentation Summary of Underwriting Agreement The Company has entered into a placement agreement with the Underwriter in respect of the Placement (Placement Agreement). The Placement Agreement contains customary representations and warranties and indemnities in favour of the Underwrit
Slide 29: Summary of Underwriting Agreement (cont’d)
Capital Raise Presentation Summary of Underwriting Agreement (cont’d) u) a change to the Company's CEO, CFO or the board of directors occurs; v) a pandemic, epidemic or large scale outbreak of a disease not presently existing occurs or a major escalation occurs involving certain jurisdictions; w) am
Slide 30: International Offer Restrictions
Capital Raise Presentation International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. The distribution of this presentation in jurisdictions outside Australia may be restricted by
Slide 31: International Offer Restrictions (cont’d)
Capital Raise Presentation International Offer Restrictions (cont’d) Singapore 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 a
Slide 32: Thank You
Get in Touch With Website Thank You www.brainchip.com Email IR@brainchip.com
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