Anteotech Ltd · ASX:ADO
Anteotech — FY2026 Earnings Presentation
26 slides from Anteotech's earnings presentation, Sep 30, 2026
Slide 1: FY2026 Results and Business Update Presentation
ASX: ADO FY2026 RESULTS AND BUSINESS UPDATE PRESENTATION BRISBANE, AUSTRALIA, 30 September 2026: AnteoTech Ltd (ASX: ADO) (AnteoTech or the Company) provides the attached Full Year Results and Business Update presentation. The presentation accompanies the live webinar to be hosted by AnteoTech’s Man
Slide 2: About AnteoTech – Social Media Policy – Forward Looking Statements
About AnteoTech – (ASX: ADO) AnteoTech is a supplier of advanced chemical and material solutions to the battery materials and life sciences markets. We leverage our market leading binding chemical platform technology to develop and commercialise solutions for our global customer base. From our paten
Slide 3: Investor Webinar FY 2026 Results
Investor Webinar FY 2026 Results Merrill Gray – MD & CEO 30 SEPTEMBER 2026
Slide 4: Disclaimer
Disclaimer IMPORTANT INFORMATION The purpose of the presentation is to provide an update of the business of AnteoTech Ltd (ASX: ADO) (AnteoTech). These slides have been prepared as a presentation aid only and the information they contain may require further explanation and/or clarification. Accordin
Slide 5: Today’s Agenda
Today’s Agenda • Company Overview • FY2026 Financial Performance • FY2026 in Review • What Next? • Questions 3 INVESTOR WEBINAR | 30 September 2026 | ©AnteoTech Limited
Slide 6: Company Overview
FY2026 Annual Report released Advanced Battery COMPANY OVERVIEW One Technologies proprietary Ultranode 70, 95, X chemical Anteo X platform Anteo S Anteo C SiMRAX Two global markets Life Sciences AnteoBind / Multiple AnteoBind NXT • Lateral Flow commercial • Multiplex pathways • CLIA • ELISA Technolo
Slide 7: Capital Structure and Corporate Overview
Capital Structure and Corporate Overview Market Capitalisation Capital Structure (as at 23 September 2026) COMPANY OVERVIEW Directors Cash in Bank $11.2 million total as at 30 June 2026 Glenda McLoughlin Non-Executive Chair Investment Banker with $56 m Shares 3,265.1 million Morgan Stanley, Credit S
Slide 8: Life Sciences
LIFE SCIENCES 6 INVESTOR WEBINAR | 30 September 2026 | ©AnteoTech Limited
Slide 9: Advanced Battery Technologies
ADVANCED B A T T E R Y TECHNOLOGIES Leading in High Silicon Anode Technology Leading in Cross-linking Performance Additive ANTEO C C ANTEO S S ® SiMRAX Cross-linker for Primer Coatings Cross-linker for Ceramic Coated Cross-linker for Anteo X + SWCNT on Current Collector Foils Separators (CCS) Silico
Slide 10: Continued delivery on FY2026 Strategy
Continued delivery on FY2026 Strategy Source: Refer ASX Release dated 10 June 2025 “Strategic Review Outcomes” Existing markets where opportunities will continue to be pursued New opportunities being targeted and pursued COMPANY OVERVIEW Strategy Life Sciences 1 Advanced Battery Technologies • Targe
Slide 11: Further progress against Strategy
Further progress against Strategy • Large Life Sciences company COMPANY OVERVIEW Wyon evaluation of Ultranode 70 collaboration CLIA in commercial cell format • Local BD resources 2 x Ultranode 95 Drone anode JDAs under negotiation Anteo S Anteo C Black Diamond • South Korea: Structures joint - Xerab
Slide 12: Sales Revenue
Sales Revenue FY2026 FINANCIAL PERFORMANCE [A$] 1,200,000 1,000,000 968,878* 800,000 600,000 460,397 467,589^ 400,000 200,000 0 FY2024 FY2025 FY2026 Note: * FY2025 included an additional Serum Institute of India (SII) payment of $276,863 ^ A further $134,138 sale to SII was completed on 7 July 2026
Slide 13: Total Revenue
FY2026 FINANCIAL PERFORMANCE Total Revenue [A$] 5,000,000 4,500,000 4,346,185 4,000,000 3,458,728 3,500,000 3,129,144 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 FY2024 FY2025 FY2026 Sales Other income (e.g. R&D tax rebate and interest) Note: A further $134,138 sale to SII was comple
Slide 14: Operating Expense Reduction
Operating Expense Reduction FY2026 FINANCIAL PERFORMANCE [A$] 12,000,000 10,892,231 10,000,000 8,451,114 8,000,000 6,857,881 6,000,000 4,000,000 2,000,000 0 FY2024 FY2025 FY2026 Note: Excluding non-cash items such as depreciation and amortisation and share based payments 12 INVESTOR WEBINAR | 30 Sep
Slide 15: Losses
Losses FY2026 FINANCIAL PERFORMANCE [A$] 0 FY2024 FY2025 FY2026 -1,000,000 -2,000,000 -3,000,000 -4,000,000 -5,000,000 -5,375,654 -6,000,000 -7,000,000 -6,759,135 -8,000,000 -9,000,000 -10,000,000 Note: A further $134,138 sale to SII was completed on 7 July 2026 and will be recognised in FY2027 13 I
Slide 16: Commercialisation Focus
Commercialisation Focus Product and technology value proposition clarification and IN REVIEW messaging Product and technology validation: Independent and in-house • ABT – Ultranode 95 at BIC, Ultranode X in-house >850 mAh/g, 1,020 cycles at 80% capacity retention), Ultranode 70 commercial cell forma
Slide 17: Growing Commercial Pipeline
Growing Commercial Pipeline @ 7 September 2026 IN REVIEW Number of Companies FY2026 15 INVESTOR WEBINAR | 30 September 2026 | ©AnteoTech Limited
Slide 18: FY2027 Priority: Sales Conversion
FY2027 Priority: Sales Conversion Advanced Battery WHAT NEXT? Life Sciences Technologies Corporate • Convert customer • Progress US Military drone • Maintain financial discipline evaluations into sales - India, Ultranode 95 JDAs - High US, Europe, Japan and South powered batteries • Support sales pi
Slide 19: Upcoming Commercial Engagement
Upcoming Commercial Engagement WHAT NEXT? National Institute of Pharmaceutical Education North American and Research (NIPER), Battery Show MEDICA, Dusseldorf, Germany S.A.S. Nagar (Mohali), 12-15 October 2026 Punjab, India Detroit, USA 17 INVESTOR WEBINAR | 30 September 2026 | ©AnteoTech Limited
Slide 20: Questions
Questions Contact: Merrill Gray investors@anteotech.com +61 (07) 3219 0085 www.anteotech.com
Slide 21: Anatomy of a Lithium-ion Battery (LIB)
Anatomy of a Lithium-ion Battery (LIB) Electrochemical unit schematic plus electrolyte A D V A N C E D BATTERY T E C H N O L O G I E S ANODE (-) Copper foil (current collector): Anteo C used here Discharging the battery Anode material coating: graphite, silicon – Anteo X , SiMRAX & Ultranode Li+ use
Slide 22: The Drone, M/UAV and eVTOL Battery Market
The Drone, M/UAV and eVTOL Battery Market A large market with several very different use or end application cases ADVANCED BATTERY TECHNOLOGIES Agricultural, Logistics and Cargo Short Endurance to Construction Drones Long Endurance ISR Drones and Industrial + High Energy Cargo Drones Drones + M/UAV
Slide 23: Ultranode – Superior Energy and Flight Time
Ultranode 95 – Superior Energy and Flight Time. High capacity and cost-effective anode technology ADVANCED BATTERY TECHNOLOGIES Ultranode 95’s unique Value Proposition Superior Wh/kg at anode/cell level >2,400mAh/g of anode coating capacity possible At cell level, Specific Energy (Wh/kg) of >390 pos
Slide 24: Anteo S
Anteo S • Anteo S is used in ceramic coatings on separators to: ADVANCED BATTERY TECHNOLOGIES - Improve thermal stability - Reduce thermal runaway and fires - Improve puncture resistance • Anteo S potential lies in high volume sales for ESS and EVs Separator use by end application (2032) 4.0% 1.0% 7
Slide 25: Leading in High Silicon Anode Technology
Leading in High Silicon Anode Technology ADVANCED B A T T E R Y TECHNOLOGIES Application Automotive & 3C Markets and M/UAS, eVTOL, Drones eVTOLs Micro-mobility and Defence Ultranode technology Ultranode® X Ultranode® 70 Ultranode® 95 Cycle life High (>1,000 @ 80%) Medium (>500 @ 80%) Medium (>200 @
Slide 26: Leading in Cross-linking Performance Additive
Leading in Cross-linking Performance Additive ADVANCED BATTERY TECHNOLOGIES ANTEO C C ANTEO S S ® SiMRAX Cross-linker for Primer Coatings Cross-linker for Ceramic Coated Cross-linker for Anteo X + SWCNT on Curren Collector Foils Separators (CCS) Silicon Anodes Combination Product Improved Performanc