Mobilicom Limited · NASDAQ:MOB
Mobilicom — Investor Presentation (September 2026)
13 slides from Mobilicom's investor presentation, September 2026
Slide 1: Investor Presentation
NASDAQ: MOB, MOBBW INVESTOR PRESENTATION CYBERSECURE AND ROBUST END-TO-END SOLUTIONS FOR DRONES AND ROBOTICS Fall 2026 DD1494 Equipment Frequency Allocation
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Cautionary Note Regarding Forward-Looking Statements This presentation of the Company contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act and other securities laws. Words such as "expects," "anticipates," "intends," "pla
Slide 3: Mobilicom at a Glance
MOBILICOM AT A GLANCE Cybersecure, Robust End-to-end Solutions for Autonomous Systems, Drones & Robotics WHO WE ARE WHAT WE PROVIDE WHERE WE OPERATE Nasdaq-listed provider of cybersecure, Proprietary datalinks, mesh networking, Embedded in Tier-1 OEM platforms at the robust end-to-end solutions for
Slide 4: Integrated Product Portfolio
INTEGRATED PRODUCT PORTFOLIO Hardware and Software Embedded Across Autonomous Platforms END-TO-END PRODUCT PORTFOLIO SOFTWARE & CYBERSECURITY PLATFORM CYBERSECURITY OS3 — operation safety, security, standards COMMS EW RESISTANCE & CLOUD MANAGEMENT CYBERSECURITY OS3 Cloud ICE SOFTWARE SUITE OS3 CYBER
Slide 5: At the Intersection of Massive & Growing Markets
AT THE INTERSECTION OF MASSIVE & GROWING MARKETS Target Markets are Projected to Grow at Double-Digit Rates DRONE CYBERSECURITY SMALL UNMANNED AERIAL ROBOTICS CYBERSECURITY OUR POSITIONING VEHICLES PLATFORM AGNOSTIC — Embedded ~19% CAGR ~12% CAGR ~12% CAGR across 50+ platforms, providing exposure to
Slide 6: Four Drivers of Revenue Growth
FOUR DRIVERS OF REVENUE GROWTH Each Growth Driver Demonstrated Through Customer Activity in 2026 SCALE EXISTING WIN NEW TIER-1 EXPAND CONTENT PER CYBERSECURITY & AI CUSTOMERS PLATFORMS PLATFORM AUTONOMY Tier-1 OEMs moving from Validated and compliant Cross-selling hardware & First-to-market OS3 cybe
Slide 7: From Design Win to Production Revenue
FROM DESIGN WIN TO PRODUCTION REVENUE Expansion of a Tier-1 Relationship — Illustrated by a U.S. Customer DESIGN & RAMP-UP (REPEAT CROSS-SELL & INTERACTION DESIGN WIN FIRST DEPLOYMENTS CERTIFICATION ORDERS) EXPANSION $ $$ $ $$$ $$$$ U.S. TIER-1 CASE STUDY 2026 TIER-1 PIPELINE BY STAGE 3Q23 First cus
Slide 8: U.S. Defense Market Position
U.S. DEFENSE MARKET POSITION Validated, Compliant & Embedded Across U.S. Defense Programs PROGRAM OF RECORD PROGRAM ADVANCEMENT VALIDATED & COMPLIANT USMC OPF-L U.S. ARMY LASSO Blue UAS Framework Select Organic Precision Fires-Light Low Altitude Stalking and Strike Ordnance Program to deploy thousan
Slide 9: 2026 Operational Momentum
2026 OPERATIONAL MOMENTUM Key Milestones Year-to-Date 4 1 of 4 MAJOR TIER-1 DESIGN WINS FCC TRUSTED DRONE Two U.S. Tier-1 ISR drones, a Tier-1 Israeli loitering munition and Companies granted exemption status in the FCC’s first batch of an AI-enabled autonomous weapon system covering four Trusted Dr
Slide 10: 1H26 Financial Summary
1H26 FINANCIAL SUMMARY Six Months Ended June 30, 2026 QUARTERLY REVENUE +115% QoQ $1.7M 52% 1H26 REVENUE GROSS MARGIN $1.18M +19% vs. 1H25 1H26 $0.55M $15.9M $591K CASH (ADJ.)* MONTHLY CASH BURN (ADJ.)* 1Q26 2Q26 Zero debt 1H26 average Revenue more than doubled as U.S. DoW POR deliveries moved to a
Slide 11: Near-Term Growth Catalysts
NEAR-TERM GROWTH CATALYSTS Multiple Paths to Higher Production Volumes and Increased Content Per Platform U.S. POLICY TAILWINDS PROGRAMS & PIPELINE SCALE & M&A Foreign Drone Tariffs (August 2026) OPF-L U.S. Manufacturing Tariffs of up to 100% encourage OEMs to Monthly deliveries with the opportunity
Slide 12: Why Invest in Mobilicom Now
WHY INVEST IN MOBILICOM NOW POSITIONED FOR THE A VALIDATED POSITION WINS CONVERTING TO CAPITAL TO EXECUTE THE AUTONOMOUS WITH HIGH BARRIERS TO PRODUCTION REVENUE GROWTH STRATEGY COMMERCIAL & DEFENSE ENTRY BUILDOUT Growing commercial & US Blue UAS, NDAA $2.2 million of OPF-L orders $15.9M cash (adj.)
Slide 13: Q&A Thank you
INVESTOR RELATIONS Q&A Chris Donovan — Head of IR chris.donovan@mobilicom.com ir.mobilicom.com Thank you NASDAQ: MOB