Anteotech Ltd · ASX:ADO
Anteotech — H1 FY2026 Earnings Presentation
22 slides from Anteotech's earnings presentation, Mar 2, 2026
Slide 1: Investor Briefing: Half Year FY 2026
Investor Briefing: Half Year FY 2026 2 March 2026 Merrill Gray, MD/CEO 2 March 2026 ©AnteoTech Limited 1
Slide 2: 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. According
Slide 3: Agenda
Agenda • AnteoTech FY 2026 Half Year (Interim) Report Summary • Business Overview • Advanced Battery Materials update • Life Sciences update • Moving Forward 2 1 March 2026 ©AnteoTech Limited 3
Slide 4: Half Yearly/Interim Results H1 FY 2026
Half Yearly/Interim Results H1 FY 2026 ✓ Cost base structurally reset ✓ Sales Pipeline expanded across LS and ABT ✓ Key Performance and Development milestones achieved:- • Ultranode ® X achieved 1,020 cycles at 80% capacity retention, • SiMRAX (Anteo X containing) joint product JDA progressed, • Lau
Slide 5: Improved Financial position: H1 FY2025 vs H1 FY2026
Improved Financial position: H1 FY2025 vs H1 FY2026 Cost Reductions secured (Comparing Feb 2026 to Feb 2025) ✓ Full-Time Equivalent (FTE) employee cost reduction ✓ Contract employee costs reduction, by 35% ✓ Directors’ costs reduction, by ~$114,000 p.a. ✓ Travel and accommodation costs for employees
Slide 6: Financial Summary Half Year to Dec 2025
Financial Summary Half Year to 31 Dec 2025 $,000's H1 FY2026 H1 FY2025 Jul - Dec Jul - Dec Variance 2025 2024 Revenue Sales Revenue 97 # 660 ^ -85% Other income 2,598 2,494 4% Interest revenue 12 31 -61% Total revenue and other income 2,707 3,185 -15% Expenses Selling and distribution expenses 340 3
Slide 7: Expenditure comparisons H1 FY 2025 vs H1 2026
Expenditure comparisons H1 FY 2025 vs H1 2026 31% Reduction In Staff Costs Office and Sales Admin & Consulting Lab & Materials ASX listing Services Professional & Staff Etc Compliance H1 FY2025 H1 FY2026 Source: 251231 AnteoTech Ltd-Annual Report-excel cost graphs.xlsx 2 March 2026 ©AnteoTech Limite
Slide 8: Sales Revenue History and H1 FY 2026 Summary
Sales Revenue History and H1 FY 2026 Summary Total Sales Revenue [$A] At 5 January 2026 H1 FY 2026 H1 FY 2026 + 5 January 2026 * Including US$180,000 (A$275,955) income received 5 days post period end 2 March 2026 ©AnteoTech Limited 8
Slide 9: Number of Samples under evaluation is increasing
Number of Samples under evaluation is increasing Sales pipeline growth and conversion across AnteoBind NXT, Anteo X ®, Anteo S is our focus Lead Technical & Sample Evaluation & Sales Qualification Commercial Provision Feedback Negotiations Engagement H1 H2 H1 H2 H1 (Jan-Jun) (Jul-Dec) (Jan-Jun) (Jul
Slide 10: ABT Operational Highlights, H1 FY 2026, to date
ADVANCED BATTERY TECHNOLOGIES ABT Operational Highlights, H1 FY 2026, to date. Progression of Early market test sample dispatch NEXT WEEK/Early March, to six target SiMRAX JDA with companies (combined Anteo X cross linker with BDS’s proprietary carbon Black Diamond nanotube formulation technology).
Slide 11: LS Operational Highlights, H1 FY 2026, to date
LIFE SCIENCES LS Operational Highlights, H1 FY 2026, to date. Continued Sales order received, with payment received 5/1/2026. US$185,000 (~AU$275,750)1 relationship with Interest in new applications of AnteoBind – particularly NXT for particle and plate-based Serum Institute of formats across CLIA a
Slide 12: Business Overview
Business Overview • AnteoTech Ltd (ASX: ADO) is a chemical and materials company with global sales with an expanding potential customer network and customer base. • The Company is in the commercialisation stage of growth across both its Advanced Battery Technologies (ABT) and Life Sciences (LS) busi
Slide 13: Strategy FY 2026
Strategy FY 2026 Existing markets where opportunities will continue to be pursued New opportunities to be targeted and pursued Strategy Life Sciences Advanced Battery Technologies India • Drive targeted sales growth through • Further expand through the Serum • Target E-Mobility, Wearables existing n
Slide 14: Anteo X, Anteo S and SiMRAX
ADVANCED BATTERY TECHNOLOGIES Leading Cross-linking Technology Products for Electrodes and Ceramic Separator Coatings S ® ANTEO S SiMRAX Cross-linker for Ceramic Coated Cross-linker for Anteo X + SWCNT Combination Separators (CCS) Silicon Anodes Product for Silicon Anodes Safer and Thinner Separator
Slide 15: Leading in High Silicon Anode Technology
ADVANCED BATTERY TECHNOLOGIES Leading in High Silicon Anode Technology Application Automotive & 3C Markets and UAS, Drones and eVTOLs Micro-mobility Defence Ultranode technology Ultranode® X Ultranode® 70 Ultranode® 95 Cycle life High (>1,000 @ 80%) Medium (>500 @ 80%) Medium (>200 @ 80%) Coating ca
Slide 16: Fully accessing silicon's potential in next generation batteries
ADVANCED BATTERY TECHNOLOGIES Fully accessing silicon’s potential in next generation batteries Silicon stores close to 10 x more Li+ by weight and 3 x more Li+ by volume AnteoTech’s Ultranode technology allows silicon to be used at its full potential Not all silicon active materials is the same! Act
Slide 17: Ultranode 95 delivers Superior Wh/kg for superior flight time
ADVANCED BATTERY TECHNOLOGIES Ultranode® 95 delivers Superior Wh/kg for superior flight time Unit stack (single layer cell) – Graphite/NMC811 Cell vs. Ultranode 95/NMC811 Cell Considers: 1 anode, 1 cathode, 1 separator, Cu/Al current collectors and electrolyte +40% in Wh/kg 272 Wh/kg* 380Wh/kg* “Act
Slide 18: ABT Partnerships continue to develop
ADVANCED BATTERY TECHNOLOGIES ABT Partnerships continue to develop SiMRAX Ultranode 70 NEW PRODUCT JDA Scale-up/Evaluation • JDA with BDS • Swiss medical device battery manufacturer • Combines AnteoTech’s Anteo X with BDS’s SWCNTs dispersion technology into an advanced product • 10x scale-up achieve
Slide 19: Opportunity pipeline ABT February 2026
ADVANCED BATTERY TECHNOLOGIES Opportunity pipeline ABT February 2026 Sales Samples under Sales or JDAs Qualified Lead evaluation or in negotiation JDA discussions AABC, Germany – June 2025 US Battery Show – Oct 2025 38 Upcoming:- 20 3 Samples Interbattery, South Korea – March under negotiation: 2026
Slide 20: The AnteoBind Life Sciences product suite
LIFE SCIENCES The AnteoBind Life Sciences product suite 1. Multiplex Activation kit 2. AnteoBind Biosensor 3. AnteoBind NXT • Sales to the Serum Institute of • Supporting the development of • Delivers lower cost, higher India for use in their Luminex in- next-generation performing (more sensitive ho
Slide 21: Opportunity pipeline LS February 2026
LIFE SCIENCES Opportunity pipeline LS February 2026 Sales Samples under Qualified Lead evaluation or work program proposals Lateral Flow San Deigo – Oct 2025 35 AusBio –Oct 2025 16 Samples BioAsia India – Feb 2026 under negotiation: 8 • Serum Institute India • Contract value: US$1.8 million • Contra
Slide 22: Looking Forward
Looking Forward • $3.5 million (net of costs) Capital Raise closed 4 February 2026 (post period end). • With cash in bank, the potential 2026 R&D rebate and contracted sales, sound basis for progress • Targets for 2H FY26 (by 30 June 2026) with a focus on Sales: • New LS customer conversions and par