Energy Technologies Limited · ASX:EGY
Energy Technologies — Investor Presentation (October 2026)
18 slides from Energy Technologies's investor presentation, Oct 22, 2026
Slide 1: Eyes up. Hands free.
COGENIC / INVESTOR PRESENTATION rsonal use only Eyes up. Hands free. Laser beam scanning display technology for people whose job doesn’t let them look down. EXIT ROUTE · 12m · HANDS FREE ENERGY TECHNOLOGIES LIMITED | ASX: EGY | 22 OCTOBER 2026 To view this announcement on our website and to ask any
Slide 2: Two signed commercial agreements
01 / THE MOMENT Two signed commercial agreements rsonal use only BINDING HEADS OF AGREEMENT AMALGAMATED VISION · MASTER LICENCE Up to US$10M 5% royalty Purchasing framework for Cogenic smart glasses. A Licence of Cogenic’s laser beam scanning US$250,000 proof-of-concept payment for 10 technology for
Slide 3: From agreement to revenue
02 / HOW THE AGREEMENT TURNS INTO REVENUE From agreement to revenue rsonal use only NOW ~28 DAYS UP TO 6 MONTHS ON ACCEPTANCE ON EVERY DELIVERY Agreement signed Spec agreed 10 POC units Purchase orders Orders delivered Binding Heads of Target date, then the Due within 6 months, US$200k balance, then
Slide 4: One agreement opens many doors
03 / PIPELINE One agreement opens many doors rsonal use only SIGNED ADDITIONAL PROJECTS UNDER THE AGREEMENT IN DISCUSSION SYNCH Homeland security Law enforcement ADVANCED Smart glasses, up Supplier to a major global to US$10m Medical first response Military and defence defence company Plus other rea
Slide 5: Ready to build, ready to scale
04 / MANUFACTURING Ready to build, ready to scale rsonal use only GLOBAL SUPPLY CHAIN SHORT RUN Proprietary chips 12 WEEKS Israel to build the first 10 sets, from receipt of specifications Hardware China, Japan, Malaysia MASS PRODUCTION Operating system chips Taiwan 1,000 UNITS Software every 10 day
Slide 6: The overloaded operator
● REC 05 / THE PROBLEM NE 042° rsonal use only The ALPHA 2 · 12m overloaded ALPHA 1 · LEAD operator Frontline teams carry a radio, body camera, tablet and data terminal. Each adds weight, a MOVEMENT · 320m battery and a reason to look away. 4+ 4 0 GPS-DENIED · NAV LOCKED SQUAD 4/4 · COMMS OK DEVICES
Slide 7: Two shifts arrive at once
06 / WHY NOW Two shifts arrive at once rsonal use only [ 01 ] [ 02 ] The display is finally ready AI needs a heads-up screen Laser beam scanning makes all-day glasses possible: Real-time AI can now identify, route, translate and warn. light, low power, and bright enough to read in That value is lost
Slide 8: One wearable. Four capabilities.
07 / THE SOLUTION One wearable. rsonal use only Four capabilities. 01 Two-way comms Voice and team comms, no handset 02 Body-worn video Records the true line of sight 03 Heads-up display Maps, tasks and alerts, eyes up 04 Live data and AI ID checks and AI cues in real time REAL VIEW THROUGH THE COGE
Slide 9: Two ways to put information in sight
08 / TWO SOLUTIONS, ONE ENGINE Two ways to put information in sight rsonal use only 01 · SUPPLIED TO SYNCH 02 · LICENSED TO AMALGAMATED VISION Cogenic smart glasses Retinal display Everyday-looking glasses with a built-in laser projector, Cogenic’s laser engine draws the image directly onto the came
Slide 10: Under the hood
09 / THE TECHNOLOGY Under the hood rsonal use only 1 Laser projector 4 MEMS laser engine in the frame corner 1 2 Waveguide lens Clear lens, the world stays in view 3 5 3 Camera Records the true line of sight 2 4 Electronics Video and mirror control on one chip 5 Battery In the temple tip, for balanc
Slide 11: Why laser beam scanning wins
10 / WHAT MAKES IT UNIQUE Why laser beam scanning wins rsonal use only DISPLAY BRIGHTNESS AT THE PANEL (NITS, LOG SCALE) Micro-OLED 2-5K 1920×720 50°×30° resolution, vs 1280×720 field of view, the for other laser players widest in its class Frontlit LCOS 300K Micro-LED 1M+ 70HZ UP TO 70% MEMS laser
Slide 12: One laser engine, many products
11 / FUTURE APPLICATIONS One laser engine, many products rsonal use only LATER STAGE LATER STAGE Helmet-mounted displays Vehicle and cockpit HUDs Day-bright information for dismounted Compact head-up displays for vehicles troops and aircrew and aircraft LATER STAGE LATER STAGE Laser sensing and LiDA
Slide 13: Land through partners who already own the customer
12 / GO-TO-MARKET Land through partners who already own rsonal use only the customer [ 01 ] [ 02 ] [ 03 ] [ 04 ] Partner Prove Scale Replicate Sign with integrators A paid proof-of- A purchasing Repeat in new markets, whose customers concept built to the framework turns and license the engine alread
Slide 14: Market opportunity: built bottom-up
13 / MARKET OPPORTUNITY 72 million people who need eyes up rsonal use only Built bottom-up ~US$42BN ~72.5m personnel across defence, police, fire, TOTAL MARKET · GLOBAL, ALL SEGMENTS ambulance, border and critical infrastructure. Allied first ANZ, Five Eyes, NATO and selected Indo-Pacific ~US$14BN a
Slide 15: Beyond defence: six markets
14 / NEW APPLICATIONS Beyond defence: six markets rsonal use only Defence Government services Police Eyes-up awareness, silent data Border, customs, corrections Live tasking, body-worn video Fire and rescue Construction Critical infrastructure Navigation in zero visibility Plans and checks in view,
Slide 16: Device sales, recurring software
15 / BUSINESS MODEL Device sales, recurring software rsonal use only [ 01 ] ONE-OFF [ 02 ] RECURRING [ 03 ] PER UNIT The device Management software Royalties Cogenic smart glasses sold per unit Subscription to run the fleet: 5% on partner units that use under purchase orders, starting devices, conte
Slide 17: See more. Carry less.
COGENIC rsonal use only See more. Carry less. SIGNED UNIQUE SCALABLE SYNCH up to US$10m and an AV MEMS laser beam scanning: Fabless, with hardware, royalty licence at a 5% royalty light, low power, sunlight-bright and recurring revenue ENERGY TECHNOLOGIES LIMITED | ASX: EGY | ENERGYTECHNOLOGIES.COM.
Slide 18: Important notice
Important notice rsonal use only Topic Notice General Issued by Energy Technologies Limited (ASX: EGY) for information only. Not a prospectus, offer of securities or financial product advice. Read with EGY’s ASX announcements. SYNCH framework The Heads of Agreement does not oblige SYNCH to order a m
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