Aml3d Ltd · ASX:AL3
Aml3d — Non-Deal Roadshow (October 2026)
29 slides from Aml3d's roadshow presentation, Oct 19, 2026
Slide 1: Build faster, stronger and greener with ARCEMY
rsonal use only Build faster, stronger and greener with ARCEMY® AML3D Limited (ASX:AL3) U.S. Investor Roadshow October 2026 1
Slide 2: Disclaimer
Disclaimer AML3D Limited (“AML3D” or “the Company”) does not take responsibility for any information, statement or representation contained in this presentation or any omission from it. AML3D has not carried out an audit or verified any of the information rsonal use only contained herein. Any projec
Slide 3: AML3D Snapshot
AML3D Snapshot An industrial, digital manufacturer combining welding, metallurgical science, robotics and software to provide all-in-one, large scale, advanced metal 3D manufacturing solutions for Defense and commercial applications. rsonal use only ARCEMY® metal 3D printing solution: Largest open-a
Slide 4: 2026 Full Year Results Highlights
2026 Full Year Results Highlights Revenue Orders in hand EBITDA rsonal use only A$12.5m 70% A$16.8m 87% (A$4.2m) 35% USD $8.75m USD $11.8m USD ($2.9m) a 35% improvement on the PCP Reflects strong delivery against ~A$16.8m of orders in hand AML3D’s FY26 order book, that carried over from FY26 into Se
Slide 5: Key Market Statistics
Key Market Statistics Capital Structure1 Share price and volume3 rsonal use only Company name AML3D Limited ASX code AL3 Share price 13.0c Market capitalisation A$73.8m Shares on issue 567.4m Performance rights 8.2m Unlisted Options 45.1m Cash at bank (30 June 2026) A$26.7m Substantial shareholders2
Slide 6: Leadership Positioned to Execute
Leadership Positioned to Execute Selected leadership across U.S. defense, industrial scale and commercial growth. COLLECTIVE EXPERIENCE • ACROSS THE TEAM rsonal use only U.S. Navy & defense manufacturing Industrial scale & commercialization Senior Navy acquisition credentials and U.S. industrial ope
Slide 7: The AML3D Business
rsonal use only The AML3D Business 7
Slide 8: The ARCEMY Advantage
The ARCEMY® Advantage Proprietary metal 3D printing technology that produces large scale, certified, industrial components competing AM technologies can’t and at a speed traditional manufacturing can’t. rsonal use only Reduces inventory costs: Produces components on demand, where needed, to On deman
Slide 9: AML3D Technology Stack – Hardware
AML3D Technology Stack – Hardware ARCEMY® X is the flagship production system, supported by a range of customisable ARCEMY® variants optimised for enterprise and smaller format customer use cases. rsonal use only Flagship production system ARCEMY systems scale and capability ARCEMY® X X Enterprise S
Slide 10: AML3D Technology Stack – Software
AML3D Technology Stack – Software AML3D’s proprietary software converts CAD models into qualified welding paths, operates ARCEMY® systems and captures real-time production data. rsonal use only Software enables recurring fees, technical support and workflow data capture Installed base leverage: Each
Slide 11: Revenue Model and Addressable Markets
rsonal use only Revenue Model and Addressable Markets 11
Slide 12: Revenue Model – Three complementary revenue streams
Revenue Model – Three complementary revenue streams System sales expand the installed base and support recurring revenue, component manufacturing proves technology to drive system sales and recurring annual fees support system optimisation. rsonal use only Capital Sales Revenue model fuels sales gro
Slide 13: Global manufacturing footprint
Global manufacturing footprint Expanding manufacturing base to access additional global defense and industrial manufacturing markets and align with the manufacturing requirements of the trilateral Australia, United Kingdom and USA (AUKUS) defense partners. rsonal use only Establish European operatio
Slide 14: Market Growth
Market Growth Build on successful entry into the US and international defense markets to expand into industrial manufacturing for the Oil & Gas, Aerospace and Utilities sectors. rsonal use only Leverage US operations to continue to accelerate ARCEMY® systems and contract manufacturing sales to the U
Slide 15: Growth Strategy and Outlook
rsonal use only Growth Strategy and Outlook 15
Slide 16: AML3D's Growth Strategy
AML3D’s Growth Strategy Build on AML3D’s position as an OEM supplier of advanced additive manufacturing systems for Defense and industrial manufacturing applications, with recurring annual revenue streams. rsonal use only Continue expansion of US operations to meet current US Navy demand Software Ma
Slide 17: Expanding Global Manufacturing
Expanding Global Manufacturing Increasing capacity drives higher revenues as the existing strong order book is delivered, surging demand in existing markets converts to orders and AML3D aligns with opportunities within AUKUS and additional globally significant markets. rsonal use only Current Commer
Slide 18: U.S. Commercial Traction: From Validation to Production
U.S. Commercial Traction: From Validation to Production Two paths to scale: repeat ARCEMY® system orders and the conversion of alloy qualification into production parts. Demonstrating repeat systems sales and the progression from qualification to production within the U.S. Navy Maritime Industrial B
Slide 19: Growth Strategy – US
Growth Strategy – US Continue strong US defense system and component sales while expanding non-Defense opportunities across the Utilities, Oil & Gas, Marine, Aerospace and Energy sectors. rsonal use only US Navy Letter of Intent confirms strong demand for 100 AM systems and 1600 AM parts by 2030. US
Slide 20: AML3D ARCEMY Systems – Locations
AML3D ARCEMY® Systems – Locations rsonal use only HII Newport News Shipbuilding Newport News, Virginia AML3D USA (6 Systems) Stow, Ohio Cogitic Oak Ridge National Lab Queensland Uni Curtin University Brisbane, QLD Colorado Springs, Oak Ridge, Tennessee Bentley, WA Colorado (1 System) (1 System) (1 S
Slide 21: Growth Strategy – Europe
Growth Strategy – Europe Emerging European demand signals tracking the evolution of the US defense market and informs a growth strategy to scale up in Europe from initial UK Defense contracts. rsonal use only Initial materials testing contract with BAE Systems in the UK creates an entry point to the
Slide 22: Growth Strategy – Australia
Growth Strategy – Australia Australian operations to support emergence of AUKUS demand in Australia, provide additional capacity to support US and European markets and progress R&D to maintain AML3D’s technology leadership. rsonal use only Austrade classifies AML3D as one of the largest exporters un
Slide 23: Outlook
Outlook Strong US demand to drive significant near-term growth; emerging European demand to support medium term growth supported by Australian manufacturing, technology leadership. rsonal use only A$16.8 million of orders in hand rolling over from FY26. Expansion of US operations and strong advocacy
Slide 24: AML3D Board and Leadership team
rsonal use only AML3D Board and Leadership team 24
Slide 25: Boards
Boards Deep industry and corporate governance experience in Australia and the USA. rsonal use only Noel Cornish AM Sean Ebert Andy Sales Peter Siebels Frederick J. Stefany Pete Goumas B.Sc, M.Eng.Sc., FAICD FUOW BEng Hons (Electrical), GAICD, MBA MEng, MSc, CEng, CMatP Non-Executive Director, B.S Me
Slide 26: Executive Leadership Team
Executive Leadership Team The right blend of manufacturing and broader corporate experience. rsonal use only Sean Ebert Pete Goumas Hamish McEwin Jeremy Thomas Nick Aschberger Chief Executive Officer President & CEO Chief Financial Officer Senior VP, Global Sales Vice President Kaitlin Smith and Bus
Slide 27: Board & U.S. Governance
Board & U.S. Governance Industrial, Navy and governance experience to support global growth. COLLECTIVE EXPERIENCE • ACROSS THE TEAM rsonal use only Defense procurement & Navy programs Manufacturing, technology & governance Senior U.S. Navy acquisition and Maritime Industrial Base experience BlueSco
Slide 28: Executive Leadership Team
Executive Leadership Team Execution capabilities across U.S. operations, commercial scale-up and technology. COLLECTIVE EXPERIENCE • ACROSS THE TEAM rsonal use only Manufacturing & product execution Commercial & financial leadership U.S. industrial operations, software engineering and advanced manuf
Slide 29: For more information, please contact
rsonal use only For more information, please contact: AML3D Limited (ASX:AL3) Sean Ebert Hamish McEwin Managing Director Chief Financial Officer T: +61 429 550 593 T: +61 429 550 593 E: [email protected] E: [email protected] This presentation has been approved for release by the Board of AML3D Lim