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AML3D LIMITED — AGM Information 2025
Nov 2, 2025
64357_rns_2025-11-02_e6e989aa-f2e5-426a-9c38-b13a4814983a.pdf
AGM Information
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2025 Annual General Meeting
AML3D Limited (ASX:AL3) November 2025
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 contained herein. Any projections and forecasts contained in this presentation represent best estimates only and involve significant elements of subjective judgement and analysis which may or may not be accurate. No representation or warranty is given as to the achievement or reasonableness of any plans, future projections, management targets, prospects or returns and nothing in this presentation is or should be relied upon as a promise or representation as to the future.
AML3D disclaim all liability for any loss or damage of whatsoever kind (whether foreseeable or not) which may arise from any person acting on any information and opinions contained in this presentation, notwithstanding negligence, default or lack of care. No responsibility is accepted to inform the recipient of this presentation of any matter arising or coming to AML3D’s notice in relation to this opportunity. In providing this presentation, no obligation is undertaken to provide the recipient with access to any additional information.
The recipient should not rely on any material contained in this presentation as a statement or representation of fact. No recipient should expect AML3D to owe it any duties or responsibilities in connection with any transaction. To the maximum extent permitted by law, AML3D expressly disclaim any and all liability (including without limitation for negligence) for representations or warranties or in relation to the accuracy or completeness of the information, statements, opinions or matters – expressed or implied, contained in, arising out of, derived from or for omissions from this presentation or any other written or oral communications transmitted or made available including, without limitation, any historical financial information, any estimates or projections and any other financial information derived therefrom.
This presentation is not and does not constitute an offer to sell or the solicitation, invitation or recommendation to purchase any securities and neither this presentation nor anything contained in it forms the basis of any contract or commitment.
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AUSTRALIA | UNITED STATES Aust Pat. 20192251514. JP Pat. 7225501. EP 3781344. // AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks of AML3D Limited.
© 2025 AML3D (ASX:AL3) 2
Board: Broad experience – Global skillsets
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Noel Cornish AM Chairman, Non-Executive Director B.Sc, M.Eng.Sc., FAICD FUOW
Noel Cornish joined the Board of AML3D as a Non-executive Director and Chairman in October 2022. His former roles include Chief Executive of BlueScope Limited’s Australian and New Zealand steel manufacturing businesses, Deputy Chancellor University of Wollongong, President Northstar BHP LLC in Ohio USA, Chairman of Snowy Hydro Limited and IMB Bank, as well as past National President Ai Group. Noel is currently Chairman of the Hunter Valley Coal Chain and a member of the University of Newcastle Council. Noel was appointed a Member of the Order of Australia in 2017 for his business leadership and community service. The Board considers that Mr Cornish is an independent director.
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Sean Ebert Managing Director BEng Hons ( Electrical ), GAICD, MBA
Sean has 25 years of executive and boardlevel experience across public and commercial sectors, with particular expertise within the engineering sectors of oil and gas, mining and resources and emerging technologies in Australia, the Middle East, South America, the US and Europe.
Non-executive director of MLEI Consulting Engineers Pty Ltd and Apxium Technologies Pty Ltd, Deputy Chairman of FCT International Pty Ltd and Chairman of Tony's Wholesale Flowers Pty Ltd.
Previously the CEO of Beston Pacific Asset Management, Global Director of M&A of WorleyParsons, CEO of Camms Pty Ltd and CEO of Camms Profit Impact Pty Ltd.
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Andy Sales Executive Director, CTO MEng, MSc, CEng, CMatP
Founding director of AML3D in 2014. Has been an Executive Director since 2019 and held the CEO position between 2019 to late 2022.
Renowned welding technology expert with over 30 years of global experience (Australia, Europe, South America, Africa and Asia).
Held a variety of roles across upper management and senior leadership within the oil and gas, resources, and mining sectors including advanced manufacturing, heavy engineering and fabrication sectors.
Chartered Engineer with a Master of Engineering and Master of Science, as well as Diploma in Quality Management and Auditing. Sits on two Standards Australia committees, including the position of co-Chairperson on the committee for Additive Manufacturing.
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Peter Siebels Non-Executive Director
Following a thirty-year career with KPMG including roles on the Australian National Board and National Executive Committee, Peter has pursued a career in Governance and Advisory, since 2015.
Governance positions include Chair roles with the RAA, RAA Insurance, Electricity Industry Superannuation Scheme, Hood Sweeney, Robern Menz and also a nonexecutive director role with ECH, GCF Investments Pty Ltd.
Peter has Chaired many Board Committees, including Investment, Finance and Audit, Governance and Nominations and Risk.
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Kaitlin Smith Company Secretary B.Com (Acc), CA, FGIA
Kaitlin has more than 15 years of professional experience as Company Secretary of several ASX listed companies in a variety of industries.
Appointed to the position of Company Secretary at AML3D on 30 November 2022.
Chartered Accountant, a fellow member of the Governance Institute of Australia.
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© 2025 AML3D (ASX:AL3) 3
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Agenda
01 Chairman’s Address
02 CEO and MD’s Address 03 AML3D USA Update 04 Formal Business
Noel Cornish AM Chairman Sean Ebert Non-Executive Director Pete Goumas President, AML3D USA Noel Cornish AM Chairman
Chairman’s Address: Year in Review
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US Navy Letter of Intent highlights strong demand that validates the US growth strategy and investment in a new Technology Centre.
Entry into Europe with UK Defense contract and Technology Centre plans to access strong demand mirroring early US growth.
Expansion in high growth markets supported by Australian based operations, technology leadership program and strong balance sheet.
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US Navy LoI - July 2025
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FIRST UK Defence contract - April 2025
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Aus Technology Centre – North Plympton
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© 2025 AML3D (ASX:AL3) 5
CEO and MD’s address: Summar y
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Baseline US Defence market opportunity of $150 - $200 million supports $12 million investment to double US capacity.
ARCEMY innovation delivers custom defense solutions, including portable system to meet multiple US military applications.
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US Technology Centre - Stow, Ohio
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ARCEMY X – Linear
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Entry into US Utilities as strategy to access additional US markets, including Aerospace, Marine, Energy and Oil & Gas gains traction.
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ARCEMY supporting US power utility*
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*https://www.tva.com/about-tva
© 2025 AML3D (ASX:AL3) 6
CEO and MD’s address: UK and Europe
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BAE Systems contract marks entry into the Europe Defense markets showing the same demand signals that prompted US entry.
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BAE Systems – Barrow in Furness facility*
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Opportunity to roll out US playbook to accelerate European expansion, including establishment of $5 million Technology Centre.
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AML3D Technology Centre
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Australia to support European roll out, drive R&D and technology leadership and support AUKUS and Australian Defence contracts.
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UK and European Distribution Partners
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*By Stephen Middlemiss, CC BY-SA 2.0, https://commons.wikimedia.org/w/index.php?curid=12730771
© 2025 AML3D (ASX:AL3) 7
CEO and MD’s address: Financial Performance
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Solid performance includes customer receipts up 8% to $8.67 million, with $9 million of orders in hand rolling into 2026.
Net losses up 78% to $7.40 million includes setting up US Technology Centre, expanding US operations and R&D expenses.
Strong Balance sheet creates fire power to double US capacity, set up a European Technology Centre and continue R&D.
| Metric | FY 2025 | Change |
|---|---|---|
| Revenue | $7.39m | 1% |
| Gross profit | $5.05m | 9% |
| EBITDA | ($6.54m) | 98% |
| Net Loss Before Tax | ($7.40m) | 78% |
| Gross profit margin | 68% | 5% |
| Customer receipts | $8.67m | 8% |
| Orders in hand | $9 m | 34% |
| Cash at bank (30 Jun ‘25) | $30.4m | 290% |
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© 2025 AML3D (ASX:AL3) 8
President AML3D USA: US Ex ansion , p
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Potential for rapid US growth underpinned by official opening of Technology Centre and effective advocacy campaign.
US Navy demand updates highlight need for 100 systems and 1600 parts by 2030 and will inform AML3D’s US investment plans.
ACREMY X installation in the US utility sector validates $12m investment to double US capacity and non-defense growth opportunity.
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US Technology Centre opening - Stow, Ohio
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US Navy demand study identifies need for: • 100 SYSTEMS • Est. 400 Parts from FY26 • Est. 1600 Parts by 2030
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ACREMY X system
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© 2025 AML3D (ASX:AL3) 9
President AML3D USA: Stren , gthening the US team
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Frederick J. Stefany, founder and first Program Manager of the US Navy’s Maritime Industrial Base, joins Board of AML3D USA Inc.
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FrederickStefany joins AML3D USA
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Well positioned to benefit from the US Government’s positive stance on investment in domestic manufacturing capabilities.
Doubling capacity to meet continued strong and growing demand across the US Defence and industrial manufacturing sectors.
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US Technology Centre - Stow, Ohio
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US Team members at Stow opening
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© 2025 AML3D (ASX:AL3) 10
CEO and MD’s address: Outlook
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Well positioned for growth as US Defence opportunity trebles and additional US markets are accessed.
Building our gobal network with first UK Defence contract and fully funded European Technology Centre investment plan.
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Official opening of US Technology Centre
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AML3D’s global network
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With $9 million of orders rolling over form FY25, AML3D is well positioned to deliver another year of strong growth in FY26.
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Build faster, stronger and
greener with ARCEMY [®]
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Positioned for continued growth in FY26
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© 2025 AML3D (ASX:AL3) 11
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Thank You
AML3D Limited (ASX:AL3) November 2025
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Address Unit 4, 136 Mooringe Ave, North Plympton SABuilding parts bigger, faster, stronger, and greener Contact Sean Ebert Hamish McEwin Managing Director Chief Financial Officer T: +61 8 8258 2658 T: +61 8 8258 2658 E: [email protected] E: [email protected] AML3D Limited (ASX:AL3) Investor Presentation This presentation has been approved for release by the Board of AML3D LimitedSeptember 2024