AML3D LIMITED — Regulatory Filings 2025

Oct 26, 2025

SEPTEMBER 2025 QUARTERLY ACTIVITIES REPORT AND APPENDIX 4C

AML3D Limited (ASX: AL3) (" AML3D " or " the Company "), a leader in large-scale Wire Additive Manufacturing (“ WAM[®] ”) technology and 3D metal printing solutions, is pleased to provide the Quarterly Activities Report and Appendix 4C for the quarter ended 30 September 2025 ( 1Q26 ).

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KEY HIGHLIGHTS DURING THE QUARTER

Customer receipts in 1Q26 were a solid A$2.5 million , down A$0.25 million on the prior comparable period ( PCP ). AML3D’s huge growth opportunity within the U.S. Navy Maritime Industrial Base ( MIB ) was underpinned by the U.S. Department of the Navy issuing a Letter of Intent ( LOI ) during 1Q26. The LOI identifies AML3D’s proprietary ARCEMY[®] technology as key to meeting an estimated A$150 - A$200 million MIB additive manufacturing opportunity[1] . Post 1Q26, an initial A$4.5 million ARCEMY[®] order from Huntington Ingalls Industries ( HII )[2] , the largest military shipbuilder in the U.S.A., demonstrated progress on converting the LOI into confirmed sales. In parallel, AML3D’s ongoing U.S. advocacy program to deepen relationships with key opinion leaders ( KOL ) and partners in the U.S. Defence, Government and Manufacturing sectors continued and is expected to support additional MIB orders.

Key highlights during the quarter included:

• AML3D builds out U.K. and European distribution capabilities, following BAE Systems U.K. order.

• AML3D ARCEMY[®] X system on-line at the TVA, the largest public utility in the U.S.A.

• AML3D receives A$1.2m portable ARCEMY[®] system order from Austal USA.

• U.S. Navy issues AML3D with Letter of Intent forecasting demand for 100 ARCEMY[®] systems and 1,600 parts.

• Advocacy program drives adoption of ARCEMY[®] within U.S. Navy Maritime Industrial Base.

GROWTH STRATEGY

US Scale Up

AML3D’s U.S. Scale Up strategy, with a primary focus on delivering our proprietary advanced additive manufacturing to enhance U.S. Navy MIB manufacturing, is expected to continue to accelerate AML3D’s growth. The A$4.5 million order to deploy two custom ARCEMY[®] X systems to HII’s Newport News Shipbuilding (“ NNS ”) division validates the estimated A$150 - A$200 million U.S. Navy LOI opportunity. AML3D is targeting additional near-term sales to HII and is currently expanding the number of ARCEMY[®] Systems in our Technology Centre at Stow, Ohio, to four units.

1AML3D Ltd, US Navy Issues AML3D with Letter of Intent and Forecast, 7 July 2025 2AML3D Ltd, ~$4.5 million ARCEMY® order from the largest shipbuilder in the USA, 20 October 2025

AML3D Limited. ACN 602 857 983. AML3D USA Inc. is a wholly owned subsidiary of AML3D Limited. UEI: SSYJDKS9G156. Aus Pat 2019251514. JP 7225501. EP 3781344. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks of AML3D Limited.

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The high demand across the US MIB was also demonstrated by the A$1.2m portable ARCEMY[®] system order from Austal USA[3] for deployment at the U.S. Navy’s Additive Manufacturing Centre of Excellence in Danville, Virginia. This portable ARCEMY[®] small edition will be delivered pre-mounted in a shipping container to dramatically reduce installation time from 2-3 weeks to 2-3 days. This portable ARCEMY[®] system will accelerate technological development and small part manufacturing at Danville and demonstrates how ARCEMY[®] can be used for forward deployments across the U.S. military. When delivered, Austal USA will have three ARCEMY[®] systems in operation.

While meeting the huge demand forecast by the U.S. Department of the Navy is AML3D’s most significant growth opportunity, the Company is continuing to develop opportunities in other industrial manufacturing markets. The successful installation of an ARCEMY[®] X at the Tennessee Valley Authority ( TVA )[ 4] marks AML3D’s entry into the U.S. Utilities sector. The TVA is federally owned and is the sixth-largest power supplier and largest public utility in the U.S.A. The A$2.27 million TVA contract includes training and production of qualification blocks.

UK & Europe

AML3D has identified that the initial demand signals that informed the U.S. Scale Up strategy are now present in the U.K. and emerging in other key European defence markets. AML3D has already signed a A$1.2 million material feasibility and test block program with BAE Systems U.K.[5] and has plans and funding to establish a European facility to meet the expected strong growth in the region. In addition, AML3D worked on a confidential component manufacturing order for a U.K. defence prime supplier. Entry into the U.K. Defence market is a key part of the next phase of AML3D’s growth strategy.

During 1Q26, AML3D put in place two distribution agreements to support the strong, emerging demand signals across the U.K. and Europe. A two-year, non-exclusive, distribution partnership with Scotland-based Arc Additive Limited[6] covers the U.K. and Europe, while a similar deal with German-based DMFG Solutions GmbH[7] will focus on European markets. Funding for the A$5 million European Technology Hub has been agreed and will be optimised to meet the growing European demand trends as they crystallise.

Entry into the U.K. Defence market is a key part of the next phase of AML3D’s growth strategy.

Australia

AML3D’s Australian facility is providing additional capacity to support the rollout of the U.S. Scale Up strategy and initial U.K. Defence contract. Australia is also AML3D’s Research and Development base. Ensuring AML3D’s ARCEMY[®] systems remain at the leading edge of large-scale, metal additive manufacturing technology is critical to maintaining the Company’s competitive advantage and relevance as a leader in Wire Arc Additive Manufacturing.

In 1Q26, AML3D invested a further A$364,000 in the ADIR project[8] to increase ARCEMY[®] deposition rates and accelerate component production. AML3D’s investment in ADIR was augmented by a further A$412,000 funding instalment from the South Australian Government. The total budget for the ADIR project is A$2.24 million, with 50% provided by the South Australian Government.

Advocacy program

AML3D’s ongoing U.S. advocacy program remains critical to raising the profile of ARCEMY[®] as a proven and leadingedge technology to revitalise the U.S. Navy’s shipbuilding and repair capabilities. This awareness amongst key U.S. opinion leaders (KOL) and partners in the U.S. Defence, Government and Manufacturing sectors made a significant contribution to AML3D’s receiving the U.S. Department of the Navy LOI identifying A$150 - A$200 million MIB

3AML3D Ltd, AML3D receives $1.2m portable ARCEMY® system order from Austal USA , 15 July 2025

4AML3D Ltd, ARCEMY® X Operational at the Largest Public Utility in USA, 4 August 2025

5 AML3D Ltd, AML3D expands into UK Defence market with alloy test contract, 15 April 2025

6 AML3D Ltd, AML3D Accelerates Entry into Europe with UK Distributor Deal, 28 July 2025

7 AML3D Ltd, AML3D Extends European Distribution Capabilities, 6 August 2025

8 AML3D Ltd, AML3D Wins SA Government Grant $2.24M Technology Investment, 4 June 2024

AML3D Limited. ACN 602 857 983. AML3D USA Inc. is a wholly owned subsidiary of AML3D Limited. UEI: SSYJDKS9G156. Aus Pat 2019251514. JP 7225501. EP 3781344. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks of AML3D Limited.

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opportunity. An opportunity that extends ARCEMY[®] beyond U.S. Navy submarines into surface ships, aircraft carriers and munitions.

AML3D has been engaging with, and gaining insights from, the most senior leaders and decision makers within the U.S. MIB. There is strong support from the MIB leadership, who helped to map a potential 5-year program to build ARCEMY[®] centric additive manufacturing capacity and support for the MIB. The five-year program concept includes working collaboratively with U.S. Defense primes on proof of concept ARCEMY[®] production of an initial 30 - 60 parts out of the 400 highlighted in the LOI for 2026. The MIB leadership also identified an immediate need for up to ten ARCEMY[®] systems under a flexible operating model that includes options to embed the systems in the MIB supply chain and for AML3D to operate them under a contract manufacturing model.

The insights and intelligence gained through this ongoing proactive advocacy program will inform and optimise AML3D’s plans to expand its U.S. operations and capacity to meet the significant demand from within the MIB and directly from U.S. Defense Primes, including HII.

AML3D’s access to the highest echelons of the U.S. MIB leadership is also being actively supported by Australia’s ambassador to the United States, Kevin Rudd. Minister for Defence Industry of Australia, Pat Conroy, has asked to be kept informed of the evolution of the operating model for U.S. MIB ARCEMY[®] system installations and component manufacturing. Minister Conroy has identified there may be opportunities to incorporate U.S. MIB best practice when integrating additive manufacturing into Australia’s AUKUS supply model.

FINANCIAL UPDATE

AML3D is announcing cash receipts of A$2.5 million in the September 2025 quarter, down 9% on the PCP.

The investment in AML3D’s ARCEMY[®] Increase Deposition Rates (AIDR) R&D project in the September 2025 quarter was A$364,000 out of a total budget of A$2.24 million. A further A$412,000 in funding from the South Australian Government was received during the quarter, bringing the total funding to date for the AIDR project to A$1.1 million received from the exercise of options.

AML3D retains the balance sheet strength to fund the Company’s A$12 million plan to more than double U.S. manufacturing and A$5 million plan to establish a European manufacturing and technology centre.

OUTLOOK

AML3D’s U.S. Scale Up strategy, flexible operating model and strong U.S. advocacy program gives the Company confidence it will deploy multiple ARCEMY[®] Systems to the U.S. during the 2026 Financial Year (FY26). There is also strong confidence that AML3D will initiate and advance U.S. production capability to deliver an initial 30 to 60 US MIB components during FY26, with a target of scaling up to 400 components. This confidence is enhanced by the A$150 - A$200 million MIB Additive manufacturing forecast in the U.S. Department of the Navy LOI.

In addition to the U.S. defence opportunity, AML3D expects its entry into the U.K. defence market, at the emergence of strong demand across the U.K. and European defence sectors, will support mid-term growth. As will AML3D’s expansion into the U.S. energy and utilities markets through the TVA ARCEMY[®] system sale[9] . Expansion into additional sectors such as Utilities, Aerospace, Nuclear, Oil & Gas and Marine sectors will be a key driver of AML3D’s strategy to create additional medium-term growth opportunities.

AML3D has a strong balance sheet and a well-developed and funded investment program to drive growth in the U.S. and Europe and to maintain the ARCEMY[®] technology advantage through its R&D projects.

9AML3D Ltd, AML3D wins $2.27M ARCEMY® X Contract in US Utilities Sector, 09 December 2024

AML3D Limited. ACN 602 857 983. AML3D USA Inc. is a wholly owned subsidiary of AML3D Limited. UEI: SSYJDKS9G156. Aus Pat 2019251514. JP 7225501. EP 3781344. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks of AML3D Limited.

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This announcement has been authorised for release by the Board of AML3D.

For further information, please contact:

Sean Ebert Chief Executive Officer AML3D Limited T: +61 429 550 593 E: investor@aml3d.com

Hamish McEwin

Chief Financial Officer AML3D Limited

T: +61 429 550 593 E: investor@aml3d.com

About AML3D Limited

AML3D Limited, a publicly listed technology company founded in 2014, is disrupting metal part supply chains using the Company’s patented Wire Additive Manufacturing (WAM[®] ) process. WAM[®] combines state-of-the-art welding science, robotics automation, materials engineering and proprietary software to lead metal additive manufacturing globally. AML3D is the OEM of the ARCEMY[®] industrial metal 3D printing systems. ARCEMY[®] uses WAM[®] to provide advanced, automated, on-demand, point-of-need 3D manufacturing solutions that are more efficient, cost-effective and have better ESG outcomes compared to traditional casting, forging and billet machining processes. ARCEMY[®] is IIoT and Industry 4.0 enabled to allow manufacturers across Aerospace, Defence, Maritime, Manufacturing, Mining and Oil & Gas to become globally competitive. AML3D also provides metal 3D printing design engineering services, software licencing, technical support, consumable sales and contract manufacturing services.

AML3D Limited. ACN 602 857 983. AML3D USA Inc. is a wholly owned subsidiary of AML3D Limited. UEI: SSYJDKS9G156. Aus Pat 2019251514. JP 7225501. EP 3781344. AML3D[®] , WAM[®] , WAMSoft[®] , ARCEMY[®] are all registered trademarks of AML3D Limited.

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Rule 4.7B

Appendix 4C

Quarterly cash flow report for entities subject to Listing Rule 4.7B

Name of entity

AML3D Limited

ABN

55 602 857 983

Quarter ended (“current quarter”) 30 September 2025

Consolidated statement of cash flows	Current quarter $A’000	Year to date (3 months) $A’000
1. Cash flows from operating activities 1.1 Receipts from customers 1.2 Payments for (a) research and development (b) product manufacturing and operating costs (c) advertising and marketing (d) leased assets (e) staff costs (f) administration and corporate costs 1.3 Dividends received (see note 3) 1.4 Interest received 1.5 Interest and other costs of finance paid 1.6 Income taxes paid 1.7 Government grants and tax incentives 1.8 Other (provide details if material) 1.9 Net cash from / (used in) operating activities	2,495 (356) (761) (57) - (1,788) (827) - 317 (41) - 432 -	2,495 (356) (761) (57) - (1,788) (827) - 317 (41) - 432 -
	(586)	(586)
2. Cash flows from investing activities 2.1 Payments to acquire or for: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets	- - (103) - - -	- - (103) - - -

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Consolidated statement of cash flows	Consolidated statement of cash flows	Current quarter $A’000	Year to date (3 months) $A’000
2.2 Proceeds from disposal of: (a) entities (b) businesses (c) property, plant and equipment (d) investments (e) intellectual property (f) other non-current assets 2.3 Cash flows from loans to other entities 2.4 Dividends received (see note 3) 2.5 Other (provide details if material) 2.6 Net cash from / (used in) investing activities		- - 5 - - - - - -	- - 5 - - - - - -
		(98)	(98)
3. Cash flows from financing activities 3.1 Proceeds from issues of equity securities (excluding convertible debt securities) 3.2 Proceeds from issue of convertible debt securities 3.3 Proceeds from exercise of options 3.4 Transaction costs related to issues of equity securities or convertible debt securities 3.5 Proceeds from borrowings 3.6 Repayment of borrowings 3.7 Transaction costs related to loans and borrowings 3.8 Dividends paid 3.9 Other (provide details if material) 3.10 Net cash from / (used in) financing activities		- - 1,079 - - (53) - - -	- - 1,079 - - (53) - - -
		1,026	1,026
4. 4.1 4.2 4.3	Net increase / (decrease) in cash and cash equivalents for the period Cash and cash equivalents at beginning of period Net cash from / (used in) operating activities (item 1.9 above) Net cash from / (used in) investing activities (item 2.6 above)	30,398 (586) (98)	30,398 (586) (98)

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Consolidated statement of cash flows	Consolidated statement of cash flows	Current quarter $A’000	Year to date (3 months) $A’000
4.4 4.5 4.6	Net cash from / (used in) financing activities (item 3.10 above) Effect of movement in exchange rates on cash held Cash and cash equivalents at end of period	1,026 (19)	1,026 (19)
		30,721	30,721
5. Reconciliation of cash and cash equivalents at the end of the quarter (as shown in the consolidated statement of cash flows) to the related items in the accounts		Current quarter $A’000	Previous quarter $A’000
5.1 Bank balances 5.2 Call deposits 5.3 Bank overdrafts 5.4 Other (provide details) 5.5 Cash and cash equivalents at end of quarter (should equal item 4.6 above)		6,721 24,000 - -	10,398 20,000 - -
		30,721	30,398
6. Payments to related parties of the entity and their associates			Current quarter $A'000
6.1 Aggregate amount of payments to related parties and their associates included in item 1 - 6.2 Aggregate amount of payments to related parties and their associates included in item 2 - Note: if any amounts are shown in items 6.1 or 6.2, your quarterly activity report must include a description of, and an explanation for, such payments.			-
			-

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

7. 7.1 7.2 7.3 7.4 7.5 7.6	Financing facilities Note: the term “facility’ includes all forms of financing arrangements available to the entity. Add notes as necessary for an understanding of the sources of finance available to the entity. Total facility amount at quarter end $A’000 Amount drawn at quarter end $A’000 Loan facilities - - Credit standby arrangements - - Other (please specify) - - Total financing facilities - - Unused financing facilities available at quarter end - Include in the box below a description of each facility above, including the lender, interest rate, maturity date and whether it is secured or unsecured. If any additional financing facilities have been entered into or are proposed to be entered into after quarter end, include a note providing details of those facilities as well.	Total facility amount at quarter end $A’000	Amount drawn at quarter end $A’000
		-	-
		-	-
		-	-
		-	-
	N/A
8.	Estimated cash available for future operating activities		$A’000
8.1 8.2 8.3 8.4 8.5 8.6	Net cash from / (used in) operating activities (item 1.9) (568) Cash and cash equivalents at quarter end (item 4.6) 30,721 Unused finance facilities available at quarter end (item 7.5) - Total available funding (item 8.2 + item 8.3) 30,721 Estimated quarters of funding available (item 8.4 divided by item 8.1) 54 Note: if the entity has reported positive net operating cash flows in item 1.9, answer item 8.5 as “N/A”. Otherwise, a figure for the estimated quarters of funding available must be included in item 8.5. If item 8.5 is less than 2 quarters, please provide answers to the following questions: 8.6.1 Does the entity expect that it will continue to have the current level of net operating cash flows for the time being and, if not, why not?		(568) 30,721 -
			30,721
	Answer: N/A
	8.6.2 Has the entity taken any steps, or does it propose to take any steps, to raise further cash to fund its operations and, if so, what are those steps and how likely does it believe that they will be successful?
	Answer: N/A
	8.6.3 Does the entity expect to be able to continue its operations and to meet its business objectives and, if so, on what basis?
	Answer: N/A
	Note: where item 8.5 is less than 2 quarters, all of questions 8.6.1, 8.6.2 and 8.6.3 above must be answered.

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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Appendix 4C Quarterly cash flow report for entities subject to Listing Rule 4.7B

Compliance statement

• 1 This statement has been prepared in accordance with accounting standards and policies which comply with Listing Rule 19.11A.

• 2 This statement gives a true and fair view of the matters disclosed.

Date: 27 October 2025

Authorised by: the Board

(Name of body or officer authorising release – see note 4)

Notes

1. This quarterly cash flow report and the accompanying activity report provide a basis for informing the market about the entity’s activities for the past quarter, how they have been financed and the effect this has had on its cash position. An entity that wishes to disclose additional information over and above the minimum required under the Listing Rules is encouraged to do so.

2. If this quarterly cash flow report has been prepared in accordance with Australian Accounting Standards, the definitions in, and provisions of, AASB 107: Statement of Cash Flows apply to this report. If this quarterly cash flow report has been prepared in accordance with other accounting standards agreed by ASX pursuant to Listing Rule 19.11A, the corresponding equivalent standard applies to this report.

3. Dividends received may be classified either as cash flows from operating activities or cash flows from investing activities, depending on the accounting policy of the entity.

4. If this report has been authorised for release to the market by your board of directors, you can insert here: “By the board”. If it has been authorised for release to the market by a committee of your board of directors, you can insert here: “By the [ name of board committee – eg Audit and Risk Committee ]”. If it has been authorised for release to the market by a disclosure committee, you can insert here: “By the Disclosure Committee”.

5. If this report has been authorised for release to the market by your board of directors and you wish to hold yourself out as complying with recommendation 4.2 of the ASX Corporate Governance Council’s Corporate Governance Principles and Recommendations , the board should have received a declaration from its CEO and CFO that, in their opinion, the financial records of the entity have been properly maintained, that this report complies with the appropriate accounting standards and gives a true and fair view of the cash flows of the entity, and that their opinion has been formed on the basis of a sound system of risk management and internal control which is operating effectively.

ASX Listing Rules Appendix 4C (17/07/20) + See chapter 19 of the ASX Listing Rules for defined terms.

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