ARCHER MATERIALS LIMITED — AGM Information 2025

Nov 19, 2025

Archer Materials Limited (ACN: 123 993 233) Lot Fourteen, Frome Road, Adelaide SA 5000 www.archerx.com.au

Archer Materials AGM

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ASX Announcement (ASX: AXE )

20 November 2025

Annual General Meeting - Presentation

Archer Materials Limited (“Archer”, the “Company”, “ASX: AXE”) is pleased to enclose a copy of the presentation to be delivered by Archer’s Chief Executive Officer, Dr Simon Ruffell, at the Company’s Annual General Meeting on 20 November 2025.

The Board of Archer authorised this announcement to be given to ASX.

Investor enquiries Media enquiries Luke Maffei Dylan Mark +61 403 193 579 +61 475 783 675 luke.maffei@automicgroup.com.au dylan.mark@automicgroup.com.au

About Archer

Archer is a technology company that operates within the semiconductor industry. The Company is developing advanced semiconductor devices, including chips relevant to quantum computing and medical diagnostics. Archer utilises its global partnerships to develop these technologies for potential deployment and use across multiple industries. www.archerx.com.au

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Annual General Meeting 2025

20 November 2025

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Overview

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01

ABOUT ARCHER

Our Technology

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12CQ Chip

A carbon-based quantum Qubit demo 1HCY26 device for applications primarily in computing and the possibility of integrating with other electronics.

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Archer Materials is the only ASX-listed quantum technologies company. We are developing products to address high-value problems in computing, sensing, and medical markets.

Advanced Quantum Sensing

Highly sensitive sensors. Wide range of applications.

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Biochip

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Our roadmap

Highly sensitive, chipbased sensors for athome management and treatment of chronic diseases.

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Key Catalysts and Outlook Calendar years to 2027

					Early demo of next gen	Early demo of next gen	Early demo of next gen	Early demo of next gen
					biochip applications
Biochip lab							Biochip prototype			Biochip clinical
demo							ready			trials
Q3 Q4 2025		Q1 2026			Q2		Q3	Q4			Q1 2027	Q2
Quantum sensing									Quantum sensing
application									prototype
identified				Qubit demo
				(compute)

• ‣ Lab demonstrator of blood potassium sensor end of 2025

• ‣ Blood potassium prototype sensor mid2026

• ‣ End of 2026 begin clinical trials for blood potassium sensor

• ‣ Targeting quantum application and market validation end of 2025 (TMR, carbon/graphene)

• ‣ Work to begin on development of next generation biosensor from R&D – early 2026

• ‣ Carbon-based quantum qubit demonstration mid-2026 (computing)

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QUANTUM COMPUTING

Archer’s Carbon Quantum – differentiation & advantages

• Our differentiated approach is aimed at tackling current quantum technology roadblocks like manufacturability, scaling, cost, and complexity.

• Our purpose is to commercialise quantum innovation in ways that deliver real competitive advantage to customers.

• Attractive quantum properties that provide:  Simplified device architectures.

• Manufacturable technology.

• Diverse technologies from qubits for computing to sensing in areas like navigation and biomedical.

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QUANTUM COMPUTING

Quantum Technology: The Next Frontier

Archer considers quantum technology to be the next great technological advance.

• ‣ Archer is the only ASX-listed quantum company.

• ‣ Adoption of quantum tech expected to increase with quantum hardware maturity.

• ‣ Quantum computing and sensing is expected to rapidly increase in share of total quantum value.

• ‣ US$30B market by 2030.

Quantum Technology Market Growth Projections 2025-2040

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Sources: BCG analysis

Krelina, “Quantum technology for military applications” EPJ Quantum Technology (2021); IBM quantum roadmap; IonQ quantum roadmap

BioChip

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02

BIOCHIP

High-Value Problem

Archer’s biochip uses highly sensitive, high speed, low power sensors to detect ions in blood. The chip will be integrated into an at-home testing system that will analyse a finger prick of blood.

• ‣ Over 850M people (>10% of global population) suffer from chronic kidney disease (CKD).

• ‣ More than US$3B total addressable market within the US$80B+ renal disease space.

• ‣ Kidney disease patients are at high risk of lethal potassium imbalances (kidneys regulate electrolytes)  Hyperkalemia.

• ‣ Potassium testing is lab-based, monthly, and too infrequent for timely intervention.

• ‣ Extendable to heart disease and treatment.

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Up to 4% annual increase in years of life lost
due to CKD in high-burden regions.
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1. Kidney Health Australia (https://kidney.org.au/kidney-check-heart-diabetes-blood-pressure)

2. Yole “Biosensors Marketing Report 2024-32”, Market Research Future “Renal Disease Market Report”. Bottom-up estimate using refs above

3. ‣ Extendable to more applications in medicine, industrial, and agriculture.

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8

BIOCHIP

Value Proposition (US Medicare Population)

• The Problem : CKD patients with hyperkalemia drive billions in preventable costs (>$15k per patient, >$30B total).

• The Gap : No convenient, fast, low-cost potassium testing exists today.

• The Opportunity : Our portable tester enables early detection → fewer admissions → significant savings.  $1 to $10B savings from the >$30B current burden.

• $50 to $1000 per year per patient cost vs >$15,000

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Cost per year per patient ($)
40,000
$34,363
20,000
$15,013
0
With Hyperkalemia Without Hyperkalemia
% with CKD AND >65 y Medicare population
hyperkalemia
 1.4M
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US population
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1. Mu et al, CMRO (2020) 2. USRDS annual report

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BIOCHIP

Our Solution: Archer Potassium Test

The first of its kind and the most technologically advanced POC medical diagnostic in the world.

Built to prevent life-threatening cardiac events.

• A technology inflection beyond decades-old lateral flow tests.

• More capability and applications.

Potassium Sensor

Lead application for our chip-based sensing platform.

Chip - Highly sensitive, fast response, low power

Target spec

Recent results from the sensor chip

Haemolysis Sensor Eliminates false positives from blood cell rupture

Accessible

Simple at-home testing, even in rural or remote areas

(mM)

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Concept Image

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BIOCHIP

At-home Potassium Sensor - Roadmap Phase gate development process for a diagnostic medical device regulated under ISO13485

Scale up & Development & Verification & Proof of concept Feasibility transfer to Launch Optimisation validation manufacturing 2025 • Work ramping up in Sydney, towards Archer’s 1[st] prototype. Target of prototype in 2026. • Building strategic partnerships: Regulatory and product medical diagnostics companies, placement plan. academic groups, product development consortia. Archer aiming to begin • Building access to clinical advisors, potential trial locations. clinical trials by end of 2026. • Developing regulatory and product 11 placement/use-case strategy.

Quantum Computing and Sensing

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03

QUANTUM COMPUTING

Qubit Roadmap

Work will be extended on devices built around nanodots of carbon. Targeting a qubit architecture demonstration in 2026.

Demonstration of gating in Archer’s proprietary carbon film

2025 Q2

Q3 Q4

Creating of single electron transistor

Single electron transport Electrical coupling to spins

Full qubit demonstration including single spin control and readout

Electron spin state readout – Detection of Zeeman split spin states and time averaged readout

2026

Q1 Q2 Microwave spin control

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13

ADVANCED QUANTUM SENSING

Tapping into Growing Quantum Sensor Market

• ‣ Overseas foundry developing TMR sensor with Archer for industrial applications.

• ‣ TMR sensors have applications in AI, data centers, automotive, and IoT implementation.

• ‣ TMR leverages quantum phenomena to provide a performance edge over classical incumbents.

• ‣ Part of Archer’s[12] CQ project, leveraging expertise in quantum mechanics to design advanced TMR sensors.

• ‣ We have been investigating potential applications, partners, and potential customers.

2025 To identify a lead application and build product development strategy.

2026 Protype and go-to-market strategy development.

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14

PARTNERS

Key Partnerships

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Key for biochip productization and derisking various aspects of the biosensor development, such as supply chain, manufacturability, and integration of the chip into a final product.

Paragraf is one of the world’s only dedicated graphene foundries. They’re a key partner for Archer’s technologies including the biochip, computing, and other graphene quantum.

Partnering to integrate their homolysis sensor with our biochip for the CKD product.

EPFL have been a longtime partner and have helped us make key breakthroughs in chipbased control and readout for our qubit technology.

We’re harnessing graphene and carbonbased materials through a phased innovation and commercialisation program that bridges research and application.

Our partnerships are critical to our success. They bring experience and world-leading expertise to our programs.

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Thank you

ASX Code: AXE The Board of Archer authorised this announcement to be given to ASX.

Sydney Level 2, 477 Pitt St Sydney NSW 2000

Adelaide Lot Fourteen, Frome Rd Adelaide SA 5000

Website www.archerx.com.au

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Archer Materials Limited

ABN 64 123 993 233 www.archerx.com.au

Disclaimer

The material contained in this document is a presentation of general information about the activities of Archer Materials Ltd and its related bodies corporate (together the “Archer Group”), current as at the date of this presentation. It is provided in summary and does not purport to be complete. You should not rely upon it as advice for investment purposes, as it does not take into account your investment objectives, financial position or needs. These factors should be considered, with or without professional advice, when deciding if an investment is appropriate.

To the extent permitted by law, no responsibility for any loss arising in any way (including by way of negligence) from anyone acting or refraining from acting as a result of this material is accepted by the Archer Group, including any of its related bodies corporate.

This document may contain forward-looking statements with respect to the financial condition, results of operations, and business strategy of the Archer Group. These forward-looking statements are based on estimates, projections and assumptions made by the Archer Group about circumstances and events that have not yet taken place. Although the Archer Group believes the forward-looking statements to be reasonable, they are not certain. Forward-looking statements involve known and unknown risks, uncertainties and other factors that are in some cases beyond the Archer Group’s control, and which may cause actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements (and from past results). The Archer Group makes no representation or warranty as to the accuracy of any forward-looking statements in this presentation and undue reliance should not be placed upon such statements. Forward-looking statements may be identified by words such as “aim”, “anticipate”, “assume”, “continue”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “should”, “will”, or “would” or the negative of such terms or other similar expressions that are predictions of or otherwise indicate future events or trends. The forward-looking statements included in this presentation speak only as of the date of this presentation. The Archer Group does not intend to update the forwardlooking statements in this presentation in the future.

This presentation contains information which was reported in ASX announcements lodged between 1 October 2017 and 13 February 2024 (together the “Announcements”). All material assumptions and technical parameters set out in the Announcements continue to apply and have not materially changed. The Announcements can be viewed online at www.archerx.com.au.

Certain statistical and other information included in this presentation is sourced from publicly available third party sources and has not been independently verified.

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