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

20 November 2025

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ASX Announcement (ASX: AXE )

Chair’s 2025 Annual General Meeting address

Good morning and welcome to the Archer Materials 2025 Annual General Meeting.

It’s been a year of real progress for Archer. Our team has continued to advance our deep tech capabilities, moving closer to demonstrating and developing technologies that were mere theory just a few years ago. It has been an extraordinary effort by our people and partners, and I want to acknowledge their hard work and dedication.

Dr Simon Ruffell, CEO, will later talk through the year’s progress and milestones. I want to start with a few words on Quantum, the core of Archer. Quantum is at the very edge of the most sophisticated deep technology ever developed, with the potential to redefine the way the world processes, secures and understands information. While the word 'revolutionary' is often misused, for quantum it is entirely warranted. More players are entering the quantum field, yet in this landscape, Archer stands apart.

Why? First, because we are building our technology from the materials level up, developing unique technologies right here in Australia. We are not just researching quantum; we are ‑ engineering it into something real, tangible and deliverable. We are the only pure play quantum technology company listed on the ASX, and we do so through the design of an efficient, ‑ capital light and scalable model.

Our approach remains strategic and straightforward. We develop and prototype technology in‑house, then look to partner with global leaders to scale. We focus resources where we add the most value: our IP, our engineering and our materials science expertise, while leveraging partner infrastructure to grow globally.

But what makes Archer truly distinctive is our technology platform. We have developed three complementary technologies on a carbon materials platform. Our innovations in quantum computing, sensing and biochip diagnostics complement one another, creating multiple pathways to development.

These pathways are significant. We operate in markets with enormous global potential, with quantum computing and sensing projected to exceed US$30 billion by 2030, and biochips are already representing a multi‑billion‑dollar opportunity today. These are not niche applications; they are fundamental to the next generation of computing, diagnostics and secure information processing.

As outlined in the 2025 Annual Report, we refined our biochip platform further and made meaningful strides in integrating our proprietary sensing technology. This positions us to address opportunities in diagnostics, environmental monitoring and industrial sensing. At the same time, we advanced our quantum material development efforts and continued to make progress on the fabrication and integration challenges required for our quantum technology ambitions.

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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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We remain firmly in a development and investment phase. While we are not generating sustained revenues, our efforts this year have focused on protecting our IP, building device capability and expanding our strategic partnerships. The Board is confident that these investments lay strong foundations for medium‑to‑long‑term value creation.

Looking ahead, our strategy remains clear. We will intensify efforts to progress our technologies from proof‑of‑concept toward early manufacturing readiness and beta deployments. This includes securing partnership and licencing agreements for our sensor and biochip devices, advancing our quantum material programs and prioritising market‑relevant applications.

‑ We are mindful of the risks inherent in deep tech development, including execution risk, market adoption risk and capital intensity. The Board continues to manage these carefully through disciplined capital allocation, strong IP protections, strategic collaborations and operational agility.

I want to acknowledge our people. Developing biochips, advanced sensors, and quantum materials is ambitious and demanding work. The achievements outlined in our Annual Report reflect the dedication, creativity and resilience of the Archer team and its partners. Thank you for everything you have contributed and your hard work.

‑ Finally, to our shareholders. Thank you for your belief in our long term vision. Investing in a ‑ deep tech company requires patience and trust. We understand this responsibility and remain committed to building a company capable of delivering meaningful value as our technologies mature.

In closing, the Board remains confident in Archer’s direction, our technical roadmap and our ability to execute. The year ahead will bring further milestones, and we look forward to sharing them with you.

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

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

About Archer

Archer is a quantum technology company that operates within the semiconductor industry. The Company is developing advanced semiconductor devices, including chips relevant to quantum computing, sensing, 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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