TITOMIC LIMITED — Investor Presentation 2025

Aug 27, 2025

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DRIVING INNOVATION, SECURING THE FUTURE

FY2025 RESULTS PRESENTATION

28 AUGUST 2025

TITOMIC LIMITED | TTT:ASX

1

Disclaimer

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Important Notice and Disclaimer

The following important notice and disclaimer applies to this investor presentation and you are therefore advised to read this carefully before making any use of this presentation or any information contained in this presentation.

This presentation has been prepared by Titomic Limited ACN 602 793 644 ( Titomic or the Company ) to provide summary information about Titomic and their activities as at the date of this presentation in connection with its proposed institutional placement of new fully paid ordinary shares ( New Shares ) to sophisticated and professional investors ( Placement ). The Placement is not underwritten and will be managed by a syndicate of bookrunners and joint lead managers in accordance with the terms of a placement agreement ( Joint Lead Managers ).

The information in this presentation is of a general nature and does not purport to be complete and may change without notice. This presentation is not a recommendation to buy New Shares and undue reliance should not be placed on the information or opinions contained in this presentation for investment purposes as it does not consider your investment objectives, financial position or needs. These factors should be considered, with professional advice, when deciding if an investment is appropriate.

Forward-Looking Statements

This presentation includes forward-looking statements that reflect Titomic’s intentions, beliefs, targets, aspirations or current expectations concerning, among other things, Titomic’s results of operations, financial condition, liquidity, revenue growth, performance, prospects, growth, strategies and the industry in which Titomic operates. These forward- looking statements are subject to risks, uncertainties and assumptions and other factors, many of which are beyond the control of Titomic. Titomic cautions you that forward-looking statements are not guarantees of future performance and that its actual results of operations, financial condition, liquidity, performance, prospects, growth or opportunities and the development of the industry in which Titomic operates may differ materially from those made in or suggested by the forward-looking statements contained in this presentation. In addition, Titomic does not guarantee any rate of return or the performance of Titomic nor does it guarantee the repayment or maintenance of capital or any particular-tax treatment. In particular, Titomic does not make any representation that it will achieve its targeted revenue growth outlined in this presentation and notes that the illustrative revenue profiles are intended to demonstrate the potential way that the Company could achieve revenue growth and are not representations or forecasts of that growth.

Investors should note that past performance may not be indicative of results of developments in the future periods and cannot be relied upon as an indicator of (and provides no guidance as to) Titomic’s future performance. Titomic, its related bodies corporate and each of their respective directors, officers and employees expressly disclaim any obligation or undertaking to review, update or release any update of or revisions to any forward-looking statements in this presentation or any change in Titomic’s expectations or any change in events, conditions or circumstances on which these forward-looking statements are based, except as required by applicable law or regulation.

The information included in this presentation has been provided to you solely for your information and background and is subject to updating, completion, revision and amendment and such information may change materially. Unless required by applicable law or regulation, no person (including Titomic,) is under any obligation to update or keep current the information contained in this presentation and any opinions expressed in relation thereto are subject to change without notice. No representation or warranty, express or implied, is made as to the fairness, currency, accuracy, reasonableness or completeness of the information contained herein. Neither Titomic nor any other person accepts any liability and Titomic, its related bodies corporate and their respective directors, officers and employees, to the maximum extent permitted by law, expressly disclaim all liabilities for any loss howsoever arising, directly or indirectly, from this presentation or its contents. The distribution of this presentation in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about and observe any such restrictions. Any failure to comply with those restrictions may constitute a violation of applicable securities laws.

Investment risk

An investment in Titomic is subject to investment risks and other known and unknown risks, some of which are beyond the control of Titomic, including possible loss of income and principal invested. Titomic does not guarantee any particular rate of return or the performance of Titomic, nor does it guarantee the repayment of capital from Titomic or any particular tax treatment. In considering an investment in New Shares, investors should have regard to (amongst other things) the risks outlined in this presentation (and in particular, the ‘Key risks’ in Appendix B of this presentation).

Market data

Certain market and industry data used in this presentation may have been obtained from research, surveys or studies conducted by third parties, including industry or general publications. Neither Titomic nor its representatives or its advisers have independently verified any market or industry data provided by third parties or industry or general publications.

General

In this Presentation references to ‘Titomic, ‘Titomic Group’, ‘the Group’, ‘we’, ‘us’ and ‘our’ are to Titomic Group and (where applicable) its controlled subsidiaries and entities.

All dollar values are in Australian dollars (A$) unless noted. A number of figures, amounts, percentages, estimates, calculations of value and fractions in this presentation are subject to the effect of rounding. Accordingly, the actual calculation of these figures may differ from the figures set out in this presentation.

Subject to any continuing obligation under applicable law or any relevant listing rules of the ASX, Titomic disclaims any obligation to disclose any updates or revisions to any forward-looking statements in these materials to reflect any change in expectations in relation to any forward-looking statements or any change in events, conditions or circumstances on which any statement is based. Nothing in these materials shall under any circumstances create an implication that there has been no change in the affairs of Titomic since the date of this presentation.

Summary information

This presentation contains summary information about Titomic and its activities, which is current as at the date of this presentation. The information included in this presentation is of a general nature and does not purport to be complete nor does it contain all the information which a prospective investor should consider when making an investment decision. Each recipient of this presentation should make its own enquiries and investigations regarding all information in this presentation including but not limited to the assumptions, uncertainties and contingencies which may affect further operations at Titomic and the impact that different future outcomes may have on Titomic. This presentation has been prepared without taking account of any person’s investment objectives, financial situation or needs. Before making an investment decision, prospective investors should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, make their own assessment of the information and seek legal, financial, accounting and taxation advice appropriate to their jurisdiction in relation to the information and any action taken on the basis of the information.

TITOMIC LIMITED | TTT:ASX 2

Who is Titomic?

Titomic is leading the future of aerospace and defense manufacturing as well as coating and repair solutions through its world leading cold spray technology

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Titomic is a leader in the global shift toward localised, high-efficiency production
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• Titomic Kinetic Fusion® (TKF) is our proprietary cold spray technology

• Unlike traditional manufacturing methods, TKF allows for the rapid fabrication and repair of complex structures without melting the materials

• Ensures stronger, more durable parts for aerospace, defense, and industrial applications

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Industries Aerospace Defense

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Marine & Transport Oil & Gas

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Global expansion to meet United States (U.S.) onshoring demand and global growth opportunities
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Netherlands Facility U.S. Facility Akkrum, The Netherlands Huntsville, Alabama, United States of America ( USA ) Huntsville: Modern, 59,000 sq. ft. facility in prime location Netherlands: Brand new facility Australian Facility Australia: Modern, functioning incubator facility Mount Waverley, Victoria

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Serviceable addressable
market expanded
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TITOMIC LIMITED | TTT:ASX 3

1. Refer to slide 7 for further detail.

Investment highlights

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Favourable tailwinds & expanding market opportunities

• Strategic plan on-track – targeting

• 1 US$750M revenue by 2030

Titomic has a unique competitive 3 advantage

2

• U.S. Budget approval of US$1T+ in defense spending for FY2026

• Successful pivot from machine sales to high-margin production/services

• Unique solutions, market leader

• Localised production capability & global footprint

• Jun-25 commissioning of U.S. Headquarters ( HQ ) and 59,000 sq. ft factory in Huntsville, Alabama

• European Union’s ( EU ) defense investment to reach €800B by 2030

• Ability to move rapidly from prototype to production at scale

• Strong and accelerating commercial engagements with Tier 1 organizations

• Global thematics accelerating adoption of Titomic’s services

Multiple sources of additional 4 funding

Experienced leadership and senior advisory team with broad expertise

Proven track record of executing on 6 company strategy

5

• Secured €800k funding via the Dutch Ministry of Economic Affairs’ 3D Print Kompas ( 3D PK )

• Have successfully executed strategy since October 2024 raise

• Management team and advisory board assembled with broad industry expertise and access to key touchpoints across core growth sectors

• Titomic is positioned to capitalise on favourable market dynamics

program

• Ongoing pursuit of loans from U.S. Government agencies

• U.S. Strategic Advisory Group established to the support the Company’s growth in the U.S. through access to critical industries

• Ongoing pursuit of grant funding from Australian Industry Growth Program ( IGP )

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TITOMIC LIMITED | TTT:ASX 4

Source: NY Post, European Parliament, ReArm Europe Plan/ Readiness 2030 (April 2025), Federal News Network.

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1
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Strategic plan on-track – targeting US$750M revenue by 2030

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DEFENSE
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Commercial validation: U.S. Defense Primes
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AEROSPACE
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Maintenance, repair and overhaul ( MRO )

OIL & GAS Accelerating industrial adoption

GOVERNMENT & AGENCY Engagements

Boeing: in final phase of Research & Development ( R&D ) with next step being qualification and opportunity for Enterprise Process integration

Northrop Grumman: Missile chamber delivery and demonstration in Q325

Manufactured of 60kg seamless missile warhead and demonstration defense parts up to 175kg, underscoring capability

Tier 1 Engagement: in active negotiation, with Non-Disclosure Agreements ( NDAs ) signed with leading U.S. defense primes

Multiple applications for TKF commercially validated

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Airbus: currently in qualification moving to pilot launch in Q425 with global MRO rollout potential of 40 owned and 400+ affiliate MRO sites

Lufthansa: utilizing D523 with further orders anticipated

EPCOR (KLM/Air France): utilizing Integrated Spray Booths ( ISB ) system with further orders anticipated

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Woodside Energy (via Monadelphous): D523 leased and tested, D623 planned lease and to be onsite for testing Q325

Equinor / Aibel / EFFEE: oil rig corrosion and components trials

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United States Army Corps of Engineers (USACE): successful field demonstration completed Jun-25, repair scope scaling

Naval Sea Systems Command (NAVSEA) & Penn State: equipped with Titomic systems for ship repair

Det Norske Veritas (DNV): TKF maritime qualification for global standard underway

National Aeronautics and Space Administration ( NASA ) co-operation agreement

Signed additional confidential Government contracts

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TITOMIC LIMITED | TTT:ASX 5

2 Favourable tailwinds & expanding market opportunities Scaling across high-growth strategic sectors, driven by rising commercial demand

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Serviceable addressable market expanded

KEY SECTORS	DESCRIPTION	CAGR	MARKET SIZE	KEY PROGRAMS / OPPORTUNITIES
Defense Substituting casting/forging, hypersonic shielding/missile components, munitions, launcher systems & emerging space applications 6-7% ~US$2.25B ██████████████ Boeing, Northrop Grumman, Lockheed, USACE, National Atlantic Treaty Organization (NATO), EU ramp-up, Defense Science and Technology Group (DSTG), Thales, Collins, AUKUS
Aviation MRO Spare parts, non flight critical components 4.8% ~US$900M █████████ Airbus MRO
Oil & Gas Non thermal offshore infrastructure repair, pipeline systems, corrosion protection for rigs and refineries 9.4% ~US$900M █████████ Equinor, Aibel, Woodside
Maritime Repair Corrosion repair, equipment repair 5.4% ~US$700M ████████ NAVSEA
Semiconductor Enhanced conductive/inductive coatings 6.3% ~US$200M ███ A top-tier lithography and semiconductor manufacturing equipment company
Transportation & Industrial Shaft and other equipment repair, coatings 5.0% ~US$60M █ Metro Trains Melbourne, other global transport operators

Source: Stockholm International Peace Research Institute global military expenditure growth 2020-2024, Grand View Research, Aircraft MRO Market Size Share and Trends Analysis Report 2025-2030, DoD FY2025 Budget Justification; CSAM integration workshops (NASA-MSFC, LM Labs), DoD Additive Manufacturing Strategy (2021); OSC and DPA Title III Notices (2023–2025), GAO-23-106200: “Defense Industrial Base” (Dec 2023), NAVSEA Field Report (2022–2024); DEVCOM-Titomic CRADA Summary (2025), Dutch MOD Innovation Briefing (2024); DSTG CSAM Evaluation (2023), Market Research Future, DataIntelo Global O&G AM, Growth Market Reports, Straits Research, GM Insights, Markets and Markets: Additive Manufacturing in Rail, Allied Market Research: Industraila Repair Coatings, Cold Spray Repair Trials – BNSF Railway (US), GM Insights: Cold Spray Coatings Market, U.S. Department of Energy: Advance Manufacturing Office Report, Cold Spray Technical Review – Aerospace & Industrial Use Cases, Sandia National Labs.

TITOMIC LIMITED | TTT:ASX 6

2 Favourable tailwinds & expanding market opportunities (cont’d) Innovative solutions across critical industries, supported by global defense budgets

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Supported by:

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Defense Budget

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GDP Target

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Defense Review

GOVERNMENT DEPARTMENT	ESTIMATED BUDGET	NOTES
U.S. Department of Defense (DoD) – Sustainment Ops US$150B+ per annum Supports depot repairs modernization, MRO
U.S. DoD – Research, Development, Test & Evaluation US$130B+ per annum Expanded funding for Additive Manufacturing (AM) sector
NATO Defense Budget €280B+ per annum Applies to AM, MRO, and logistics upgrades
European Defense Fund & Innovation Funds ~€8B over_2021–27_ Prioritizes additive and non- thermal repairs
Australia (AUKUS-linked) US$270B over 10 years DSTG & Thales support Cold Spray AM R&D

• COLD SPRAY ADDITIVE MANUFACTURING (COLD SPRAY AM) ADVANTAGE

• In field repair: No heat-affected zones, no post-processing

• High uptime & readiness: Minimal downtime vs. welding or casting and competitors

• Non-thermal AM strategy: Safe for sensitive components (Directed Energy Weapons ( DEW ), hypersonics)

• Corrosion & battlefield repair: Proven value in maritime, energy, aviation

• NATO interoperability: Deployable, mobile, not International Traffic in Arms Regulation restricted

• Flexible production and service: Supports onshoring and in-field solutions

• Acceleration of Cold Spray AM technology adoption: Technology is being increasingly adopted by end users

TITOMIC LIMITED | TTT:ASX 7

Source: NATO (June 2025), United States Government Accountability Office, U.S. Department of Defense (March 2024), European Commission.

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3 Titomic has a unique competitive advantage
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Team of skilled engineers with deep knowledge in cold spray technology
Secured U.S. domestic titanium supply
Dedicated leadership, sales and engineering teams with deep defense, aerospace
and energy sector expertise
Continuous innovation, product offerings and complementary technology
Global infrastructure delivering products & services to the U.S., Europe and Australia
New revenue opportunities through expanded user areas
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TITOMIC LIMITED | TTT:ASX 8

4 Multiple sources of additional funding

• Netherlands, € 800k R&D grant: Dutch Ministry of Economic Affairs’ 3D PK project supporting Cold Spray AM process development (secured and active)

• U.S. US$24M Office of Strategic Capital (OSC) loan: Loan via The OSC to provide further U.S. expansion and production readiness funding (application in process)

• U.S. Federal incentives:

• Defense Production Act ( DPA ) Title III – Strategic materials and manufacturing support (application imminent)

• Small Business Innovation Research ( SBIR ) / Small Business Technology Transfer Programs – R&D and commercialization grants (application imminent)

• Berry Amendment – Priority procurement for compliant production

• Australia, A$5M IGP: Targeting a manufacturing scale-up and sovereign capability via the IGP which is supporting the priority areas of the Australian Government’s National Reconstruction Fund linked to defense and energy sectors (in progress)

• Select long-lead manufacturing programmes supported by dedicated capital expenditure and focused expansion initiatives

TITOMIC LIMITED | TTT:ASX 9

5

Experienced leadership and senior advisory team with broad expertise

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BOARD OF DIRECTORS LEADERSHIP TEAM SENIOR ADVISORY TEAM
Chris Myers Michael Kirkpatrick
President, Global Resource Chairman of DESE Research,
Advisors; Former Vice President, Inc., Huntsville, Alabama
Lockheed Martin; former U.S.
Naval Officer
Dag W.R. Stromme Humphrey Nolan Jim Simpson Geoff Hollis
Executive Chairman Non-Executive Director CEO / Managing Director CFO & Company Secretary
Lt. Gen (Ret.) Henry ‘Trey’ LTC (Ret.) Rich Choppa
Obering President DellaCioppa Inc.;
Retired U.S. Air Force senior Former Senior Director for
acquisition leader; Former Director Business Development, Boeing
Hon. Mira Ricardel Dr. Andreas Schwer Dr. Patti Dare Sarah Neeley of the U.S. Missile Defense Defense; Retired U.S. Army
Non-Executive Director Non-Executive Director President, USA COO, USA Agency; former executive at Booz Ranger
Allen Hamilton
John P. Stopher (PhD) John Schumacher
Lt. Gen (Ret.) John Frewen AO, DSC Michael Rochford Klaas Rozema Former Principal Assistant to the Former NASA Chief of Staff
Non-Executive Director General Manager - AUS President - Europe Secretary of the Air Force for and Vice President at
Space; former Budget Director on Aerojet Rocketdyne
the U.S. House Special Select
Committee on Intelligence
Kirk Pysher
Senior Vice President – Manufacturing and
Production
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TITOMIC LIMITED | TTT:ASX 10

6 Proven track record of executing on company strategy

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Progress since October 2024 fundraising

• Validated by Tier 1 primes: Commercial traction established through active engagements and signed NDAs with leading U.S. defense primes, including Boeing, Northrop Grumman, Airbus, and NASA

• Leadership team enhanced: Key appointments to core management team and advisory group formed with sector veterans offering deep expertise and access to key decision-makers

• Established U.S. HQ and global footprint: Commissioning of facility in Huntsville, Alabama, U.S., completed in Jun-25 and European site is on track to open in Sep-25

• Successful strategic pivot: Transition to a highmargin services and recurring revenue model successfully executed, supporting long-term margin expansion and revenue visibility

• Secured Government and regulatory support: Soft funding and favourable policy backing across U.S. and European channels, positioning the company for future grant and funding opportunities

• Technology maturity and recognition: TKF is gaining traction as a genuine and attractive commercial alternative to traditional manufacturing processes

Development

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Delivery

More than commercial momentum – reflects strategic alignment between what the market is demanding, what global conditions are reinforcing, and what we are uniquely equipped to deliver

TITOMIC LIMITED | TTT:ASX 11

A$50M equity raising completed in July 2025

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Offer proceeds will be used to accelerate Titomic’s expansion through to target cashflow breakeven during 2027

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Technical hires to support production ramp-up	Technical hires to support production ramp-up
	Expansion of the Huntsville and Europe facility
	require additional engineers and technical staff to
	execute a strategic plan
Facility and equipment expansion
	Expansion of facility in Europe to facilitate further
	engagement
	Completion of the Huntsville facility
	Additional TKF3250s across the next 12 months
Certification acceleration and R&D
	Allowance for potential collaborations and
	anticipated costs of internal R&D programs

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SOURCES OF FUNDS	A$M
Cash balance (as at 30-Jun-25) 9
Proceeds from Placement 50
Total Sources 59
USES OF FUNDS	A$M
Technical hires to support production ramp-up 3
New equipment and facility improvements 7
Certification acceleration and R&D 4
Business development (hires and marketing) 3
Working capital 16
Capital reserve for new opportunities and development initiatives 26
Total Uses 59

TITOMIC LIMITED | TTT:ASX 12

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APPENDIX

Near-term catalysts

CATALYST	TIMING
Various R&D and commercial announcements in military and space	Q3 / Q4 25
Northrop Grumman demonstration	Sep 25
Woodside Energy / Monadelphous D623 lease and testing	Q3 / Q4 25
Airbus pilot	Q4 25
Initial project, Tier 1 Prime	Q4 25
DNV certification for Oil & Gas / Maritime	Q4 25
Certification, U.S. aerospace	Q1 26
Equinor, USACE	Q4 25 / Q1 26
Boeing production	Q4 26

TITOMIC LIMITED | TTT:ASX 14

Offering diverse, versatile cold spray systems

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Titomic offers the world’s largest and most diverse product line of cold spray systems, offering novel capabilities for many industries, including systems for handheld coatings and repairs, all the way through to advanced additive manufacturing for aerospace and defense

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INTEGRATED SPRAY BOOTHS

D623 & D523

Low and medium pressure cold Coatings, repairs, and secondary spray manufacturing operations

Handheld or robot-mounted for repeatable coatings & secondary operations

Integrated robotics, extraction, and operating system

Deployable for in-field repairs

Robotic or linear coating system

Automated loading and unloading of parts

Modular, portable repair system

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TKF 1000

TKF CUSTOM

TKF 3250

High pressure AM and coatings

High pressure AM and coatings High pressure AM and coatings Demonstration of Titomic’s ability to Optimised for spherical and engineer and construct bespoke AM rotational builds – ideal for systems aerospace

Designed for prototyping and production tasks

Builds parts 3.25 metres in length 5.7 cubic metre build envelope

31.5 cubic meter build envelope

1 cubic meter build envelope

2[nd] generation systems installed at Titomic and The Welding Institute Titomic’s most advanced system, Deployed in the Titomic Melbourne ( TWI ) United Kingdom ( UK ) with currently in use in aerospace and Production Bureau installation to be made at OMIC defense projects R&D and Tritton Systems

Low and medium pressure

High pressure

TITOMIC LIMITED | TTT:ASX 15

Attractive business model

Titomic is pivoting toward services & recurring revenue

• Manufacturing, leasing and services: Full service offering of low, medium and high-pressure cold spray solutions

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TKF 1000
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• Powder supply: Certified cold spray materials

• Training & technical support: 24-hour help desk & expertise

• Co-production partnerships: High-value manufacturing collaborations

• Defense & aerospace contracts: Expanding sustainment deals

• Ongoing research collaboration: Machine sales and partnerships with universities & research centers

Titomic Huntsville Facility (Alabama, USA)

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TKF 3250
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TITOMIC LIMITED | TTT:ASX 16

Pathway to US$750M revenue by 2030

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FY25 | Demonstration & Validation

• Northrop: missile chamber and warhead demo (Q3/Q4)

• Airbus MRO pilot and Lufthansa system orders

REVENUE BY BUSINESS SEGMENT[1]

Defense & Aerospace Oil & Gas & Maritime MRO / Aviation Machine Sales & Other

• D623 field deployment with Woodside; USACE repair completed

FY26 | Initial Production & Rollouts

• Boeing production qualification pathway initiated

• NAVSEA, NASA, DEVCOM formal collaborations underway

• Oil & Gas D623 lease deployments across APAC/EU/US

FY27 | Rapid Expansion Phase

• Tier 1 primes begin low-rate initial production ( LRIP )

• Oil rig coating and pipe corrosion programs fully operational

• Full-year MRO and energy sector revenue ramp begins

FY28 | Multi-Sector Penetration

• U.S. defense production contracts from Boeing, Lockheed, Kratos

• Full deployment across NAVSEA & USACE fleet assets

• First rollout of portable Cold Spray AM platforms to NATO partners

FY29 | Scale & Strategic Positioning

• Major primes and agencies using Titomic systems at scale

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US$750M
revenue target
2025 2027 2030
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• APAC and NATO defense programs fully mature

Positioned as the global leader in non-thermal additive systems

TITOMIC LIMITED | TTT:ASX 17

1. 2025 and 2027 revenue to scale. Illustrative breakdown of US$750M aspirational 2030 revenue target (not to scale).

Illustrative program revenue profile

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DEFENSE / AEROSPACE TIER 1 PRIME

Staged development and manufacturing program[1]

Illustrative revenue

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R&D Proof of Concept Qualification LRIP Full Production
Q1 Year 1 Q2 Year 1 Q3 Year 1 Q4 Year 1 H1 Year 2 H2 Year 2 1H Year 3 2H Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
Ph 1 R&D Ph2 POC Ph 3 Qual Ph 4 LRIP Full Production
TIMING ILLUSTRATIVE FEES STAGE NOTES
Year 1 US$100k - US$500k Material evaluation R&D
Year 2 US$500k - US$1M Pre-qualification / qualification Prototype / repeatability
Year 3 US$2M - US$5M LRIP
Years 3 – 7 US$20M+ per annum Full production
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TITOMIC LIMITED | TTT:ASX

18

1. Typical contractual relationship with a Tier 1 Prime and all fees and timing represented is indicative only and may not reflect actual results.

Illustrative program revenue profile

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MRO OPPORTUNITY

Coating and repair roll-out to multi-national adopting Titomic D-Series systems with significant MRO network[1]

Illustrative revenue

	R&D	Pilot	MRO (owned)	MRO (affiliate)
	1H Year 1 2H Year 1 1H Year 2 2H Year 2 Year 3 Year 4 Year 5 Year 6 Ph 1 R&D Ph2 Pilot Ph 3 MRO (owned) Ph 4 MRO (affiliate)
TIMING ILLUSTRATIVE FEES STAGE NOTES
Year 1 US$600k - US$800k Pilot R&D Year 2 US$1M - US$1.5M Pilot / MRO (owned) Prototype / repeatability Year 3 US$3M - US$5M MRO (owned) / MRO (affliate)
Years 3 – 7 US$5M+ per annum Ongoing MRO roll-out

TITOMIC LIMITED | TTT:ASX 19

1. Hypothetical MRO opportunity and all fees and timing represented is indicative only and may not reflect actual results.

Defense market opportunity

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USA
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DEFENSE BUDGET: US$850B+ ANNUALLY REVENUE POTENTIAL: US$300M-US$500M STRATEGIC ADVANTAGES

Huntsville, Alabama location means proximity to Army, NASA, Missile Defense Agency, and defense primes Positioned to benefit from U.S. policy and funding support (OSC loan, Title III, SBIR)

ADDRESSABLE MARKET

US$1.0B-US$1.5B

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Munitions Hypersonics

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Launchers Satellites

TARGET SEGMENTS

Corrosion Hypersonic Sustainment Repair Mitigation Systems

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UK / Europe

DEFENSE BUDGET: US$600B+ ANNUALLY REVENUE POTENTIAL: US$100M ADDRESSABLE MARKET: US$200M – US$400M, 5 YEARS

STRATEGIC ADVANTAGES

Direct fit with NATO defense recovery, EU-US collaboration, access to soft funding, and NATO supply chains

Dutch facility expansion (25,000 sq ft) supports EU realignment

STRATEGIC PARTNERSHIPS & R&D CATALYSTS

TKF1000 Cold Spray system installed at TWI Cambridge, funded by UK’s ATI, providing access to aerospace / defense primes (2022)

€722k contract with Royal Netherlands Army for 10 D523 systems, enabling rapid in-field military repair (2024)

€800k Dutch 3D PK grant secured to develop portable and Augmented Reality-enabled Cold Spray repair, supporting cross-sector EU deployment (2025)

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Australia

DEFENSE BUDGET: A$270B THROUGH 2030 REVENUE POTENTIAL: A$150M-A$250M STRATEGIC ADVANTAGES

Aligned with AUKUS and Australia’s sovereign capability drive, positions Titomic as a regional gateway in Australia Pacific Region

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TARGET SEGMENTS
GUIDED WEAPONS AND
DIRECT ENERGY WEAPONS
EXPLOSIVES ORDINANCE
SUBMARINE SUSTAINMENT DSTG-DRIVEN INNOVATION
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OPPORTUNITIES BY CUSTOMER PHASE

	Customer	Stage	2026 Activities	2026	2027–2030 Activities	2027–2030
	Aerospace	Contract Pursuit-Proposal	FEM Validation Aerothermal Modelling	$1.2M $1.8M	Full Scale Shots; LRIP Supersonic Impact/Shock testing; LRIP	$12.1M $15.7M
	GWEO	Pursuit-Proposal	Subscale Validation	$0.95M	Test Article shots; qual/LRIP	$8.5M

Sources: NY Post, DNV – Energy Transition Outlook, Stockholm International Peace Research Institute Military Expenditure Database, 2024 NATO Annual Report, UK MoD Equipment Plan 2023 – 2033, France LPM 2023, Germany 2024 Bundeswehr Budget + Sondervermögen, European Defence Agency Coordinated Annual Review on Defence, European Commission – Defence Industrial Strategy Communication 2024, AUKUS Pillar II Additive Initiatives Brief, DoD FY2025 Budget Justification Book – RDT&E & Procurement, Department of Defense Additive Manufacturing Strategy “Additive Mfg for Operational Readiness & Supply Chain Resilience”, GAO Report GAO-23-106200 – Defense Industrial Base: Actions Needed to Improve Resilience, OSC/DPA Title III Notices & BAA Releases, OSC/DPA Title III Notices & BAA Releases, NASA-MSFC/Lockheed Cold Spray Workshops, DEVCOM-Titomic CRADA Summary & Use-Case Review, DEVCOM-Titomic CRADA Summary & Use-Case Review, NAVAIR & AMCOM briefings (as cited in DIB Supply Chain Notes), AUKUS Pillar II & NATO DIANA Additive Programs.

TITOMIC LIMITED | TTT:ASX 20

Coating and repair market

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Oil & Gas

MARKET SIZE: US$60B+ ANNUALLY

REVENUE POTENTIAL: US$50M-US$100M ANNUALLY

MARKET CATALYSTS

12-month field trials completed; new lease starting September

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Collaboration with
DNV for ISO
Certification for Oil
& Gas
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Validation for Cold Spray repairs and part replacements

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Pilot (Q3/Q4 2025) for rig repair using Titomic D623

STRATEGIC ADVANTAGES

Cold Spray AM provides non-thermal, mobile, and high-integrity repair solutions superior to welding, ideal for hazardous or remote energy infrastructure

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Energy, Maritime, MRO

MARKET SIZE: >US$100B GLOBAL MARKET REVENUE POTENTIAL: US$300M-US$500M FOCUS AREAS

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Maritime: Airbus MRO pilot (from Q42025), with potential expansion to 40+ owned and 400+ affiliate MROs

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Military: USACE and NAVSEA projects repairing bases, vehicles, and pipelines.

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Aviation: Repairs for fuel tanks, hatches, pipes, and runways across MROs.

GROWTH DRIVERS

Pilots and contracts validated with major aviation and maritime players Service-based pivot using mobile D523/D623 platforms (repair-as-a-service) Opportunity to replace traditional casting and structural repairs

COATING & REPAIR MARKET OPPORTUNITIES

	Customer	Stage / Phase	2026 Activity	2026 ($M)	2027–2030 Activity	2027–2030 ($M)
	Customer I	Demo Complete / Negotiation	Field Validation & Risk Reduction	0.5M	District Qual.; Nat’l Standardization; Full Rollout	2.5M→50M+
	Customer II	Contract	R&D / Pilot Program	0.1M→0.75M	Primary MRO Rollout (Prime + Sub)	100M+

TITOMIC LIMITED | TTT:ASX 21

Sources: McKinsey & Co. – “Oil and Gas 2030 Outlook”, DNV – Energy Transition Outlook, Markets and Markets – Oilfield Equipment Maintenance Market Report, Offshore Technology – Asset Integrity Report, Wood Mackenzie – “Global Upstream MRO Spend, Bureau of Safety and Environmental Enforcement, World Corrosion Organization, DNV Energy Transition Outlook, Offshore Technology Report.

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TITOMIC USA – GLOBAL HEADQUARTERS

15091 AL Highway 20 Madison, AL 35756

TITOMIC

1/371 Ferntree Gully Road

Mount Waverley, Victoria 3149, Australia

TITOMIC EUROPE

It Vegelinskampke 9a 8491 PD Akkrum, The Netherlands

info@titomic.com | titomic.com

TITOMIC LIMITED | TTT:ASX 22