Announcement PDF 15091 AL Hwy 20 Madison, AL 35756 ABN: 77 602 793 644 info@titomic.com | titomic.com ASX Announcement March 12, 2026 Titomic Investor Day in Huntsville Alabama HUNTSVILLE, AL – Titomic Limited (ASX: TTT), a global leader in cold spray additive manufacturing utilizing its Titomic Kinetic Fusion™ technology, is pleased to announce it hosted investors and community leaders for its Investor Day on Wednesday, March 11, at its corporate headquarters in Huntsville, Alabama. The event provided attendees with an inside look at Titomic’s operations, technology, and long-term growth strategy in the United States. Titomic’s Investor Day reflected the company’s continued commitment to transparency, collaboration, and strengthening relationships with investors and the Huntsville community. Attatched you will find the investor presentation and a recording of the event will be uploaded within the next 24 hours on the Titomic website. https://titomic.com/tid2026/ The day began with a tour of Titomic’s Huntsville headquarters, where investors and guests had the opportunity to see the company’s advanced cold spray additive manufacturing technology in action. Leadership and technical experts guided visitors through the facility, highlighting Titomic’s manufacturing capabilities and its expanding role in aerospace, defense, and industrial applications. Following the headquarters tour, attendees gathered at the U.S. Space & Rocket Center for a sit-down discussion with Titomic leadership. The conversation focused on the company’s strategic vision, ongoing partnerships, and the growing demand for high-performance additive manufacturing solutions. The session also allowed investors and community leaders to engage directly with company executives and ask questions about Titomic’s future plans. Guests concluded the day with a tour of the U.S. Space & Rocket Center, one of Huntsville’s most iconic institutions and a symbol of the region’s deep roots in aerospace innovation. This announcement has been authorized for release by Titomic’s Board of Directors. - - - - - END - - - - - Figure 1: Visitors at Titomic HQ Figure 2: Titomic USA Facility, Huntsville AL 15091 AL Hwy 20 Madison, AL 35756 ABN: 77 602 793 644 info@titomic.com | titomic.com ABOUT TITOMIC LIMITED Titomic Limited (ASX: TTT) is a leading American manufacturing company specializing in large integrated solutions for industrial- scale metal additive manufacturing, coating, and repairs using its patented kinetic fusion cold spray (Titomic Kinetic Fusion™) technology. Titomic Kinetic Fusion™ cold spray solutions provide OEM production and R&D services to the global Aerospace, Defense, Shipbuilding, Oil & Gas, Mining and Automotive industries. Titomic also offers global sales and support for all its Titomic Kinetic Fusion™ cold spray AM activities from its Huntsville, Alabama Head Office, as well as through local presence in the Australia and Europe. Titomic delivers competitive advantages in metal additive manufacturing at every stage in the product value chain. For more information, please visit www.titomic.com. FORWARD LOOKING STATEMENTS Certain statements made in this release are forward-looking statements and are based on Titomic’s current expectations, estimates and projections. Words such as “anticipates”, “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “guidance” and similar expressions are intended to identify forward-looking statements. Although Titomic believes the forward-looking statements are based on reasonable assumptions, they are subject to certain risks and uncertainties, some of which are beyond Titomic’s control, including those risks or uncertainties inherent in the process of both developing and commercializing technology. As a result, actual results could materially differ from those expressed or forecasted in the forward-looking statements. The forward-looking statements made in this release relate only to events as of the date on which the statements are made. Titomic will not undertake any obligation to release publicly any revisions or updates to these forward-looking statements to reflect events, circumstances or unanticipated events occurring after the date of this release except as required by law or by any appropriate regulatory authority. Stay Connected Receive ASX announcements and company updates directly to your inbox, access video summaries, and take part in Q&A sessions with Titomic. Sign up to our Investor Hub via investors.titomic.com INVESTOR CONTACT Geoff Hollis Titomic Chief Financial Officer P: +61 438 168 008 E: geoff.hollis@titomic.com MEDIA CONTACT Dr. Patti Dare Titomic President, USA P: +1 408 306 4975 E: patti.dare@titomic.us M A R C H 1 1 , 2 0 2 6 | H U N T S V I L L E , A L A B A M A Investor Day Presentation T I T O M I C P R O P R I E T A R Y • 2 0 2 5 E X E C U T I V E C H A I R O F T H E B O A R D Dag W.R. Strømme T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Our Three Pillars for Success T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Strategy The Roadmap • Clear Path to Value Creation • Manufacturing: Qualification → LRIP → Scaled Production • Repair: Long Term Service and Supply Agreement • Competitive Moat Team The Foundation • Grounded in Experience • Relevant Expertise • Commercial and Technical Excellence • Global Team Investors Our Lifeblood • Clear Alignment of Interest • Commercial Revenue Growth • Cash Flow Focus • Non Dilutive Funding Technology Development Technical Validation (NASA / DoW / Primes) Certification & Qualification Low Rate Initial Production Scaled Industrial Manufacturing The Road to Industrial Production T I T O M I C P R O P R I E T A R Y • 2 0 2 6 T I T OM I C E V O L UT I ON “We are no longer proving Cold Spray works. We are industrializing it.” It Takes a Village T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Jim Simpson C E O & M A N A G I N G D I R E C T O R Andy Haueptle S T R A T E G Y A D V I S O R Y G R O U P Michael Kirkpatrick S T R A T E G Y A D V I S O R Y G R O U P Lt Gen Trey Obering N O N – E X E C . D I R E C T O R Dr. Patti Dare P R E S I D E N T , U S A Aude Vignelles P R E S I D E N T , A P A C Honorable Chris Myers P R E S I D E N T , E M E A Honorable Mira Ricardel I N D . N O N – E X E C . D I R E C T O R Dag W.R. Strømme E X E C U T I V E C H A I R O F T H E B O A R D Titomic – Redomiciling to the U.S. T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Titomic has commenced planning activities to redomicile to the U.S. by end 2026 Key Steps • Appoint global advisory team (in progress) • Establish U.S. HeadCo (new Titomic Group parent) • Scheme of Arrangement – Shareholder approval • Scheme of Arrangement – Court approval • Execution (shares cease trading and CDIs commence trading) • The Board anticipates a U.S. Listing to follow sometime after the succesful redomicile J I M S I M P S O N | C E O + M A N A G I N G P A R T N E R Enterprise Position & 5-Year Revenue Framework T I T O M I C P R O P R I E T A R Y • 2 0 2 5 T I T O M I C P R O P R I E T A R Y • 2 0 2 5 TKF LONG HOSE SYSTEM T I T O M I C P R O P R I E T A R Y • 2 0 2 5 TKF THROUGH HOLE From Demonstration to Industrial Production T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Research Demonstration Qualification Production Primary enterprise risk: conversion velocity 2025 – Proof & Technical Validation 2026 – Qualification Unlock Year 2027 – Production Conversion Year 2025–2027 = Qualification Production inflection P H A S E I Demonstration 2 0 2 5 • Engineering Sows • Pilot Programs • Low-margin Validation Work P H A S E I I Qualification & LRIP 2 0 2 6 • AS9100 Certification • DNV Maritime Approval • TKF -3250 Operational Funded Qualification Programs P H A S E I I I Production Conversion 2 0 2 7 • Multi-year Contracts • Depot Insertion • Hypersonic Platform Adoption P H A S E I V Recurring Enterprise Scale 2 0 2 8 + • ≥60% Recurring Revenue Mix • Multi-prime Embedded Programs • International Replication Technology Adoption Lifecycle T I T O M I C P R O P R I E T A R Y • 2 0 2 6 EBITDA inflection occurs when Phase III begins. Three Primary Demand Drivers T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Two anchors materially change enterprise economics T I T OM I C RE V E NU E A NC H O RS Production at Rate H I G H T H R O U G H P U T • Army Armament Case (~$75M Potential) • Hypersonic Structural Components • Aerospace Pressure Vessels Sustainment & Repair R E C U R R I N G R E V E N U E • Navy Corrosion Repair • Maritime MRO • Energy Infrastructure Repair Strategic Programs P L A T F O R M I N T E G R A T I O N • Lockheed Hypersonic Programs • Northrop Propulsion Systems • NASA Propulsion & Space Structures • AUKUS Submarine Supply Chain Five-Year Enterprise Pathway T I T O M I C P R O P R I E T A R Y • 2 0 2 6 2026 ≥ $20M Receipts Bridge Year Qualification Conversion 2027 2+ Production Anchor Active Revenue Acceleration EBITDA Positive Inflection 2028–2030 ≥60% Recurring Revenue Mix Stabilized Cash Flow Reduced Volatility • AS9100 Aerospace Certification • DNV Maritime Qualification • TKF 3250 Production Readiness • Powder Cost ≤ $35/Kg • Yield ≥ 85% • Statistical QA Acceptance $50M Annualized Revenue = Operational Self-sufficiency Threshold Operational Unlocks Financial Pathway From Demand Signals to Production-Scale Manufacturing T I T O M I C P R O P R I E T A R Y • 2 0 2 6 DEFENSE PRODUCTION • Hypersonic Structures • Aerospace Pressure Vessels • Rocket Engines Qualification Gates OPERATIONAL UNLOCK MILESTONES • AS9100 Certification • DNV Maritime Approval • TKF 3250 Operational • Funded Qualification Programs • DD254 Security Clearance • Multi-year Contracts • Depot Insertion • Hypersonic Platform Adoption • Expanded User Universe • ≥60% Recurring Revenue Mix • Multi-prime Embedded Programs • International Replication Sustainment Markets • Navy Corrosion Repair • Maritime MRO • Energy Infrastructure Repair Demand Anchors PROGRAMS DRIVING ADOPTION Production Scale ENTERPRISE CONVERSION PHASE Financial Outcome S T R A T E G Y A D V I S O R Y G R O U P Lt Gen Trey Obering T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Global Missile Production vs Western Manufacturing Capacity T I T O M I C P R O P R I E T A R Y • 2 0 2 5 "Strategic defense demand is outpacing production infrastructure." Global Missiles Required Global Missiles Produced vs 2015 - 2035 GAP – Industrial bottleneck • Global Missile Inventory Growth • Western Production Capacity • Required Surge Capacity Missile System Production Bottlenecks T I T O M I C P R O P R I E T A R Y • 2 0 2 5 M A NU FA CT UR I N G & M E T A L L U R GY = D OM I N A N T CO NS T R A I NT Design Materials Manufacturing Integration Bottleneck Constraint Materials Casting & Forging Machining Thermal Structures Specialty Alloys Long-Lead Time High Scrap Complex Fabrication Where Cold Spray Fits in Missile Manufacturing T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Forging Machining Coating Assembling T R A D I T I O NA L M A N UF A C T UR I N G Powder Deposition Finish Machining C OL D S P RA Y P A T H 50-80% Lead Time Reduction Less Machining Distributed Manufacturing S T R A T E G Y A D V I S O R Y G R O U P Andy Haueptle T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Navy Corrosion Cost Breakdown T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Addressable Cold Spray $ 2 0 .6 B A NN UA L C O RR OS I O N S P E ND I NG Ship Hull Structures Submarine Structures Flight Decks Tanks & Piping Misc. Metal Systems Navy Corrosion Examples T I T O M I C P R O P R I E T A R Y • 2 0 2 5 BE F OR E Ship Hull Structures Submarine Structures Flight Decks A F T E R BE F OR E / A FT E R Dock Availability Impact T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Platform Typical Dock Days Corrosion Impact Submarine Baseline +10–60 days Destroyer Baseline +15–80 days Cold Spray Repair → Reduction Sustainment Economics T I T O M I C P R O P R I E T A R Y • 2 0 2 5 P R E D I C T A B L E SU ST A I N M E NT = O P E RA T I O NA L R E A D I N E S S • Maintenance Cycles Reduced • Lifecycle Cost Savings Lifecycle Cost Model vs Traditional Repair Cold Spray Restoration S T R A T E G Y A D V I S O R Y G R O U P Michael Kirkpatrick T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Huntsville History of Innovation T I T O M I C P R O P R I E T A R Y • 2 0 2 6 H UN T S V I L L E M E T R O P O P UL A T I ON 100,000 200,000 300,000 400,000 500,000 600,000 Pre-1950 1950s & 60s 1970s & 80s 1990s & 2000s 2010s & 2020s Location, Location, Location A S MA RT P L A C E ✓ #1 In Engineering Workers ✓ Highest % Of Ph.D's Per Capita ✓ #3 In STEM Workers ✓ 5 Universities, 6,000+ Degrees ✓ 7 Colleges, 10,000+ Degrees ✓ 30,000 Post-secondary Students ✓ TOP 10 Places To Live in the USA Huntsville Defense Ecosystem Major Programs • Space Command • Golden Dome • SDA – South • Space Products • MDA • ICBM Intercept • Hypersonic Defense • NASA • Space Station • Space Launch System • Human Lander • Artemis • Prog Executive Fires • Interceptors • Radars • Lasers • Missiles • Hypersonics • Prog Executive Air • Helicopters • UAVs • Science & Tech Fires & Air • Cyber& AI Research • FBI • 45,000 People Work On Redstone • 26,000 Workers In Research Park • 300+ Companies • 2nd Largest Research Park In The US • 60+ Years Of Innovation • Hudsonalpha Institute For Biotechnology S T R A T E G I C L O C A T I ON A ND I N FR A S T R UC T U RE • 90 Miles To Nashville And Birmingham • Interstate 565 Spur To Interstate 65 • Norfolk Southern & CSX Rail Access • Port Of Huntsville • Huntsville International Airport ~$95+B D E F E N S E C O N T R A C T S / Y E A R Huntsville Defense Ecosystem T I T O M I C P R O P R I E T A R Y • 2 0 2 5 NASA MSFC Redstone Arsenal H UN T S V I L L E H Q MDA SPACE COMMAND Primes FEDERAL, STATE, LOCAL GOVERNMENT P R E S I D E N T , U S A Dr. Patti Dare T I T O M I C P R O P R I E T A R Y • 2 0 2 5 The Initial Team of 3 T I T O M I C P R O P R I E T A R Y • 2 0 2 5 N O V E M B E R 2 0 2 4 Congressional Visits D E C E M B E R 2 0 2 4 HSV Chamber Party O C T O B E R 2 0 2 4 AUS Trip to See Technology in Action January 2025 | Initial Team Of 3 Employees May 2025 | Empty Factory April 2025 | NGC Contract Award June 2, 2025 | Initial Operating Capability August 2025 | Office Space August 2025 | NGC Components Delivered September 2025 | We Are On The Road October 2025 | Flawless Hot Fire December 2025 | Major Prime Contract Award February 2026 | NASA Space Act Received February 2026 | Machine Shop and Metrology Lab Complete February 2026 | AS9100 Audit Complete Without Any Findings March 2026 | Lobby Redesign Taking the USA By Storm T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Titomic Limited partners on 3D printed rocket components | Northrop Grumman posted on the topic | LinkedIn | Over 10 in house demos per month spot lighting | VR goggle development NASA Space Act Agreement: Strategic Validation & Technology Acceleration T I T O M I C P R O P R I E T A R Y • 2 0 2 6 Technical Workstreams • Pressure Vessels • FSW Repair • Radiation Coatings • In-space Repair • Hypersonic Systems Strategic Value • Credibility • Prime Contractor Signal • Gov & Allied Adoption Business Impact • Qualification Path • Hypersonic Market • Space Infrastructure • Production Scaling Amaero, Oerlikon, IperionX, Velta, Carpenter, Metal Powder Works Our Target Customers T I T O M I C P R O P R I E T A R Y • 2 0 2 5 M A J O R P R I M E S P O T E N T I A L C U S T O M E R S U N I V E R S I T I E S & R E S E A R C H I N S T I T U T I O N S G O V E R N M E N T O R G A N I Z A T I O N S O R G A N I Z A T I O N S S T R A T E G I C P O W D E R S U P P L I E R S T I T O M I C P R O P R I E T A R Y • 2 0 2 5 WE ARE TITOMIC – GLOBAL VIDEO October 2025 | ”FLAWLESS” HOTFIRE T I T O M I C P R O P R I E T A R Y • 2 0 2 5 D A M A G E A N A L Y S I S T O 3 D D I G I T A L R E P A I R Mixed Reality | COL D SPRAY APPLIC ATIO N T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Facility | BEFORE/AFTER T I T O M I C P R O P R I E T A R Y • 2 0 2 5 A P R I L 2 0 2 5 M A R C H 2 0 2 6 I N D E P E N D E N T N O N - E X E C U T I V E D I R E C T O R Honorable Mira Ricardel T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Washington Strategy T I T O M I C P R O P R I E T A R Y • 2 0 2 5 US government mobilizing capital to rebuild domestic manufacturing EXIM Bank and OSC leading capacity-building efforts Strengthening defense industrial base and infrastructure Titomic's strategy aligned with policy priorities Titomic Capital Strategy Framework T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Technology Grants Non-Dilutive Loans E X I M / O S C Defense Program Revenue Production Scale P OL I CY - A L I GNE D C A P I T A L S T R A T E G Y • Minimal dilution • Manufacturing scale funding • Export expansion Non-Dilutive Financing Pathway T I T O M I C P R O P R I E T A R Y • 2 0 2 5 Purpose E XI M M M I A OF FI C E OF ST RA T E GI C C A P I T A L • Export-linked manufacturing expansion • Production equipment acquisition • Industrial infrastructure Benefits • Long-term debt • Favorable rates • Aligned with export growth Purpose • Defense industrial base strengthening • Critical technology financing • DoW ecosystem integration Benefits • Non-dilutive funding pathways • Program introductions • Strategic validation P O T E N T I A L S C A L E Up to ~$50M financing Capital Discipline vs Traditional Growth Model T I T O M I C P R O P R I E T A R Y • 2 0 2 5 I N D US T R I A L G RO WT H W I T H O UT E QUI T Y D I L U T I O N Benefits Traditional Growth Titomic Strategy Equity dilution Non-dilutive financing Speculative capital Program-linked capital R&D driven Production driven Tech narrative Industrial scaling T I T O M I C P R O P R I E T A R Y • 2 0 2 5