Announcement PDF S C A L I N G M I S S I O N - C R I T I C A L M A N U F A C T U R I N G A N D S U S T A I N M E N T F O R D E F E N S E , A E R O S P A C E , M A R I T I M E , A N D E N E R G Y 2 S e p t e m b e r 2 0 2 6 Titomic: Manufacturing & Sustainment at Speed Important notice and disclaimer This presentation has been prepared by Titomic Limited ACN 602 793 644 (Titomic or the Company) to provide summary information about Titomic and its 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 the lead manager in accordance with the terms of a placement agreement (Lead Manager). You are advised to read this notice carefully before making any use of this presentation or any information contained in it. By attending an investor presentation or briefing, or accepting, accessing or reviewing this presentation, you acknowledge and agree to the terms set out below. Not financial product advice, an offer or a prospectus This presentation is for information purposes only. It is not a prospectus, product disclosure statement or other offering document under Australian law or any other law (and will not be lodged with the Australian Securities and Investments Commission (ASIC) or any other regulator), and is not, and does not constitute, an invitation or offer of securities for subscription, purchase or sale in any jurisdiction. It does not purport to contain all information necessary to make an investment decision, is not intended as investment, financial, tax, accounting or legal advice, must not be relied upon as such, and does not and will not form any part of any contract or commitment for the acquisition of New Shares. This presentation is of a general nature and does not take into account the investment objectives, financial situation or particular needs of any investor. Titomic is not licensed to provide financial product advice in respect of its shares. Any decision to buy or sell securities or other products should be made only after seeking appropriate and independent professional financialadvice. Summary information The information in this presentation is of a general nature, is current only as at the date of this presentation, does not purport to be complete and may change materially without notice. It does not contain all of the information which a prospective investor should consider when making an investment decision. Each recipient should make its own enquiries and investigations regarding all information in this presentation, including the assumptions, uncertainties and contingencies which may affect Titomic’s future operations and the impact that different future outcomes may have on Titomic. This presentation should be read in conjunction with the Company’s periodic reports and other continuous disclosure announcements lodged with the Australian Securities Exchange (ASX), which are available at www.asx.com.au. 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 are subject to change without notice. Forward-looking statements This presentation includes forward-looking statements that reflect Titomic’s intentions, beliefs, targets, aspirations or current expectations concerning, among other things, its results of operations, financial condition, liquidity, revenue growth, performance, prospects, strategies and the industry in which it operates. These statements are subject to risks, uncertainties, assumptions and other factors, many of which are beyond Titomic’s control, and are not guarantees of future performance. Actual results of operations, financial condition, liquidity, performance, prospects and growth, and the development of the industry in which Titomic operates, may differ materially from those made in or suggested by the forward- looking statements. Titomic does not make any representation that it will achieve the targeted revenue growth outlined in this presentation; the illustrative revenue profiles are scenarios based on stated assumptions, intended to demonstrate a potential way in which the Company could achieve revenue growth, and are not forecasts. Past performance is not indicative of, and provides no guidance as to, future performance. Subject to any continuing obligation under applicable law or the ASX Listing Rules, Titomic disclaims any obligation to update or revise any forward-looking statement in this presentation, or to reflect any change in expectations, events, conditions or circumstances on which any such statement is based. Nothing in this presentation shall under any circumstances create an implication that there has been no change in the affairs of Titomic since the date of this presentation. 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 or maintenance of capital 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. Cooling off rights do not apply to the acquisition of New Shares. Information and liability To the maximum extent permitted by law, each of Titomic, the Lead Manager and each of their respective related bodies corporate and affiliates, and each of their respective directors, officers, employees, partners, consultants, contractors, agents, advisers and representatives (together, the Beneficiaries) exclude and expressly disclaim: (a) all duty and liability for any expenses, losses, damage or costs incurred by you as a result of your participation in, or failure to participate in, the Placement, or the information in this presentation being inaccurate or incomplete in any way for any reason, whether by way of negligence or otherwise; (b) any obligation or undertaking to release any updates or revisions to the information in this presentation; and (c) all liability in respect of, and any representation or warranty (express or implied) as to, the fairness, currency, accuracy, reliability or completeness of the information in this presentation, or the accuracy, likelihood of achievement or reasonableness of any forecasts, prospects or returns contained in or implied by it, or that this presentation contains all material information about Titomic which a prospective investor or purchaser may require in evaluating a possible investment in Titomic. The Lead Manager is acting only as lead manager and bookrunner of the Placement. The Lead Manager and its Beneficiaries: have not prepared, nor independently verified, any of the information in this presentation and take no responsibility or liability for any part of it; have not authorised or permitted its issue, lodgement, submission, dispatch or provision; make no recommendation as to whether you or your affiliates should participate in the Placement and (to the extent permitted by law) make no representation or warranty concerning the Placement or the information in this presentation; and do not make, or purport to make, any statement in this presentation. Titomic and the Lead Manager have each not assumed that an investor will use the information in this presentation as part of their investment decision without making their own enquiries and obtaining independent advice. Unless expressly agreed in writing, none of Titomic, the Lead Manager or their respective Beneficiaries is in a fiduciary relationship with any investor, and you undertake that you will not seek to sue or hold the Lead Manager or its Beneficiaries liable in any respect in connection with this presentation or the Placement (to the maximum extent permitted by law). Determination of investor eligibility for the Placement, and any allocation of New Shares, is at the sole discretion of the Company and/or the Lead Manager, and to the maximum extent permitted by law each of them and their Beneficiaries disclaims any duty or liability in respect of the exercise of that discretion, except to the extent caused by its fraud, gross negligence or wilful misconduct. Lead Manager interests The Lead Manager and its related bodies corporate and affiliates (LM Group) are, and will continue to be, engaged in a broad range of activities, which may include trading, financing, corporate advisory, financial advisory, investment management, investment research, principal investment, hedging, market making, brokerage and other financial and non-financial activities and services. Members of the LM Group have provided, and may in the future provide, services to Titomic and to persons and entities with relationships with Titomic, for which they have received or will receive customary fees and expenses. In the ordinary course of their business activities, members of the LM Group and their employees and officers may act as market maker or hold, purchase or sell securities, derivatives, loans, commodities, currencies and other financial instruments of, or relating to, Titomic for their own account and for the accounts of their customers, may communicate independent investment recommendations, market colour or trading ideas or publish independent research views in respect of them, and may hold or recommend long or short positions. In connection with the Placement, one or more investors may elect to acquire an economic interest in the New Shares (Economic Interest) instead of the legal or beneficial interest, and a member of the LM Group may, for its own account, write derivative transactions with those investors to provide that Economic Interest and may be allocated, subscribe for or acquire New Shares or other Titomic securities in the Placement and/or the secondary market, including to hedge those transactions, which may result in that member disclosing a substantial holding and earning fees. The LM Group may receive and retain other fees, profits and financial benefits in each of the above capacities, including in its capacity as Lead Manager to the Placement. Not for distribution or release in the United States This presentation must not be distributed or released in the United States. It does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States or in any other jurisdiction in which such an offer would be unlawful. The New Shares have not been, and will not be, registered under the U.S. Securities Act of 1933, as amended (the U.S. Securities Act), or under the securities laws of any state or other jurisdiction of the United States. Accordingly, New Shares may not be offered or sold, directly or indirectly, in the United States except in transactions exempt from, or not subject to, the registration requirements of the U.S. Securities Act and any other applicable securities laws of any state or other jurisdiction of the United States. The New Shares may be offered and sold in the United States only to: (a) institutional accredited investors within the meaning of Rule 501(a)(1), (2), (3), (7), (8), (9) and (12) under the U.S. Securities Act; and (b) dealers or other professional fiduciaries organised or incorporated in the United States that are acting for a discretionary or similar account (other than an estate or trust) held for the benefit or account of persons that are not U.S. persons and for which they exercise investment discretion, within the meaning of Rule 902(k)(2)(i) of Regulation S under the U.S. Securities Act. The distribution of this presentation in other 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 may constitute a violation of applicable securities laws. General In this presentation, references to ‘Titomic’, ‘Titomic Group’, ‘the Group’, ‘we’, ‘us’ and ‘our’ are to Titomic and (where applicable) its controlled subsidiaries and entities. All dollar values are in Australian dollars (A$) or United States dollars (US$). Figures, amounts, percentages, estimates, calculations of value and fractions in this presentation are subject to the effect of rounding, and the actual calculation of these figures may differ from the figures set out in this presentation. Any diagrams, charts, graphs and tables appearing in this presentation are illustrative only and may not be drawn to scale. Certain market and industry data used in this presentation may have been obtained from research, surveys or studies conducted by third parties, or from industry or general publications; none of Titomic, the Lead Manager or their respective representatives or advisers has independently verified that data. Titomic reserves the right to withdraw or vary the timetable for the Placement without notice, with the prior written consent of the Lead Manager. Disclaimer 2 Investment Thesis | Reindustrializing America U . S . A . H Q F A C I L I T Y Huntsville, Alabama, United States of America N E T H E R L A N D S F A C I L I T Y Heerenveen, The Netherlands 1 Straits Research - Aerospace Defense MRO Market Size & Outlook, 2025-2033 U K F A C I L I T Y Cambridge, UK US $60-100B1 Serviceable addressable market expanded Structural Manufacturing Crisis • Long lead times persist • Aging fleets drive demand • Fragile global supply chains • Mission-critical manufacturing at speed • Embedded with U.S. primes • Production, repair & sustainment • Qualification → LRIP → Production • Multi-year service agreements • Operating leverage through scale Differentiated Manufacturing Platform Recurring Production Growth Titomic proudly supports over 100 leading companies throughout aerospace, defense, oil & gas, transport, and energy 3 A U S T R A L I A N F A C I L I T Y Melbourne, Victoria A differentiated manufacturing platform built for defense production at scale. 01 Cost Advantage • Repair over replace reduces lifecycle costs • 30–60% lower total ownership cost • Less material waste and machining required 02 Speed Advantage • Manufacture and repair in weeks • Faster response to mission requirements • Improves fleet readiness and availability 03 Supply-Chain Advantage • Eliminates reliance on foreign castings • Uses domestic and allied materials • Strengthens secure defense supply chains 04 Scalability Advantage • Qualification progressing into LRIP programs • Capacity scales alongside customer demand • Positioned for recurring production revenue Delivering mission-critical components faster, at lower cost, through a scalable domestic manufacturing platform. 4 Competitive differentiation Experienced leadership and senior advisory team BOARD OF DIRECTORS LEADERSHIP TEAM STRATEGIC ADVISORY GROUPS (U.S. & EU) Humphrey Nolan Non-Executive Director Hon. Mira Ricardel Non-Executive Director Lt. Gen (Ret.) John Frewen AO, DSC Non-Executive Director Dag W.R. Stromme Executive Chairman Jim Chilton Non-Executive Director Jim Simpson CEO / Managing Director Dr. Patti Dare President, USA Geoff Hollis CFO & Company Secretary Aude Vignelles President , APAC Chris Myers President, EMEA Sarah Neeley Chief Business Officer, USA Lt Gen (Ret.) Henry ‘Trey’ Obering Non-Executive Director Kirk Pysher Sr VP, Global Manufacturing Doug Graham Former Vice President Lockheed Martin Lt. Gen Sir Charlie Stickland Served 38 years in the Armed Forces including as Chief of Joint Operations 5 John Schumacher Former NASA Chief of Staff and Vice President at AerojetRocketdyne LTC (Ret.) Rich Choppa President DellaCioppa Inc.; Former Senior Director for Business Development, Boeing Defense; Retired U.S. Army Ranger Michael Kirkpatrick Chairman of DESE Research,Inc., Huntsville, Alabama John P. Stopher (PhD) Former PrincipalAssistant to the Secretary of the Air Force for Space; former Budget Director on the U.S. House Special Select Committee on Intelligence Lt. Gen Dennis Luyt Former Commander of the Royal Netherlands Air Force B.G. Wolfgang Richter Served more than four decades in the German Armed Forces and NATO COL (ret.) Andrew Haeuptle Former Director Room; Former Chief of Navy Staff; Former Special Assistant to the President and Senior Director of the White House Situation Staff Path to Commercialization A decade of technology development, refocused since 2024 into a U.S.-led defense industrial manufacturer. 2014–17 Technology foundation Founded in Melbourne; proprietary cold spray platform developed; ASX listing 2021–23 Strategic repositioning Business streamlined; European expansion; sharpened defense & industrial focus 2024 Leadership transformation New management team; U.S.-first strategy; capital raised to accelerate growth 2025 Platform built U.S. HQ established in Huntsville; world-class manufacturing footprint; positioned for defense production 2026 Commercial inflection Prime & government validation; LRIP pipeline; major production awards pending; U.S. redomicile (Q4) WE ARE HERE Production scale Production contracts; recurring revenue growth; cash-flow positive; U.S. exchange listing We are no longer trying to prove cold spray works — we are industrializing it. 2027 6 Platform Mission-critical manufacturing, repair, and production solutions for defense, aerospace, and industrial customers. 01 Mission-Critical Products • Components for missiles, hypersonics & space • Refractory alloys and large- format parts • Replaces existing production methods Eliminates long-lead castings & forgings 02 Sustainment & Repair Services • Aircraft, naval & industrial repair • Extends asset life without replacement • Depot and in-field repair capabilities 30–60% lower lifecycle cost 03 Low-Rate to Scaled Production • Qualification through LRIP to production • Domestic ITAR-aligned manufacturing • Built for recurring production programs Production-ready—not R&D 7 End Markets 1. Straits Research — Aerospace Defense MRO Market Size & Outlook, 2025–2033. Defense Primes & OEMs Missiles Hypersonics Propulsion Space US$500B+ Long-term global TAM across defense & aerospace Government Depots & MROs Naval sustainment Aircraft MRO Depot repair US$60 – 100B Global aerospace & defense MRO market¹ Energy & Industrial Operators Oil & gas Energy infrastructure Pressure vessels US$10 – 100B Serviceable markets within 2–5 years Large, mission-critical markets supported by long-term production and sustainment demand. 8 From qualification activity to recurring sustainment and positive free cash flow — a staged portfolio of defense, aerospace, maritime and energy opportunities. FY26 Commercialization • Customer qualifications • Prime & government validation • Commercial contract awards 1Q27 Production Ramp • LRIP programs begin • Pressure vessel qualification • Missile component ramp 2Q27 Commercial Expansion • Initial production orders • Naval & defense ramps • Production capacity expansion FY27 Production Scale • Multi-year production contracts • Scale across defense & energy • EBITDA breakeven objective Commercialization Pathway: Qualification programs are converting into LRIPs, production orders, and recurring revenue across a diversified portfolio of defense, aerospace, maritime, and energy opportunities. TOTAL ILLUSTRATIVE REVENUE POTENTIAL 13 programs US$250–430M+ illustrative 2026–2030E potential¹ 2027 EBITDA breakeven objective 1. Management's illustrative estimates across the top 13 conversion programs. Not forecasts or contracted revenue; actual results may materially vary. Commercialization Roadmap LARGEST NEAR-TERM OPPORTUNITIES PROGRAM STAGE POTENTIAL PAC-3 components In Discussions US$40–60M Tomahawk components NDA exercised US$30–50M Aircraft MRO Pilot Project implemented US$25–50M Standard missile components Proposal Submitted US$25–40M Hypersonic structures Risk Reduction/Next Phase proposal submitted US$25–40M Top 5 combined US$145–240M 9 Equity Raising Overview 10 Offer Structure & Size • Non-underwritten institutional placement of fully paid ordinary shares in Titomic (New Shares) to sophisticated and professional investors to raise $16.5 million (Placement or the Offer) via the issue of ~126.9 million New Shares, utilising the Company's existing placement capacity under ASX Listing Rules 7.1 Offer Price • $0.13 per New Share (Offer Price) representing a: • 23.5% discount to the last close price of $0.170 on Friday, 28 August 2026; and • 22.7% discount to the 15-day VWAP of $0.168, up to an including Friday, 28 August 2026. Ranking • New Shares issued under the Placement will rank equally with Titomic’s existing shares on issue Use of Proceeds • Proceeds will fund the next phase of Titomic's commercialisation, including supporting production scale-up, equipment and facility expansion, and progression towards management's 2027 cash-flow breakeven objective Joint Lead Managers & Bookrunners • Canaccord Genuity (Australia) Limited (Canaccord) • Peloton Capital Pty Ltd (Peloton) Financial Highlights & Milestones USE OF PROCEEDS (A$M) 16.5m 2026 RAISE Facility & equipment expansion 6.0 Working capital & reserve 6.0 Technical hires for production ramp Technology, automation & digital 2.3 Other expansionary hires 1.1 Total 16.5 5.5 FINANCIAL POSITION Cash at 30-Jun-26 A$14.3M September equity placement A$16.5M OSC non-dilutive financing² A$36M NEAR-TERM MILESTONES Equity proceeds accelerate expansion through to target cash-flow breakeven during 2027 — credibility converting to production revenue. 2. No certainty the Export-Import Bank of the United States Loan or Office of Strategic Capital funding will proceed on illustrated terms or be completed as contemplated. Q3–Q4 2026 EXIM US$10M facility; further prime & government awards 1Q 2027 LRIP programs commence 2Q–2H 2027 Initial production orders; ramp across defense programs FY 2027 Production scale; EBITDA breakeven objective PATH TO 2027 EBITDA BREAKEVEN 1 Active qualification programs Prototypes & customer validations 2 LRIP ramp First orders and revenue conversion 3 Production contracts Scale to multi-year production 4 Recurring sustainment Long-term services & supply Investment impact: high-value programs, recurring sustainment revenue, domestic supply chain, lower lifecycle cost and a high-margin production pathway. 11 EXIM non-dilutive financing² A$14M Total available funds A$30.8M 1.1 Potential additional non-dilutive funding: Timetable 12 Event Date Trading Halt Monday, 31 August 2026 Placement bookbuild conducted Tuesday, 1 September 2026 Trading halt lifted, announce completion of Placement Wednesday, 2 September 2026 Settlement of New Shares under the Placement Monday, 7 September 2026 Allotment and Quotation of New Shares under the Placement Tuesday, 8 September 2026 THE OPPORTUNITY • Structural manufacturing & sustainment bottleneck • Long lead times and constrained supply chains • Mission-critical production in weeks, not months OUR CUSTOMERS U.S. & allied defense primes Government depots & MROs 100+ leading commercial & industrial customers OUR PLATFORM • U.S.-led manufacturing footprint • Huntsville HQ embedded with defense ecosystem • Global capacity across the U.S., Europe & Australia THE INFLECTION POINT • Prime & government validation complete • LRIPs transitioning into production • Targeting EBITDA breakeven during FY27 A differentiated U.S. manufacturing platform entering commercial scale at a pivotal point in defense reindustrialization. 13 Summary APPENDIX A Potential EXIM Non-Dilutive Financing Potential non-dilutive financing with EXIM Bank for a US$10 Million Debt Facility Under "Make More in America" Initiative Key Proposed Terms as at the date of this Investor Presentation:  Potential US$10 million debt facility from the Export-Import Bank of the United States (EXIM Bank) under its "Make More in America" initiative  Application for direct loan has advanced further in EXIM’s internal underwriting and approval process.  ~5 to 7 year terms  Funding to support expansion of Titomic's Huntsville, Alabama manufacturing facility throughout the remainder of 2026 and 2027 Proceeds intended to fund: - Advanced manufacturing equipment - Facility expansion and production capability - Working capital associated with growth initiatives - Other qualifying expansion expenditures  Strengthens Titomic's balance sheet through attractive, non-dilutive growth capital while supporting increased manufacturing capacity to meet growing U.S. industrial demand and export opportunities • A leading global financial services corporation has been engaged by Titomic to advise on and potentially serve as Lender, Arranger and Operating Bank for the potential EXIM debt facility Note: The loan application remains subject to final due diligence and approval. APPENDIX B: KEY RISKS Key risks FAILURE TO ATTRACT NEW CUSTOMERS The success of the Company’s business relies on its ability to attract new business from existing customers and attract new customers across the regions where it operates. The capacity to attract new customers and attract new business from existing customers will be dependent on many factors including the capability, cost-effectiveness and value of the Company’s products and services compared to competing technologies. If the Company fails to execute on its business strategy, its business, financial condition and results of operations could be materially and adversely affected. PRODUCT QUALITY AND MANUFACTURING RISKS Risks are involved in the ability to translate customer technical objectives into a solution that provides the expected quality of product in a cost-effective manner. The products and technology supplied by the Company may not be functional or not meet customers’ expectations. This may lead to requirements for the Company to improve or refine its products, which may diminish operating margins or lead to losses. The products and technology supplied by the Company, while extensively tested prior to collection, can be damaged in transit. While this risk is insurable, it may diminish operating margins. Some solutions in development need further qualification and testing to achieve required certification levels or may not be developed in a timely manner which could negatively impact the Company’s financial performance. PRODUCT LIABILITY AND WARRANTY RISK The Company’s products are subject to customers' manufacturing standards. There is a risk that the Company’s products may have actual or perceived safety or quality failures or defects which could result in: (a) litigation or claims alleging negligence, product liability or breach of warranty against the Company; (b) regulatory action; (c) damage to the Company’s brand and reputation; and/or (d) the Company being forced to terminate or delay sales or operations. Despite best practice by the Company with respect to the manufacture and supply of its products and any insurance that the consolidated entity may hold, the risk of defective products remains and may negatively impact the Company’s reputation, operations and financial prospects. SUPPLY CHAIN RISK The Company sources certain key components for its systems from third party suppliers. The delivery of such components may be delayed, or a specific supplier may not be able to deliver at all, which may lead to a longer sales cycle. The goods received may not meet the specifications requested or be of the appropriate quality which may also lead to a longer sales cycle. Mitigation approaches include quality assurance testing and multiple supplier arrangements to enable a shift to another supplier when and if required. In relation to metal powders, a key component, the Company has contractual arrangements with many of the key global powder suppliers to help ensure consistent and timely supply. A list of the key risk factors affecting the Company is provided below. The occurrence of any one of the risks below could adversely impact the Company’s operating and financial performance and prospect. COMPANY SPECIFIC RISKS Key risks (cont’d) REGULATION AND COMPLIANCE RISK The Company is subject to regulation relating to export control compliance and quality regulations applicable to the manufacture of its products and various reporting regulations. There can be no guarantee that the regulatory environment in which the Company or its customers currently operates may not change in the future which may impact on the Company’s existing products. Depending upon the severity of any failure of the Company or its customers to comply with any applicable regulations, the Company or its customers could be subject to enforcement actions. If any such actions are imposed against the Company they could harm the Company’s reputation, and depending upon the severity, could have significant adverse impact upon the Company’s ability to provide services and on its financial condition. GOVERNMENT CONTRACTS A portion of the Company’s revenues may depend on the Company’s ability to do business with the USA, Australian, Netherlands as well as other foreign governments and their various agencies, whether directly or indirectly. Such customers may: • Award or terminate contracts at their convenience; • Terminate, reduce or modify contracts or subcontracts if its requirements or budgetary constraints change; • Cancel multi-year contracts and related orders if funds become unavailable; • Shift their spending priorities, adjust contract costs and fees on the basis of audits done by its agencies; • Use intellectual property developed in the performance of a government contract or subcontract and/or, claim rights to intellectual prop