Announcement PDF 1 TITOMIC LIMITED | TTT:ASX DRIVING INNOVATION, SECURING THE FUTURE INVESTOR PRESENTATION OCTOBER 2025 2 TITOMIC LIMITED | TTT:ASX 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. 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 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. 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. 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. 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. Disclaimer 3 TITOMIC LIMITED | TTT:ASX 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 U.S. Facility Huntsville, Alabama, United States of America (USA) Netherlands Facility Heerenveen, The Netherlands Global expansion to meet United States (U.S.) onshoring demand and global growth opportunities Titomic Limited proudly supports over 100 leading companies throughout aerospace, defense, oil & gas, transport, and energy  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  Strong balance sheet post successful AUD 50m capital raise Titomic is a leader in the global shift toward localised, high-efficiency production Australian Facility Mount Waverley, Victoria Huntsville: Modern, 59,000 sq. ft. facility in prime location Netherlands: Brand new facility Australia: Modern, functioning incubator facility Serviceable addressable market expanded Aerospace Marine & Transport Defense Oil & Gas Industries 1. Refer to slide 7 for further detail. 4 TITOMIC LIMITED | TTT:ASX Investment highlights Strategic plan on-track – targeting US$750M revenue by 2030 Favourable tailwinds & expanding market opportunities Titomic has a unique competitive advantage  Successful pivot from machine sales to high-margin production/services  Jun-25 commissioning of U.S. Headquarters (HQ) and 59,000 sq. ft factory in Huntsville, Alabama  Aug-25 established UK subsidiary  Sep-25 opening of new 22, 000 sq factory Netherlands  Strong and accelerating commercial engagements with Tier 1 organizations  U.S. Budget approval of US$1T+ in defense spending for FY2026  European Union’s (EU) defense investment to reach €800B by 2030  Global thematics accelerating adoption of Titomic’s services  Unique solutions, market leader  Localised production capability & global footprint  Ability to move rapidly from prototype to production at scale  Well funded balance sheet Multiple sources of additional funding Experienced leadership and senior advisory team with broad expertise Proven track record of executing on company strategy  Secured €800k funding via the Dutch Ministry of Economic Affairs’ 3D Print Kompas (3D PK) program  Ongoing pursuit of loans from U.S. Government agencies, including DPA Title III and OSC  Ongoing pursuit of grant funding from Australian Industry Growth Program (IGP)  Management team and advisory board assembled with broad industry expertise and access to key touchpoints across core growth sectors  U.S. Strategic Advisory Group established to the support the Company’s growth in the U.S. through access to critical industries  Significantly strengthened Australian team  Successfully executing on strategy  Signed or in process of establishing commercial agreements with 15 U.S .defense and European primes as well as leading institutions such as USACE, NAVSEA, NAVY, DEVCOM, Royal Dutch Army, Fraunhofer, Ukrainian Army, French Navy, NATO, DTSG and NASA 1 2 3 4 5 6 Source: NY Post, European Parliament, ReArm Europe Plan/ Readiness 2030 (April 2025), Federal News Network. 5 TITOMIC LIMITED | TTT:ASX Strategic plan on-track – targeting US$750M revenue by 2030 1 OIL & GAS Accelerating industrial adoption DEFENSE Commercial validation: U.S. Defense Primes AEROSPACE Maintenance, repair and overhaul (MRO) 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 Q425 Manufactured of 78kg 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. and European defense primes Combat proven D523s in Ukraine Multiple applications for TKF commercially validated 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 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 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 6 TITOMIC LIMITED | TTT:ASX Scaling across high-growth strategic sectors, driven by rising commercial demand 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, U.S. NAVY, U.S. Marines, Australian NAVY 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 2 Favourable tailwinds & expanding market opportunities 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. Serviceable addressable market expanded 7 TITOMIC LIMITED | TTT:ASX Favourable tailwinds & expanding market opportunities (cont’d) Innovative solutions across critical industries, supported by global defense budgets 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 Supported by: Defense Budget GDP Target 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 2 Source: NATO (June 2025), United States Government Accountability Office, U.S. Department of Defense (March 2024), European Commission. 8 TITOMIC LIMITED | TTT:ASX 8 TITOMIC LIMITED | TTT:ASX Titomic has a unique competitive advantage 3 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 Secured U.S. domestic titanium supply Team of skilled engineers with deep knowledge in cold spray technology 9 TITOMIC LIMITED | TTT:ASX 9 TITOMIC LIMITED | TTT:ASX  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, awaiting new loan instrument)  U.S. Federal incentives:  Defense Production Act (DPA) Title III (DCSBI Consortium) – Strategic materials and manufacturing support (USAF Accelerator)  Small Business Innovation Research (SBIR) / Small Business Technology Transfer Programs – R&D and commercialization grants (active evaluations ongoing)  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 Multiple sources of additional funding 4 10 TITOMIC LIMITED | TTT:ASX 5 BOARD OF DIRECTORS LEADERSHIP TEAM STRATEGIC ADVISORY GROUP 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 Dr. Andreas Schwer Non-Executive Director Jim Simpson CEO / Managing Director Dr. Patti Dare President, USA Geoff Hollis CFO & Company Secretary Michael Rochford General Manager - AUS Klaas Rozema President - Europe Sarah Neeley COO, USA Lt. Gen (Ret.) Henry ‘Trey’ Obering Retired U.S. Air Force senior acquisition leader; Former Director of the U.S. Missile Defense Agency; former executive at Booz Allen Hamilton 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 Chris Myers President, Global Resource Advisors; Former Vice President, Lockheed Martin; former U.S. Naval Officer LTC (Ret.) Rich Choppa President DellaCioppa Inc.; Former Senior Director for Business Development, Boeing Defense; Retired U.S. Army Ranger John Schumacher Former NASA Chief of Staff and Vice President at Aerojet Rocketdyne Kirk Pysher Senior Vice President – Manufacturing and Production Experienced leadership and advisory team with broad expertise Andrew Haeuptle Former Director of Navy Staff; Former Special Assistant to the President and Senior Director of the White House; Former Chief of Staff for the Under Secretary of the Navy; Retired Marine Corps Colonel. Aude Vignelles President – APAC 11 TITOMIC LIMITED | TTT:ASX Proven track record of executing on company strategy 6 Recent progress  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  Established U.S. HQ and global footprint: Commissioning of facility in Huntsville, Alabama, U.S., completed in Jun-25, TKF 3250 operational early 2026  Opened new EU facility: World class manufacturing facility opened in Heerenveen, The Netherlands in Sep-25  Leadership team enhanced: Addition of Andrew Haeuputle to the Strategic Advisory Group, key business development appointments of Sharon Abercia (Oil & Gas), Les Gregory (UK) and Ralf Prechtl (EU), and appointment of Aude Vignelles as President of Asia Pacific region  Technology maturity and recognition: TKF is gaining traction as a genuine and attractive commercial alternative to traditional manufacturing processes  Well funded balance sheet: Titomic successfully completed AUD 50 million capital raise in July 2025 Titomic cuts the ribbon on new facility in Heerenveen, Netherlands Guests tour Titomic’s new Heerenveen facility 12 TITOMIC LIMITED | TTT:ASX Proven track record of executing on company strategy (cont’d) 6 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 Recent progress (cont’d)  Defense & Aerospace (U.S.): - Northrop Grumman hot fire late Oct-25 - Engagement with Tier 1 primes in relation to hypersonics and solid rocket motors with proposals submitted - NDAs and factory tours with 10+ defense primes - USACE on-site demonstration and proposal - NASA Space Act agreement in work  Energy (global): - Initial engagement and on-site visit with Exxon - Ongoing engagement with Woodside / Monadelphous - Engagement with Equinor / Aibel / EFFEE  Other EU progress: - Continued engagement with Airbus - Battle proven D523s in Ukraine - New UK subsidiary - Progression of cold spray semi-conductor project - New opportunities with aerospace, defense and via NATO offset programs  Other APAC progress: - Successful demonstration day at RAN (Navy) West attended by major Oil & Gas, Defense and Maritime and Mining primes  Technology advancement: - Mixed reality goggles ready in Q4 2025 - Mobile backpack units closer to commercialisation - Further system optimisation including long-hose option Development Delivery 13 TITOMIC LIMITED | TTT:ASX A$50M equity raising completed in July 2025 SOURCES OF FUNDS A$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 Offer proceeds will be used to accelerate Titomic’s expansion through to target cashflow breakeven during 2027 Management and Technical hires to support business momentum and production ramp-up  New President APAC, 2x Defense BD VPs Europe and new Oil & Gas VP U.S.  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 (opened Sep-25) 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 14 TITOMIC LIMITED | TTT:ASX APPENDIX 15 TITOMIC LIMITED | TTT:ASX 15 TITOMIC LIMITED | TTT:ASX Near-term catalysts CATALYST TIMING Various R&D and commercial announcements in military and space Q3 / Q4 25 Northrop Grumman demonstration Oct 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 16 TITOMIC LIMITED | TTT:ASX Offering diverse, versatile cold spray systems 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 D623 & D523 INTEGRATED SPRAY BOOTHS Low and medium pressure cold spray Coatings, repairs, and secondary 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 Modular, portable repair system Automated loading and unloading of parts Low and medium pressure High pressure TKF 1000 TKF CUSTOM TKF 3250 High pressure AM and coatings High pressure AM and coatings High pressure AM and coatings Designed for prototyping and production tasks Demonstration of Titomic’s ability to engineer and construct bespoke AM systems Optimised for spherical and rotational builds – ideal for aerospace 1 cubic meter build envelope 31.5 cubic meter build envelope Builds parts 3.25 metres in length 5.7 cubic metre build envelope 2nd generation systems installed at Titomic and The Welding Institute (TWI) United Kingdom (UK) with installation to be made at OMIC R&D and Tritton Systems Deployed in the Titomic Melbourne Production Bureau Titomic’s most advanced system, currently in use in aerospace and defense projects 17 TITOMIC LIMITED | TTT:ASX 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  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 TKF 3250 Titomic Huntsville Facility (Alabama, USA) TKF 1000 18 TITOMIC LIMITED | TTT:ASX Pathway to US$750M revenue by 2030 REVENUE BY BUSINESS SEGMENT1 FY25 | Demonstration & Validation  Northrop: missile chamber and warhead demo (Q3/Q4)  Airbus MRO pilot and Lufthansa system orders  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  APAC and NATO defense programs fully mature Positioned as the global leader in non-thermal additive systems 2025 2027 Defense & Aerospace Oil & Gas & Maritime MRO / Aviation Machine Sales & Other US$750M revenue target 2030 1. 2025 and 2027 revenue to scale. Illustrative breakdown of US$750M aspirational 2030 revenue target (not to scale). 19 TITOMIC LIMITED | TTT:ASX Illustrative program revenue profile 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 DEFENSE / AEROSPACE TIER 1 PRIME Staged development and manufacturing program1 Illustrative revenue 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 R&D Proof of Concept Qualification LRIP Full Production 1. Typical contractual relationship with a Tier 1 Prime and all fees and timing represented is indicative only and may not reflect actual results. 20 TITOMIC LIMITED | TTT:ASX Illustrative program revenue profile MRO OPPORTUNITY 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) R&D Pilot MRO (owned) MRO (affiliate) Coating and repair roll-out to multi-national adopting Titomic D-Series systems with significant MRO network1 Illustrative revenue 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 1. Hypothetical MRO opportunity and all fees and timing represented is indicative only and may not reflect actual results. 21 TITOMIC LIMITED | TTT:ASX 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) DEFENSE BUDGET: US$850B+ ANNUALLY REVENUE POTENTIAL: US$300M-US$500M STRATEGIC ADVAN