Announcement PDF 1 TITOMIC LIMITED | TTT:ASX DRIVING INNOVATION, SECURING THE FUTURE AGM PRESENTATION 25 NOVEMBER 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 How to vote • When the poll is open, select the vote icon at the top of the screen • To vote, select either For, Against or Abstain • You will see a vote confirmation • To change or cancel your vote “click here to change your vote” at any time until the poll is closed 4 TITOMIC LIMITED | TTT:ASX How to ask a question • To ask a written question, select the Q & A icon • Select the topic your question relates to from the drop-down list • Type your question in the text box and press the send button • To ask a verbal question follow the instructions below the broadcast window. 5 TITOMIC LIMITED | TTT:ASX CHAIRMAN’S PRESENTATION Mr Humphrey Nolan (Deputy Chairman) 6 TITOMIC LIMITED | TTT:ASX 6 TITOMIC LIMITED | TTT:ASX  Pivot to manufacturing & services, vs machine sales  Appointment of aerospace veteran Jim Simpson as CEO, relocation of HQ to USA, and strengthened leadership team in EMEA & APAC  Clear commercialisation pathway  Focus on Tier 1 aerospace and defence primes for rapid component manufacturing: active engagement with > 12 primes (vs 2 in prior year)  Coating and repair solutions targeting oil & gas, maritime & aviation, particularly corrosion control.  New state of art manufacturing facilities opened in Huntsville, Alabama (June 2025) and Heerenveen, NL (September 2025)  Appointment of Lt. Gen (Ret.) John Frewen, AO, DSC as a director, enhancing aerospace & defence expertise in the APAC region.  Establishment of U.S. Strategic Advisory Group, helping drive engagement with key stakeholders with US military/ industrial ‘complex’  AUD 80M raised to support expansion efforts  AUD 30M raise completed in October 2024 & AUD 50M raise completed in July 2025 2025 Highlights - A Transformative Year for Titomic 7 TITOMIC LIMITED | TTT:ASX 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 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 8 TITOMIC LIMITED | TTT:ASX CEO AND MANAGING DIRECTOR’S PRESENTATION Mr Jim Simpson 9 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. 10 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 11 TITOMIC LIMITED | TTT:ASX Proven track record of executing on company strategy 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 Haeuptle 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) 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 13 TITOMIC LIMITED | TTT:ASX Near-term catalysts CATALYST TIMING Various R&D and commercial announcements in military and space Q4 25 / Q1 26 Northrop Grumman demonstration Oct 25 Woodside Energy / Monadelphous D623 lease and testing Q4 25 / Q1 26 Airbus pilot Q1 26 Initial project, Tier 1 Prime, proprietary coatings Q4 25 DNV certification for Oil & Gas / Maritime Q1 26 / Q2 26 Certification, U.S. aerospace Q1 26 Equinor, USACE Q4 25 / Q1 26 Boeing production Q4 26 14 TITOMIC LIMITED | TTT:ASX FORMAL BUSINESS OF THE AGM 15 TITOMIC LIMITED | TTT:ASX Item 1 2025 Annual Financial Statements To receive and consider the Annual Financial Report of the Company for the financial year ended 30 June 2025 together with the Remuneration Report, Director’s Declaration and the reports of the Directors and company Auditor. 16 TITOMIC LIMITED | TTT:ASX Item 2 – Resolution 1 Adoption of 2025 Remuneration Report Item 2 is to consider and, if thought fit, to pass the following resolution as a non-binding ordinary resolution: “That the Company adopt the Remuneration Report for the year ended 30 June 2025 in accordance with section 250R(2) of the Corporations Act.” Proxy Results: For: 126,859,909 90.52% Against: 12,304,486 8.78% Open: 986,650 0.70% Total Valid Proxies: 140,151,045 100.00% Abstain: 336,328 Excluded: 96,154 17 TITOMIC LIMITED | TTT:ASX Item 3 – Resolution 2 Election of Mr John Frewen Item 3 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of ASX Listing Rule 14.4, the Company’s Constitution and for all other purposes, Mr John Frewen, AO, DSC, being eligible, be elected as a Director of the Company." Proxy Results: For: 136,654,616 97.51% Against: 2,523,443 1.80% Open: 971,965 0.69% Total Valid Proxies: 140,150,024 100.00% Abstain: 433,503 Excluded: - 18 TITOMIC LIMITED | TTT:ASX Item 4 – Resolution 3 Election of Mr Jim Simpson Item 4 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of the Company’s Constitution and for all other purposes, Mr Jim Simpson, being eligible, be elected as a Director of the Company." Proxy Results: For: 136,788,816 97.61% Against: 2,389,243 1.70% Open: 971,965 0.69% Total Valid Proxies: 140,150,024 100.00% Abstain: 433,503 Excluded: - 19 TITOMIC LIMITED | TTT:ASX Item 5 – Resolution 4 Re-election of Dr Andreas Schwer Item 5 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of ASX Listing Rule 14.4, the Company’s Constitution and for all other purposes, Dr Andreas Schwer, retires by rotation and being eligible to be re-elected, be re-elected as a Director of the Company." Proxy Results: For: 136,996,784 97.67% Against: 2,299,132 1.64% Open: 971,965 0.69% Total Valid Proxies: 140,267,881 100.00% Abstain: 315,646 Excluded: - 20 TITOMIC LIMITED | TTT:ASX Item 6 – Resolution 5 Ratification of prior issue of Placement Shares to investors (July 2025 Placement) Item 6 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: “That, for the purposes of ASX Listing Rule 7.4 and for all other purposes, Shareholders approve and ratify the issue of 200,000,000 Placement Shares to investors on 31 July 2025, on the terms and conditions described in the Explanatory Memorandum.” Proxy Results: For: 127,734,354 97.74% Against: 1,923,681 1.47% Open: 1,037,372 0.79% Total Valid Proxies: 130,695,407 100.00% Abstain: 956,576 Excluded: 8,931,544 21 TITOMIC LIMITED | TTT:ASX Item 7 – Resolution 6 Approval of issue of Tranche 2 Placement Shares to investors (July 2025 Placement) Item 7 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: “That, for the purposes of ASX Listing Rule 10.11 and for all other purposes, Shareholders approve the issue of 1,400,000 Tranche 2 Placement Shares to Directors of the Company under the July 2025 Placement, on the terms and conditions described in the Explanatory Memorandum.” Proxy Results: For: 136,299,165 97.69% Against: 2,234,260 1.60% Open: 997,372 0.71% Total Valid Proxies: 139,530,797 100.00% Abstain: 956,576 Excluded: 96,154 22 TITOMIC LIMITED | TTT:ASX Item 8 – Resolution 7 Approval of issue of Rights and Options to Jim Simpson Item 8 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of section 208 of the Corporations Act, ASX Listing Rule 10.11 and for all other purposes, Shareholders approve the issue of 5,000,000 Rights and 25,000,000 Options to Managing Director, Mr Jim Simpson, on the terms and conditions and as detailed in the Explanatory Memorandum which accompanies this Notice of Meeting." Proxy Results: For: 119,762,886 85.62% Against: 19,153,797 13.69% Open: 960,150 0.69% Total Valid Proxies: 139,876,833 100.00% Abstain: 706,694 Excluded: - 23 TITOMIC LIMITED | TTT:ASX Item 9 – Resolution 8 Approval of issue of Shares to Jim Simpson Item 9 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of section 208 of the Corporations Act, ASX Listing Rule 10.11 and for all other purposes, Shareholders approve the issue of 804,518 Shares to Director, Mr Jim Simpson, on the terms and conditions and as detailed in the Explanatory Memorandum which accompanies this Notice of Meeting." Proxy Results: For: 133,780,920 95.64% Against: 5,087,667 3.64% Open: 1,008,246 0.72% Total Valid Proxies: 139,876,833 100.00% Abstain: 706,694 Excluded: - 24 TITOMIC LIMITED | TTT:ASX Item 10 – Resolution 9 Approval of issue of Options to John Frewen Item 10 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of section 208 of the Corporations Act, ASX Listing Rule 10.11 and for all other purposes, Shareholders approve the issue of 5,000,000 Options to Director, Mr John Frewen, on the terms and conditions and as detailed in the Explanatory Memorandum which accompanies this Notice of Meeting." Proxy Results: For: 120,325,877 85.88% Against: 18,718,710 13.36% Open: 1,062,246 0.76% Total Valid Proxies: 140,105,833 100.00% Abstain: 476,694 Excluded: - 25 TITOMIC LIMITED | TTT:ASX Item 11 – Resolution 10 Renewal of approval of Equity Incentive Plan Item 11 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of ASX Listing Rule 7.2 (exception 13(b)), and for all other purposes, Shareholders renew the approval of, and approve the issue of securities under, the Company’s existing Equity Incentive Plan, on the terms and conditions described in the Explanatory Memorandum which accompanies this Notice of Meeting." Proxy Results: For: 121,013,179 86.48% Against: 17,959,980 12.83% Open: 970,150 0.69% Total Valid Proxies: 139,943,309 100.00% Abstain: 544,064 Excluded: 96,154 26 TITOMIC LIMITED | TTT:ASX Item 12 – Resolution 11 Appointment of Auditor Item 12 is to consider and, if thought fit, to pass the following resolution as an ordinary resolution: "That, for the purposes of section 327B(1) of the Corporations Act and for all other purposes, RSM Australia Partners, having been nominated by a Shareholder and consented in writing to act as Auditor of the Company, be appointed Auditor of the Company, effective immediately." Proxy Results: For: 138,594,144 99.14% Against: 243,173 0.17% Open: 970,150 0.69% Total Valid Proxies: 139,807,467 100.00% Abstain: 776,060 Excluded: - 27 TITOMIC LIMITED | TTT:ASX TITOMIC USA – GLOBAL HEADQUARTERS 15091 AL Highway 20 Madison, AL 35756 TITOMIC 1/371 Ferntree Gully Road Mount Waverley, Victoria 3149, Australia TITOMIC EUROPE Mars 14 8448 CP Heerenveen, The Netherlands info@titomic.com | titomic.com