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Upcycling Critical Metals & Materials Half Year Results – August 2026 Investor Webinar 26th August 2026 ASX:6KA
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© 2026 6K Additive Proprietary and Confidential This presentation (Presentation) is provided by 6K Additive, Inc. (6KA or the Company) to provide summary information about 6KA and its activities as at the date of this Presentation and statements in this Presentation are made only as at the date of this Presentation (26 August 2026) unless stated otherwise. 6KA’s Chess Depositary Interests (CDIs) are admitted to trading on the Australian Securities Exchange (ASX) and 6KA’s public disclosures to the ASX can be found at https://www.asx.com.au/markets/company/6KA. This Presentation is not, and does not purport to be, a prospectus, disclosure document or offering document under Australian or any other law. This Presentation is not, and does not constitute, or form any part of, an offer to sell or issue, or the solicitation, invitation or recommendation to purchase any securities. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, statements, opinions, matters or conclusions (express or implied) contained in, derived from, or arising out of this presentation, or any omission from this Presentation or of any other written or oral information or opinions provided now or in future to any person. This Presentation does not purport to summarize or contain all information that a recipient should consider when making an investment decision, nor does it summarize or contain all the information which would be required in a disclosure document prepared in accordance with the requirements of Australia’s Corporations Act 2001 (Cth) or any other legislation, and it should not form the basis of any decision by a recipient. Recipients should carry out their own investigations and analysis of the Company and verify the accuracy, reliability and completeness of the information contained in this Presentation or any other form of communication to which the recipient is permitted access, in evaluating an investment in the Company. Recipients should consult with their professional adviser(s) before making any investment decision, as an investment in the Company is considered to be speculative in nature. No liability To the maximum extent permitted by law the Company or its respective affiliates or related bodies corporate, nor any of their respective officers, directors, employees, agents and advisers (Related Parties), nor any other person, accepts any responsibility or liability for, and makes no recommendation, representation or warranty concerning or in relation to, the content of this Presentation, the Company, or the Company’s securities including, without limitation, any liability arising from fault or negligence, for any loss arising from the use of or reliance on any of the information contained in this Presentation or otherwise arising in connection with it. Investment risk An investment in the Company is subject to investment risks and other known and unknown risks, some of which are beyond the control of the Company, including possible loss of income and capital invested. The Company does not guarantee any particular rate of return or the performance of the Company, nor does it guarantee the repayment of capital in the Company or any particular tax treatment. In considering an investment in the Company, investors should have regard to (amongst other things) the risks outlined in this Presentation and the Company’s previous disclosures to ASX. Not financial product advice Reliance should not be placed on the information or opinions contained in this Presentation. This Presentation is for informational purposes only and is not financial product or investment advice or a recommendation to acquire the Company’s securities and does not take into consideration the investment objectives, financial situation or particular needs of any particular investor. You should make your own assessment of an investment in the Company and should not rely on this Presentation. In all cases, you should conduct your own research of the Company and analysis of the financial condition, assets and liabilities, financial position and performance, profits and losses, prospects and business affairs of the Company and its business, and the contents of this presentation. You should seek legal, financial, tax and other advice appropriate to your situation. Past performance Past performance information given in this Presentation is given for illustrative purposes only and should not be relied upon as an indication of (and gives no guidance as to) future performance. Future performance This presentation contains forward-looking statements, including financial forecasts, regarding the Company’s financial condition, operations, and business strategies, as well as certain plans and objectives of its management. These statements, which are not historical facts, may be identified by words such as “believes”, “expects”, “plans”, “forecasts”, and similar expressions. Forward- looking statements involve inherent risks and uncertainties, both known and unknown. that may cause actual results to differ materially from those expressed or implied. These risks include funding availability, market demand, price and currency fluctuations, regulatory changes, economic conditions, political developments, and required approvals and other risks outlined in this Presentation and the Company’s previous disclosures to ASX. Such statements are based on assumptions about current and future business strategies and operating environments, which may not prove accurate. They are not guarantees of future performance, and no representation is made that any forecast or objective will be achieved. Forward-looking statements speak only as at the date of this Presentation and to the full extent permitted by law, the Company and its Related Parties disclaim any obligation or undertaking to release any updates or revisions to information to reflect any change in any of the information contained in this Presentation (including, but not limited to, any assumptions or expectations set out in the Presentation). 2 IMPORTANT NOTICE & DISCLAIMER
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© 2026 6K Additive Proprietary and Confidential 3 6K ADDITIVE | BUSINESS & TEAM AGENDA & PRESENTERS Frank Roberts CEO Jonathan Wolak CFO © 2026 6K Additive Proprietary and Confidential 1. HALF-YEAR HIGHLIGHTS 2. EXPANSION 3. DIVISION RESULTS 4. GOVERNMENT SUPPORT 5. FINANCIAL PERFORMANCE
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© 2026 6K Additive Proprietary and Confidential 4 ABOUT 6K ADDITIVE 6K ADDITIVE | GROUP OVERVIEW © 2026 6K Additive Proprietary and Confidential Using exclusive UniMelt® plasma technology and proprietary processes, 6K Additive converts recycled domestic scrap into high-value materials, reducing reliance on imports and strengthening U.S. supply-chain resilience and national security. Headquartered in Burgettstown, Pennsylvania What we make: High-performance metal powders & alloy additions, upcycled from domestic feedstocks How we do it: Proprietary UniMelt® plasma and proprietary processes for spheroidizing and densifying powders Who we serve: Supporting a circular, secure, and domestic supply chain across aerospace, defence, space, energy, medical and industrial markets Why in matters: Scaling a unique U.S. production capacity that reduces import dependence and improves supply-chain resilience Powder Production – The Growth Driver
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© 2026 6K Additive Proprietary and Confidential 5 6K ADDITIVE | INVESTMENT HIGHLIGHTS RECORD REVENUE GROWTH. EXPANSION UNDERWAY . POSITIONED FOR SCALE. © 2026 6K Additive Proprietary and Confidential REVENUE GROWTH US$28m annualized Q2 2026 run rate DIVERSIFIED DEMAND 100+ customers across aerospace, defence, energy and industrial markets STRONG BALANCE SHEET US$22m in Total Cash Liquidity EXPANSION ADVANCING Current expansion plan fully funded to profitability BUILT IN AMERICA Powering U.S. innovation with domestic, secure and resilient supply chains COMMERCIAL MOMENTUM Revenue increased 73% to US$13.3m, the strongest half-year performance in Company history. Powder revenue increased 77% and Alloy revenue increased 66%. Repeat orders exceeded 90% of sales. CUSTOMER DEMAND Backlog increase to US$11.9m (up 23% on prior quarter). Strong demand across defence, aerospace, OEM and other key industrial markets. Market share gains continued across Powder and Alloy products. EXPANSION PROGRESS Major construction contracts awarded. Primary production furnace ordered. Capacity expansion remains on track from ~1,600tpa to >6,000tpa (Total Production Capacity). FINANCIAL POSITION Cash balance of US$22.1m. US$13.7m DPA funding remains available. Documentation progressing for the US$27.4m EXIM Loan facility.
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© 2026 6K Additive Proprietary and Confidential 6 6K ADDITIVE | FINANCIAL HIGHLIGHTS RECORD REVENUE GROWTH. EXPANSION UNDERWAY . POSITIONED FOR SCALE. © 2026 6K Additive Proprietary and Confidential COMMERCIAL MOMENTUM Annualised revenue run rate of US$28m in 2Q26, up from US$25m in 1Q26 and US$22m in 4Q25, the third consecutive quarter of growth. Gross Margin improvement to breakeven. The expansion plan significantly improves feedstock processing, a key bottleneck, ahead of the 1Q27 capacity step change. OPEX fell from 67% to 54% and is expected to continue to improve as 6KA continues to scale. 1H252H251H26METRIC (US$M) 7.710.013.3Revenue 9.110.213.3Cost of Revenue (CoR) (1.5)(0.2)(0.1)Gross Margin (GM) -19%-2%-1%GM % 1.00.80.9Depreciation incl. in CoR (0.5)0.60.8GM excl. Depreciation -6%6%6%GM excl. Depreciation % 5.16.37.1Total OPEX 67%63%54%OPEX as a % of Revenue (6.6)(6.5)(7.2)Loss from Operations
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EXPANSION
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© 2026 6K Additive Proprietary and Confidential 8 BURGETTSTOWN HQ & CAMPUS EXPANSION UNDERWAY Scaling capacity to support growing demand 6K ADDITIVE| CAMPUS EXPANSION © 2026 6K Additive Proprietary and Confidential STRATEGIC OUTCOMES Unlocks path to profitability. Enables consolidation of manufacturing activities at Burgettstown. Feedstock processing brought inhouse, solving biggest production bottleneck and lowers costs. Initial production targeted by end of CY 26. US$27.4M EXIM LOAN US$13.7M DPA TITLE III FUNDING REMAINING US$22.1M CASH CAPACITY INCREASE EXPANDED OPERATIONSCURRENT 5x Increase1,000MT200MTPowder Capacity 3.8x Increase6,000MT1,600MTTotal Capacity 1H26 MILESTONES ACHIEVED Major construction contracts awarded. Primary production furnace ordered. Long-lead manufacturing equipment ordered. Critical electrical infrastructure secured. Power upgrade works underway. Expansion remains on schedule.
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DIVISIONAL RESULTS
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© 2026 6K Additive Proprietary and Confidential 10 6K ADDITIVE | DIVISIONAL OVERVIEW © 2026 6K Inc. Proprietary and Confidential US$10.3M GROWING BACKLOG ~Breakeven GROSS MARGIN +77% YoY GROWTH US$9.0M POWDER REVENUE POWDER SEGMENT Record Revenue Growth and Near-Breakeven Gross Margin DEMAND DRIVERS Strong demand from defence, aerospace, OEM and contract manufacturing customers. Continued adoption of domestically produced critical material powders across broad applications Growing use of Powder products in serial production applications. COMMERCIAL MOMENTUM Repeat orders account for more than 90% of sales, demonstrating strong customer retention and leverage to serial production. Strong order flow continues to support future revenue visibility. Backlog increased from US$7.0M 1Q26 to US$10.3M 2Q26. Powder gross loss improved from US$(1.2)M to breakeven. Gross cash profit of US$0.6M an improvement on 2H25 and 1H25 driven by lower feedstock costs and scale. Margins are expected to benefit from expansion plans which includes onsite feedstock processing. 1H252H251H26US$M 5.17.09.0REVENUE (1.2)(0.4)(0.0)GROSS MARGIN 0.70.50.6DEPRECIATION (0.5)0.10.6GROSS MARGIN EX. DEPRECIATION
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© 2026 6K Additive Proprietary and Confidential 11 6K ADDITIVE | DIVISIONAL OVERVIEW © 2026 6K Inc. Proprietary and Confidential Zirconium DEMAND Titanium DEMAND +66% YoY GROWTH US$4.2M REVENUE ALLOY SEGMENT Continued Revenue Growth Supported by Strong End-Market Demand DEMAND DRIVERS Strong demand for titanium products from North American aluminum producers as they increase capacity due to onshoring efforts and underlying demand. Sustained zirconium demand from aerospace customers. COMMERCIAL MOMENTUM Recurring customer demand supporting future growth. Market share gains across the alloy additions portfolio. Alloy gross margin improved from US$(0.3)M to US$(0.1)M driven by higher sales. Margins slightly unfavorable from 2H25 driven by sales mix (higher sales to non-US customers). US market supports higher pricing due to tariffs on Chinese materials. Growth focus on North America market and efficiently scaling production. 1H252H251H26US$M 2.63.04.2REVENUE (0.3)0.2(0.1)GROSS MARGIN 0.30.30.3DEPRECIATION 0.00.50.2GROSS MARGIN EX. DEPRECIATION
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GOVERNMENT SUPPORT
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© 2026 6K Additive Proprietary and Confidential 13 6K ADDITIVE | DIVISIONAL OVERVIEW © 2026 6K Inc. Proprietary and Confidential US$12.4M HISTORICAL DLA FUNDING US$27.4M EXIM FACILITY APPROVED US$3.9M DLA PROGRAM VALUE US$13.7 CRITICAL MATERIALS FUNDING CONTINUED U.S. GOVERNMENT SUPPORT Supporting Domestic Critical Materials and Manufacturing Capacity GOVERNMENT PROGRAMS US$13.7m remains available under the DPA Title III program supporting Burgettstown expansion. A US$1.9M SBIR Phase II award secured in Q126 followed by an additional US$1.9M added in Q226 increasing total DLA program value in H126 to US$3.9M. Program supports domestic production of titanium, tungsten, niobium and nickel powders. Supports development of a resilient U.S. critical materials supply chain. STRATEGIC IMPACT Strong alignment with U.S. priorities around critical materials security and domestic manufacturing. Expansion supports increased domestic production capacity for strategic materials. EXIM documentation continues to progress following prior approval of a US$27.4m facility. Government funding programs reduce capital requirements while accelerating expansion. UniMelt technology being explained to Congressman Reschenthaler 6KA Site Tour: Export-Import Bank of the United States – Chairman John Jovanovic
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FINANCIAL
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© 2026 6K Additive Proprietary and Confidential 15 1H26 FINANCIAL RESULTS 6K ADDITIVE | FINANCIAL PERFORMANCE © 2026 6K Inc. Proprietary and Confidential 1H251H26PROFIT AND LOSS (US$M) 7.713.3Total Revenue 9.113.3Cost of revenue (1.5)(0.1)Gross margin 4.2 1.0 6.1 1.1 Operating expenses: SG&A R&D 5.17.1Total operating expenses (6.6) 5.1 (0.1) (7.2) (0.4) 0.0 Loss from operations Interest (income) expense, net Other expense (income), net 5.0(0.4)Total other expense, net (11.6) 0.0 (6.8) 0.0 Loss before income taxes Income tax expense (11.6)(6.8)Net loss (0.31)(0.03)Net loss per share, basic and diluted 37.6267.7Weighted average shares of common stock, basic and diluted (m) Dec-25JUN-26BALANCE SHEET (US$M) 29.5 4.6 0.7 10.0 22.1 5.4 0.6 10.7 Current assets: Cash & cash equivalents Accounts receivable Prepaid expenses / other current assets Inventories 44.838.8Total current assets 17.9 3.2 2.1 1.1 17.7 3.2 1.9 1.0 Property and equipment Goodwill Intangible assets Operating lease right-of-use-assets 69.162.6Total assets 2.7 3.2 3.7 1.6 Current liabilities: Accounts payable Accrued expenses and other liabilities 5.95.3Total current liabilities 0.30.3Other liabilities 6.25.6Total liabilities 62.957.0Total equity Profit and Loss • Revenue increased 73%, driven by both Powder and Alloy segments. • Gross margin improved from US$(1.5)m to US$(0.1)m, reflecting lower feedstock costs and improved operational performance. • Operating expenses driven by public company costs and higher headcount to support growth. • Net loss improved 41% to US$6.8m, due to interest expense following the 2025 debt conversion. Balance Sheet • Cash and cash equivalents remained strong at US$22.1m. • Inventory and receivables increased to US$10.7m and US$5.4m respectively supporting higher sales activity. • Total liabilities remained low at US$5.6m, supporting a strong equity position of US$57.0m.
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© 2026 6K Additive Proprietary and Confidential 16 1H26 FINANCIAL RESULTS 6K ADDITIVE | FINANCIAL PERFORMANCE © 2026 6K Inc. Proprietary and Confidential Working Capital • Net cash used in operating activities of US$6.3m vs US$3.7m in PY , reflecting increased investment in working capital to support 73% revenue growth. • Accounts receivable increased by US$0.8m and inventory increased by US$0.6m as production and shipment volumes expanded to support customer demand. Capital Expenditure • Capital expenditure of $1.4m related to expansion planning and facility development activities. • Capital expenditure of US$10m is expected in 2H26 as major construction, equipment and infrastructure payments are triggered by expansion project milestones. Liquidity & Funding • Cash balance of US$22.1m provides a strong platform to execute the Company's growth strategy. • Approximately US$13.7m of DPA Title III grant funding remains available to support expansion activities. • The Company is progressing documentation for the previously approved US$27.4m EXIM Bank facility. 1H251H26CASH FLOW STATEMENT (US$M) (11.6) 5.1 2.8 (6.8) (1.9) 2.4 Net Loss (before WC & non-cash items) Net WC movement Non-cash operating items (3.7)(6.3)Net Cash Used in Operating Activities (0.4) 0.4 (1.4) 0.4 Purchases of property plant and equipment Government grants received (0.0)(1.0)Net Cash Used in Investing Activities 2.5 - (0.2) - - 0.1 0.0 (0.1) Related-party financing Equity options exercised Lease principal payments Deferred financing fees 2.3(0.0)Net Cash Used in Financing Activities (1.4)(7.4)Net decrease 0.422.1Ending cash balance
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© 2026 6K Additive Proprietary and Confidential © 2026 6K Inc. Proprietary and Confidential NEAR-TERM OUTLOOK 6K ADDITIVE| OUTLOOK Repeat Customer Demand Indicators for demand from Q2 2026 show more than 90% of sales coming from repeat orders. Powder remains the growth driver at US$9M revenue (increase of 77%) across defence, aerospace, OEM, etc. Funding and Strategic Support US$22.1M cash as of 30 June 2026. DPA Title III Grant with US$13.7M remaining. Documentation being finalised for EXIM Bank Loan Facility (US$27.4M). Revenue Momentum Entering second half off the back of record quarterly revenue in Q2 2026 (US$7.1M) and 1H26 revenue of US$13.3M (increase of 73% y-o-y). Annualised run-rate of ~US$28M and total backlog of ~US$11.9M. HQ & Campus Expansion Planned expansion of the 6K headquarters and production facilities in Burgettstown, fully funded with U.S. Government support. Lifting total production capacity from 1,600tpa to over 6,000tpa
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THANK YOU Frank Roberts Chief Executive Officer Email: FRoberts@6KAdditive.com Jonathan Wolak Chief Financial Officer Email: jwolak@6KAdditive.com 6K Additive, Inc http://www.6kadditive.com/