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6K ADDITIVE, INC FY26 Q2 Results Investor Webinar July 2026
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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 (28 July 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 AD DITIV E | BUS INESS & TEAM AGENDA AND PRESENTERS Frank Roberts CEO Jonathan Wolak CFO © 2026 6K Additive Proprietary and Confidential 1. GROUP OVERVIEW 2. Q2 2026 QUARTER HIGHLIGHTS 3. DIVISIONAL HIGHLIGHTS 4. EXPANSION PLAN 5. FINANCIAL PERFORMANCE
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© 2026 6K Additive Proprietary and Confidential 4 ABOUT 6K ADDITIVE 6K Additive is a U.S. producer of high-performance materials for mission critical applications. 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. © 2026 6K Additive Proprietary and Confidential What we make: High-performance metal powders & alloy additions (Ti, Ni, Refractory Metal) Why it matters: Reduces import dependence and improves supply-chain resilience How we do it: Proprietary UniMelt® plasma + proprietary processes Who we serve: Aerospace, defence, space, energy, medical and industrial markets, securing U.S. supply chains Headquartered in Burgettstown, Pennsylvania
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© 2026 6K Additive Proprietary and Confidential 5© 2026 6K Additive Proprietary and Confidential STRONG TRACTION TODAY. BUILT FOR THE MARKETS OF TOMORROW. Differentiated technology. Diversified markets. Scalable growth. 6K AD DITIV E | MARK ET D IFFERENTIATI ON MARKET TRACTION • Annualised revenue run-rate of ~US$28M (2026) • Powder order intake increased 28% QoQ • Backlog increased to US$11.9M • Over 100 unique customers across aerospace, defence, energy and industrial markets EXPANSION PLANS UNDERWAY • Construction contracts awarded • Furnace ordered • Campus electrical infrastructure procurement underway • DPA Title III and EXIM support continue to underpin expansion COMPETITIVE ADVANTAGE • UniMelt technology drives industry- leading yields of 85-95% (highly efficient, producing more usable material with less waste) • Domestic scrap-to-powder platform (low-cost feedstock + secure supply) • Customer scrap buy-back program 28% QoQ POWDER ORDER INTAKE GROWTH AT A GLANCE ~US$28M 2026 ANUALISED REVENUE RUN-RATE 100+ UNIQUE CUSTOMERS US$11.9M BACKLOG up 23% QoQ 100% DFARS COMPLIANT (Domestic & Certified for U.S. Defense Contracts) LARGE & HIGH-VALUE MARKETS • 6KA’s unique UniMelt/atomizer combination underpins the breadth of materials • Targeting the largest markets, including laser powder bed fusion • Production of both spherical and angular powders ADVANCED MATERIALS. SECURE SUPPLY. AMERICAN MANUFACTURING | Powering innovation in aerospace, defence, energy and industrial markets.
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Q2 2026 QUARTER HIGHLIGHTS
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© 2026 6K Additive Proprietary and Confidential 7 6K AD DITIV E | Q2 20 26 HI GH LI GH TS STRONG EXECUTION. SCALABLE GROWTH. Record performance across operations and finance drives momentum and expansion. © 2026 6K Additive Proprietary and Confidential REVENUE GROWTH 63% YoY | 14% QoQ DIVERSIFIED DEMAND 100+ customers across aerospace, defence, energy and industrial markets STRONG BALANCE SHEET US$22.1M cash and cash equivalents EXPANSION ADVANCING Contracts, equipment and infrastructure in place to scale BUILT IN AMERICA Powering U.S. innovation with domestic, secure and resilient supply chains • Powder revenue US$5.0M (+25% QoQ, +63% YoY) • Titanium powder sales +67% QoQ driven by aerospace, defence and OEM demand • Refractory powder demand increased ~500% QoQ • DLA Phase II contract expanded to US$3.9M • Brandon Davis appointed COO • Zero lost-time incidents and restricted- duty cases OPERATIONAL PERFORMANCE • Record quarterly revenue of US$7.1M (+63% YoY , +14% QoQ) • Annualised revenue run-rate increased to ~US$28M • US$11.9M backlog, up 23% vs Q1 • Quarter-end cash balance of US$22.1M • Expansion program milestones achieved: • Major contracts awarded • Furnace ordered • Infrastructure secured • Hosted EXIM Chairman John Jovanovic FINANCIAL PERFORMANCE Frank Roberts Chief Executive Officer "The June Quarter was a milestone for 6K Additive, delivering record quarterly revenue of $7.1M, increasing our annualised run-rate to $28M, as well as continuing to grow both our backlog of orders and customer base across strategic industries like defence and aerospace. Alongside our ongoing campus expansion, we are scaling rapidly to meet this increasing demand. We believe the company is uniquely positioned to capitalise on the structural shift toward secure, domestic supply chains that we are seeing raised in the U.S., making 6K Additive a partner of choice for critical minerals underpinning the nation's security."
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EXPANSION PLAN
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© 2026 6K Additive Proprietary and Confidential 9 US$45M CAMPUS EXPANSION UNDERWAY Scaling capacity and ability to meet demand 6K AD DITIV E| STRATEGI C PARTNERSH IP S © 2026 6K Additive Proprietary and Confidential Expansion activities accelerated during Q2 2026, positioning 6K Additive to increase powder production capacity by 5x and total overall production capacity by more than 3x and support growing demand across aerospace, defence and advanced manufacturing markets. Q2 EXPANSION MILESTONES ✓ Major construction contracts awarded ✓ Primary production furnace ordered ✓ Power infrastructure secured ✓ Long-lead equipment procurement underway ✓ Expansion schedule maintained ✓ Initial production targeted by end-2026 ON SCHEDULE Contracts awarded, timeline maintained 5x POWDER CAPACITY scaling from 200 MT/YR to 1,000 MT/YR FULLY FUNDED Includes non-dilutive $23.4M from DPA Title III Grant 6,000+ MT/YR CAPACITY 3x total capacity increase, up from 1,600 MT/YR
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DIVISIONAL HIGHLIGHTS
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© 2026 6K Additive Proprietary and Confidential 11 6K AD DITV E | D IVI SIONAL OV ERV IEW © 2026 6K Inc. Proprietary and Confidential US$5.0M Q2 REVENUE +25% QoQ GROWTH +63% YoY GROWTH US$10.3M BACKLOG DEMAND DRIVERS ✓ Titanium powder sales increased 67% QoQ ✓ Refractory powder demand increased ~500% QoQ ✓ Nickel powder revenue increased from US$0.6M to US$1.5M ✓ Demand across aerospace, defence, OEM, and industrial markets COMMERCIAL MOMENTUM ✓ Record powder revenue of US$5.0M ✓ Demand continues to outstrip available capacity ✓ Growing customer adoption of domestic critical materials ✓ Repeat orders continue to account for the majority of revenue 6KA’s Additive's proprietary production process, combined with our ability to utilize qualified domestic scrap feedstocks, provides a differentiated capability to produce DFARS-compliant materials, positioning the Company to support the growing need for secure, resilient, and domestic supply chains across defense and aerospace applications. POWDER SEGMENT Delivering Strong Revenue and Order Growth
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© 2026 6K Additive Proprietary and Confidential 12 ALLOY SEGMENT 6K AD DITV E | D IVI SIONAL OV ERV IEW © 2026 6K Inc. Proprietary and Confidential Deliver Continued Revenue Growth and Strong Forward Orders The Alloy Products segment continues to scale, supported by market share gains, recurring customer demand and increasing order visibility. US$2.1M Q2 REVENUE 62% YoY GROWTH +66% H1 GROWTH US$1.6M BACKLOG DEMAND DRIVERS ✓ Strong demand from North American aluminium producers ✓ Continued zirconium demand from aerospace customers ✓ Market share gains across alloy additions portfolio GROWTH OUTLOOK ✓ Strong customer engagement ✓ Forward orders secured, healthy backlog entering H2 2026 ✓ Positioned for continued growth 6K Additive's alloy additions have been used as part of automotive and transport manufacturing, including in aluminum body panels for Ford Motor Company and a variety of structural components for Boeing & Airbus aircrafts
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GOVERNMENT SUPPORT
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© 2026 6K Additive Proprietary and Confidential 14 CONTINUED SUPPORT FROM U.S. GOVERNMENT 6K AD DITIV E| STRATEGI C PARTNERSH IP S © 2026 6K Additive Proprietary and Confidential FUNDING EXPANSION VALIDATION STRATEGIC ENGAGEMENT US$23.4M DPA GRANT 6,000+ MT/YR CAPACITY US$3.9M DLA PROGRAM EXIM Chairman Visit John Jovanovic Non-dilutive support Construction contracts awarded Defense Logistics Agency (DLA) Qualification Final documentation on track for completion 6K Additive is strategically aligned with U.S. priorities around critical materials security, advanced manufacturing, and defence supply chain resilience, creating a foundation for long-term growth. S6KA Site Tour: Export-Import Bank of the United States – Chairman John Jovanovic
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FINANCIAL PERFORMANCE
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© 2026 6K Additive Proprietary and Confidential 16 2026 Q2 FINANCIAL RESULTS 6K AD DITIV E | FINANCI AL PERFORMANCE © 2026 6K Inc. Proprietary and Confidential Revenue Growth: Record quarterly revenue of US$7.1M delivered an annualised revenue run-rate of approximately US$28M. Operating Cash Flow: Net operating cash outflow of US$3.1M reflected higher production activity, inventory growth and ongoing investment in personnel and commercial expansion. Capital Deployment: Capital expenditure of US$0.7M primarily related to expansion planning and facility development activities. Capital deployment expected to increase through H2 2026 as major construction, equipment, and infrastructure payments are triggered by project milestones. Liquidity: Strong quarter -end cash balance of US$22.1M supports ongoing execution of strategic growth initiatives. CASH FLOW STATEMENT (US$'000) Q2 2026 Q1 2026 Receipts from customers 5,947 6,593 Product manufacturing & operating costs (4,871) (4,323) Staff costs (2,709) (3,348) Administration, corporate & marketing (1,283) (1,470) Research & development (283) (347) Lease payments (381) (362) Interest, dividends, & government grants 433 342 Net Cash Used in Operating Activities (3,147) (2,915) Capital expenditure (warehouse construction) (740) (248) Net Cash Used in Investing Activities (740) (248) Proceeds from equity & options - 106 Financing transaction costs (70) (391) Net Cash Used in Financing Activities (70) (285) Opening cash balance 26,021 29,469 Net change in cash (3,957) (3,448) Ending Cash Balance 22,064 26,021
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© 2026 6K Additive Proprietary and Confidential 17 USE OF FUNDS 6K AD DITIV E | FINANCI AL PERFORMANCE USE OF FUNDS (US$M) ACTUAL PROSPECTUS TOTAL • Melt and Powder Expansion Buildings 0.8 8.5 • Personnel/Engineering/Facilities 0.5 4.4 • Equipment – Melt Furnaces - 6.0 • Equipment – Powder Feedstock/Other - 1.7 Subtotal (DPA Title III Contribution) 1.3 20.6 Additional Equipment Purchases (Refractory) - 8.4 Additional Building Construction Expenses (Refractory/consolidation) 0.5 6.5 Operating Expenses/Working Capital 7.6 11.4 IPO Related Fees 2.8 2.2 Total 12.2 49.1 Desirable positioning post-IPO to comfortably fund the expansion plan, supported by the DPA Title III grant, with $13.7M of the initial $23.4M remaining. The approval of US EXIM Bank Loan totaling $27.4M (subject to final documentation) provides additional resources for any future expansion plans. CAPITAL AVAILABLE US$M DPA Title III Grant 13.7 EXIM Bank Loan 27.4 Net Cash Position 22.1 Total 63.2 © 2026 6K Inc. Proprietary and Confidential *Note: Amounts in the Prospectus were stated in Australian $ and have been converted about at an exchange rate of AUD/USD of 0.65.
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© 2026 6K Additive Proprietary and Confidential 18© 2026 6K Inc. Proprietary and Confidential 2026 MOMENTUM 6K AD DITIV E| SUMMARY COMMERCIAL MOMENTUM • Record revenue of US$7.1M • Annualised run-rate of ~US$28M • 90% repeat customer sales GROWING DEMAND EXPANSION ADVANCING POSITIONED FOR SCALE • Total backlog of US$11.9M • Up 23% versus Q1 • Demand continues to outstrip capacity • Construction contracts awarded • Furnace ordered • Power infrastructure secured • Capacity increasing to 6,000+ MT/YR • US$22.1M cash • DLA and DPA support • EXIM facility progressing • Leadership team strengthened • Building a scalable operation model Demand continues to outpace capacity, with the Burgettstown 6KA campus expansion, strong liquidity position, and growing government support providing a clear pathway for the next phase of growth.
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THANK YOU FOR YOUR TIME, ANY QUESTIONS? 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/ www.linkedin.com/company/6k-additive/
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APPENDIX
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© 2026 6K Additive Proprietary and Confidential 21 6K AD DITIV E | GROUP OVERV IEW SUPPLY CHAIN VERSATILITY AND COST ADVANTAGES SCRAP SUITABLE FOR 6KA’S PROCESS PRIMARY SOURCES OF SCRAP • Aerospace and defense and industrial customers need to dispose of both solid scrap and used powder • High recoverability – concentrated at known sources single allow with full traceability PROCUREMENT STRATEGY • Buying directly from customers creates front-end commercial advantage • Virgin bar pricing = natural scrap cost • Established scrap dealer network routes qualified material to 6KA as the highest paying buyer CLOSED-LOOP SUPPLY CHAIN SCRAP MARKET AVAILABILITY • Aerospace high buy-to-fly ratios across Ti and Ni generate vast specialty scrap pools • 6KA scrap needs are <1% of US domestic specialty scrap UPCYCLING • Tonnes of scrap → kilograms of premium powder at high yield • Highest value-end product delivers structural advantage underpinned by input pricing power • Used powder bypasses initial processing = low-cost feedstock + cements commercial advantage © 2026 6K Additive Proprietary and Confidential
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© 2026 6K Additive Proprietary and Confidential 6K AD DITIV E | GROUP OVERV IEW 22 UNIQUE, VERSATILE, EFFICIENT, HIGH-YIELD PRODUCTIVITY • Industry leading yields of 85 -95% across broad alloy range • Significantly improves yields across all conventional atomisation routes – VIGA, EIGA and plasma • Full feedstock versatility – strategic US onshoring of critical metals supply BROADEST ALLOY SET © 2026 6K Additive Proprietary and Confidential UNIMELT (PLASM A TEC HN OLOGY) Aluminum Alloy Copper Nickel Alloy Stainless Steel Titanium Alloy Niobium Alloy Molybdenum Yttria-stabilized zirconia Tungsten Carbide Titanium Nitride Tantalum Tungsten Rhenium Rhenium Tungsten500 1000 1500 2000 2500 3000 3500Melting Point (°C) 1750°C = limit for crucibles in VIGA Refractory Metals ~2700°C = upper limit for EIGA1 1. Electrode Induction Gas Atomiser is crucible free allowing higher temps 2. Commercial production above ~2,7000C not demonstrated at AM grade scale VIGA (GAS ATOM IZER) Vacuum-melts virgin or qualified scrap feedstock under high - pressure inert gas to atomize it into high -purity spherical powder. Cumulative Distribution % Typical Atomized Size Distribution Required size for additive manufacturing Under and oversized powder Particle Size (µm) Technology to shift ‘offsize’ powder into the required size for 3D printing
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© 2026 6K Additive Proprietary and Confidential 23 6K AD DITIV E | AP PENDI X World class board of directors to lead into IPO David Seldin Frank Roberts Grant Lukey James Walker Jeffrey Green Magnus Rene Chairman CEO Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director Washington-based 35+ years experience across venture capital and investment advisory. Managing Partner and Co-Founder of Anzu Partners, a US-based venture capital firm. Anzu Partners’ investment funds are the largest shareholder in 6K, Inc. and hold investment positions in over 40 industrial companies. Pittsburgh-based 25+ years’ experience in the specialty metals industry including strategic positions at ATI and as CEO of Al Solutions focused on upcycling titanium (acquired by 6K). Led concept, and construction of a greenfield facility into a state-of-the-art production campus for premium additive manufacturing powders and alloy additions. Perth-based ASX listed company board director experience. Current CEO and Managing Director of Coogee Chemicals, a chemical manufacturer in Australia for additive manufacturing and other critical applications. Current Non- Executive Director of Orbital UAV. Officer of the National Executive in the Australian Industry Group since 2024. Sydney-based ASX listed company board director experience. Track record of successfully commercialising cutting edge technology in global markets. Current Non-Executive Chair, Native Mineral Resources (ASX:NMR); Executive Director, Scalare Partners(ASX:SCP). Washington-based Leads JA Green & Company, a preeminent Department of Defence advocacy firm in the United States with over 80 industrial clients including Palatir, SpaceX and Shield AI. Retired Colonel US Air Force. Boston-based Additive Manufacturing industry veteran and current strategic advisor to 6K Inc. Previously CEO of Arcam Group (acquired by GE in 2016). Significant experience in aerospace and medical additive manufacturing leading companies from first trials to mass production as CEO and/or board member
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© 2026 6K Additive Proprietary and Confidential 24 PROCESS/FLOW PRODUCT APPLICATIONS KEY ADVANTAGES VETTING POWDER (65% of revenue targeting 80%) 3D PRINTING DEFENCE AEROSP ACE MEDICAL AUTOMOTIVE INDUSTRIAL CONSUMER ELECTRONICS UNIMELT DRIVES HIGHER YIELD Wider tuneable particle size distribution delivers 85-95% yield vs 25-50% for competitors LOW-COST FEEDSTOCK Domestically sourced scrap feedstock lowers cost and increases control UNIMELT-VIGA COMBO Unique capability that cannot be replicated UNIMELT HIGH EFFICIENCY 99% Effective Coupling lowers energy cost REMEL T PREP UNIMELT/A TOMIZER SPHEROIDIZATION POST PROCESS PREMIUM POWDER INGOT SCRAP PREPARA TION MELT REMELT INGOTS ALLOY MILLING PRESSING DRYING ALLOY ADDITIONS Microw ave Genera tor Microwave to Plasma Creation 6K AD DITIV E | APP END IX PROPRIETARY PROCESSES © 2026 6K Additive Proprietary and Confidential
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© 2026 6K Additive Proprietary and Confidential 6K AD DITIV E | APP END IX 25 UNIMELT AND VIGA IN PRODUCTION FACILITY UniMelt® Atomiser production cell in Hayward, CA © 2026 6K Additive Proprietary and Confidential UNIMELT VIGA