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Q3 2026 QUARTERLY ACTIVITIES 6K Additive delivers record backlog and advances manufacturing expansion Quarter ended 30 September 2026 ASX: 6KA
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© 2026 6K Additive, Inc. 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 October 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, theCompany, 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). IMPORTANT NOTICE & DISCLAIMER
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3 Producing high -performance metal powders for mission -critical applications
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COMPANY OVERVIEW Q3 2026 QUARTERLY ACTIVITIES 4 I 6KAdditive.com ASX: 6KAI II US manufacturer of metal powders and alloy additions POWDERS Metal materials used in additive manufacturing, including industrial metal 3D printing. ALLOYS Titanium and zirconium additions used during aluminium production. CUSTOMERS Manufacturers serving defence, aerospace and other industrial applications. REVENUE MODEL Revenue comes from supplying materials to manufacturing customers. Supplying critical materials to advanced manufacturing and aluminium production markets.
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MANUFACTURING UniMelt® converts metal feedstock into powder products FEEDSTOCK Includes metal turnings, millings and recovered additive manufacturing material. UNIMELT® PROCESS The proprietary UniMelt® microwave plasma process produces spherical metal powders. POWDER PRODUCTS High-quality spherical metal powders for customer manufacturing applications. CUSTOMER USE Customers qualify materials for their intended manufacturing applications. RECOVERY PROGRAMS Return suitable production material for reprocessing, supporting a more efficient and sustainable supply chain. CIRCULAR SOLUTIONS Converts domestic scrap into high-value materials, reducing reliance on imported feedstock. 1 2 4 Q3 2026 QUARTERLY ACTIVITIES 5 I 6KAdditive.com ASX: 6KAI II 3
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TECHNOLOGY COST COMPARISON Lower raw material costs, higher yields and greater efficiency drive significant production cost advantages. Q3 2026 QUARTERLY ACTIVITIES 6 I 6kadditive.com ASX: 6KAI II Relative Production Cost per kg of Finished Powder (Indexed to competing technology = 100) Primary Drivers LOWER ENERGY CONSUMPTION 75%+ 50% HIGHER PRODUCTION YIELD 30% L E S S F E E D S T O C K C O S T Competing Atomisation Technology 6KA Standard Premium Comparison data based on third-party Life Cycle Assessment (LCA) by Foresight Management
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CUSTOMERS AND APPLICATIONS Demand across advanced manufacturing and aluminium production TITANIUM & ZIRCONIUM ADDITIONS Alloy additions for aluminum melt applications serving global automotive and aerospace organizations The industry’s most comprehensive portfolio of critical materials, supporting strategic customers and mission-critical applications Q3 2026 QUARTERLY ACTIVITIES 7 I 6KAdditive.com ASX: 6KA I II NICKEL POWDER Defence customers, contract manufacturers and original equipment manufacturers. REFRACTORY POWDERS Strategic materials for nuclear fusion, space, defence and aerospace applications Critical material for the most demanding aerospace and medical applications. TITANIUM POWDERS
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© 2026 6K Additive, Inc. Proprietary and Confidential 8 QUARTERLY HIGHLIGHTS 6KA Maintains Strong Revenue Performance and Delivers Record Backlog in Q3 2026 6K Additive continues to improve its manufacturing productivity across the business, while customer orders have increased to take us to a record quarter-end backlog, all while achieving a record quarterly revenue. Frank Roberts, CEO/MD
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QUARTER AT A GLANCE Record backlog strengthens the customer order position Q3 2026 QUARTERLY ACTIVITIES 9 I 6KAdditive.com ASX: 6KAI II US$18.1M total backlog at 30 September 2026 Record backlog supporting future production requirements and customer commitments. Strong increase in powder order intake compared to the prior quarter. Long-term supply agreement with ADDMANfor Nickel 718 powder. Improved operating cash outflowcompared to Q2. US$12.3M powder order intake, up 43% against Q2 30-month ADDMAN agreement for Nickel 718 powder US$2.4M operating cash outflow versus US$3.1M in Q2 US$3.0M investment in property, plant and equipment Continued investment in manufacturing expansion and production capability.
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COMMERCIAL PERFORMANCE Strong commercial momentum continues, with 61% year-on-year revenue growth, accelerating order intake, and a growing US$18.1M backlog supporting future growth. Q3 TOTAL REVENUE US$7.2M TOTAL PIPELINE US$294M ANNUALISED REVENUE RUN RATE US$28.8M 10 TOTAL BACKLOG US$18.1M US$13.5M US$9.4M ORDER INTAKE GROWTH Q2 Q3 Q3 2026 QUARTERLY ACTIVITIESI 6KAdditive.com ASX: 6KAI I YEAR-ON-YEAR TOTAL REVENUE GROWTH 61% YEAR-ON-YEAR POWDER REVENUE GROWTH 72% YEAR-ON-YEAR ALLOY REVENUE GROWTH 34%
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BUSINESS SEGMENT PERFORMANCE Positive momentum across Powder and Alloy segments Q3 2026 QUARTERLY ACTIVITIES 11 I 6KAdditive.com ASX: 6KAI II POWDER SEGMENT Q3 POWDER REVENUE US$5.5M Up 72% year-on-year CONTRACTED AGREEMENT INCREASE 43% Q2 2026 to Q3 2026 NICKEL POWDER SALES 50% Q2 2026 to Q3 2026 ALLOY SEGMENT Q3 ALLOY REVENUE US$1.7M Up 34% year-on-year NEW ALLOY ORDERS EXCEEDED US$1.2M Quarter-end backlog reached US$1.3M A NEW US ALUMINIUM MILL FULLY QUALIFIED Ty-Gem® Titanium
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ADDMAN LONG-TERM SUPPLY AGREEMENT Longer-term commitments for Nickel 718 powder 01 30-month Long-Term Supply Agreement with ADDMAN. 02 Anticipated Agreement Value US$8.1M(up to US$10.8Mover the term). 03 Dedicated Stocking Support for customer requirements. 04 Revert Buy-Back Program recovers suitable manufacturing material for recycling. 05 Support for production and inventory planning. Q3 2026 QUARTERLY ACTIVITIES 12 I 6KAdditive.com ASX: 6KAI II
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OPERATIONS AND EXPANSION Productivity improves as Burgettstown expansion progresses 13 I ASX: 6KA Q3 2026 QUARTERLY ACTIVITIES6KAdditive.com I II Q3 OPERATIONS Q3 EXPANSION 6,000+ Days combined recordable-free days across all operating sites +4.5% powder productivity improvement against Q2. +119% powder productivity improvement against the prior-year period. US$3.0M of CapEx spend on property, plant and equipment payments. +29% powder higher single-day production record. 100% OTD in the month of September. ✓ Earthworks Major earthwork complete ✓ Precast structure UniMelt bays nearing completion ✓ High-voltage gear Installed ✓ Long-lead equipment Procurement underway ✓ Metal building Delivered ✓ Schedule Expansion schedule maintained
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EXPANSION PHOTOS Burgettstown expansion progresses 14 I ASX: 6KA Q3 2026 QUARTERLY ACTIVITIES6KAdditive.com I II 6KA Burgettstown Campus – illustrative future expansion plan PREP & Consolidated Operations Melt & Refractory Production Powder Expansion Alloy Warehouse Alloy Production Corporate Offices Metal building delivered Powder Expansion 6KA powder expansion status as at 30 September 2026 6KA powder expansion status as at 30 September 2026 6,000+ MT/YR CAPACITY 3x total targeted capacity increase, up from 1,600 MT/YR 5x POWDER CAPACITY Scaling from 200 MT/YR to targeted 1,000 MT/YR FULLY FUNDED Includes non-dilutive US$23.4M from DPA Title III grant ON SCHEDULE Contracts awarded, timeline maintained
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US$7.9M US$2.4M US$3.0M US$0.4M US$16.3M Customer receipts Operating cash outflow Property, plant and equipment payments. Net financing cash outflow. Closing cash, versus US$22.1M at 30 June. Cash movement | Q3 2026 (US$M) 22.1 Opening cash 30 June (2.4) Operating outflow (3.0) Property, plant & equipment (0.4) Financing outflow 16.3 Closing cash 30 September CASH AND FUNDING Operating cash outflow improves as capital investment increases 22% improvement in operating cashflow driven by higher customer receipts resulting from revenue growth Q3 2026 QUARTERLY ACTIVITIES 15 I 6KAdditive.com ASX: 6KAI II
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16.3 13.5 25.2 (7.0) (14.0) (9.6) 34.0 24.4 3Q26 liquidity 2026 remaining capex 2027 capex Liquidity post powder expansion Q3 operating cash flow (annualised) Excess liquidity Use of Funds | (US$M) USE OF FUNDS Operating cash outflow improves as capital investment increases Desirable positioning post-IPO to comfortably fund the expansion plan, supported by the DPA Title III grant, with US$13.5M of the initial US$23.4M remaining. The approval of US EXIM Bank loan totaling US$25.2M provides additional resources for any future expansion plans. Q3 2026 QUARTERLY ACTIVITIES 16 I 6KAdditive.com ASX: 6KAI II USE OF FUNDS (US$M) ACTUAL PROSPECTUS TOTAL Melt and Powder Expansion Buildings 1.8 8.5 Personnel/Engineering/Facilities 0.8 4.4 Equipment – Melt Furnaces - 6.0 Equipment – Powder Feedstock/Other - 1.7 Subtotal (DPA Title III Contribution) 2.6 20.6 Additional Equipment Purchases (Refractory) 2.0 8.4 Additional Building Construction Expenses (Refractory/consolidation) 0.5 6.5 Operating Expenses/Working Capital 9.8 11.4 IPO Related Fees 2.8 2.2 Total 17.7 49.1 *Note: Amounts in the Prospectus were stated in Australian dollars and have been converted at an exchange rate of AUD/USD 0.65. 55.0
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2026 MOMENTUM CONTINUES Demand continues to exceed capacity, while the Burgettstown expansion, strong liquidity, and increasing government support position 6KA for continued growth. Q3 2026 QUARTERLY ACTIVITIES 17 I 6KAdditive.com ASX: 6KAI II COMMERCIAL MOMENTUM • Record revenue of US$7.2M • Annualised run-rate of ~US$29M GROWING DEMAND • Total backlog of US$18.1M (Up 52% versus Q2) • Pipeline now approaching US$300M EXPANSION ADVANCING • Construction and consolidation underway • Power infrastructure secured • Capacity increasing to targeted 6,000+ MT/YR POSITIONED FOR SCALE • US$16.3M cash • DLA and DPA support • EXIM loan agreement executed • Building a scalable operating model
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THANK YOU FOR YOUR TIME, ANY QUESTIONS? ASX: 6KA Frank Roberts Chief Executive Officer Email: froberts@6kadditive.com Jonathan Wolak Chief Financial Officer Email: jwolak@6kadditive.com 6K Additive, Inc. www.6kadditive.com www.linkedin.com/company/6k-additive/