6K Additive (6KA) Investor presentation summary

Q4 2025 highlights and financial performance

• Q4 2025 revenue reached US$5.6m, up 25% quarter-over-quarter; H2 2025 revenue was US$10m, up 31% half-over-half; full-year 2025 revenue was US$17.7m, down 4% year-over-year.

• Net cash position stood at US$29.5m, with US$14m remaining from a DPA grant and US$27.4m in approved undrawn EXIM loan.

• Nickel powder revenue grew over 200% QoQ, titanium powder revenue over 100% QoQ, and 32% of Q4 revenue came from new customers.

• Orders exceeding US$2m for the Alloy division were booked for CY2026.

• Q4 annualized revenue run-rate surpassed US$22m, reflecting rapid production ramp-up.

Market performance and customer traction

• 32% of Q4 2025 powder revenue came from new customers, with a 50% QoQ volume increase in nickel powder.

• Key partnerships include Dow for niobium-based alloy powder and Defense Logistics Agency for titanium and niobium recycling.

• Aerospace and defense sectors drove demand for Ti, Ni, and chromium powders; energy sector contributed US$0.8m in Q4 revenue.

• Alloy segment saw a 31% QoQ revenue increase, with a US$1.9m order from a major US aluminum producer.

• New alloy business segment qualification led to further orders from large US-based aluminum flat-roll producers.

Operational excellence and capacity expansion

• Construction of a 12,000 sq ft raw material warehouse is underway, with facility expansion for DPA Title III capacity starting in Q1 2026.

• New gas atomizer in 2025 enabled over 400% production increase in H2 2025 compared to H1.

• Internal circular economy established by feeding atomizer output to UniMeltⓇ, enhancing yield and reducing costs.

• Facility and equipment investments are supported by DPA grant and EXIM loan, ensuring funding for expansion.

• Designs for expanded facility completed, targeting a 5x increase in domestic powder production capacity.