Metatek-Group (MTEK) Investor presentation summary

Business and technology

• Airborne FTG sensors capture and interpret high-resolution subsurface data for oil and gas, minerals, renewables, hydro and environmental work, infrastructure planning, and other markets.

• eFTG is positioned as a high-resolution alternative to seismic, with rapid deployment, minimal environmental impact, and high-fidelity data at a fraction of the cost.

• eFTG delivers 8x improved signal-to-noise ratio versus iFTG and ~100% data acceptance; the technology is bespoke engineered and exclusive.

• Data solutions reduce processing and interpretation from months or years to weeks, with standalone processing identified as a potential revenue stream.

Market traction and projects

• More than 90% of Adjusted Backlog is from government entities, including energy and natural resources ministries and state-owned resource companies.

• All clients had initiated discussions regarding follow-on projects since eFTG rollout.

• In Egypt’s Western Desert, a 120,000 km² survey was acquired in 33 days to identify high-potential exploration zones and refine target areas.

• In Indonesia, a 45,680 km² eFTG rescan took 57 days to acquire, 30 days to process, and 15 days to interpret; a supermajor announced a $7B development project.

Financial performance and backlog

• FY2026 revenue guidance is $28–32M, implying 27% growth from FY2025 at the guidance midpoint; Adjusted EBITDA margin is ~40%.

• FY2025 revenue was $23.7M and Adjusted EBITDA was $9.2M; FY2026 Adjusted EBITDA guidance is $11–13M.

• Adjusted Backlog was ~$80M as of September 30, 2026, up 74% since the March 2026 IPO.

• H1 was affected by Middle East conflict and an unexpected contract delay; H2 was expected to benefit from full deployment of both instruments and backlog delivery, starting with record Q3.