POET Technologies (PTK) AGM 2026 presentation summary

Meeting overview

• Annual General Meeting held on June 26, 2026, included formal shareholder business, presentations, and Q&A.

• Agenda covered financial statements, auditor's report, election of directors, and appointment of auditors.

• Shareholders voted to elect directors and appoint Davidson and Company LLP as auditors.

Financial position and capital deployment

• Cash balance of approximately $830 million, including a $400 million raise completed in May.

• Strategic capital deployment includes ~$50M equipment investment in H2 2026 to expand production capacity.

• Strong balance sheet enables proactive procurement of critical components, securing supply chain.

Operations, manufacturing, and team

• Over 20,000 sq. ft. of assembly space in Malaysia, with capacity for up to 1 million optical engine units.

• Two manufacturing partners established in Penang, Malaysia, with production ramp scheduled for H2 2026.

• Global workforce of 115 employees across Singapore, Malaysia, China, California, Toronto, and remote locations.