The Elmet Group (ELMT) Investor presentation summary

Business overview and market positioning

• Provides precision-engineered components and high-energy systems for markets requiring advanced technology and critical materials, including plasma generation, radar, and high-energy systems.

• Vertically integrated operations specialize in tungsten, molybdenum, and specialized alloys, serving aerospace, defense, industrial, medical, semiconductor, and energy sectors.

• Revenue distribution: 41% aerospace/defense/government, 33% industrial, 19% medical, 4% semiconductor/electronics, 3% energy (FY2025 figures).

• Well positioned to benefit from global trends such as missile defense, electrification, fusion research, semiconductor growth, and reshoring of manufacturing.

• Supports critical national initiatives, including domestic defense and green energy production.

Operations and capabilities

• Operates multiple U.S. and international manufacturing facilities with over 600,000 sq ft and significant replacement value (est. $1+ billion).

• Vertically integrated from mining and powder processing to advanced fabrication, machining, and assembly, ensuring quality and supply chain control.

• Specialized assets include extrusion presses, rotary forges, additive 3D printing, rolling mills, and certified testing labs.

• Employs a 95+ person technical team with average tenure of 15+ years, covering mechanical, electrical, RF engineering, metallurgy, and R&D.

• End-to-end design and integration capabilities for microwave products, with strong alignment between critical materials and microwave divisions.

Product and service portfolio

• Critical Materials Components (CMC) division offers tungsten, molybdenum, and alloy products for satellites, medical imaging, aircraft, submarines, missiles, and rockets.

• Engineered Microwave Products (EMP) division designs and manufactures high-power microwave components, systems, and RF solutions for defense, industrial, and medical markets.

• Product offerings include powders, rods, plates, wire, waveguide components, coaxial components, ultra-high vacuum components, and microwave generators.

• EMP division operates facilities in Maine, New Hampshire, and Germany, serving applications such as missile tracking, radar, fusion, and medical imaging.

• Comprehensive suite of services includes custom product design, technical engineering, scaled manufacturing, and laboratory testing.