Titomic (TTT) Lytham Partners 2025 Industrials & Basic Materials Investor Summit summary

Strategic direction and leadership

• Transitioned from machine-centric sales to integrated advanced manufacturing and service provider, leveraging leadership with aerospace and defense backgrounds.

• New leadership, including U.S.-based sales head, is opening doors in defense and aerospace sectors, consolidating relationships and expanding opportunities.

• Shift driven by market feedback favoring integrated solutions, recurring revenue from repair, coating, and hybrid manufacturing, and a $400B+ addressable market.

• Focus on tier one OEMs, defense primes, and growing MRO and energy infrastructure customer base.

• Partnerships with DESE Research, Stellar Solutions, and universities support engineering, certification, and powder validation.

Technology and innovation

• Kinetic Fusion process accelerates metal powders to supersonic speeds, bonding without melting, preserving material properties and enabling rapid, near net shape production.

• Capable of bonding dissimilar metals and manufacturing large parts in weeks instead of months, reducing scrap to less than 15%.

• Full suite of high, medium, and low-pressure cold spray systems enables production, repair, and corrosion protection across various metals.

• Recent innovations include the D623 medium-pressure machine with 30x higher deposition rate, enhancing efficiency for MRO and repair.

• Ongoing R&D and collaborations with universities drive next-generation system development and process qualification.

Market focus and customer applications

• Technology addresses critical needs in aerospace, defense, energy, and MRO by enabling fast, efficient production and repair of high-performance metal parts.

• Portable systems deployed for in-field military repairs, such as Dutch Army units used in Ukraine, and oil rig corrosion protection without heat or welding.

• Leasing, training, powder supply, and 24-hour support offered alongside machine sales to maximize customer value.

• Major customers include government agencies (NAVSEA, U.S. Navy), defense organizations, and OEMs like Boeing, Airbus, and Lockheed Martin.

• Partnerships and advisory board with senior defense and aerospace leaders accelerate sector penetration and program execution.