Amaero Publishes September 2025 Quarterly Activities Report

Core Insights - Amaero Ltd is a leading U.S. domestic producer of high-value refractory and titanium alloy powders for advanced manufacturing in defense, space, and aviation industries [1][23] - The company reported significant revenue growth and production scaling during the September Quarter of 2025, with a revenue of A$4.7 million, reflecting a 445% increase from the previous year [7][13] Financial Performance - Revenue for the September Quarter was A$4.7 million, with A$4.1 million from powder sales and A$0.6 million from Powder Metallurgy Hot Isostatic Pressing (PM-HIP) manufacturing [7] - The company ended the quarter with a cash and restricted cash balance of A$50.9 million [7] - Updated financial guidance for FY2026 estimates revenue between A$30 million to A$35 million, with approximately 40% expected in the first half and 60% in the second half [11] Manufacturing and Production - Production of finished powder increased by approximately 240% from the previous quarter, but was still insufficient to meet demand, resulting in a backlog of A$0.5 million in unfilled orders [7][13] - Customer powder shipments rose from 4,900 kg in Q4 FY2025 to 12,410 kg in Q1 FY2026, a sequential increase of 153% [7] - The company is scaling manufacturing operations, transitioning to two 10-hour shifts, 6 days per week on two atomizers [7] Strategic Collaborations - Amaero completed a collaboration with Castheon/ADDMAN to improve C103 material properties, establishing itself as a preferred supplier for advanced propulsion and thermal protection systems [5] - An exclusive, long-term supplier agreement was signed with Knust-Godwin for titanium alloy powders [10] - A five-year exclusive supplier agreement was also established with Titomic for refractory and titanium alloy powders [14] Leadership and Organizational Changes - The Chairman and CEO relocated to Chattanooga, Tennessee, to oversee the scaling of production [4] - Key leadership hires include Brett Paduch as CFO and Mark Struss as VP of Manufacturing Operations, enhancing the company's operational capabilities [15] Industry Positioning - Amaero is positioned as a key enabler in the adoption of cold spray technologies for mission-critical defense and aerospace applications [18] - The company aims to address vulnerabilities in the U.S. domestic supply chain and establish resilient manufacturing capabilities [19]