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]

Core Viewpoint - Amaero Ltd has entered a technical development collaboration with Auburn University's National Center for Additive Manufacturing Excellence (NCAME) to enhance its additive manufacturing capabilities and meet industry standards for its C103 and Ti64 powders [1][2][4]. Group 1: Collaboration and Testing - The collaboration will utilize Amaero's advanced gas atomisation technology alongside NCAME's expertise in additive manufacturing for ongoing powder characterisation and improvement [2]. - Recent tests by NCAME confirmed that materials printed with Amaero's C103 powder meet ASTM F3635, Class B standards, and Ti64 powder conforms to AMS7015 and ASTM F3001 international standards [3]. Group 2: Business Impact - The successful testing and certification have led to initial purchase orders from Velo3D, including 500 kg of C103 and 500 kg of Ti64 powder, both scheduled for shipment in Q1 FY2026 [4]. - The collaboration is expected to support critical projects in the aerospace and defense industries, with 1000 kg of Niobium C103 and Titanium powder set to arrive at Velo3D's production floor in Q3 CY2025 [8]. Group 3: Company Overview - Amaero Ltd is a leading U.S. producer of high-value refractory and titanium alloy powders for advanced manufacturing in defense, space, and aviation sectors [9][10]. - The company employs advanced gas atomisation technology, achieving industry-leading yields of additive manufacturing powder, and is also a leader in Powder Metallurgy Hot Isostatic Pressing (PM-HIP) manufacturing [10].