Announcement PDF ASX RELEASE 2026 Annual General Meeting – CEO’s Presentation Sydney, 19 May 2026 Electro Optic Systems Holdings Limited (EOS or Company) (ASX: EOS) provides the attached CEO Presentation to be delivered at today’s Annual General Meeting commencing at 10.00am AEST at the offices of MinterEllison, Level 40, Governor Macquarie Tower, 1 Farrer Place, Sydney NSW 2000. Authorised for release by the CEO and Managing Director of Electro Optic Systems Holdings Limited. Further information: Investor Relations ir@eos-aus.com ABOUT ELECTRO OPTIC SYSTEMS (ASX:EOS) EOS operates in two divisions: Defence Systems and Space Systems Defence Systems specialises in technology for weapon systems optimisation and integration, as well as ISR (Intelligence, Surveillance and Reconnaissance) and C4 systems for land warfare. Its key products offered include next-generation remote weapon systems, vehicle turrets, high-energy laser weapons (directed energy), as well as fully integrated and modular counter-UAS and C4 systems. Space Systems specialises in applying EOS-developed optical sensors and effectors to detect, track and characterise objects in space. It includes capabilities in the domain of space control. 19 MAY 2026 eos-aus.com THE COUNTER DRONE COMPANY ELECTRO OPTIC SYSTEMS AGM CEO & MD: DR ANDREAS SCHWER EOS BUSINESS TODAY EOS’ growth strategy is focused on Counter-Drone and Space Control. The total illustrative order book is $726m, including ~$217m of acquired MARSS contracts → Market conditions are currently supportive: Focused EOS growth strategy - Counter-Drone and Space Control → MARSS acquisition announcement widens product range to include C2 systems and turnkey provider capability → NiDAR system has successfully protected Middle East critical infrastructure, driving accelerated customer enquiry → Illustrative Total Order Book of $726m1, with approximately 60-80% expected to convert to revenue in 2026 and 2027 → Recent MARSS £85m new order from existing Middle East customer, increasing MARSS order book to €135m (~A$217m) HIGH ENERGY LASER WEAPONS REMOTE WEAPONS SYSTEMS SPACE INTELLIGENCE AND CONTROL MARSS C2 NiDAR 2 Electro Optic Systems ANNOUNCED ACQUISITION KEY PRODUCT LINES COUNTER DRONE SPACE CONTROL Note: 1. As at the date of this announcement, including MARSS ~A$217m order book. Subject to completion of the MARSS acquisition. Post-completion, certain contracts that were entered into by MARSS (including the £85m new order contract) are expected to be novated to EOS subject to applicable processes and consents. WORLD-FIRST 100KW HIGH ENERGY LASER WEAPON EXPORT CONTRACT Electro Optic Systems In 2025, EOS signed a €71.4m, (approx. A$125m) contract with the Netherlands. The project is ahead of schedule.​ DELIVERABLE - 100KW SYSTEM, INCLUDING: → Container module for truck → Laser modules incl. seed oscillators → Beam Director and Management System → System integration into multi-layered air defence system, incl. testing → Documentation and Support → Power and Cooling – local European supply CONTRACT → Unconditional, with customary termination & cancellation → Export licence from Singapore being processed → Project expected to be profitable and cashflow positive €71.4M Price 3 YEARS Duration 3 SPACE WARFARE – EOS ATLAS PRODUCT FAMILY Electro Optic Systems We launched the ‘ATLAS’ brand during 2025 and are developing effectors to engage from ground against objects in space ATLAS products are being designed and developed to perform the following missions: → Blinding/Dazzling Satellite Sensors → Disabling/Defeating Satellites → Moving Satellites and Space Debris Stationary products are anticipated to be commercialised from 2026 onwards, mobile platforms from 2027 onwards 4 Continuing Ops A$m 2025 2024 VAR Revenue 128.5 176.6 (48.1) Gross Margin %1 63% 48% 15% Underlying EBITDA2 (24.4) (11.6) (12.8) EBIT3 (60.3) (13.8) (46.5) Finance Costs (18.7) (24.6) 5.9 FINANCIAL SUMMARY 1. Gross Margin represents the direct margin on material and certain direct manufacturing costs. Gross Margin and Gross Margin % is not audited by the Company's auditors. 2. Underlying EBITDA is a non-IFRS measure and comprises net profit after tax, adjusted to exclude tax, finance costs, depreciation and amortisation foreign exchange, and other one-off impacts. A reconciliation between the net profit after tax and Underlying EBITDA is set out in the supplementary slides. The directors consider it useful as it enables readers to obtain an understanding of results from operations. Underlying EBITDA is unaudited. 3. EBIT includes the impact of D&A, and FX expense or income 42.3 54.2 105.5 44.1 67.1 107.8 71.1 84.4 109.4 162.0 176.6 128.5 2022 2023 2024 2025 H1 0% 25% 50% 75% 100% 2022 2023 2024 2025 Australia Asia Middle East North America Europe 5 Revenue in 2025 was lower as large contracts ended (continuing operations), A$m Revenue is becoming more diverse Profitability was impacted by scale in 2025 The turnaround has been completed and our financial outlook is developing positively. ORDER BOOK DEVELOPMENT 6 Significant growth in pro-forma Total Contract Backlog (order book) to $726m at May 2026. This includes new orders totalling €102m (~A$160m) from an existing customer in the Middle East to take MARSS existing order book to €135m (~A$217m) Recent Contract Wins Note: excludes EM Solutions, divested in January 2025 Order Book Illustrative Post-Completion1 ($mil) Contract Region Value (A$m) Date SLINGER COUNTER-DRONE RWS Europe 53 May 2025 HIGH ENERGY LASER WEAPON Europe 125 Aug 2025 LAND 400-3 RWS Australia 108 Oct 2025 SLINGER COUNTER-DRONE RWS Europe 20 Nov 2025 R400 RWS Americas 32 Dec 2025 RWS FOR US ARMY Americas 33 Dec 2025 SLINGER COUNTER-DRONE RWS Middle East 60 Mar 2026 MIDDLE EAST MILITARY CUSTOMER (MARSS) Middle East 160 May 2026 Electro Optic Systems The order book does not include the conditional Korean contract valued at US$80m 726 136 459 509 217 31-Dec-24 31-Dec-25 15-May-26 EOS MARSS Note: 1. Subject to completion of the MARSS acquisition. Post-completion, certain contracts that were entered into by MARSS are expected to be novated to EOS subject to applicable processes and consents. VALUE GROWTH STRATEGY 7 Electro Optic Systems EOS is well positioned to grow sustainably in the short and longer terms 1-3 YEARS DEFEND & GROW 2-5 YEARS NURTURE 3-10 YEARS SEED REMOTE WEAPON SYSTEMS SPACE CONTROL HIGH ENERGY LASER WEAPON ROBUST ORGANIC GROWTH OPPORTUNITIES: → Remote Weapons Systems → Counter-Drone variants → AI-enabled C2 for counter-drone defence → Regional expansion SIGNFICANT EMRGING MARKETS: → High Energy Laser Weapons → Space Control KEY FOCUS AREAS: → Commercialising our significant IP assets → Developing software moat → Implementing go-to-market strategies → Maintaining capital discipline TIME AI-ENABLED C2 SYSTEMS COUNTER-DRONE CAPITAL RAISING TO MEET ACCELERATING DEMAND Capital Raising announced for up to ~$175m to fund the upfront consideration of MARSS acquisition and provide additional flexibility to accelerate growth 8 Electro Optic Systems → Capital Raising of up to $175m, comprising $150m Placement and up to $25m Share Purchase Plan → Proceeds from the Capital Raising together with the previously announced term debt facility, will be used to: → Fund the upfront consideration of the MARSS acquisition2 → Increase balance sheet flexibility to pursue growth opportunities and execute on strategic initiatives → Capital Raising to result in ~A$195m pro- forma net cash balance3 → Ongoing geo-political tensions and rapidly evolving technology driving demand for multi-layered counter-drone systems → Evolution of increasingly sophisticated, ‘cost-effective’ and autonomous drone capabilities require significant defence technology investment → Addition of MARSS’ ~$217m order book increases EOS’ existing ~$509m order book, to total order book of $726m1 → Transformational acquisition of MARSS sees EOS become an integrated turnkey prime defence contractor → Additional contracted orders, strengthening outlook for MARSS and industry interest driving increase to maximum performance linked earnouts → No change in upfront consideration → Combining EOS’ successful effector and sensor capabilities with MARSS’ AI enabled C2 NiDAR technology → MARSS has secured new orders totalling ~$165m from an existing Middle-East customer – demonstrating the sophisticated anti-drone solutions that MARSS can provide Accelerating structural demand for counter-drone defences Integrated counter-drone platform capabilities Capital Raising supports increased flexibility to accelerate growth 1 2 3 Note: 1. Subject to completion of the MARSS acquisition. Post-completion, certain contracts that were entered into by MARSS are expected to be novated to EOS subject to applicable processes and consents. 2. EOS may apply the proceeds of the Capital Raising to, in effect, fund the upfront consideration of the MARSS acquisition. The Funding Facility remains in place with $30m available for future drawdown. 3. Net Cash includes Cash and Borrowings and is calculated as at 31 March 2026 ($95m) less $50m paid to acquire MARSS, plus $150m raised under the Placement (excluding the SPP). TRADING UPDATE AND OUTLOOK 9 Electro Optic Systems → Market backdrop and the volatile geopolitical environment remains supportive of demand → Strong engagement from customers in target regions - growing enquiries for Counter-Drone solutions (e.g. Slinger and High Energy Laser) → Significant contract wins in 2026 to date, including: → EOS Counter-Drone order (A$60m) in March 2026 → Total of ~$170m new C2 Counter Drone contracts for MARSS → Unconditional Illustrative order book of $726m1 → Approximately 60-80% of Order Book expected to convert to revenue in 2026 and 2027 → Pipeline of potential future orders continues to develop – opportunity for further order book growth → EOS’ order opportunity pipeline is dynamic and rapidly evolving, especially during a time of active conflict2 Note: 1. As at the date of this announcement, including MARSS ~A$217m order book 2. There is potential for some opportunities to be converted to orders sooner than expected, and equally for orders to be delayed or never converted if priorities change. THANK YOU