Announcement PDF ELECTRO OPTIC SYSTEMS THE COUNTER-DRONE COMPANY INVESTOR UPDATE 20 NOVEMBER 2025 eos-aus.com 10 KM 1 KM 2 KM 3 KM 4 KM 5 KM 6 KM 7 KM 8 KM 9 KM EFFECTIVE COUNTER-DRONE STRATEGIES REQUIRE A LAYERED RESPONSE EOS has a wide range of effectors for a multi-layered counter-drone defence system WEAPON / RANGE Electronic Warfare (EW) Remote Weapon System High Energy Laser Weapon 50-150kW EOS CURRENT FOCUS APKWS on RWS (Rocket) KEY CRITERIA SHORAD Missile Range Accuracy Acquisition Cost Cost per Drone Kill Operating Cost Effectiveness Interceptor Drone NEW CAPABILITY 2 HOW OUR PRODUCT DIFFERENTIATES The EOS Interceptor is unique in the market with high speed, agility and full autonomy 3 KEY BENEFITS OF INTERCEPTOR TECHNOLOGIES → Agility Capable of moving very fast to defeat equally fast moving and agile threats → Range Able to operate up to 5km - beyond the current Remote Weapon System range → Effectiveness More effective than some soft-kill effectors (i.e. jammers less effective) → Collateral Low collateral damage (compared to some alternatives) → Cost Lower cost compared to traditional rockets and missiles → Smart Advanced AI utilisation to counteract intelligent targets KEY CHARACTERISTICS Low Weight 8kg Battery Electric Power Kinetic Kill: Titanium Nose + optional Warhead Target price per Unit < US$10,000 Re-usable Electro Optic / Infra Red Sensor High Speed 290 km/h Range 5km Integrated AI powered Navigation KEY TECHNICAL DATA The New EOS Interceptor has very high speed and agility 4 INTERCEPTOR – MEDIUM RANGE (MR) - 5km range - Defeat GROUP 1 & 2 UAVs - Fixed Location or Vehicle integration - Weight 8 kg - Wingspan = 90cm INTERCEPTOR – SHORT RANGE (SR) - 1-2km range - Defeat of GROUP-1 UAVs - Man-Portable or RWS Integration - Weight <2kg - Wingspan = 30cm → FULLY AUTONOMOUS (with OOTL) → KINETIC DEFEAT → LOW COLLATERAL → AI TARGETING → LOW COST PER KILL → DUAL USE 1. LAUNCH READY Interceptor housed vertically in smart launcher. Connected to C2 for initial target cueing 5 INTERCEPTOR MISSION PHASES INTERCEPTOR MISSION PHASES The New EOS Interceptor has very high speed and agility 6 2. VERTICAL LAUNCH Operator commands Interceptor to launch via C2. One or several depending on threats. Target track updates sent from ground CUAS sensors via C2. 3. TARGET ACQUIRED Once within range Interceptor acquires target using onboard AI imaging infrared seeker. 6 The New EOS Interceptor has very high speed and agility 7 4. FLIGHT PURSUIT – Fire & Forget Interceptor switches to fully autonomous closed loop guidance with OOTL and pursues target with high speed and manoeuvrability Range: 5 km Altitude: 2 km+ Speed: 290 km/h 7 INTERCEPTOR MISSION PHASES The New EOS Interceptor has very high speed and agility 8 5. TERMINAL ENGAGEMENT Interceptor capable of engaging and neutralizing multiple Group I UAS in a single mission. Either 1-on- many or many-on-many mission depending on threat. Can be re-used/recovered depending on impact damage 8 INTERCEPTOR MISSION PHASES 6. HIGH SPEED IMPACT Interceptor impacts target UAS at high-speed using kinetic energy to neutralise up to Group 2 UAS threats in 1-on-1 engagement. Limited defeat/damage of Group 3 threats is possible in low altitude and low velocity scenarios. 9 INTERCEPTOR MISSION PHASES 10 INTERCEPTOR – INTELLECTUAL PROPERTY Broad portfolio of IP across software, hardware, and integrated system design Software → Proprietary algorithms for sensor fusion, target classification, and threat prioritisation → ML/AI models for detection, tracking, including foundational ML training datasets → Image Processing algorithms related to both ground based and on-board sensors → Guidance, Control and Navigation Algorithms, including intercept trajectory optimisation Hardware → Design of system, including its unique mechanical features → Titanium nose and leading edges design and structural interface to airframe → Composite airframe design and performance → System architecture, sub-system integration and layout, including power & data architecture → Assembly methods and tooling → Launcher design, including interfaces and functional architecture 11 TRANSACTION SUMMARY EOS has agreed to buy the interceptor business → UK based business → Total investment of €5.5m (A$10m) → Small team of dedicated experts → Expected further 12-24 months of further development (currently advanced prototype) → Faster and lower risk than in-house development → Further EOS investment in Interceptor of up to A$10m over three years → Potential for customer funding Impact on EOS → Initial investment funded from EOS existing cash reserves → Completion following customary approvals and conditions → Potential development revenue in 2026 and potential commercial sales in 2027 onwards This is a low cost acquisition of leading-edge technology, continuing our disciplined strategy approach SLINGER - BEST IN CLASS IN CANNON-BASED AIR DEFENCE We announced a new Slinger order for $20m on 17 November 2025 to a European customer → Traditional Kinetic drone kill → High accuracy - proven US trials → Initial evaluation orders received EOS “Slinger” Product Example Notable Sales → 10 systems ordered by the US Department of Defense in 2023 → €9m contract to supply Diehl Defence in Germany (Announced Jan 2024) → €31m naval contract - Western European government (Announced May 2025) → North American A$7m customer (Announced Oct 2025) → Western European A$20m customer contract (Announced 17 Nov 2025) M230LF cannon Wind sensor 4-Axis Sensor Unit Gimbal Echodyne Radar Ammunition 12 WORLD-FIRST 100KW HIGH ENERGY LASER WEAPON EXPORT CONTRACT In August 2025, EOS signed a €71.4m, (approx. A$125m) contract with The Netherlands​ DELIVERABLE - 100KW HIGH ENERGY LASER WEAPON SYSTEM, INCLUDING: → Container module for truck → Laser modules incl. seed oscillators → Beam Director and Management System → System integration into multi-layered air defence system, including testing → Documentation and Support → Power and Cooling – local European supply CONTRACT → Unconditional, with customary termination & cancellation → Export licence required from Singapore → Project expected to be profitable and cashflow positive €71.4M Price 3 YEARS Duration 13 GENERAL ADVANTAGE OF HIGH-ENERGY LASER WEAPONS KEY CHARACTERISTICS OF LASER WEAPONS → Cost - Low cost per kill - overcome economic asymmetry favouring drone attack → Effectiveness → Defensive coverage of zenith (vertical) keyhole → Instant line of sight engagement limits target avoidance opportunity → Unlimited ammunition magazine → Attractive ammunition supply chain – Diesel / Electric Energy → Short-range: Rapid kill rates of 20-30 KPM* → Long-range: mission defeat capability → Scalable from counter-drone through CRAM & M-SHORAD to missile defence 14 * KPM = Drone kills per minute Highest agility & effectiveness combined with lowest operations cost with a cost per shot of <$10 300kW 1,000kW Shared Export restrictions by US Congress for > 50/100kW 100kW 100kW Shared Export restriction on export permit for foreign production 5kW 50kW Shared Government asked EOS to localize its 100kW technology 30kW 50kW Shared 50kW Development Program pending approval 10kW 50kW Shared 50kW Development Program ongoing 100kW 200kW Government Saudi and UAE MoD decommissioned their Chinese systems 100kW 300kW Fully Owners IPR can be copied to host country. EOS is ready to fully localize production & supply chain COMPETITIVE SITUATION EOS is a global leader in 100kW HELW and has a IPR baseline that allows ready localisation 15 Current Power Level Ongoing / Expected Development IPR Baseline Remark SUMMARY AND OUTLOOK EOS has continued to execute its growth strategy. Markets are very strong and we plan to continue growing SUMMARY → Market conditions remain supportive → EOS continues to execute its stated strategic intent by broadening its product portfolio while remaining disciplined and focussed on counter- drone and space control. → This is demonstrated by the recent award of a world-first 100kW high energy laser weapon export contract → The recent announcement of an agreement to acquire counter-drone interceptor capability represents a continuation of this disciplined approach → EOS aims to become the preeminent counter-drone company globally 2025 REVENUE EOS expects full year 2025 Revenue of $115-125m (As announced on 31 October 2025) OUTLOOK CONTRACT BACKLOG Over $400m, highest in five years Expect most of backlog to convert into revenue in 2026 and 2027 HIGH ENERGY LASERS REMOTE WEAPONS SYSTEMS SPACE INTELLIGENCE AND CONTROL 16 THANK YOU FOR YOUR INTEREST Disclaimer and Important Notices CONTENT OF PRESENTATION FOR INFORMATION PURPOSES ONLY This presentation was prepared as at 20 November 2025 and is based on information available at that time, unless noted otherwise. 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