AML3D Limited (ASX: AL3) ("AML3D" or "the Company"), a leader in large scale Wire Additive Manufacturing (“WAM”) technology and 3D metal printing solutions, is pleased to provide the Quarterly Activities Report and Appendix 4C for the quarter ended 30 June 2025 (Q4FY25).
KEY HIGHLIGHTS DURING THE QUARTER
Continuing strong growth in the US market has delivered A$2.9m in customer receipts for the June 2025 Quarter, a 77% increase on the prior comparable period (PCP). AML3D leveraged the official opening, in June, of the company’s Manufacturing and Technology centre in Stow, Ohio1 to continue to strengthen and deepen relationships with key opinion leaders (KOL) and partners in the US Defence, Government and Manufacturing sectors. In July, the US Department of the Navy issued a Letter of Intent (LOI) identifying AML3D’s proprietary ARCEMY technology as key to meeting the additive manufacturing needs of the US Navy’s Maritime Industrial Base (MIB), a potential $150 - $200 million opportunity2 .
Key highlights during the quarter included:
• Official opening of US manufacturing and technology centre in Stow, Ohio
• US advocacy program positions AML3D as pivotal to meeting MIB additive manufacturing needs.
• US leadership strengthened as the architect of US Navy MIB program, Frederick Stefany joins US Board.
• The largest custom ARCEMY® System to date goes online at Austal USA
• Entry into the UK defence sector with alloy test contract with MoD prime supplier BAE systems
• Strong cash position of $30.4m to fund US expansion and to establish a European manufacturing base
OUTLOOK
AML3D’s ‘US Scale Up’ strategy has already delivered a surge in US Navy contracts for the deployment of ARCEMY® systems and associated alloy and component testing and characterisation. As key part of the US Scale up strategy is proactive engagement with key stakeholders and opinion leaders. This ongoing engagement has already translated to a LOI from the US Navy outlining a $150 - $200 million opportunity to support the MIB18 .
The passing of the Trump administrations ‘Big Beautiful Bill’19 ís expected to expedite US Government funding for the US Navy MIB. This is expected to drive an acceleration in US Defence contract wins in the second half of calendar 2025. AML3D has good line of sight to near term ARCEMY® system sales to US Navy Primes and there is strong medium to long term demand signals from the US Navy, Marine Corps and Army. The establishment of AML3D’s US manufacturing facility means AML3D can easily scale up to meet US defence demand and broader demand to support the AUKUS defence pact between the US, Australia and the UK. The company also has additional capacity at its existing Australian facilities, which will be augmented by the establishment of a European technology centre, to meet demand surges.
Outside of defence, AML3D has entered the US energy and utilities markets through the TVA ARCEMY® system sale20 , creating additional growth opportunities. The Company has also strengthened its leadership team with the appointment of Frederick Stefany, an architect of the US Navy Marine Industrial Base. AML3D is very confident of reporting significant US contract wins in the near term.
To read the full quarterly report, please click here
About us:
AML3D Limited, a publicly listed technology company founded in 2014, utilises new technologies to pioneer and lead metal additive manufacturing globally. Disrupting the traditional manufacturing space, AML3D has developed and patented a Wire Additive Manufacturing (WAM®) process that metal 3D prints commercial, large-scale parts for Aerospace, Defence, Maritime, Manufacturing, Mining and Oil & Gas. AML3D provides parts contract manufacturing, from its Technology Centre in Adelaide Australia, and is the OEM of ARCEMY®, an industrial metal 3D printing system that combines IIoT and Industry 4.0 to enable manufacturers to become globally competitive.
To learn more, please visit: www.aml3d.com
Contact details:
For more information, please contact:
Sean Ebert
Managing Director
AML3D Limited
+61 8 8258 2658
[email protected]
Hamish McEwin
Chief Financial Officer
AML3D Limited
+61 8 8258 2658
[email protected]
Investor Relations
The Capital Network
Julia Maguire
+61 2 7257 7338
[email protected]