Australia · Delayed Price · Currency is AUD Amaero Earnings Call Transcripts
Fiscal Year 2026
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Revenue surged 347% year-over-year to $11.8M, with FY 2026 guidance of $18–$20M fully contracted. Strategic U.S. redomiciliation, expanded production, and major supply agreements position the business for continued growth and defense sector opportunities.
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Revenue surged 445% year-over-year to AUD 4.7 million, driven by strong powder and PM-HIP sales, while operational scaling and key material qualifications positioned the business for further growth. Fiscal 2026 revenue is guided at AUD 30–35 million, with robust cash reserves supporting expansion.
Fiscal Year 2025
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A new five-year exclusive supply and development agreement with Titomic strengthens alignment with the U.S. defense and aerospace supply chain, while accelerated investments in atomizer capacity and argon recycling enhance cost leadership. FY2026 is set as a transition year with significant revenue growth, multiple new contracts, and continued engagement in government grant opportunities.
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Commissioned a second advanced atomizer, accelerating production and revenue growth, with 80% of FY2026 Q1–Q2 revenue already visible. Facility upgrades and strategic contracts position the company for strong U.S. market demand, high margins, and continued expansion.
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The meeting addressed seven key resolutions, including multiple share placements and a company name change, with all voting conducted online. No shareholder questions were received, and proxies were managed in accordance with governance protocols.
Fiscal Year 2024
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The meeting reviewed a year of significant progress, including facility expansion, new supply agreements, and strong revenue growth. All resolutions were put to a poll with no questions raised, and the board addressed shareholder queries on capital raises and potential U.S. re-domiciling.