6K Additive Reports 28% Q2 Growth in Powder Orders and Backlog Hits US$11.9M

UniMeltAE Plasma Technology and Strengthening Supply Chain Resilience

6K Additive manufactures high-performance materials tailored for mission-critical applications in defence, aerospace, and industrial sectors. Its competitive edge lies in the exclusive UniMeltAE plasma technology coupled with proprietary manufacturing processes that convert recycled domestic scrap into premium metal powders and alloy additions. This enables production of titanium, nickel, and refractory metal powders meeting stringent quality and performance standards required by its customers.

The company’s business model addresses a strategic U.S. supply chain gap by minimizing dependence on imported materials and enhancing national supply chain resilience. By processing recycled domestic scrap rather than relying on overseas raw materials, 6K Additive mitigates geopolitical risks and supply chain vulnerabilities. This approach aligns with U.S. government and defence priorities focused on onshoring critical material production and reducing foreign dependencies for aerospace, space exploration, and national defence.

Diversified Market Presence in Aerospace, Defence, Energy, and Medical Sectors

6K Additive’s diverse customer base spans aerospace manufacturers requiring advanced alloys, defence contractors sourcing mission-critical materials, space exploration companies, energy sector participants, medical device producers, and various industrial manufacturers. Serving over 100 unique customers reduces concentration risk and supports multiple revenue streams amid growing demand.

The broad application of high-performance metal powders and alloy additions underscores their essential role in industries demanding uncompromising reliability and performance. Aerospace and defence segments offer significant growth potential due to increased defence spending, space exploration activities, and military modernization across allied nations. Supplying domestically produced, high-quality materials positions 6K Additive to benefit from customers’ prioritization of supply chain security and domestic sourcing.

Q2 FY26 Powder Order Growth and Backlog Expansion

In Q2 FY26, 6K Additive reported a 28% sequential increase in powder order intake, signaling strengthening demand for its products. This growth reflects momentum in the sales pipeline and growing market acceptance of the company’s materials and delivery capabilities. The rising order intake follows ongoing market penetration and customer validation as industrial and defence clients integrate 6K Additive’s materials into their supply chains.

The backlog expanded to US$11.9 million, representing committed orders awaiting fulfillment. An increasing backlog offers revenue visibility and cash conversion potential in upcoming quarters. Together, accelerating order intake and backlog growth indicate a transition from initial market validation to sustained commercial traction, with customers gaining confidence in 6K Additive’s ability to meet specifications and delivery timelines.

Projected Annualized Revenue Run-Rate of Approximately US$28 Million in 2026

6K Additive disclosed a 2026 annualized revenue run-rate near US$28 million, marking a key milestone in its commercial development. This metric reflects the company’s operational scale and provides investors with a forward-looking view of revenue generation capacity. It suggests progress beyond pilot phases toward meaningful revenue from manufacturing and shipments.

When combined with the 28% quarter-on-quarter powder order growth and the US$11.9 million backlog, these figures illustrate accelerating commercial momentum. However, investors should note that annualized run-rates are projections based on current performance and not guaranteed. The company did not specify whether this figure represents actual full-year revenue or a projection derived from quarterly results.

Headquarters and Manufacturing Operations in Burgettstown, Pennsylvania

6K Additive’s headquarters and manufacturing facilities are located in Burgettstown, Pennsylvania. This location offers proximity to domestic scrap suppliers, access to a skilled industrial workforce, and integration within the U.S. manufacturing ecosystem. Situated in the northeastern U.S. industrial corridor, the site provides logistical advantages to major aerospace and defence customers and their supply chains.

Operating manufacturing within the U.S. is a strategic advantage, especially for defence and aerospace clients seeking supply chain security and compliance with export controls. The domestic footprint aligns with customer preferences for sourcing from transparent, regulation-compliant suppliers in critical sectors.

ASX Listing via Chess Depositary Interests Enhances Capital Market Access

6K Additive’s Chess Depositary Interests (CDIs) trade on the Australian Securities Exchange under ticker 6KA, granting access to Australian and international capital markets. This listing facilitates capital raising for expansion, technology development, and working capital from a broad investor base. ASX listing also imposes regulatory oversight and disclosure obligations, enhancing investor confidence.

Access to public capital markets provides strategic flexibility for funding growth without exclusive reliance on bank loans or private equity. For capital-intensive advanced materials manufacturing, public market access is vital for scaling operations and meeting rising demand. The listing also boosts credibility with institutional and defence customers who prefer financially transparent suppliers.

Transforming Recycled Domestic Scrap into High-Value Metal Powders

6K Additive’s core model focuses on converting recycled domestic scrap into high-value metal powders and alloy additions for advanced applications. Instead of mining virgin materials or importing processed inputs, the company sources surplus industrial scrap and applies proprietary UniMeltAE plasma technology to produce specification-compliant powders and alloys. This strategy reduces environmental impact, raw material costs, and foreign supply dependence.

This scrap-to-value process supports circular economy principles and sustainability goals important to industrial and defence customers. Demonstrating high-performance materials from recycled scrap without quality compromise appeals to clients with ESG commitments, adding competitive differentiation beyond technical merits and influencing procurement decisions.

Expansion Planning and Growth Outlook

While 6K Additive mentioned expansion planning in its latest update, detailed information on specific initiatives, capital needs, or timelines was not disclosed. Management is likely evaluating options to scale operations in response to the 28% order intake growth and US$11.9 million backlog. Expansion may involve increasing manufacturing capacity, scaling technology platforms, geographic market growth, or deepening existing customer relationships.

Investors should watch for forthcoming details on expansion strategy, capital requirements, funding sources, timelines, and expected impacts on revenue and operations. Given the current US$28 million annualized run-rate and accelerating demand, capacity constraints may emerge, making expansion execution critical to sustaining revenue growth.

Leadership and Investor Relations

6K Additive’s CEO Frank Roberts and CFO Jonathan Wolak presented FY26 Q2 results during an investor webinar on 28 July 2026. This engagement highlights the company’s commitment to transparent communication with shareholders and capital markets. The presentation covered company overview, quarterly highlights, divisional performance, expansion plans, and financial results, reflecting professional investor relations practices.

The involvement of both CEO and CFO underscores management’s focus on clear disclosure of operational performance, strategic direction, and financial health. Investors can access further company information, including continuous disclosures, quarterly results, and annual reports, via the ASX website at https://www.asx.com.au/markets/company/6KA in accordance with ASX rules.