Amaero-Titomic Pact Could Boost FY2026 Revenue by Up to 10%
Amaero Ltd has locked in a five-year exclusive agreement to supply spherical refractory and titanium alloy powders to Titomic, bolstering advanced manufacturing capabilities for defense and aerospace sectors.
- Five-year exclusive supply and development agreement between Amaero and Titomic
- Focus on spherical refractory and titanium alloy powders for cold spray technology
- Collaboration targets defense, aerospace, and space applications
- Strengthens domestic sovereign supply chains amid global manufacturing challenges
- Agreement may contribute 5%-10% to Amaero’s FY2026 revenue
Exclusive Partnership in Advanced Manufacturing
Amaero Ltd (ASX, 3DA) has announced a significant five-year exclusive supply and development agreement with Titomic Limited (ASX, TTT), positioning itself as the sole provider of spherical refractory and titanium alloy powders for Titomic’s proprietary cold spray technology. This collaboration is set to enhance the production of mission-critical components for defense, aerospace, and space industries.
The agreement leverages Amaero’s advanced gas atomization capabilities, which produce high-quality powders at scale, with Titomic’s cutting-edge cold spray technology. This synergy aims to accelerate the adoption of cold spray as a key manufacturing modality, particularly for coatings, repair solutions, and near-net-shape part manufacturing.
Strategic Implications for Sovereign Supply Chains
In a global environment where supply chain resilience is paramount, this partnership underscores a strategic move to strengthen domestic manufacturing capabilities. The collaboration aligns with recent U.S. policy initiatives emphasizing sovereign manufacturing and supply chain security, notably those declared by the Trump Administration earlier in 2025. By ensuring a consistent and scalable domestic supply of critical powders, Amaero and Titomic are addressing vulnerabilities in defense and aerospace supply chains.
Importantly, Amaero has committed not to engage in development collaborations with certain competitors of Titomic, reinforcing the exclusivity and strategic nature of this partnership. While there is no minimum purchase obligation for Titomic, the agreement is expected to contribute between 5% and 10% of Amaero’s revenue in the fiscal year 2026.
Technical Collaboration and Market Positioning
The joint development programs will focus on selecting and certifying new refractory and titanium alloy powders tailored for cold spray applications. Both companies will share testing data and intellectual property, aiming to qualify these powders for production use. This approach ensures that customers receive consistent, high-performance materials backed by rigorous development.
Executives from both companies expressed optimism about the partnership. Amaero’s CEO, Hank J. Holland, highlighted the alignment with national security priorities and the company’s commitment to advancing sovereign manufacturing. Titomic’s CEO, Jim Simpson, emphasized the importance of exclusive access to certified powders to deliver reliable and scalable cold spray solutions to defense contractors and other customers.
Looking Ahead
With the agreement now in place, Amaero and Titomic are poised to accelerate the commercialisation of cold spray technologies in sectors where material performance and supply chain security are critical. The upcoming investor briefing scheduled for 2 September 2025 will provide further insights into development progress and strategic outlook.
Bottom Line?
This exclusive supply deal marks a pivotal step in securing advanced manufacturing supply chains amid rising global demand for defense-grade materials.
Questions in the middle?
- How quickly will Amaero certify the new refractory and titanium powders for production use?
- What impact will the exclusivity clause have on Amaero’s relationships with other potential customers?
- How will this partnership influence Titomic’s competitive positioning in the global cold spray market?
