Investor Presentation April 2026
Released
Released
Announcement PDF
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Company Update
A p r i l 2 0 2 6
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This information contained in this presentation has been prepared by Adisyn Ltd (ACN 155 473 304) (ASX:AI1 or
‘the Company’) and makes statements about it as well as its subsidiaries, the presentation is for information
purposes only. This presentation does not constitute financial product or investment advice or a recommendation
to acquire AI1 shares and has been prepared without taking into account the objectives, financial situation or
needs of individuals. This presentation does not purport to contain all of the information that a prospective
investor may require to make an evaluation of the Company or its business activities. Before making an
investment decision, prospective investors should consider the appropriateness of the information having regard
to their own objectives, financial situation and needs and seek legal and taxation advice appropriate to their
jurisdiction. AI1 is not licensed to provide financial product advice in respect of AI1 shares. Certain information in
this presentation has been derived from third parties and though AI1 has no reason to believe that it is not
accurate, reliable or complete it has not been independently audited or verified by AI1.
AI1, its subsidiaries and their respective logos, are trademarks or registered trademarks of AI1, or its
subsidiaries. All other registered or unregistered trademarks mentioned in this presentation are the property of
their respective owners, and no trademark rights to the same are claimed.
Financial Data - All dollar values are in AUD dollars (AUD or $) and are unaudited (unless otherwise presented).
This presentation has been authorised for release on the ASX by the Board of Directors of AI1.
Future performance any forward looking statements, opinions and estimates provided in this presentation are
based on assumptions and contingencies which are subject to change without notice, as are statements about
market and industry trends, which are based on interpretations of current market conditions at the date of this
presentation. Forward looking statements including projections, guidance on future earnings and estimates are
provided as a general guide only and should not be relied upon as an indication or guarantee of future
performance. An investment in AI1 shares is subject to investment and other known and unknown risks, some of
which are beyond the control of AI1.
No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or
correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent
permitted by law, Adisyn Ltd and its officers, employees, related bodied corporate and disclaim all liability,
including, without limitation, any liability arising out of fault or negligence, for any loss arising from the use of the
information contained in this presentation. In particular, no representation or warranty, express or implied is
given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness of any
forecasts, prospects or returns contained in this Presentation nor is any obligation assumed to update such
information. Such forecasts, prospects or returns are by their nature subject to significant uncertainties and
contingencies.
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Corporate Snapshot
• Share Price (A$): 0.075
• Market Cap (A$): 62.6M
• Cash 31/12/2025 (A$): 4.9M
Board of Directors
• Kevin Crofton – Chairman
• Arye Kohavi – Managing Director, CEO 2D Generation
• Dominic O'Hanlon – Non-Executive Director
• Blake Burton - Executive Director
Field of activity
1. Through 2D Generation (a fully owned
subsidiary) – development of novel
technologies to produce graphene in a low-
temperature process, targeting semiconductors.
2. Through 2D Radar Absorbers (subsidiary of 2D
Generation) - radar signature reduction for UAV
& defense systems, using 2D materials.
3. Original activity of building and deploying IT
solutions, and end-to-end cyber security
solutions.
Adisyn Ltd is publicly listed on the the Australian Securities Exchange (ASX) under the ticker AI1
Copper Substrate
Graphene layers
Copper substrate
Tungsten protection layer
~𝟏 nm layer
of graphene
𝒅 = 𝟑. 𝟒 ± 𝟎. 𝟑 Å
Enabling the Future of Semiconductors
Copper Substrate
Tungsten 2nd protection layer
Enabling the Future of Semiconductors
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Interconnect Dilemma – copper interconnects are a critical bottleneck for
advanced chip development, and AI1 is a crucial step closer to the solution
Characterization tests confirm continuous graphene films on a 1x1cm coupon
The deposition process operates at temperatures well below semiconductor
industry thermal limits (~450°C)
AI1 can now enter the industry collaboration and commercial engagement phase,
targeting global semiconductor giants
Transitions the program to film optimization, repeatability testing and scale-up to
wafer-level formats
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Multi-band Radar Systems Detect UAVs Earlier Than Ever
• Advances in radar technology mean UAVs can
now be detected and tracked earlier than ever
before. AI-assisted multi-band radar systems are
increasingly capable of identifying small, low-
altitude UAV signatures.
• Earlier detection significantly expands the
reaction window for interception systems
• As a result, UAVs are increasingly intercepted or
neutralized before reaching their intended target.
Materials used in UAVs fail against radar
• Carbon-based materials are excellent for
aviation (light & strong), but fail completely
against radar due to a large Radar Cross
Section (RCS) signature.
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How Modern Radar Systems Detect UAVs
• A radar system:
• Transmits a pulse of radio-frequencies
• The signals hit an object (e.g. a UAV)
• Part of the signal is reflected back to the radar
receiver
• The radar measures the strength of the returned
signal
• That signal strength is usually expressed in decibels (dB)
because radar signals vary over extremely large ranges
of power
Decibels are a logarithmic scale and a
30dB reduction can equate to a 1,000x
decrease in radar signature.
Multi-band Radar Systems Detect UAVs Earlier Than Ever
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Graphene-enhanced structural components which are light, strong and
possesses significant radar-absorbing properties
Current Achievement:
Proof-of-Concept result - 20dB Reduction (100-
fold decrease in radar return) successfully
achieved in the lab by integrating advanced 2D
graphene materials directly into the printed plastic
matrix.
Target Performance:
Ongoing optimization targeting ~30 dB radar
signature reduction (can equate to 1000-fold
decrease in radar return). This reduction
substantially surpasses current conventional products
and would permit access to higher-margin markets
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Reduced Radar Detection:
Drastic reduction in RCS, making it significantly harder for
air defence systems to detect and track the UAV (or
Loitering Munitions).
Enhanced Penetration Capability:
Enables silent approach to high-value targets without early
detection.
High Survivability:
Increased probability of mission success with minimum
losses.
Strategic advantages for aerospace and defence sectors in using
graphene-enhanced materials in UAV manufacturing include:
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* Military Drones Market Size & Share 2026 – 2035, Global Market Insights Inc.
Military Drones Market – Global Forecast
• 2026 Market Size:
• 2035 Forecast Market Size:
• Further opportunities in aerospace and other markets
“Several factors contribute to the growth of the military drones market, such as the
increase in defense & homeland security spending, the continual shift towards
unmanned and autonomous warfare, growing need for border security and maritime
surveillance, and expansion of electronic warfare and payload capabilities.”*
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Exclusive, worldwide commercialization rights secured for graphene-based
radar absorption technology
License and Research Agreement executed
Activity
Duration
(in months)
Research – Electromagnetic testing of "building blocks" to find
the optimal combinations.
Preparation and implementation of the intellectual property
protection plan, including filing patents.
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Development - Building prototypes to prove the technology, to
be selected together with potential customers, for components
such as propellers, drone body parts, etc. The goal is to find the
optimal combinations, including parameters such as weight,
cost, and mechanical properties.
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Integration - Integrating the components we manufacture into
existing drones, and testing their suitability, performance, and
impact on other systems.
4-6
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Proof of concept (20 dB) ✔
Subsidiary – 2D Radar Absorbers Ltd ✔
Manufacturer collaborations
Defence-focused advisory board
Ministry of Defence grant application
Drone company collaborations
Progression of commercial partnership
Visible pathway towards development and eventual
commercialisation of radar technology:
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Non-Executive Chairman
Kevin has 3 decades of
Semiconductor industry experience.
He has held significant management
and leadership positions at Lam
Research Corporation (Nasdaq:LRCX,
US$96B market cap), KLA Corporation
(Nasdaq:KLAC, US$91B market cap),
Comet Holdings AG (SIX: COTN,
CHF1.9B market cap), Newport
Corporation (acquired for US$980M),
NEXX Systems (acquired by Tokyo
Electron) and Aviza Technology.
• In 2006, Mr. Crofton led a P/E
backed buyout of Aviza Technology
UK to create what became SPTS
Technologies, where he was
President and Managing Director
from 2006 to 2020, and created a
GBP£500M turnover, highly
profitable, market leading company.
SPTS was bought by Orbotech,
which was later acquired by KLA
for $3.4B.
• From 2020 through 2022, Kevin was
CEO of Comet AG, a listed
company on the Swiss SIX
exchange. Achieved 60% revenue
growth to CHF$600m (A$1.06B),
nearly doubling EBITDA
performance, and delivered Market
Cap growth from 0.8B to 2.2B CHF
(~US$2.4 B).
• Mr Crofton served on the board of
SEMI, the international industry
association, for 8 years including
as Vice Chair and Chair.
• He was advisor to Senator Mark
Warner on US CHIPS Act and Gov.
Glen Youngkin on Virginia's
Semiconductor Initiative.
• Throughout his career, Mr Crofton has
been recognized for his contributions
to the semiconductor industry. He is a
published author of numerous
technical papers, a sought-after
semiconductor industry speaker, and
winner of numerous awards including
the MEMS Industry CEO of the year
(2013) and the Queens Award for
innovation, technology and export in
2008, 2014 and 2018.
• Mr. Crofton holds an MBA in
International Business from American
University and a BS Degree in
Aerospace Engineering from Virginia
Tech.
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Arye is an Israeli entrepreneur and innovator. He was the founder, president & Co-CEO of Water-
Gen, which develops water-from-air and air dehumidification technologies. Kohavi holds a MBA
(Finance) and a BA in Economics and Accounting, both from the Hebrew University in Jerusalem.
• Arye has been chosen as one of the world's 100 Leading Global Thinkers, and one of the world's
top innovators, by “Foreign Policy” magazine.
• Water-Gen, founded by Arye, was chosen as one of the World's 50 Most Innovative Companies, by
“Fast Company” magazine.
• As part of Israel's 70th anniversary celebrations, the Israeli Ministry of Economy and Ynet readers
chose Water-Gen as one of the “Nine Greatest Israeli Inventions of All Times”.
• Water-Gen's Genny was chosen as one of the world's 100 Best Inventions, by TIME magazine.
CEO of 2D Generation, Director at Adisyn
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Thank you
Arye Kohavi – Managing Director, AI1
investors@adisyn.com
C O N T A C T D E T A I L S
David Tasker – IR / PR
dtasker@chapteroneadvisors.com.au
Michael Shaw-Taylor – Corporate Advisor
mst@sandtoncapital.com.au
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