Episode Description
ASX Investment Opportunity - AML3D Ltd (ASX:AL3)
A metal part fails on a ship, the clock starts ticking, and the supply chain suddenly matters more than the design. That’s the lens we bring to our chat with Sean Ebert, Managing Director and CEO of AML3D Limited, as we unpack how industrial-scale metal 3D printing is moving into real defence and infrastructure workflows, not just lab demos.
We talk through AML3D’s record FY26 result, including $12.5 million in revenue growth and the first half-year EBITDA profit, and what changed operationally to get there. Sean breaks down how the ARCEMY® additive manufacturing system works, why the company sells both systems and printed parts, and how contracted work rolling into FY27 and beyond creates genuine revenue visibility. We also dig into the drivers behind strong gross margins and what “pricing power” looks like when your customers are major industrial and defence organisations.
From there, we zoom in on the US Navy scale-up: 14 ARCEMY® systems contracted into the maritime industrial base, a pathway that starts with smaller contractors and moves up to primes like HII and Austal, and a US Navy letter of intent that signals demand out to 2030. Sean also explains the Navy’s “interchangeability” rule and why it could lift adoption of additive manufactured components versus traditional casting and forging. Beyond defence, we explore why Tennessee Valley Authority and other energy-sector wins matter strategically, and what needs to happen before a UK and European footprint becomes more than a plan.
If you care about ASX industrial tech, defence supply chains, additive manufacturing, and what can make or break execution at scale, hit play. Subscribe, share the episode with a mate, and leave us a review with your biggest question about where metal 3D printing goes next.