A$4.6M Titomic Order Marks Major Milestone for Amaero’s Powder Supply
Amaero Ltd has secured a A$4.6 million order from Titomic under their exclusive five-year agreement, marking a significant step in supplying critical refractory and titanium powders for defense applications.
- A$4.6 million purchase order from Titomic for refractory and titanium powders
- Shipments scheduled for Q3 and Q4 FY2026 under exclusive five-year supply agreement
- Amaero to contribute A$2.3 million toward joint development expenses
- Collaboration supports defense prime contractor development program
- Focus on resilient domestic supply chain for mission-critical aerospace and defense materials
Strategic Partnership in Advanced Materials
Amaero Ltd (ASX, 3DA) has announced a substantial A$4.6 million purchase order from Titomic Limited (ASX, TTT), reinforcing their exclusive five-year supplier and development agreement for spherical refractory and titanium alloy powders. This order, slated for shipment in the third and fourth quarters of fiscal year 2026, underscores the growing demand for advanced materials in defense manufacturing.
The collaboration between Amaero and Titomic is more than a commercial transaction; it represents a strategic alliance aimed at overcoming longstanding supply chain vulnerabilities in critical aerospace and defense sectors. By combining Amaero's expertise in atomization technology with Titomic's patented cold spray applications, the partnership is positioned to accelerate the production and qualification of titanium pressure vessels, domes, and thermal protection systems.
Investment in Development and Sovereign Capability
Alongside the purchase order, Amaero is committing A$2.3 million toward development expenses, signaling a shared investment in innovation and capability building. This financial commitment highlights the importance of developing a resilient and scalable domestic supply of high-value powders, which are essential for mission-critical defense programs.
Hank J. Holland, Amaero’s Chairman and CEO, emphasized the intentionality behind their partnerships, noting that the collaboration with Titomic addresses foundational technical challenges and legacy manufacturing impediments. The alliance aims to support national security objectives by fostering sovereign manufacturing capabilities and ensuring supply chain continuity.
Implications for the Defense Supply Chain
For Titomic, access to a reliable supply of spherical powders is crucial to unlocking the full potential of their cold spray technology. CEO Jim Simpson highlighted that having consistent, qualified powders for both development and production phases instills confidence among defense prime contractors, a critical factor in securing long-term contracts.
This agreement not only strengthens Amaero’s position in a high-barrier market but also reflects a broader industry trend toward securing domestic sources of advanced materials amid global supply chain uncertainties. The partnership is poised to play a pivotal role in advancing Australia’s defense manufacturing capabilities.
Bottom Line?
Amaero’s exclusive supply deal with Titomic sets the stage for deeper defense sector integration and supply chain resilience.
Questions in the middle?
- How will the development program with the defense prime contractor progress beyond FY2026?
- What are the potential risks in scaling production to meet future demand?
- Could this partnership lead to further collaborations or expansion into other advanced materials?
