AML3D: The ASX 3D Printing Stock Transforming Metal Manufacturing

Charlie Youlden Charlie Youlden, August 5, 2025

What if the future of Australian steel isn’t forged in fire, but printed by robots?

For over 100 years, steel has powered Australia’s industrial engine, from mining rigs to naval shipyards. But behind its $30 billion footprint lies an outdated truth: traditional manufacturing methods are slow, expensive, and can waste up to 95 per cent of raw materials in the process.

Now, AML3D, a small-cap disruptor based in Adelaide, is rewriting the rules.

 

Why AML3D’s Smart Welding Tech Is Turning Heads

AML3D (ASX: AL3) makes large, high-strength metal parts using advanced robotic 3D printing instead of traditional methods like casting or machining. Their process, called Wire Arc Additive Manufacturing (WAM), uses a robotic welder to melt metal wire and build parts layer by layer.

It is a faster, more flexible way to produce custom metal components for industries such as aerospace, defence, oil and gas, marine, mining, and general engineering.

This process allows them to create strong, custom parts more efficiently than traditional methods. They have also developed their own software, WAMSoft®, which helps customers customise each print.

The software automatically adjusts how the machine prints based on the type of metal, the size, and the shape of the part being made, making the process smarter and more precise for every project.

 

A real-world case study for steel manufacturing

In a real-world test, AML3D made a stainless steel propeller that normally needs a huge 462 kg block of metal, just to carve out a final part that weighs 22 kg. Most of that metal is wasted. Using their 3D printing tech, AML3D did the same job with only 50 kg of metal wire, cutting waste by 95 per cent and finishing the job 76 per cent faster. Same part, much less waste, and a lot quicker to make.

 

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AML partnerships: What do Boeing, Chevron, and the U.S. Navy see in this ASX small cap?

While AML3D’s technology offers clear efficiency gains, its long-term success will likely hinge on something less visible, the strength of its partnerships. In capital-heavy industries like defence and advanced manufacturing, credibility is often earned through collaboration, and AML3D appears to be laying the groundwork.

 

Blueforge Partnership 

One of AML3D’s most important partnerships is with the U.S. Department of Defense, through its collaboration with BlueForge Alliance. The U.S. Navy recently awarded BlueForge Alliance a US$951 million contract to strengthen its submarine industrial base a deal that’s expected to drive ongoing growth for AML3D in the U.S. market.

AML has already sold its machinery to support U.S. Navy submarine production, with installations underway at key research and manufacturing hubs in Virginia and Tennessee. This Large capital injection into BlueForge will likely make AML a direct beneficiary. 

 

Partnership Expansion into the U.K. 

AML3D has secured its first foothold in the UK defence sector, landing a contract to supply and test metal alloys for BAE Systems, a key supplier to the UK Ministry of Defence. As part of its broader growth strategy, AML3D is aiming to establish a manufacturing hub in the UK, mirroring its successful expansion into the U.S. The deal marks early but promising traction in a strategically important new market.

Contract deal with the Tennessee Valley Authority

AML3D’s U.S. operations kicked off with a A$2.27 million contract to supply an ARCEMY® X system to the Tennessee Valley Authority, the largest public utility and sixth-largest power supplier in the U.S. This marks a major milestone, as it signals AML3D’s entry into the utilities and energy sector, expanding beyond its core defence focus.

If the partnership proves successful, it could open the door to future revenue streams across a more diversified range of industries, a key step in the company’s broader scale-up strategy.

Financial Highlights: Engineering the Next Phase of Growth

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