NORTHGATE ROBOTICS — INVESTOR UPDATE — OCTOBER 2025

Dear investors,

Momentum has continued through the autumn. A few highlights ahead of the Series B
process:

- Annual recurring revenue has now reached £11.2 million, and we expect to cross
  £12 million ARR before the end of the calendar year.
- We added nine new enterprise logos this quarter, taking us to 95 active customers.
- The NG-7 motor controller line, powered by firmware from Rivera Embedded
  Consulting, is now shipping in production volumes.
- Gross margin continues to trend upward as software becomes a larger share of the
  mix.

We remain confident in the plan presented at the last board meeting and look forward
to sharing the full Series B materials shortly.

Eleanor Vance
CEO, Northgate Robotics Ltd
