EXOSENS DISCLOSURECurrent Reports (8-K / ad hoc)

Period 2026-08-25 · filed 2026-08-25

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Photonis Defense awarded first delivery order for U.S. Army’s BiNOD program, marking a key milestone in Exosens’ U.S. expansion

- 1 - PHOTONIS DEFENSE AWARDED FIRST DELIVERY ORDER FOR U.S. ARMY’S BINOD PROGRAM, MARKING A KEY MILESTONE IN EXOSENS’ U.S. EXPANSION • Photonis Defense, Exosens’ U.S. subsidiary, has been awarded a first delivery order for 1,600 complete systems under the U.S. Army’s Binocular Night Observation Device (BiNOD) program, with first deliveries expected by the end of 2026 and the bulk of deliveries scheduled throughout 2027 • The order represents the Low-Rate Initial Production (LRIP) phase of the BiNOD program, marking the transition from development and testing to initial production • Photonis Defense will manufacture and test the complete BiNOD systems in the U.S., integrating Exosens’ high-performance image intensifier tubes • This first delivery order under the US$352.6 million Indefinite-Delivery/Indefinite- Quantity (IDIQ) contract announced in March 2026 marks the next phase in Exosens’ U.S. expansion and supports its long-term growth in the U.S. defense market, the world’s most demanding single market for night vision devices Press release, Mérignac (France), 25 August 2026 – Exosens (EXENS; FR001400Q9V2), a high-tech company focused on providing mission- and performance-critical amplification, detection and imaging technologies, today announces that its U.S. subsidiary, Photonis Defense, has been awarded a first delivery order for 1,600 complete systems under the U.S. Army’s Binocular Night Observation Device (BiNOD) program, as part of the broader Indefinite-Delivery/Indefinite-Quantity (IDIQ) contract announced in March 2026. This represents an important step in the BiNOD program, initiating the Low-Rate Initial Production (LRIP) phase after key testing and the qualification phase. First product deliveries are expected by the end of 2026, with the bulk of deliveries scheduled throughout 2027. Financial terms associated with this order are not disclosed. The order lays the foundation for regular production of BiNOD systems at Photonis Defense’s U.S. factory. Program execution leverages Photonis Defense’s U.S.-based BiNOD development, production, and testing capabilities, together with Exosens’ global technology leadership in high-performance image intensifier tubes. This combination enables Photonis Defense to deliver lightweight, mission-ready and cost-effective night vision systems designed to provide soldiers with a