2G Energy (2GB) Investor presentation summary

Company overview and market position

• Founded in 1995, with headquarters in Heek, Germany, and a global presence through 8 subsidiaries and sales/service companies in G7 countries plus Poland and the Netherlands.

• Market capitalization is approximately €600–700 million, with a free float of about 55% and an equity ratio above 50%.

• Net sales for 2024 were €375.6 million, expected to rise to €398 million in 2025 and €440–490 million in 2026, reflecting a CAGR above 10% over the last decade.

• Over 10,000 power plants sold in more than 60 countries, with an installed capacity of about 2 GW.

• Holds a leading position in decentralized energy supply and is recognized as a technological leader, especially in hydrogen solutions.

Product portfolio and innovation

• Offers a broad range of power generation (20–4500 kW) and heat solutions (44–2600 kW), including CHP, biogas, biomethane, natural gas, LPG, hydrogen, and heat pumps.

• Key products include Gas2Power for demand response, CHP systems, and high-capacity heat pumps, with a strong focus on digitalization and modular, containerized solutions.

• Strategic partnership with CK Power in the US for demand response products, featuring AI-powered remote monitoring and fuel flexibility.

• Product development is mainly based on proprietary engine concepts, with 70% of engines in the 100–1000 kW range being in-house designs.

Order situation and customer base

• Order intake in 2025 is diversified across industry, trade, energy, manufacturing, data centers, hospitals, sports, food, housing, and public utilities.

• Hydrogen-related orders show a similar spread, with significant shares from industry, trade, energy, and public utilities.

• Service revenues are growing, driven by an increasing number of full maintenance contracts and a higher share of self-designed components.