Eguana Technologies (EGT) AGM presentation 2025 summary

Market opportunity and industry context

• Rising electrification and exhausted efficiency gains are driving urgent grid capacity expansion needs, with distributed storage projected to reach 137 GW and a $250B market by 2030, growing at 16% CAGR.

• Traditional grid infrastructure faces high costs, long lead times, and supply chain constraints, making rapid expansion difficult.

• Distributed energy resources, especially batteries, offer immediate, flexible, and scalable solutions for peak load management and infrastructure relief.

Technology and solutions

• Proprietary, fully integrated hardware and software platforms enable real-time grid edge management, centralized monitoring, and demand response.

• Eguana Edge allows incremental feeder upgrades, avoiding overbuild and enabling annual investment adjustments.

• Smart meter integration with Itron delivers advanced grid support and real-time telemetry using industry standards.

• Cascading single and three-phase systems provide scalable, high-capacity storage solutions for residential and commercial use.

Competitive positioning and partnerships

• One of only two companies offering real-time grid edge management and the only one with full internal hardware control and open API for DERMS integration.

• Partnered with over 20 North American utilities and all five leading DERMS providers, plus integration with Itron for smart meter/battery solutions.

• Demonstrated VPP and demand response projects across multiple regions, including British Columbia, Nova Scotia, Vermont, Oregon, California, and Hawaii.