Electrovaya (EFL) Investor presentation summary

Technology and product differentiation

• Infinity battery systems feature industry-leading safety and longevity, validated by third-party and field data, with over 30,000 batteries deployed and no safety incidents.

• Proprietary ceramic separator technology provides superior heat stability and prevents fire propagation, outperforming standard batteries in safety and cycle life.

• Batteries offer a 14,000-cycle lifespan, lasting 10–15 years, and are well-suited for mission-critical applications requiring high reliability.

• Solid-state battery development leverages proprietary separator technology, targeting high energy density and new markets such as drones and aerospace.

• Generation 2 ceramic separator technology launching in 2027 will enhance thermostability and performance for next-gen electronics and mobility.

Market position and customer base

• Serves 16 Fortune 100 clients and partners with leading OEMs in the US and Japan, expanding into warehouse automation, robotics, GSE, defense, and construction.

• Over 70% of sales are with Fortune 500 companies, with strong interest in data center and mission-critical applications.

• Strategic partnerships include Toyota Material Handling and Sumitomo, with end users such as Walmart, Mars, Home Depot, and FedEx.

• 30,000+ Infinity battery systems deployed, enabling 24/7 operations in over 300 warehouses and logistics centers.

Financial performance and growth

• Achieved 11 consecutive quarters of positive adjusted EBITDA and TTM net profit of $4.8M on $68M revenue, surpassing breakeven.

• FY 2026 revenue guidance exceeds $83M, with positive net profit and EPS in Q2–Q4 2025 and Q1 2026.

• Cash and equivalents rose to $22.7M by December 2025, with total assets of $99.9M and shareholders' equity of $60.3M.

• Institutional ownership is ~18% and insider ownership ~27%, with a market cap of $446M as of February 2026.