SES AI (SES) Investor presentation summary

Strategic vision and technology

• Focus on accelerating the energy transition through AI-driven battery materials discovery and health management.

• Integration of AI software and hardware enables precise battery health monitoring and faster R&D cycles.

• The Molecular Universe AI4Science platform underpins all business units, driving both revenue and value generation.

Market opportunities and growth

• Energy storage system (ESS) market projected to be 10x the size of the EV market within 10 years, with global ESS battery shipments rising from 300 GWh in 2024 to 1,400 GWh in 2030.

• Military drone battery market expected to grow from $9.5bn in 2025 to $21.8bn in 2030.

• Revenue reached $21 million in 2025, with guidance of $30–35 million for 2026 and liquidity of $200 million at year-end 2025.

Product and technology milestones

• NDAA-compliant Li-Metal cell manufacturing line operational in Korea, with conversion to drone cell production planned.

• Launched Molecular Universe platform and acquired UZ for ESS, forming a JV with Hisun for materials.

• Six novel electrolyte materials discovered, each tailored for specific applications such as EVs, drones, heavy-duty trucking, ESS, and consumer electronics.