Solid Power (SLDP) Company presentation summary

Company overview and financials

• Founded in 2011, employs about 230 people, and operates two facilities in Colorado focused on pilot cell and electrolyte production.

• Market capitalization stands at $811.9M with $21.7M in revenue and $336.5M in total liquidity as of December 31, 2025.

• No debt financing, with strong liquidity from recent securities offerings and a $50M DOE grant to expand electrolyte production.

• Commercialization strategy targets supplying electrolytes to Tier 1 battery manufacturers and automotive OEMs, emphasizing collaboration over competition.

• Established presence in Korea to integrate into the Asian battery ecosystem.

Technology and product differentiation

• Specializes in sulfide-based solid electrolytes, aiming to replace liquid or gel electrolytes in lithium-ion batteries.

• Holds over 20 issued US patents, ~100 pending US applications, and ~110 non-US and PCT patents and applications.

• Electrolyte innovation center enables rapid chemistry and process improvements, supporting partner cell programs.

• Cell technology licensed by major industry players, including BMW and SK On, and developed around standard lithium-ion manufacturing processes.

• Able to produce solid-state cells from 0.2 Ah to 60 Ah, supporting a range of applications.

Market positioning and partnerships

• Recognized as a leader in sulfide-based solid-state battery (ASSB) chemistry, chosen by many automotive OEMs and Tier 1 manufacturers.

• Collaborates with industry leaders such as SK On, Samsung SDI, and Ford.

• Sulfide chemistry offers superior manufacturability, ionic conductivity, and compatibility with leading ASSB configurations.

• 50% of value chain players are pursuing sulfide chemistries, indicating strong market alignment.