Enersys · NYSE:ENS

Enersys — Investor Day (June 2026)

110 slides from Enersys's investor day presentation, Jun 11, 2026

Slide 3: Forward Looking Statements
Forward Looking Statements As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management’s current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual re
Slide 4: Agenda
Agenda 8:30 AM Start Welcome & Opening Remarks Precision Power Solutions (PPS) Charlotte Murnan Senior Investor Relations Analyst John Benetti Vice President, PPS Focused Strategy, Positioned to Win Driving Financial Focus and Discipline Shawn O’Connell President and CEO Andi Funk Executive Vice Pre
Slide 7: Key Messages
Key Messages Focusing where we have the right to win with leading market 1 positions in targeted markets and customer-centric solutions Addressing customer concerns regarding energy security 2 and labor scarcity Providing full suite of differentiated power management 3 solutions and services across
Slide 8: EnerSys At-a-Glance
EnerSys At-a-Glance FY 2026 Key Statistics1 $3.8B $540M $10.56 $602M $468M $8.3B Net Sales Adj. Op. Earnings2,3 Adj. Diluted EPS2,3 Adj. EBITDA2,3 Free Cash Flow2 Market Cap4 Net Sales By: 10% Business Segments Network & Infrastructure Solutions 44% Industrial Mobility Solutions Precision Power Solu
Slide 9: Leading Provider of Energy Storage Solutions for Critical Applications
Leading Provider of Energy Storage Solutions for Critical Applications Network & Industrial Precision Infrastructure Solutions Mobility Solutions Power Solutions (NIS) (IMS) (PPS) Powering the connected world Powering industrial vehicles and Powering advanced, reliable, high- with trusted reserve an
Slide 10: Addressing Customer Challenges with Tailored Solutions
Addressing Customer Challenges with Tailored Solutions Manned Platforms (Land, Sea, & Air Vehicles) Focus on Targeted How We Do It Markets with High Transportation Advanced Lithium Systems Solve common challenges… Barriers to Entry ‒ Average increase in electricity prices across U.S. is ~37% Capture
Slide 11: Modular Platforms Enable Customer-Centric and High-Value Add Integrated Solutions
Modular Platforms Enable Customer-Centric and High-Value Add Integrated Solutions Managing Energy Systems & Needs with Integrated Solutions Battery Energy Storage Power Electronics Full range of Lithium Ion, TPPL, Converts, controls, and optimizes electrical and Flooded Lead Acid batteries power – a
Slide 12: Value Add from EnerSys across Commercial Applications
Value Add from EnerSys across Commercial Applications Electrical and Control System-Level Controls Services Cell Level System Design and Hardware Installation and repair Begin with best fit Integrate tailored battery Advanced control systems to offerings with data driven product generalized for mana
Slide 13: Sustainable Competitive Advantages Create Unique Positioning
Sustainable Competitive Advantages Create Unique Positioning Deep Customer Customer-centric end-to-end solutions provider, from design Relationships to asset management software, service, and replacement Global Installed Base1 Domain Product and company differentiation around systems / Expertise tec
Slide 14: Well-Positioned to Benefit from Global Megatrends
Well-Positioned to Benefit from Global Megatrends Global Megatrends • Energy Security • Labor Scarcity ~$26B+ $3.8B EnerSys • AI Acceleration Serviceable Addressable Market1 FY’26 Net Sales • Defense Investment MEGATRENDS INCREASING DEMAND FOR ENERGY STORAGE SOLUTIONS 1 SAM includes existing markets
Slide 15: Growing Energy Demand Driving Need for Energy Security
Growing Energy Demand Driving Need for Energy Security • Increasing resiliency of electrical infrastructure and grid Energy Security • U.S. peak electricity demand is projected to grow Energy Storage 14% by 2030 and 54% by 20501 is key to • Challenging labor market and cost-efficiencies Energy Secur
Slide 16: Executing EnerGize Strategic Framework
Executing EnerGize Strategic Framework to Further Transform and Drive Profitable Growth OPTIMIZE INVIGORATE ACCELERATE Our Core Our Operating Model Our Growth Enabled by Centers of Excellence Model Focus on core markets and value Increase operational rigor and Leveraging leading market add, customer
Slide 17: Delivering Value through Centers of Excellence
Delivering Value through Centers of Excellence Unique • Drives operational consistency across all our lead acid and TPPL plants Differentiation • Improves productivity and enhances delivery reliability • Deep, domain-specific Lead Acid • Optimizes more stable, capital-intensive lead acid manufacturi
Slide 18: Key Focus Areas to Accelerate Growth
Key Focus Areas to Accelerate Growth Battery Energy Storage Systems Lithium Data Center Offering Aerospace and Defense • Tailored to IMS end market solving • Builds on leading TPPL position in data • Resegmentation provides enhanced common customer challenge of energy centers and creates runway for
Slide 19: Lithium Cell Manufacturing Facility Investment
Lithium Cell Manufacturing Facility Investment to Capture Customer-Driven Demand Purpose-Built U.S. Facility to Secure Resilient • Consistent with EnerGize strategic framework, disciplined Domestic Supply Chain for Critical Defense Applications investment enables us to support our customers’ needs •
Slide 20: Leadership Team Focused on Execution and Accountability
Leadership Team Focused on Execution and Accountability Shawn Andi Mark Keith Chad O’Connell Funk Matthews Fisher Uplinger President and CEO Executive Vice CTO & President, President, NIS President, IMS President and CFO PPS Industry Experience 30+ Years 25+ Years 30+ Years 25+ Years 25+ Years John
Slide 22: Key Messages
Key Messages 1 Executing disciplined and customer-centric approach to innovation to drive profitable growth 2 Leveraging market and application expertise to solve customer needs across end markets 3 Enabling critical applications as a trusted energy storage solution and service provider 2026 Investo
Slide 23: Proven Track Record of Innovation and Product Portfolio Evolution
Proven Track Record of Innovation and Product Portfolio Evolution Leading Energy Performance Embedding Intelligence Integrated Systems and Solutions Providing best energy Ensuring customers fully capture Technology solutions storage in the market and trust the performance addressing customer problem
Slide 24: Strategic and Disciplined Approach to Innovation
Strategic and Disciplined Approach to Innovation Align • Align to customers needs and technology roadmaps, identify co-development opportunities • Leverage deep relationships, historical application knowledge, and strong market expertise to tailor solution to customer requirements Customer- • Priori
Slide 25: Leveraging Strategic Sourcing to Accelerate Product Development Speed
Leveraging Strategic Sourcing to Accelerate Product Development Speed Select Make vs. Buy Where We Add Value Solution Examples Decision Framework to the Buy Decision Total Development Time Make Deep Market Expertise Fortix BESS • Deepen moat or differentiation • Long-standing customer 15 Months in e
Slide 26: New Solutions from Core Platforms
New Solutions from Core Platforms Our Solution Formula Services Battery Energy Power Software Storage Electronics Uniquely positioned Start with customer Integrate components critical Specialized battery management with installation and preferred chemistry to functionality systems and intelligence m
Slide 27: Becoming the Most Customer-Centric Trusted Energy Storage Provider
Becoming the Most Customer-Centric Trusted Energy Storage and Service Solutions Provider Platform Provider for Energy Resilience Electrification Enabler for Logistics Electrification Partner in the AI Era the Modern Battlefield 2026 Investor Day | © 2026 EnerSys. All Rights Reserved. 27
Slide 28: Leading Platform Provider for Logistics Electrification
Leading Platform Provider for Logistics Electrification Customer Need Unique Solution Why It Matters Reliance on EnerSys for energy Leveraging deep customer storage and charging needs relationships and proven expertise ✓ Solves local power supply Trusted partner to manage power EnerSys designed Fort
Slide 29: Focused on Where We Have a Right to Win
Focused on Where We Have a Right to Win Hyperscale Data Edge / Inference Data Center Networks Center Networks Centralized data centers built by large Smaller, distributed data centers located cloud providers closer to end users Size Large Small to mid-size Location Centralized campuses Distributed,
Slide 30: Customer-Centric Innovation in Data Center Offerings
Customer-Centric Innovation in Data Center Offerings High Power High Energy • Increasing data center power density is driving demand for ‒ Short-duration backup ‒ Integration with modern UPS architectures • DataSafe Noir energy storage system materially improves economics • Enabling peak shaving and
Slide 31: Where We Are Going | Unlocking Increased Service Opportunity
Where We Are Going | Unlocking Increased Service Opportunity Expected Outcomes Benefit to Customer Strong Foundation Today Focus Areas ✓ Proactive, predictive maintenance • Cybersecurity-by-design across ✓ Mission critical uptime through Solutions connected solutions secure always on monitoring ✓ En
Slide 32: Electrification Enabler for the Modern Battlefield
Electrification Enabler for the Modern Battlefield Industry Need Unique Solution Why It Matters Battlefield electrification is rapidly New facility will increasing demand for lithium batteries • Use domestic / allied-sourced critical and power management solutions minerals, materials, and components
Slide 33: Key Takeaways
Key Takeaways Executing disciplined and customer-centric approach to innovation to drive 1 profitable growth Leveraging market and application expertise to solve customer needs across 2 end markets Enabling critical technologies as a trusted energy storage solution and 3 service provider 2026 Invest
Slide 35: NIS Key Messages
NIS Key Messages 1 Driving customer-centric, solution-led innovation leveraging CoE and improved service delivery models 2 Continuing to optimize fixed cost base while extending life of portfolio offerings to critical end markets 3 Launching new, lithium-led data center solution to capture additiona
Slide 36: Network & Infrastructure Solutions At-a-Glance
Network & Infrastructure Solutions At-a-Glance FY 2026 Key Statistics1 What We Do $1.7B $150M Powering the connected world with trusted Net Sales Adj. Op Earnings2 reserve and critical infrastructure solutions Customers Communications Data Center Industrial Power Largest global network Enterprise, &
Slide 37: Supporting Customers Across Critical End Markets
Supporting Customers Across Critical End Markets Industrial Power Communications Data Centers and Utilities ~20% 750K 40% 10M+ Replaced annually 2M+ ~10% Broadband power Approaching end of Batteries sold the Utility grade batteries Significant acceleration Replaced annually supplies installed useful
Slide 38: Network & Infrastructure Solutions Ecosystem
Network & Infrastructure Solutions Ecosystem Market Drivers Create Common Needs • Reliability & Uptime • Certainty that Loads Stay Energized • Electrification & Load Growth • Scalable Power Capacity • Grid Instability • Resilience Against Grid Disruption • Total Cost of Ownership Pressure • Predicta
Slide 39: Well-Positioned in a Growing Network & Infrastructure Solutions Market
Well-Positioned in a Growing Network & Infrastructure Solutions Market Drivers • AI buildout and network infrastructure upgrades • Need for energy resilience & improved asset utilization ~$15B+ $1.7B Network & • Labor scarcity driving need for intelligence to support energy Serviceable Addressable M
Slide 40: Why We Win in Network & Infrastructure Solutions
Why We Win in Network & Infrastructure Solutions Reliable Integrated Trusted Long-Term Deep Application Dependable and Global Scale, Solutions Partner Expertise Responsive Local Expertise • Failure is not an • Trusted brands with • Regulatory, • Standout service and • Global partners value option; l
Slide 41: Executing EnerGize Strategic Framework to Further Drive Value Creation
Executing EnerGize Strategic Framework to Further Drive Value Creation OPTIMIZE INVIGORATE ACCELERATE Our Core Our Operating Model Our Growth Enabled by Centers of Excellence Model • Targeted end markets • Bring new products to market • Expand lithium offerings to faster with disciplined make versus
Slide 42: Case Study | Bringing New Products to Market Faster
Case Study | Bringing New Products to Market Faster Customer Need Unique Solution Results Global telecom operator required Full system comprised of our core ✓ Won ~3X greater wallet share U.S. energy solution provider to: technologies: • Mitigate tariff impacts and improve • Power cabinet system man
Slide 43: Enabling Faster, More Reliable Communication Networks
Enabling Faster, More Reliable Communication Networks Customer Need Unique Solution Why It Matters Optimized power efficiency to offset Premier provider of broadband technology driven increases in utility edge solutions XM Edge power supply reduces demand TCO by: EnerSys developed XM Edge A self con
Slide 44: Unlocking Increased Company-Wide Service Opportunity
Unlocking Increased Company-Wide Service Opportunity FY’26 Net Sales Strong Foundation Today Where We Are Going • Global Service Delivery Network supported by • Customer Success led execution model 750 EnerSys service professionals and an with low friction in our delivery model expanding subcontract
Slide 45: Accelerating Growth | Lithium Data Center Offering
Accelerating Growth | Lithium Data Center Offering Data Center Primary Need Lead Type Customer Benefits Edge Run-Time Ultra high-density solution with Enterprise Energy Density premium service and support: Hyperscale Power Scaling ✓ Scalable architectures from Ai Inference Uptime 100kW to 1+ MW Ai T
Slide 46: Key Takeaways
Key Takeaways Driving customer-centric, solution-led innovation leveraging CoE and improved 1 service delivery models Continuing to optimize fixed cost base while extending life of portfolio offerings to 2 critical end markets 3 Launching new, lithium-led data center solution to capture additional w
Slide 48: IMS Key Messages
IMS Key Messages 1 Advancing next generation solutions to capture significant maintenance-free conversion opportunity 2 Leveraging new organizational alignment to cross-sell and capture greater go-to-market opportunities 3 Providing energy management solutions for customers through Fortix Battery En
Slide 49: Industrial Mobility Solutions at a Glance
Industrial Mobility Solutions at a Glance FY 2026 Key Statistics1 What We Do Powering industrial vehicles and equipment $1.7B $175M that keep essential goods and industries Net Sales Adj. Op Earnings2 moving around the world Customers Logistics & Warehousing Transportation Lift truck OEMs / Dealers
Slide 50: IMS Creates Greater Focus and Alignment across End Markets
IMS Creates Greater Focus and Alignment across End Markets Industrial Mobility Solutions ✓ Enhanced Go-to-Market Approach ✓ Organizational Synergies ✓ Supporting Common Customers Warehousing & Logistics Transportation WELL POSITIONED TO CAPTURE ADDITIONAL WALLET SHARE 2026 Investor Day | © 2026 Ener
Slide 51: IMS Portfolio Supporting Customers in Critical End Markets
IMS Portfolio Supporting Customers in Critical End Markets Warehousing & Transportation Logistics 700K+ 1.9M+ 345K+ 900K+ 4K+ 500K+ Global charge Forklifts powered Batteries monitored Trucks powered Monthly Active ACE Chip points installed globally across customer sites globally Users of Odyssey® in
Slide 52: Well-Positioned in a Growing Industrial Mobility Solutions Market
Well-Positioned in a Growing Industrial Mobility Solutions Market Drivers • Decarbonization & Sustainability Compliance • Automation & Electrification • Improved Environmental Health & Safety • Lower Total Cost of Ownership vs ICE • Growth of Lithium-ion & Advanced Battery ~$8.3B+ $1.7B Industrial M
Slide 53: Why We Win in Industrial Mobility Solutions
Why We Win in Industrial Mobility Solutions Recognized Leader Customer-Centric Decades of Expertise Industry-leading in Forklift Electric Solutions for a Broad Delivering Critical Team and Power Systems Set of Industries Energy Solutions Product Offerings • 3 battery chemistries • Warehousing and Lo
Slide 54: Executing EnerGize Strategic Framework to Further Drive Value Creation
Executing EnerGize Strategic Framework to Further Drive Value Creation OPTIMIZE INVIGORATE ACCELERATE Our Core Our Operating Model Our Growth Enabled by Centers of Excellence Model • Advancing next generation of • Leverage organizational synergies • Utilize software and data to lower TPPL and Lithiu
Slide 55: Drive Product Mix Shift With Next-Generation Offerings
Drive Product Mix Shift With Next-Generation Offerings Next Generation TPPL Solutions Next Generation Lithium Platform Synova Charger • Expanded TPPL capacity by ~15-40% per • Changed chemistries to lower cost entry point • Exceptional efficiency and charging model vs prior generation much more suit
Slide 56: Case Study | Data-Driven Energy Optimization for Warehouse Distribution Centers
Case Study | Data-Driven Energy Optimization for Warehouse Distribution Centers Background Unique Solution Results Large grocery retailer operating 24/7 Conducted a data-driven power distribution center required upgrades study using real operational data to forklift fleet to maintain high and EnSite
Slide 57: Leveraging New Organizational Alignment to Enhance Go-to-Market Strategy
Leveraging New Organizational Alignment to Enhance Go-to-Market Strategy across Transportation Accomplishments to Date Select Synergy Example Leveraging EnSite Modeling Software and Odyssey® Connect App to Create ODYSSEY FleetPower Program Consolidated marketing and commercial operations teams Batte
Slide 58: Fortix BESS | Unique Solution Integrated into Existing EnerSys Installed Base
Fortix BESS | Unique Solution Integrated into Existing EnerSys Installed Base Operational Benefits ✓ Peak Shaving & Bill Reduction: Cuts demand charges by 20–40%, which represents 30-50% of customers’ electricity bill. ✓ Eliminates Costly Infrastructure Upgrades: Supports fleet electrification witho
Slide 59: Fortix BESS | Unlocking a Significant Market Opportunity
Fortix BESS | Unlocking a Significant Market Opportunity Significant Opportunity Early Traction Why We Will Win ✓ Deep installed base across target ~725K 5 Active Customer Pilots customer segments Total U.S. Industrial ✓ Established 24V–80V infrastructure Warehouses & Distribution 15+ Pipeline Discu
Slide 60: Key Takeaways
Key Takeaways Advancing next generation solutions to capture significant maintenance-free 1 conversion opportunity Leveraging new organizational alignment to cross-sell and capture greater go-to- 2 market opportunities Providing energy management solutions for customers through Fortix 3 Battery Ener
Slide 63: PPS Key Messages
PPS Key Messages 1 Positioning portfolio to further support electrification of battlefield applications 2 Providing turnkey solutions, in region, for region with multi-chemistry expertise 3 Extending portfolio capabilities to capture adjacent market growth opportunities 2026 Investor Day | © 2026 En
Slide 64: Precision Power Solutions At-a-Glance
Precision Power Solutions At-a-Glance FY 2026 Key Statistics1 What We Do $358M $63M Powering advanced, reliable, high-performance Net Sales Adj. Op Earnings2 solutions for defense, aerospace, and specialized applications 20% Net Sales CAGR (FY23 – FY26) Customers across End Markets Manned Advanced L
Slide 65: Clear Focus in Broad A&D Market
Clear Focus in Broad A&D Market 2 End Market Focus Areas How We Do it 1 1 Manned Traditional military platforms and Industrial-scale battery systems with Platforms vehicle-based power systems deep platform integration across 1 (Land, Sea, & Air chemistry types Vehicles) 3 3 2 Advanced Program based
Slide 66: Precision Power Solutions Portfolio Supporting Customers
Precision Power Solutions Portfolio Supporting Customers across Critical End Markets Manned Platforms Advanced Soldier Power and Autonomous (Land, Sea, & Air Vehicles) Lithium Systems Systems Select Solutions ABSL Space Hyper Portable Batteries Power System Munition Shell ABC Charger Hawker® Liquid
Slide 67: Well-Positioned in Growing Aerospace and Defense Markets
Well-Positioned in Growing Aerospace and Defense Markets Drivers • Increasing in global military spend ‒ Missile defense ‒ Counter-drone ‒ Drones ~$3.1B+ $358M Precision Power • Drive towards electrification ‒ Operational power Serviceable Addressable Market1 Solutions ‒ Increasing power demand (e.g
Slide 68: Why We Win in Precision Power Solutions
Why We Win in Precision Power Solutions Recognized Battery Customer-focused Proven Ability Proven Co-development Technology Leader Solutions Provider to Scale Partner of Choice • 11B+ cell hours of space • Design and development • Largest Supplier of • Co-innovating mission- operation without failur
Slide 69: Executing EnerGize Strategic Framework to Further Drive Value Creation
Executing EnerGize Strategic Framework to Further Drive Value Creation OPTIMIZE INVIGORATE ACCELERATE Our Core Our Operating Model Our Growth Enabled by Centers of Excellence Model • Ramp-up Thermal and Liquid • Drive differentiation in operational • Capture opportunities across drones Reserve capac
Slide 70: Ramp-up Liquid Reserve and Thermal Offerings
Ramp-up Liquid Reserve and Thermal Offerings to Capture Missile Defense & Counter Drone Opportunities Background Strong Progress Opportunity • Liquid Reserve and Thermal • Healthy backlog with purchase • Expansion of volume and batteries are primary cells agreements in place production capabilities
Slide 71: Case Study | Capturing Operational Power System Opportunity with Rebel Acquisition
Case Study | Capturing Operational Power System Opportunity with Rebel Acquisition Customer Need Unique Solution Results The Army needs resilient, distributed, Rebel Hyper hybridized power ✓ 6 development contracts to date; low-signature power solutions solution currently being evaluated on • Power
Slide 72: Well-Positioned to Capture Opportunities in Drones
Well-Positioned to Capture Opportunities in Drones Near-Term Medium-Term Why We Will Win ✓ Proven leadership and trusted partner of FEOC compliant lithium cell technologies ✓ Clear support from top customers Smaller handheld drones Larger fixed wing drones ✓ End-to-end solutions offering with requir
Slide 73: Key Takeaways
Key Takeaways 1 Positioning portfolio to further support electrification of battlefield applications 2 Providing turnkey solutions, in region, for region with multi-chemistry expertise 3 Extending portfolio capabilities to capture adjacent market growth opportunities 2026 Investor Day | © 2026 EnerS
Slide 75: Key Messages
Key Messages 1 Executing EnerGize strategic framework to be faster, more agile, and more customer focused to drive accelerated growth 2 Increasing efficiency with positive operating leverage to further capture margin expansion opportunities 3 Leveraging strong FCF generation to fuel disciplined appr
Slide 76: Financial Performance
Financial Performance Key Drivers Net Sales ($B) Adj. OP Earnings1 ($M) Adj. Diluted EPS1 • Reduced OpEx and CoGS $540 $10.56 through Strategic Organizational Realignment • Price/mix benefits, including $3.8 $322 $5.34 benefits from Bren-Tronics $3.7 acquisition $382 $6.41 • Manufacturing consolidat
Slide 77: Recent Accomplishments and Ongoing Opportunities
Recent Accomplishments and Ongoing Opportunities ✓ Successful Bren-Tronics and Rebel acquisitions create significant opportunities Product & ahead Footprint Improvement ✓ Announced two plant closures resulting in annual pre-tax benefit of ~$19M from Monterrey closure in FY’27 and additional ~$20M fr
Slide 78: Resilient and Significant Free Cash Flow Generation
Resilient and Significant Free Cash Flow Generation Enables Future Growth Investments ~$1.0B Cumulative FCF1 Generation 112% Average FCF1 Conversion (FY’24-FY’26) Continued FCF1 ($ in millions) $468 Generation $371 • Expect normalized capital $191 expenditures to be $70M - $139 $351 $319 $80M annual
Slide 79: Strong and Flexible Balance Sheet
Strong and Flexible Balance Sheet Selected Balance Sheet Metrics1 Debt Maturity ($M) No Significant Near-Term Maturities ($M) FY’26 $600 $500 $488M Cash and Cash Equivalents $439 Drawn on Revolver $400 Net Debt2 $684 $300 $200 Net Leverage Ratio2 1.1x $100 Primary Operating Capital3 $877 $0 FY'27 FY
Slide 80: Improved Approach to Capital Allocation
Improved Approach to Capital Allocation to Drive Greater Accountability & Higher ROIC 3-Year Historical Use of Cash Go Forward Priorities • Planned lithium-Ion battery facility materially increases ✓ $287M on capex 1 Invest in Organic Growth capacity, investment spread across 2-3 years • Enhanced fi
Slide 81: Proven History of Acquisitions
Proven History of Acquisitions Modular Energy ATK and CFT UTS Businesses Keystone Mountaineer Power Systems 2005 2006 2007 2009 2010 2011 2013 2014 2015 2016 2018 2019 2024 2025 Leclanche and Energia Allen Energy Alpha Technologies Group M&A SERVES AS KEY PART OF STRATEGY WITH OPPORTUNITY TO EXPAND
Slide 82: Strategic and Financial Priorities for M&A
Recent M&A Highlights Disciplined Approach to Capital Allocation Closed: 2024 for $208M Aligns with Growth Priorities Expands presence in critical defense applications Accelerates Technical Evolution in Our Markets Priorities Adds Differentiating Technology for Portfolio Transformation Expands lithi
Slide 83: Where We Are Today | Policy
Where We Are Today | Policy Net Positive Assumptions Actions Taken 45X Tax Credits ✓ Prioritizing in U.S. domestic energy production • Generated $497M of credits FY’23-FY’26, which ‒ Closed Monterrey and Tijuana plants to further optimize resulted in $231M of cash flow benefits business, transferrin
Slide 84: Lithium Cell Manufacturing Facility Key to Accelerating Growth
Lithium Cell Manufacturing Facility Key to Accelerating Growth Over the Long-Term Why It Matters Capital Outlay ✓ Consistent with EnerGize • 9-12 months until any material capex strategy spending following grant approval ✓ Revenue ramp following • Awarded state and local grants for investment period
Slide 85: EnerGize Creates Clear Path for Profitable Growth
EnerGize Creates Clear Path for Profitable Growth Market Growth1 EnerGize Initiatives to and Drivers Drive Incremental Target Growth NIS (~4-6% market growth) • Expanding wallet share in data centers with DataSafe Noir • AI buildout and network Markets Served: energy storage system infrastructure up
Slide 86: Our Long-Term Value Creation Framework
Our Long-Term Value Creation Framework Aggregate Market Incremental Target AOE1 Margin Growth Growth Leverage FCF1 Conversion +3-5% +1-3% +50-100bps +80-100% Per Year ex 45X ex-Li Plant Invest Exceeds GDPFY’30 on diversified EnerGize initiatives driving CoE improvements and OpEx FCF generation after
Slide 87: Key Takeaways
Key Takeaways Executing EnerGize strategic framework to be faster, more agile, 1 and more customer focused to drive accelerated growth Increasing efficiency with positive operating leverage to further capture 2 margin expansion opportunities Leveraging strong FCF generation to fuel disciplined appro
Slide 89: Invest with Us
Invest with Us Focusing where we have the right to win with leading market positions in targeted markets 1 and customer-centric solutions 2 Addressing customer concerns regarding energy security and labor scarcity Providing full suite of differentiated power management solutions and services across
Slide 94: Non-GAAP Reconciliation: FY'26 Adjusted Operating Earnings
Non-GAAP Reconciliation FY’26 Adjusted Operating Earnings Twelve months ended ($ millions) March 31, 2026 Network & Industrial Precision Corporate Infrastructure Mobility Power and other Solutions Solutions Solutions unallocated Total Net Sales $ 1,651.3 $ 1,741.6 $ 358.5 $ — $ 3,751.4 Operating Ear
Slide 95: Non-GAAP Reconciliation: FY'26 Adjusted EBITDA
Non-GAAP Reconciliation FY’26 Adjusted EBITDA The table below presents a reconciliation of Net Earnings to EBITDA and Adjusted EBITDA: 2026 Investor Day | © 2026 EnerSys. All Rights Reserved. 95
Slide 97: Non-GAAP Reconciliation: FY'26 Adjusted Diluted EPS (continued)
Non-GAAP Reconciliation FY’26 Adjusted Diluted Earnings per Share (continued) The following table provides the line of business allocation of the non-GAAP adjustments of items relating operating earnings (that are allocated to lines of business) shown in the reconciliation above: 2026 Investor Day |
Slide 98: Non-GAAP Reconciliation: FY'26 Leverage Ratio
Non-GAAP Reconciliation FY’26 Leverage Ratio The following table provides a reconciliation of Net earnings to EBITDA (non-GAAP) and adjusted EBITDA (non-GAAP) per credit agreement for March 31, 2026 and March 31, 2025 to calculate our net leverage ratio, in connection with the Fourth Amended Credit
Slide 99: Key Performance Indicator: FY'26 Primary Operating Capital
Key Performance Indicator FY’26 Primary Operating Capital As part of managing the performance of our business, we monitor the level of primary operating capital, and its ratio to net sales. We define primary operating capital as accounts receivable, plus inventories, minus accounts payable. The resu
Slide 100: Non-GAAP Reconciliation: FY'23 Adjusted Operating Earnings
Non-GAAP Reconciliation FY’23 Adjusted Operating Earnings Twelve months ended ($ millions) March 31, 2023 Total Net Sales $ 3,708.5 Operating Earnings $ 278.3 Inventory adjustment relating to exit activities and step up to fair value relating to recent acquisitions 0.6 Restructuring and other exit c
Slide 102: Non-GAAP Reconciliation: FY'23 Adjusted Diluted EPS (continued)
Non-GAAP Reconciliation FY’23 Adjusted Diluted Earnings per Share (continued) The following table provides the line of business allocation of the non-GAAP adjustments shown in the reconciliation above: 2026 Investor Day | © 2026 EnerSys. All Rights Reserved. 102
Slide 103: Non-GAAP Reconciliation: Free Cash Flow & Conversion
Non-GAAP Reconciliation FY’23, FY’24, FY’25, FY’26 Free Cash Flow & Free Cash Flow Conversion Twelve months ended ($ millions) March 31, March 31, March 31, March 31, 2026 2025 2024 2023 Net cash provided by (used in) operating activities $ 547.6 $ 260.3 $ 457.0 $ 279.9 Less Capital Expenditures (80
Slide 105: Speaker Bios: Shawn O'Connell
Speaker Bios Shawn O’Connell President & CEO Shawn O’Connell has served as President and Chief Executive Officer since May 23, 2025. Prior to his current role, he served as President and Chief Operating Officer from November 2024 to May 2025. He previously held the position of President, Energy Syst
Slide 106: Speaker Bios: Andi Funk
Speaker Bios Andi Funk Executive Vice President & CFO Andrea (Andi) Funk has served as Executive Vice President and Chief Financial Officer since April 1, 2022. She joined EnerSys in December 2018 as Vice President Finance - Americas. Prior to that, from 2013 to 2018, Andi served as the Chief Execut
Slide 107: Speaker Bios: Mark Matthews
Speaker Bios Mark Matthews CTO & President, PPS Mark Matthews has served as our Chief Technology Officer and President, PPS, since August 2025. Prior to this role, he was Acting CTO beginning in March 2025 while continuing to lead the Specialty Global Line of Business, which he has led since April 2
Slide 108: Speaker Bios: Keith Fisher
Speaker Bios Keith Fisher President, NIS Keith Fisher has served as our President, NIS since January 2025. Prior to joining EnerSys, he had a 27-year distinguished career at Honeywell, where he served in various roles throughout the organization, most recently as President of Honeywell Intelligrated
Slide 109: Speaker Bios: Chad Uplinger
Speaker Bios Chad Uplinger President, IMS Chad Uplinger has served as our President, IMS since November 2023. Prior to that he served as Vice President, Motive Power, Americas from November 2017 to November 2023. From April 2013 to November 2017, he was General Manager of Motive Power Specialty Mark
Slide 110: Speaker Bios: John Benetti
Speaker Bios John Benetti Vice President, PPS John Benetti has served as our Vice President, PPS since June 2025. Prior to that he served as Director of Operations, EnerSys Advanced Systems from March 2018 to June 2025. Prior to joining EnerSys, he held operations leadership roles at UEC Electronics

EnerSys — Investor Day (June 2026) on 6ix

Enersys — Investor Day (June 2026)

Slide 1: 2026 Investor Day

Slide 2: Welcome and Opening Remarks

Slide 3: Forward Looking Statements

Slide 4: Agenda

Slide 5: Corporate Video

Slide 6: Focused Strategy Positioned to Win

Slide 7: Key Messages

Slide 8: EnerSys At-a-Glance

Slide 9: Leading Provider of Energy Storage Solutions for Critical Applications

Slide 10: Addressing Customer Challenges with Tailored Solutions

Slide 11: Modular Platforms Enable Customer-Centric and High-Value Add Integrated Solutions

Slide 12: Value Add from EnerSys across Commercial Applications

Slide 13: Sustainable Competitive Advantages Create Unique Positioning

Slide 14: Well-Positioned to Benefit from Global Megatrends

Slide 15: Growing Energy Demand Driving Need for Energy Security

Slide 16: Executing EnerGize Strategic Framework

Slide 17: Delivering Value through Centers of Excellence

Slide 18: Key Focus Areas to Accelerate Growth

Slide 19: Lithium Cell Manufacturing Facility Investment

Slide 20: Leadership Team Focused on Execution and Accountability

Slide 21: Innovation and New Product Development

Slide 22: Key Messages

Slide 23: Proven Track Record of Innovation and Product Portfolio Evolution

Slide 24: Strategic and Disciplined Approach to Innovation

Slide 25: Leveraging Strategic Sourcing to Accelerate Product Development Speed

Slide 26: New Solutions from Core Platforms

Slide 27: Becoming the Most Customer-Centric Trusted Energy Storage Provider

Slide 28: Leading Platform Provider for Logistics Electrification

Slide 29: Focused on Where We Have a Right to Win

Slide 30: Customer-Centric Innovation in Data Center Offerings

Slide 31: Where We Are Going | Unlocking Increased Service Opportunity

Slide 32: Electrification Enabler for the Modern Battlefield

Slide 33: Key Takeaways

Slide 34: Network & Infrastructure Solutions (NIS)

Slide 35: NIS Key Messages

Slide 36: Network & Infrastructure Solutions At-a-Glance

Slide 37: Supporting Customers Across Critical End Markets

Slide 38: Network & Infrastructure Solutions Ecosystem

Slide 39: Well-Positioned in a Growing Network & Infrastructure Solutions Market

Slide 40: Why We Win in Network & Infrastructure Solutions

Slide 41: Executing EnerGize Strategic Framework to Further Drive Value Creation

Slide 42: Case Study | Bringing New Products to Market Faster

Slide 43: Enabling Faster, More Reliable Communication Networks

Slide 44: Unlocking Increased Company-Wide Service Opportunity

Slide 45: Accelerating Growth | Lithium Data Center Offering

Slide 46: Key Takeaways

Slide 47: Industrial Mobility Solutions (IMS)

Slide 48: IMS Key Messages

Slide 49: Industrial Mobility Solutions at a Glance

Slide 50: IMS Creates Greater Focus and Alignment across End Markets

Slide 51: IMS Portfolio Supporting Customers in Critical End Markets

Slide 52: Well-Positioned in a Growing Industrial Mobility Solutions Market

Slide 53: Why We Win in Industrial Mobility Solutions

Slide 54: Executing EnerGize Strategic Framework to Further Drive Value Creation

Slide 55: Drive Product Mix Shift With Next-Generation Offerings

Slide 56: Case Study | Data-Driven Energy Optimization for Warehouse Distribution Centers

Slide 57: Leveraging New Organizational Alignment to Enhance Go-to-Market Strategy

Slide 58: Fortix BESS | Unique Solution Integrated into Existing EnerSys Installed Base

Slide 59: Fortix BESS | Unlocking a Significant Market Opportunity

Slide 60: Key Takeaways

Slide 61: Break

Slide 62: Precision Power Solutions (PPS)

Slide 63: PPS Key Messages

Slide 64: Precision Power Solutions At-a-Glance

Slide 65: Clear Focus in Broad A&D Market

Slide 66: Precision Power Solutions Portfolio Supporting Customers

Slide 67: Well-Positioned in Growing Aerospace and Defense Markets

Slide 68: Why We Win in Precision Power Solutions

Slide 69: Executing EnerGize Strategic Framework to Further Drive Value Creation

Slide 70: Ramp-up Liquid Reserve and Thermal Offerings

Slide 71: Case Study | Capturing Operational Power System Opportunity with Rebel Acquisition

Slide 72: Well-Positioned to Capture Opportunities in Drones

Slide 73: Key Takeaways

Slide 74: Driving Financial Focus and Discipline

Slide 75: Key Messages

Slide 76: Financial Performance

Slide 77: Recent Accomplishments and Ongoing Opportunities

Slide 78: Resilient and Significant Free Cash Flow Generation

Slide 79: Strong and Flexible Balance Sheet