Solaredge Technologies, Inc. · NASDAQ:SEDG

Solaredge Technologies — Merger or Acquisition (October 2018)

9 slides from Solaredge Technologies's merger presentation, Oct 11, 2018

  1. Slide 1: SolarEdge To Acquire Kokam

    SolarEdge To Acquire Kokam A provider of Li-ion cells, batteries, and energy storage solutions October 11, 2018

  2. Slide 2: Li-Ion Market Growth

    Li-Ion Market Growth Large and developing market with growth Global Lithium-ion Battery Demand by Application in all sectors – consumer applications, electric (2016-2024, GWh) vehicles (EV), and stationary energy storage (ESS) Li-Ion battery market estimated to reach $69B by 2022 (2016-2022; 16.6% C

  3. Slide 3: ESS Market Growth

    ESS Market Growth Global market for Lithium-ion batteries for Cumulative Global Storage Deployments ESS sector estimated to double six times GWH (2016-2030, GWh) by 2030 350 Annual grid-connected energy storage 300 revenues to grow from $1.9B to $8.0B (2018-2025, 11% CAGR) 250 Forecast shows 25% of

  4. Slide 4: Solar + Storage

    Solar + Storage In the future, the majority of PV systems will be installed with battery storage Storage is becoming an integral part of the solar market As feed in tariffs diminish and PV becomes increasingly abundant, the need to store energy for later use is increasing Declining PV and storage sy

  5. Slide 5: About Kokam

    About Kokam A global premier provider of innovative battery solutions Tier 1 battery manufacturer, ranked no. 5 in the ESS market More than 700MWh of field performance Over 232MWh of ESS installed globally Provides batteries to the utility scale ESS, UPS, electric vehicle (EV), aerospace, marine, an

  6. Slide 6: A Leading ESS Provider

    A Leading ESS Provider Navigant Research Leader board Report: Lithium-Ion Grid Storage 6 Sources: Navigant Research Leaderboard Report: Li-ion Grid Storage, 2018

  7. Slide 7: A Top 5 Player

    A Top 5 Player Annual Commissioned and Shipped Capacity of Leading Battery Vendors (MW) 7 Sources: BNEF Company Profiles: 2018 Battery Vendors

  8. Slide 8: End-to-End Smart Energy Provider

    End-to-End Smart Energy Provider Strategically positioning SolarEdge as a one-stop-shop for smart energy solutions Allowing SolarEdge to enter the high-growth global battery market and diversify its business Allowing SolarEdge to access and control a steady supply chain of batteries to overcome mark

  9. Slide 9: Thank You!

    Thank You! Cautionary Note Regarding Market Data & Industry Forecasts This power point presentation contains market data and industry forecasts from certain third- party sources. This information is based on industry surveys and the preparer’s expertise in the industry and there can be no assurance

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