Gelion Plc · LSE:GELN
Gelion — H1 FY25 Earnings Presentation
20 slides from Gelion's earnings presentation, March 2025
Slide 1: Half year results for period ended 31 December 2024
Half year results for period ended 31 December 2024 March 2025 HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024
Slide 2: Presentation team
Presentation team John Wood Amit Gupta Agenda John Wood Amit Gupta Business overview and H1 FY25 highlights 3 Chief Executive Officer Chief Financial Officer John is an experienced and successful Amit is a Chartered Accountant with c.20 H1 FY25 results 7 CEO of private and public companies years of
Slide 3: Business overview and H1 FY25 highlights
Business overview and H1 FY25 highlights HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024 3
Slide 4: Gelion - Core technologies
Gelion - Core technologies The Sulfur Battery Company Integration Solutions 3rd party cells Lithium-Sulfur Silicon-Sulfur Solid State (Revenue in FY25) Initial markets EV Entry Expanded mass market Turn-key BESS projects 7 21 350 1400 4 12 Addressable market ($bn) 2024 2030 2024 2030 2024 2030 Aeros
Slide 5: Incubating non-core technologies targeting external funding
Incubating non-core technologies targeting external funding Incubation Zinc batteries Recycling • Match to market successfully completed • Successfully completed Phase 1 TDAP program • Continue to make progress on the development • Progressed to Phase 2 TDAP program - secured of Zinc Hybrid batterie
Slide 6: 2025 - a year of sulfur technology leadership and driving commercial success through integration efforts
2025 - a year of sulfur technology leadership and driving commercial success through integration efforts Cost efficiencies Advanced Commercial Incubate Zinc and Integration – Deliver FY25 Execute Strategic Demonstrate GEN 3 Recycling Grant funding Integration – Signed Solid-State Viability Recycling
Slide 7: H1 FY25 Half-Year Results
H1 FY25 Half-Year Results HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024
Slide 8: Summarised financial information
H1 FY241 Summarised financial Investment Notes H1 FY251 Unaudited £'000 Unaudited £'000 information Opportunity Other income 381 35 Key highlights ▪ Gelion PLC (listed on AIM Total Income 381 35 UK exchange, GELN). ▪ Continued improvement in Adjusted EBITDA loss (£0.3m (1,442) (1,482) Administrative
Slide 9: Focused cost management initiatives continue in FY25
Focused cost management initiatives continue in FY25 Largely stable cost base across H1 FY24 and H1 FY25 however further cost savings realised in H1 FY25 (on a like for like basis), demonstrating the effectiveness of cost control measures R&D expenses incl employees Business salaries Overheads Adjus
Slide 10: Additional cost savings measures of c. £0.5m implemented in January 2025
Additional cost savings measures of c. £0.5m implemented in January 2025 building on the £1.1m delivered between FY23 and FY24 $ Staff* Director’s fees Total cost savings1 c. £300,000 c. £100,000 since November 2023 - c. £1.6 million External services c. £100,000 1Including delivered cost savings fr
Slide 11: Strategy update
Strategy update HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024
Slide 12: Gelion – The Sulfur Battery Company
Gelion – The Sulfur Battery Company Lithium-sulfur and Lithium-silicon-sulfur cells for aerial & EV markets HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024 12
Slide 13: Gelion's Vision: Advanced Sulfur Cathodes
Gelion’s Vision Advanced Sulfur cathodes to underpin the next generation of batteries Future scale-up contemplates capital-light pathway to GWh manufacturing with Partners Advanced Sulfur Cathodes Lithium Silicon(Li) High Energy All Sulfur Long Cycle Life Sulfur Solid-State Super High Energy Lithium
Slide 14: Sulfur batteries are lighter, safer and more sustainable vs Li-Ion
Sulfur batteries are lighter, safer and more sustainable vs Li-Ion Double the gravimetric energy density (~400 Wh/kg) Gelion’s Li-S is targeting double the gravimetric energy density of current Li-ion batteries. Lower manufacturing CAPEX / OPEX Gelion sulfur batteries enable water-based processing a
Slide 15: Strong global IP across sulfur battery Components
Strong global IP across sulfur battery Components > 230 patents across the Sulfur battery value chain Broad applicability of current portfolio across all three of Gelion’s technological approaches Anode Applicability of patent families Cathode 19 46 Advanced Semi- Lithium-Sulfur Solid-State 44 paten
Slide 16: Gelion awarded £2.5m from Australian Government to co-fund ACPC
Gelion awarded £2.5m from Australian Government to co-fund ACPC Advanced Commercial Prototyping Centre (ACPC) will accelerate inhouse Lithium sulfur pouch manufacturing and customer testing, the key enabler for potential strategic partnerships Why is this important for Gelion? • ARENA (Australian Go
Slide 17: Strategic partnerships targets including potential investment
Strategic partnerships targets including potential investment Major Li-S collaboration Lithium-sulfur solid state collaboration discussions Discussions to unlock supply chain Silicon-sulfur JDA aimed at for sulfur, carbon and automotive industry Manufacturing Collaboration Australian Government £2.5
Slide 18: Summary and outlook
Summary and outlook HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024
Slide 19: Strong start to 2025 progressing towards technological and commercial success
Strong start to 2025 progressing towards technological and commercial success DELIVERED SINCE JANUARY 2025 Short/Medium Term Goals Prudent cost management Incubate - Zinc and Recycling Solid-State Viability Recycling Phase 2 and Prudent cost Booster Grant management Double the sales for the Integrat
Slide 20: Thank you
Thank you INFO@GELION.COM Icon Logo Description automatically generated Description automatically generated INFO@GELION.COM GELION.COM GELION.COM HALF YEAR RESULTS PRESENTATION FOR PERIOD ENDED 31 DECEMBER 2024