Slide 1: Investor presentation
Investor presentation August 31st, 2022
Slide 2: Disclaimer
DISCLAIMER The information included under this presentation (the “Presentation”) is for informational purposes only and does not constitute or form any part of any offer to purchase securities and/or an invitation to make offers for their purchase or solicitation of any of the above regarding any se
Slide 3: Today's Call
TODAY’S CALL 1 2 3 Our solutions address Expanding our Q2 2022 the world’s most critical product portfolio Key Financial highlights energy needs Introducing additional Products in the pipeline 3 3 3
Slide 4: Augwind's solutions address the world's most critical needs
Today, more than ever Augwind's solutions address the world’s most critical needs: 1 Achieving energy efficiency 2 Reducing carbon footprint 4
Slide 5: Soaring energy prices enhance the value of Augwind's solutions
Soaring energy prices enhance the value of Augwind’s solutions Source: Statista 2022 5
Slide 6: Augwind's current solutions
Augwind’s current solutions $30B (1) $1B (2) TAM TAM AirSmart AirBattery Streamlining compressor utilization Novel energy storage system for industrial applications based solely on air and water Enabling operational Enabling a global shift to continuity and efficiencies renewable energy (1) Company’
Slide 7: AirSmart - proven energy savings
AirSmart - proven energy savings 35% Cost saving customer in the plastic industry 15% Cost saving customer in the plastic industry 17% Cost saving Chemical & customer in the Steel Cement Plastic Glass Paper & Pulp Automotive Food & Beverages Petroleum metal industry 7
Slide 8: Another project successfully built in Q2-22
Another project successfully built in Q2-22 Client Tempo Beverages (top Israeli manufacturer, part of Heineken group) Location Netanya Industrial Park, Israel AirX Tanks 3 tank, Max pressure 40 bar Expected operation Sep. 2022 Augwind income NIS 2mil. Expected energy savings 30% 8
Slide 9: Customer logos
Tempo Iscar A Tnuva Beverages Metalworks Food & Diary Nesher Shalem Packaging Strauss Cement Plastics Food & Diary MOD Iscar B Nilit Defense Metalworks Textile 9
Slide 10: AirBattery strategic pillars for global commercial success
AirBattery strategic pillars for global commercial success Enhance local capabilities, globally Initiate strategic partnerships to support globalization plan and enhance capabilities Deploy & scale up Scale up the system to a full commercial scale. Identify and focus on AirBattery's strongest use-ca
Slide 11: Scale-up and Technology roadmap
Scale-up and Technology roadmap PHASE 1 PHASE 2 PHASE 2A PHASE 3 PHASE 4 POC Pilot testing facility RTE proof Commercial scale Commercial scale Yakum Yahel Small scale demonstration demonstration Halutz Rotem / behind the meter Israel/ International projects 10kWh 1MWh 1-5 MWh 5-10 MWh 5-50 MWh Equi
Slide 12: IEC AirBattery schedule delayed
IEC AirBattery schedule delayed Original schedule MOU signed Detailed Design Permitting Construction agreement 12/21 6/22 12/22 12/23 6/24 RTE PROOF Delayed Hanita Equipment 29.8.22 מחברת החשמל נמסר כי "אגירת אנרגיה חשובה וקריטית ל
Slide 13: Halutz Rotem AirBattery project
Halutz Rotem AirBattery project Estimated schedule: Tender award Contract Design & Construction negotiations Permitting 12/21 6/22 12/22 12/23 6/24 Project details: Location Dimona, Israel PV Solar field 5 MWp Energy storage capacity 10 MWh Feed-in tariff: US5.3 cent / KWh (in NIS) PPA expiration 20
Slide 14: Lithium: Major Demand/Supply Challenges Ahead
Lithium: Major Demand/Supply Challenges Ahead Shortages are expected through 2035 due to growing demand and Supply Chain Vulnerabilities Forecasted global lithium supply and 5-year Lithium price demand in million tons LCE 4.6 2.9 1.4 0.4 2020 2025 2030 2035 2018 2019 2020 2021 2022 Demand Mines in o
Slide 15: Expanding our product portfolio
Expanding our product portfolio Use-cases for a variety of sectors: Energy, oil and gas, industry, etc. Introducing under development three additional lines of products based on Augwind’s core Address the world’s most critical needs Achieving energy efficiency technology and reducing carbon footprin
Slide 16: Augwind's Core technology
Isothermal Augwind’s Core technology charging process 18 13 patents pending patents AirBattery Underground storage Isothermal of high-pressure discharging air/gas process 16
Slide 17: Water-compressor
Water-compressor Using water to compress air to high-pressure for industrial use The Need Augwind’s Water Total Addressable Compressor Market Most industrial plants use high- pressure air for pneumatic and other processes The challenge Isothermal air compression $ 32B $ 43 B Producing compressed air
Slide 18: NG-2-H
NG-2-H Generating hydro-electricity at minimal cost from natural gas pressure reduction stations The Need Product roadmap NG-2-H How to produce low-cost electricity 2022 Adjusting Augwind’s Natural Gas (HP) with low carbon footprint existing technology to natural gas environment I sothermal discharg
Slide 19: Cavern-AirBattery (CAB)
Cavern-AirBattery (CAB) Achieving low-cost seasonal energy storage by compressing air into existing underground caverns The Need Augwind’s CAB Go to Market Strategy Long durat ion/seasonal energy storage. Identify available Underground underground caverns in storage of high- relevant target markets
Slide 20: Augwind is expanding its product portfolio
Augwind is expanding its product portfolio AirSmart AirBattery Additional lines of products 20
Slide 21: Key Financial Results – Q2.2022 (ILS Thousands)
Key Financial Results – Q2.2022 (ILS Thousands) Profit & Loss Balance Sheet Q2.22 A Q2.21 A 30/06/2022 31/12/2021 Revenue 797 407 Cash & Cash equivalents 19,863 6,667 COGS (1,199) (134) Short-term deposits 90,693 130,618 Gross Profit (Loss) (402) 273 Trade receivables 1,722 3,479 R&D expenses (8,539
Slide 22: Thank You
Thank You Harnessing the elements for a clean future 22