Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — H.C. Wainwright Investor Conference 2025
20 slides from Airjoule Technologies's conference presentation, Sep 8, 2025
Slide 1: AirJoule Technologies Corporation
AirJoule Technologies Corporation Nasdaq: AIRJ https://airjouletech.com H.C. Wainwright Investor Conference September 8, 2025
Slide 2: Disclaimers
DISCLAIMERS Forward Looking Statements The information in this presentation includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of
Slide 3: Presenters
PRESENTERS Bryan Barton Chief Commercialization Officer Stephen Pang Chief Financial Officer Tom Divine VP Investor Relations & Finance AirJoule Technologies | September 2025 Slide 3
Slide 4: Purpose and Vision: The Power of Water from Air
Purpose: THE POWER OF WATER FROM AIR Freeing the world of its water and energy constraints by delivering groundbreaking sorption technologies. Vision: AirJoule® is the leading technology platform that unleashes the power of water from air.
Slide 5: AirJoule separates water from air with unprecedented efficiency
AirJoule® separates water Dehumidified Air from air with unprecedented efficiency Ambient Air PFAS-free, Distilled Water Applications Target Industries Key Investors / Partners Water production Data centers Power generation Moisture recapture Manufacturing Dehumidification Military Cooling efficienc
Slide 6: Market Opportunities
MARKET OPPORTUNITIES AIRJOULE’S SUPERIOR PERFORMANCE UNLOCKS A VAST ARRAY OF MARKET OPPORTUNITIES (ESTIMATED AT $450 BILLION) Data Center Waste Heat & Distributed Water Advanced Manufacturing Heating, Ventilation, and Air Cooling Generation [placeholder] Conditioning ~$20 billion market ~$60 billion
Slide 7: AirJoule Performance vs Competition
AIRJOULE PERFORMANCE VS COMPETITION AIRJOULE®’S LEADING ENERGETICS RESULT IN GREATER CUSTOMER VALUE AND SHORT PAYBACK PERIODS $0.20 2,000 Moisture Removal Efficiency (watt-hour per liter) $0.18 1,800 Desiccant Wheel (Used to achieve ultra low humidity $0.16 for industrial applications) 1,600 Cost pe
Slide 8: AirJoule Platform Supports Differentiated Products
AIRJOULE® PLATFORM SUPPORTS DIFFERENTIATED PRODUCTS CORE TECHNOLOGY SUPPORTS ROBUST PIPELINE OF PRODUCTS WITH MINIMAL DESIGN DIFFERENCES A250TM A1000TM Water Generator Next Gen HVAC Systems Projects Underway Preparing for 2026 Projects Future Product Dehumidification and Water Waste Heat to Water “C
Slide 9: AirJoule A250 Dehumidifier
AIRJOULE® A250TM DEHUMIDIFIER AirJoule® Incumbent Desiccant Incumbent Dehumidifier AirJoule® A250TM Dehumidification Prototype CFM 600 same Moisture removal 16 lbs/hr (~7LPH) same Outlet Air 85F, 30%RH 35% RH (In: 75F 50% RH) MRE (Wh/L) 2,100 Wh/L 400 Wh/L (including fans) Released as water Captured
Slide 10: AirJoule A1000 Water Generator
AIRJOULE® A1000TM WATER GENERATOR AirJoule® A1000TM captures low-grade waste heat and produces distilled water onsite at data centers and other industrial sites Co-located Power & Water Modular configuration to scale as needed • 100 MW data center could utilize 1,000 AirJoule® A1000TM systems Source
Slide 11: Rapid Commercialization by Leveraging Partnerships
RAPID COMMERCIALIZATION BY LEVERAGING PARTNERSHIPS 2020 – 2021 2022 - 2024 2025+ Joint Development Agreement with A250TM and A1000TM pre-production BASF for MOF supply systems for customer demonstrations in Licensed concept for “self-regenerating 2025 to drive commercial sales in 2026 pressure swing
Slide 12: Field Deployments Demonstrate AirJoule Capabilities
FIELD DEPLOYMENTS DEMONSTRATE AIRJOULE® CAPABILITIES 2025 PROJECTS LAY FOUNDATION FOR COMMERCIAL SALES IN 2026 Dubai – Government Research Facility (Feb 2025) Hubbard, TX – Waste Heat to Water (Sept 2025) AirJoule® system operating in Dubai to showcase • AirJoule® project to demonstrate waste heat t
Slide 13: Investment Highlights
INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY AirJoule® uses Waste Heat to Produce Pure Distilled Water from Air LARGE ADDRESSABLE MARKET Water and Energy Efficiency GLOBAL PARTNERSHIPS IN PLACE ENERGETICS DRIVE CUSTOMER RETURNS Targeted Paybacks of Less than 4 Years AirJoule Technologies | Sept
Slide 14: Recent Highlights
RECENT HIGHLIGHTS Strategic • MOU with developer of hyperscale data centers to integrate AirJoule waste- Collaborations to heat to water technology into data center designs Advance AirJoule® Commercialization • Strategic project on waste heat to water with GE Vernova • Project to demonstrate waste h
Slide 15: Recent Highlights (Cont.)
RECENT HIGHLIGHTS (CONT.) • A250TM product for industrial dehumidification (high value storage, food and Progressing the beverage, anti-corrosion, etc) AirJoule® Product Roadmap • AirJoule® serves as a technology platform to support differentiated products for water generation and dehumidification E
Slide 16: How AirJoule Works
HOW AIRJOULE® WORKS AirJoule® Process Description AirJoule® Process Diagram Air is drawn through proprietary sorbent-coated 1 contactors, and water vapor is captured WASTE HEAT 5 DRY AIR Once sorbent is full of water vapor, chamber doors 2 close and vacuum is applied 1 AMBIENT AIR Under vacuum, wast
Slide 17: Waste Heat Recovery Is an Untapped Resource
WASTE HEAT RECOVERY IS AN UNTAPPED RESOURCE AIRJOULE® UTILIZES LOW-GRADE WASTE HEAT TO EXTRACT MOISTURE FROM AMBIENT AIR Massive amount of wasted heat in nearly every market vertical Energy Used ▪ Power generation and heavy industrial activities release large amounts of waste heat Energy Lost / Wast
Slide 18: AirJoule Technologies – Board of Directors
AIRJOULE TECHNOLOGIES – BOARD OF DIRECTORS ACCOMPLISHED BOARD WITH DIVERSE AREAS OF EXPERTISE Pat Eilers, Ajay Agrawal Max Baucus Matt Jore Executive Chairman Chief Business Development Officer Former US Senator & Founder & CEO Founder & Managing Partner Carrier Global Corporation Ambassador to Chin
Slide 19: AirJoule Technologies – Company Leadership
AIRJOULE TECHNOLOGIES – COMPANY LEADERSHIP EXPERIENCED TEAM WITH A STRONG TRACK RECORD Pat Eilers Matt Jore Stephen Chad Bryan Executive Founder & Pang MacDonald Barton Chairman CEO CFO CLO CCO • Founder & Managing • Over 30 years of • Over 20 years of capital • Over 15 years of ▪ Technology and Par
Slide 20: Financial Results
FINANCIAL RESULTS $ in millions Q1 2025 Q2 2025 AirJoule Technologies (AIRJ) Operating expenses, gross $(3.7) $(4.7) • Net operating expenses of $4.2 million in SOW expense reduction 0.5) 0.5 Q2 2025 Operating profit / (loss) $(3.2) $(4.2) • Includes $0.5 million in expense reduction from AirJoule J
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