Polar Power, Inc. · NASDAQ:POLA
Polar Power — Investor Presentation (April 2025)
31 slides from Polar Power's investor presentation, April 2025
Slide 1: Investor Presentation
INVESTOR PRESENTATION NASDAQ: POLA April 2025
Slide 2: Safe Harbor
Safe Harbor The following discussion, in addition to the other information contained in this presentation, should be considered carefully in evaluating our prospects. This presentation (including without limitation the following factors that may affect operating results) contains forward-looking sta
Slide 3: Company Overview
Helicopter Access only site with Polar propane generators Company Overview Since 1979 Polar Power continues to deliver technology that changes the production, storage, consumption, and environmental impact of power generation. • Starting with an evaluation of the customer’s application needs, our “c
Slide 4: Diversified Markets and Customer Base-One Platform Numerous Applications
Diversified Markets and Customer Base-One Platform Numerous Applications Telecom Industrial . Backup + Prime Power UPS + Prime Power, Data Centers Each Tier 1 account can provide over $20M in annual Battery Systems, Cogeneration (CHP) revenues for Polar alone. Series Hybrid Electric Drives for Robot
Slide 5: Markets We Serve
Markets We Serve TELECOM MILITARY OTHERS Backlog 12.31.2024 Other 3% Marine 6% Military 35% Telecom 56% Year 2024 US 87% International 13% NASDAQ: POLA 5
Slide 6: Key Differentiators and Customer Value Proposition
Key Differentiators and Customer Value Proposition ALL Polar Power Technology Platforms feature: • High fuel efficiency Why DC generator and not AC? Because solar PV, • Low acoustic noise batteries, fuel cells, and most electronics are all • Very compact and light weight DC devices and our DC genera
Slide 7: Income Statement
Income Statement Quarterly Financial Update: (In thousands, except per share data) Full Year Ended Dec. 31, • Revenue decreased 9% y-o-y. We saw 2024 2023 significant volatility in revenue primarily from Net Sales $13,970 $15,293 our largest telecom customer. Cost of Sales (includes inventory write-
Slide 8: Investment Highlights
Investment Highlights First-mover advantage in emerging 50 kW DC clean Technology Leader fuel prime power systems into nano grid, telecom, EV charging Backup generator power alone represents $650 Large, growing markets Million/year opportunity Valuation at 12/31/2024 Enterprise Value of Approximatel
Slide 9: Key Financial Information
Key Financial Information: Stock Symbol NASDAQ: POLA Stock Price $2.44 (as of 4/1/2025) Shares Outstanding 2,511,532 (as of 4/1/2025) Market Capitalization (4/1/2025) $6.2M Total Liquidity Cash and Available Credit $1.1 M (12/31/2024) Debt – Line of Credit (12/31/2024) $4.8 M Enterprise Value (12/31
Slide 10: Vertical Integration and Global Presence
Vertical Integration and Global Presence • 70,000 square feet of vertically integrated manufacturing facility, Gardena, CA, with additional 20,000 sq ft warehousing facility: ⎼ Current configuration has capacity to support $50 million-plus in total annual revenues POLAR POWER ⎼ $4.5 million in advan
Slide 11: Telecom Generator Market
Telecom Generator Market • U.S has total of 424,960 telecom towers out of 6.9 million sites worldwide, approx. 5.4% (not including the controls, energy storage, maintenance dollar opportunities). • Globally the backup market is now addressing increasing energy demand, more frequent and longer power
Slide 12: Natural Gas/LPG Hybrid Power - Telecom
Natural Gas/LPG Hybrid Power - Telecom • USA and other countries are making broadband services available in rural areas, and Polar’s Hybrid power systems lowers the sites operational costs. • Worldwide telecommunications consumes diesel fuel in tens of billions of liters of every year. Creating sign
Slide 13: EV 27 kW Mobile Car Charger
EV 27 kW Mobile Car Charger • Polar has sold Mobile EV Chargers to Chrysler/Fiat, Ford, Bosh, Volkswagen and Mazda. • Polar projects the need for Mobile chargers for “AAA” type road service is 1 to 2 years into the future. Its faster and lower cost to charge the EV in the field than to transport the
Slide 14: Solar Hybrid Power Systems-The Future of Nano / Micro Grids / Distributed Power generation
Solar Hybrid Power Systems-The Future of Nano / Micro Grids / Distributed Power generation Polar’s proposed hybrid energy systems for residential and commercial applications combines DC generation with energy from the electric utility (if available), natural gas / LPG company, and solar PV to provid
Slide 15: Innovating Power Generation- A Better Technology Platform
Innovating Power Generation- A Better Technology Platform • The Toyota series of prime power engines in combination with Polar’s • Most applications for power generation will require an engine and alternator. Increasing the efficiency alternators provides the performance necessary to make nano grids
Slide 16: Growth Strategy - Diversification
Growth Strategy - Diversification 2023 Sales Industrial Other Domestic Strategic Overview 3.3% 3.3% • Further develop the Tier 2 / 3 wireless phone companies, there are more Military that 200 companies in the USA mostly serving the last mile. 6.7% • Expand field services and commissioning • Expand m
Slide 17: Key Management
Key Management ARTHUR D. SAMS CEO and President • Since 1979, President, Chief Executive Officer and Chairman. • 45 years experience in engineering, machinery, sales, marketing, project manager & CTO and President roles, consulting to the U.S. Department of Defense and U.S. Department of Energy, and
Slide 18: Investor & Media Inquiries
Investor & Media Inquiries Company Website: Email: ir@polarpowerinc.com www.polarpower.com NASDAQ: POLA Website: ir.polarpower.com
Slide 19: Markets
MARKETS
Slide 20: Company History
Company History Contracts for power Introduced DC Polar Power is launched generators and hybrid with the introduction of systems – US Navy, US Army, Hughes, Martin solar systems for solar powered vaccine telecom and off grid refrigerators for cold chain Marietta, NASA, Aramco markets. ATT, Bell in r
Slide 21: Solar Hybrid Power System
Solar Hybrid Power System • Most homes will not be able to fast charge EVs due to limited electric service; an LPG or natural gas DC generator provides fast charging and if the engine’s waste heat utilized, this system can offer a lower carbon footprint than most electric utilities. • As the climate
Slide 22: Solar Hybrid Applications
Solar Hybrid Applications • There are many applications that run the AC generator 24 hours a day without using solar this presents a huge consumption of diesel. And other applications the AC generator is run for a limited time each day powering the load while charging a battery, eventually shutting
Slide 23: Specialty Hybrid Vehicles
Specialty Hybrid Vehicles Installed on this vehicle is the Polar 8340P- 40415 generator with output power of 20 kW at 320 VDC nominal. Crew have the option of operating all electric in stealth mode then switching over to the Polar DC generator for long range cruising. In this application Polar Power
Slide 24: Marine Hybrid Electric
Marine Hybrid Electric Saving energy while making recreation safer and more pleasurable • Series hybrid electric propulsion • Powering air-conditioning, communications, water-makers, autopilots and other electrical appliances Oshkosh Firefighting Vehicle A Polar DC 5.5 kW DC auxiliary power unit (AP
Slide 25: Military
Military Seen here is a rugged 6×6 load-carrier (Mule) for dismounted infantry. Closely matching the mobility of infantry, the Hunter WOLF can traverse narrow trails, steep slopes, and dense jungles. Using only internal fuel, the vehicle has a 100 km (60 mile) range and 72- hour endurance. The vehic
Slide 26: Mobile Solar Hybrid SUSS Trailer
Mobile Solar Hybrid SUSS Trailer Small Unit Sustainment System, or SUSS, provides temporary power for shelters, communications, oil and mining work camps, and military expeditions. Enables emergency service teams and first responders to quickly set up a command center or emergency shelter in time-cr
Slide 27: Comparison Diesel LPG
Comparison Diesel LPG • Rapidly changing emission standards reduce engine availability to OEM’s and ✓ Environmentally Clean Fuel, rarely effected by change in environmental increases engine cost regulations ENVIRONMENTAL • Strict emission controls is increasing Diesel engine complexity thereby reduc
Slide 28: Vertical Integration Provides Competitive Edge
Vertical Integration Provides Competitive Edge Manufacturing Design, R&D ▪ Fabrication, machining, and Welding ▪ Proprietary Alternator Design ▪ Motor Winding and Testing ▪ Proprietary Control Systems ▪ Electronics and Harness R&D, Design ▪ Lithium Battery Management Sys ▪ Semi-Automated Machines En
Slide 29: DC Power Market Trends
DC Power Market Trends • Continued expansion of telecom infrastructure globally, especially in all rural areas, including the USA. DC Power systems for RV, Marine, Off Grid • As diesel fuel costs rise along with the theft of diesel the migration to LPG Housing increasing user comfort at lower and na
Slide 30: Natural Gas/LPG Hybrid Power
Natural Gas/LPG Hybrid Power • Natural gas and LPG globally available in abundance and most regions lower cost than diesel • Hybrid power combining dc generator, battery storage and solar power to provide 24/7 energy for remote locations • Lowest emissions with 24/7 power solar power and combination
Slide 31: 5G Market Outlook
5G Market Outlook POWER CONSUMPTION • Higher power needs – 5G technology is 3 times more 4G- 300 Mbps VIDEOS, VOIP, PER SITE IN KW POWER energy efficient, but transfers 16 times more data, thereby STREAMING KW, 25 increasing power needs by 1.7 times kW POWER • High growth – 5G impacts cable tv and l