Dragonfly Energy Holdings Corp · NASDAQ:DFLI
Dragonfly Energy — Investor Presentation (August 2025)
18 slides from Dragonfly Energy's investor presentation, August 2025
Slide 1: Investor Presentation
Nasdaq: DFLI Investor Presentation August 2025
Slide 2: Legal Disclaimer
Legal Disclaimer This corporate presentation (this “Presentation”) has been prepared for use by Dragonfly Energy Holdings Corp. (“Dragonfly Energy” or the “Company”). This Presentation is for information purposes only and may not be reproduced or redistributed, in whole or in part, without the prior
Slide 3: Dragonfly Energy At a Glance
Dragonfly Energy At a Glance Established Commercial Leader in Energy Storage Dragonfly Energy develops lithium-ion battery systems for deep-cycle energy storage applications – not starting power for automobiles. $350M+ 400,000+ Revenue generated Lithium-Ion 2020 Through Q2 2025 batteries sold Domest
Slide 4: Key OEM & Industrial Customers
Dragonfly Energy At a Glance Key Original Equipment Manufacturer ("OEM") & Industrial Customers 4
Slide 5: Dragonfly Energy: Investment Highlights
Dragonfly Energy: Investment Highlights Commercial Leader in Deep Cycle Lithium-Ion Energy Storage With over 400,000 batteries sold since 2020, Dragonfly is a leader in deep-cycle lithium energy storage solutions built for sustained power applications. Our purpose-built approach differentiates us fr
Slide 6: Purpose Built for Deep Cycle Energy Storage
Purpose Built for Deep Cycle Energy Storage We target applications that require reliable, long-duration energy storage, not propulsion for automotive starting power Industry Use Case RV/Marine Powering appliances, HVAC, and electronics Energy Storage Deep-Cycle Powering hotel loads with all-electric
Slide 7: LiFePo4: A Leading Choice For Deep Cycle Energy Storage
LiFePo4: A Leading Choice For Deep Cycle Energy Storage Compared to traditional lead-acid batteries, Lithium Iron Phosphate (LiFePO4) delivers superior performance for applications requiring dependable, long-term energy storage Performance Advantages Safety & Environmental Benefits Superior Lifespan
Slide 8: Delivering Complete Energy Storage Systems, Not Just Batteries
Delivering Complete Energy Storage Systems, Not Just Batteries Battery Pack Design & Assembly System Integration Technology & Innovation Our 400,000 sq. ft. facility in Reno, NV We integrate our batteries and components Dragonfly leverages R&D to bridge the allows us to design, build, and test batte
Slide 9: Significant Growth Opportunities Across Key Sectors
Significant Growth Opportunities Across Key Sectors Strategically positioned within high-value markets aligned with energy independence trends Industry Market Sizes Today $1.7BN (1) $1.2BN (2) $53.9BN (2) Leisure Heavy-Duty Trucking Industrial & Remote Power (RV, Marine, Off-Grid) (All-Electric APUs
Slide 10: Leading Position in the Large & Growing RV Industry
Leading Position in the Large & Growing RV Industry Dragonfly Energy is a lithium energy storage leader in the RV market, with Battle Born batteries factory-installed across major RV manufacturers and trusted by thousands of customers. 1 in Every 13 U.S. Households Owns an RV — and Millions More Are
Slide 11: Strategic Expansion into Heavy-Duty Trucking
Strategic Expansion into Heavy-Duty Trucking Dragonfly Energy is actively penetrating the heavy-duty trucking market, with battery powered anti-idling solutions (Including All-Electric Auxiliary Power Units (APU)) already in commercial operation and pilot programs active across North America. In the
Slide 12: Competitive Edge In Industrial Power Markets
Competitive Edge In Industrial Power Markets Dragonfly Energy’s lithium batteries offer safe, scalable, and maintenance-free alternatives to lead- acid in remote and regulated industrial environments. Solar Integration Utility Oil and Gas Strategic Partnership with a Major Strategic Partnerships Wit
Slide 13: Proven Growth Strategy – Direct to Consumer Drives OEM Adoption
Proven Growth Strategy – Direct to Consumer (“DTC”) Drives OEM Adoption Scalable market entry playbook Direct-to-Consumer OEM Partnership Dual Channel Foundation Development Expansion Build brand credibility and Leverage consumer brand to Maintain retail presence while product validation drive manuf
Slide 14: Dragonfly Energy's Patent Portfolio Provides a Competitive Advantage
Dragonfly Energy’s Patent Portfolio Provides a Competitive Advantage 90+ Granted, Filed & Pending Patents 30+ Patents Issued in the United States 12 Countries with Dragonfly Energy Patents 4 Continents with Dragonfly Energy Patents Dragonfly Energy’s significant IP moat surrounding its battery chemi
Slide 15: Proprietary Dry Electrode Battery Manufacturing Technology in Development
Proprietary Dry Electrode Battery Manufacturing Technology in Development Scalable, Clean, and Cost-Efficient 0kg 9% 25% PFAS-Free Toxic Solvent Lower Total Less Energy Ability To Produce Required CO2 Footprint Product Process Electrodes Without the Use of Forever Chemicals (PFAS) Chemistry Agnostic
Slide 16: Future Upside. Dragonfly Energy's Unique Approach to Solid-State Cells
Future Upside. Dragonfly Energy’s Unique Approach to Solid-State Cells Non-Flammable Battery Cells Solid-state technology eliminates flammable liquid electrolytes, creating safer and more reliable energy storage solutions. Dragonfly's proprietary dry electrode process provides a unique manufacturing
Slide 17: Financials
Financials Quarterly Revenue Growth 2Q25 Net Sales Growth of (In Millions) 23% Year over Year to $16.2M +23% YoY Targeting Adj. EBITDA Breakeven by 4Q25 -32% YoY +7% YoY -34% YoY -20% YoY +17% YoY Progress supported by year-to-date corporate initiatives. Debt Restructuring Successfully restructured
Slide 18: Summary
Summary Established, Revenue-Generating Commercial Business Over $350M in cumulative revenue since 2021 with strong brand presence in RV, Marine, and Off-Grid markets. Expanding into Large, Growing Sectors Strategic expansion into Heavy-Duty Trucking, Oil & Gas, Industrial, and Residential Storage –
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