Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — Canaccord Genuity 45th Annual Growth Conference (August 2025)
16 slides from Airjoule Technologies's conference presentation, Aug 12, 2025
Slide 1: AirJoule Technologies Corporation
THE POWER OF WATER FROM AIR AirJoule Technologies Corporation Canaccord Genuity 45th Annual Growth Conference August 12, 2025 Nasdaq: AIRJ https://airjouletech.com
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: Purpose and Vision
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 4: 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 5: 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 6: 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 7: Data Center Market
DATA CENTER MARKET FAST GROWING DATA CENTER MARKET PROVIDES MASSIVE REVENUE POTENTIAL Projected Data Center Growth 90 78 80 Data center growth is 74 76 accompanied by increased 72 69 70 demand for water, which is 65 a constraint in arid 62 60 environments 58 53 A1000TM systems in a modular configura
Slide 8: 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 Modular configuration to scale as needed Co-located Power & Water • 100 MW data center could utilize 1,000 AirJoule® A1000TM systems Source
Slide 9: Rapid Commercialization by Leveraging Partnerships
RAPID COMMERCIALIZATION BY LEVERAGING PARTNERSHIPS 2020 – 2021 2022 - 2024 2025+ Joint Development Agreement with 1,000 liter per day preproduction unit for BASF for MOF supply industrial customer demonstrations in Licensed concept for “self-regenerating 2025 to drive commercial sales in 2026 pressu
Slide 10: Recent Developments
RECENT DEVELOPMENTS MOU with data center developer on AirJoule® Completed $15 million private placement integration • Evaluate opportunities to • Investors included GE Vernova, along with new integrate AirJoule® into data institutional investors and existing investors center designs and create a sus
Slide 11: 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 THE POWER OF WATER FROM AIR
Slide 12: 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 13: 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 14: 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 15: 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 16: Financial Results
FINANCIAL RESULTS $ in millions Q1 2025(1) AirJoule Technologies (AIRJ) Operating expenses, gross $(3.7) • Net operating expenses of $3.2 million in SOW expense reduction 0.5) Q1 2025 Operating profit / (loss) $(3.2) • Includes $0.5 million in expense Other income / (loss) 18.7) reduction from AirJo
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