Plug Power, Inc. · NASDAQ:PLUG
Plug Power — Shareholder Meeting (June 2026)
15 slides from Plug Power's shareholder meeting presentation, Jun 11, 2026
Slide 1: Plug Power Annual Meeting
Copyright 2021, Plug Power Inc. Plug Power Annual Meeting Jose Luis Crespo, CEO and President June 11, 2026
Slide 2: Forward-looking statements
2 This presentation contains forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 . These forward - looking statements include, but are not limited to, statements regarding the Company’s expectations, beliefs, plans, projections, and anticipated res
Slide 3: The focus is clear: execution, financial position, shareholder value
The focus is clear – improve execution, strengthen the financial position, and deliver long - term shareholder value through disciplined profitable growth .
Slide 4: Strategic Priorities: Execution and Growth Targets
4 Material Handling Electrolyzers Hydrogen Plants Strategic Priorities: Exiting 2026 : EBITDAS Positive Exiting 2027 : Operating Income Positive Exiting 2028 : Overall Profitability Plug Doing Real Things: Business Focus YE 2025: Gross Margin Neutral Execution and Growth Targets
Slide 5: Project Quantum Leap: Operational Foundation for Sustainable Profitability
5 Project Quantum Leap: Operational Foundation for the Path to Sustainable Profitability Effort to streamline operations, reduce structural costs, and improve execution across the business , while supporting continued growth To Date: x Positive gross profit in Q4 2025 x Approximately 50% reduction i
Slide 6: Growth Remains a Central Priority
6 Growth Remains a Central Priority Three global trends are increasing demand for hydrogen solutions Energy Security & Independence Industrial Decarbonization Rising Power Demand
Slide 7: Pls
Pls Plug’s priority is to capture growth ina disciplined way—aligning applications and markets where we have proven capability, strong customer demand, and a clear path to returns.
Slide 8: GenDrive: Material Handling Value and Expansion
8 8 GenDrive : Material Handling Value and Expansion 74,000+ installed and 280+ locations TH1
Slide 9: GenEco Electrolyzer Project Execution
9 GenEco Electrolyzer Project Execution • 100 MW Galp Energia (Portugal) • 25 MW Iberdrola/BP (Spain) • 30 MW Carlton Power/Barrow Green (UK) ✓ Achieved FID ✓ First of Plug's 55 MW UK electrolyzer awards to move into execution Growth Pipeline • 275 MW FEED award with Hy2gen (Canada) • Allied Green A
Slide 10: Plug Hydrogen Plant Network
10 Plug Hydrogen Plant Network Georgia Live Capacity: 15TPD Louisiana Live Capacity: 15TPD Tennessee Live Capacity: 10TPD *”live capacity" refers to nameplate or designed capacity and not actual utilization
Slide 11: 2025 Performance Snapshot
2025 Performance Snapshot marked a commercial $710M+ Revenue ion point driven by Revenue exceeded cution and expectations Structura Positive Q4 Gross Margin imp. Achieved 2.4% gross margin 26.5% Lower Operating Cash Usage Significant year-over- year improvement Stronger Liquidity Entering 2026 from
Slide 12: Q1 2026 Performance Snapshot
uy Q1 2026 Performance Snapshot Revenue Increased 22% sexcrsver On track to achieve EBITDAS Positive in Q4 2026 agin et of priorities: Exceeded our expectations on revenue, delivered on our margin and EPS targets, and continue to strengthen our financial position $8 Billion Project Pipeline Across i
Slide 13: Strategic Priorities: Execution and Growth Targets
13 Material Handling Electrolyzers Hydrogen Plants Strategic Priorities: Exiting 2026 : EBITDAS Positive Exiting 2027 : Operating Income Positive Exiting 2028 : Overall Profitability Plug Doing Real Things: Business Focus YE 2025: Gross Margin Neutral Execution and Growth Targets
Slide 14: Hydrogen is Plug, and Plug is hydrogen.
©& Hydrogen is Plug, and Plug is hydrogen. Pls
Slide 15: Green Hydrogen at Work
Green Hydrogen at Work”