Cbak Energy Technology, Inc. · NASDAQ:CBAT
Cbak Energy Technology — Q3 2025 Earnings Presentation
17 slides from Cbak Energy Technology's earnings presentation, Nov 10, 2025
Slide 1: CBAK Energy Technology, Inc. Investor Presentation
(NASDAQ: CBAT) CBAK Energy Technology, Inc. Investor Presentation November 2025 ©2025 CBAK. All Rights Reserved. The First Chinese Li-ion Battery Manufacturer Listed in NASDAQ
Slide 2: Disclaimer
Disclaimer Powering a Sustainable Life with Electricity Disclaimers and Other Important Information This presentation (the “Presentation”) about CBAK Energy Technology, Inc. (the “Company” or “CBAK”) is dated as of March 2021. It is information in a summary form and does not purport to be complete
Slide 3: Milestones
Milestones Powering a Sustainable Life with Electricity 2006 2008 2013-2018 Became Top 3 battery maker in China and the first Chinese battery maker to get Initiated China's first Strategic Partnerships with listed on NASDAQ research project on the Dongfeng Motor, China FAW application of lithium Gro
Slide 4: Milestones
Milestones Powering a Sustainable Life with Electricity 2018 2021 2024 - 2025 Announced collaboration with Ather Energy, Top5 two-wheeler maker in India, with Model 32140, Shift of focus on Acquisition of Hitrans, a NCM entering Indian market home energy storage cathode material and precursor sector
Slide 5: Overview of Production Capacity and Domestic Expansion
Overview of Production Capacity and Domestic Expansion Powering a Sustainable Life with Electricity Dalian Branch Focus on producing Model 26650 & 26700 (supported by Shangqiu branch) LFP cells Upgarde the production line for Model 40135 large cylindrical cells in 3Q2025 Three production lines
Slide 6: Overview of Production Capacity and Domestic Expansion
Overview of Production Capacity and Domestic Expansion Powering a Sustainable Life with Electricity Nanjing Branch Phase 1: Focus on manufacturing Model 32140 large cylindrical cells Two production lines with a capacity of 1.3GWh (both lines for lithium-ion batteries), or 0.6GWh with one line fo
Slide 7: Product Matrix: Model 26650 & 26700 LFP Cylindrical Cells
Product Matrix Powering a Sustainable Life with Electricity Model 26650 & 26700 LFP Cylindrical Cells Mostly used in Home Energy Storage The most mature and stable products since 2006 Powered home energy storage units in Europe since 2018 with zero customer complaints ©2025 CBAK. All Rights Rese
Slide 8: Product Matrix: Model 32140 Battery
Product Matrix Powering a Sustainable Life with Electricity Model 32140 Battery Large Cylindrical Cells for Light Electric Vehicles and Portable Power Supplies - Higher capacity and lower costs Full-tab technology that has lower internal resistance and higher C-rate Powered portable power supply
Slide 9: Product Matrix
Product Matrix Powering a Sustainable Life with Electricity Model 40135 Battery Model 46950 Battery (In development) Another option for Home Energy Storage and Advanced technology for EVs Portable Power Supply About 5 times the capacity of Model 26650, Sample production is anticipated to 15% hig
Slide 10: Global Capacity Deployment to Avoid Geopolitical Risks
Global Capacity Deployment to Avoid Geopolitical Risks Powering a Sustainable Life with Electricity Short-Term(1-2 Years) Potential Tech Licensing with Asia's Top Company We are negotiating potential technology licensing to one of the biggest companies in Asia to potentially supply cells outside C
Slide 11: Solid Client Base to Support Expansion
Solid Client Base to Support Expansion Powering a Sustainable Life with Electricity Solid Client Base An exceptional degree of consistency in providing high quality products enables us to build a solid global client base (Displaying Clients We Publicly Disclosed Only) Light Electric Vehicles Portabl
Slide 12: Growth in Net Revenues
Growth in Net Revenues Powering a Sustainable Life with Electricity 2025 First Nine Proportion of Net Revenues From Battery Net Revenues From Battery Business Months Battery Business on Applications (2021 vs 2024) (USD) Business Million USD Electric Vehicles 736,929 0.54% 40% 133 137 160 140 120 171
Slide 13: Strong Profitability
Strong Profitability Powering a Sustainable Life with Electricity Gross Margin From Battery Business (%) Net Income From Battery Business (2023 vs 2024) 40% 35% 31.5% 20 19.43 30% 14 25% 15 20% 15.5% Million（USD) 10 15% 9.7% 10% 7.2% 7.3% 5 5% 2.8% 0% 0 FY19 FY20 FY21 FY22 FY23 FY24 2023 2024 Compar
Slide 14: Drivers to Strong Profitability
Drivers to Strong Profitability Powering a Sustainable Life with Electricity The Comprehensive Edge of Our Battery Products Market Leadership: We are one of the pioneers to manufacture large cylindrical cells using Model 32140 and the earliest company to produce small cylindrical cells, Model 26650.
Slide 15: Drivers to Strong Profitability
Drivers to Strong Profitability Powering a Sustainable Life with Electricity The Comprehensive Edge of Our Battery Products Safety and Reliability: We focus on cylindrical cells in steel case (in comparison to aluminium case by our competitors), utilizing a nano-LFP + small-particle graphite materia
Slide 16: Operational Landscape in 2025
Operational Landscape in 2025 Powering a Sustainable Life with Electricity Forecasted Production Capacity for Battery Segment Dalian Branch Nanjing Branch 2025 Expansion: 2.3 GWh (40135 cells) 2025 Expansion: 3.0 GWh (32140 cells) Total Capacity: 3.3 GWh Total Capacity: 4.3 GWh Sales Forecast for Ba
Slide 17: T / 025-57878089 W / www.cbak.com.cn
T / 025-57878089 The information contained in this presentation is confidential and proprietary to CBAK, all rights W / www.cbak.com.cn reserved.
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