Ampeak Energy Limited · LSE:AMP
Ampeak Energy — Investor Day (November 2025)
12 slides from Ampeak Energy's investor day presentation, Nov 4, 2025
Slide 1: Investor Day November 2025
+ Investor Day INN) Ie IN I November 2025 E
Slide 2: Our Vision and Our Strategy
Duncan Black Graham Reid Simon Hirst David Taaffe Chairman CEO CFO COO Our Vision Our Strategy To develop, own and operate Develop and build over 4.3GWh of Battery Storage sustainable energy projects for the capacity at our existing major sites. Apply our expertise benefit of our shareholders and ou
Slide 3: Intro…
We are developing a 4.3GWh portfolio of battery Storage projects with an enterprise value, when operational, of over £1 billion based on recent market valuations (HEIT by Foresight Group, £430k/MWh). This is being delivered by a lean team and a Intro… market cap of c.£17m. We intend to maintain a ma
Slide 4: Our sites
Our sites USKMOUTH SUSTAINABLE ENERGY PARK: One of the UK’s leading Battery Storage sites CAITHNESS: Where Tidal meets Battery OPPORTUNITIES TO GROW OUR PIPELINE: The de-risking and learning is done – we can now rapidly fund and build 10 times the capacity of AW1 before 2030. We are also originating
Slide 5: Our Projects
Our Projects Maximum Project Location Consented COD Distributions p.a. Enterprise value Capacity MWh Date 2-hour system Expansion Potential* 2-hour system Expansion Potential* UES Expansion (3rd Uskmouth n/a Yes 2026 £9.1m one off n/a n/a party project) Afon Wysg 1 Uskmouth 480 Yes 2026 £2.4m £4.0m
Slide 6: Our Projects
• We have developed AW1, AW2 and the Mey BESS Battery Our projects during the past three years, progressively de-risking Projects each of them. • Modelled on a 2-hour system cumulative distributions will reach £158 million from the three projects. 180 160 140 1,154 4,326 120 15 £158m MWh MWh 100 80
Slide 7: AW1 – Our flagship project
AW1 – Our flagship project AW1 has provided a platform to streamline the delivery of all future projects. The de-risking and learning is done – we can now rapidly fund and build 10 times the capacity of AW1 before 2030
Slide 8: Innovative Financing for AW1
Innovative Financing for AW1 £10m £20m £30m £40m £50m Proven partnerships with local government Regional Enabled AW1 to maintain schedule and order long lead items Support Provided a significant part of Ampeak’s equity stake, along with UES sale £8.5M RAISED IN ADVANCE OF FC Project Demonstr
Slide 9: Near Term
UES Developed a 700MWh project and sold to Quinbrook Infrastructure in 2023 for £29.0m £10 million. £9.1m total Near Term Land sale for £9.9 million. revenue Expansion of the project capacity will deliver an additional £9.1 million of revenue during 2026/27. We have projects that will generate
Slide 10: Medium term
Mey BESS Annual Located in the north of Scotland close to our distributions 414 £4.7m MeyGen tidal site, this project awaits final planning Medium MWh Operational: permission from the Energy Consents Unit. 2029 There are no statutory objections to the project. Expansion opportunity to 1,200MWh
Slide 11: Long term
Afon Wysg 3 • We have the land available and a long-term grid agreement. The potential scale of the project would Annual make it the largest of the AW projects. We are 698 distributions £7.1m working closely with other technology providers to Long MWh augment or replace this project should the marke
Slide 12: In summary…
We are developing a 4.3GWh portfolio of battery Storage projects with an enterprise value, when operational, of over £1 billion based on recent market valuations (HEIT by Foresight Group, £430k/MWh). This is being delivered by a lean team and a In summary… market cap of c.£17m. Thank you