ConnectM Technology Solutions Inc. · OTC:CNTM
ConnectM Technology Solutions — Investor Presentation (July 2026)
24 slides from ConnectM Technology Solutions's investor presentation, July 2026
Slide 1: Powering the Physical Layer of the AI Economy
OTCQX: CNTM Powering the Physical Layer of the AI Economy Company Presentation July 2026
Slide 2: Safe Harbor Statement and Non-GAAP Financial Measures
Safe Harbor Statement Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning This presentation may include certain non-GAAP financial measures. of the Private Securities Litigation Reform Act of 1995 and other federal These measures should be considered
Slide 3: Who Are We?
Who Are We? ConnectM is a technology company powering the physical layer of the AI economy. We bring AI to two large, physical markets, logistics and energy infrastructure with a built-in channel that carries both into U.S. defense and government, all on one shared data engine. Powering the Physical
Slide 4: Financial Momentum
Financial Momentum $35.8M in FY2025 revenue, with the three things investors want happening at once, on an already-repaired balance sheet. TOP LINE GROWING MARGINS EXPANDING LOSSES SHRINKING +58% +600 bps −29% YoY revenue growth; ~106% four-year gross margin to 32%; gross profit up 93% net loss impr
Slide 5: Our businesses collect 30GB+ of data daily
Our businesses collect 30GB+ of data daily, serve 30K+ homes and process 17K+ last mile deliveries per month Distributed energy footprint AI infrastructure footprint Logistics footprint Powering the Physical Layer of the AI Economy 5
Slide 6: Revenue Trajectory: Consistent YoY Growth
Revenue Trajectory: Consistent YoY Growth ~106% CAGR (2021–2025) 40 36 35 30 25 23 20 15 12 10 6 5 2 0 2021 2022 2023 2024 2025 Powering the Physical Layer of the AI Economy 6
Slide 7: Blue Cloud Share-Swap: Capital-Efficient India Exit
Blue Cloud Share-Swap: Capital-Efficient India Exit Exchanged ConnectM’s interest in its India operating subsidiaries for 160M newly issued Blue Cloud Softech shares ~17.3% ~$35M 30+ GB/day POST-ISSUE STAKE MARKET VALUE OF SECURITIES FLEET DATA RIGHTS PRESERVED 160M newly issued Blue Cloud shares 16
Slide 8: Balance Sheet Turnaround Complete
Balance Sheet Turnaround Complete From a ~$24M stockholders' deficit to ~$22M of pro forma equity, clearing the national exchange listing threshold Total Stockholders’ Equity $22.1M $2.0M FY2024 Q1 2026 Pro Forma¹ $(23.8)M ¹ Pro forma total stockholders' equity as of June 30, 2026, giving effect to
Slide 9: Experienced Management Team
Experienced Management Team Bhaskar Panigrahi Nayeem Hussain Bala Padmakumar Ryan Fant Chairman & CEO President Vice-Chairman & Office EVP, Head of of Technology Global Ops Mahesh Choudhury Kevin Stateham Tom Judge Caleb Arthur SVP, Finance & SVP, Business Head of DeliveryCircle Head of Solar and Co
Slide 10: Worldclass Board of Directors
Worldclass Board of Directors Seasoned board members with operations, deep capital markets, technology, and energy infrastructure experience Gautam Barua Growth and M&A leader with decades of experience scaling Board Member infrastructure and software businesses. Harvard MBA. Stephen Markscheid Corp
Slide 11: Market Opportunity: Two Large, Growing Markets
Market Opportunity: Two Large, Growing Markets Our two platforms address large, U.S.-centered markets riding the digitalization of logistics and electrification AI-Powered Logistics (software revenue) AI Infrastructure Platform (hardware revenue) $150B → $300B $28B+ U.S. market today Global last-mil
Slide 12: One Data Engine, One Defense Channel
One Data Engine, One Defense Channel Two platforms, AI-Powered Logistics and AI Infrastructure, share one AI and data engine and one built-in channel into U.S. defense. ONE AI & DATA ENGINE Shared AI models and software, plus 30+ GB/day of operating data from both platforms, powering remote asset an
Slide 13: AI-Powered Logistics
AI-Powered Logistics Longstanding B2B customers Uber + FedEx functionality; 20% transaction fee ~$12M FY2025 revenue; positive segment EBITDA Asset-lite platform enables 17K+ deliveries per month Powering the Physical Layer of the AI Economy 13
Slide 14: Last-Mile Delivery Is the Biggest Supply-Chain Cost
Last-Mile Delivery Is the Biggest Supply-Chain Cost At ~41% of total supply-chain cost, last-mile is the single largest line item, and exactly where DeliveryCircle drives savings. 41% 20% 16% 13% 11% Warehousing Sorting Parceling Last-mile delivery Remaining supply- chain cost Beachhead market Sourc
Slide 15: Last Mile Logistics Case Study
Last Mile Logistics Case Study Customer: Large Tire Distributor | Decios Platform | Last-Mile Tire Distribution From parcel dependency to a managed last-mile network Same-Day Decios Lower Cost THE CHALLENGE THE SOLUTION THE RESULT Move high-volume, bulky tire A virtual dedicated network of A shift f
Slide 16: AI-Powered Infrastructure
AI-Powered Infrastructure World-leading efficiency heat pump Virtual Power Plant (VPP) & Distributed Energy tech ~$24M FY2025 revenue; 200% heat pump business growth Proprietary battery tech Powering the Physical Layer of the AI Economy 16
Slide 17: AI Infra Beachhead: Distributed Energy & VPP
AI Infra Beachhead: Distributed Energy & VPP Thousands of distributed energy devices, orchestrated by software to act as one flexible, grid-connected power resource Aggregate Pool solar, battery, and heat pump assets across thousands of businesses into one fleet. Orchestrate AI software dispatches t
Slide 18: Battery IP & VPP Traction
Battery IP & VPP Traction Two proprietary battery platforms, now proven at utility scale in a live Illinois VPP. PROPRIETARY IP Hi-C, High-Power Hybrid Storage Hi-E, Long-Duration LFP Storage Millisecond response for data centers and critical infrastructure where Load-leveling and VPP-ready storage
Slide 19: Keen Heat Pump
Keen Heat Pump The world’s most efficient heat pump with native VPP capability $4.3M in orders from two multi-billion-dollar distributors World-leading efficiency the most efficient heat pump on the market Native VPP capability every unit is grid-interactive from day one, no retrofit Powering the Ph
Slide 20: Case Study – AI Infrastructure Unit Economics
Case Study – AI Infrastructure Unit Economics Solar, home battery, and AI-powered heat pump installations give us unique insights for our platform One platform, multiple sales and data-collection opportunities ~$25K ~$75K Recurring HEAT PUMP JOB COMPLETE HOME VPP DATA + GRID SERVICES HVAC providers
Slide 21: Data/AI Flywheel
One Engine integrates operating data from both Data/AI Flywheel platforms into new high- margin products & services Increased More 30+ GB/day from energy assets Adoption Data & last-mile deliveries AI infrastructure cybersecurity More Data-driven actuarial advantage for Customer Value Better AI warr
Slide 22: Public Comps
Public Comps Selected public companies across ConnectM's two growth platforms: AI-powered Logistics & AI Infrastructure CY 2026E Gross Company Ticker Segment Relevance Market Cap EV Revenue Margin EV / Revenue Samsara IOT AI-powered logistics: fleet ops software $21,640 $21,490 $2,010 77% 10.7 x AI-
Slide 23: ConnectM Key Takeaways
ConnectM Key Takeaways Two focused platforms (AI-Powered Logistics and AI Infrastructure ) on one shared data engine. Clear path to profitability, Adjusted EBITDA improving on SG&A discipline and a simplified, U.S.-focused portfolio. Our data-rich platform paves the way for products and services in
Slide 24: Thank You
OTCQX: CNTM Powering the Physical Layer of the AI Economy Thank You July 2026
ConnectM Technology Solutions — Investor Presentation (July 2026) on 6ix