AirJoule Technologies Corporation · NASDAQ:AIRJ
AirJoule Technologies — Investor Presentation (May 2025)
21 slides from AirJoule Technologies's investor presentation, May 2025
Slide 1: AirJoule Technologies Corporation
AirJoule Technologies Corporation Nasdaq: AIRJ https://airjouletech.com May 2025
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: AirJoule is deploying innovative technologies at the nexus of energy and water
AirJoule is deploying innovative technologies at the nexus of energy and water
Slide 4: AirJoule is at the nexus of energy and water
AIRJOULE IS AT THE NEXUS OF ENERGY AND WATER Harnessing low-grade waste heat to produce distilled water and dehumidified air Waste Heat Water Scarcity Addressing water scarcity for water-intensive industries Improving energy efficiency for industrial dehumidification and air conditioning Power Usage
Slide 5: AirJoule separates water from air at unprecedented energetics
Dehumidified Air AirJoule® separates water Waste Heat from air at unprecedented energetics Ambient Air PFAS-free, Distilled Water Applications Target Industries Key Investors / Partners Water production Data centers Moisture recapture Manufacturing Dehumidification Military HVAC AirJoule Technologie
Slide 6: Investment Highlights
INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY • AirJoule® efficiently harvests pure distilled, PFAS-free, water from the atmosphere • Proven technology validated by third party evaluation • Supported by robust IP portfolio with strong moat LARGE ADDRESSABLE MARKET • ~18,000 terawatt-hours of ene
Slide 7: From Technology to Investment to Commercialization
FROM TECHNOLOGY to INVESTMENT to COMMERCIALIZATION Licensed concept for “self- Joint Commercialization Began Trading on Commercial unit regenerating pressure swing Agreement Term Sheet with Nasdaq sales expected to dehumidifier” from Pacific Carrier for HVAC applications commence Northwest National
Slide 8: Recent Developments
RECENT DEVELOPMENTS Completed $15 million private placement Announced Collaboration with Arizona State University • Investors included GE Vernova, along with new • ASU purchasing one AirJoule® A250TM institutional investors and existing investors system for third party research and evaluation purpos
Slide 9: 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 10: AirJoule Performance vs Competition
AIRJOULE PERFORMANCE VS COMPETITION AIRJOULE®’S LEADING ENERGETICS RESULT IN GREATER CUSTOMER VALUE AND SHORT PAYBACK PERIODS 2,000 Energy Requirement (Watt-hour per liter) 1,800 Desiccant Wheel 1,600 Up to 8.4x more 1,400 ~1,300 efficient than conventional desiccant technology 1,200 1,000 DX / Refr
Slide 11: 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 12: 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 ~70% of energy conversion is lost as waste heat(1) ▪ ~70% of energy conversion is lost through inefficiencies ▪ Simpl
Slide 13: Data Centers: Waste Heat to Water
DATA CENTERS: WASTE HEAT TO WATER TRANSFORMING DATA CENTERS INTO WATER GENERATORS Evaporative cooler Dehumidified Air Illustrative 100 MW data center in Phoenix, AZ Pure Water AirJoule® 1 AirJoule® Unit 100 AirJoule® Units 3,000 liters per day 300,000 liters per day AirJoule® Performance 12.5 KW ele
Slide 14: Defined Pathway to Commercialization
DEFINED PATHWAY TO COMMERCIALIZATION CUSTOMER DEMAND AND GLOBAL PARTNERSHIPS ENABLE COMMERCIALIZATION Pathway to Commercialization 2024 ACHIEVEMENTS 2025 MILESTONES 2026 / 2027 MILESTONES ▪ Begin commercial sales of AirJoule® units ▪ Completed 5th generation prototype ▪ Complete manufacturing and ▪
Slide 15: Investment Highlights
INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY: AirJoule® Separates 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 AirJoule Technologies | May 2025 Slide 15
Slide 16: Appendix A. Technology
APPENDIX A. TECHNOLOGY Appendix AirJoule Technologies | May 2025 Slide 16
Slide 17: 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 18: AirJoule Technologies – Board of Directors
AIRJOULE TECHNOLOGIES – BOARD OF DIRECTORS ACCOMPLISHED BOARD WITH DIVERSE AREAS OF EXPERTISE Pat Eilers, Ajay Agrawal Max Baucus Paul Dabbar Executive Chairman Chief Business Development Officer Former US Senator & Co-founder & former CEO Founder & Managing Partner Carrier Global Corporation Ambass
Slide 19: The AirJoule Technology Fundamentals
THE AIRJOULE® TECHNOLOGY FUNDAMENTALS AIRJOULE® TECHNOLOGY INCORPORATES MOF AND OTHER PROPRIETARY AIRJOULE TECHNOLOGIES COMPONENTS Proprietary Key Components Preproduction Unit in Development SORBENT-COATED CONTACTORS ▪ Proprietary cross-linked sorbent coating process using off-the- 1 shelf, commodi
Slide 20: Intellectual Property / Patents
INTELLECTUAL PROPERTY / PATENTS AIRJOULE TECHNOLOGIES HOLDS FOUNDATIONAL PATENTS RELATED TO ATMOSPHERIC LATENT ENERGY AND WATER HARVESTING, UNIQUELY POSITIONING THE COMPANY IN THE RAPIDLY DEVELOPING ATMOSPHERIC WATER HARVESTING SECTOR Patent Highlights AirJoule® Patents In Q1 2021, the Company obtai
Slide 21: 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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