Neovolta Inc. · NASDAQ:NEOV
Neovolta — Q2 2026 Earnings Presentation
27 slides from Neovolta's earnings presentation, Feb 17, 2026
Slide 1: Powering the Future with NeoVolta
NASDAQ: NEOV POWERING THE FUTURE W I TH NE OVO LTA Q 2 F is c a l 2 02 6 E a r n in g s Ca ll, Fe b r u a r y 1 7, 2 02 6
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT All statements contained herein other than statements of historical fact, including statements regarding our future results of operations and financial position, our business strategy and plans, and our objectives for future operations, are forward-looking statements within the
Slide 3: Q2 FY2026 Highlights: Transformational Quarter
Q2 FY2026 HIGHLIGHTS: TRANSFORMATIONAL QUARTER Strategic Neubau Energy Luminia U.S. Manufacturing $23M Financing Acquisition Closed Collaboration JV Launched Completed Milestones OCTOBER 2025 Advanced JANUARY 2026 DECEMBER 2025 RESIDENTIAL C&I $4.6M Q2 Revenue (+334% YoY) Building an Integrated Ener
Slide 4: Scaleable Energy Storage for Resilient Power
SCALEABLE ENERGY STORAGE FOR RESILIENT POWER From Homes to Utility-Scale NeoVolta delivers integrated energy storage solutions that enable homeowners, businesses, and utilities to optimize energy use, reduce grid dependence, and build resilience against outages, peak demands, and rising costs. With
Slide 5: Why Energy Storage Matters
WHY ENERGY STORAGE MATTERS Backup Power When You Cost Savings to Homeowners Reclaiming Energy Optimization of Solar Need it Most & Businesses Independence Power Usage Power outages are on the rise Peak energy costs are high. Dependency on the grid has its Solar overproduction can be and the need for
Slide 6: The Energy Dilemma
THE ENERGY DILEMMA 20%-40% Increase in electricity demand by 2035 The grid is aging, demand is growing. US Electric Grid at a Breaking Point Electric Vehicles (EVs) Projected to represent 20% - 30% of all vehicles by 2030. Report Card Data Centers The American Society of Civil Engineers (ASCE) gave
Slide 7: NeoVolta At-A-Glance
NEOVOLTA AT-A-GLANCE 15YEAR WARRANTY NeoVolta is a vertically integrated designer, manufacturer, and seller of high-end Energy Storage Systems. All-in-one flexible design: Combined battery + inverter for seamless integration High-performance LFP storage: Safe, long-life systems with 15-year warranty
Slide 8: Record FY2025 Sets Up Continued Momentum
RECORD FY2025 SETS UP CONTINUED MOMENTUM $2.6M $590k Dec Qtr. = Mar Qtr. = Mo. of Apr. = June Qtr. = 219% YoY Inc. FY24 Q1 FY25 ~2X Mar Qtr. 2X Dec Qtr. Mar Qtr. >2X Mar. Qtr. $8.43M in rev. in rev. in rev. $1.07M in rev. $2.01M in rev. >$2M in rev. $4.75M rev. FY25 FY25 Q2 FY25 Q3 FY25 Apr. ‘25 JUN
Slide 9: Building Multiple Revenue Streams
BUILDING MULTIPLE REVENUE STREAMS NeoVolta’s business model is accelerating toward vertical integration and recurring revenue, anchored by our transformational U.S. Battery Expanding Service Manufacturing JV that unlocks domestic production & Financing for higher-margin utility and C&I markets, alon
Slide 10: Expanding Market Opportunity
EXPANDING MARKET OPPORTUNITY NeoVolta’s U.S. TAM Expanding to ≈ $45B1 by 2030 Unlocking Utility-Scale Growth ≈ $20B ≈ $15B ≈ $10B ≈ $20B U.S. Utility- U.S. Residential U.S. C&I Additional Upside: Scale Storage Storage Storage Annual Financing & TAM by 2030 TAM by 2030 TAM by 2030 Services Market TAM
Slide 11: Accelerating Growth Through Neubau Energy Acquisition
ACCELERATING GROWTH THROUGH NEUBAU ENERGY ACQUISITION NeoVolta launches innovative neuClick modular platform Transaction Overview Driving Scalable Growth and Margin Expansion Closed: October 15, 2025 • Accelerates revenue growth with Neubau’s modular design, enabling installs Deal Terms: ~75% faster
Slide 12: Luminia Strategic Collaboration: C&I Market Entry
LUMINIA STRATEGIC COLLABORATION: C&I MARKET ENTRY Partnership Overview • California-based energy storage developer & financing platform • Framework for up to 160 MWh supply collaboration Accelerating “Missing Middle’ • ~$39M potential equipment revenue C&I Penetration Strategic Value Turnkey EPC cap
Slide 13: U.S. Battery Manufacturing JV: Accelerating Transformation
U.S. BATTERY MANUFACTURING JV: ACCELERATING TRANSFORMATION • Location: Pendergrass, GA – 210,600 sq. ft. facility along Strategic JV with PotisEdge (backed by LONGi Green I-85 corridor for optimal logistics Energy) to establish domestic BESS production in • Capacity: Initial 2 GWh/year (scalable to
Slide 14: U.S. Battery Manufacturing JV – Production Details & Products
U.S. BATTERY MANUFACTURING JV – Production Details & Products Timeline: Equipment acquisition/installation Q1-Q2 2026; mass production mid-2026; pouch cell assembly from 2027 Operations: Prismatic cell pack assembly & DC container integration initially Key Features: Automotive-grade line (IATF 16949
Slide 15: Delivering on Our Strategic Vision
DELIVERING ON OUR STRATEGIC VISION Accelerating Transformation to Integrated Energy Solutions Leader – Milestones Achieve as Planned Delivering on Targeted Growth Levers Transitioning into an integrated energy solutions leader Examples of recent acquisitions, partnerships or organic projects: U.S. J
Slide 16: Q2 FY2026 Financial Results: Investing in Growth
Q2 FY2026 FINANCIAL RESULTS: INVESTING IN GROWTH Revenue growth driven by geographic expansion and channel diversification Margin compression reflects strategic inventory investments Operating expense increase driven by $2.1M non-cash stock comp and infrastructure investments Q2 FY26 Q2 FY25 H1 FY26
Slide 17: Capital Structure Update: De-risking JV Funding
CAPITAL STRUCTURE UPDATE: DE-RISKING JV FUNDING Disciplined Capital Deployment: Funding Transformation While Supporting Core Growth RECENT FINANCING JV Commitment Structure Up to $15 million in Private Placement PHASE 1 additional contributions / Infinite Grid Capital $13M $7.0M Funded (Jan 2026) th
Slide 18: Achieving Milestones & Driving Growth
ACHIEVING MILESTONES & DRIVING GROWTH Transitioning from storage manufacturer into integrated energy solutions leader New COO Virtual Peaker 3 Major Neubau JV Formation Appointed Partnership to Solar & Energy Acquisition FEOC-compliant 2 Michael Mendik integrate equipment Launched GWh Georgia joins
Slide 19: Investment Highlights
INVESTMENT HIGHLIGHTS Record Growth Transformational Expanding TAM Trajectory Manufacturing JV Broadening Markets: From residential foundation to utility- Q2 FY2026 Revenue $4.6M U.S. BESS JV: 2 GWh initial capacity (+334% YoY) scale & C&I for higher margins. (scalable to 8 GWh), FEOC Multi-vertical
Slide 20: Let's Power What's Next
LET’S POWER WHAT’S NEXT INVESTOR RELEATIONS IR@NeoVolta.com
Slide 21: Appendix
APPENDIX
Slide 22: Outstanding Leadership
OUTSTANDING LEADERSHIP Ardes Johnson Steve Bond CEO & Director CFO & Director John Hass Susan Snow Chandler Weeks Director Director Director | 22
Slide 23: Ardes Johnson, CEO
ARDES JOHNSON, CEO Director of Americas Sales and Marketing, Tesla Energy Products Instrumental in the development and success of Tesla’s energy storage solutions, where he and his team launched the partner channel program for the PowerWall and PowerPack products in the Utility, Residential and Comm
Slide 24: Steve Bond, CFO
STEVE BOND, CFO Co-Founder & Chief Financial Officer, NeoVolta Inc. (NASDAQ: NEOV) CFO of NeoVolta leading the company through product development, commercialization, strategic financing, and a successful IPO. • Proven financial and operational leadership in the clean energy sector • Founder & CFO,
Slide 25: Residential Channel Expansion
RESIDENTIAL CHANNEL EXPANSION Where We Are MSAs signed with major national distributors; residential products sold WHY IT MATTERS through installer/distributor network Creates a predictable recurring revenue growth engine and strengthens Where We’re Going NeoVolta’s brand Broaden channel penetration
Slide 26: Commercial & Industrial Growth
COMMERCIAL & INDUSTRIAL GROWTH Where We Are Early-stage discussions for +100MW pipeline in C&I projects; current small C&I market WHY IT MATTERS remains underserved by major players Opens access to an underserved ~$10B U.S. C&I storage market with Where We’re Going visible growth potential Scaling C
Slide 27: Innovative Financing Models (BaaS / TPO)
INNOVATIVE FINANCING MODELS (BaaS / TPO) Where We Are Launching flexible financing pilots for both Residential and C&I customers WHY IT MATTERS Lowers barriers to entry, drives faster market Where We’re Going penetration, and creates Scale Battery-as-a-Service (BaaS) for predictable long-term recurr