Ceres Power Holdings Plc · LSE:CWR

Ceres Power — Shareholder Meeting (2026)

25 slides from Ceres Power's shareholder meeting presentation, 2026

Slide 2: Sign licensees, accelerate partners, single stack platform
1. Sign new manufacturing licensees 2. Accelerate partners to market 3. Single stack technology platform 2 Ceres Power Ltd Ⓒ2026. All Rights Reserved.
Slide 3: Progress over the last 12 months
Progress over the last 12 months Acute need for power driving commercial need for SOFC technology • China – Weichai signs manufacturing licence agreement. • Taiwan – Delta invests in land and facilities to include solid oxide fuel and electrolysis production factory. • South Korea - Doosan starts fa
Slide 9: Our licensing model – progression towards royalty revenues
Our licensing model – progression towards royalty revenues Inflection point is driven by mass market scale of partner manufacturing Future licensees F actories in and manufacturing development capacity SOFC factory production DENSO Growing Growing ecosystem ecosystem of SOFC of SOEC partners partner
Slide 12: The power opportunity for SOFC starts here and now
The power opportunity for SOFC starts here and now 8% 7% Shipping RoW 49% Data centre 28 % 19% Industry EMEA 50 % India, 22GW p.a. 22GW p.a. China and Asia by 2030 by 2030 Pacific 24 % 14% Americas Commercial building 12 Ceres Power Ltd Ⓒ2026. All Rights Reserved. Reference: house analysis based on
Slide 13: Different partners, geographies and end markets choosing Ceres Endura
Different partners, geographies and end markets – choosing Ceres ® Endura TM to become the global standard New partner New partner New partner 13 Ceres Power Ltd Ⓒ2026. All Rights Reserved.
Slide 14: Accelerating partners to market
Accelerating partners to market
Slide 15: Reducing time to market through manufacturing partnerships
Reducing time to market through manufacturing partnerships First factory < 4 years Current factories < 3 years Next factories < 2 years 15 Ceres Power Ltd Ⓒ2026. All Rights Reserved.
Slide 16: Centrica partnership
• Centrica is a FTSE100 leading integrated energy company • Centrica believe there will be multi -gigawatts demand for solid oxide technology in UK and Europe due to growing grid constraints and increasing power demand • Stack and systems will be supplied by Ceres’ ecosystem of manufacturing partner
Slide 17: Launch of Ceres Endura
ceres Launch of Ceres® Endura™
Slide 20: Our 1 MW demonstrator exceeding expectations at Shell in Bangalore, India
Our 1 MW demonstrator exceeding expectations at Shell in Bangalore, India 20 Ceres Power Ltd Ⓒ2026. All Rights Reserved.
Slide 22: DENSO and JERA begin Japan’s first demonstration of SOEC hydrogen production
DENSO and JERA begin Japan’s first demonstration of SOEC hydrogen production at JERA’s thermal power station, unlocking ~£165m in government funding Reference: Denso.com global corporate newsroom, 25 September 2025 JERA and DENSO Begin Japan’s First Demonstration of SOEC Hydrogen Production at 22 Ce
Slide 24: Power demand is accelerating - Time to power is now the defining constraint
Power demand is accelerating - Time to power is now the defining constraint. Ceres has built the platform designed to scale at pace with world class partners. Ceres Endura is not just a product — it is the foundation that the global market will be built on. 24 Ceres Power Ltd Ⓒ2026. All Rights Reser
Slide 25: Thank you
ceres Thank you

Ceres Power Holdings — Shareholder Meeting (2026) on 6ix

Ceres Power — Shareholder Meeting (2026)

Slide 1: CEO update

Slide 2: Sign licensees, accelerate partners, single stack platform

Slide 3: Progress over the last 12 months

Slide 4: Delta continue to aim for first production at the end of 2026

Slide 5: Delta Electronic’s SOFC system architecture

Slide 6: Weichai sign manufacturing licence in Nov 2025

Slide 7: Doosan factory started production in July 2025

Slide 8: One platform, global factories and partnerships

Slide 9: Our licensing model – progression towards royalty revenues

Slide 10: The demand for power

Slide 11: Time to power

Slide 12: The power opportunity for SOFC starts here and now

Slide 13: Different partners, geographies and end markets choosing Ceres Endura

Slide 14: Accelerating partners to market

Slide 15: Reducing time to market through manufacturing partnerships

Slide 16: Centrica partnership

Slide 17: Launch of Ceres Endura

Slide 18: Designed for cost, efficiency, scale

Slide 19: Hydrogen progress

Slide 20: Our 1 MW demonstrator exceeding expectations at Shell in Bangalore, India

Slide 21: Next generation of SOEC is a pressurised model, scalable to MW capacity

Slide 22: DENSO and JERA begin Japan’s first demonstration of SOEC hydrogen production

Slide 23: Summary

Slide 24: Power demand is accelerating - Time to power is now the defining constraint

Slide 25: Thank you