Gelion Plc · LSE:GELN
Gelion — Investor Presentation (June 2026)
17 slides from Gelion's investor presentation, June 2026
Slide 1: Gelion NES solid-state EV batteries: UK Government-Funded Collaboration Agreement
Gelion NES TM solid -state EV batteries UK Government -Funded Collaboration Agreement → Nissan Europe Technical Centre (“Nissan”) → University of Oxford (“Oxford Uni”) Dr Steve Mahon John Wood Dr Adrien Amigues Chairman, Gelion plc CEO, Gelion plc President, Gelion Europe Ltd COMMERCIAL IN CONFIDENC
Slide 2: Important Information And Disclaimer
Important Information And Disclaimer The information contained in this document (“Presentation”) has been prepared by Gelion plc (the “Company”) solely for information purposes and does not purport to be comprehensive or contain all the information that may be required by recipients to evaluate the
Slide 3: Gelion's Nano-Encapsulated Sulfur aims to replace strategic minerals in cathodes
Gelion’s Nano -Encapsulated Sulfur (NES ) aims to replace the strategic minerals used in current lithium -ion battery cathodes. JUNE 2026 COMMERCIAL IN CONFIDENCE. GELION 2026. 3
Slide 4: A Single Change: Drop-in Sulfur Cathode Active Material
A Single Change “Drop -in” Sulfur Cathode Active Material (NES ) Gelion Sulfur Cathode will be a Gelion Sulfur Cathode Active Gelion Sulfur Cathode Active “drop -in” into existing GWh Material (NES CAM) Material as a Roll factories * *Example photo used to show intended functionality, not an actual
Slide 5: NES: Gelion's Breakthrough Sulfur Cathode Material
NES : Gelion’s Breakthrough Sulfur Cathode Material NES overcomes the historic limitations of sulfur, enabling long -life, high - power batteries at ultra low cost. Conventional Sulfur Gelion NESTM Cycle-Life Low High Power Low High Wide Temperature Tolerance No Yes Industrial Relevance Lab only 3rd
Slide 6: NES serves multiple customers across different applications
NES TM serves multiple customers across different applications Gelion’s NES Graphitic/Other Room-Temperature Battery type Lithium Metal Anode Solid-state Advanced Anodes Sodium-Sulfur Applications Our Partners TDK TDK In Discussion JUNE 2026 COMMERCIAL IN CONFIDENCE. GELION 2026. 6
Slide 7: The Project
The Project COMMERCIAL IN CONFIDENCE. GELION 2026.
Slide 8: Key Highlights
Key Highlights World leading Synergy with Nissan Automotive end - technologies Solid -State Program market focus combined Potential to Cost and supply Strategic and accelerate solid state chain advantages Economic Impact adoption JUNE 2026 COMMERCIAL IN CONFIDENCE. GELION 2026. 8
Slide 9: Nissan Collaboration
Nissan Collaboration Selected for Solid -State Battery Evaluation £3.4m UK govt. funded solid -state multi -party battery programme Collaboration for NES compatibility into solid-state battery development Automotive -led development with Nissan (2026 -2029) NES assessed for EV performance, safety an
Slide 10: Solid-state: Why sulfur cathodes?
Solid -state Why sulfur cathodes? Global Distribution Cost Europe/US Abundance High Ni China (60%) RoW US, Europe £15 / kg 168 GWh Sulfur China US, Europe £1.75 / kg 53,000 GWh RoW (CAM cost) • Low Cost: Highly abundant and sulfur CAM projected to be a fraction of the cost of NMC CAM at scale. • Res
Slide 11: Project Technical Goal
Project Technical Goal The world’s leading high-performance solid-state lithium-sulfur battery, delivering ≥400 Wh/kg at cell level, with ≥1,000 cycles at 1C, establishing a step-change in energy density and durability for electric vehicle applications. Li -S solid -state composite cathode Sulfide -
Slide 12: Why now?
Why now? COMMERCIAL IN CONFIDENCE. GELION 2026.
Slide 13: A decisive strategic opportunity for the UK
A decisive strategic opportunity for the UK “The UK is now at a decisive moment” The UK Gigafactory into Britain’s Battery Future* recommends to: “Fast-track the scale-up of next-generation chemistries (e.g., solid- state and lithium-sulfur)” "Build domestic CAM manufacturing plants" “Accelerate cel
Slide 14: Strategy
Strategy Solid-state lithium-sulfur leadership and UK-based sulfur CAM manufacture for Europe: • Strategic partner selection: Tier one partners • Building trusted relationships: Across Australia, UK, Japan and the USA • Market-led collaboration: With cell manufacturers and automotive OEMs directly d
Slide 15: Global engagement with Tier One Partners enabling supply chain security
Global engagement with Tier One Partners enabling supply chain security Defence & Aerospace EV Strategic collaboration Supply chain, Technology and Manufacturing TDK US Advanced Commercial Prototyping Centre (ACPC) Subsidiary Incorporated Commercial Engagements Commenced JUNE 2026 COMMERCIAL IN CONF
Slide 16: Accelerating Momentum
Accelerating Momentum Structural Validated OEM Capital -light Clear catalysts tailwinds breakthrough engagement Nissan collaboration for NES compatibility into solid-state battery Partnership with leading development manufacturers and Battery cost and NES sulfur cathode, Funded programmes and custom
Slide 17: Questions?
Questions? Thank you Dr Steve Mahon John Wood Dr Adrien Amigues Chairman, Gelion plc CEO, Gelion plc President, Gelion Europe Ltd COMMERCIAL IN CONFIDENCE. GELION 2026. JUNE 2026