Li-s Energy Ltd · ASX:LIS
Li-s Energy — Shareholder Meeting (November 2025)
26 slides from Li-s Energy's shareholder meeting presentation, Nov 18, 2025
Slide 1: Chairman's Statement and CEO Presentation
ASX ANNOUNCEMENT FOR IMMEDIATE RELEASE TO THE MARKET Li-S Energy Limited – ASX Code: LIS Tuesday, 18 November 2025 Chairman’s Statement and CEO Presentation Li-S Energy Limited (ASX: LIS) (“LIS” or “the Company”) is pleased to provide the following which will be presented at the Company’s Annual Gen
Slide 2: Chairman's Statement
Li-S Energy AGM 2025 Chairman’s Statement AGM 18 Nov 2025 Introduction Ladies and gentlemen, on behalf of the Board and the entire Li-S Energy team, I would like to welcome you to the 2025 Annual General Meeting of Li-S Energy shareholders. My name is Ben Spincer, Li-S Energy’s Chair, and I am delig
Slide 3: Commercial Update
Commercial Update At the AGM last year I highlighted four key strategic objectives for the company over the next two years to build our commercial opportunities and shareholder value, namely: 1. Pathway to core revenue – through development of data sheets and test cells for partners and investment i
Slide 4: Shareholder Support Outlook
Then in November we achieved a more tangible validation of our technology by achieving a first fixed wing drone flight powered by our Phase 3 cells. The 6S2P battery pack with 12 lithium-sulfur cells powered the drone for a total flight time of over 30 minutes. Another important component of our R&D
Slide 5: AGM 2025 CEO Presentation
2025 AGM CEO Presentation 18 NOVEMBER 2025
Slide 6: Disclaimer
DISCLAIMER This presentation has been prepared by Li-S Energy Limited (“LIS” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investme
Slide 7: Today's News
TODAY’S NEWS … Today ARENA awarded a $7.8M Grant to Li-S Energy…. It is a major endorsement of the Company’s strategy by the Federal Government …. More to follow later in the presentation ….
Slide 8: Our Two-Year Strategic Objectives
Our Two-Year Strategic Objectives (2025-2027) ADDITIONAL FUNDING STRONG PARTNERSHIPS PATHWAY TO CORE PATHWAY TO AND REVENUE WITH OFFTAKE REVENUE SCALE STREAMS AGREEMENTS • Revenue from battery • Federal and State • Partners testing and • Clear, professional plan cell sales Grants trialing our batter
Slide 9: Financial Snapshot
Financial Snapshot Federal Grants and R&D Tax Credits (by program) (AUD$ Millions) • Significant investments in capital infrastructure and battery development programs. $7.9M • Secured $19.7M in federal grants and funding, $5.8M with $12.9M of the funds yet to be received. $3.0M $1.3M $1.7M • Mainta
Slide 10: Performance Advantages
Performance Advantages Li-S Energy's lightweight batteries deliver extended range and operating times Energy Density Advantages 90min FLIGHT TIME(3) 170min 456 Wh/kg 200km RANGE(3) 380km 246 Wh/kg 8hrs OPERATING TIME(4) Li-ion Li-S Energy(2) 15hrs NMC(1) 5days MISSION TIME(5) 1) Compared to Panasoni
Slide 11: Markets & Prospects
Markets & Prospects HORIZON 1 HORIZON 2 HORIZON 3 HEAVY EV DRONES DEFENCE TRANSPORT E-AVIATION ADVANTAGE: ✓ Twice the range ✓ Half the weight ✓ Lighter & safer ✓ Twice the range ✓ Twice the flight time ✓ Safer ✓ Lower axle weights ✓ Safer ✓ More payload ✓ Twice the range & flight time ✓ Longer range
Slide 12: Global Geopolitics Driving Drone Demand
Global Geopolitics Driving Drone Demand • US Demand - US Bill - SkyFoundry Act 2025 US Govt. drone budget allocation growth targets 1 million drones per year production • EU Demand – Interceptor drone systems across Europe for the “European Drone Wall”2 • Battery Materials Restrictions– Major interr
Slide 13: Strong Industry Engagement
Strong Industry Engagement DSEII INDO PACIFIC Lym INTERNATIONAL LAND DEFENCE EXPOSITI INTERNATIONAL PARIS AIR SHOW Rg AUSA 2025 ANNUAL MEET! EXPOSITION 2025 SOF@WEEK TAMPA, FL 5-8 MAY nP nec Advonced Mat Sea(irSpace 2024 FUTURE SOLDIER t
Slide 14: Commercial Drone Partners
Pegasus Long Endurance Drone • Target markets mapping, surveillance, agriculture, mining & exploration, security • Partners: V-TOL Aerospace & Halocell • Co-funded by Federal Government through a $1.3M Emerging Aviation Technology Partnership (EATP) grant • Progress: LIS Battery Packs and BMS built
Slide 15: New Unmanned Systems Partners
Praetorian Aeronautics • Counter-UAV interceptor drone system • Protects lives & infrastructure from hostile UAVs • Li-S batteries expected to extend range, flight time and increase payload • Praetorian is targeting 10,000 units per year production New Unmanned Systems Partners Multi-national Defenc
Slide 16: Our 4 Pillar Strategy mirrors strategic partner requirements
Our 4 Pillar Strategy mirrors strategic partner requirements PERFORMANCE PRODUCTION PRODUCT INTEGRATION PATHWAY TO SCALE • Highest energy density • Produce reliable high- • A battery management • Show a credible path to possible quality cells in volume system (BMS) & pack scale cell production • Suf
Slide 17: Driving Cell Performance
Driving Cell Performance Objective: minimise weight while increasing Power & Cycle Life ENERGY DENSITY (Wh/kg) POWER CYCLE LIFE (C Rate)
Slide 18: NEW Power Cell Development
NEW Power Cell Development Engineering to 15 times the discharge power of a standard Li-S cell ENERGY CELL APPLICATIONS POWER CELL APPLICATIONS Continuous Discharge Rate* 3.5 3 FIXED WING UAVs 2.5 MULTICOPTERS 2 1.5 3C HAPS 1 RADIO COMMUNICATIONS 0.5 C/5 0 Gen 3 Energy Cell Power Cell UUVs * Note: B
Slide 19: Australia's First Lithium Foil Production
Australia’s First Lithium Foil Production A critical material for advanced batteries • Australia’s first lithium metal foils • Delivered ahead of schedule under a $1.76M matched funding grant from the Industry Growth Program (IGP). • Establishes new sovereign manufacturing capability, supporting Aus
Slide 20: Production Video
Production Video Production Line Video SCAN TO QR CODE WATCH
Slide 21: Cell Testing & Delivery
Cell Testing & Delivery • Cells ready to ship & partners ready to test • Waiting for CASA Approval to ship prototypes by air under IATA A88 exemptions • LIS AUKUS Membership approved by Australia & US State Department • UN38.3 testing in progress on 10Ah Li-S cells to enable regular shipment in volu
Slide 22: Pathway to Scale
COMMERCIAL ACTIONS Automated manufacture to build and test trial battery cells and develop process IP to manufacture at scale and produce A sample cells BUILT AND COMMISSIONED Established representative collaboration partners in each target industry ‘Commenced manufacturing line design Progressing G
Slide 23: Stage Review & Project Financing Activities
Phase 4 Scale Up FEED Program Co-funded by ARENA STAGE 1 STAGE 2 “Investment Ready” “Shovel Ready” & PROJECT FINANCING ACTIVITIES FEL 1 FEL 2 FEASIBILITY STUDY INITIAL FRONT END ENGINEERING DESIGN STAGE REVIEW Initial concept designs & costings Preliminary design of all systems, production processes
Slide 24: Indicative parameters for the Phase 4 facility
Indicative parameters for the Phase 4 facility • Phased development up to 1GWh scaling as demand grows • 20,000sqm factory • 50,000sqm site • Can leverage existing lithium-ion manufacturing processes • 200 – 300 personnel • Location agnostic – decision to be based on Federal & State Government suppo
Slide 25: Key Takeaways
Markets & Partners Technology KEY TAKEAWAYS Drone and Defence markets World leading lightweight growing exponentially lithium sulfur cells New partners engaged and Power cell technology should more in the pipeline. expand global opportunity Production & Delivery Financial Management Proven ability t
Slide 26: Thank You
CONTACT DETAILS THANK YOU DR LEE FINNIEAR Managing Director info@lis.energy BEN SPINCER Chairman info@lis.energy www.lis.energy