EnerSys · NYSE:ENS
EnerSys — Investor Presentation (March 2023)
28 slides from EnerSys's investor presentation, Mar 7, 2023
Slide 1: Tech Talk – Intelligent Battery Solutions
Tech Talk – Intelligent Battery Solutions March 7, 2023 March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 1
Slide 2: Forward Looking Statements
Forward Looking Statements As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management’s current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual re
Slide 3: Speaker Introduction
Speaker Introduction JOERN TINNEMEYER MARK MATTHEWS DREW ZOGBY HAROLD VANASSE SVP & Chief Technology Officer Sr. Vice President, Specialty Global President, Energy Systems Global Sr. Director of Marketing, Motive Power Global Joined EnerSys® in 2016 Joined EnerSys® in 2016 Joined EnerSys® in 2018 Re
Slide 4: EnerSys Software Technology
EnerSys Software Technology ® D E L I V E R I N G P R O P R I E TA R Y I N T E L L I G E N T B AT T E R Y S O L U T I O N S • EnerSys’s cloud enabled technology provides data analytics to help customers predict battery maintenance needs, manage energy storage systems, and optimize up-time • ODYSSEY®
Slide 5: Transportation Growth Strategy – HD Trucks
Transportation Growth Strategy – HD Trucks M A X I M I Z I N G T O TA L C O S T O F O W N E R S H I P Support fleets with Drive TCO through Fleets specify replacement and through Fleets product performance: OEMs ODYSSEY® OES / distribution partners CCA, ACE, Reserve batteries when Aftermarket Capaci
Slide 6: Total Cost of Ownership
Total Cost of Ownership: J U S T A S K A F R U G A L M A S S R E TA I L E R P R I VAT E F L E E T Flooded Battery Service Life Jump Starts Tow-ins Downtime Source: Data provided by customer AGM Battery “By switching to the TPPL AGM product we have seen our warranty reduce by 80% when compared to oth
Slide 7: The patented ODYSSEY CONNECT BMS
The patented ‘ODYSSEY® CONNECT’ BMS chip technology built into the battery allows: ✓ Voltage measurement ✓ Temperature measurement ✓ Recording of the battery’s history ✓ Monitoring of the battery’s state of health ✓ Warning and safeguard notifications ✓ Capture and analysis of vehicle start data Mar
Slide 8: Keeps Track of Battery Status – From Day 1
Keeps Track of Battery Status – From Day 1 ▪ Communicates with the battery using Bluetooth® ▪ Available for Apple and Android smart devices ▪ ODYSSEY® CONNECT information includes: ✓ State-of-Health (SoH) ✓ Battery Highs & Lows ✓ State-of-Charge (SoC) ✓ SoC graph (6-days) ✓ Voltage & Temperature ✓ V
Slide 9: View battery health – on the go!
View battery health – on the go! March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 9
Slide 10: See the Detail!
See the Detail! The history tab shows a summary of the different logs of the sensor: ▪ State-of-Charge (SoC), 6-day trend graph Shown in steps of 20% (10 in the future), the SoC graph shows the latest 6-days. ▪ Voltage & Temperature graph Today shown as a combined graph with the latest 6-days of dat
Slide 11: See the trends – detect anomalies
See the trends – detect anomalies March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 11
Slide 12: Future battery monitoring improvements
The current system is a stepping stone from individual or single stringsystem The current battery monitoring is a stepping stone from individual or single string battery monitoring The current Future system is ainclude: improvements steppingstone from Future improvements include: individual or singl
Slide 13: Energy Systems – ACE
Energy Systems – ACE A D VA N C E D C O N N E C T E D E N E R G Y F O R T E L E C O M M U N I C AT I O N S • Remote monitoring of assets: • With ACE, customers can easily monitor thousands of batteries and identify sites that are underperforming—"Predictive" and "Preventative" maintenance. • Invento
Slide 14: Motive Power – E Connect Mobile App
Motive Power – E Connect™ Mobile App B AT T E R Y O P E R AT I O N S M A N A G E M E N T POWER MANAGEMENT ECOSYSTEM Predictable costs, Sustainable productivity. Profitable operations. EnerSys® Battery Operations Management programs can enable all of it. Instead of just reporting data, our programs t
Slide 15: Features & Benefits
Features & Benefits E CONNECT™ MOBILE APP • Control and optimize the charge process via Wireless or CANBus communication • Get access via CANOpen to your truck for SoC/SoH to guide the user and optimize performance • Check the status of all your batteries across your operation • Generates status ala
Slide 16: Maximize Runtime
Maximize Runtime ® W I - I Q ® T O T R U C K - I Q ™ T O T H E O P E R AT O R Battery Details Truck Information Type: Battery Voltage & Power Truck hour meter Total discharge kWh since the start I Max discharge Total discharge time since the start SoC and Tbatt Battery State of health I regen Batter
Slide 17: Q&A
Q&A March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 17
Slide 18: Appendix
Appendix March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 18
Slide 19: EnerSys at a Glance (NYSE: ENS)
EnerSys at a Glance (NYSE: ENS) L EAD IN G PR O VID ER O F D IF F ER EN T IAT ED EN ER G Y SO L U T IONS $3.4bn2 7.9%2 $4.472 ~11.4k2 10k+2 22%2 Sales Adj. Op. Earnings1 Margin Adj. Diluted EPS1 Total Employees Customers Market Share3 FY’22 SALES BY GEOGRAPHY GLOBAL FACILITY BASE4 Asia 7% EMEA 24% A
Slide 20: Technology Driven Portfolio Transformation
Technology Driven Portfolio Transformation 2010 2022 ▪ Traditional lead acid ▪ Integrated technology Growth Opportunities battery company solutions across energy ▪ Expand capacity for storage, power & premium products electronics, and software ▪ Grow Motive Power ▪ Narrow set of end markets & servic
Slide 21: Leveraging Our Platforms Across All Segments
Leveraging Our Platforms Across All Segments 3 Core Technology Platforms 3 Business Segments 8 End Markets Telecom Networks Energy Systems Broadband Cable Power Industrial Power and Utilities Electronics Energy Renewable Energy Storage Motive Power Premium (Flooded, TPPL, Data Centers Lithium-ion) E
Slide 22: Technology to Meet Customer Needs
Technology to Meet Customer Needs Lithium-ion • Edge computing, efficient data collection to the cloud • Maintenance-free, longer cycle life, fastest charge rate • Asset management software Software • Innovative safety technology • App support to manage health of assets • Ideal for use cases requiri
Slide 23: Technology Advancements
Technology Advancements POWERING THE FUTURE, EVERYWHERE FOR EVERYONE CPUC Network Powering Program Specialty Batteries Wireless Chargers ARTEMIS I Advancing both TPPL and Lithium modules Making history with specialty solutions Fast Charge & Storage TouchSafe Upgraded on-site demo installed Strategic
Slide 24: Non-GAAP Reconciliations
Non-GAAP Reconciliations March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 24
Slide 25: Non-GAAP Reconciliation
Non-GAAP Reconciliation F Y ’ 2 2 A D J U S T E D O P E R AT I N G E A R N I N G S March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 25
Slide 26: Non-GAAP Reconciliation
Non-GAAP Reconciliation FY’22 ADJUSTED DILUTED EPS March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 26
Slide 27: Non-GAAP Reconciliation
Non-GAAP Reconciliation FY’22 ADJUSTED DILUTED EPS (CONTINUED) March 2023 © 2023 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 27
Slide 28: Thank you.
Thank you. For more information visit us at enersys.com EnerSys Global Headquarters EnerSys EMEA EnerSys APAC 2366 Bernville Road EH Europe GmbH 152 Beach Road Reading, PA 19605 | USA Baarerstrasse 18 Gateway East Building #11- 08 Tel. +1-610-208-1991 6300 Zug Singapore +1-800-538-3627 Switzerland 1