Dragonfly Energy Holdings Corp · NASDAQ:DFLI
Dragonfly Energy — Investor Presentation (August 2026)
20 slides from Dragonfly Energy's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
DFLI Investor Presentation August 2026
Slide 2: Legal Disclaimer
Legal Disclaimer This corporate presentation (this “Presentation”) has been prepared for use by Dragonfly Energy Holdings Corp. (“Dragonfly Energy” or the “Company”). This Presentation is for information purposes only and may not be reproduced or redistributed, in whole or in part, without the prior
Slide 3: Dragonfly Energy At A Glance
Dragonfly Energy At A Glance Established Commercial Leader in Energy Storage Dragonfly Energy develops lithium-ion battery systems for $400M+ 400,000+ deep-cycle energy storage applications in the RV, Trucking, Marine, Off Grid, and Industrial markets. Revenue Generated Battery Packs Deployed Since
Slide 4: Dragonfly Energy: Investment Highlights
Dragonfly Energy: Investment Highlights Commercial Well-Positioned in Strategic Innovative Battery Path to Leader in Deep Expanding, High- U.S.–Based Technology Profitability Cycle Lithium-Ion Growth Markets Manufacturing Patented dry electrode Commercial momentum Energy Storage Established RV OEM C
Slide 5: Purpose Built for Deep Cycle Energy Storage
Purpose Built for Deep Cycle Energy Storage We target applications that require reliable, long-duration energy storage, not propulsion for automotive starting power. RV & Marine Heavy Duty Trucking Powering hotel loads with all- Powering appliances, HVAC, and electric APUs to reduce engine electroni
Slide 6: LiFePO4: A Leading Choice for Deep Cycle Energy Storage
LiFePO4: A Leading Choice for Deep Cycle Energy Storage Compared to traditional lead-acid batteries, Lithium Iron Phosphate (LiFePO4) delivers superior performance for applications requiring dependable, long-term energy storage. (1) Performance Advantages Superior Lifespan & Charging Speed: Up to 10
Slide 7: Key OEM & Industrial Customers
Key OEM & Industrial Customers RV: Factory-installed across leading RV manufacturers. Heavy Duty Trucking: Industrial: Marine: Validated across fleets and dealer networks. Remote power where reliability matters most. Adopted by leading marine brands. Investor Presentation | August 2026 7
Slide 8: Significant Growth Opportunities Across Key Sectors
Significant Growth Opportunities Across Key Sectors Strategically positioned across high-value markets aligned with energy independence trends. Industry Market Sizes Today Leisure Heavy Duty Trucking RV, Marine, Off-Grid All-Electric APUs, Anti-Idling $1.7BN Electrification, solar adoption, $1.2BN I
Slide 9: Delivering Complete Energy Storage Solutions: The OEM Playbook
Delivering Complete Energy Storage Solutions: The OEM Playbook OEM partnerships are Dragonfly Energy’s primary commercial strategy and growth engine: OEM net sales grew 34% in FY2025. Early Design Battery Pack Design & Complete System Accessories and Involvement Assembly Integration Software Dragonf
Slide 10: Leading Position In the Large & Growing RV Industry
Leading Position In the Large & Growing RV Industry Dragonfly Energy is a leader in lithium energy storage in the RV industry, with Battle Born batteries factory-installed across major RV manufacturers and trusted by thousands of customers. 1 in 13 U.S. Households Owns an RV, with Millions More Plan
Slide 11: Strategic Expansion Into Heavy Duty Trucking
Strategic Expansion Into Heavy Duty Trucking Dragonfly Energy’s solutions are now generating commercial revenue from major fleets, with deployments underway at Werner Enterprises and Stevens Transport. In the U.S., millions of Class 8 trucks still rely on diesel-powered APUs or idling, creating a si
Slide 12: Competitive Edge Across Industrial & Adjacent Markets
Competitive Edge Across Industrial & Adjacent Markets Battle Born Batteries serve as a safe, scalable, maintenance-free alternative to lead-acid across Solar, Utility, Oil & Gas, Rail, and Marine markets. Solar Integration Utility Oil & Gas Rail Marine Strategic partnerships with Strategic partnersh
Slide 13: Strategic Acquisition of Dakota Lithium Assets
Strategic Acquisition of Dakota Lithium Assets On July 31, 2026, Dragonfly announced the acquisition of the operating assets of Dakota Lithium, an established LFP battery brand . This capital efficient acquisition is expected to broaden Dragonfly’s market reach and be accretive to Adjusted EBITDA in
Slide 14: Dragonfly Energy's Patent Portfolio Provides A Competitive Advantage
Dragonfly Energy’s Patent Portfolio Provides A Competitive Advantage ~100 Granted, Filed, & Pending Patents 12 Countries with Dragonfly Energy Patents 4 Continents with Dragonfly Energy Patents Country with Dragonfly Energy Patent Dragonfly Energy’s significant IP moat surrounding its battery chemis
Slide 15: Proprietary Dry Electrode Battery Manufacturing Technology
Proprietary Dry Electrode Battery Manufacturing Technology Scalable, Clean, & Cost-Efficient Chemistry-Agnostic Process LFP • NMC • LCO • NCA • Graphite • Silicon • Additional Materials Reducing Cell Manufacturing Space 0 kg Requirements by 22% Enables: Toxic Solvent Required Scalable Solutions, Low
Slide 16: Future Upside: Dragonfly Energy's Unique Approach to Solid-State Cells
Future Upside: Dragonfly Energy’s Unique Approach to Solid-State Cells Non-Flammable Revolutionizing Unlocking De-Risked 1,000+ Successful Battery Cells Safety Renewables Growth Catalyst Cycles Solid-state technology Dragonfly Energy's solid- Potential Scalable, validated dry- The performance of eli
Slide 17: Financials
Financials Q3 2026 Net Sales Guidance ~13.5M We anticipate continued sequential improvement in FY26 as Quarterly Net Sales In Millions trucking revenue ramps and RV OEM partnerships expand across new and existing model lineups. $16.2 $16.0 $13.4 $13.1 $13.2 Key Growth Catalysts Heavy Duty Trucking I
Slide 18: Financials
Financials Targeting Positive Adj. EBITDA at ~$70M Annual Net Sales Run Rate Recent cost actions, accelerating commercial momentum, and the Dakota Lithium acquisition provide a path towards positive Adjusted EBITDA. Quarterly Adj. EBITDA In Millions (1) 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Cost Realignment
Slide 19: Summary
Summary Established, Expanding into Large Domestic Proprietary, Path to Revenue- Large, Growing Manufacturing Next-Gen Profitability Generating Sectors Footprint With a Manufacturing Targeting positive Adj. Commercial Strategic expansion into Roadmap to Full Technology EBITDA at an annualized revenu
Slide 20: Appendix – Reconciliation of GAAP to Non-GAAP Measures
Appendix – Reconciliation of GAAP to Non-GAAP Measures Dragonfly Energy Holdings Corp. Reconciliation of GAAP to Non-GAAP Measures (Unaudited) (U.S. Dollars in Thousands) Three Months Ended June 30, June 30, 2026 2025 EBITDA Calculation Net Loss Before Taxes $ (5,517) $ (7,034) Interest Expense 1,53
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