Janus Electric Holdings Limited · ASX:JNS
Janus Electric — Corporate Update (July 2026)
16 slides from Janus Electric's corporate update, Jul 20, 2026
Slide 1: North American Order Book Update Presentation
ASX ANNOUNCEMENT North American Order Book Update Presentation For personal use only 20th July 2026 Further to Janus Electric Holdings Limited’s (ASX: JNS) (“Janus Electric” or the “Company”) announcement to the market on 17 July 2026, please find attached the presentation to be delivered at an inve
Slide 2: Strategic Update - Accelerating momentum across North America
For personal use only JANUS ELECTRIC Strategic Update - Accelerating momentum across North America Horizon 1 targets tracking to plan 20 July 2026 · ASX: JNS Driving the Future of Zero-Emission Transport
Slide 3: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This presentation has been prepared by Janus Electric Holdings Limited (ASX: JNS) for information purposes only and does not constitute an offer, invitation, solicitation or recommendation with respect to the subscription, purchase or sale of any s
Slide 4: US order book momentum accelerates
EXECUTIVE SUMMARY US order book momentum accelerates Four ASX announcements since 20 April 2026 mark rapid execution of the Three-Horizon Growth Strategy For personal use only 87 ~A$58m 5 83 US truck conversions in US orders 5 US fleets Conversions added Total North American order book 5 US fleet cu
Slide 5: Contracted conversions have almost quadrupled in a week
NORTH AMERICAN ORDER BOOK Contracted conversions have almost quadrupled in a week For personal use only 120 United States 100 25 Grew from 4 to 87 conversions in one week as five fleet operators signed contracted orders. 80 Truck conversions Canada 60 25 conversions signed under the strategic partne
Slide 6: Five fleet operators now signed up for the Janus platform
US CUSTOMER EXPANSION Five fleet operators now signed up for the Janus platform For personal use only Customer Conversions Battery Packs Gross Contract Value Ability Tri-Modal (repeat, expanded) 20 23 ~A$13m Golden State Express 20 22 ~A$14m WEHACO 20 22 ~A$14m Tradelink Transport 21 25 ~A$14m King
Slide 7: Canadian program: trucks committed under the Canadian partnership
CANADIAN PROGRAM 25 trucks committed under the Canadian partnership Strategic partnership announced 29 January 2026 with a Toronto-based consortium; first commercial phase confirmed 13 July 2026 For personal use only Batch Conversions Battery Packs Charging Stations Delivery By Nov Initial commercia
Slide 8: Regulatory and incentive tailwinds are converting demand into orders
WHY NOW Regulatory and incentive tailwinds are converting demand into orders For personal use only 1 Strong policy catalyst 2 Technology-neutral incentives California's major ports are targeting a 100% zero-emission drayage fleet by 2035, California HVIP vouchers plus Port of Los Angeles “Plus” gran
Slide 9: Horizon targets are tracking to plan
STRATEGY EXECUTION Horizon 1 targets are tracking to plan Announced 20 April 2026 - building demand, converting trucks, deploying infrastructure (FY26-27) For personal use only 50-75 trucks on the road by 31 Dec 2026 On track 500+ conversion kit pipeline secured In progress Production capacity of 50
Slide 10: Converting the order book into delivered vehicles and recurring revenue
SCALING THE PLATFORM Converting the order book into delivered vehicles and recurring revenue For personal use only Manufacturing ramp-up Customer deposits Production capacity is being increased at the Central Coast, NSW facility, The Company will receive deposits from customers for outright purchase
Slide 11: A proven home market underpinning the global scale-up
AUSTRALIA — HOME-MARKET UPDATE A proven home market underpinning the global scale-up For personal use only ARENA discussions Discussions with ARENA continue to progress positively under its Driving the Nation program. Through the application process we have been positioning each Janus Charge & Chang
Slide 12: Moorebank: a working model for scalable electric freight infrastructure
MOOREBANK — PROOF OF CONCEPT A working model for scalable electric freight infrastructure For personal use only 01 02 03 SWAP CHARGE OPERATE Fast battery exchange in around four minutes — Depleted batteries charged slowly off-peak, easing Real-time visibility across trucks, batteries and less downti
Slide 13: Delivering an electrified future, today
For personal use only DELIVERING AN ELECTRIFIED FUTURE, TODAY Janus continues to execute at pace across the United States, Canada and Australia - building the order book, the manufacturing base and the platform economics behind the Three-Horizon Growth Strategy. CEO & MANAGING DIRECTOR CHIEF FINANCI
Slide 14: Investor Q&A: From signed orders to revenue and how we fund it
INVESTOR Q&A · APPENDIX From signed orders to revenue — and how we fund it For personal use only Q What does the ~A$58m actually mean? Q How is the scale-up funded? • It is gross contract value across the signed US orders — not one-off • The larger contracted order book improves visibility for suppl
Slide 15: Investor Q&A: The customer case and what's next
INVESTOR Q&A · APPENDIX The customer case — and what's next For personal use only Q Why convert, not buy new EVs? Q What are the upcoming catalysts? • Cost: a conversion is ~A$150-175k per truck versus ~A$500-900k for a new • New Gen 2 drivetrain — the JCM 2.0 Light and JBS650 battery system. electr
Slide 16: Connect & Watch: See the platform in action
CONNECT & WATCH See the platform in action For personal use only Battery swap in 4 minutes Engineering deep dive Scaling truck electrification Fully Charged YouTube YouTube Subscribe on YouTube · youtube.com/@JanusElectric Follow Ben Hutt on LinkedIn · linkedin.com/in/benhutt Subscribe on YouTube ·
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