ConnectM Technology Solutions Inc. · OTC:CNTM
ConnectM Technology Solutions — Investor Presentation (February 2026)
22 slides from ConnectM Technology Solutions's investor presentation, February 2026
Slide 1: Driving a Faster, Smarter Shift Toward a Modern Energy Economy
OTCQX: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Company Presentation February 2026
Slide 2: Safe Harbor Statement / Non-GAAP Financial Measures
Safe Harbor Statement Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning This presentation may include certain non-GAAP financial measures. of the Private Securities Litigation Reform Act of 1995 and other federal These measures should be considered
Slide 3: Who Are We?
Who Are We? ConnectM is a constellation of modern energy economy themed companies Keen Labs, our wholly owned sub, contains the Company’s software platforms, AI models, and tech products ConnectM operates as a tech-enabled services firm powered by Keen Labs tech Driving a Faster, Smarter Shift Towar
Slide 4: Experienced Management Team
Experienced Management Team Bhaskar Panigrahi Nayeem Hussain Bala Padmakumar Girish Subramanya Ryan Fant Chairman & CEO President Vice-Chairman & Office CTO & Managing EVP, Head of Global Ops Corporate Development of Technology Director, India Mahesh Choudhury Kevin Stateham John Pitcavage Tom Judge
Slide 5: 2025 Fact Sheet
2025 Fact Sheet Year Founded Headquarters 2019 Marlborough, MA 165 2025E Revenue Granted Patents Held by management & trusted institutional holders $35M 12 70%+ 16 Driving a Faster, Smarter Shift Toward a Modern Energy Economy 5
Slide 6: Valuable & Proven AI & Tech Platforms
Valuable & Proven AI & Tech Platforms AI-Powered VPP & Battery Platform (Owned Service Network) • Network of service providers who install AI-powered climate and solar + battery systems for 35K+ residential, commercial and industrial users. • B2B in a $2T+ market Smart Mobility Platform • Visual dis
Slide 7: Our businesses collect 30GB+ of data daily, serve 35K+ homes
Our businesses collect 30GB+ of data daily, serve 35K+ homes, and process 17K+ last mile deliveries per month Smart Transportation Solar footprint Owned & Managed HVAC Service Networks Smart Logistics Driving a Faster, Smarter Shift Toward a Modern Energy Economy 7
Slide 8: Home & Building Electrification
Home & Building Electrification Smart hardware Connectivity Module VPP Software Platform Our platform transforms connected HVAC and solar systems into grid- interactive Virtual Power Plants—enabling energy optimization, demand response, & recurring value for partners Driving a Faster, Smarter Shift
Slide 9: Battery Technology Portfolio
Battery Technology Portfolio Two complementary platforms addressing high-power and long-duration energy storage markets Hi-C Hybrid Energy Storage Hi-E Energy Storage High-Power | Mission-Critical Long-Duration | Residential & Commercial Delivers kilowatts to megawatts in milliseconds across LiFePO₄
Slide 10: Case Study – Virtual Power Plant Platform
Case Study – Virtual Power Plant Platform Solar, home battery, and AI-powered heat pump installations give us unique insights for our VPP Platform Our VPP platform drives multiple sales and data collection opportunities • HVAC service providers sell our Keen Heat Pump ($15K job); it has AI built-in
Slide 11: Smart Mobility
Smart Mobility White labeled hardware Connectivity Module Connected Ops Platform Our IIoT hardware embeds OEM customers within our connected operations ecosystem—driving data continuity, platform stickiness, and recurring value 11 Driving a Faster, Smarter Shift Toward a Modern Energy Economy 11
Slide 12: Expanding Enterprise Customer Base
Expanding Enterprise Customer Base 20+ OEM and Enterprise customers $500M+ customer funnel/pipeline Expansion to infrastructure providers Driving a Faster, Smarter Shift Toward a Modern Energy Economy 12
Slide 13: Smart Logistics
Smart Logistics Last-Mile Delivery Longstanding B2B customers Uber + FedEx functionality; 20% transaction fee - $1M/month revenue, profitable, and growing U.S. footprint 13 Driving a Faster, Smarter Shift Toward a Modern Energy Economy 13
Slide 14: Smart Logistics Case Study
Smart Logistics Case Study Customer: Leading Tire Retailer | Delivery Circle Platform | Last-Mile Tire Distribution Challenge A leading tire retailer needed to move high-volume, bulky tire shipments from distribution centers directly to installers and dealers with same-day speed — without relying on
Slide 15: Keen Labs' data platform and Data/AI Flywheel
Keen Labs’ data platform integrates data from our focus Data/AI Flywheel areas to enable new high margin products and services Increased Adoption More 130K+ connected assets today Data 30GBs of data collected daily More Remote asset management Customer Value Better AI models AI-driven insights/value
Slide 16: Keen Labs AI: From Data to Value
Keen Labs AI: From Data to Value Proprietary models trained on 30GB+ of daily field data from 130K+ connected assets NEAR-TERM deploying with current data Demand Forecasting Predictive Maintenance Cross-Sell & Load Shaping & Equipment Health Propensity Modeling Predict building-level energy demand 1
Slide 17: Keen Labs Future Data Monetization Pathways
Three Additional Areas of Potential Data Monetization: 1 Pricing risk with better actuarial data Keen Labs Future Cybersecurity of connected physical Data Monetization 2 assets (vehicles, drones, robots, HVAC) Pathways 3 Utility computing & next-gen VPPs 17
Slide 18: ConnectM Revenue & Gross Profit (2021-2025E)
ConnectM Revenue & Gross Profit (2021-2025E) ~85% CAGR (2021–2025E) with gross profit expanding 17x—demonstrating scalability & improving margins 35 30 Amount ($M) 25 20 15 10 Revenue ($M) 5 COGS ($M) 0 Gross Profit ($M) 2021 2022 2023 2024 2025E Year Driving a Faster, Smarter Shift Toward a Modern
Slide 19: Summary Balance Sheet & Capitalization Table
Summary Balance Sheet & Capitalization Table As of September Pro-Forma 1 Pro-Forma 30, 2025 as of 1/31/2026 as of 1/31/2026 Cash $2,213,219 $2,653,562 Shares Outstanding 168,530,345 Total Assets $22,086,422 $40,429,911 Options (WAEP: $0.50) 2,300,012 Total Debt $8,702,341 $9,469,913 Warrants (WAEP:
Slide 20: Public Comps
Public Comps Selected public companies across ConnectM’s three focus areas: Energy/VPP, Smart Mobility/IIoT, and Smart Logistics Revenue Gross Company Ticker Segment Relevance EV / Revenue (TTM) Margin Solar microinverters, battery, home Enphase Energy ENPH energy $1.5B ~46% 3.0x Energy storage, sof
Slide 21: ConnectM + Keen Labs Key Takeaways
ConnectM + Keen Labs Key Takeaways Keen Labs utilizes ConnectM’s exclusive distribution network to expand its innovation platform Operational efficiency is driven by measured SG&A control and scalable unit economics Well-positioned to build operating leverage and grow within robotics, AI data center
Slide 22: Thank You!
OTCQX: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Thank You! February 2026
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