EnerSys · NYSE:ENS

EnerSys — Investor Presentation (December 2022)

20 slides from EnerSys's investor presentation, Dec 13, 2022

Slide 1: Tech Talk – Lithium Strategy and Energy Systems
Tech Talk – Lithium Strategy and Energy Systems DECEMBER 13, 2022 December 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited.
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 DREW ZOGBY GRANT CLARK SVP & Chief Technology Officer President VP of Marketing & Product Management Energy Systems Global Energy Systems Global Joined EnerSys in August 2016 Joined EnerSys upon completion of Joined EnerSys upon completion of the Responsible for
Slide 4: 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 & Utilities Electronics Energy Renewable Energy Storage Motive Power Premium (Flooded, TPPL, Data Centers Lithium-ion) Ene
Slide 5: Technology Advancements
Technology Advancements Extended Runtime (XRT) Specialty Batteries Fast Charge & Storage Advancing both TPPL and Lithium modules Making history with specialty solutions NexSys® TPPL and Li-ion Options 5G Small Cell Fault Managed Maintenance free & wireless solutions Strategic collaboration to facili
Slide 6: One Company – One Cell
One Company – One Cell Energy Module Cell Stack Cell SAFETY QUALITY SCALE Industry leader in functional safety Automotive qualified cells Architecture used across with significant fire protection IP extensive cycle/calendar life the enterprise PERFORMANCE ENVIRONMENT PRODUCTION High energy density u
Slide 7: Single Architecture
Single Architecture Motive Power Modular Components DCFC Advanced Maintenance-Free Storage Scalable and Customizable Energy Modules Control Modules Telecom Renewables Hot Swapable – High Energy Density Software Home Energy Storage December 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietar
Slide 8: Power Architecture
Power Architecture Common Topology Common Blocks (SoM) Power Modules System Stack EFFICIENCY SPEED CONNECTED New designs incorporating Common blocks allow for Using a common IoT block, new SiC technology faster time to market designs connected to cloud SCALE QUALITY OPTIMIZATION Component and archit
Slide 9: Fault Managed Technology System Architecture Point2Point
Fault Managed Technology System Architecture Point2Point Source Cable (up to 1 mile) Node Power Line Communications (PLC) Small Cell Fault Small Cell AC Input Rectifier Managed Junction Down- 208/240VAC Box Converter Small Cell Module Small Cell 5kW 380V 2kW +/-190V 1350W 48V 5kW Bi-Directional 380V
Slide 10: Batteries, Power, Services across end markets
TELECOM & WIRELESS CABLE BROADBAND INDUSTRIAL & UTILITIES RENEWABLE ENERGY DATA CENTERS / UPS B AT T E R I E S SERVICES POWER ENCLOSURES SOFTWARE December 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 10
Slide 11: EnerSys Touch Points
EnerSys Touch Points ® P O W E R S Y S T E M S F O R D ATA C E N T E R S , T E L E C O M A N D C A B L E B R O A D B A N D December 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 11
Slide 12: Extended Runtime (XRT) System: CPUC Project Lead/Lithium
Extended Runtime (XRT) System F O R C P U C P R O J E C T: L E A D / L I T H I U M TPPL Solution Lithium Solution 0 HOMES SERVICED 300+ Lead-Acid Batteries Lithium-ion Batteries Power Supply Power Supply Software / Monitoring Software / Monitoring Cabinet Cabinet December 2022 © 2022 EnerSys. All Ri
Slide 13: Extended Runtime (XRT) System: CPUC Project Installations
Extended Runtime (XRT) System F O R C P U C P R O J E C T: I N S TA L L AT I O N S December 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 13
Slide 16: 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 $3.4bn1 7.9%1 $4.471 ~11.4k1 10k+1 22%1 Sales Adj. Operating Margin Adj. Diluted EPS Total Employees Customers Market Share2 FY’22 SALES BY GEOGRAPHY GLOBAL FACILITY BASE3 Asia 7% EMEA 24% Americ
Slide 17: 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 18: 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 19: Energy Systems Product Portfolio
Energy Systems Product Portfolio TELECOM & WIRELESS CABLE BROADBAND INDUSTRIAL & UTILITIES RENEWABLE ENERGY DATA CENTERS / UPS Power Alpha® ACS-HP 125 Mojave™ Alpha® Z-PDU Alpha® CXPS-E3 Alpha® XM3.1-HP Modular Switched Renewable Zero RU 48VDC 900A Power System Broadband Power Supply Mode Charger In
Slide 20: 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

EnerSys — Investor Presentation (December 2022) on 6ix

EnerSys — Investor Presentation (December 2022)

Slide 1: Tech Talk – Lithium Strategy and Energy Systems

Slide 2: Forward Looking Statements

Slide 3: Speaker Introduction

Slide 4: Leveraging Our Platforms Across All Segments

Slide 5: Technology Advancements

Slide 6: One Company – One Cell

Slide 7: Single Architecture

Slide 8: Power Architecture

Slide 9: Fault Managed Technology System Architecture Point2Point

Slide 10: Batteries, Power, Services across end markets

Slide 11: EnerSys Touch Points

Slide 12: Extended Runtime (XRT) System: CPUC Project Lead/Lithium

Slide 13: Extended Runtime (XRT) System: CPUC Project Installations

Slide 14: Q&A

Slide 15: Appendix

Slide 16: EnerSys at a Glance (NYSE: ENS)

Slide 17: Technology Driven Portfolio Transformation

Slide 18: Technology to Meet Customer Needs

Slide 19: Energy Systems Product Portfolio

Slide 20: Thank you.