Slide 1: The New Electrovaya (EFL:TO)
The New Electrovaya (EFL:TO) Superior Lithium Ion Batteries for Energy Storage and E-Mobility 5TH DECEMBER 2016 TSX:EFL OTCQX:EFLVF 1
Slide 2: Disclaimer
Disclaimer This presentation contains historical and forward-looking statements. The forward-looking statements involve risks and uncertainties. Forward looking statements appearing in this presentation represent management’s current estimates and these may change significantly as new information co
Slide 3: Our Mission
Our Mission Mitigate Climate Change as the Global Leader in Advanced Lithium Ion Battery Solutions 3
Slide 4: Overview of Electrovaya
Overview of Electrovaya Outstanding ~ 87 million shares Fully Diluted ~ 90 million shares Insiders ~ 52% of shares Hold Market Cap ~C$219 Million @ $2.50/share IP - Patents ~few hundred & know-how Revenue: US$24.9m and EBITDA B/E (Trailing 12 months ended June 30, 2016); German Acquisition May ‘16 R
Slide 5: Why Lithium Ion battery Dominating?
Why Lithium Ion battery Dominating? Energy Storage: 83% of recent 1200 Energy Storage Projects were Lithium Ion (Navigant, November 9, 2016). Electro-Mobility: electric cars, buses, trucks, boats etc.: ~95%+ is powered by Lithium Ion Lithium Ion is ubiquitous; - easy to use, - works well everywhere;
Slide 6: Why Electrovaya? Investment Highlights
TSX:EFL: Why Electrovaya? Investment Highlights Expected Hyper-Growth across Multiple Markets Major Customer Wins demonstrate Tipping Point Technology Breakthroughs Safety – Ceramic separator breakthrough: radical battery safety Cycle-Life – Industry leading Investment & IP – 0.5 GigaWatt Plant Germ
Slide 7: The New Electrovaya: Status
Strategy: Summary The New Electrovaya: Status Acquired Global Scale Production in Europe Unique Technology Breakthrough & Superiority: Developed Products for OEMs: Modules & Systems Major Customer Wins in Multiple Sectors: Business Development: EU, North America & Asia 7
Slide 8: European Acquisition: 0.5 GigaWatthour Plant, largest in Europe
European Acquisition 0.5 GigaWatthour Plant, largest in Europe 1. Acquired 0.5 giga watt hour plant, making anodes, cathodes and separators 2. Acquired: Exclusive Global rights to an Unique Ceramic Separator for Lithium Ion Kamenz, Germany • > 2-million cells manufactured with TS16949 certification
Slide 9: Breakthrough Technology
Breakthrough Technology Critical Matrices for Lithium Ion Batteries: 1. Safety: Proprietary Ceramic Separator gives highest safety; ~20,000 electric Smart cars operating with zero hazardous incidents 2. Cycle Life: nearly double for comparable product 3. Energy Density: enabling IP for rapid increas
Slide 10: Technology Breakthrough: Safety
Technology Breakthrough: Safety Industry-leading safety due to proprietary Ceramic Separator: SEPARION™, extensive patents SEPARION™ Separator • Previously exclusive use for German Auto company only • Disruptive technology: safety with outstanding temperature stability Full ceramic material supporte
Slide 11: How Important is Safety?
Technology Breakthrough: How Important is Safety? “Samsung Slumps by $22 Billion as Note 7 Safety Warnings Pile Up” - Sohee Kim, September 11, 2016, 8:43 PM EDT Updated on September 12, 2016, 3:39 AM EDT “Samsung SDI Co. was the main battery supplier for the Note 7, according to a person with knowle
Slide 12: Product Portfolio
Product Strategy: Value-Add Building Blocks Product Portfolio Battery Modules Systems Components Litarion Cathode, Anode Litacore Litastore ELivate SEPARION™ ELitrac LITACELL™ Racks Cells Turnkey iBMS™ with IoT 12
Slide 13: FOCUS: MARKETS
FOCUS: MARKETS Celectrovaya ::
Slide 14: High Margin & Intensive Use Markets
High Margin & Intensive Use Markets Grid-Scale Storage Systems • Utility Grid Services • Distribution Grid Industrial Vehicles Small Energy Storage Systems • Forklifts • Residential Energy Storage • 24/7 Operations • Commercial Energy Storage Motive Power MOU Signed • E-Bus European OEM in Energy St
Slide 15: Market Focus: Residential Energy Storage
Market Focus: Residential Energy Storage Market Leader Win: • Master Supply Agreement: major OEM Global • First PO received: € 7million (Nov. 2016) OEM Partner LITASTORE Battery System Market Needs: Safety, Cycle Life Waterfall: 1. Other residential energy storage players 2. Commercial & Industrial
Slide 16: Market Focus: Energy Storage: Grid Scale
Market Focus: Energy Storage: Grid Scale Dual use MWh-scale storage & Emergency Power Market Leader Win: • Mobile storage system that can be quickly deployed to emergency sites to provide on-demand, high reliability, high quality power. In addition, it can provide peak shaving. • Replaces emergency
Slide 17: Electro-Mobility: Materials Handling
electro-Mobility: Materials Handling: Fortune 1000, NYSE:HY, Market leader in the Materials Handling Industry Market Leader Win: • Hyster Yale, NYSE Fortune 1000 company and a top 3 market leader • Master Supply Agreement: 3 years initial POs received branded batteries Market Needs: Safety, Cycle Li
Slide 18: Electro-Mobility: Electric Buses
Electro-Mobility: Electric Buses Rapid growth market: analyst estimates $32-billion of Lithium Ion by 2026. Market Leader MoU: • MoU with leading European integrator with global sales EU based OEM LITACELLTM Market Needs: Safety, Cycle Life Market Size: IDTechEx estimates the Lithium Ion battery mar
Slide 19: Electro-Mobility: Electric Trucks
Electro-Mobility: Electric Trucks Emerging sector with disruptive partnerships potential Market Leader MoU: • MoU with potentially the largest global company in this sector (July 2016); development work in Global progress OEM Market Needs: Safety, Cycle Life Market Size: Expected to be large Present
Slide 20: Key Executive Team
Strategy: Agile Execution Key Executive Team CEO & Chairman EVP & CFO Dr. Sankar DasGupta Richard Halka Sankar is a serial entrepreneur and an award- Richard specializes in leading high-tech companies winning scientist with over 50 US patents. He during periods of rapid growth. Previously, he was ha
Slide 21: Why Electrovaya? Investment Highlights
TSX:EFL: Why Electrovaya? Investment Highlights Expected Hyper-Growth across Multiple Markets Major Customer Wins demonstrate Tipping Point Technology Breakthroughs Safety – Ceramic separator breakthrough: radical battery safety Cycle-Life – Industry leading Investment & IP – 0.5 GigaWatt Plant Germ