EnerSys · NYSE:ENS

EnerSys — Technical Presentation (September 2022)

17 slides from EnerSys's technical presentation, Sep 27, 2022

  1. Slide 1: Tech Talk – Strategic Advantages of Thin Plate Pure Lead (TPPL) Technology

    Tech Talk – Strategic Advantages of Thin Plate Pure Lead (TPPL) Technology SEPTEMBER 27, 2022 September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited.

  2. 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

  3. Slide 3: Key Takeaways

    Key Takeaways We are a global Industrial Technology company delivering ✓ highly differentiated Energy Solutions to Diverse End Markets Our Proprietary Technologies and Services play a critical role ✓ in the energy transition fueled by Megatrends Our Resilient Business Model positions us well to Capt

  4. Slide 4: Baukasten – Simple at the Core

    Baukasten – Simple at the Core • Simplified supply chain • Scale • Time to market • Reliability September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 4

  5. Slide 5: 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

  6. Slide 6: 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 and Utilities Electronics Energy Renewable Energy Storage Motive Power Premium (Flooded, TPPL, Data Centers Lithium-ion) E

  7. Slide 7: Thin Plate Pure Lead (TPPL) Overview

    Thin Plate Pure Lead (TPPL) Overview M A I N T E N A N C E - F R E E C O N N E C T E D T P P L B AT T E R I E S • Proprietary thin flat plate electrodes Unique Attributes • Pure lead, medical grade acid, and carbon technology • Smart technology capabilities • 100% - 160% energy throughput per 24 hou

  8. Slide 8: TPPL Technology Product Highlight

    TPPL Technology Product Highlight S M A R T C O N N E C T E D T P P L B AT T E R I E S F O R D I V E R S E E N D M A R K E T S September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 8

  9. Slide 9: Next Generation System Design

    Next Generation System Design September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 9

  10. Slide 10: Secular Growth Trends

    Secular Growth Trends A D VA N C I N G E L E C T R I F I C AT I O N & T H E N E E D F O R M A I N T E N A N C E - F R E E Material Autonomous / Handling Robotics Emissions Sustainability Global Energy Technology CAGR* 5-10% CAGR* 45-50% Transition (2022-2028) (2020-2025) Labor challenges Efficiency

  11. Slide 11: Prescriptive Sales Process

    Prescriptive Sales Process D IF F ER EN T IAT ING O U R SELVES VIA D ATA - D RIVEN D EC ISIO N -MAKING ( C H EM IST RY AG N O ST IC ) PROFILE QUANTIFY PRESCRIBE DEPLOY Virtually maintenance-free Customer Goals Fleet & Usage Data Training & Maint. Med-to-Heavy Duty Light-to-Med Simulate & Optimize Du

  12. Slide 12: Process in Action

    Process in Action MAJ O R L O G IST IC S C O M PAN Y G AIN S EF F IC IEN C Y AN D SAF ET Y PROFILE QUANTIFY PRESCRIBE DEPLOY Customer Goals Fleet & Usage Data Training & Maint. Save space 70 Avg. Hourly No changing Amps No watering 26%+ Simulate & Optimize OPS Data TCO Savings* 3X6 Shifts X Days / W

  13. Slide 13: Q&A

    Q&A September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited.

  14. Slide 14: Appendix

    Appendix September 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited.

  15. Slide 15: 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

  16. Slide 16: 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

  17. Slide 17: 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- 03 Tel. +1-610-208-1991 6300 Zug Singapore +1-800-538-3627 Switzerland 1

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