Business
Q1 2026 Newsletter
Gelion plc has released its Q1 2026 newsletter, highlighting significant progress in commercial partnerships with TDK Corporation and QinetiQ, alongside securing additional ARENA funding. The company achieved exceptional technical results with its Nano Encapsulated Sulfur (NES™) technology using li-metal and graphitic anodes, and its analytical suite is now complete. Gelion also announced its interim report and half-year investor presentation, and appointed Professor Rachid Yazami as a new technology advisor, reinforcing its strategy to replace strategic minerals in lithium-ion battery cathodes with its low-cost, supply chain-unconstrained NES™ material. Disclaimer*
About this update from Gelion Plc
13 April 2026 Gelion plc ("Gelion", the "Company" or the "Group") Q1 2026 Newsletter Gelion (AIM: GELN), the sulfur battery company, is pleased to publish it Q1 2026 newsletter, marking a period of meaningful progress for Gelion, including the advancement of the Company's commercial partnerships, deepening our technical expertise through key appointments and international engagements, and strengthening the culture and community that defines our organisation. Gelion is seeking to replace the strategic minerals in current Lithium-ion battery cathodes with Gelion's Nano Encapsulated Sulfur (NES™) that are low cost and can be dropped into existing global manufacturing lines. Gelion's NES™ is made from sulfur which is abundantly available and free from supply chain constraints. Q1 Highlights include: · Exceptional Technical Results and Expansion of Testing with TDK Corporation · Commercial & Technology Highlights: o Partnership Progress - TDK & QinetiQ o Additional ARENA Funding Secured o Analytical Suite Complete o Exceptional technical results with li-metal and graphitic anode using Gelion's NES™ · Announcement of the Company's Interim Report and publication of our half year investor presentation · Appointment of Professor Rachid Yazami as New Technology Advisor Link to Newsletter: https://mailchi.mp/c4a7b1dc736d/nsas9dckgl-10607025?e=ad8717dde7 For more information, please visit Next-Generation Sulfur Battery Technologies | Gelion or contact: Gelion plc John Wood, CEO Amit Gupta, CFO via Tavistock Strand Hanson Limited (Nominated and Financial Adviser) Christopher Raggett / Rob Patrick / Harry Marshall +44 (0) 20 7409 3494 Oberon Capital (Joint Broker) Nick Lovering / Mike Seabrook / Adam Pollock +44 (0) 20 3179 5300 Allenby Capital Limited (Joint Broker) Jos Pinnington / Lauren Wright (Sales and Corporate Broking) Alex Brearley / Ashur Joseph (Corporate Finance) +44 (0) 20 3328 5656 Tavistock (Financial & Corporate PR) Simon Hudson / Nick Elwes / Saskia Sizen +44 20 7920 3150 [email protected] About Gelion Gelion plc, the sulfur battery company is developing next ‑ generation battery technologies that aim to accelerate the clean energy transition by delivering sustainable, high ‑ performance, cost ‑ effective energy storage solutions. Central to its strategy is proprietary sulfur ‑ based cathode active material (CAM) technology, which uses nanoconfinement to control sulfur behaviour in lithium ‑ sulfur and room ‑ temperature sodium ‑ sulfur battery architectures Nano-Encapsulated Sulfur (NES ™ ), addressing historical performance limitations and enabling compatibility with standard lithium ‑ ion and sodium ‑ ion manufacturing infrastructure. The NES ™ material is being developed with the goal of having "drop in" capability in place of alternate cathode materials to support scalable production in existing gigafactories and targets critical benchmarks for energy density and power performance, with applications across electric mobility, e ‑ aviation, grid and stationary storage. Gelion works with Tier One industrial partners to commercialise its technology and deliver integrated energy storage systems that support global decarbonisation goals. -ends-