Enersys · NYSE:ENS
Enersys — Investor Presentation (June 2022)
19 slides from Enersys's investor presentation, Jun 23, 2022
Slide 1: Tech Talk
Tech Talk JUNE 23, 2022 June 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: 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 engineering drivers are based on an Efficient De
Slide 4: 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 CUSTOMER BASE3 Asia 7% EMEA 24% Americ
Slide 5: Technology Driven Portfolio Transformation
Technology Driven Portfolio Transformation 2010 2022 • Traditional lead acid battery • Integrated technology Growth Opportunities company solutions across energy • Expand capacity for storage, power electronics, premium products and software & services • Grow Motive Power • Narrow set of end markets
Slide 6: Baukasten – Simple at the Core
Baukasten – Simple at the Core • Simplified supply chain • Scale • Time to market • Reliability June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 6
Slide 7: 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 8: 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 Renewable Energy Energy Storage Motive Power Premium (Flooded, TPPL, Data Centers Lithium-ion) E
Slide 9: ODYSSEY CONNECT / ACE
ODYSSEY CONNECTTM / ACE C O N N E C T E D T P P L B AT T E R I E S • IoT enable TPPL • Easy health determination • Fleet management June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 9
Slide 10: Lithium Modular Architecture
Lithium Modular Architecture June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 10
Slide 11: Lithium Modular Architecture
Lithium Modular Architecture June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 11
Slide 12: Lithium Modular Architecture
Lithium Modular Architecture June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 12
Slide 13: Lithium Modular Architecture
Lithium Modular Architecture Uninterruptible Power Supply (UPS) Energy Storage Telecom System Backup (Behind the Meter) June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 13
Slide 14: California Public Utility Commission (CPUC)
California Public Utility Commission (CPUC) HIGH ENERGY DENSITY FOR 72-HR UNINTERRUPTED POWER • Based on same software/hardware as Motive Power • Same lithium cell technology and format • Execution from design to production ~14 months June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietar
Slide 15: Wireless Charger
Wireless Charger AGV application Input : 3 phases 360-520Vac 50/60Hz Battery : 24-36-48-72-80 Vdc Power : 7kW & 10 kW (Peak Efficiency 93%) UL2750 EN61980 IOT Ready June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 15
Slide 16: EnerSys Experience
EnerSys Experience BAT T ER IES + C H AR G ER S + M O T IVE EXPER IEN C E Experience in delivering Intelligent DC Charging Motive Power (Battery + DC Charger) 32% global market share 50% + North America market share Installed base of over 1,200,000 motive DC Chargers (3.5kW to 56kW) globally.
Slide 17: Fast Charge and Storage (FC&S)
Fast Charge and Storage (FC&S) Solar panels on the rooftop D C F C I N S TA L L AT I O N BESS Cube (Battery Energy Storage System) PCS Cube (Power Conversion System) Pedestals June 2022 (Chargers) © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part
Slide 18: Cloud Based Asset Management
Cloud Based Asset Management June 2022 © 2022 EnerSys. All Rights Reserved. EnerSys proprietary information. Reproduction in whole or in-part prohibited. 18
Slide 19: 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