Exro Technologies, Inc. · OTC:EXROF
Exro Technologies — Investor Presentation (2024)
17 slides from Exro Technologies's investor presentation, 2024
Slide 1: Technology Driven Performance Improvements and Cost Reduction
Technology Driven Performance Improvements and Cost Reduction 2024
Slide 2: Forward-looking statements
This presentation contains forward-looking statements within the meaning of Canadian Company's ability to retain skilled management and staff; currency, exchange and interest securities laws. These statements relate to future events or future performance and reflect rates; the availability of financ
Slide 3: Complete Technology Platform Reduces Costs and Increases Efficiency in Electrifying Transportation
ELECTRON GUZZLERS EFFICIENT PROPULSION TECHNOLOGY Inefficient real-world performance due to lack 3M+ miles of industry-leading efficiency, of harmony amongst various components. validated by blue chip OEMs. COSTLY MECHANICAL FOCUSED SOLUTIONS O P T I M I ZE S S Y S T E M P E R F O R M A N C E Relian
Slide 4: Exro's Investment Highlights
At Exro, we are on a mission to revolutionize electric propulsion and reshape global energy consumption. Our patented power electronics, hardware and software, enhance the efficiency and cost-effectiveness of electric vehicles. By advancing the capabilities of electric motors and batteries, we enabl
Slide 5: Changing the way the world consumes energy with cost effective control
. We are changing the way the world consumes energy by delivering cost effective control solutions that improve system efficiency and total cost of ownership. OPTIMIZED COST EFFECTIVE ELIMINATE PATH TO POWERTRAIN ELECTRONIC SOLUTIONS RARE EARTH METALS PROFITABILITY IN 1H 2025 . Right sized, differen
Slide 6: Coil Driver and SEA-Drive e-propulsion
PASSENGER COMMERCIAL P R O VI D E D B Y 2 COIL DRIVER 2 3 MOTOR CONTROL AGNOSTIC TO PROPULSION TYPE 1 The Coil Driver is a patented traction 2 inverter technology customizable for 2 both passenger and commercial vehicle applications. 1 BATTERY 1 3 PROPULSION SYSTEM The SEA-Drive® e-propulsion system
Slide 7: More Range | More Torque | More Power | Less Cost
More Range | More Torque | More Power | Less Cost Agnostic to propulsion type every electric vehicle consists of 3 major components – battery, motor and inverter. The INVERTER IS THE BRAIN of the powertrain. The VCU (vehicle control unit) — the box the contains the software that serves as the VOICE
Slide 8: Significant Value Proposition for E-Mobility Market: Cost & Performance
Significant Value Proposition for E-Mobility Market: Cost & Performance Passenger vehicle Commercial vehicle Higher payload across various terrains A PV equipped with Exro Coil Driver A CT equipped with Exro Coil Driver A 17-ton truck equipped with Coil will see on average 5-15% greater provides the
Slide 9: Addressable market 2030 TAM US$133B+
Addressable market (1) Passenger LDV(3) Two-Wheelers HDV(3) MDV (3) Buses Coil Driver ~US$133B 16% 28% 10% 45% 37% 4% 2030 TAM US$133B+ COIL DRIVER ~US$133B [2023-2030] 2023 – 2030 CAGR to reach projected market size Regulatory environment California Air Resources Board, Clean Vehicle Tax credit of
Slide 10: Our blue-chip customers' distribution networks
OUR BLUE-CHIP CUSTOMERS’ DISTRIBUTION NETWORKS Mack 300+ Locations | 40+ Electric Certified Hino 200+ Locations Small Fleets MTE, UPS, APAC PASSENGER / LIGHT-DUTY MEDIUM-DUTY HEAVY-DUTY Induction Machines E-Propulsion Systems E-Propulsion Systems Performance Vehicles E-Axle Systems Repower The conte
Slide 11: Multiple Revenue Streams to Deliver Short-Term Revenue and Long-Term Growth
Multiple Revenue Streams to Deliver Short-Term Revenue and Long-Term Growth LONG-TERM OPPORTUNITIES Adjacent Vehicle Classes EXP A N S I ON Light Commercial Class 8 Trucks EXECUTION Hydrogen Ready Extended Range North America Europe Middle East Licensing Model - SE Asia Patents Win New Customers Lev
Slide 12: Capitalization and Q2 2024
Public company in US & Canada Basic shares outstanding 508.8 M Options / RSU’s / PSU’s 31.0 M Warrants outstanding 29.5 M Fully-diluted shares 569.3 M outstanding Convertible Debt US$63 M TSX: EXRO; OTCQB: EXROF NASDAQ ready Capitalization and Q2 2024 12
Slide 13: Board of Directors
Rod Copes Sue Özdemir Chairman Chief Executive Officer Former Chief Operating Officer at Rivian Automotive; Former Division Former CEO of GE's Small Industrial Motors Division - General President at Harley-Davidson Electric (NYSE: GE) (“GE”) 30+ years automotive executive $160M revenue enterprise Fr
Slide 14: Management team
Sue Özdemir Darrell Bishop Chief Executive Officer Chief Financial Officer Former CEO of GE's Small Industrial Motors Division - General Electric 15 years experience in investment banking and capital markets (NYSE: GE) (“GE”) Peters & Co Limited, Haywood Securities, National Bank $160M revenue enter
Slide 15: Deliver on order book and path to profitability
2024 Deliver on order book – 250 Systems in 1H Year Cost synergies with 20% G&A reduction First joint integration development Supply chain efficiencies to drive New Innovation program 5% BoM reduction 2025+ Path to profitability in 1H 2025 Additional customers Expanded tech offerings (PV/CV/other) a
Slide 16: Power electronic controls that target all e-mobility applications
Power electronic controls that target all e- Defined path to profitability. Delivering revenue with blue-chip OEMs mobility applications – Hydrogen, Hybrid, which provide unique leverage through and Battery Electric. If it’s electric it needs ecosystem of distribution networks. our tech. Technology
Slide 17: Exro Technologies Inc.
www.exro.com Exro Technologies Inc. www.exro.com | @exrotech