Enersys · NYSE:ENS
Enersys — Investor Presentation (March 2022)
23 slides from Enersys's investor presentation, March 2022
Slide 1: Investor Presentation March 2022
Powering the Future, Everywhere for Everyone. Investor Presentation MARCH 2022 1
Slide 2: Forward Looking Statement
Forward Looking Statement ENERSYS® This presentation includes forward-looking statements and/or information, which are based on the Company’s current expectations and assumptions and are subject to a number of risks and uncertainties that could cause actual results to materially differ from those an
Slide 3: EnerSys Facts and Figures
EnerSys Facts and Figures W E A R E D R I V E N B Y A PA S S I O N T O K E E P T H E W O R L D W O R K I N G Sales revenue in Global leader in the Customers in more Sustainability of fiscal year 2021 markets we serve than 100 countries lead acid batteries $3.0 22% 10k+ 99% BILLION MARKET CUSTOMERS L
Slide 4: Lines of Business
EnerSys Lines of Business A GLOBAL LEADER IN STORED ENERGY #1 Worldwide Market Share (32%) Energy Systems Motive Power Specialty $1.4B FY’21 Revenue $1.2B FY’21 Revenue $0.4B FY’21 Revenue Energy Systems focuses on the Motive Power batteries are Specialty segment provides energy telecommunication an
Slide 5: Global Reach
EnerSys Global Reach T I R E L E S S P R O B L E M S O LV E R S , A D A P T I V E T H I N K E R S 30+ EnerSys HQ EnerSys EMEA EnerSys APAC distribution centers Reading, PA, USA Switzerland Singapore and manufacturing facilities worldwide 11,000+ employees worldwide Headquartered in Reading, PA Unite
Slide 6: EnerSys Energy Systems: Markets Served
EnerSys Energy Systems MARKETS SERVED Telecom Cable Industrial Power Renewable Data Networks Broadband and Utilities Energy Centers © 2022 EnerSys. All Rights Reserved. 6
Slide 7: Communication Networks: Telecom
EnerSys Energy Systems Communication s Networks TELECOM Broadband Cable Wireless Providers Served Power Solutions Provided Network Applications Supported • Mobile Network Operators • AC/DC Indoor & Outdoor • Macro Cell Sites • TowerCo/Neutral Hosts Critical Power Systems • Small Cell Sites • Broadba
Slide 8: Communication Networks: Telecom 5G Small Cells
EnerSys Energy Systems Communication s Networks TELECOM Distributed line powering solves antenna site acquisition and local utility power provisioning Broadband Cable challenges to 5G small cell deployments • More small cells needed for 5G high bandwidth Industrial Power mmWave delivery and Utilitie
Slide 9: Communication Networks: Broadband
EnerSys Energy Systems Communication s Networks BROADBAND Broadband Network Multiple System Operators (MSOs) • MSOs dominate high speed data services (65% estimated Broadband Cable market share USA) via DOCSIS 3.1 transport platform • Hybrid Fiber Coax (HFC) architecture remains proven platform for
Slide 10: Communication Networks: Broadband Gateway Opportunity
EnerSys Energy Systems Communication s Networks BROADBAND Broadband Cable MSOs will deploy Gateway products to add 5G service delivery assets to their HFC networks Our Opportunity: Industrial Power • MSO 5G deployments = incremental Gateway and Utilities sales + higher network powering requirements
Slide 11: Industrial Power & Utilities
EnerSys Energy Systems Communication s Networks INDUSTRIAL POWER & UTILITIES Broadband Cable Our highly engineered power solutions keep the world working by providing the critical backup Industrial Power and Utilities solutions our customers require Renewable Energy Centers Data © 2022 EnerSys. All
Slide 12: Renewable Energy
EnerSys Energy Systems Communication s Networks R EN EWABL E EN ER GY Renewable/ Broadband PV Power Cable Systems Intelligent Bi-Directional Energy Storage Industrial Power and Utilities Monitoring Renewable Energy and Control Systems EV Fast Charging Centers Data Significant high growth opportuniti
Slide 13: Data Centers
EnerSys Energy Systems Communication s Networks D ATA C E N T E R S Broadband Our solutions provide Cable uninterrupted power to safeguard critical IT and cloud-based systems to ensure your data and Industrial Power and Utilities information is always available Renewable Energy Centers Data © 2022 E
Slide 14: Turnkey Solutions
EnerSys Energy Systems TURNKEY SOLUTIONS EnerSys is the only company to provide truly integrated, application-specific engineered critical powering system solutions Power • Technical compatibility for total and sub- Systems system performance • Systems intelligence for optimal reliability, Energy ef
Slide 15: BESS + DC Fast Charge Station
EnerSys BESS + DC Fast Charge Station 2 8 5 K W H P R O T O T Y P E AT E N E R S Y S T E C H N O L O G Y C E N T E R • Energy Storage and Fast Charging station fully functioning at our technology center • Unique DC/DC system charges EVs as fast as battery can take the charge • Leverages our EV charg
Slide 16: Motive Power: NexSys Battery for All Applications
EnerSys Motive Power N E X S Y S ® B AT T E R Y F O R A L L A P P L I C AT I O N S AGVs Burden carriers Lift trucks Pallet trucks Ground support equipment/Shuttle personnel carriers Industrial utility Floor care/Cleaning machines vehicles © 2022 EnerSys. All Rights Reserved.
Slide 17: Motive Power: Global Leader
EnerSys Motive Power G L O B A L L E A D E R G R O W I N G N E X S Y S ® S U P E R I O R M A I N T E N A N C E - F R E E B AT T E R Y NexSys® • Motive Power: 32% global market share; 50%+ North America market share • Strong sales channel and dealer network with industry leading profitability • Techn
Slide 18: Motive Power: Two Chemistries, One Experience
EnerSys Motive Power T W O C H E M I S T R I E S – O N E G R E AT E X P E R I E N C E • Whether lead or lithium the user experience is the same • Multiple solutions enable customers to optimize their business needs • TPPL and lithium offer lower cost of ownership vs traditional flooded batteries • F
Slide 19: Specialty: Diverse Markets & Applications
EnerSys Specialty D I V E R S E M A R K E T S & A P P L I C AT I O N S AEROSPACE and DEFENSE TRANSPORTATION MEDICAL DEVICES © 2022 EnerSys. All Rights Reserved. 19
Slide 20: Specialty: Premium Transportation Market Opportunity
EnerSys Specialty $ 1 . 5 B P R E M I U M T R A N S P O R TAT I O N M A R K E T O P P O R T U N I T Y *Management estimate, 2018 Global SLI Market ~$23B (Avicenne) © 2022 EnerSys. All Rights Reserved. 20
Slide 21: Sustainability
EnerSys Sustainability W E TA K E O U R R E S P O N S I B I L I T Y A S A C O R P O R AT E C I T I Z E N S E R I O U S LY • Our energy storage solutions enable global green initiatives for electrification, renewables, grid optimization, and EV charging • Lead acid batteries have a 99% lead recycle r
Slide 22: Future: Exciting Opportunities
EnerSys Future EXCITING OPPORTUNITIES • Product offerings linked to diverse market mega-trends • 5G, IoT, eCommerce, grid stabilization, EV charging, renewable storage • Launching best-in-class modular lithium systems in Motive Power & Energy Systems, enhancing market leading positions • TPPL capaci
Slide 23: 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