Janus Electric Holdings Limited · ASX:JNS
Janus Electric — Investor Presentation (November 2026)
33 slides from Janus Electric's investor presentation, Nov 4, 2026
Slide 1: Janus Electric – Horizon Two Strategy Presentation
1300 552 687 For personal use only [email protected] www.januselectric.com.au Janus Electric Holdings Limited 5 Catamaran Road Fountaindale, NSW 2258 ASX ANNOUNCEMENT 4 November 2026 Janus Electric – Horizon Two Strategy Presentation Janus Electric Holdings Limited (ASX: JNS) (Janus Electric
Slide 2: Driving the Future of Zero Emission Transport
DRIVING THE FUTURE OF ZERO EMISSION TRANSPORT For personal use only The Company undertakes no obligation to update any forward-looking statement except as required by law. Investors should make their own independent assessment and seek professional advice before making any investment decision. All f
Slide 3: Horizon Two. Planting the Flag.
rsonal use only HORIZON TWO. PLANTING THE FLAG. Horizon One built the product, the order book and the funding for it. Horizon Two scales it: five US regions, the RANGER joint venture in Western Australia, and a capital-light energy network. Strategy & Investor Update · ASX: JNS · FSE: E3C · November
Slide 4: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This presentation has been prepared by Janus Electric Holdings Limited (ASX: JNS) (the Company) for information purposes only. It does not constitute an offer, invitation, solicitation or recommendation with respect to the subscription, purchase or sale of any securitie
Slide 5: Highlights
HIGHLIGHTS A proven conversion-and-swap platform moving from first deliveries to multi-region scale. rsonal use only 01 02 03 A large, under-served market Technology proven and authorised Contracted North American demand ~8 million heavy diesel trucks across our markets, 28 converted trucks, 1 milli
Slide 6: Why Heavy Transport — and Why Now
WHY HEAVY TRANSPORT — AND WHY NOW The hardest sector to decarbonise is now the most urgent to fix: diesel risk, port mandates and incentives are converging. rsonal use only ~8m 48% ~90% 2035 Heavy diesel trucks across Janus Of Port of Los Angeles-linked GHG Of Australia's diesel is imported; freight
Slide 7: Three-Horizon Growth Strategy
THREE-HORIZON GROWTH STRATEGY Adopted by the Board in April 2026. Horizon One is nearing completion; Horizon Two begins as North American deliveries ramp. rsonal use only HORIZON 1 HORIZON 2 HORIZON 3 FY26–27 · Build demand & deploy FY27–28 · Plant the flag FY29+ · Scale & own ● Gen 2 product ready
Slide 8: Horizon One: Where We Are
HORIZON ONE: WHERE WE ARE The product is authorised, the order book is contracted and funded, and US deliveries start this month. rsonal use only 124 39 / 920 ~US$166k 1M+ km North American conversions contracted US Class 8 models / configurations Incentives approved per truck for the Electrified in
Slide 9: From Order Book to Cash
FROM ORDER BOOK TO CASH Kits and batteries are bought against signed orders, funded by order-backed trade finance, and repaid from customer and incentive receipts. rsonal use only Contracted customer Trucks Status 1 Order Signed order; incentive applications lodged Tradelink Transport 27 Incentive p
Slide 10: Horizon Two: The Plan
HORIZON TWO: THE PLAN North America produced larger, faster opportunities than we expected in April. The plan now follows them. rsonal use only 01 02 03 04 05 USA on the ground RANGER WA JV Capacity Energy network Capital-light funding Five regions with sales teams Conversion, hybrid and swap Kit ca
Slide 11: USA: Five Regions
USA: FIVE REGIONS Led by our Senior Vice President, North America. A regional conversion hub opens once 20 trucks are committed. rsonal use only West Texas & South Central Northeast & Southeast Midwest & Great Mid-Atlantic Lakes LA · Long Beach · Oakland · New York / New Jersey · Fort Worth · Housto
Slide 12: RANGER WA JV and Rest of Australia
RANGER WA JV AND REST OF AUSTRALIA A second growth engine in WA mining and road trains, and a home market built around shared freight corridors. rsonal use only RANGER · 50/50 JV AUSTRALIA Electrifying the heaviest diesel task in Australia Factory, fleet and the ARENA corridor ● Iron ore and lithium
Slide 13: Funding Horizon Two, and the Next Months
FUNDING HORIZON TWO, AND THE NEXT 12 MONTHS Horizon Two is designed to be funded through a mix of order-backed debt, asset finance, grants, partner capital and revenue. FUNDING SOURCES C ATA LY S T S rsonal use only First Ability trucks on the road; 16 HVIP applications reviewed; Order-backed debt C
Slide 14: Appendix: Background Information
rsonal use only APPENDIX BACKGROUND INFORMATION Important notice, full Horizon One scorecard, order book, production, North America, RANGER, Australia, business model, funding, leadership, corporate snapshot, FY27, etc.
Slide 15: Corporate Snapshot
CORPORATE SNAPSHOT Listed on the ASX (JNS) and quoted on the Frankfurt Stock Exchange (E3C). rsonal use only Capital structure RESEARCH Broker coverage Shares on issue ~188.8m Covered by Curran & Co and Trim Capital. Options on issue ~23.1m Electrovaya warrants (A$0.6058, 3 years) ~6.29m REGISTER De
Slide 16: Board & Leadership
BOARD & LEADERSHIP A strengthened Board and executive team, now adding North American leadership for Horizon Two. BOARD rsonal use only TF BH PK ZB Tony Fay Ben Hutt Peter Koller Zorana Bull Non-Executive Chair CEO & Managing Director Non-Executive Director Non-Executive Director EXECUTIVE LEADERSHI
Slide 17: Janus at a Glance
JANUS AT A GLANCE Diesel-to-electric conversion, battery swap and subscription services for heavy trucks, operating in Australia, the United States and Canada. rsonal use only 124 1M+ km 4,500+ 39 / 920 North American conversions contracted Electrified by 28 converted trucks in Battery swaps · ~4-mi
Slide 18: Delivered Since April
DELIVERED SINCE APRIL Progress that was not in the April plan, and that changed the shape of Horizon Two. rsonal use only 124 39 / 920 20 North American conversions contracted, from zero in US Class 8 models and configurations authorised by HVIP drayage applications lodged for Ability Tri-Modal Apri
Slide 19: North American Order Book & Pipeline
NORTH AMERICAN ORDER BOOK & PIPELINE From zero contracted North American trucks in April to 124, with 240+ further potential conversions behind it. rsonal use only Contracted customer Trucks Status 124 ~A$64.6m Tradelink Transport (CA) 27 Executed Jul–Aug; incentive packages in Conversions contracte
Slide 20: A Funding Stack for the Contracted Order Book
A FUNDING STACK FOR THE CONTRACTED ORDER BOOK Horizon One closed with the business recapitalised, high-cost debt reduced, and order-backed finance in place. rsonal use only A$11m A$12.2m A$2.0m A$1.9m CBA trade & asset finance facilities (Oct Equity raised in 2026 placements Electrovaya strategic pl
Slide 21: Production & Delivery Ramp
PRODUCTION & DELIVERY RAMP The supply chain has been rebuilt around the order book. Conversion capacity in California and Texas ramps through FY27. rsonal use only NOV 2026 DEC 2026 JAN 2027 1H CY2027 EARLY Q4 FY27 First US trucks 18 US trucks Canada starts Texas capacity Order book delivered First
Slide 22: Horizon Two: What Changed Since April, and Why
HORIZON TWO: WHAT CHANGED SINCE APRIL, AND WHY North America produced larger, faster opportunities than we expected in April. The plan now follows the evidence. rsonal use only April 2026 Horizon Two November 2026 Horizon Two Why Five US regions plus Canada; new countries through local North America
Slide 23: United States: The Largest Prize
UNITED STATES: THE LARGEST PRIZE ~4 million Class 8 trucks, port zero-emission targets, and incentive programmes that now recognise conversions. rsonal use only Region Why it matters Incentive pathway Janus today California HVIP and Port of LA programmes 124-truck book; EVC dealer and conversion LA
Slide 24: Texas Triangle: The Horizon Two Template
TEXAS TRIANGLE: THE HORIZON TWO TEMPLATE Houston, Dallas–Fort Worth and the Gulf ports: partner infrastructure, local supply and port pilots in one region. rsonal use only I N F R A S T R U C T U R E PA R T N E R MADE IN TEXAS PORTS ConGlobal: 31 US sites Local supply and training Port Houston pilot
Slide 25: North America — What Horizon Two Delivers
NORTH AMERICA — WHAT HORIZON TWO DELIVERS Moving from one region and one conversion partner to a national, multi-partner platform. rsonal use only End Horizon Two Measure Today End FY27 target WHY IT COMPOUNDS target Density drives economics US regions with a Janus presence 3 5 5 + Canada ● Each sha
Slide 26: RANGER — The Western Australian Joint Venture
RANGER — THE WESTERN AUSTRALIAN JOINT VENTURE Janus and a leading engineering services business are combining conversion, swap and hybrid technology with WA engineering to electrify road trains and mine haulage. rsonal use only STRUCTURE (PROPOSED) W H Y WA 50 / 50 JV The heaviest diesel task in the
Slide 27: RANGER — A Fast, Capital-Light Path to Profit
RANGER — A FAST, CAPITAL-LIGHT PATH TO PROFIT Customers fund the engineering, the JV earns from day one of each engagement, and fleet conversions follow proven trials. rsonal use only 1 Paid discovery 2 Funded trials 3 Fleet conversions 4 Recurring energy Q1 CY2027 2027 FROM FY28 ONGOING Customer-fu
Slide 28: Australia: Home Base, Factory and Energy Network
AUSTRALIA: HOME BASE, FACTORY AND ENERGY NETWORK The Central Coast facility supplies every market, and the home fleet is the template for shared freight corridors. rsonal use only M A N U FA C T U R I N G CUSTOMERS ARENA CORRIDOR Kits for every market 20+ fleets in the pipeline Newcastle to Melbourn
Slide 29: New Markets — Local Partners, Our Technology
NEW MARKETS — LOCAL PARTNERS, OUR TECHNOLOGY Beyond North America and Australia, Janus enters new countries through capital-light local partnerships. rsonal use only THE MODEL WHERE WE ARE Your trucks. Your workshops. Your energy. Disciplined pipeline across Africa, Asia-Pacific and the Middle East
Slide 30: How Janus Makes Money
HOW JANUS MAKES MONEY Upfront hardware, then recurring battery, energy and software revenue on every asset for its working life. rsonal use only Revenue line Indicative pricing Character CUSTOMER ECONOMICS US$175k MSRP installed; ~A$150–175k in Why fleets say yes Conversion (turnkey or dealer-fitted
Slide 31: Funding Horizon Two: Capital-Light by Design
FUNDING HORIZON TWO: CAPITAL-LIGHT BY DESIGN Horizon Two is designed to be funded through a mix of order-backed debt, asset finance, grants, partner capital and revenue. WHERE HORIZON TWO INVESTMENT GOES HOW IT IS FUNDED rsonal use only US regions People, test trucks, grant desks and field service a
Slide 32: Why Janus Wins
WHY JANUS WINS Four advantages that compound as the installed base grows. rsonal use only 01 Certified & proven 02 Retrofit + swap + software US HVIP voucher authorisation across 39 Class 8 models and No other platform combines all three for Class 8 (large prime 920 configurations (MY2016–2026), bac
Slide 33: Delivering an Electrified Future Today
rsonal use only DELIVERING AN ELECTRIFIED FUTURE TODAY. CEO & MANAGING DIRECTOR Ben Hutt [email protected] www.januselectric.com.au/investors
Janus Electric Holdings — Investor Presentation (November 2026) on 6ix