ConnectM Technology Solutions Inc. · OTC:CNTM
ConnectM Technology Solutions — Investor Presentation (April 2026)
24 slides from ConnectM Technology Solutions's investor presentation, April 2026
Slide 1: Driving a Faster, Smarter Shift Toward a Modern Energy Economy
OTC: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Company Presentation April 2026
Slide 2: Safe Harbor Statement Non-GAAP Financial Measures
Safe Harbor Statement Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning This presentation may include certain non-GAAP financial measures. of the Private Securities Litigation Reform Act of 1995 and other federal These measures should be considered
Slide 3: Who Are We?
Who Are We? ConnectM is a constellation of modern energy economy themed companies Keen Labs, our wholly owned sub, contains the Company’s software platforms, AI models, and tech products ConnectM operates as a tech-enabled services firm powered by Keen Labs tech Driv ing a Faster, Smarter Shift T ow
Slide 4: Investment Thesis
Investment Thesis A publicly traded, PE-style platform acquiring and scaling energy + AI infrastructure assets PE Model in Dual-Engine AI + Electrification Multiple Public Markets Growth Convergence Valuation Levers Buy undervalued assets US operations drive Keen Labs AI transforms Not a single-busi
Slide 5: Experienced Management Team
Experienced Management Team Bhaskar Panigrahi Nayeem Hussain Bala Padmakumar Girish Subramanya Ryan Fant Chairman & CEO President Vice-Chairman & Office CTO & Managing EVP, Head of Global Corporate Development of Technology Director, India Ops Mahesh Choudhury Kevin Stateham John Pitcavage Tom Judge
Slide 6: Worldclass Board of Directors
Worldclass Board of Directors Seasoned board members with operations, deep capital markets, technology, and energy infrastructure experience Gautam Barua Growth and M&A leader with decades of experience scaling Board Member infrastructure and software businesses. Harvard MBA. Stephen Markscheid Corp
Slide 7: 2025 Fact Sheet
2025 Fact Sheet Year Founded Headquarters 2019 Marlborough, MA Held by management FY2025 Revenue Granted Patents & trusted institutional holders $35.8M 12 70%+ 16 Driv ing a Faster, Smarter Shift T owar d a Moder n Energy Economy 7
Slide 8: Market Opportunity: A Massive, Fragmented Landscape
Market Opportunity: A Massive, Fragmented Landscape Multiple secular tailwinds converging across a $2T+ addressable market — ripe for technology-driven consolidation Massive Electrification Demand $2T+ TAM AI-Driven Infra Optimization $60B+ SAM Global push toward decarbonization is driving Energy sy
Slide 9: Platform Strategy: The Value Creation Playbook
Platform Strategy: The Value Creation Playbook A repeatable, PE-style engine: acquire undervalued assets, integrate, layer technology, and re-rate 1 2 3 4 Acquire Great Operational Apply AI / Re-Rate to Business at Fair Improvement SaaS Layer 8x–10x Multiple Price Target fragmented HVAC, Integrate i
Slide 10: Valuable & Proven AI & Tech Platforms
Valuable & Proven AI & Tech Platforms AI-Powered VPP & Battery Platform (Owned Service Network) • Network of service providers who install AI-powered climate and solar + battery systems for 35K+ residential, commercial and industrial users. • B2B in a $2T+ market Smart Mobility Platform • Visual dis
Slide 11: Our businesses collect 30GB+ of data daily, serve 35K+ homes
Our businesses collect 30GB+ of data daily, serve 35K+ homes, and process 17K+ last mile deliveries per month Smart Transportation Solar footprint Owned & Managed HVAC Service Networks Smart Logistics Driv ing a Faster, Smarter Shift T owar d a Moder n Energy Economy 11
Slide 12: Home & Building Electrification
Home & Building Electrification Smart hardware Connectivity Module VPP Software Platform Our platform transforms connected HVAC and solar systems into grid- interactive Virtual Power Plants—enabling energy optimization, demand response, & recurring value for partners Driv ing a Faster, Smarter Shift
Slide 13: Battery Technology Portfolio
Battery Technology Portfolio Two complementary platforms addressing high-power and long-duration energy storage markets Hi-C Hybrid Energy Storage Hi-E Energy Storage High-Power | Mission-Critical Long-Duration | Residential & Commercial Delivers kilowatts to megawatts in milliseconds across LiFePO₄
Slide 14: Case Study – Virtual Power Plant Platform
Case Study – Virtual Power Plant Platform Solar, home battery, and AI-powered heat pump installations give us unique insights for our VPP Platform Our VPP platform drives multiple sales and data collection opportunities • HVAC service providers sell our Keen Heat Pump ($15K job); it has AI built-in
Slide 15: Smart Mobility
Smart Mobility White labeled hardware Connectivity Module Connected Ops Platform Our IIoT hardware embeds OEM customers within our connected operations ecosystem—driving data continuity, platform stickiness, and recurring value 11 Driv ing a Faster, Smarter Shift T owar d a Moder n Energy Economy 15
Slide 16: Expanding Enterprise Customer Base
Expanding Enterprise Customer Base 20+ OEM and Enterprise customers $500M+ customer funnel/pipeline Expansion to infrastructure providers Driv ing a Faster, Smarter Shift T owar d a Moder n Energy Economy 16
Slide 17: Smart Logistics
Smart Logistics Last-Mile Delivery Longstanding B2B customers like Tire Rack Uber + FedEx functionality; 20% transaction fee - $1M/month revenue, profitable, and growing U.S. footprint 13 17 Driv ing a Faster, Smarter Shift T owar d a Moder n Energy Economy
Slide 18: Smart Logistics Case Study
Smart Logistics Case Study Customer: Large Tire Retailer | Delivery Circle Platform | Last-Mile Tire Distribution Challenge Our customer needed to move high-volume, bulky tire shipments from distribution centers directly to installers and dealers with same-day speed — without relying on traditional
Slide 19: Keen Labs' data platform: Data/AI Flywheel
Keen Labs’ data platform integrates data from our focus Data/AI Flywheel areas to enable new high margin products and services Increased Adoption More Data 130K+ connected assets today 30GBs of data collected daily More Remote asset management Customer Value Better AI models AI-driven insights/value
Slide 20: Keen Labs AI: From Data to Value
Keen Labs AI: From Data to Value Proprietary models trained on 30GB+ of daily field data from 130K+ connected assets NEAR-TERM deploying with current data Demand Forecasting Predictive Maintenance Cross-Sell & Load Shaping & Equipment Health Propensity Modeling Predict building-level energy demand 1
Slide 21: Revenue Trajectory: Consistent YoY Growth
Revenue Trajectory: Consistent YoY Growth ~85% CAGR (2021–2025) with gross profit expanding 93% in FY2025 40 FY2025 Revenue 36 35 $35.8M +58% YoY 30 FY2025 Gross Profit $11.5M +93% YoY 25 22 FY2025 Gross Margin 20 32.0% +600bps 15 15 Net Loss Improvement 10 4 29% $16.1M vs $22.5M 5 2 4-Year CAGR 0 ~
Slide 22: Balance Sheet Transformation
Balance Sheet Transformation –$23.8M deficit → +$1.6M positive equity — a $25.4M turnaround in 12 months 40 37 Total Assets 32 31 +183% 30 $36.2M 20 Total Liabilities 13 –5% $34.6M 10 2 Stockholders’ Equity 0 +$25.4M +$1.6M -10 Derivative Liabilities -20 –95% $0.2M -24 -30 Total Shares Outstanding T
Slide 23: Near-Term Catalysts
Near-Term Catalysts Multiple de-risking events converging over the next 3–12 months 0–90 DAYS 3–6 MONTHS 6–12 MONTHS • National exchange • 10-K filed • Revenue to $75M uplisting • 1:32 Reverse split → • India consolidation • Positive EBITDA ~$8 visibility • Acquisition • Institutional ownership • Br
Slide 24: Thank You
OTCQX: CNTM Driving a Faster, Smarter Shift Toward a Modern Energy Economy Thank You April 2026
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