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Ensurge Micropower (ENSU) investor relations material

Ensurge Micropower Investor Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Update summary14 Oct, 2025

Leadership vision and background

  • New CEO brings extensive experience in technology, manufacturing, and business transformation, with leadership roles at Ford, Honeywell, Google, and successful transitions of tech companies.

  • Proven ability to drive growth, execute turnarounds, deliver shareholder value, and lead product-market fit initiatives, including successful exits and governance improvements.

Strategic direction and market opportunity

  • Focus on leveraging solid-state and microbattery technology, offering significant improvements in energy density, safety, and capital-efficient production over traditional lithium-ion batteries.

  • Positioned to capitalize on miniaturization and intelligence trends in consumer electronics, especially as AI integration accelerates.

  • AI proliferation is driving demand for microbatteries, with a $10B+ market growing at 26% annually.

  • Manufacturing base in Silicon Valley enables scalable production and local growth opportunities.

  • Team is described as world-class, with a vision for long-term impact.

Product and go-to-market approach

  • Three-tier product strategy: current 75-micron battery (good), upcoming 10-micron battery (better), and an aspirational high-performance product (best).

  • Early customer feedback is positive, with a focus on delivering high-quality, repeatable products to build trust and market leadership.

  • Partnerships are central to market entry, enabling new product development for wearables and other smart devices.

  • Strategic partnerships and a strong customer pipeline are highlighted as proof points.

  • Focus on consumer, medical, and industrial sectors, leveraging unique product differentiation.

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Q3 202512 Nov, 2025
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Frequently asked questions

Ensurge Micropower ASA specializes in the development and production of solid-state lithium batteries (SSLBs) designed for wearable devices, connected sensors, and other compact electronic applications. The company's technology focuses on delivering energy storage solutions that are thin, flexible, and rechargeable, leveraging solid-state electrolytes for enhanced safety and performance. These batteries are particularly suited for use in sectors such as hearables, medical and sports wearables, and industrial connected devices. Ensurge's manufacturing process utilizes roll-to-roll printing technology on stainless steel substrates, enabling scalable production. The company is headquartered in Oslo, Norway, with additional operations in San Jose, California. Its shares are listed on the Oslo Stock Exchange.

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