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Vertical Aerospace (EVTL) investor relations material

Vertical Aerospace Lytham Partners Fall 2025 Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Lytham Partners Fall 2025 Investor Conference summary30 Sep, 2025

Industry landscape and positioning

  • Industry consolidation has reduced competitors from 50 to a handful, with only a few companies achieving significant milestones in eVTOL development.

  • Over $2.5 billion has been invested in the sector in the past 12-15 months, with Vertical spending over $1 billion less than peers to reach similar flight achievements.

  • Vertical is positioned as an aerospace company with deep certification expertise, not a Silicon Valley tech firm.

  • The company boasts a $6 billion order book from major airlines and strong board expertise in aviation and regulation.

  • Regulatory frameworks are rapidly evolving, with the UK, Europe, and Asia leading, and infrastructure like vertiports is being developed for 2028 market entry.

Product differentiation and technology

  • Aircraft offers the highest safety standard in the industry, certifying to a one-in-a-billion chance of failure, matching commercial jet safety.

  • Scalable design allows for four to six passengers and significant luggage capacity, surpassing competitors.

  • Leading battery technology and a new hybrid version extend range from 100 to 1,000 miles and payload from 550 to 1,150 kg.

  • Aircraft is designed for multiple uses: passenger, cargo, defense, emergency services, and future autonomous operation.

  • Certification with EASA and UK CAA enables rapid global market access due to gold-standard regulatory approval.

Market opportunity and business model

  • Urban congestion and megacity growth drive demand for low-altitude mobility, with the market projected to reach $9 trillion by 2050.

  • Aircraft offers a cost per seat per kilometer comparable to premium rideshare, enabling mass transport economics.

  • Business model includes aircraft sales, recurring battery sales, and hybrid powertrain, creating diversified revenue streams.

  • Annual battery replacement for each aircraft ensures ongoing revenue, similar to both aircraft and powertrain manufacturers.

  • Partnerships with major airlines and aerospace suppliers, including a $1 billion deal with Honeywell, support commercialization.

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Frequently asked questions

Vertical Aerospace Ltd. is a British aerospace and technology company that focuses on the design, manufacturing, and sale of electric vertical take-off and landing (eVTOL) aircraft. The company is engaged in advancing sustainable urban air mobility through its flagship eVTOL aircraft, the VX4, which is intended to operate with zero emissions. This aircraft aims to offer a new mode of urban transport by reducing travel time and environmental impact, positioning itself as a part of the future of aviation. Vertical Aerospace Ltd. is headquartered in Bristol, United Kingdom, and its shares are listed on the NYSE.

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