ADS-TEC Energy (ADSE) Investor presentation summary

Company overview and business model

• Develops advanced lithium-ion battery storage and ultra-fast EV charging solutions for commercial, industrial, and mobility sectors, with >250 employees and operations in Germany and the USA.

• Offers modular battery storage (BESS5000, BESS760) and battery-buffered charging (ChargePost, ChargeBox), with >2,500 charge points delivered and ~20 years of experience.

• Business models include direct sales with service contracts, charging solutions for B2B customers, and an own-and-operate model generating recurring revenue from charging, energy management, and advertising.

• Holds >250m EUR in BESS project proposals and 9m EUR in order backlog, with 87 BESS and 250 charging service contracts.

• Listed on NASDAQ since 2021, with a market capitalization of USD 709m as of April 2026.

Market drivers and outlook

• Rising renewable energy penetration and grid constraints are increasing demand for large-scale battery storage to manage volatility and supply-demand mismatches.

• Germany's energy transition, nuclear phase-out, and rapid renewable growth have led to increased price volatility and negative price hours, strengthening the case for BESS.

• Electrification trends, EV adoption, and data center growth are driving up electricity demand and the need for flexible storage and charging infrastructure.

• Grid expansion is limited by cost and scalability, making battery storage a cost-effective solution for peak shaving and grid stability.

SKM project highlights

• Developing one of Europe's largest BESS projects (SKM) in southern Germany: ~1GW/4GWh, with direct 400kV grid access and land secured for up to 75 years.

• Project structured for maximum flexibility, with 8 independent units and full in-house technological integration.

• Expected to reach ready-to-build status in Q3 2026 and go live by 2029; co-location with solar PV reduces operational costs.

• SKM can participate in all key energy markets (day-ahead, intraday, aFRR, FCR), with spreads and margins expected to increase.

• Plans to sell up to 51% stake in SKM to investors, retaining a meaningful share and using proceeds for financing and future growth; estimated value EUR 634–1,100m.