American Superconductor (AMSC) Investor presentation summary

Transformative solutions and market positioning

• Designs and deploys advanced power control systems to manage complex energy needs across industries.

• Focuses on voltage management, power conversion, and transformer solutions to minimize downtime and support energy-intensive sectors.

• Expanding into semiconductor, traditional energy, AI/data centers, and military infrastructure markets.

• Proprietary technology enables superior power quality, reliability, and operational efficiency for customers.

Growth drivers and market opportunities

• Achieved over 5x total and nearly 7.5x grid revenue growth since FY2018, with a 34% YoY revenue increase in FY25.

• U.S. semiconductor manufacturing capacity expected to grow ~200% by 2032, driving demand for power quality solutions.

• Traditional energy sector resurgence and industrial growth are increasing demand for power control and quality systems.

• Expansion in Brazil and India leverages rising electricity demand and infrastructure investments.

• Military contracts, including a $75M order from the Royal Canadian Navy, strengthen ship power and protection business.

Strategic acquisitions and portfolio expansion

• Acquisitions of Northeast Power Systems, Neeltran, NWL, and Comtrafo have expanded market reach and product offerings.

• Integration synergies are improving margins and enabling bundled, higher-volume orders.

• Portfolio now includes solutions for renewables, industrials, utilities, semiconductors, and military applications.