Artience (4634) Investor presentation summary

Business strategy and market outlook

• Focus on expanding CNT dispersions for lithium-ion batteries, especially for automotive applications, with a revised medium-term management plan and updated sales targets postponed to 2027 due to market conditions.

• Ongoing capital investments and stable production at five sites across Europe, the US, China, and Japan to support global customer adoption and market expansion.

• Emphasis on developing products for LMFP, anode materials, and all-solid-state batteries to align with future technology trends.

Technology and product advantages

• Proprietary dispersion technology enables uniform CNT adsorption on active materials, improving battery capacity, output, and lifespan.

• CNT dispersions outperform traditional carbon black by providing higher conductivity, requiring less additive, and supporting high-capacity, rapid-charging batteries.

• Long-standing expertise in dispersion and surface modification, with over 100 years of accumulated technology and a decade of experience in automotive LiB materials.

Market trends and performance

• EV market growth is driven by stricter environmental regulations, but recent demand has been sluggish, especially in Europe and the US.

• CNT dispersions are increasingly important for next-generation LiBs, including high-end, middle-end (LMFP), and all-solid-state batteries.

• CNTs are expected to surpass carbon black in market share as conductive agents by 2026, reflecting their growing adoption in automotive batteries.