Capsol Technologies (CAPSL) Corporate presentation summary

Strategic positioning and market traction

• Positioned to enable low-carbon power and industrial decarbonization, especially in the U.S. and European markets.

• Multi-project approach gaining momentum with leading cement producers, validated by partnerships with major industry players.

• Market capitalization stands at 350MNOK, with individual license agreements valued at 100-150MNOK.

U.S. power sector opportunities

• Enables existing gas turbines to shift from peaking to low-carbon baseload generation, addressing surging power demand from data centers and AI.

• Estimated CAPEX for conversion is $250M, with potential for $50-70M added annual revenues and 50% EBITDA margins.

• Projected unlevered IRR of 15-20%, exceeding typical regulated returns.

• Signed exclusivity with a U.S. utility for a 25MW brownfield decarbonization project, with Siemens Energy and Black & Veatch involved in pre-FEED.

European industrial decarbonization

• Cement sector is a key demand driver, with active projects across 12 sites and strategic validation from major producers like Holcim.

• Multi-project approach accelerates deployment and cost reduction for cement manufacturers.

• Capsol's technology is recognized as a leading solution for hard-to-abate sectors, offering superior efficiency and integration.