Capstone Energy+ (CEPL) Investor presentation summary

Market drivers and industry context

• Electric grid reliability is under pressure due to retiring base load plants, extreme weather, and surging demand from AI, data centers, and clean tech manufacturing.

• Power demand is outpacing grid supply, pushing customers toward on-site, behind-the-meter solutions.

Product and technology overview

• Microturbine systems feature a single moving part, air bearings, and require no oil, coolant, or lubricants, resulting in low maintenance.

• Solutions are modular and scalable, ranging from 65 kW to multi-MW, serving commercial, industrial, and mission-critical applications like data centers and microgrids.

• Technology supports fast deployment, high power density, redundancy, and minimal emissions (<5 ppm NOx).

• Fluid-free design eliminates site contamination risks and supports circular economy by recovering waste heat.

Competitive and cost advantages

• Total cost of ownership is lower than natural gas reciprocating engines due to simpler installation, higher uptime, and greater thermal recovery savings.

• Microturbines require less maintenance, have fewer consumables, and avoid fluid leaks common in traditional systems.