Dragonfly Energy (DFLI) Investor presentation summary

Market leadership and business overview

• Recognized as a commercial leader in deep-cycle lithium-ion energy storage, with over 400,000 battery packs deployed since 2012 and $400M+ revenue generated since 2020.

• Focuses on RV, trucking, marine, off-grid, and industrial markets, leveraging a patented dry electrode manufacturing process for scalable, cost-efficient production.

• Maintains a domestic manufacturing footprint in Nevada, supporting quality control and supply chain resilience.

• Holds approximately 100 patents globally, providing a significant competitive advantage in battery chemistry, manufacturing, and system integration.

Product and technology differentiation

• Specializes in lithium iron phosphate (LiFePO4) batteries, offering up to 10x longer lifespan and 5x faster charging than lead-acid alternatives, with enhanced safety and environmental benefits.

• Proprietary dry electrode process reduces manufacturing space by 22%, lowers energy use by 25%, and eliminates toxic solvents, enabling decentralized and sustainable production.

• Actively developing solid-state battery technology, validated for over 1,000 cycles in lab settings, aiming for safer, non-flammable, and more efficient energy storage.

Commercial strategy and customer base

• Primary growth engine is OEM partnerships, with net sales from OEMs growing 34% in FY2025; early design involvement and in-house assembly enhance integration and quality.

• Factory-installed by leading RV manufacturers, with significant market share in the RV sector and recent wins in Airstream and Ember RV lineups.

• Expanding into heavy-duty trucking, with major orders from Stevens Transport and Werner Enterprises, driven by anti-idling regulations and fleet electrification trends.

• Serves industrial, marine, oil & gas, and rail markets, validated by partnerships with Ameresco, Connexa, and National Railway Supply.