Electrovaya (ELVA) Investor presentation summary

Technology and product innovation

• Infinity battery systems feature proprietary ceramic separator technology, offering industry-leading safety and longevity validated by third-party and field data, with over 30,000 batteries deployed and no safety incidents.

• Batteries provide a 14,000-cycle lifespan, lasting 10–15 years of daily use, and outperform standard batteries by 3–5 times in longevity.

• Generation 2 ceramic separator technology, launching in 2027, will enhance thermostability and performance across wider operating temperatures.

• Solid-state battery development leverages proprietary separator technology for highest energy density, targeting drones, consumer electronics, and aerospace.

• Ultra-fast charging cell technology enables 5-minute charging and performance at -30°C, with extra-long cycle life and superior safety.

Market positioning and customer base

• Holds a differentiated position with the highest safety standards and long cycle life, reducing maintenance and total cost of ownership.

• Serves 16 Fortune 100 clients and partners with leading OEMs in the US and Japan, expanding into warehouse automation, robotics, GSE, defense, and construction.

• Over 70% of sales are with Fortune 500 companies, and products are under trial with major US airlines and global defense contractors.

• Strategic partnerships include Toyota Material Handling, Amazon, Sumitomo, and Bastian Solutions, with end users such as Walmart, Siemens, and FedEx.

Manufacturing and expansion

• Domestic manufacturing in Mississauga, Ontario, and a new 137,000 sq ft facility in Jamestown, NY, providing ITC-compliant battery systems and vertical integration.

• Jamestown facility will use 100% renewable electricity and is expected to reach $150–200M annual manufacturing capacity, with production starting in the first half of 2027.

• Expansion supported by $51M EXIM loan, $25M BMO facility, $7M in incentives, and $10–15M in annual tax credits at full capacity.

• Global reach includes operations in Canada, the US, and Japan.