KULR Technology Group (KULR) Investor presentation summary

Investment thesis and market opportunity

• Addresses critical industry and regulatory needs for lithium-ion battery safety with a proven technology platform and scalable business model across multi-billion-dollar growth markets.

• Holds a fortified IP portfolio with patents and trade secrets, serving Tier-1 customers and offering multiple revenue streams.

• Positioned to capture a $96B total addressable market by 2032, including fire suppression, vibration, cell testing, battery recycling, and pack design.

• The global battery market is projected to grow from $59.8B in 2022 to $307.8B by 2032, with strong growth in aerospace, defense, and space battery segments.

• The space economy is expected to triple to $1.8T by 2035, driving demand for advanced battery solutions.

Technology, products, and competitive advantages

• Offers proprietary solutions for battery safety, including the KULR ONE platform, SafeX products, and advanced thermal management technologies.

• KULR ONE batteries feature passive propagation resistance, NASA JSC 20793 compliance, and are customizable for space, defense, and aviation applications.

• Provides a comprehensive suite of services: battery design, testing, production, storage, transportation, and vibration reduction.

• Differentiators include rapid prototyping, North American supply chain, internal short-circuiting device, and advanced calorimetry and impingement zone mapping.

• Strong regulatory engagement (DoT, FAA, UN, UL, CSA) and industry certifications (AS9100, ISO9000).

Customers, partners, and operational footprint

• Serves a diverse client base including NASA, DoD, Boeing, Lockheed Martin, Tesla, Toyota, GM, and major battery makers.

• Strategic operations in Texas with a Center of Excellence for battery design and testing, close to NASA and key aerospace partners.

• Maintains a clean room and advanced prototyping facilities, with in-house resistance tab welding and 3D printing capabilities.