NeoVolta (NEOV) Investor presentation summary

Market opportunity and industry drivers

• U.S. battery energy storage market projected to reach $45B by 2030, with $20B utility-scale, $15B residential, and $10B commercial & industrial (C&I) segments targeted for expansion.

• Grid reliability is challenged by aging infrastructure, rising demand from EVs, data centers, and electrified manufacturing, requiring over $250B in upgrades by 2035.

• Energy storage is critical for grid stability, cost reduction, electrification, and national energy security, supported by policy incentives like the IRA.

Business model and strategic initiatives

• Vertically integrated across design, manufacturing, and sales of high-end energy storage systems, with a focus on LFP technology and a 15-year warranty.

• U.S. manufacturing JV in Georgia (2 GWh initial, scalable to 8 GWh) enables domestic, FEOC-compliant production for higher-margin utility and C&I markets.

• Multiple revenue streams pursued: battery manufacturing, residential channel expansion, C&I market entry, and innovative financing models (BaaS, TPO).

• Recent acquisition of Neubau Energy accelerates modular product launches and margin expansion, with leadership integration and IP gains.

Financial performance and growth trajectory

• FY2025 revenue reached $8.4M (+219% YoY); Q1 FY2026 revenue surged to $6.7M (+1,027% YoY), reflecting rapid scaling.

• Quarterly revenue and gross profit have shown consistent growth, with significant increases in each quarter from FY2024 through FY2025.

• Strategic partnerships and acquisitions are driving immediate accretion and positioning for scalable growth.