Ocean Sun (OSUN) Investor presentation summary

Business model and strategy

• Two value engines: direct EPC for resorts and capital-light utility licensing.

• Resort EPC targets 300+ diesel-powered island resorts for near-term revenue.

• Utility licensing leverages partnerships for high-margin, scalable growth in global FPV markets.

• Recent momentum includes major resort projects, MoUs in Maldives, and pilots in Asia and Brazil.

Market opportunity and economics

• Resort EPC market includes 150 Maldives resorts ($600M) and 140-170 other island resorts ($500M).

• Typical resort project: 2 MWp FPV + 6 MWh battery, ~$4.5M turnkey CAPEX.

• Utility FPV market forecast to reach 77 GWp by 2033, with Southeast Asia, India, and Brazil as key regions.

• Licensing fees range $0.03–0.07/Wp; 1 GWp licensed could yield $50M revenue.

Competitive advantages and proof points

• Soneva project cut energy costs by 50% and reduced diesel use by 90%, with 2 MWp FPV + 3 MWh battery.

• Patented, certified FPV technology with strong project economics and asset-light model.

• De-risked delivery via established partners and standardized solutions.

• Utility licensing model validated by MoUs and pilots with ACEN-Silverwolf (Asia), UAPE (Brazil), and four Indian partners.