Co Corp rpor orate ate Pre Present sentatio ation Yverdon Yv erdon-les les-Ba Bain ins, , Switzerland itzerland Sept eptem ember ber 2019
AGENDA Who we are Leclanché technologies Our reference customers Our leadership team 2
Company history 1909 19 09 Com ompa pany ny fo foun unde ded • Georges Leclanché inventor of modern Leclanché cell., first modern battery. • Manufacturing of Zinc Carbon cell • Manufacturing of Lead Acid batteries. • Manufacturing of Capacitors • Manufacturing of Alkaline batteries 200 006 Acqu Ac quisit isition ion of of Li Lithium hium ion on Tec echn hnol ology ogy • Technology developed by the Fraunhofer Institute in Germany • Development of technology for industrial applications. • 2009 implementation of automated production. • 2012 implementation of large scale manufacturing, using water based process (world’s first) 201 015 Impl plem ementa entation tion of of Gro Growth h Pl Plan • Anil Srivastava joins as new CEO. • 2016 Golden Partner joins as shareholder and funds the company development. • 2015 - 2017 Further investments in System technology. • 2018 Large scale deployment of technology in Transport and Stationary Energy Storage Systems. • 2018 Acquisition of Energy Management System (EMS). • 2018 Joint Venture in India with largest local battery company (Exide). 3
“ We are a world leading provider of high quality energy storage solutions, accelerating the integration of renewable energy into our grids and powering the electrification of transport systems. We have over 100 years of battery and energy storage innovation, powered by German engineering and Swiss quality.”
What we do Electrification of transport systems • We deliver integrated Battery Packs for Electric Vehicles of all sizes, with intelligent interface to the charging infrastructure. Renewable energies integration • We deliver Energy Storage Systems that reliably add intermittent solar and wind energies in the electricity network as dispatchable power on an as needed basis. World leading in-house technologies • Electrochemistry to Energy Management Software: Lithium Cells, Battery Modules, Racks & Packs; Battery Management System; Energy Management Software . 5
Our Value Proposition
We address USD 10 billion market growing @37% CAGR Util ilit ity-sca cale le generat ration ion & & Commerci ercial al & in & indus ustri trial al eTra ranspor sport micro rogrids rids battery ry systems • Micro-grids: renewable integration • Commercial, industrial & residential • Fleets of buses, trains & trams • Grid stabilisation and peak shifting • Solar lighting, medical, telecoms, security • Ferries and tugboats & defence • Fast EV Charging • Forklifts, cranes, mining vehicles • Branded consumer (selected markets) 5.0 12.0 8.0 11.3 4.2 4.0 6.0 9.0 6.0 3.0 GWh GWh GWh 6.0 4.0 2.0 1.7 3.0 2.0 0.9 1.0 1.8 0.0 0.0 0.0 2016 2020 2016 2020 2016 2020 Source: Navigant Research
World leading Leclanché energy storage technologies 8
Our Technology Advan vanced ced produc oduction tion technique niques Lithium cells • • Battery ery chemist mistry ry technologi ologies es • • Proprietary Lithium Titanate Oxide (LTO) cells for leading performance in long-life and rapid-charge applications (sole manufacturer in Europe) Proprietary G-NMC cells for Modules, Packs and Racks energy intensive applications • (continued R&D enhancements made) Modul ule e desig ign • • 9
Common technology stack: serving multiple markets, enhancing margins We deploy our proprietary cells, yet remain flexible to incorporate other storage technologies with our software and controls Lithium Titanate Oxide (LTO) Lithium Graphite/NMC (G-NMC) Integrated 3 rd PartyTechnologies ▪ Hydrogen fuel cells Cycle life >20,000 @ 80% DoD 8,000 @ 80% DoD ▪ NiMH ▪ Lead acid Lifetime & Up to 20 years Up to 10 years ▪ Ultracapacitors warranty Charge time Less than 15 minutes (4C) 1 hour (1C) to 90% SoC Charge Symmetrical to discharge Asymmetrical to discharge (max. c-rate 7) (max. c-rate 1) acceptance Energy 70 Wh / kg 210 Wh / kg within 2019 density 270 Wh/ kg in 2020 Temperature -20 ° C to +55 ° C 0 ° C to +45 ° C range Safety Laminated ceramic separator Laminated ceramic separator • Power intensive applications • Energy intensive Electric Vehicles Ideal use • Long lasting applications • Renewable energy integration cases • Applications needing • Low cycle applications rapid response • Bulk storage or weight • Grid stability projects critical applications 10
Our patents portfolio Our IP portfolio of patents protects our proprietary cell technologies and water-based processing methods Coverage area # of patent families # patents granted # patents filed LTO specific 5 35 5 Manufacturing 3 37 30 process Separator 1 - 5 technology (1) System/module 2 - 3 integration 11 72 43 11
Competitive products: on target to achieve 55% cost reduction between 2015 and 2020 through innovation and engineering 49% increase in Cell capacity; >90% for high energy density Cells Reduced cost-base by more than 50% Cell capacity increase Cell cost reduction 90 320 400 270 300 Plans to triple cell Cell Wh 70 Cell Ah €/kWh 220 200 manufacturing capacity 50 170 100 30 120 0 2015 2016 2017 2018 2019 2020 2021 2015 2016 2017 2018 2019 2020 2021 Systems Assembly and Ah Wh Material cost €/kWh Manufacturing costs €/kWh Testing capacity New modules for eTransport applications build-up • New gen M3 modules design: 30% reduction in component costs. • New automated assembly line in Yverdon, Switzerland, by mid-2020 in partnership with Comau (Fiat Chrysler Automotive group company): >5 fold increase, 350 MWh in Module manufacturing capacity. 12
Continuous innovation: strong national and European alliances for lithium cells EUR 500 million Battery cell research and production centre initiative launched by • Cell development plant for the battery industry, set-up through the the German Federal Fraunhofer Institute, to produce cylindrical and pouch cells. Ministry of Education • Leclanché part of the industry consortium contributing to the plant and Research (BMBF) set-up and operation. Largest industrial partner European Battery Alliance and “Batteriezellfertigung” within the consortium German funding • Major cell production industrial ramp-up support from Germany through budget of EUR 1 billion the EU’s European Battery Alliance and the use of an IPCEI (Important Project of Common European Interest) process. By 2020, Leclanché • Leclanché has notified its interest in participating in the process aims to deliver >300 Wh per through the establishment of an industrial consortium led by Leclanché kg/ 500 cycles and other partners (Umicore, Solvay, SGL Carbon, CS Additive, Manz, cells for cars; >230 Wh per Kg/ PEC). > 2’000 cycles cells for heavy duty transport vehicles 13
Leclanché integrated solutions for electrification of transport systems • Superior in-house Cells and Battery Management Systems (BMS) to custom design Battery Packs for Electric Vehicles of all sizes. • Intelligent and dynamically configurable integration with charging infrastructure to optimize fleet operations. Marine Racks BMS Lithium Cells G/NMC Modules LTO BMS Electric Vehicle Pack 14
Transport systems application Marine vessels Land transport • • • • • • • • • Off highway Material handling • • • • 15
Leclanché energy storage systems for better integration of renewable energies Leclanché Software and Controls package provides flexibility across multiple applications Energy Management Software (EMS) Universal Fleet Management Software Lithium Cells G/NMC (UFMS) BMS LTO Modules and Racks 16
Customer applications delivered Utility services / grid connected • Ancillary services • • Transmission deferral • • EV fast charging • Rapid DC EV charging • • • • • 17
Our reference customers 18
Stealing a march on our competitors in the fast growing Electric Vehicles (EV) market Master Supply Agreements with recurring annual revenues We have created a new business unit in the Custom-designed battery fast growing EV market packs for fleets of Electric Vehicles based on 100% Solutions developed and Leclanché technology Engineered for Fleet EVs and Shared Mobility Energy storage We are focused on the solutions for smart Underserved e-Marine charging infrastructure market Yara Birkeland will be the world’s first fully electric and autonomous container ship, with zero emissions. With this vessel, Yara will reduce diesel-powered truck haulage by 40,000 journeys a year. 19
Stationary storage solutions for leading customers worldwide From less than 1 MWh in 2015 to 100 MWh projects commissioned by 2018 Comprehensive set of software and controls for Leclanché Energy Management Software (EMS) EPC turnkey solution for a wide range of applications 20
Recent Announcements of Industry-leading Projects Cremzow Cremzow sets the mark for German merchant market ancillary services E-Ferry is the largest all- E-Ferry electric passenger vessel St Kitts is largest Solar+Storage Project in Caribbean St Kitts 21
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