Corporate Presentation Yverdon-les-Bains, Switzerland November 2019 1
AGENDA Who we are Leclanché technologies Our reference customers Our leadership team 2
Company history 1909 Company founded • 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 2006 Acquisition of Lithium ion Technology • 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) 2015 Implementation of Growth 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.” 4
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 6
We address USD 10 billion market growing @37% CAGR Utility-scale generation & Commercial & industrial battery eTransport microgrids 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 GWh GWh GWh 3.0 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 7
World leading Leclanché energy storage technologies 8
Our Technology Advanced production techniques Lithium cells • G/NMC cells for high energy density applications • Titanate cells for high power, fast charge applications • Industry leading cycle life, energy & power performance • Automated production facility in Germany Battery chemistry technologies Proprietary Lithium Titanate Oxide (LTO) cells for leading performance in long-life and rapid-charge applications (sole manufacturer in Europe) Modules, Packs and Racks Proprietary G-NMC cells for • Competitive custom design of Lithium cells, with in-house BMS, to design energy intensive applications (continued R&D enhancements Battery Packs for a wide range of Electric Vehicles: from eAuto rickshaw in made) India, to large eCargo vessel in Norway. • Hybrid Battery Systems with fuel cells/ gas engines under development for Module design long range vehicles. • Inhouse EMS-led Systems Integration for stationary storage solutions 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 -20 ° C to +55 ° C 0 ° C to +45 ° C Temperature 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 Reduced cost-base by 49% increase in Cell capacity; >90% for high energy density Cells more than 50% Cell capacity increase Cell cost reduction 90 320 400 Plans to triple cell 270 300 Cell Wh 70 Cell Ah €/kWh manufacturing capacity 220 200 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 build-up New modules for eTransport applications • 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 initiative launched by Battery cell research and production centre the German Federal • Cell development plant for the battery industry, set-up through the Fraunhofer Ministry of Education and Research (BMBF) Institute, to produce cylindrical and pouch cells. • Leclanché part of the industry consortium contributing to the plant Largest industrial partner set-up and operation. within the consortium German funding European Battery Alliance and “Batteriezellfertigung” budget of EUR 1 billion • Major cell production industrial ramp- up support from Germany through the EU’s By 2020, Leclanché European Battery Alliance and the use of an IPCEI (Important Project of Common aims to deliver >300 Wh per European Interest) process. kg/ 500 cycles • Leclanché has notified its interest in participating in the process through the cells for cars; >230 Wh per Kg/ establishment of an industrial consortium led by Leclanché and other partners >2’000 cycles cells for heavy (Umicore, Solvay, SGL Carbon, CS Additive, Manz, PEC). 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 • Ferries • Transit bus • Tugboats • Trolley bus • Containers • Light rail • Heavy rail • Rickshaws, • 2-3 wheelers Off highway Material handling • Cranes • Forklift trucks • Construction Equipment • Mining 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 C&I / behind the meter Utility services / grid connected • Ancillary services • Demand charge reduction • Transmission deferral • Backup power/UPS • PV optimization Microgrids EV fast charging • Rapid DC EV charging • Diesel displacement • Renewables integration • Grid stability Solar PV related • Solar ramp rate control • Load shaping-shifting 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 Custom-designed battery unit in the packs for fleets of Electric fast growing EV market Vehicles based on 100% Solutions developed and Leclanché technology Engineered for Fleet EVs and Shared Mobility Energy storage solutions for smart We are focused on the charging infrastructure Underserved e-Marine 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
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