© 2021 EnerSys. All Rights Reserved.
Powering the Future,Everywhere for Everyone.
© 2021 EnerSys. All Rights Reserved.
June 2021
© 2021 EnerSys. All Rights Reserved.
Forward Looking Statement
This presentation includes forward-looking statements and/or information, which are based on the
Company’s current expectations and assumptions and are subject to a number of risks and
uncertainties that could cause actual results to materially differ from those anticipated.
Such risks include, among others, risks associated with competitive actions, technology development
and implementation, intellectual property infringement, failure to execute acquisition strategy,
penetration of existing markets, expansion into new markets, hiring and retaining high quality
management and key employees and general economic conditions including the risks described in
the Company’s most recent annual report on Form 10-K dated and filed with the SEC on May 26,
2021 along with other unforeseen risks.
The statements in this presentation and accompanying commentary are made as of the date of this
presentation, even if subsequently made available by the Company on its website or otherwise. The
Company does not undertake any obligation to update or revise these statements to reflect events or
circumstances occurring after the date of this presentation.
E N E R S Y S ®
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© 2021 EnerSys. All Rights Reserved. © 2021 EnerSys. All Rights Reserved.
EnerSys Facts and FiguresW E A R E D R I V E N B Y A PA S S I O N TO K E E P T H E W O R L D W O R K I N G
Source: BCI, Eurobat industry reports and management estimates based on the markets where EnerSys participates. Market size and share are for batteries
and chargers only. It excludes power solution and services to broadband, telecom and other markets, and the aerospace & defence and cabinet enclosures markets (each estimated at $1 to $2 billion).
$3.0B I L L I O N
( $ 4 . 5 B F Y ’ 2 5 )
Sales revenue in
fiscal year 2021
22%M A R K E T
S H A R E( M P & E S )
Global leader in the
markets we serve
10k+C U S TO M E R S
Customers in more
than 100 countries
99%R E C Y C L E
R AT E
Sustainability of
Lead-Acid batteries
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© 2021 EnerSys. All Rights Reserved. © 2021 EnerSys. All Rights Reserved.
EnerSys Lines of BusinessA G L O B A L L E A D E R I N S TO R E D E N E R G Y
Specialty segment provides energy
storage solutions to the aerospace
and defense, transportation and
medical device industries
Specialty$.4M FY’21: 13% thru FY25
Energy Systems focuses on the
telecommunication and broadband,
utility industries, renewables, and
data center applications requiring
stored energy solutions
Energy Systems$1.4B FY’21: 6% thru FY25
Motive Power batteries are
utilized in electric forklift trucks,
mining and other commercial
electric powered vehicles
Motive Power$1.2B FY’21: 6% thru FY25
#1Worldwide
Market Share
(32%)
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© 2021 EnerSys. All Rights Reserved. © 2021 EnerSys. All Rights Reserved.
EnerSys Global ReachT I R E L E S S P R O B L E M S O LV E R S , A D A P T I V E T H I N K E R S
EnerSys EMEA
Switzerland
EnerSys APAC
Singapore
EnerSys HQ
Reading, PA, USA
11,000+
employees
worldwide
Global
manufacturing
facilities
Headquartered
in Reading, PA
United States
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© 2021 EnerSys. All Rights Reserved.
Data Centers
Renewable Energy
Industrial Powerand Utilities
CableBroadband
TelecomNetworks
EnerSys Energy SystemsM A R K E T S S E RV E D
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© 2021 EnerSys. All Rights Reserved.
T E L E C O M
EnerSys Energy Systems
• Mobile Network Operators
• TowerCo/Neutral Hosts
• Broadband MSOs
• Enterprise 5G
• Fixed Wireless
• AC/DC Indoor & Outdoor
Critical Power Systems
• Integrated Remote Cabinet
Systems
• Radio Access Network
(RAN) Sites
• Distributed Line Power
• Back-up Battery Systems
• Turn-Key Installation and
Maintenance Services
• Macro Cell Sites
• Small Cell Sites
• Mobile Switching
Office/MTSO
• DAS/Venue
• Edge Compute
Wireless Providers Served Power Solutions Provided Network Applications Supported
Key Wireless Services Enablers:
New Spectrum Towers/Small Cell Antenna Sites Fiber/Backhaul Bandwidth Facilities Power
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© 2021 EnerSys. All Rights Reserved.
Data
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T E L E C O M
EnerSys Energy Systems
• More small cells needed for 5G high bandwidth
mmWave delivery
• 25%+ sites will likely require distributed/
remote line powering
• Mobile Network Operator (MNO), TowerCo and
enterprise applications
• Permitting and deployment time reduced over
50%
• $2B+ market opportunities
300,000US Macro Cell Sites
TODAY
5,000,000US Small Cell Sites
5G
Distributed Line Powering
solves antenna site
acquisition and local utility
power provisioning
challenges to
5G Small Cell deployments
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© 2021 EnerSys. All Rights Reserved.
Data
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© 2021 EnerSys. All Rights Reserved.
B R O A D B A N D
EnerSys Energy Systems
Broadband Network Multiple System (MSOs) Operators
• MSOs dominate high speed data services (65% estimated
market share USA) via DOCSIS 3.1 transport platform
• Hybrid Fiber Coax (HFC) architecture remains proven
platform for broadband High Speed Data Services
• HFC network architecture provides excellent opportunity
for wireless small cell powering and data backhaul
• MSOs gaining share for mobile services and will likely be
building out portions of their network for 5G services
Our Opportunity:
• More bandwidth = 30% to 70% more network
power
• Legacy assets aging requiring upgrades
• Importance of back-up power increasing
• EnerSys holds leading share for Broadband
critical network power
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© 2021 EnerSys. All Rights Reserved.
B R O A D B A N D
EnerSys Energy Systems
MSOs will deploy Gateway products to add
5G service delivery assets to their HFC networks
Our Opportunity:
• MSO 5G deployments = incremental Gateway
sales + higher network powering requirements
driving additional power system upgrades
• Gateways to be placed based on spectrum
coverage requirements
• 1M+ potential sites
• $1.5B+ cumulative opportunity
• Gateway will be sold to both MSOs and 5G
radio OEMs
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© 2021 EnerSys. All Rights Reserved.
Our highly engineered power solutions keep the world working by providing the critical backup solutions our customers require
I N D U S T R I A L P O W E R & U T I L I T I E S
EnerSys Energy Systems
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© 2021 EnerSys. All Rights Reserved.
R E N E WA B L E E N E R G Y
EnerSys Energy Systems
Significant high growth opportunities leveraging existing
modular subsystems and high frequency charging technology
Intelligent Bi-Directional EnergyStorage
Monitoring and Control
Systems EV Fast Charging
Renewable/PV Power Systems
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© 2021 EnerSys. All Rights Reserved.
Our solutions safeguard critical IT and cloud-based systems to ensure your data and information is always available
D ATA C E N T E R S
EnerSys Energy Systems
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© 2021 EnerSys. All Rights Reserved.
EnerSys Energy SystemsT U R N K E Y S O L U T I O N S
• Technical compatibility for total and
sub-system performance
• System intelligence for optimal
reliability, efficiency and control
• Single source technical
support/services to customers
• Single source order processing and
fulfillment for streamlined supply
Lowest Total Cost of Ownership /
Deliver Most Valued Customer
Experience
Full system solutions with one phone call
EnergyStorage
TurnkeyServices
ProtectiveEnclosures
PowerSystems
EnerSys is the only company to provide truly integrated, application
specific engineered critical powering system solutions
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© 2021 EnerSys. All Rights Reserved.
EnerSys BESS + DC Fast Charge Station 2 8 5 K W H P R O TO T Y P E AT E N E R S Y S T E C H N O L O G Y C E N T E R
• Energy Storage and Fast Charging
station constructed at the Technology
Center
• System largely made from existing
modules and technology
• 75 motive lithium modules were
integrated to provide 285kWh of storage
• Full functionality has been
demonstrated
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© 2021 EnerSys. All Rights Reserved. © 2021 EnerSys. All Rights Reserved.
Lift trucks
AGVs
Burden carriers
Pallet trucks
Industrial utility
vehiclesFloor care/Cleaning machines
Ground support equipment/Shuttle
personnel carriers
EnerSys Motive PowerN E X S Y S ® B AT T E RY F O R A L L A P P L I C AT I O N S
© 2021 EnerSys. All Rights Reserved.
EnerSys Motive PowerG L O B A L L E A D E R G R O W I N G N E X S Y S ® S U P E R I O R M A I N T E N A N C E - F R E E B AT T E R Y
• Motive Power: 32% global market share; 50%+ North America market share
• Strong sales channel and dealer network with industry leading profitability
• Technology portfolio that bridges the current to the future
• NexSys® TPPL & Lithium products provide growth & margin opportunities
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NexSys®
© 2021 EnerSys. All Rights Reserved.
EnerSys Motive PowerT W O C H E M I S T R I E S – O N E G R E AT E X P E R I E N C E
• Whether lead or lithium the user experience is the same
• Fully cloud connected for fleet management
• May directly connect to vehicle control system (CAN) for full integration
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© 2021 EnerSys. All Rights Reserved.
EnerSys Specialty$ 1 . 5 B P R E M I U M T R A N S P O RTAT I O N M A R K E T O P P O RT U N I T Y
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© 2021 EnerSys. All Rights Reserved.
EnerSys SpecialtyD I V E R S E M A R K E T S & A P P L I C AT I O N S
DEFENSE
MEDICALSPACE
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© 2021 EnerSys. All Rights Reserved.
EnerSys Sustainability
• Lead-Acid batteries have 99% recycle rate
• Our energy storage solutions enable global green initiatives for renewables,
grid optimization, and EV charging
• Where we are on our journey:
• Built a robust Environmental, Health, and Safety culture
• Improved our EcoVadis score by 20% since October 2020 to Bronze level
• Established a dedicated Sustainability team
• Establishing measurements & improvement targets in environmental, DE&I,
employee safety, community support & governance
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© 2021 EnerSys. All Rights Reserved.
EnerSys FutureE X C I T I N G O P P O RT U N I T I E S
• Strong cash flow & consistent dividend / share buyback policies fuel growth
• Increase TPPL Capacity to as much as $1.2B in FY’23
• Demand from multiple markets outstrips current supply
• Enables share growth and margin upgrades
• Product offerings linked to diverse market mega-trends
• 5G, IoT, eCommerce, grid stabilization, EV charging, renewable storage
• Launching best-in-class modular lithium systems in Motive Power & Energy Systems, enhancing market leading positions
• Lean initiatives driving excellence with gross savings of $25M+ / year
Market leading engineering, supply chain, manufacturing, electronics, & service networks
across numerous established & emerging markets
will drive increased profitability through margin expansion, efficiency from higher volumes, and costs savings
FY’25 EPS = $10.00-$15.00/share depending on stock buybacks
© 2021 EnerSys. All Rights Reserved.
Thank you.
For more information visit us at enersys.com
EnerSys Global Headquarters2366 Bernville Road
Reading, PA 19605 | USA
Tel. +1-610-208-1991
+1-800-538-3627
Fax +1-610-372-8613
EnerSys EMEAEH Europe GmbH
Baarerstrasse 18
6300 Zug
Switzerland
EnerSys Asia152 Beach Road
Gateway East Building #11- 03
Singapore
189721
Tel: +65 6508 1780
Trademarks and logos are property of EnerSys and its affiliates unless otherwise noted. Subject to revisions without prior notice. E.&O.E.
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