Powering the Future,

© 2021 EnerSys. All Rights Reserved.

Powering the Future,Everywhere for Everyone.


June 2021


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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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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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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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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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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T E L E C O M


• 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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B R O A D B A N D


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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B R O A D B A N D


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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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


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R E N E WA B L E E N E R G Y


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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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


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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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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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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


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®


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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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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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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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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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


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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https://www.linkedin.com/company/enersys

https://www.youtube.com/user/EnerSysEMEA

Powering the Future,

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