Capstone Energy+ (CEPL) Investor presentation summary

Market drivers and industry context

• Electric grid faces reliability constraints due to retiring base load plants, extreme weather, and surging demand from AI, data centers, and clean tech manufacturing.

• Power is increasingly moving behind the meter as grid supply struggles to keep up with demand.

Product and technology highlights

• Gas turbine systems feature a single moving part, air bearings, and require no oil, coolant, or lubricants, resulting in low maintenance and minimal emissions.

• Solutions are modular, scalable from 65 kW to multi-MW, and serve diverse applications including data centers, microgrids, ports, EV charging, and industrial sites.

• Proprietary technology enables high power density, redundancy, and uptime, with emissions below 5 ppm NOx.

Competitive and cost advantages

• Total cost of ownership is lower than reciprocating engines due to simpler installation, higher uptime, and significant thermal recovery savings.

• Minimal maintenance requirements and fluid-free operation reduce site contamination and labor costs.