Executive Vice President and Chief Financial Officer
Forward-Looking Information
As a reminder, we will be presenting certain forward-looking statements on this call that are based on Management's current expectations and views regarding future events and operating performance and are subject to uncertainties and changes in circumstances. Our actual results may differ materially from the forward-looking statements for a number of reasons. Our forward-looking statements are applicable only as of the date of this presentation. For a list of the factors which could affect our future results, including our earnings estimates, see forward-looking statements included in "Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations," set forth in our Quarterly Report on Form 10-Q for the fiscal quarter ended July 4, 2021, which was filed with the U.S. Securities and Exchange Commission.
In addition, we will also be presenting certain non-GAAP financial measures. For an explanation of the differences between the comparable GAAP financial information and the non-GAAP information, please see our company's Form 8-K which includes our press release dated August 11, 2021, which is located on our website at www.enersys.com.
August 12, 2021
EnerSys 2021. All Rights Reserved
2
$815M
+16%
Revenue
vs Q1'21
NE $54
$1.25M
+36%
EPS
vs Q1'21
Presented on an as adjusted basis.
Sales, Backlog & Earnings Up
Robust demand in all business segments drove strong quarterly results
Backlog of $850 at record high, and growing
Shortages in labor, materials and transportation being addressed
As the temporary supply chain headwinds unwind, we will benefit from the strong market momentum
August 12, 2021
EnerSys 2021. All Rights Reserved
3
$371M
Revenue
+$5%
vs Q1'21
$13M
($15M)
OE
vs Q1'21
Presented on an as adjusted basis.
Energy Systems
Volume growth offset by supply chain headwinds
Revenue up 6% and OE up $4M versus Q4
CA PUC backup program ramping
($50M initial orders being finalized)
Progressing new product initiatives
(Touch-Safe, lithium, & DC fast charge)
Headwinds:
Higher freight & tariffs
Integration/ramp costs from NorthStar acq
Semi-conductoravailability
Contract Mfg. being moved out of China
Sound underlying demand, growing order book; Full opportunity to be unleashed as COVID supply chain headwinds subside
August 12, 2021
EnerSys 2021. All Rights Reserved
4
$336M
Revenue
+28%
vs Q1'21
$51M
+$23M
OE
vs Q1'21
(15.1%)
Presented on an as adjusted basis.
Motive Power
Backlog at historic highs, ROS at historic high-end
Backlog of $250+M at historic highs
ROS of 15.1% near historic heights - aided by efficiency improvements & opex restraints
OEM capacity constraints limiting shipments
NexSys® TPPL & lithium gaining market acceptance
Hagen, Germany restructuring ahead of plan, savings started to be realized
Business should remain bright spot with only moderate supply chain constraints
August 12, 2021
EnerSys 2021. All Rights Reserved
5
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EnerSys Inc. published this content on 11 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 August 2021 20:48:14 UTC.
EnerSys is a United States-based energy solutions company. The Company provides stored energy solutions for industrial applications. The Company manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories and outdoor equipment enclosure solutions to customers worldwide. Its energy systems, which combine enclosures, power conversion, power distribution and energy storage, are used in the telecommunication, broadband and utility industries, uninterruptible power supplies, and numerous applications requiring stored energy solutions. Its Motive Power batteries and chargers are utilized in electric forklift trucks and other industrial electric powered vehicles. Its Specialty batteries are used in aerospace and defense applications, large over-the-road trucks, automotive, medical and security systems applications. It also provides aftermarket and customer support services to its customers.
ENERSYS 
