POLASTECH Company Deck June 2026

https://youtu.be/pKMrAzeJAKo?si=_EBJlGUAThOrG6de

Transcript

1. All Rights Reserved – POLASTECH INC. 1 Turning Heat into Value ~Creating the Next-Generation Thermal Infrastructure~
2. All Rights Reserved – POLASTECH INC. Turning Waste Heat into Value 2026/5/29 2 Transform heat into valuable cooling and water, and build a new thermal infrastructure for the AI and industrial era. A world without waste heat by 2050. Vision Mission https://www.voronoiapp.com/energy/Electricity-Use-From-AI-Data-Centers-Will-Quadruple-by-2030-5038 NVIDIA develop Overseas Domestic EnEfG Energy Efficiency Regulation Energy Efficiency PUE limitation • Existing DC ≦1.5 2027/7/1)→≦1.3 2030/7/1) • New DC ≦1.2 2026/7/1~) Energy Reuse Factor ERF • New DC ≥10% 2026~) • ≥15% 2027~) • ≥20%(2028~) ※Advantage for energy reuse facility will be excepted from calculation of PUE https://www.buzer.de/gesetz/16115/b44529.htm?utm_source=copilot.com Data Center Industry AWG/DAC
3. All Rights Reserved – POLASTECH INC. 3 • Water vapor regeneration consumes massive energy • Low-temperature adsorbents are the bottleneck • AWG and DAC markets growing rapidly (CAGR 10– 30%) • Huge volumes of 50–200 C heat are discarded • Cooling still relies on high-electricity chillers • Decarbonization requires heat reuse • AI growth is driving explosive electricity demand • Cooling accounts for 25–45% of total DC power • Even advanced liquid cooling struggles to reach PUE < 1.1 • Regulations (EU EnEfG) require:  New DCs: PUE ≤ 1.2  Waste heat reuse: ≥20% by 2028 DATA CENTER Industrial Waste Heat AWG & DAC AQSOA-AHP is Only one technology to solute this bottlenecks.
4. All Rights Reserved – POLASTECH INC. 4 • Operates from 55 C (no other material works at this range) • Stable over 1,000,000 adsorption–desorption cycles • Outperforms MOF, silica gel, LiCl in usable capacity • 25+ years of development and manufacturing history • Uses water as refrigerant (PFAS-free, F-gas-free) • Driven by waste heat, not electricity • Consumes 1/10 the electricity of chillers • Commercial operation since 2015 (100 kW system in Germany) Only One Platform technology to turn heat into value The Only Platform That Converts 55– 60 C Heat Into Cooling Low-Temperature Adsorbent(AQSOA) The World’s First Commercial AHP AWG&DAC Minimized Regenerative energy Chillers : InvenSor LTC10 plus (AQSOA Z01) Chilling capacity: 100 kW Operating since:2015
5. All Rights Reserved – POLASTECH INC. 5 AI drives global electricity demand Grand View Research DATA CENTER TAM 650B Industrial Waste Heat TAM 107B AWG & DAC TAM $48B • Liquid cooling (W45) becomes standard • Regulations mandate PUE improvement & heat reuse • AQSOA-AHP fits perfectly into 55–60 C waste heat Huge amount of waste heat under 200℃ Electricity for cooling is 136TWh • AHP converts 60–90 C heat into cooling • Up to 90% reduction in cooling electricity AQSOA enables lowest-energy water vapor regeneration • Multiple global companies evaluating AQSOA AWG+DAC Market size 2025→2035 AWG 5B DAC 2.5B 2025 AWG 13B DAC 35B 2035
6. All Rights Reserved – POLASTECH INC. 6 Server Ruck AHU Electric Chiller CDU Waste Heat Cold Heat 1.0 Cold Heat Server Hall Waste Heat 0.3 0.7 Server Ruck AHU CDU Cold Heat 1.0 Cold Heat Server Hall 0.3 AQSOA-AHP 50 kW 50 kW 10k W 10k W 10k W 10k W 5kW The latest Technology (Cooling) 600 kW 600 kW 600 kW 600 kW Our advanced Technology (Cooling) Waste Heat Waste Heat Cooling Tower, Dry Cooler 0.7 Electric Chiller Cooling Tower, Dry Cooler
7. All Rights Reserved – POLASTECH INC. 7 2026/5/29 PUE 0.09, ERF +30%, Pay Back Period around 4 years(¥25/kW) If the electricity price in Germany is €0.18 per kWh, this corresponds to approximately ¥33 per kWh, resulting in a payback period of around three years.
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9. All Rights Reserved – POLASTECH INC. 9 Status Quo With Our Solution Use Case: Plastic Injection Molding 6,000 operating hours/year (enclosed factory environment) ~JPY 12.5M/year electricity savings (JPY 25/kWh) ~3-year payback Use Case: 5 Injection Molding Machines – 92 kW 8.7 kW Cut Power Consumption by 90% “Reusing waste heat -no additional electricity required for cooling” “Discarding heat and using electricity to cool”
10. All Rights Reserved – POLASTECH INC. 10 Water Generation Regenerating moisture captured from air requires substantial energy. DAC (Direct Air Capture) Dehumidification before CO₂ capture requires substantial energy. High energy required for water vapor release Our Solution AQSOA The only material that adsorbs water vapor at ultra-low humidity and releases it with minimal energy.
11. All Rights Reserved – POLASTECH INC. 11 Construction POLASTECH Production Partner AQSOA Heat Exchanger Make by self OEM in future Production Partner End Customer Server manufacturer Model1 CDU manufacturer Computer Cloud NVIDIA etc W45 Specification JD Sub-Con Margin Data Center Containerized DC Joint develoment Model2 Sales Distributor AHP AQSOA Material Compornent AHP Assemble DC Appdev/supply End Customer AQSOA Fabless OEM AQSOA Heat Exchanger AHP Data Center EU APAC Computer Cloud Constr uction Constr uction Model2
12. All Rights Reserved – POLASTECH INC. 12 Contract POC JDA NDA KOM Status Name Location Market POC in Fall 2026 G Japan Data Center Joint POC with G S Japan Planning DC demonstration N Japan POC with partner A L EU AHP integration into molding machines S Japan Industry Waste heat AHP integration into heat recovery systems H Japan Evaluation AQSOA evaluation A USA AWG DAC Evaluation Automotive application C EU Evaluation AHP evaluation (Z02 specified) T EU
13. All Rights Reserved – POLASTECH INC. 13 • • • • • • • •
14. All Rights Reserved – POLASTECH INC. 2026/5/29 14 Guiding Technology and Business Direction with Leading Experts from Academia and Industry
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17. All Rights Reserved – POLASTECH INC. 17 2025/7 Seed1 Founding Phase 2026/3-2026/9 6M Funding 2.5milYen 2026/2/28Close)  Set up Company structure  Team up  AHP design  2kW prototype  AQSOA OEM proto  AQSOA sales  NEDO-DTSU STS Grant Series A Demonstration and Commercialization 2027/3-2029/2 24M Funding 6~10milYen  Demonstration 80kW unit in a containerized DC  Selling AHP for Industry  Sale of AQSOA  Mass Production of Small devices  Design, prototyping, and evaluation of 350kW  Considering investment in manufacturing equipment for AQSOA Zeolite 300T/Y  Aiming to NEDO-DTSU PCA Grant Series B Mass Production Phase 2029/3-2032/2 36M Funding 15-20milYen  Sold 350kW-AHP for containerized DCs  Mass production of AQSOA  Design and Manufacturing of 1000kW Units for Hyperscalers  Aiming to Achieve the NEDO- DTSU DMP Grant self-propelled Phase 2032/3-  Hyperscalers adopted it, and AHP sales to DC began in earnest Seed2 Business Technology development Phase 2026/10-2027/2 6M Funding 1.5milYen  2kW Proto Start POC  35kWAHP design Proto  AQSOA OEM beginning  POC begging with DC partner. feasibility study  Market Probability check  Business model verification  Acquiring Overseas Potential Customers  Management Enhancement & COO Recruitment
18. All Rights Reserved – POLASTECH INC. 18 POLASTECH INC. Company 24th July 2025 Est 2-2-1, Otemachi, Chiyoda, Tokyo, Japan HQ Hiroyuki Kakiuchi CEO Manufacturing and sales of functional adsorbent material AQSOA® Development and sales of adsorption heat pumps (AHP) using AQSOA® Business Overview Carved out from Mitsubishi Chemical Start up from Nagoya University Recognition 1st Sep 2025 Notes
19. All Rights Reserved – POLASTECH INC. We will realize a society without 'waste heat' by 2050. 19