# EDGAR Filing Document

**Accession Number:** 0001862490
**File Stem:** 0001193125-23-008888
**Filing Date:** 2023-1
**Character Count:** 34766
**Document Hash:** 9d792e656de58461a4e9b8e0c673a594
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-23-008888.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001193125-23-008888

**CONFORMED SUBMISSION TYPE**: 6-K

**PUBLIC DOCUMENT COUNT**: 31

**CONFORMED PERIOD OF REPORT**: 20230117

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tritium DCFC Ltd
- **CENTRAL INDEX KEY:** 0001862490
- **STANDARD INDUSTRIAL CLASSIFICATION:** MISCELLANEOUS TRANSPORTATION EQUIPMENT [3790]
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** C3
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** 6-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-41226
- **FILM NUMBER:** 23530204

**BUSINESS ADDRESS:**
- **STREET 1:** 31 ARCHIMEDES PLACE
- **STREET 2:** UNIT 1
- **CITY:** MURARRIE
- **STATE:** C3
- **ZIP:** QLD 4172
- **BUSINESS PHONE:** 61 (07) 3147 8500

**MAIL ADDRESS:**
- **STREET 1:** 31 ARCHIMEDES PLACE
- **STREET 2:** UNIT 1
- **CITY:** MURARRIE
- **STATE:** C3
- **ZIP:** QLD 4172

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**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549** 

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**FORM 6-K** 

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**REPORT OF FOREIGN PRIVATE ISSUER** 

**PURSUANT TO SECTION 13A-16 OR 15D-16** 

**UNDER THE SECURITIES EXCHANGE ACT OF 1934** 

**For the month of January 2023** 

**Commission File Number: 001-41226** 

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## Tritium DCFC Limited
**(Translation of registrant's name into English)** 

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**48 Miller Street** 

**Murarrie, QLD 4172** 

**Australia** 

**+61 (07) 3147 8500** 

**(Address of principal executive office)** 

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Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☒ Form 40-F ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

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On January 17, 2023, Tritium DCFC Limited issued a press release and made available an investor presentation on its website. The press release is attached as Exhibit 99.1 hereto and is incorporated by reference herein. A copy of the investor presentation is attached hereto as Exhibit 99.2.

**EXHIBIT INDEX** 

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| | |
|:---|:---|
| **Exhibit<br>No.** | **Description** |
| 99.1 | [Press Release issued by Tritium DCFC Limited on January 17, 2023, titled "Tritium Announces Largest Customer Order in Company History and Releases Preliminary Results for CY2022 with Record Sales, Revenue, and Backlog."](d316731dex991.htm) |
| 99.2 | [Investor Presentation, dated January 2023.](d316731dex992.htm) |

---

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**SIGNATURES** 

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
|  | **Tritium DCFC Limited** | **Tritium DCFC Limited** |
| Date: January 17, 2023 | By: | /s/ Jane Hunter |
|  |  | Jane Hunter |
|  |  | Chief Executive Officer |

---

## Exhibit 99.1

**Exhibit 99.1** 

## Tritium Announces Largest Customer Order in Company History and Releases Preliminary Results for CY2022 with Record Sales, Revenue, and Backlog
*Financial information at and for the period ended December 31, 2022 presented herein is preliminary. Complete financial results for the period will be published by the Company on Form 6-K within the standard timeframes prescribed by applicable SEC and exchange rules.* 

**Highlights** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Secured the largest order from a single customer in Company history with a new order from bp (NYSE: BP) for
deployment across the United States, United Kingdom, Europe, and Australia.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Achieved the largest monthly production output in Company history in December 2022, with 50% more output than any
previous month.

**Calendar Year 2022 – Preliminary Results** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Received record sales orders valued at $195 million in calendar year 2022, growth of 38% over the previous
calendar year's result of $141 million.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Achieved record revenue in the range of $95 million to $102 million in calendar year 2022, of which
approximately $72 million was achieved in the six months ended December 31, 2022, a 157% increase over the results of the previous six-month period ended June 30, 2022.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Projects cash and cash equivalents of approximately $70 million at December 31, 2022.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Opens the 2023 calendar year with a record order backlog of approximately $159 million at December 31,
2022. **Calendar Year 2023 – Guidance** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Expected revenue in excess of $200 million, corresponding to annual growth of over 100%, with approximately
35% forecasted for the first half of calendar year 2023 and the balance in the second half of calendar year 2023.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Expected gross margin of 10% to 12% in calendar year 2023 as the Company benefits from its manufacturing scale-up, improved product pricing, and planned product suite streamlining.

**BRISBANE, Australia, January 17, 2023** – Tritium DCFC Limited ("Tritium" or the "Company") (Nasdaq: DCFC), a global leader in direct current ("DC") fast chargers for electric vehicles ("EVs"), today provided an update on the business.

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**bp Order and Market Demand** 

Global demand for Tritium products continues to grow, as evidenced by the latest order from bp (NYSE: BP), the Company's largest order from a single customer in its history. This is bp's second major order from the Company, following an initial order announced alongside the bp multi-year global framework contract in April 2022.

The size of these orders is an indicator of ongoing growth in demand for DC fast chargers, in-line with global EV uptake alongside the accelerating deployment of EV chargers by many segments including petroleum, convenience, retail, electricity, and fleet companies.

Tritium anticipates further acceleration of market demand for its high-quality and reliable DC fast chargers, which have the benefit of almost ten years of continuous operation in the field through Tritium's large global installed fleet of DC fast and ultra-fast chargers. Tritium, an EV fast charging pioneer with a reputation as a global technology leader, estimates its position as the number two market share in the universal DC fast charger category, excluding China.

The Company expects the volume of sales to continue to grow, as customers move past pilot programs into accelerated rollouts of large, global EV charging networks. With its Tennessee factory already delivering chargers, Tritium is well-positioned to benefit from expected increases in demand for Buy America-compliant EV fast chargers from later in 2023 through 2028, driven by funding from the National Electric Vehicle Infrastructure ("NEVI") Formula Program and the Inflation Reduction Act.

**Tennessee Factory and Production Update** 

Tritium began its lease of a factory in Tennessee in March 2022, fit out the facility over five months with the first of six planned production lines operational in July, and held a grand opening in August. During the 2022 calendar year, the Company made meaningful upfront investments in raw materials, equipment, and the recruitment of more than 200 employees for the Tennessee facility. Tennessee will continue to scale over the course of 2023, producing the Company's chargers at a rate of efficiency previously not achievable.

In December 2022, Tritium produced record units at both its Brisbane and Tennessee facilities, with each location contributing to the achievement of the single largest monthly output in Company history with more than 600 and 400 units, respectively. These milestones were reached by executing the Company's plan to accelerate production rates to meet customer demand and shorten order fulfillment time to drive improved working capital efficiency and advance Tritium's continued market leadership.

Currently, the Tennessee factory is operating two production lines with plans to add three additional lines in 2023. While demand for Tritium's products supports an even faster factory ramp-up with additional lines and more shifts, the Company continues to balance its growth within the guardrails of working capital availability and labor recruitment in the local Tennessee market.

The Company expects to hit several global production milestones in 2023 as the Tennessee factory continues to ramp-up and production at the Brisbane factory shifts to Tritium's new class of modular chargers. While the Tennessee factory focuses on modular charger production, Tritium remains on plan to cease production of its four legacy products at its Brisbane factory in 2023 to focus production efforts at that location solely on the Company's in-demand, modular chargers going forward. This optimization will further drive efficiency gains across purchasing, supply chain, warehousing, production, testing, quality control, and distribution, enabling improved margins.

The production ramp-up in 2023 is expected to produce a total projected output of at least 11,000 units for the calendar year 2023. Calendar year 2024 is expected to benefit from the full year impact of 2023 initiatives: a production run rate at scale, the transition to the planned streamlined modular product suite, new products to be launched in 2023, continued improved pricing, and operational efficiencies across supply chains, logistics, and services.

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**Calendar Year 2023 Guidance** 

Tritium's 2023 forecasts are supported by the Company's current purchase order backlog of approximately 80% of forecast revenue for calendar year 2023, planned production line expansion at the Tennessee plant, and charging infrastructure deployment plans shared by Tritium's blue-chip customer base. For calendar year 2023, the Company expects:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• In excess of $200 million in revenue, an increase of over 100% over unaudited preliminary calendar year 2022
revenue.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Gross margins to improve throughout calendar year 2023, averaging between 10% and 12% over the full calendar
year.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Operational expenses, including R&D, of $90 million to $95 million, a 13% to 19% increase from
unaudited preliminary 2022 calendar year operational expenses.

Tritium believes it is well-positioned to meet its 2023 forecasts despite macro-economic factors affecting the global economy, given its customer base includes well-capitalized Fortune 100 companies, fully-funded growth companies, and companies that are already accessing committed government funding. Tritium's guidance for revenue and margin increases is enabled by planned production scale-up, production efficiencies gained through a streamlined product suite with significant parts and architecture commonality, the ability to truck chargers across the US, rather than transport them by sea or air, and pricing improvements driven by supply limitations, NEVI funding, and high inflation. The Company ordered long-lead time parts throughout the 2022 calendar year for planned 2023 manufacturing to mitigate the globally disrupted electronics supply chain.

<br> *"Tritium remains focused on maintaining and growing our enviable global fast charger market share through designing, selling, building, and servicing world-class chargers," said Tritium CEO Jane Hunter. "2022 was a foundational year, putting many of the building blocks in place to deliver our long-term competitive strategy, while still achieving record revenue and sales. With the listing of the Company on the Nasdaq, opening the Tennessee factory, securing the world's best customers, and rounding out our talented management team, Tritium is better positioned than ever to capitalize on the opportunities ahead."*<br>

**2022 Business Update** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The Company projects record sales orders valued at $195 million for calendar year 2022, representing a 38%
increase over the $141 million of sales orders received in calendar year 2021. Based on discussions with new and existing customers, Tritium expects to have 2023 production fully allocated through committed sales orders in early 2023.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Tritium currently expects to achieve record revenue in the range of $95 to $102 million for calendar year
2022, representing a 23% to 32% increase over revenue for calendar year 2021. Revenue for the six months ended December 31, 2022 is expected to be $72 million, an increase of 157% over the six months ended June 30, 2022.

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&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• The Company anticipates a record year-end sales order backlog of
approximately $159 million, which supports the Company's calendar year 2023 revenue guidance.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Cash and cash equivalents at the end of calendar year 2022 are projected to be $70 million.

Tritium enters 2023 as the only top three global fast charger manufacturer with a US factory able to take advantage of Buy America requirements. The Company's product suite continues to sit at the forefront of the industry, with the only fully liquid-cooled, fully-sealed, and IP65-rated charger on the market, affording the Company an industry-leading total addressable market and delivering to its customers a lower total cost of ownership over the competition.

**St Baker Capital Raise** 

Tritium also received a primary capital investment of $30 million in December 2022. This capital is made possible through a new, stand-alone $20 million working capital facility and an additional $10 million accordion, which expands the previously announced senior debt facility from $150 million to $160 million. The Company also confirms that it has not sold any securities under its previously announced $75 million B. Riley committed equity facility, and its current share count stood at 155,488,856 common shares as of December 31, 2022.

The $20 million working capital facility has been provided by Sunset Power Pty Ltd ("Sunset Power"), a trustee of the St Baker Family Trust. The $10 million accordion facility is also provided by Sunset Power and expands the previously announced debt facility agreement with long-term supporters Cigna Investments, Inc. ("Cigna"), the investment arm of Cigna Corporation, a U.S.-based global health services company, Barings LLC ("Barings"), a global investment manager, and Riverstone Energy Limited ("Riverstone").

The capital is to be used to grow the business through increased manufacturing capacity, securing long lead-time parts, and bolstering the Company's cash balance. These capital raises demonstrate the long-term support for Tritium by both its largest shareholder, Trevor St Baker AO, and the Company's senior lenders.

In addition to providing capital, during the fourth quarter of 2022 the St Baker Family Trust notified Tritium that it had acquired an additional 3% of Tritium shares through market purchases, representing the maximum additional shareholder accumulation permitted under Regulatory Guide 6 of the Australian Securities and Exchange Commission ("ASIC") addressing creeping acquisitions within takeover law, which limits additional accumulations in a six-month period by any shareholder with holdings in excess of 20% of the Company's common shares. The St Baker Family Trust and its affiliates now own and control 24.8% of the common shares of the Company as of December 31, 2022.

**About Tritium** 

Founded in 2001, Tritium (NASDAQ: DCFC) designs and manufactures proprietary hardware and software to create advanced and reliable DC fast chargers for electric vehicles. Tritium's compact and robust chargers are designed to look great on Main Street and thrive in harsh conditions, through technology engineered to be easy to install, own, and use. Tritium is focused on continuous innovation in support of our customers around the world.

For more information, visit tritiumcharging.com.

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**Presentation of Information** 

Unless otherwise indicated, all references herein to "CY," "year" or to a specific year (e.g., 2022, 2023, 2024, etc.) are to the calendar year. Any references herein to the Company's fiscal year ending June 30 are described as "fiscal year" or "FY."

**Forward Looking Statements** 

This press release includes "forward-looking statements." The Company's actual results may differ from its expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," "may," "will," "could," "should," "believe," "predict," "potential," "continue," "aim," and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, the Company's expectations, hopes, beliefs, intentions or strategies for the future. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results, including, but not limited to: our history of losses; the ability to successfully manage our growth; the adoption and demand for electronic vehicles including the success of alternative fuels, changes to rebates, tax credits, and the impact of government incentives; the accuracy of our forecasts and projections including those regarding our market opportunity; competition; our ability to secure financing; delays in our manufacturing plans; losses or disruptions in supply or manufacturing partners; risks related to our technology, intellectual property and infrastructure; exemptions to certain U.S. securities laws as a result of our status as a foreign private issuer; and other important risks and uncertainties described in the documents filed by the Company from time to time with the U.S. Securities and Exchange Commission. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Most of these factors are outside the Company's control and are difficult to predict. The Company cautions not to place undue reliance upon any forward-looking statements, including projections, which speak only as of the date made. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.

###

**Media Contact** 

Jack Ulrich

<u>media@tritium.com.au</u>

**Investor Contact** 

Cary Segall

<u>ir@tritiumcharging.com</u>

## Exhibit 99.2

![](g316731ex99_2p1g1.jpg)

Exhibit 99.2 World-Class E-Mobility Fast Charging Solutions INVESTOR PRESENTATION JANUARY 2023

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![](g316731ex99_2p2g1.jpg)

Disclaimer Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, also known as the Private Securities Litigation Reform Act of 1995. Any express or implied statements contained in this presentation that are not statements of historical fact and generally relate to future events, hopes, intentions, strategies, or performance may be deemed to be forward-looking statements. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," "may," "will," "could," "should," "might," "possible," "believe," "predict," "potential," "continue," "aim," "strive," and similar expressions may identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements include, without limitation, the Company's expectations, hopes, beliefs, intentions or strategies for the future, including, but not limited to: our history of losses; the ability to successfully manage our growth; the adoption and demand for electronic vehicles including the success of alternative fuels, changes to rebates, tax credits, and the impact of government incentives; the accuracy of our forecasts and projections including those regarding our market opportunity; competition; our ability to secure financing; delays in our manufacturing plans; losses or disruptions in supply or manufacturing partners; risks related to our technology, intellectual property and infrastructure; exemptions to certain U.S. securities laws as a result of our status as a foreign private issuer; and other important factors discussed under the caption "Risk Factors" in the various filings with the Securities and Exchange Commission (the "SEC") by Tritium DCFC Limited (the Company), as such factors may be updated from time to time in the Company's other filings with the SEC, accessible on the SEC's website at www.sec.gov and the Investors Relations section of Company's website at https://investors.tritiumcharging.com/. Any investors should carefully consider the risks and uncertainties described in the documents filed by the Company from time to time with the SEC as most of the factors are outside the Company's control and are difficult to predict. As a result, the Company's actual results may differ from its expectations, estimates and projections and consequently, such forward-looking statements should not be relied upon as predictions of future events. The Company cautions not to place undue reliance upon any forward-looking statements, including projections, which speak only as to management expectations and beliefs as of the date they are made. The Company disclaims any obligation or undertaking to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, other than to the extent required by applicable law. No Offer This presentation is for informational purposes only and it does not represent an offer to sell or the solicitation of an offer to buy any of the Company's securities. There will be no sale of the Company's securities in any jurisdiction in which one would be unlawful. Presentation of Information Unless otherwise indicated, references to a particular "fiscal year" are to our fiscal year ended June 30 of that year. References to a year other than a "fiscal" or "fiscal year" are to the calendar year ended December 31. Trademarks The companies depicted in the photographs herein, or any third-party trademarks, including names, logos and brands, referenced by the Company in this presentation, are the property of their respective owners. All references to third-party trademarks are for identification purposes only and shall be considered nominative fair use under trademark law. Further, none of these companies are affiliated with the Company in any manner. 2 INVESTOR PRESENTATION

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![](g316731ex99_2p3g1.jpg)

WHO IS TRITIUM? Building the Future of Transportation Pursuing a Vision of Fulfilling a Purpose to On a Mission to Fast Charging Everywhere Enable Clean Energy Electrify Transportation 3 INVESTOR PRESENTATION

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![](g316731ex99_2p4g1.jpg)

TRITIUM AT A GLANCE Second Highest Global Market Share for Fast Chargers 10,000+ 80% ~10 4 20,000+ 21+ Sales order CAGR Years of continuous field Global production High-powered DC fast chargers sold Year track record of across more than 42 achieved from operation through global and testing facilities charging sessions innovating electric countries CY20-22 fleet of DC fast chargers per day transportation Note: Excluding China and Tesla 4 Supercharger Network INVESTOR PRESENTATION

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![](g316731ex99_2p5g1.jpg)

TRITIUM MANAGEMENT TEAM Experienced Management Team with Manufacturing and Electronics Backgrounds Jane Hunter Glen Casey Rob Topol David Toomey Chief Executive Chief Operating Chief Financial Chief Strategy Officer and Officer Officer Officer Executive Director David Nicholl Mike Calise Keith Michael R. Hutchison Collins Chief Sales President, Officer Americas Chief People General Counsel Officer and Company Secretary 5 INVESTOR PRESENTATION

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![](g316731ex99_2p6g1.jpg)

OUR CUSTOMERS Supplied 68% of the World's Leading Charging Networks #1 #7 Seven Largest Networks by Number of Deployed DC Fast Chargers in Each Region Note: Excluding Tesla Supercharger Network Tritium chargers on network 6 Source: AFDC, BNEF Public EV Charger Deployments by Region INVESTOR PRESENTATION AUS NZ UK USA Europe

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![](g316731ex99_2p7g1.jpg)

MARKET SHARE Largest DC Charger OEM in America and Top 3 in Europe Tritium Deployed Chargers & Connectors Market DC Connector Deployments & Tritium Share Estimated Tritium Estimated Tritium Tritium Connectors (~10k Chargers) Market Share (Connectors) Market Position Known Total Market Connectors (BNEF) 9k EUR > 12% #3 Total Market 69k 6k USA > 30% #1 Total Market 19k 2k AUS > 75% #1 NZ 2k Note: Excluding Tesla Supercharger Network 7 Source: BNEF Public EV Charger Deployments by Region, as at 20 December 2022 INVESTOR PRESENTATION

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![](g316731ex99_2p8g1.jpg)

TECHNOLOGY DIFFERENTIATION Differentiated Technology for Reliability and TCO Proprietary Liquid Cooled and Lower Total Cost of Modularity IP65-Rated Ownership (TCO) Tritium's sealed product enclosures, liquid Tritium's modular charging technology enables Tritium's fast chargers are the only fully cooling technology, and small product footprint more cost-effective operations and infrastructure liquid cooled fast DC chargers commercially results in up to 37% total cost of ownership deployment, from single charger sites to charging available. The liquid cooling system allows reduction over 10 years compared to air cooled destinations. Tritium's modular chargers provide Tritium's chargers to be fully sealed and systems. These savings increase when customers with three-dimensional flexibility to achieve the only IP65 enclosure rating for a combined with Tritium's modular technology. increase charger power and easily increase the DC fast charger globally. number of chargers on a site. Dust Snow Salt 8 INVESTOR PRESENTATION

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![](g316731ex99_2p9g1.jpg)

PRODUCT ROADMAP More Use Cases for Low and Ultra High-Power Charging Gen 2 Gen 2 150kW 400kW 32kW 1MW+ 75kW Released 2021 2023 2023 2025 Released 2020 120+kW 240+kW 2024 2024 Retail Charging Parks Fleets Charging Depots Self-contained system Distributed system Distributed low-power DC Centralized high-power DC Convenience charge Rapid public charging Large scale fleet deployment Commercial charging Easy installation Lowest total cost of ownership Easy installation Heavy vehicles – truck/bus/ferry/aircraft CENTRALIZED DC E A S Y O N S I T E G R I D - S C A L E B A T T E R Y I N T E G R A T I O N 9 Note: The product roadmap is subject to change. INVESTOR PRESENTATION

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![](g316731ex99_2p10g1.jpg)

PUBLIC CHARGING GOVERNMENT FUNDING Huge Government Investment in Charging Infrastructure Government Programs Funding DC USA Germany UK Australia Fast Chargers Bipartisan Infrastructure Law Deutschlandnetz Rapid Charging Fund Future Fuels Fund +$7.5BN USD +€2BN EUR +£1BN GBP +$250M AUD EV Charger Purchasers CPOs Auto Fuel Retail Fleets Utilities Heavy Tritium Charging Solutions Hardware Software Services Note: CPOs: charge point operators 10 Government programs are examples and inexhaustive INVESTOR PRESENTATION

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![](g316731ex99_2p11g1.jpg)

DC CHARGING MARKET DC Charging Market Value Greater Than AC Global Cumulative Charger Forecast at 2030 Market Characteristics of AC and DC Charging Total Chargers Total Investment Competition Entry Barriers Trailing Revenue ~113m ~$362b Extreme Low Uncertain AC AC Slow Chargers Slow Many established Simple technology as Limited maintenance, 40% competitors with power conversion Chargers some potential for smart occurs in the vehicle. limited pricing power. charging add-ons. AC Slow Chargers 96% Limited Very High Very High Under five true Highly technical 8-10 year expected life DC DC Fast Chargers competitors with scale engineering expertise creates support Fast 60% in western markets. required with extensive ecosystem including Chargers Only two competitors safety, compliance, and trailing maintenance, including Tritium vehicle compatibility spare parts, and ongoing serving both EU & USA. protocols. software/firmware support. DC Fast Chargers 4% 11 Source: BNEF Long-Term Electric Vehicle Outlook 2022 INVESTOR PRESENTATION

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![](g316731ex99_2p12g1.jpg)

GROWING ADDRESSABLE MARKET Disrupted Energy Distribution Market Tritium Supplies All Segments USA EU Asia Electricity ~3K ~4.5K +++ Utilities Retail 1M+ 5M+ 1.5M+ Establishment Gas Station ~120K ~78K 150K+ Commercial Vehicle Sales ~13M ~3M ~8M p.a. Passenger Vehicle Sales ~5M ~18M ~36M p.a. 12 Source: Retail, NRF. Utility, EIA. Fuel, NACS. Autos and Fleets, OICA INVESTOR PRESENTATION

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![](g316731ex99_2p13g1.jpg)

PRODUCTION CAPACITY 11,000 Tritium Units Forecast for CY23 USA Facility Ramping for NEVI-Fueled Growth Tritium CY23 Global Production Guidance Target Production Capacity – As Announced – Tritium v Peers ~30k p.a. Tritium's planned US capacity exceeds future production 3x capacity announced by peers in North America by 3x ~11k Expanding ~10k p.a. ~10k p.a. Capacity Tennessee ~60% 500+ 100+ Up to 183 Jobs Jobs Jobs Brisbane ~1k ~40% Dec 22 CY23 Tritium ABB SK Signet A E Lebanon, Columbia, Plano, Tennessee South Texas Carolina 13 Sources: ABB, SK Signet INVESTOR PRESENTATION

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![](g316731ex99_2p14g1.jpg)

CY23 GUIDANCE Expecting to Double Revenue to >$200 Million in CY23 Tritium Revenue Guidance CY23 CY23 Revenue Commentary ◼ Tritium's 2023 forecast is supported by the Company's current purchase order backlog of $159m, ~80% of forecasted revenue for CY23. >$200m ◼ Service and maintenance revenue, H1 CY23 F including spare parts revenue, is ~35% expanding as older chargers exit their $159m +50% CAGR warranty period and the installed base of Purchase Order Backlog chargers grows exponentially. ◼ Tritium is seeing increased demand for service level agreements as the industry $95m-102m moves from pilot programs to full scale professional operations backed by blue- chip companies. $78m H2 CY23 F ◼ Regional (Europe, US, and APAC), $59m ~65% segment and customer diversification has helped drive continual revenue growth as each market is driven by differing factors. CY20 CY21 CY22 CY23 A A E F Actual Estimate Unaudited Forecast 14 INVESTOR PRESENTATION

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![](g316731ex99_2p15g1.jpg)

STRONG SALES GROWTH Substantial Growth in Backlog Provides Strong Visibility for 2023 +38%◼ Record sales orders of $195 million in calendar year 2022, $195m a 38% increase over the previous calendar year. $141m ◼ Tritium demand and sales Sales continue to grow in European, Orders United States, and Asian $60m markets, unlike most competitors who only have access to a single geography. CY20 CY21 CY22 A A E +115% ◼ Tritium forecasts CY22 sales order backlog of $159 million, $159m surpassing the previous June 30, 2022 record backlog of $149 million. Purchase Order $74m ◼ Purchase order backlog Backlog underpins revenue forecast for CY23. $4m EOY CY20 EOY CY21 EOY CY22 A A E 15 Note: CY22 E – Estimated Unaudited Result INVESTOR PRESENTATION

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![](g316731ex99_2p16g1.jpg)

MODULAR PRODUCT SUITE Manufacturing Efficiencies Driven by Product Suite Simplification Indicative CY23 Production Schedule Transition Year for Production ◼ Four charger models cease production in CY23, optimizing manufacturing by simplifying engineering, supply chain, production, and logistics. ◼ Tritium's two modular products, RTM75 and PKM150, are not only simpler and faster to manufacture, but share 80% common components for streamlined engineering, supply chain, field service, and maintenance. ◼ Modular products provide broader market coverage across use cases, delivering many flexible and scalable deployment options for customers in addition to increased geographic compatibility, which expands Tritium's TAM. Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Modular Product 1 Legacy Product 1 Legacy Product 3 Modular Product 2 Legacy Product 2 Legacy Product 4 16 INVESTOR PRESENTATION

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PHOTOS

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b p p u l s e A u s t r a l i a L a u n c h – T r i t i u m C E O J a n e H u n t e r w i t h b p C E O B e r n a r d L o o n e y 18 INVESTOR PRESENTATION

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A m a z o n – T r i t i u m a t t h e A m a z o n F A S T f o r w a r d S u m m i t i n B e r l i n , G e r m a n y 19 INVESTOR PRESENTATION

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P r i m e M i n i s t e r A n t h o n y A l b a n e s e – t h e A u s t r a l i a n P r i m e M i n i s t e r a t t h e B r i s b a n e F a c t o r y 20 INVESTOR PRESENTATION

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R e v e l – F l e e t a n d P u b l i c C h a r g i n g i n B r o o k l y n , N e w Y o r k 21 INVESTOR PRESENTATION

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D e l t a J u n c t i o n , A l a s k a – T e m p e r a t u r e s a s L o w a s - 6 3 . 0 ° F (- 5 2 . 8 ° C) 22 INVESTOR PRESENTATION

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C h a r g e F o x – G o l d C o a s t , A u s t r a l i a 23 INVESTOR PRESENTATION

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T e n n e s s e e F a c t o r y – A m e r i c a n - M a d e b p p u l s e F a s t C h a r g e r s 24 INVESTOR PRESENTATION

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T e n n e s s e e F a c t o r y – N e w L i n e s a n d R a m p i n g P r o d u c t i o n 25 INVESTOR PRESENTATION

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O s p r e y C h a r g i n g – C r o y d o n , U n i t e d K i n g d o m 26 INVESTOR PRESENTATION

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P r a x i s – T h e N e t h e r l a n d s 27 INVESTOR PRESENTATION

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![](g316731ex99_2p28g1.jpg)