REG - Gelion PLC - Gelion Achieves Key Industry Technical Milestone

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RNS Number : 2458K  Gelion PLC  04 December 2025

4 December 2025

Gelion plc
("Gelion", the "Company" or the "Group")

 Technical Breakthrough: Gelion Achieves Target Areal Capacity

Gelion Advanced Sulfur Cathodes Reach Key Industry Milestone in Coin Cells

Gelion plc (AIM: GELN), the global energy storage innovator, has achieved a
major technical milestone in the development of its next-generation sulfur
battery technology. This achievement marks a major step forward in Gelion's
roadmap to delivering high-energy-density, low-cost sulfur-based batteries
suitable for e-aviation, electric mobility, stationary storage, and other
commercial applications.

In this next phase of development, Gelion confirms that its proprietary
cathode active material ("Gelion CAM") has crossed the 4Q threshold
demonstrating stable cycling with the industry recognised 4Q areal capacity
(~4 mAh/cm²) in coin cells, the industry standard platform for evaluating
new battery materials. Achieving 4Q is widely regarded as a key milestone for
high energy density sulfur cathodes. This demonstrates that Gelion CAM can be
processed into thicker, high structural integrity electrodes which provide a
critical step towards high energy density performance in large format pouch
cells. This is a critical enabler for scaling sulfur-based technology toward
commercial grade battery systems.

Building on the successful technology transfer from the Max Planck Institute
of Colloids and Interfaces (MPI) and the Gelion CAM scale-up announced in
September 2025, recent electrode development work shows that Gelion's
proprietary material can maintain mechanical stability and controlled porosity
even at increased thickness. Achieving these properties is critical to
reaching industrially relevant high-areal-capacity electrodes and represents
an important benchmark for competitiveness with conventional lithium-ion
technology.

Historically, increasing sulfur loading in battery electrodes has been limited
by rapid degradation of thicker electrodes. Gelion's results indicate that its
CAM can overcome these limitations, supporting higher energy per square
centimetre while maintaining electrode robustness, a key pathway toward
smaller, lighter, and higher-energy battery cells.

Achieving 4Q areal capacity is a core technical requirement for large-format
Li-S and Na-S cells and directly supports Gelion's energy-density and cost
objectives for next-generation sulfur-based batteries.

Key Highlights:

 ·             4Q Achieved in Coin Cells: Gelion has successfully reached its 4Q
               areal-capacity target in coin-cell testing, the industry-recognised standard
               for evaluating advanced battery materials. 4Q is widely recognised as a
               critical milestone for practical high-energy-density sulfur cathodes.

 ·             Clear Technical Progress Toward Pouch Cells: The coin-cell results provide
               strong evidence supporting the translation of Gelion's CAM into large-format
               pouch-cell electrodes capable of meeting 4Q performance targets.

 ·             Improved Electrode Quality and Consistency: Recent work demonstrates enhanced
               uniformity, improved adhesion, and reproducible slurry rheology, all
               compatible with scale-up for larger-format electrodes.

 ·             Enabling Future High Energy Density Targets: This milestone strengthens
               Gelion's roadmap toward high-energy-density, low-cost sulfur-based batteries
               suitable for e-aviation, electric mobility, stationary storage, and other
               commercial applications.

 

John Wood, CEO of Gelion, commented: "Achieving 4Q areal capacity in coin
cells marks a major validation of our sulfur cathode platform and represents a
key technical milestone for Gelion. In the battery industry, 4Q is widely
recognised as an important benchmark for high-energy-density sulfur cathodes,
and these results give us strong confidence that our sulfur CAM can progress
toward delivering the same performance in pouch-cell formats. As we continue
refining electrodes for larger format manufacturing, we are building the
technical foundation required for prototype development and industry
engagement."

CONTACTS

   Gelion plc                                                     Via Alma
   John Wood, CEO

  Amit Gupta, CFO

  Strand Hanson Limited (Nominated and Financial Adviser)         +44 (0) 20 7409 3494

 Christopher Raggett / Rob Patrick

  Oberon Capital (Joint Broker)                                   +44 (0) 20 3179 5300

  Nick Lovering / Mike Seabrook / Adam Pollock

  Allenby Capital Limited (Joint Broker)                          +44 (0) 20 3328 5656

  Jos Pinnington / Lauren Wright (Sales and Corporate Broking)

  Alex Brearley / Ashur Joseph (Corporate Finance)

 Alma Strategic Communications (Financial PR)                     +44 (0) 20 3405 0205

Justine James / Hannah Campbell / Rose Docherty                 gelion@almastrategic.com (mailto:gelion@almastrategic.com)

 

Market Abuse Regulation

This announcement contains inside information for the purposes of Article 7 of
EU Regulation No. 596/2014, which forms part of United Kingdom domestic law by
virtue of the European Union (Withdrawal) Act 2018, as amended.

About Gelion

Gelion ("gel: ion") is a global energy storage innovator, supporting the
transition to a more sustainable economy by commercialising globally important
next generation battery technologies: Sulfur based, Lithium-Sulfur (Li-S),
Sodium-Sulfur (Na-S) and Zinc-based (Zn) hybrid cells to electrify mobile and
stationary applications and battery recycling technology.

Gelion plc (the Group) is listed on the London Stock Exchange's Alternative
Investment Market and wholly owns UK based OXLiD Ltd and Battery Minerals Ltd
and Australia based Gelion Technologies Pty Ltd.  Gelion is designing and
delivering innovative battery technology to enable that transition and return
value for its customers and investors.

In addition, Gelion is also delivering commercial Battery Energy Storage
Systems (BESS) projects through its Integration Solutions business.

Sulfur Batteries

Gelion's effort is directed at the potential for sulfur-based cathode active
materials (CAMs) to deliver low-cost & sustainable batteries with
compelling performance. In the case of Li-S batteries, the target is a
high-performance light-weight battery for the EV and e-aviation market. In the
case of Na-S batteries, the target is an ultra-low-cost advancement on
batteries currently employed in the stationary storage and economy EV market.
The company's overarching goal is to help make global transport, energy
consumption and storage more sustainable.

Glossary

 Ah                      Ampere hours. A measure of capacity stored in the cell. The larger the number
                         the higher the capacity.
 Areal capacity          The amount of charge stored per unit area of electrode surface (mAh/cm²).
 mAh/g(S)                The unit mAh/g(S) stands for milliampere-hours per gram of Sulfur (with S
                         indicating "Sulfur"). It is a measure quantifying how many electrons (in mAh)
                         can be stored per gram of Sulfur.
 CAM                     Cathode active material
 Energy density (Wh/kg)  The ratio of energy stored per unit weight i.e. Watt-hours per kilogram. The
                         higher the number the lighter the battery.
 Pouch cell              An industry standard format of a battery which comprises a flat pouch-shaped
                         design with a multi-layered laminate structure.
 Cycle life              The number of full charge and discharge cycles a battery can complete before
                         its capacity falls below a specified level, typically 80% of the original
                         capacity. Higher cycle life indicates longer-lasting performance.

 

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