REG - Gelion PLC - Business Update, Notice of Results & IMC

GelionAnnouncement

11/02/2026 07:00

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RNS Number : 5727S  Gelion PLC  11 February 2026

11 February 2026

 

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

 

Commercialisation Update

Progress with TDK and QinetiQ, Additional ARENA Funding

 

Notice of Half Year Results and Investor Presentation

 

Gelion (AIM: GELN), the advanced battery materials company, provides
shareholders with an update on the technological progress and strategic
partnerships outlined in the Company's investor presentation in November 2025.

 

Gelion is seeking to replace the strategic minerals in current Lithium-ion
battery cathodes with Gelion's Nano-Encapsulated Sulfur (NES™) that are low
cost and can be dropped into existing global manufacturing lines. Gelion's
NES™ is made from sulfur which is abundantly available, free from supply
chain constraints.

 

Highlights

·      Gelion's NES™ Cathode Active Material (CAM) samples have been
supplied to TDK Corporation ("TDK") in Japan.

·      Initial pouch cells incorporating Gelion's NES™ CAM have been
successfully manufactured by TDK with early test results meeting the Company's
expectations.

·      Gelion also provided its GEN3 CAM to QinetiQ which has produced
initial pouch cells.  Gelion is now equipping Gelion Europe to provide NES™
CAM to QinetiQ so that QinetiQ can produce NES™ CAM Pouch cells.

·      Active discussions are progressing with multiple global partners
across a range of applications and geographies.

·      Additional funding from ARENA to accelerate CAM commercialisation
and scale-up.

 

Commercialisation partnerships

Further to the strategic objectives outlined in November 2025, Gelion confirms
that samples of its proprietary sulfur CAM formulations have been delivered to
both TDK in Japan and to QinetiQ in the UK. This is an important step in
executing the Company's partnership-led commercialisation strategy and
demonstrates the Company's ability to produce material at volumes consistent
with pouch cell demonstration requirements.

 

Early pouch cell manufacturing

Initial pouch cells incorporating Gelion's sulfur NES™ CAM have been
successfully manufactured by TDK as part of the ongoing collaboration.
Preliminary test results have met Gelion's performance expectations at this
stage of development, validating the technology in a pouch cell format. Joint
development activities are continuing, with further results to be announced in
due course.

 

Development of new partnerships

Gelion continues to engage with a number of new potential global
commercialisation partners. These discussions span multiple applications and
regions and are aligned with the Company's strategy to establish a diversified
portfolio of partnerships with tier-one manufacturers and technology leaders.

 

Additional ARENA Funding

The Australian Government, through the Australian Renewable Energy Agency
(ARENA), has increased its support for Gelion with a variation to its funding
agreement, originally announced in December 2024. The amendment expands the
project scope to accelerate the commercialisation of Gelion's sulfur CAM at
its Advanced Commercial Prototyping Centre (ACPC), increasing the total
project budget from c.£4.8 million to c.£5.3 million.

 

The additional funding is directed toward accelerating the scale-up of
Gelion's sulfur CAM fabrication capability. This reflects the commercial
traction achieved to date and will support expanding testing and integration
activities with existing and prospective partners. The expanded capacity will
enable the delivery of larger sample volumes, facilitating more extensive
validation and feedback.

 

This funding increase positions the project to progress the commercialisation
pathway more rapidly than originally planned, with an increased focus on
global supply chain development, process robustness and product qualification,
thereby enhancing the overall value and impact of the ACPC programme.

 

Half year results and investor presentation:

Gelion expects to publish its unaudited half year results for the six months
ended 31 December 2025 on Monday, 2 March 2026. A retail investor presentation
will follow on the same day at 9.30am GMT via the Investor Meet Company
platform, hosted by John Wood, CEO and Amit Gupta, CFO. The presentation is
open to all existing and prospective shareholders.

 

Registration: https://www.investormeetcompany.com/gelion-plc/register-investor
(https://www.investormeetcompany.com/gelion-plc/register-investor)

 

Questions may be submitted in advance through the Investor Meet Company
dashboard up to 8.30am GMT on the day of the presentation, or at any time
during the live event. Investors who already follow Gelion on the platform
will be automatically invited.

 

John Wood, CEO of Gelion, said: "I am delighted to report that we are
executing effectively against the roadmap presented to shareholders in
November. The delivery of CAM samples to our partners TDK and QinetiQ,
together with the successful manufacture of initial pouch cells by TDK,
represents tangible progress toward the commercialisation of our technology.
We remain focused on converting our strong pipeline of discussions into formal
partnerships and delivering long-term value for shareholders."

 

For more information, please visit Next-Generation Sulfur Battery Technologies
| Gelion (https://gelion.com/) or contact:

 

 Gelion plc                                                     via Tavistock
 John Wood, CEO

Amit Gupta, CFO

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

Christopher Raggett / Rob Patrick / Harry Marshall

 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)

 Tavistock (Financial & Corporate PR)                           +44 20 7920 3150

Simon Hudson / Nick Elwes / Saskia Sizen                      gelion@tavistock.co.uk

 

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 plc is a global energy‑storage innovator developing next‑generation
battery technologies that aim to accelerate the clean energy transition by
delivering sustainable, high‑performance, cost‑effective solutions.
Central to its strategy is proprietary sulfur‑based cathode active material
(CAM) technology, which uses nanoconfinement to control sulfur behaviour in
lithium‑sulfur and room‑temperature sodium‑sulfur battery architectures
Nano-Encapsulated Sulfur (NES™), addressing historical performance
limitations and enabling compatibility with standard lithium‑ion and
sodium‑ion manufacturing infrastructure. The NES™ material is being
developed with the goal of having "drop in" capability in place of alternate
cathode materials to support scalable production in existing gigafactories and
targets critical benchmarks for energy density and power performance, with
applications across electric mobility, e‑aviation, grid and stationary
storage. Gelion works with Tier One industrial partners to commercialise its
technology and deliver integrated energy storage systems that support global
decarbonisation goals.

 

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