SES AI posts investor presentation on AI-driven battery materials discovery, health management

SES AI CORP

SES AI CORP

SES

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  • SES AI investor presentation outlined strategy to accelerate battery materials discovery and battery health monitoring through Molecular Universe, positioned as AI4Science SaaS platform supporting ESS, drone cells, materials supply.
  • Revenue reported at USD 21 million for full year 2025; revenue guidance set at USD 30 million to USD 35 million for full year 2026.
  • Liquidity listed at USD 200 million as of Dec. 31, 2025.
  • Business plan targets capex-light expansion in ESS, drones, materials; priorities include converting Korea NDAA-compliant line from EV cells to drone cells.
  • Molecular Universe cited as having produced 6 novel electrolyte materials, with testing underway at 40+ customers.


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