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Investor Presentaiton

BALLARD Q4 & Full Year 2020 Results (Millions of U.S. dollars) Power to Change the World Q4 2020 Q4 2019 % Change FY 2020 FY 2019 % Change REVENUE Fuel Cell Products & Services Revenue: Heavy Duty Motive $11.9 $21.4 -44% $47.7 $35.4 35% Material Handling $0.9 $1.9 -51% $5.3 $10.8 -51% Backup Power $2.1 $2.0 5% $5.6 $3.0 88% Sub-Total $15.0 $25.4 -41% $58.6 $49.1 19% Technology Solutions $13.6 $16.4 -17% $45.3 $56.6 -20% Total Fuel Cell Products & Services Revenue $28.6 $41.8 -32% $103.9 $105.7 -2% PROFITABILITY Gross Margin $ $5.6 $8.6 -34% $21.0 $22.3 -6% Gross Margin % 20% 21% -1-point 20% 21% -1-point Operating Expenses $19.6 $15.6 26% $60.7 $47.8 27% Cash Operating Costs $16.4 $13.1 25% $50.0 $38.8 29% Equity Gain (Loss) in JV & Associates ($4.3) ($3.0) -43% ($12.6) ($11.1) -14% Adjusted EBITDA ($14.5) ($7.0) -105% ($38.9) ($26.6) -46% Net Loss ($14.4) ($9.8) -47% ($49.5) ($35.3) -40% Earnings Per Share ($0.05) ($0.04) -28% ($0.20) ($0.15) -31% CASH Cash Provided (Used) by Operating Activities: Cash Operating Income (Loss) ($6.7) ($3.9) -72% ($25.8) ($14.1) -83% Working Capital Changes $0 $8.0 -100% ($17.1) ($0.1) -17,000% Cash Used By Operating Activities ($6.7) $4.1 -262% ($42.9) ($14.2) -202% Cash Reserves $763.4 $147.8 417% APPENDIX 38
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