EX-99.1 2 tm2526227d1_ex99-1.htm EXHIBIT 99.1
Exhibit 99.1

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Babcock American Airlines Iberojet Air Asia Gözen Holding Japan Airlines Avolon Air Greenland Bristow Marubeni Kakao Mobility Flying Group GOL Built to fly. Ready to scale. Capital Markets Day September 17 2025 Vertical at-a-glance Unparalleled market access and industry-leading order book of ~1,500 pre-orders. Well-defined path towards certification and beyond European certification enables global portability Stuart Simpson Chief Executive Officer stuart.simpson@vertical-aerospace.com Michael Cervenka Chief Commercial & Strategy Officer michael.cervenka@vertical-aerospace.com David King Chief Engineer david.king@vertical-aerospace.com Meet Vertical's presenters Follow our progress Concurrent validation in UK & EU; followed swiftly in US, Japan and Brazil. Three distinguishable but complementary business lines Industry-leading aircraft Proprietary battery technology VX4 Electric Aircraft Aftermarket Services → Industry's largest cabin and luggage compartment, allowing for 70lbs of luggage per person → Scalable from 4-6 passengers, improving operator economics → Modular architecture for diverse missions → Certified to the highest airline-level safety standards → Hybrid aircraft to offer 1,000+ miles range / 2,400lbs payload → Battery underpins electric and hybrid aircraft → 200Wh/kg pack-level system → Conducted 200+ thermal runway and drop tests → Recurring revenue opportunity as packs are replaced ~1x per year PHASE 1 PHASE 2 PHASE 3 PHASE 4 Building and Commissioning Q4 2024 Q1 2025 Q2 2025 This Factsheet contains forward looking statements which involve risk and uncertainties, and undue reliance should not be placed on such statements. The targets, expectations and estimates included in this report were prepared by the Company’s management team based on information available at the time and reflects numerous assumptions. For more information, please see the “Risk Factors” in the Company's Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission on March 11, 2025, as such factors may be updated from time to time in the Company’s other filings with the SEC. Investor Relations LinkedIn Piloted Thrustborne Piloted Wingborne Piloted Transition Hybrid-Electric Aircraft Up to 100 (1) Up to 100(1) At least 100(1) Up to 250(1) Up to 350 Up to 100 (2) Up to 500 Up to 50 Partnership Up to 100 MOU with Avolon Up to 50 Up to 200 Expected Q4 2025 Note: Certain customer obligations are expected to be fulfilled via third-party agreements (1) Orders placed via Avolon (2) Pre-order for up to 50 VX4, with option to purchase up to 50 more

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Cost discipline with clear and achievable financial targets... ...Underpinned by modular and scalable manufacturing plans Strategic Roadmap 2030E Free Cash Flow Annual Revenue ($Bn) 2029E 25% 28% 16% 12% 59% 60% 2030E 2031E 2032E 2033E 2034E 2035E 2035E 2035E 2035E Annual Aircraft Production 2035E Company Gross Margins Expected Revenue Contribution by Business Line Expected Gross Margin Contribution by Business Line (%) 2025 YTD Progress... ...Informing 2030 Targets → Piloted flight tests → Hybrid-electric product launch → Certification aircraft supplier contracts signed → Confirmed manufacturing plans → New facility to be built adjacent to existing Flight Test Centre → Brings Vertical's presence at Cotswold Airport to ~100,000 sq ft → Will fulfil initial production of >25 aircraft per year → Year-end manufacturing run-rate of >225-unit per annum (Q4-2030) (prev. 200), supported by 5-year leading order book → 175 (prev. 150) aircraft delivered → Free cash flow positive (prev. breakeven) → Certify first major upgrade → Battery facility to be built adjacent to existing Vertical Energy Centre, tripling battery footprint → Facility will provide production capacity into 2030 ~9% ~20% ~40% ~$100M ~900 40%+ 0.2 1.0 10.7 VX4 Hybrid Battery Gross Margin Expected $700M funding required through 2028 certification Key Cash Outflow / Inflow Buckets 2025E-2028E ($M) Note: Management Projections (1) Current cash in bank as of August 31 2025, excludes assumptions around future capital raises People & Operating Expenses ~550 ~225 ~75 ~700 ~150 Non-Recurring Engineering Capital Expenditures Current Cash(1) Other (2) Working Capital & Grants Total Required to Certification Aircraft Assembly Battery Manufacturing (2) Income, including customer pre-delivery payments, offset by working capital, hybrid powertrain development up to assumed customer-funded contract and contingency Potential opportunity to decrease burden via government support