Allego Investor Presentation Deck
Managing Inflationary and Supply Chain Challenges
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FOA
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Implemented a 17% price increase in January and proactively initiated further increases
Utilization increased owing to higher demand from increased penetration of EVs
Maintained ~80% recurring users even after the price increase
Initiated a 10% price increase effective September 1st and announced another one effective October 7th
Finalizing power purchase agreements (PPAs) from renewable sources
Hedges a significant portion of variable energy costs going forward
Creates a more stable cost base to capture higher margins and market share opportunistically
The sale of HBE certificates ("carbon credits") generated from the sale of green energy provides a natural
hedge, i.e., as energy prices increase, the value of the certificates also rises
Totaled €5.4 million in 2021 and included in Other Income
Income from the sale of HBE certificates has doubled each year since 2019
Benefit from multiple supplier/installer relationships across western Europe
Maintain long-standing relationships with hardware suppliers across the region
Disciplined scale buying and pre-ordering components have led to critical partnerships with suppliers
Key suppliers have localized manufacturing bases, hence avoiding shipping and other delays
Consistently onboarding new suppliers/installers to support growth; secured backlog equates to
approximately three years of buildout
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