Allego Investor Presentation Deck slide image

Allego Investor Presentation Deck

Managing Inflationary and Supply Chain Challenges i.i FOA Allego> 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 36
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