Investor Presentaiton
DCFC Infrastructure is Necessary for the Growth of EVs
EVgo levered to EV adoption with embedded growth and even faster growing DCFC market as drivers
increasingly require access to fast, convenient charging infrastructure
DCFC infrastructure tracks EV adoption...
...but outpaces overall charging demand
EV VIO
(millions) 1
2
1
1
3
5
7
TAM TWh CAGR: 41%
SAM TWh CAGR: 79%
EVgo GWh CAGR: 78%
12,613
16,212
2 2
34
TAM (TWh25
18
11.7
13
8
30
3
5
8.4
SAM (TWh)
5.6
2,47
8
9,434
3.4
1.7
0.7
0.1
0.1 0.3
1,731
1,117
EVgo (GWh)
578
245
EV VIO CAGR: 33%
EVgo DCFC CAGR:
41%
25
15
24
69
7,178
5,088
EVgo DCFC
3,302
Chargers
2,211
1,278 1,440
2019A 2020E 2021E 2022E 2023E 2024E 2025E 2026 2027E
2019A 2020E 2021E 2022E 2023E 2024E 2025E 2026E 2027E
EVgo DCFC Chargers
EV VIO (millions)
Source: Company estimates.
⚫EVgo (GWh)
SAM (TWh)
TAM (TWh)
EVgo
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