Hyzon SPAC Presentation Deck
Strong and Consistently Growing Backlog Underpins Value
Hyzon is a first mover and has the most visible backlog
Forecasted 5 Year Ramp in Vehicles (Units)
MD and HD Trucks
74
11
$37
623
2021E
2022
35
2021
2023
Forecasted 5 Year Revenue (US$ in mm)
HYZON | DCRB+
Buses
2025
30% Projected
Under Existing
MOUS
$198
2022E
3,359
68
$972
6,800
2023E
2024
300
$2,242
2024E
9,260
600
2025
$3,286
2025E
Total Backlog
NEAR-TERM
■
■
2021 backlog of ~$40mm under contract or MOU already, and
grows to over $100mm including high probability customers
FINANCIALS
RECURRING REVENUE FROM
■
LONGER-TERM
■
Hydrogen sales
Service and Maintenance
Financing
>100 fuel cell trucks to be supplied to a wide number of corporate and
government customers
Vehicles to be deployed range in type and include Class 8 heavy duty
trucks, medium duty trucks, buses, refuse trucks and pullers
~75% of sales into Asia & Australia, ~25% into Europe
>$3.3bn 2025 projected revenue pipeline of which 30% projected
under signed MOUS
Expect to deploy over 9,000 fuel cell trucks for almost $3bn in projected
revenues in 2025
Over 15,000 cumulative Hyzon-branded vehicles on road
HYZON HAS A ROBUST PIPELINE WITH A HIGH NUMBER OF FUTURE ORDERS UNDER MOU
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