Investor Presentation December 2023 slide image

Investor Presentation December 2023

Existing Manufacturing Footprint in Joliet (U.S.) 900K ft² facility with infrastructure in place to reach annual production capacity of 2,500 school buses and expected capacity of 20K vehicles per annum, at full scale(1) SCHOOL BUS LION • Completed building and tenant improvements • Continued to ramp-up production of LionC • Started commercial production of LionD Rationale LIOND Closer Proximity to Largest $ Portion of North American TAM "Made in America" Manufacturing Proximity to Larger Pool "Made in America" Branding SCHOOL BUS of Suppliers Project Cost Update Incurred $4M in Q3 2023 • Total project capex incurred to date of ~$100M Expected capex of $5M for the remainder of 2023, which will be the end of main initial investments Management's expectations with respect to the Joliet Manufacturing Facility and the related ramp-up of production are based on a number of assumptions and may be subject to change. See "Forward-Looking Statements" 1) p.10 on page 1. BATTERY 000 SCHOOL BUS LION ELECTRIC
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