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Investor Presentaiton

Road Transport Indonesia Electric Vehicle Outlook 2023 Intended to lower upfront costs and boost adoption, E2W conversion program is hampered by high conversion costs and poor consumer confidence • To boost the E2W adoption, MEMR launched a motorcycle conversion program back in 2020. The program aims to provide lower upfront costs and greater market flexibility for E2W, as existing markets only have limited E2W options with high upfront costs. By 2022, in collaboration with other government institutions, including the police force, MEMR has licensed 13 conversion workshops and established cooperation with 3 conversion component manufacturers to reduce conversion costs. Yet, until December 2022, the total number of registered conversions only reached 126 units, far below the targeted 1000 units (MOT, 2022). • If the program is successful, between 2022 and 2030, an average of 6 million 2W units per year will be ready to be converted to E2W. This figure is from 2W purchased from 2012 to 2020, assuming 2W has a useful life of 10 years before becoming a suitable candidate for E2W conversion. • Although expected to reduce upfront costs and increase adoption, the cost of the conversion program is around IDR 15-23 million per unit, which is only about 20% lower than buying a new 2W. With such a high cost, the program struggled to enter the market as the consumer willingness to pay for the conversion program is around IDR 5 to 8 million. Batteries and conversion kits are usually imported and account for around 60% of the total cost. For comparison, the conversion cost in Indonesia is more expensive than the price of a new E2W in India. Furthermore, the conversion cost in India is only 1/3 of the price of a new E2W. • Apart from the high upfront cost, there are other factors contributing to the slow adoption of converted E2W. The converted E2W has a shorter warranty period, ranging from 6 months to 1 year, and some even have no warranty period. As a comparison, spare parts for new E2Ws usually come with a 2-year warranty. In addition to the short warranty period, lack of knowledge about the conversion program and lack of experience in trying a converted motorcycle lead to low consumer confidence in the conversion program. Million unit E2W conversion program potential 7.75 7.86 8 6 4 2 6.48 6.38 6.48 5.93 5.89 3.66 5.06 2022 2023 2024 2025 2026 2027 2028 2029 2030 Total of scooter Other types Sources: IESR analysis Certification 2.7% 2W conversion component cost percentage Service old parts 2.7% Shipping 8% Process 20% Sources: IESR analysis Conversion kit 32% Battery 34.6% 17
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