Allego Investor Presentation Deck slide image

Allego Investor Presentation Deck

Electrification of European Automotive Market is Accelerating ||||| XEV penetration of new cars in Europe expected to reach 39% in 2025E, ramping up to ~80% by 2035E In contrast, expected XEV penetration in the U.S. is 16% in 2025E and 44% in 2030E, with further acceleration to 62% by 2035E European regulations continue to tighten with seven countries banning ICE sales by 2030, supporting solid growth through the decade Allego> Source: BNEF XEV Penetration Sales Forecasts: Europe vs. U.S. Sales XEV units ('000s) 18,000 15,000 12,000 9,000 6,000 3,000 0 2022E # of XEV models 250 200 150 100 50 0 202 2023E 82 1Q2022 2024E 207 96 2Q2022E XEV (EU) 39% 16% 2025E 210 2026E 99 3Q2022E 2027E 220 IXEV (U.S.) New XEV Models Introduced: Europe vs. North America 106 4Q2022E 2028E 2029E 226 XEV penetration (EU) 114 60% 44% 2030E 2031E 226 2032E 116 2033E 226 XEV penetration (U.S.) 2034E 116 78% 62% 227 ■ Europe North America 121 4Q2023E 2035E 227 100% 80% 60% 40% 20% 0% 122 1Q2024E 15
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