Allego Investor Presentation Deck
Unprecedented Electrification Commitments by OEMs through 2030
European OEMs
Allego to Benefit from the Electrification Trend Because of its OEM-Agnostic Technology
OEM
MW
BM
RENAULT
STELLANTIS
KAN
Allego>
OEM brand/Region
(10)
VW Group worldwide
VW Group Europe
VW Brand Europe
A
Group Europe
RENAULT
STELLANTIS Europe
TELLANTIS US
CHRYSLER
Europe
Europe
BEV target
50%
100%
100%
100%
100%
100%
100%
80%
50%
60%
70%
100%
100%
100%
50%
100%
100%
100%
100%
100%
50%
Year
2030
2032
2040
2030
2019
2033
2030
2030
2030
2030
2030
2025
2030
2030
2030
2028
2027
2028
2027
2030
2030
North
American OEMs
Asian OEMs
OEM
gm
Ford
8
HYUNDAI
TATA
10T
GEELY
NISSAN
TOYOTA
HONDA
The Power of Dreams
OEM brand/Region
Ford
Group
Europe
Passenger Cars
LINCOLN
O
HYUNDAI
KL Europe
KL Worldwide
JAGUAR
LAND-
ROVER
LOTUS
Europe
Japan
China
North America
Worldwide
US
US
Worldwide
BEV target
100%
100%
100%
50%
78%
47%
34%
100%
100%
100%
75%
55%
40%
40%
50%
70%
40%
25%
Year
2035
2030
2030
2025
2040
2030
2030
2025
2036
2030
2026
2026
2026
2030
2030
2030
2030
2030
Note: Ford 100% only applies to European passenger cars, LCV to be 2/3 xEV (PHEV + BEV); Alpine: Depending on production phase out of A110; Aston Martin: 50% of production BEV, 5% track only ICE, rest Hybrid. Road car BEV share thus
planned slightly higher than 50%; Audi: Audi will produce its last internal combustion engine in 2033 and it will only launch new vehicles that are electric by 2026; GM: Towards 100% but with exceptions; Jaguar: Only BEV launches from
2025 but ICE phase out in 2027; Lotus: Last non-BEV launch in 2021 (Type 131), ICE phase out depending on production life-cycle; Mercedes-Benz: 50% xEV by 2025, largely BEVs and "ready" for 100% BEVs by 2030; Mini: Last non-BEV
launch in 2025, ICE phase out depending on production life-cycle, Mini mentions "early 2030's"; Stellantis: 40%/70% xEVs in US/Europe by 2030 of which 80% will be BEV; Toyota: 70-100% of sales electrified cars (50% PHEV).
Source: Wall Street Research, public announcements
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