Allego Investor Presentation Deck slide image

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 18
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