Allego Investor Presentation Deck
Proactively Managing Inflationary and Supply Chain Issues
Implemented a 17% price increase in January to defend margins
Utilization increased owing to higher demand from increased penetration of EVs
■ Maintained ~80% recurring users even after price increase
Further price increases are planned to stay ahead of cost increases
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Finalizing power purchase agreements (PPAs) from renewable sources
Hedges a significant portion of variable (energy) costs going forward
Creates a more stable cost base to capture higher margins and market share opportunistically
The sale of HBE certificates ("carbon credits") generated from the sale of green energy provides a natural hedge, i.e., as energy prices
increase, the value of the certificates also rises
Totaled €5.4 million in 2021 and included in Other Income
Income from the sale of HBE certificates has doubled each year since 2019
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Benefit from multiple supplier / installer relationships across western Europe
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Maintain long-standing relationships with hardware suppliers across the region
Disciplined scale buying and pre-ordering components have led to critical partnerships with suppliers
Key suppliers have localized manufacturing bases, hence avoiding shipping and other delays
Consistently onboarding new suppliers / installers to support growth; secured backlog equates to approximately three years of
buildout
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