Allego Investor Presentation Deck
Investment
Highlights
Allego>
01
Large and Rapidly Growing Total
Addressable Market
03
●
Growth in EVs unlocks a significant
addressable market, particularly
in Europe
02 Leading Pan-European Player with
a Clear First Mover
●
Total TWh demand expected to grow
~8x by 2025 and ~30x by 2030¹
One of the largest European
charging networks with a
pan-European presence
Partnerships with 16 OEMs and
65+ real estate owners
Market Leading Proprietary Technology
Provides a Competitive Advantage
Unique platform with 100+ variables
leads to optimal network design
and performance
Proprietary software, compatible
with all OEMs, creates optimized
user experience
04
05
06
Strong Unit Economics
Generate superior returns; ~30% IRR and 4-year payback at
site level without subsidies
Operations at owned sites produce attractive gross margins
Business model enables Allego to effectively address
price inflation
8.3% utilization rate² during 1H2022 versus 4.3% during the
same period in 2021
Business Model Underpinned by High
Revenue Visibility and Financial Discipline
Secured backlog of 1,100 premium sites provides
superior visibility
Disciplined investment, focus on premium locations ensure
positive economics from start
Proactive Energy Management and Extensive
Supplier Relationships
Developed an energy platform capable of supplying its
own electricity to its chargers from renewable sources
Long-term PPAs will mitigate energy price volatility
Multiple hardware/installer supplier relationships enable
Allego to effectively address inflationary headwinds
1. Management estimates; 2. Inclusive of Mega-E; utilization rate, a key performance measure, is defined as the number of charging sessions per charge point per day, divided by a maximum number of charging sessions
per charger per day of 50 (for the ultra-fast charging pole)
Source: Company information
4View entire presentation