Allego Investor Presentation Deck slide image

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 4
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