Allego Results Presentation Deck
Investment Highlights
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Allego>
Large and Rapidly Growing Total Addressable Market
• Growth in EVs unlocks a significant addressable market, particularly in Europe
Total TWh demand expected to grow -8x by 2025 and >20x by 2030¹
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Leading Pan-European Player with a Clear First Mover Advantage
One of the largest European public fast 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 technology platform with 100+ variable analytics informs optimal location/network design and performance
Proprietary software allows compatibility with all OEMs creating an optimized user experience
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Strong Unit Economics
Proven ability to generate superior returns with expected >40% IRR and 3-4-year payback at site level without subsidies
Operations at owned sites produce highly attractive gross margins
Energy management enables us to effectively address price inflation
• 7.7% utilization rate² during 1Q2022 versus 4.5% during the same period in 2021
• -3% utilization rate required for break-even gross profit, and -6.5% for positive IRR
Business Model Underpinned by High Revenue Visibility and Financial Discipline
• Secured backlog of 1,100 premium sites provides superior visibility
Disciplined investment policy with focus on premium locations
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Attractive ESG Profile
• Network running 100% on renewable energy
• Enabled (250+ million miles) in 2021, thus avoiding -59 million kg³ of CO2 emissions
Source: Company information.
BNEF
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).
Assuming 140g/km.
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