Allego Investor Presentation Deck slide image

Allego Investor Presentation Deck

Investment Highlights 1 6 2 5 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 3 4 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 ● (1) (2) Strong Unit Economics • Proven ability to generate superior returns with expected ~30% IRR and 4-year payback at site level without subsidies Operations at owned sites produce highly attractive gross margins • Proactive energy management and multiple supplier relationships enable us to address price inflation effectively • 9.0% utilization rate² during 2Q2022 versus 4.6% 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 policy with focus on premium locations ensure favourable economics from the start (3) • 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), and is inclusive of Megal-E. Assuming 140g/km. t
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