Allego Investor 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 ~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
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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), and is inclusive of Megal-E.
Assuming 140g/km.
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