Polestar Investor Presentation Deck
4
Scalable, flexible and operational
Flexibility to scale production rapidly with demand, using
already operational plant ecosystem
Access to global plants with ~750k capacity³
Higher return on capital vs. peers
Polestar can fully capitalize on Geely/Volvo Cars synergies
where it sees best fit
Capital intensity % of total assets/2021A revenue¹
-109p.p
41%
Average150%
Polestar¹
101%
115%
European Global EV
Premium Player
OEM 1
1.2025E capital intensity % used for Polestar. Please refer to slide 42 for additional information on financials.
2. For group.
Investment highlights
Polestar aims to be the most capital
efficient EV premium/luxury brand globally
232%
3. Excluding potential capacity of potential European production site.
Source: Company information, Management estimates.
187%
Regional EV European²
Player
Premium
OEM 2
117%
European
Premium
OEM 3
Independent Board and arm's length contracts
Adherence to OECD guidelines for intra-company dealings
Most contracts are evergreens and negotiated on a cost-plus basis
3-year manufacturing capacity reserve planning and annually re-
confirmed
Board of Directors
Polestar / Volvo Cars executive alignment meeting
Product Creation
Steering Committee
PC
Polestar business office
Industrial
Steering Committee
M&L
Commercial Steering
Committee
Operation
24View entire presentation