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Investor Presentaiton

Infrastructure Indonesia Electric Vehicle Outlook 2023 SPKLU is not well-distributed, hence strategic deployment is needed • The existing regulation, MEMR Reg. No. 13/2020, is one of the main barriers of SPKLU development. It obliges every SPKLU to have 3 types of port: AC Type 2 port, DC charging CHAdemo, and DC charging CCS 2, which makes investment for SPKLU is unnecessarily expensive. It is estimated that investors need to invest between IDR 750 million and 1.5 billion per unit to build a SPKLU that complies with this regulation. However, some locations might be more suitable for slow or medium charging (<22 kW AC) that only cost IDR 25 - 50 million per unit. • To attract investors, especially to invest in fast and ultra-fast chargers, PLN has introduced a business scheme called Investor Owned Investor Operate (IO2), which consists of 3 investment packages: medium charger, fast charger and ultra-fast charger. The offered scheme promises a gross income of IDR 7.6 to 20.3 million per month with capital investment of IDR 360 million to IDR 1.1 billion. However, the expected gross income in some of the offered schemes is too low and may not be able to cover operating expenses such as electricity tariffs, salaries, land rent, and interests. • Port standardization also plays an important role in SPKLU investment. At the moment, E4W with GB/T type port dominates the market. However, this port does not support the fast-charging charger. Therefore, DC charging CCS 2 can be nominated as a standard port for fast charging in Indonesia, while the GB/T can be a standard port for medium charging. With converters between different port types widely available, standardization of charging ports should not be an issue for consumers. Units Charging infrastructure operators and charging types in Greater Jakarta areas (Jan 2023) 100 99 75 75 50 50 25 7 Slow charging (7-11 kW) Source: IESR analysis GB/T 61.4% Private 24 43 18 38 Medium charging (22kW) Fast charging (>50 kW) Public (government and SoE) Port distribution on E4W Source: Gaikindo (2022); IESR analysis (Notes: Exclude Tesla) CCS 2 36.3% Chademo 2.3% 26
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