Polestar SPAC Presentation Deck

Global Players Regional Players Revenue growth CAGR projection (2022E-2025E) 78% 20% + 2024E/2025E gross margin 18% 22% T 24% 24% T TESLA Note: Market date as of Sep 23, 2021 Source: FactSet, Company information, Management estimates 85% LUCID 21% 22% Transaction overview and valuation Strong top and bottom line growth relative to peers LUCID 55% XPENG 20% 20% Ο ΝΙΟ 35% 18% NIO 19% XPENG Core Peers Global Players EBIT growth projection (2024E-2025E) 130% 5% 2024E/2025E EBIT margin 9% 25% Chinese EV Peers T TESLA 14% 15% T TESLA NM LUCID (2%) 5% LUCID Regional Players 408% XPENG 5% 8% NIO 113% Ο ΝΙΟ 1% 4% XPENG 40

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