Eve Holding, Inc. · NYSE:EVEX
Eve — Zanite Acquisition — Investor Day (March 2022)
68 slides from Eve's investor day presentation, Mar 28, 2022
Slide 1: Investor Day
INVERSTOR DAY
Slide 2: Disclaimer
DISCLAIMER Projections This Presentation contains financial forecasts for the Company with respect to certain financial results for the Company’s fiscal years 2020 through 2030. All projections, estimates, goals, 2020 Preliminary Financial Information various targets, estimates plans, trends and or
Slide 3: Mission
MISSION
Slide 4: Mission: Accessibility
ABILITY ESSIBILITY
Slide 5: Connect People
CONNECT PEOPLE
Slide 6: Keep Aviation
KEEP AVIATION
Slide 7: Committed to Carbon Neutrality
COMMITTED TO NNEUTRALITY
Slide 8: History: 2017 Origin
HISTOR 2017 ORIGIN
Slide 9: History: 2017 Origin, 2020 Independent
HISTORY 2017 2020 ORIGIN INDEPENDENT
Slide 10: History: Transaction Announced
HISTORY 2017 2020 2021 ORIGIN INDEPENDENT TRANSACTION ANNOUNCED
Slide 11: History: 2022 EVEX NYSE
HISTORY 2017 2020 2021 2022 ORIGIN INDEPENDENT TRANSACTION EVEX@ ANNOUNCED NYSE
Slide 12: Investment Highlights: Attractive Business Fundamentals
INVESTMENT HIGHLIGHTS Attractive Business Fundamentals
Slide 13: Massive Global Market
INVESTMENT HIGHLIGHTS MASSIVE GLOBAL MARKET Attractive Business Fundamentals
Slide 14: Scalable & Sustainable Solution
INVESTMENT MASSIVE GLOBAL MARKET HIGHLIGHTS SCALABLE & SUSTAINABLE SOLUTION Attractive Business Fundamentals
Slide 15: Experienced Team
INVESTMENT MASSIVE GLOBAL MARKET HIGHLIGHTS SCALABLE & SUSTAINABLE SOLUTION Attractive Business Fundamentals EXPERIENCED TEAM
Slide 16: Embraer's Strategic Support
INVESTMENT HIGHLIGHTS EMBRAER’S STRATEGIC SUPPORT Significant Execution Advantages
Slide 17: Powerful Partner Network
INVESTMENT EMBRAER’S STRATEGIC SUPPORT HIGHLIGHTS POWERFUL PARTNER NETWORK Significant Execution Advantages
Slide 18: Significant Revenue Visibility
INVESTMENT EMBRAER’S STRATEGIC SUPPORT HIGHLIGHTS POWERFUL PARTNER NETWORK Significant Execution Advantages SIGNIFICANT REVENUE VISIBILITY
Slide 19: Human Centric Design
HUMAN CENTRIC OUTSIDE-IN APPROACH DESIGN
Slide 20: Outside-In Approach, Collaborative
HUMAN CENTRIC OUTSIDE-IN APPROACH DESIGN COLLABORATIVE
Slide 21: Experimentation and Validation
HUMAN OUTSIDE-IN APPROACH CENTRIC DESIGN COLLABORATIVE EXPERIMENTATION AND VALIDATION
Slide 22: Investor Day
INVESTOR DAY
Slide 23: Unique Deal: Relevant Player + SPAC
UNIQUE DEAL TRANSACTION = RELEVANT PLAYER FUNDAMENTALS 3RD LARGEST + SPAC GLOBAL OEM SPONSOR
Slide 24: Transaction Overview: Expected Proceeds
TRANSACTION EXPECTED OVERVIEW $ PROCEEDS 500 MILLION
Slide 25: Transaction Overview: PIPE Participants
TRANSACTION OVERVIEW Pipe Participants
Slide 26: Transaction Overview: Use of Proceeds
TRANSACTION OVERVIEW USE OF PROCEEDS
Slide 27: Investor Day
INVESTOR DAY
Slide 28: Market Size: How Big
MARKET HOW BIG SIZE
Slide 29: Market Size: $31 Billion in 2030
MARKET $31 BILLION SIZE IN 2030 *KPMG
Slide 30: Market Size: $58 Billion in 2035
MARKET $58 BILLION SIZE IN 2035 *KPMG
Slide 31: Market Size: $119 Billion in 2040
MARKET $119 BILLION SIZE IN 2040 *KPMG
Slide 32: Market Size: $0.76 Trillion Global TAM in 2040
MARKET $0.76 TRILLION SIZE GLOBAL TAM IN 2040 *KPMG
Slide 33: Driving Forces
DRIVING FORCES
Slide 34: Driving Forces: Urbanization
DRIVING URB FORCES
Slide 35: Driving Forces
DRIVING RE FORCES
Slide 36: Driving Forces
DRIVING R FORCES
Slide 37: Investor Day
INVESTOR DAY
Slide 38: ANAC as Primary Certification Regulator
ANAC AS PRIMARY CERTIFICATION REGULATOR
Slide 39: Certification Process Kick-Started
PROCESS CERTIFICATION KICK- STARTED
Slide 40: Faster Path to Certification at ANAC
FASTER PATH TO CERTIFICATION CERTIFICATE AT ANAC
Slide 41: Projects Certified in the Last Years
30 PROJECTS CERTIFIED CERTIFICATION IN THE LAST 30 YEARS
Slide 42: Comprehensive Service and Support
COMPREHENSIVE SERVICE AND SUPPORT
Slide 43: Comprehensive Service and Support: Embraer Global Footprint
COMPREHENSIVE VITAL ASPECT T SERVICE AND SUPPORT AIRCRAFT KEY SELLING POINT ATTRACTIVE SOURCE OF REVENUE EMBRAER GLOBAL S&S FOOTPRINT
Slide 44: Benefits of Our Approach
BENEFITS OF OUR APPROACH IENCY SCALABILITY LOWER RISK LOWER FRICTION
Slide 45: Urban Air Traffic Management Technologies Support Integrated Operation
URBAN AIR SYSTEM TRAFFIC SERVICES MANAGEMENT TECHNOLOGIES SUPPORT THE INTEGRATED OPERATION
Slide 46: Differentiated Business Model: Significant Cost Advantage
ECONOMIC DIFFERENTIATED OPERATION BUSINESS MODEL SIGNIFICANT COST ADVANTAGE
Slide 47: Leveraging Embraer's Capabilities: World Class Infrastructure
LEVERAGING ECMLABSRSAE C RA ’ S PA W BO I L RILTD I E S WORLD CLASS INFRASTRUCTURE
Slide 48: Leveraging Embraer's Capabilities: Access to 5,000 Employees
L E V E R A G I N G E CM L A BS RS A EC RA ’ S PA W BO I L RILTD I E S ACCESS TO 5,000 EMPLOYEES
Slide 49: Leveraging Embraer's Capabilities: Labor Cost Advantage
L E V E R A G I N G E CM L A BS RS A EC RA ’ S PA W BO I L RILTD I E S LABOR ADVANTAGE COST
Slide 50: Leveraging Embraer's Capabilities
L E V E R A G I N G E CM L A BS RS A EC RA ’ S PA W BO I L RILTD I E S
Slide 51: Vehicle Efficiencies: Affordable Ticket Prices
VEHICLE AFFORDABLE EFFICIENCIES TICKET PRICES
Slide 52: Vehicle Efficiencies: Compelling Cost of Operation
VEHICLE COMPELLING COST EFFICIENCIES OF OPERATION
Slide 53: Vehicle Efficiencies: Simple Design
VEHICLE SIMPLE DESIGN EFFICIENCIES = GREATER RELIABILITY, LOWER MAINTENANCE COSTS
Slide 54: Vehicle Efficiencies: Low-Cost Scalable Manufacturing
VEHICLE LOW-COST AND SCALABLE EFFICIENCIES MANUFACTURING
Slide 55: Global Market
GLOBAL MARKET a sh wee $s, ‘a y SS es
Slide 56: Global Network
G L O B A L N E T W O R K Warehouses Owned Service Centers Authorized Service Centers
Slide 57: Revenue Streams
REVENUE EVTOL SALES MAJOR SERVICES & SUPPORT STREAMS URBAN AIR TRAFFIC MANAGEMENT (UATM) OPERATIONS WITH PARTNERS
Slide 58: Revenue Growth Plan
$4.536 REVENUE GROWTH $3.047 PLAN $1.825 UATM $1.161 Fleet Operations $ in millions $305 Services and Support $21 $45 eVTO L 2024E 2025E 2026E 2027E 2028E 2029E 2030E
Slide 59: Revenue Growth Plan: eVTOL Sales
REVENUE GROWTH PLAN EVTOL SALES
Slide 60: Revenue Growth Plan: Services & Support
REVENUE GROWTH PLAN SERVICES & SUPPORT
Slide 61: Revenue Growth Plan: Urban Air Traffic Management
REVENUE GROWTH URBAN AIR TRAFFIC PLAN MANAGEMENT (UATM)
Slide 62: Revenue Growth Plan: Operations with Partners
REVENUE GROWTH OPERATIONS PLAN WITH PARTNERS
Slide 63: Partner Network
P AR T NE R NE T W O RK OPERATING & RIDESHARING INFRASTRUCTURE TECHNOLOGY FINANCING LESSORS DEFENSE
Slide 64: Concept of Operations: Rio de Janeiro
CONCEPT OF FO JANEIRO
Slide 65: Concept of Ecosystem Journey: London, Melbourne & Miami
CONCEPT OF ECOSYSTEM LONDON, JOURNEY MELBOURNE (AUS) & MIAMI
Slide 66: Why We Are Different
WHY WE ARE HOLISTIC LEVERAGED DIFFERENT COLLABORATIVE OPEN
Slide 67: Advantages: Quiet, Safer, Greener, Affordable
ADVANTAGES QUIET SAFER GREENER AFFORDABLE
Slide 68: NVES
NVES UETOTHE'COM “ PASSENGERS, ANI COMMUNITIES y