Ads-tec Energy Plc · NASDAQ:ADSE
Ads-tec Energy — Investor Day (March 2022)
22 slides from Ads-tec Energy's investor day presentation, Mar 10, 2022
Slide 1: ADS-TEC Energy: Power … Everywhere
ADS-TEC Energy Power … Everywhere Our mission is to deliver distributed, high-capacity power for the All-Electric World Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 2: Global Senior Leadership: With Industry Specific Expertise
Global Senior Leadership: With Industry Specific Expertise Thomas Speidel Robert Vogt Thorsten Ochs Hakan Konyar Chief Executive Officer Chief Financial Officer Chief Technology Officer Chief Production Officer & Founder ADS-TEC Energy GmbH 25+ yrs experience 14 yrs experience 20+ yrs experience 24
Slide 3: We Are Not an EV Charging Company
We Are Not an EV Charging Company Though We Provide Unmatched Technology, Hardware, Software and Services for Charging Companies and Automotive OEMs, Dealers and Fleets Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 4: We Do Not Sell Electricity; We are not going to be a utility company
We Do Not Sell Electricity; We are not going to be a utility company Though We Provide the Missing Technology Link That Makes Renewable Energy Practical, Useable and Safe anywhere the electric grid can’t provide needed power Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 5: We Are the technology and service company enabling the transition to a CO2 neutral world
We Are the technology and service company enabling the transition to a CO2 neutral world… for Automotive, Utilities, Municipalities, Commercial Industrial and many other decentralised applications managed and operated by our customers and partners Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 6: At a time when electrical grids simply can’t provide the power demands of today
At a time when electrical grids simply can’t provide the power demands of today…before EVs outpace ICEs SOURCE: Mitarbeiterkürzel 2022 © EV ConEdison Hosting Capacity Web Application. GRAPHIC: by ads-tec ChargingEnergy GmbH Project, Seknion, Inc., in collaboration with Yale University
Slide 7: EV are at the beginning of an exponential market introduction
EV are at the beginning of an exponential market introduction The Need for Power: The Need for Speed ads-tec Energy GmbH © 2022 7 Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 8: Charging a car with 190 kW at a 100 kW grid and a battery buffered ChargeBox
Charging a car with 190 kW at a 100 kW grid and a battery buffered ChargeBox Power diagram ADS-TEC ChargeBox • Car requests up to 190 kW • Electricity can be drawn in parallel from the grid with 100 kW while charging the car Principle illustration / functional explanation ads-tec Energy GmbH © 2022
Slide 9: Charging a car with 190 kW at a 100 kW grid and a battery buffered ChargeBox
Charging a car with 190 kW at a 100 kW grid and a battery buffered ChargeBox Energy and SOC diagram ADS-TEC ChargeBox • Car requests up to 190 kW • Electricity can be drawn in parallel from the grid with 100 kW while charging the car Principle illustration / functional explanation ads-tec Energy Gmb
Slide 10: Charging a car with 190 kW at a 50 kW grid and a battery buffered ChargeBox
Charging a car with 190 kW at a 50 kW grid and a battery buffered ChargeBox Energy and SOC diagram ~34KWh boost ~= 45 Min. charging time saved @50KW ADS-TEC ChargeBox • Car requests up to 190 kW ~ 5,3KWh ~ 25KWh @ 50KW < @50KW • Electricity can be drawn in parallel from the grid with 50 kW while cha
Slide 11: ChargeBox: Better Value Proposition vs Standard DC Chargers with Grid Upgrade
ChargeBox: Better Value Proposition vs Standard DC Chargers with Grid Upgrade In an illustrative implementation, reduced installation costs and minimal peak demand charges, often results in lower Total Cost of Ownership for battery-buffered chargers in comparison to grid expansion ADS-tec ChargeBox
Slide 12: Are you ready for what’s next? ChargePost
Are you ready for what’s next ? ChargePost Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH
Slide 13: Delivering on Our Commitment
Delivering on Our Commitment ADS-Tec Business Value - Expands the Offer Portfolio - More Than 50 Units Booked - Deliveries commence in H2 2022 Technical Customer Value - Semi-mobile, No site construction work necessary - Additional customer revenue streams with advertisement - Up to two charging out
Slide 14: Financial Update
Robert Vogt – CFO, ads-tec Energy GmbH Financial Update M EUR Revenue Prospectus 80 71 (85M USD) 60 36 (44M USD) 40 20 0 2021E 2022E • 2021 revenue expected at EUR 32M, EUR 4M short of EUR 36M projection due to a shipment logistics issue which delayed revenue recognition into 2022. • Current Order B
Slide 15: U.S. Business Update
Gowton Achaibar – President and CEO, Americas U.S. Business Update • US Management Team being recruited and onboarded • Eleven states requested for factory site proposal by mid-March with final decision within Q2 22 • Developing a Services Business model to complement the product portfolio: • Deploy
Slide 16: Global Corporate and Government Affairs
John Tuccillo – Global Corporate and Government Affairs Plans in place to surround our Customers, Prospects, Significant Influencers with Credible, Targeted Messages • Accelerating Disciplined Brand and Marketing Communications • Developing Professional Government Affairs Function • Product Communic
Slide 17: Key Segments: Rapidly building product validation across geographies
Key Segments Rapidly building product validation across geographies Dense Urban Oil & Gas Hospitality Retail CPO Automotive North America Europe UK Grid Friendly Minimize Grid Upgrades Environmental Impact CO2 Reduction Convenience Charging Less Time to Charge Optimize Energy Cost Peak Demand Charge
Slide 18: North America Update Phase 1: Pilot
North America Update Phase 1: Pilot Phase 1H2022 – Private Public Partnership Partnership with Smart City Capital: Auto Dealership (4) Retail: Convenience Fueling (1) Retail: Bank (3) Miami-Dade Public Sites / County (7) 20 Sites Retail: Mall & Big Box (3) Hospitality / Hotels (2) • 20 Sites, starti
Slide 19: North America Update Phase 2: Post Pilot Rollout
North America Update Phase 2: Post Pilot Rollout Leverage success of pilot to Auto Dealership (10) scale across states through PPPs Retail: Convenience Fueling (10) and directly through partners Partnership with GenZ Alternative to traditional gas stations, CPO networks Retail: Bank (10) Multistate
Slide 20: Europe / UK Update
Europe / UK Update Continuing to expand regional focus with strategic partners Utility Fleet / Logistics Multinational utility companies in • Leveraging ADS’ ChargeBox Spain and Germany, combined and energy storage solutions to with local providers build sustainable infrastructure “as-a-Service” pla
Slide 21: In summary
Cary Segall – Head of Investor Relations In summary This has been our first investor day to inform you: • As of March, we have a backlog of more than 80% of 2022 projected revenue • ADS-TEC (Nasdaq: ADSE) trading in the $8-$9 range with a market cap of ~$400mm • Charging companies are trading on ave
Slide 22: Invest in the electrified future on the NASDAQ with ADSE
Invest in the electrified future on the NASDAQ with ADSE Mitarbeiterkürzel 2022 © by ads-tec Energy GmbH