Slide 1: Kempower Q3 2025 Financial Result
Kempower Q3 2025 Financial Result
Slide 2: Q3 2025: Strong growth and performance
Q3 2025: Strong growth and performance Bhasker Kaushal Jukka Kainulainen Chief Executive Officer Chief Financial Officer 1
Slide 3: Q3 2025 Highlights: Strong growth and performance
Q3 2025 Highlights: Strong growth and performance • Strong order intake growth Key figures • Strong revenue growth Order Intake Revenue • YTD Gross margins in-line with last year • Positive operative EBIT, EUR +8M VPY 74.7 73.7 EUR million EUR million revenue • Positive operating cash flow • Strong
Slide 4: Market Update
Market Update New BEV registrations New public fast DC charging installations In Q3: North America +29% VPY In Q3: North America +112% VPY Europe +28% VPY Europe +23% VPY 3 Source: European Automobile Manufacturers' Association (acea), Source: EcoMovement KellyBook-Cox Automotive
Slide 5: Europe and North America Trends
Europe and North America Trends • CO 2 emission targets in EU accelerates In 2025, the EU’s CO2 targets aim for an average BEV sales reduction of 15% in emissions from new passenger cars, compared to levels in 2021 • Q3 “Mini-Boom” in U.S BEV sales driven by the expiration of government subsidies in
Slide 6: Our priorities
Our priorities Winning with Differentiated technology Operational customers through Innovation excellence Winning Culture 5
Slide 7: Winning with customers
Winning with customers Continued growth Broad-based, Strong momentum from new customers global growth in North America Share of total revenue Approx. 40% of YTD orders originated from new customers* +242% and 149% VPY growth in revenue and order intake. Substiantial, multiple-site orders across segm
Slide 8: Kempower Partner Planet 2025 Stronger together!
Kempower Partner Planet 2025 Kempower has a growing In Q3, we hosted 100+ 3 days of enriching trainings, global network of sales participants from industry developments, and service partners 63 partners across Nordics, insights and teambuilding North America, Asia, Africa and Europe 7 Stronger toget
Slide 9: Differentiated technology through innovation
Differentiated technology through innovation Driving the truck charging and MCS revolution World’s first public Opening of ASKO’s public Groundbreaking for megawatt charging session MCS truck charging site in EV Realty’s new, 76-stall truck at Alfredsson truck depot in Norway with distributed fleet
Slide 10: Operational excellence
Operational excellence HQ & European factories Lahti, Finland • Strong on-time delivery performance in Q3 to support +41% vpy sales growth. Spare parts hub Survilliers, France • New spare parts hub in France supports Kempower target of delivering critical components across mainland Europe within 2 w
Slide 11: Sustainability highlights
Sustainability highlights • Our mission: Drive transition to sustainable energy and emissions reduction through intelligent fast-charging solutions for EVs • Kempower as a green investment: Green Equity Designation Renewal by Nasdaq in September 2025 • The designation enables visibility and transpar
Slide 12: Summary
Summary Updated guidance • 2025 revenue is expected to grow between 10%-15% • 2025 operative EBIT is expected to improve significantly compared to 2024 Positive momentum Strategic positioning Financial discipline • Continued improvement • Well positioned to capitalize • Return to positive operative
Slide 13: Kempower's Capital Markets Day 2026
Kempower’s Capital Markets Day 2026 ✓ Making strong progress in shaping the next phase of strategy Timing: Q2 2026 ✓ Laying the groundwork, initiatives and operating Exact date and location to be announced in model to drive superior value creation early 2026 o Peer-leading growth and margins Topics
Slide 14: Q3 2025 Financials
Q3 2025 Financials
Slide 15: Key figures
Key figures Comments • Order intake second highest in our history • Gross profit margin, % stays steady YTD compared to last year, approx. 48% • Positive operative EBIT driven by revenue growth and reduced fixed costs. • Positive operating cash flow driven by improved profitability. *Operative EBIT
Slide 16: Strong order intake growth continued
Strong order intake growth continued Order intake by quarter (EUR million) Comments • Order growth in Q3 2025 was 45% and in 1-9/2025 38% • In Europe outside Nordics Q3 order intake grew by 84% to EUR 41.4 million • In North America Q3 order intake grew by 149% to EUR 16.7 million • North America’s
Slide 17: Strong revenue growth
Strong revenue growth Revenue by geographical area (EUR million) Comments • Revenue increased by 41% for Q3 and 18% for YTD driven by Europe outside Nordics and North America. • Revenue outside Nordics was 71% of total revenue. • North America share of revenue grew to 16% 16
Slide 18: Gross profit margin % stays steady
Gross profit margin % stays steady Gross profit margin (%) Comments • In Q3, gross profit margin, % was 45.8% (51.3%) and 1-9/2025 48.4% (48.3%). 52.1 % • The Q3 decrease resulted primarily from increased obsolescence 48.7 % 48.4 % 47.1 % costs, shifts in sales mix and price 46.5 % • We continue def
Slide 19: Positive Operative EBIT with continued positive cash flow
Positive Operative EBIT with continued positive cash flow Operative EBIT (EUR million) Operating cash flow (EUR million) Comments 14.3% • In Q3, operative EBIT increased to EUR 0.2 million (EUR -7.9 million) despite an additional EUR 3.0 million costs relating primarily to fulfilling after-sales cus
Slide 20: Kempower's outlook for 2025 (specified)
Kempower’s outlook for 2025 (specified) Kempower has specified the revenue guidance for 2025 to reflect the timing of order deliveries, as a good portion of the strong order intake during the year will contribute to revenue in 2026. Specified guidance: • 2025 revenue is expected to grow between 10%-
Slide 21: Kempower's financial targets
Kempower’s financial targets Financial targets Revenue of EUR 750 million in the medium term Growth (years 2026-2028) Operative EBIT margin of 10 percent to 15 percent reached in the medium term Profitability (years 2026-2028) and operative EBIT margin of at least 15 percent in the long term Dividen
Slide 22: Q&A
2 1 Q&A