Gogoro Inc. · NASDAQ:GGR
Gogoro — Q3 2025 Earnings Presentation
25 slides from Gogoro's earnings presentation, Nov 11, 2025
Slide 1: Q3 2025 Investor Presentation
10° —gogoro. ANNIVERSARY Q3 2025 Investor Presentation NOV 11, 2025
Slide 2: Henry Chiang, CEO and Bruce Aitken, CFO
Henry Chiang Chief Executive Officer Gogoro® Q3 2025 Investor Presentation Bruce Aitken Chief Financial Officer
Slide 3: Disclaimer: Forward-Looking Statements
DISCLAIMER Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, Forward-looking statements generally relate to future events or
Slide 4: Disclaimer: Use of Non-IFRS Financial Measures
DISCLAIMER Use of Non-IFRS Financial Measures This presentation and accompanying tables contain certain non-IFRS financial measures including foreign exchange effect on operating revenues, non-IFRS gross profit, non-IFRS gross margin, non-IFRS- net loss, EBITDA and adjusted EBITDA. Foreign exchange
Slide 5: Disclaimer: Battery Swapping Service Rebate
DISCLAIMER Battery Swapping Service Rebate We voluntarily offered one-time subscription fee discounts to certain subscribers of Gogoro Network who experienced unusual and infrequent service inconveniences associated with a minor voluntary vehicle recall and battery upgrade, and such battery swapping
Slide 6: GGR
Slide 7: 2025 Focus on Operational Execution
2025 FOCUS ON OPERATIONAL EXECUTION TO BUILD A STRONG FOUNDATION FOR THE FUTURE
Slide 8: The Results of That Focus Are Clear
AE RESULTS OF THAT (OCUS ARE CLEAR (9 Months) Operating Cash flow (9 Months) Adjusted EBITDA (9 Months) Non-IFRS GM (9 Months) Operating Expenses reduced $25.7m | $47.0m 4 $12.4M vy -19.3% 4& +4.3pp Yor ~¢20.9m. & +24.7% Yor Gogoro® Q3 2025 Investor Presentation 8
Slide 9: Simplify, Streamline, Strengthen
Slide 10: 10
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Slide 11: 2026 Focus — Products & Technology
2026 FOCUS —- PRODUCTS & TECHNOLOGY Gogoro® Q3 2025 Investor Presentation
Slide 12: Confident in Delivering Our Financial Objectives
gogolo 2026 §=6202/ 2028 AES se Hmm RRA BARS RRS Rm Gogoro Network profitability Gogoro Network free cash flow Hardware sales profitability CONFIDENT IN DELIVERING OUR FINANCIAL OBJECTIVES Gogoro® Q3 2025 Investor Presentation
Slide 13: Q3 2025 Financial Results
Q3 2025 FINANCIAL RESULTS Gogoro® Q3 2025 Investor Presentation 10 ANNIVERSARY gogorlo.
Slide 14: Battery Swapping Business Growth Continues
Slide 15: Market Contraction
MARKET CONTRACTION
Slide 16: Taiwan Market Status Update
TAIWAN MARKET STATUS UPDATE
Slide 17: Non-IFRS Revenue, Gross Margin and Net Loss
Non-IFRS* Revenue Gross Margin % Net Loss On f 2.01 M $77.6m 12.2% | $(14.9)m Vv 10.6% vor 4 6.8pp vor 4 $3.3M voy
Slide 18: 2025 Guidance
2025 GUIDANCE 2025 REVENUE GUIDANCE Gogoro® Q3 2025 Investor Presentation
Slide 19: ELaaaafa
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Slide 20: Let's Go Together!
LET'S GO TOGETHER! 10 gogoro
Slide 21: Appendix
Appendix Gogoro® Q3 2025 Investor Presentation a
Slide 22: Reconciliation of IFRS Financial Metrics to Non-IFRS
Reconciliation of IFRS Financial Metrics to Non-IFRS Reconciliation of Constant Currency (unaudited) (in thousands of US. dollars) Three Months Ended September 30, 2025 2024 Revenue Revonce excluding FX IFRS Revenue FX Effect excluding FX IFRS revenue IFRS revenue effect YoY : elfact YoY change % ch
Slide 23: Reconciliation of IFRS Financial Metrics to Non-IFRS
Reconciliation of IFRS Financial Metrics to Non-IFRS Reconciliation of Gross Profit and Gross Margin to Non-IFRS Gross Profit and Gross Margin (unaudited) (in thousands of US. dollars) Three Months Ended September 30, Nine Months Ended September 30, 2025 2024 2025 2024 Gross profit and gross margin
Slide 24: Reconciliation of IFRS Financial Metrics to Non-IFRS
Reconciliation of IFRS Financial Metrics to Non-IFRS Reconciliation of Net Loss to Non-IFRS Net Loss (unaucitea) (in thousands of US. dollars) Three Months Ended September 30, Nine Months Ended September 30, 2025 2024 2025 2024 Net loss $ (14,942) $ (18,244) $ (60,031) $ (61,426) Share-based compens
Slide 25: Reconciliation of IFRS Financial Metrics to Non-IFRS
Reconciliation of IFRS Financial Metrics to Non-IFRS Reconciliation of Net Loss to EBITDA and Adjusted EBITDA (unaudited) (in thousands of US. dollars) Three Months Ended September 30, Nine Months Ended September 30, 2025 2024 2025 2024 Net loss $ (14,942) $ (18,244) $ (60,031) $ (61,426) Interest e