Einride AB · NASDAQ:ENRD
Einride AB — Investor Presentation (October 2026)
20 slides from Einride AB's investor presentation, Oct 9, 2026
Slide 1: Einride Corporate Presentation October 2026
—_ Einride Corporate Presentation October 2026
Slide 2: Disclaimer
Disclaimer Uniess the context otherwise provides, "we," "us," "our," “Eine,” the "Company" and ike terms refer to Eide AB andits subsciaries, Forward-Looking Statements ‘This presentation contains certain fonvard-ooking statements within the meaning ofthe US. federal securities laws. These forward-l
Slide 3: Disclaimer (Cont.)
Disclaimer (Cont.) Industry and Market Data; Trademarks Certain information contained inthis presentation relates to or is based on studies, publications, statistics and surveys from third-party sources, and on the Company’ own internal estimates and research. In addition, al ofthe market data inclu
Slide 4: Who we are
Who we are Einride’s technology platform operates at the intersection of electrification and physical Al, enabling cost efficient, reliable and safe freight capacity to the world's largest transport buyers
Slide 5: Expanding rapidly with 30+ global customers across countries
Expanding rapidly with 30+ global customers across 7 countries Geographical footprint Key stats Financial wf $54M $800M+ $640M June 2026 LTM JBPs@) potential Capital raised to * Lo i Revenue! long-term ARR date) .N a." ¥ a 7 560k+ 5,400+ 18.5M+ counties Executed Driverless hours in Electric miles us
Slide 6: The heavy-duty road freight industry requires transformative improvements
The heavy-duty road freight industry requires transformative improvements Problem Einride Solution eine a Inefficient use of assets Truck utilization rates stand at a mere 11% within the U.S. AL-optimized planning Reduced TCO and operational excellence Labor cost inflation 3.6M driver shortage creat
Slide 7: Securing long-term customer partnerships through vertically integrated FCaaS and technology licensing
Securing long-term customer partnerships through vertically integrated FCaaS and Technology Licensing technology licensing models Einride handles everything, from financing electric trucks Similar to electric trucks, but with an autonomous truck, leveraging to sourcing drivers ' Einride's own AD sta
Slide 8: Einride's AD stack and logistics optimization enable superior cost position and operational reliability
Einride’s AD stack and logistics optimization enable superior cost position and operational reliability Customer proof points 9 13% oe eS a Fleet level TCO reduction From A: Picking up + +c) i oa toB: Delivering compared to diesel baseline”) freight from shipper... y oa) . 4 ey = freight at destinat
Slide 9: Serving shippers the Einride way reinforces competitive advantages
Serving shippers the Einride way reinforces competitive advantages 01 02 03 End-to-end platform Shipper-centric model Automating gradually, offering built for long-term scale increasing exponentially A platform company driving the Builds deep shipper knowledge via Einride Driver gradually deployed i
Slide 10: We are delivering on our plan to redefine freight operations
We are delivering on our plan to redefine freight operations ma Deep-dive next 01 02 03 End-to-end platform offering Shipper-centric model built for Automating gradually, increasing exponentially long-term scale V T=SLa 9 C curturn amazonrelay | SCHWARZ SINVIDIAF DOZAE Fy civice gerense 500 Tesla Se
Slide 11: Partnership with Tesla
01| Partnership with Tesla 500 Tesla Semi trucks to be deployed on Einride’s Saga Al platform, the majority before end of 2027, standing to triple Einride’s current fleet. Financed through 3rd parties Deployments accelerate the conversion of $800M of potential ARR from signed JBPs “Einride is at the
Slide 12: Einride to support the electrification of Amazon's U.S. middle-mile freight network
02 | Einride to support the electrification of Amazon's U.S. middle-mile freight network Einride integrates into Amazon's Relay network, with execution managed end-to-end by Saga Al - validating the platform within one of the world's most sophisticated logistics environments 735 Manual electric heav
Slide 13: Einride's expansion with the Schwarz Group
02 | Einride's expansion with the Schwarz Group shows how we take customers from electrifying to automating their freight flows @ 2020 Einride launches its first operational contract for FCaaS with Lidl Sweden aa First upsell expansion with Lidl Sweden after one year of, BS operation, now covering f
Slide 14: NVIDIA partnership further accelerates growth
03 | NVIDIA partnership further accelerates growth Where NVIDIA comes into our autonomous drive stack ODD data from our fleet vide Customer freight flows vide What the partnership unlocks 01 Scaling Data Collection Amature platform rolled out across routes, feeding the data factory with high-fidelit
Slide 15: Strong growth in H1 2026, expecting to more than double the growth rate in H2 2026
Strong growth in H1 2026, expecting to more than double the growth rate in H2 2026 Revenue growth is accelerating, USDm Commentary ae * 12026 growth was driven by expansion = with existing customers for additional capacity and new deployments * H2.2026E growth ramp is driven by capacity expansion wi
Slide 16: Einride is well-positioned for cash flow breakeven in 2028
Einride is well-positioned for cash flow breakeven in 2028 1,500-2,000 estimated fleet size needed to reach cash flow breakeven point in 2028 140-180% of the required volume for cash flow breakeven captured in Joint Business Plans" with existing customers ride Note Se desinrsectonon “kit Bases Pant
Slide 17: What's next for Einride
What's next for Einride |. Positioned for accelerated commercial traction Growth expected to accelerate through capacity expansion with predominately existing customers and a 3x fleet scale-up with Tesla Il. Accelerating the autonomous drive stack with key partnerships in place, with the NVIDIA and
Slide 18: Appendix
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Slide 19: Reconciliation of non-IFRS financial measures (H1 2025 – H1 2026)
Reconciliation of non-IFRS financial measures (H12025 — H1 2026) Constant currency measures, USDm. ‘Six Months Ended Six Months Ended Six Months Ended % Change As reported Foreign exchange impact In constant currency Inconstant Jun 2025 Dec2025 Jun2026 Jun 2025 Dec2025 Jun 2026 Jun 2025 Dec2025 _ Ju
Slide 20: Einride
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