Einride AB · NASDAQ:ENRD
Einride AB — H1 2026 Earnings Presentation
26 slides from Einride AB's earnings presentation, Aug 18, 2026
Slide 1: Einride Business Review H1 2026
Einride Business Review H1 2026 AUG 18, 2026
Slide 2: Disclaimer
Disclaimer DISCLAIMER Unless the context otherwise provides, “we,” “us,” “our,” “Einride,” the “Company” and like terms refer to Einride AB and its subsidiaries. Forward-Looking Statements This presentation contains certain forward-looking statements within the meaning of the U.S. federal securities
Slide 3: Einride's technology platform operates at the intersection of electrification and physical AI
Einrideʼs technology platform operates at the intersection of electrification and physical AI, enabling cost efficient, reliable and safe freight capacity to the world's largest transport buyers AUG 18, 2026 3
Slide 4: Einride Saga AI and electrification build the customer base
Einride Saga AI and electrification … laying the foundation for build the customer base… automation Electric freight and Einride Saga AI drive customer adoption through Automation is introduced stepwise, building on accumulated an end-to-end platform that takes cost out for shippers operating data a
Slide 5: Einride Saga AI and electrification build the customer base
Einride Saga AI and electrification … laying the foundation for build the customer base… automation $54m 5,400+ Revenue last 12 months1 Driverless Hours in Contracted Customer Operations3 $800m+ ~80% Potential ARR from Joint Business Plans2 Of customer demand captured on the platform is suitable for
Slide 6: Expanding rapidly with 30+ global customers across 7 countries
Expanding rapidly with 30+ global customers across 7 countries Select customers Note: Including signed deployments until 2026 year end AUG 18, 2026 6
Slide 7: Key Business Highlights
Key Business Highlights AUG 18, 2026
Slide 8: Einride continued executing on its plan to scale deployments with customers
Einride continued executing on its plan to scale deployments with customers and deliver on the technology roadmap 26% Increase in revenue YoY¹ ~60% Revenue growth rate guidance for H2 2026 YoY¹ 500 Tesla Semis secured, financed with third parties, will 3x the Einride fleet² 64% Flipturn OEM Increase
Slide 9: Einride to support the electrification of Amazon's U.S. middle-mile freight network
Einride to support the electrification of Amazonʼs U.S. middle-mile freight network Einride integrates into Amazon's Relay network, with execution managed end-to-end by Saga AI - validating the platform within one of the world's most sophisticated logistics environments 75 Manual electric heavy-duty
Slide 10: Partnership with Tesla to deploy 500 Tesla Semi trucks on the Einride Saga AI platform
Partnership with Tesla to deploy 500 Tesla Semi trucks on the Einride Saga AI platform 500 Tesla Semi trucks to be deployed on Einrideʼs Saga AI platform, the majority before end of 2027, stand alone tripling Einrideʼs current fleet. Financed through 3rd parties Deployments accelerate the conversion
Slide 11: Einride accelerates U.S. scaling strategy with Flipturn acquisition
Einride accelerates U.S. scaling strategy with Flipturn acquisition Integrating Flipturnʼs technology strengthens Einrideʼs software layer for electric heavy-duty freight optimization, and improves the customer offering with cost-efficient, reliable, and accessible charging >5k Live charging ports u
Slide 12: Partnership with DAF to accelerate commercialization of autonomous electric freight
Partnership with DAF to accelerate commercialization of autonomous electric freight Integrates Einride Driver into DAF's platform , validating Einrideʼs vehicle-agnostic approach Securing type approval for the DAF-integration , ensuring compliance for its deployment on public roads Interface testing
Slide 13: Einride expands offering to advance autonomous logistics for dual-use operations
Einride expands offering to advance autonomous logistics for dual-use operations "The Einride Driver gives armed forces a proven autonomous logistics backbone, and layering operational protection on top of it turns that into a capability designed for real-world deployment conditions." – General (Ret
Slide 14: Estimated fleet size needed to reach 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 captured in Joint Business Plans¹ with existing customers 1. See disclaimer section on “Joint Business Plans” for definition AUG 18, 2026 14
Slide 15: Financial & Operational Results
Financial & Operational Results AUG 18, 2026
Slide 16: Growth driven by four strategic engines, optimizing capital efficiency and accelerating scale
Growth driven by four strategic engines, optimizing capital efficiency and accelerating scale Revenue Electric and Autonomous FCaaS Einride Platform licensing 4 Accelerate tech licensing for Einride platform 1 2 3 Scale and improve margin 2028 cash flow breakeven Current position Time 1 Asset-Backed
Slide 17: Strong growth in H1 2026, expecting to more than double growth rate in H2
Strong growth in H1 2026, expecting to more than double growth rate in H2 Revenue development, USDm Commentary ● H1 2026 growth was driven by 85–95 expansion with existing customers for additional capacity and new deployments ● H2 2026 growth ramp is driven by capacity expansion with existing custom
Slide 18: Investments to enable scaling have been made, supporting accelerated growth ahead
Investments to enable scaling have been made, supporting accelerated growth ahead Contribution Margin, % Commentary ● Contribution margin is steady and 29.2% expected to increase driven by higher 20.7% 21–23% utilization in more dense networks 20.7% H1 2025 H2 2025 H1 2026 H2 2026 forecast Adjusted
Slide 19: R&D investment has leveled off following last year's ramp-up
R&D investment has leveled off following last year's ramp-up Total R&D spend, USDm Commentary Made foundational investments in R&D and 20.4 Engineering: 19.8 ● Accelerating the deployment of Autonomous Vehicles across customer networks in live operations 12.9 ● Advancing quantum computing efforts to
Slide 20: Robust H1, expected to drive 2x growth in H2
Robust H1, expected to Scaling fleet size 3x Cash flow breakeven drive 2x growth in H2 with Tesla point in 2028 H2 growth expected to be fueled by capacity Locked in supply of vehicles with high battery Capital-efficient growth paves the way to cash expansion with existing clients including Amazon c
Slide 21: Analyst Q&A
Analyst Q&A AUG 18, 2026
Slide 22: Appendix
Appendix AUG 18, 2026
Slide 23: Reported Income Statement (H1 2025 - H1 2026)
Reported Income Statement (H1 2025 - H1 2026) (1) (in reported currency, USDm) Six months ended June 30, Jun 2025 Dec 2025 Jun 2026 Revenue 21.3 25.5 28.5 Cost of sales (29.9) (39.0) (42.7) Selling expenses (3.5) (4.7) (5.0) (2) General and administrative expenses (8.4) (22.7) (135.5) Research and d
Slide 24: Reconciliation of Non-IFRS financial measures (H1 2025 - H1 2026)
Reconciliation of Non-IFRS financial measures (H1 2025 - H1 2026) Adjusted EBITDA, USDm Six Months Ended, Jun 2025 Dec 2025 Jun 2026 Net loss (87.2) (88.2) (120.8) Income tax (benefit)/expense (0.1) (0.0) (0.3) Finance costs 53.5 14.0 10.3 Finance income (0.0) (0.7) (0.0) Depreciation and amortizati
Slide 25: Reconciliation of Non-IFRS financial measures (H1 2025 - H1 2026)
Reconciliation of Non-IFRS financial measures (H1 2025 - H1 2026) Constant currency measures, USDm Six Months Ended Six Months Ended Six Months Ended % Change As reported Foreign exchange impact In constant currency In constant Jun 2025 Dec 2025 Jun 2026 Jun 2025 Dec 2025 Jun 2026 Jun 2025 Dec 2025
Slide 26: einride
einride