Kempower Oy · OMXHEX:KEMPOWR

Kempower Oy — Q2 2025 Earnings Presentation

19 slides from Kempower Oy's earnings presentation, Jul 24, 2025

  1. Slide 1: Kempower Half Year 2025 Financial Result

    Kempower Half Year 2025 Financial Result

  2. Slide 2: Q2 2025: Overall solid quarter with strong order growth

    Q2 2025: Overall solid quarter with strong order growth Bhasker Kaushal Jukka Kainulainen Chief Executive Officer Chief Financial Officer 2

  3. Slide 3: Our mission

    Our mission Drive transition to sustainable energy and emissions reduction through intelligent fast-charging solutions for EVs 3

  4. Slide 4: Q2 2025 Highlights Key figures

    Q2 2025 Highlights Key figures • Strong order intake growth Order Intake Revenue • Improving revenue growth 74.3 62.2 EUR million EUR million • Significant improvement to operative EBIT revenue • Positive operating cash flow • Standout quarter for North America +37% +9% Year-on-year, % Year-on-year,

  5. Slide 5: Market outlook: Europe and North America

    Market outlook: Europe and North America New BEV registrations New public fast charging installations Source: European Automobile Manufacturers' Source: EcoMovement 5 Association (acea), KellyBook-CoxAutomotive

  6. Slide 6: Our priorities

    Our priorities Differentiated Winning with Operational technology customers excellence through Innovation Winning Culture 6

  7. Slide 7: Winning with customers

    Winning with customers Q2 Key Wins Our Approach Leading German eBus charging infra operator • Full lifecycle solutions (hardware, I l ’s leading smart software, aftermarket) Leading European Fast-growing North urban infrastructure CPO American CPO company • Customer centricity Australia's EV chargin

  8. Slide 8: Differentiated technology through innovation

    Differentiated technology through innovation ChargEye – smart EV Kempower MORE extends Kempower ranked as #1 in charging cloud-based technology leadership DC fast-charging systems platform M RE Kempower ChargEye Ranked #1 • 1.2 MW power • Monitoring and predictive maintenance Based on best: I d s ’s

  9. Slide 9: Operational excellence

    Operational excellence Focus areas: • Delivery performance • Quality improvement • Productivity and cost-discipline • Services and partner excellence • Continuous improvement & agility 9

  10. Slide 10: Sustainability impact

    Sustainability impact Mission focus Impact to-date Transition to ~1 billion kWh energy delivered, sustainable through 26 million+ charging energy sessions Emissions 600,000 tonnes CO₂ emissions reductions avoided 10

  11. Slide 11: Summary

    Summary Positive momentum Strategic positioning Execution focus Q2 a positive step forward Well positioned to Focused on key capitalize on market priorities, winning Aligned with our opportunities share and staying expectations and agile guidance 11

  12. Slide 12: Q2 2025 Financials

    @ CC ;C“(‘(‘"W”TC §N"’"'"“#039;|'} ___ssPF#=™ Q2 2025 Financials Pewering Planet Cool. Oe ? a,

  13. Slide 13: Key figures

    Key figures ll Comments • Order intake growth continued • Gross profit margin, % maintained on a strong level • Operative EBIT positively impacted by increased revenue and cost saving measures • Positive operating cash flow driven by improved profitability and reduced working capital *Operative EBIT

  14. Slide 14: Strong order intake growth continued

    Strong order intake growth continued Order intake by quarter (EUR million) Comments • Order growth in Q2 2025 was 37% and in H1 2025 35% • Q2 order intake was second highest in company history • Standout quarter for North America with 150% growth and EUR 17.1 million of orders • Order intake growth

  15. Slide 15: Solid revenue growth

    Solid revenue growth Revenue by geographical area (EUR million) Comments • Q2 2025 revenue growth was +9% driven by Europe outside Nordics and North America. • Revenue outside Nordics was 66% of total revenue. • North America share of revenue grew to 12% 15

  16. Slide 16: Improved profitability with positive cash flow

    Improved profitability with positive cash flow Operative EBIT (EUR million) Operating cash flow (EUR million) Comments 14.3% • Q2 2025 operative EBIT, EUR -1.7 million (EUR -8.5 million), positively impacted by increased revenue and results of EUR 10 million cost saving program. • Q2 2025 operating

  17. Slide 17: Kempower's outlook for 2025 (unchanged)

    K w ’s outlook for 2025 (unchanged) In 2025, the company aims to return to a growth trajectory as the DC charging market is expected to start recovering in the second half of the year. Kempower continues to invest selectively in its growth initiatives including growth in North America, growth in key

  18. Slide 18: Kempower's financial targets

    K w ’s f l g s 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 Profitability in the medium term (years 2026-2028) and operative EBIT margin of at least 15 percent in the long term Dividend policy Divid

  19. Slide 19: Q&A

    1 9 Q&A

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