Kempower Oy · OMXHEX:KEMPOWR
Kempower Oy — Investor Day (May 2026)
99 slides from Kempower Oy's investor day presentation, May 26, 2026
Slide 1: Kempower 2.0: Scaling a global leader in DC fast charging
1 Capital Kempower 2.0: Markets Scaling a global leader in Day DC fast charging May 26, 2026
Slide 2: Disclaimer
2 Disclaimer This presentation contains forward-looking statements based on current expectations, estimates, projections, and assumptions regarding future events and financial performance. These statements involve known and unknown risks and uncertainties that may cause actual results, performance,
Slide 3: Capital Markets Day agenda
3 Capital Markets Day May 26, 2026 Scaling a global leader in DC fast charging Digitally enabled aftermarket Bhasker Kaushal Katri Piirtola Chief Executive Officer Chief Aftermarket Officer Monil Malhotra Technology and product leadership creating President, North America & Digital Solutions Leader
Slide 4: Scaling a global leader in DC fast charging
4 Capital Kempower 2.0: Markets Scaling a global leader in Day DC fast charging Bhasker Kaushal May 26, 2026 Chief Executive Officer
Slide 5: Mission and Vision: Why we exist, and where we're going
5 Mission and Vision: Why we exist, and where we’re going Mission Vision A top 3 global leader in DC Accelerating the electric fast charging - trusted by mobility transition customers, built to compound
Slide 6: Executive summary: Kempower 2.0
6 Executive summary: Kempower 2.0: Proven leader. Scaling platform. Built to compound Attractive, fast- Proven leadership Expanding to full Sustained profitable growing market position lifecycle solutions growth ✓ Sustained growth in addressable ✓ Leader in distributed architecture, with ✓ Evolving
Slide 7: Kempower overview: A pioneer and leader in DC fast charging
7 Kempower overview: A pioneer and leader in DC fast charging About Kempower 2025 Financials Employees Countries Install Base Headquarters Revenue (2025) Gross margin 825 60+ 35,000+ Finland €251M 48% Revenue composition By region By product and aftermarket 7% 5% 12% 32% 49% Nordics 95% Production &
Slide 8: Kempower is focused on DC fast charging
8 Kempower is focused on DC fast charging: Powering e-mobility across segments Kempower’s focus: DC Ultra-Fast Charging > 150 kW Our Solutions HARDWARE + SOFTWARE DC CHARGING ChargEye >50 kW Passenger Modular power unit cars < 30 min charging time* Differentiated technology. Higher margins. Trucks H
Slide 9: ESG leadership: Delivering environmental impact at scale
9 ESG leadership: Delivering environmental impact at scale, with trusted infrastructure for the energy transition Environmental impact at scale Energy delivered through Kempower chargers (million kWh) 60X growth in 4 years 777 1.7B kWh total energy delivered through Kempower chargers 398 312 196 1.4
Slide 10: DC fast charging: A €4.5B market growing to €10B+
10 DC fast charging: A €4.5B market growing to €10B+ Europe, North America & Asia-Pacific (excl. China), 10-25% CAGR depending on market scenario Total Addressable Market (TAM), 2025 → 2030 Annual DC fast charging market size in EUR Billion, Based on different EV adoption and charging Europe, North
Slide 11: BEV transition continues at a more realistic pace
11 BEV transition continues at a more realistic pace – still, set to roughly triple by 2030 Battery electric vehicle: Growth normalized vs. old estimates Battery electric vehicle growth 2025 → 2030 2030 New BEV registrations forecasts: Passenger cars New BEV registrations forecasts Europe and North
Slide 12: Secular tailwinds support sustained market growth
12 Secular tailwinds support sustained market growth and long- term opportunity TCO advantage Regulatory & Public and private Energy security is a emissions targets funding strategic imperative BEV vs ICE economics Europe CO₂ emissions targets Public funding B€ Crude oil price (grams per km) NEVI 5
Slide 13: Market position: leader in distributed architecture
13 Market position: Top 5 global player, leader in distributed architecture Product Offering Strength2 DC fast charging Ownership & HQ DC Fast Charging manufacturer Installed Base1 Hardware Aftermarket Company (‘000 units) All-In-One Distributed Software Services European peer A Private 100–120 ●●●●
Slide 14: Kempower 2.0: Same mission, evolved playbook
14 Kempower 2.0: Same mission, evolved playbook with 3 key areas of evolution KEMPOWER 1.0 KEMPOWER 2.0 2020 – 2025 2025 – 2030 Geographic Nordics and Europe market focused Balanced global player focus 2025: Europe 82% • NA 12% • APAC 7% 2030: Balanced across Europe, NA and APAC Business Hardware le
Slide 15: How we win: Four strategic pillars
15 How we win: Four strategic pillars to become the top 3 global leader Winning Technology leadership Lifecycle Operational 1 2 3 4 with customers through innovation solutions excellence Win, grow and scale Differentiated technology Recurring lifecycle Asset-light, productivity through customer acro
Slide 16: Winning with customers: Trusted by leading operators
16 1 Winning with customers: Trusted by leading operators across segments and regions Charge Point Operators: Fleet | Truck Fleet | Bus Ports Car public charging Circle K, Stockholm, Sweden EV Realty, San Bernadino, USA Thomas Bus, NC, USA DP World, London, UK Revel, NY, USA ASKO, Oslo, Norway Alsa,
Slide 17: Customer centricity: Different buyers, different value drivers
17 1 Customer centricity: Different buyers, different value drivers - same Kempower platform PASSENGER CAR PUBLIC CHARGING 75% of our COMMERCIAL VEHICLE FLEETS 25% of our Buyer: Charging Point Operators (CPOs) installed base Buyer: Truck, bus, port and off-highway fleet installed base operators Buye
Slide 18: Technology leadership through innovation
18 2 Technology leadership through innovation: Differentiation is shifting from kW to TCO and intelligence Technology differentiation evolution Our focus TCO: Cost/ kWh INTELLIGENT ENERGY MANAGEMENT Differentiated hardware reducing customer ✓ Automated charging costs per kWh ADVANCED CHARGING ✓ SW e
Slide 19: AI-enabled digital capabilities
19 2 AI-enabled digital capabilities: Drive growth, differentiation, and productivity Differentiation ✓ AI-based features & functionality ✓ Differentiates against competitors Growth ✓ Revenue expansion via ChargEye platform Differentiation ✓ Trackable subscription / SaaS revenue ✓ Installed base mon
Slide 20: Lifecycle solutions: Building a recurring revenue business
20 3 Lifecycle solutions: Building and scaling a recurring revenue business Four levers of lifecycle value capture Significant opportunity driven by install base growth Installed charging points Aftermarket & services in ‘000 units revenue €M Parts Capture PROPRIETARY IP, MARGIN-RICH 150 120 150 2.5
Slide 21: Operational excellence: Scalable, efficient, capital-light
21 4 Operational excellence: Scalable, efficient, capital-light by design Delivery and quality excellence Scalable model Productivity driven Differentiated, leading 3X growth ready €10 + ductivit in 2026, performance 7% annual target Factory capacity and Direct unit cost improvement; ✓ Order-to-deli
Slide 22: Building a diversified global revenue base
22 Building a diversified global revenue base with discipline: Positioned to capture every regional growth wave Revenue diversifying from Nordics dominance to balanced global mix Our growth ambition Regional revenue share of total 2019-2025 APAC & MEA North America Europe outside Nordics Nordics 1 N
Slide 23: Kempower 2.0 value creation framework
23 Kempower 2.0 value creation framework: Disciplined, profitable, compounding growth Our formula to deliver compounding value I Disciplined above- II Lifecycle revenue III Operating profit IV Disciplined, selective market growth in expansion expansion reinvestment hardware • Share gain, margin- • S
Slide 24: Updated financial targets
24 Updated financial targets: We target sustained profitable growth FINANCIAL TARGETS How the range works across market scenarios CAPITAL MARKETS DAY 2026 Market state Slow market Base market Accelerated REVENUE OPERATIVE DIVIDENDS Kempower Lower end Mid-point Upper end GROWTH EBIT revenue growth of
Slide 25: Winning culture
25 Winning culture Two foundational enablers that turn strategy into results High performance model Disciplined execution culture at startup speed Role clarity and accountability Capital allocation discipline Clear ownership of KPIs at every level, leaders empowered to deliver outcomes Investments t
Slide 26: Winning, industry-leading team
26 Winning, industry-leading team Global Leadership Team Bhasker Kaushal Jukka Kainulainen Sanna Otava Mathias Wiklund CEO CFO COO & interim CTO Chief Sales Officer Joined 2025 Joined 2021 Joined 2019 Joined 2024 Ex-Carrier Ex-Cap Gemini Ex-Kemppi Ex-Universal Robots The team behind it: 800+ 60+ Own
Slide 27: A disciplined, global DC fast charging leader
27 KEMPOWER 2.0 A disciplined, global DC fast charging leader - built to compound. Attractive, fast-growing market Proven technology leadership, deep customer relationships Evolving from regional, hardware focused to global lifecycle leader Sustained profitable growth focus
Slide 28: Technology and product leadership creating customer value
28 Capital Kempower 2.0: Markets Technology and product Day leadership creating customer value Jussi Vanhanen May 26, 2026 Chief Product Officer
Slide 29: Creating customer value
29 Kempower 2.0 Creating customer value kW TCO Peak powers Intelligent Platform • Static systems Minimized CAPEX • Peak power High efficiency • EUR/kW Planned OPEX Maximum uptime EUR/kWh TCO: Total cost of ownership
Slide 30: Our Evolution: Six years of distributed systems
30 Our Evolution: Six years of market leading distributed systems Movable Distributed Station 400 kW CCS High efficiency MCS system charger liquid cooled silicon carbide 1,200kW - 12 plugs 2019 2020 2021 2022 2023 2024 2025 2026 North America Europe ChargEye AI vehicle Depot energy End-user Kempower
Slide 31: Kempower product portfolio covers all segments
31 Kempower product portfolio covers all segments Distributed system Station charger ChargEye Software 50 - 1,200 Power unit kW 12 plugs 50 - 400 kW • Dynamic power sharing • All-in-one solution • Service cloud • Scalable 50 kW to 1,200 kW • Single-point fast charging • Energy cloud • Multiple conne
Slide 32: Kempower differentiation
32 Kempower differentiation Five engineered advantages that compound into industry-leading economics 01 02 03 04 05 THE BEST USER DISTRIBUTED DYNAMIC MODULAR INTELLIGENT EXPERIENCE Flexible layout Dynamic power Scales up for various AI-driven Built for seamless, sharing applications ChargEye cloud e
Slide 33: Distributed System for building better sites
33 01 Distributed System for building better sites 1 Improved site layout CHARGEYE Flexible placement of charging points POWER UNIT Reduced space 2 requirements 50% space savings Distributed -DYNAMIC POWER SHARING SATELLITE Maximized grid SYSTEM 3 utilization SCALABLE CHARGING 30% energy trough same
Slide 34: Dynamic Power Sharing
34 02 Dynamic Power Sharing allocating power according to vehicle demand Total 600kW Emergency Priority Higher Power Utilization 1 Dynamically distribute power when vehicle demands change Tesla S 30% higher utilization Improved System Availability BMW i5 2 Power utilization Redundant architecture en
Slide 35: Modular and scalable
35 03 Modular and scalable One platform, hundreds of use-cases Different dispensers for various customer needs Public charging Bus fleets Port & off highway Truck fleets
Slide 36: Intelligent AI-driven cloud software ChargEye
36 04 Intelligent AI-driven cloud software Enable smart energy • Energy cost optimization • Peak shaving Optimize service quality Assure mission critical operations • Proactive system health monitoring • Maintenance optimization Energy • Vehicle recognition (AI-driven preventive & predictive) Cloud
Slide 37: User experience loved by EV drivers
37 05 User experience loved by EV drivers 1 Best-in-class user interface 2 Cable management with reach AI charging time estimation, follow-on-mobile Compact and user-friendly cable management with ultimate reach
Slide 38: Future Innovation
38 Product portfolio Future Innovation Megawatt charging Advanced Microgrid with Automated Wireless charging evolution satellite BESS integration charging 2026 Future Predictive Advertising in Advanced Self-optimizing ChargEye for ports maintenance charger microgrid EMS depot charging BESS: Battery
Slide 39: MCS – Truck charging of the future
39 MCS – Truck charging of the future World premiere: 1,000kW charging power from single plug First MCS installation in the world | The biggest installed base First MCS installation in USA, California MCS: Megawatt charging system
Slide 40: Proven microgrid deployments with BESS
40 Proven microgrid deployments with BESS Reference installations Bredden, Stockholm Norrköping, Sweden Alecta Fastigheter Alfredsson Transport 150 kVA / 280 kWh BESS 2× 600 kVA BESS 400 kW Kempower Power Unit 4× 600 kW Power Units + MCS Oskarshamn, Iceland Sweden Orkan Erinion / Scania Logistics 30
Slide 41: Next Generation Satellite system
41 Next Generation Satellite system 1 Fast installation and deployment 2 All-new user interface 3 Great customer branding
Slide 42: Conclusion: We deliver MORE
42 Conclusion: We deliver MORE • Better than 99% uptime • 100% intelligent platform • Up to 20% better TCO TCO: Total cost of ownership
Slide 43: Winning with customers - share gain in Europe and Asia-Pacific
43 Capital Kempower 2.0: Markets Winning with customers - Day Accelerated share gain and expansion in Europe and Asia- Pacific Mathias Wiklund May 26, 2026 Chief Sales Officer
Slide 44: Europe's market: growing at 14% CAGR
44 Europe’s market: Large and growing at 14% CAGR to reach EUR 6.2 bn by 2030 Accelerated BEV adoption Large and fast-growing market DC fast charging focus New passenger vehicle in million units % CAGR Europe - DC charging market TAM, € bn Public fundin B€ % CAGR 25% 7-8 5 E-Truck Charging Hub 1.6 Z
Slide 45: Kempower Europe: Beyond the Nordics
45 Kempower Europe: Beyond the Nordics, a multi-billion EUR TAM Our European journey so far Kempower 2.0 Order intake Europe M€ ▪ From Nordics to central and south Europe. 131 82 152 ▪ Large customer focus driving volume, product innovation and quality 96 ▪ Adding new customers securing continued gr
Slide 46: We win with leading customers in every segment across Europe
46 We win with leading customers in every segment across Europe CPO Public charging Retail Trucks Fleets Bus Ports
Slide 47: Why customers choose Kempower: Zunder
47 Why customers choose Kempower: Zunder - Charging point operator About: Zunder is a leading ultra-fast EV charging point operator in Southern Europe, active in Spain, France, and Portugal, operating more than 2,200 charging points across 650+ charging stations. Why Zunder choose Kempower: Small fo
Slide 48: Why customers choose Kempower: TPER
48 Why customers choose Kempower: TPER - Fleet operator About: TPER Group a public transport operator in Italy, running regional and urban bus services (including Bologna) as well as rail operations. They operate 500 buses of which 137 are BEVs. Why TPER choose Kempower: Modular & flexible Economica
Slide 49: Accelerated market share gain in Europe
49 Conclusion: Accelerated market share gain in Europe Nordic leader, deepening share-of-wallet with the region's largest CPOs and fleets Rest of Europe scaling up fast, led by DACH, UK, Benelux and Southern Europe Large customer and new customer acquisition focus, with multi-year, multi-country dep
Slide 50: Kempower 2.0 Asia-Pacific: Disciplined entry
50 Kempower 2.0 Asia-Pacific: Disciplined entry into a fast-growing market Strong order intake growth since 2022 Fast-growing total addressable market Kempower 2.0 approach Order intake (EUR million) APAC DC fast charging TAM in B€ ▪ Expand selectively and grow in CAGR % focused countries 19 29% 1.8
Slide 51: Scaling with local and global customers across Asia-Pacific
51 Kempower 2.0: Scaling with local and global customers across Asia-Pacific Australia Malaysia India Singapore Thailand
Slide 52: We play in every segment
52 We play in every segment: Our success with global customers gives us access to the Asia-Pacific market Selected Customer Logos Across Segments CPO Public charging Retail Trucks Fleets Bus Ports
Slide 53: Why customers choose Kempower: Charge Hub
53 Why customers choose Kempower: Charge Hub- Sales and service partner About: Charge Hub Group specializes in commercial, fleet, and heavy vehicle charging solutions and is a Sales and Service Partner to Kempower with locations in UK & Australia Why Charge Hub choose Kempower: Proven, reliable & Gl
Slide 54: Tremendous growth potential in Asia-Pacific
54 Conclusion: Tremendous growth potential in Asia-Pacific Fast growing region in our addressable market Expanding via global customers and selective new customer acquisition Utilize local partners to accelerate reach
Slide 55: Geographic expansion - our North America success story
55 Capital Kempower 2.0: Markets Geographic expansion - Day our North America success story Monil Malhotra May 26, 2026 President, North America & Digital Solutions Leader
Slide 56: North America: Established a resilient market presence
56 North America: Established a resilient market presence after entering the market Well positioned for future Delivering above-market growth Rapidly growing installed base R v nu nd d int k M€ CAGR % Revenue Orders 169% 31.0 20.8 11.3 Our team is 100+ strong 1.6 2025 Strong order intake and revenue
Slide 57: North America is a large and accelerating TAM
57 North America is a large and accelerating TAM: 29% CAGR, EUR 2.5 billion TAM by 2030 Accelerated BEV Adoption North America TAM 2030 DC fast charging public funding New passenger vehicle (million units) North America - DC charging market TAM (bn€) • Federal funding reactivated, with $2B of 2.0-2.
Slide 58: Secular tailwinds: A foundation for sustained growth
58 Secular tailwinds: A foundation for sustained growth BEV to charger ratio EV Price Parity Off-highway segments The demand for electrification far exceeds 32 new electric passenger vehicle and 2 Port segment is set for electrification the current supply heavy duty models to be released in 2026 90
Slide 59: Competitive differentiators for the North American market
59 High uptime, full solution stack, and our hardware architecture: Competitive differentiators for the North American market D ivin i utiliz ti n il nsu in sit ’s din ss f futu kd nd DISTRIBUTED - DYNAMIC MODULAR SCALABLE SAAS SOLUTION COMPLIANT HARDWARE TAILORED TO MEET MARKET MAINTAIN + OPERATE +
Slide 60: Technology differentiation validated by North America's operators
60 Our sustainable technology differentiation: Validated by North America’s leading operators Blink · U r b a n C P O OnPoint EV Solutions · P u b l i c C h a r g i n g C P O ABOUT BLINK: Blink Charging Co. is a global EV charging player operating ABOUT ONPOINT: OnPoint EV Solutions is an Idaho-base
Slide 61: Why customers choose Kempower: PowerUp America
61 Why customers choose Kempower: PowerUp America on scalable, reliable, easy-to-operate fast charging “When evaluating charging technology for our expanding network, four factors stood out. “ Joshua Turner · CEO, PowerUp America 01 02 VISIBILITY INTO ABILITY TO EXPAND OPERATIONS 03 04 USER-FRIENDLY
Slide 62: Why customers choose Kempower: EV Realty
62 Why customers choose Kempower: EV Realty on building a fleet network at scale Will Quinn is the Director of Product and Operations at EV Realty; Factors that EV Realty considered when v lu tin ’s d 01 02 MCS CAPABILITIES DELIVER HIGH POWER 03 04 SAVE TIME AND MONEY ABILITY TO EXPAND Video
Slide 63: Our North America success story
63 Conclusion: Our North America success story Significantly outpacing market growth Growing install base with market leaders >169% CAGR 120 customers in 3 years Since entering the North American market Including 10 market leaders Strong sustainable differentiators North America is our highest growt
Slide 64: Digitally enabled aftermarket
64 Capital Kempower 2.0: Markets Digitally enabled Day aftermarket Katri Piirtola Chief Services and Aftermarket Officer Monil Malhotra May 26, 2026 President, North America & Digital Solutions Leader
Slide 65: Kempower aftermarket overview
65 Kempower aftermarket overview: strong foundations and ready to scale Aftermarket revenue Kempower service team and partners Digital capabilities Revenue (€M) In-house front-line technical support 12 CAGR 77% 60+ 20+ Service Engineers Countries 2021 2022 2023 2024 2025 ChargEye software Aftermarke
Slide 66: Aftermarket opportunity
66 Aftermarket opportunity: growing install base with recurring high margin value From kW to outcomes Growing installed base Aftermarket across the lifecycle Kempower installed charging points Charging point lifetime value ‘000 units 2.5X+ 120 112 Aftermarket 100 80 60 Total value 40 33 20 6 Hardwar
Slide 67: Aftermarket approach: customer lifecycle journey
67 Aftermarket approach: We support our customers at every stage of their lifecycle journey The Customer Lifecycle Journey PLANNING DEPLOYMENT OPERATION UPGRADE & EXPANSION REFRESH Serviceable By Easy Value During Differentiate On Modernize at right First Choice At End Design Commissioning Warranty
Slide 68: Lifecycle solutions: Four pillars in aftermarket
68 Lifecycle solutions: Four pillars building a leading position in aftermarket 1 2 3 MODERNIZATION & 4 PARTS CAPTURE SERVICE CONTRACTS SOFTWARE UPGRADES • Proprietary IP - own • Kempower led diagnostics, • Module upgrades - higher • ChargEye subscription modules coupled with field service efficienc
Slide 69: Creating value with customers through aftermarket solutions
69 Creating value with customers through aftermarket solutions CASE MODERNIZATION: CASE SERVICE CONTRACT: UNLOCK MORE REVENUE FOR THE CUSTOMERS SLAs KEEP CUSTOMERS BUSINESSES RUNNING 9,000 charging points in 6 countries Major global retailer with Public and Fleet charging Retrofit new plug standard
Slide 70: Kempower digital solutions
70 Kempower digital solutions: Strong sustainable differentiator for the future FROM KW TO TCO OUTCOMES… TO INTELLIGENCE Site details Technical support STRONG SOFTWARE CAPABILITIES ESTABLISHED 3 tiers 50+ Diagnostics Software offerings Team members Intuitive user interface SIGNIFICANT DATA LEVERAGE
Slide 71: Software offerings: Tiered cloud solutions
71 Software offerings: Tiered cloud solutions to support all customer segments Service Cloud Operation Cloud Energy Cloud TIER I: ChargEye Basic TIER II: ChargEye Advanced TIER III: ChargEye Pro Asset and service management Commercial network management Solution for fleet charging energy optimizatio
Slide 72: ChargEye delivers full operational visibility
72 ChargEye delivers full operational visibility through essential diagnostics for charging point operators Customer background Our solution: ChargEye Service Cloud Customer benefits – impact • A leading charge point operator in the • Remote monitoring dashboards ✓ Remote diagnostics allow for 99% U
Slide 73: ChargEye's energy optimization provides vehicle readiness
73 ChargEye’s energy optimization provides full vehicle readiness, preventing penalties for fleet operators Customer background Our solution: ChargEye energy cloud Customer benefits – impact • Global public-transport leader • Remote monitoring dashboards ✓ AI-based charging optimization operating bu
Slide 74: Aftermarket – Now is the time
74 Aftermarket – Now is the time Aftermarket foundations in place and ready to scale Full support across the lifecycle that customers can trust Differentiated by our data and software driven approach
Slide 75: Operational excellence - our competitive edge
75 Capital Kempower 2.0: Markets Operational excellence - Day our competitive edge Sanna Otava May 26, 2026 Chief Operating Officer
Slide 76: Global manufacturing footprint
76 Global manufacturing footprint: created for resilience and growth NORTH AMERICA EUROPE ASIA Durham, NC Lahti, FIN Flexible footprint Since 2023 Since 2020 Asset-light entry in progress Products Products Products Localized, BABA ready All lines, R&D pilots Components, semi-finals (Build America –
Slide 77: Operational model created for flexibility and scale
77 Operational model created for flexibility and scale IN-HOUSE · OWNED IPR & KNOW-HOW OUTSOURCED · SCALE THROUGH PARTNERS ✓ Power module and PCB (printed circuit boards) ✓ Product design — Hardware, firmware, software fully assembly — qualified suppliers, dual-sourced owned -> production knowledge
Slide 78: Operational excellence: our true competitive advantage
78 Operational excellence: our true competitive advantage 1 DELIVERY EXCELLENCE 2 PRODUCTIVITY DRIVEN 3 HIGHEST QUALITY ISO 27001 Investments In Quality and Customer Centricity Continuous Improvement ESG • On-time deliveries • 7% annualized productivity • Quality and sustainability improvement targe
Slide 79: Delivery excellence
79 1. Delivery excellence: customer centricity throughout on-time deliveries and needed flexibility ✓ Regional manufacturing On-time delivery redundancy - Streamlined global >98% production technology ✓ Modular architecture - product Avg. 6 weeks variants assembled lead time ✓ Customer pilots with R
Slide 80: Focus on cost excellence and productivity
80 2. Focus on cost excellence and productivity – delivering now R&D + PROCUREMENT SOURCING OPERATIONS ✓ Design to cost – cost ✓ Should-cost methodology and ✓ Optimize production methods innovations supply chain negotiations and material flows ✓ Fewer components, fewer ✓ Global sourcing and new ✓ Di
Slide 81: Quality operations
81 3. Quality operations: Seamless quality from supplier to end-of-line Su li ’s qu lit c nt ls Incoming inspection ✓ Supplier audits and qualifications ✓ Critical component verification ✓ Online testing platform in use ✓ Lot / batch traceability ’s operations quality Final test chain Manufacturing
Slide 82: Sustainability in operations
82 Sustainability in operations: a recognized sustainability leader — measured, certified, acting now ENVIRONMENTAL SOCIAL GOVERNANCE E Low-carbon operations S People and partners G Transparent and trust Carbon footprint- SCOPE 2 AND SCOPE 3 Responsible supply chain Product Compliance CE, UL and loc
Slide 83: Scalability: Production set-up enables financial target
83 4. Scalability: Production set-up enables us to reach our financial target CAPACITY HEADROOM ASSET-LIGHT MODEL WORKFORCE ON DEMAND 3X ✓ Production workforce can 2x in 12 ✓ Asset-light final assembly with weeks strong regional supply chains ✓ Flex contracts and partners Today +1x +2x ✓ Outsource /
Slide 84: Operational excellence – competitive advantage
84 Conclusion: Operational excellence – ’s c titiv advantage Customer centricity Driving cost excellence and productivity Scalability
Slide 85: Delivering sustained profitable growth
85 Capital Kempower 2.0: Markets Delivering sustained Day profitable growth Jukka Kainulainen May 26, 2026 Chief Financial Officer
Slide 86: Kempower at a glance: From zero to a leading industry player
86 Kempower at a glance: From zero to a leading industry player Revenue 2019-25 (MEUR) Gross margin 2020-25 (%) Liquidity1 2019-25 (MEUR) CAGR 300 284 74% 60% 54.4% 140 126 300 284 251 2021-25 52.1% 251 47.1% 46.5% 48.7% 47.6% 115 114 250 224 224 50% 120 250 CAGR 100 90 200 40% 150 104 203% 80 74 15
Slide 87: Financial Position: one of the financially strongest
87 Financial Position: Kempower is one of the financially strongest in the EV charging landscape Revenue CAGR 2021-25 and EBIT margin in 2025 (%) 120% 100% Revene CAGR 2021-25 80% Kempower 60% 40% 20% 0% -20% -100% -80% -60% -40% -20% 0% 20% EBIT margin in 2025 = listed charge point operator (CPO) =
Slide 88: Kempower 2.0 value creation framework
88 Kempower 2.0 value creation framework: Disciplined, profitable, compounding growth Our formula for delivering compounding value I Disciplined above- II Lifecycle revenue III Operating profit IV Disciplined, selective market growth in expansion expansion reinvestment hardware • Share gain, margin-
Slide 89: We target accelerated revenue growth and market share gains
89 I. We target accelerated revenue growth and market share gains in all markets Markets and Expected growth Key growth drivers products vs. Kempower overall growth • Increase share of wallet of large customers, continue Europe Lower growth % to gain share outside of Nordics • New customer acquisiti
Slide 90: Growth plans supported by customer funding
90 I. Our growth plans are supported by market growth fueled by customer funding Over the past 2 years, CPOs and fleet operators have raised around EUR 10 bn of capital in Europe and North America alone Europe th Americ Approx. or 5 N Approx. 5 a EUR bn EUR bn WHY THIS MATTERS Significant private fi
Slide 91: Lifecycle solutions: Building a recurring revenue business
91 II. Lifecycle solutions: Building and scaling a recurring revenue business Four levers of lifecycle value capture Significant opportunity driven by install base growth Installed charging points Aftermarket & services in ‘000 units revenue €M Parts Capture PROPRIETARY IP, MARGIN-RICH 150 120 150 2
Slide 92: Profitability improvement through growth, aftermarket and productivity
92 III. We target profitability improvement through revenue growth, aftermarket sales contribution and productivity Operative EBIT margin bridge 2025-30 (indicative) Key profitability drivers 2/3 of 1/3 of improvement improvement Volume net of • Hardware revenue growth drives profitability price pre
Slide 93: Productivity improvement: Unit cost reduction program
93 III. Productivity improvement: Unit cost reduction program defending gross margin Gross margin 2020-25 (%) Key drivers in defending gross margin Unit cost reduction program 60% 54% 52% 49% 48% 50% 47% 47% 40% Price pressure in the market • Initiated in H2 25 to mitigate sales price pressure throu
Slide 94: Re-investment in technology differentiation, growth and profitability
94 IV. Re-investment in technology differentiation, growth and profitability R&D spend & R&D spend to revenue Aftermarket revenue & share of total Go-to-market investment (MEUR and %) revenue (MEUR and %) (number of sales people at the end of the year) 7.5% 4.7% 7.0% 1.6% 81 18.9 11.7 34 7.3 1.7 202
Slide 95: Updated financial targets
95 Updated financial targets: We target sustained profitable growth FINANCIAL TARGETS How the range works across market scenarios CAPITAL MARKETS DAY 2026 Market state Slow market Base market Accelerated REVENUE OPERATIVE DIVIDENDS Kempower Lower end Mid-point Upper end GROWTH EBIT revenue growth of
Slide 96: Scaling a global leader in DC fast charging
96 Capital Kempower 2.0: Markets Scaling a global leader in Day DC fast charging Bhasker Kaushal May 26, 2026 Chief Executive Officer
Slide 97: Executive summary: Kempower 2.0
97 Executive summary: Kempower 2.0: Proven leader. Scaling platform. Built to compound Mission Accelerating the electric mobility transition Vision A top 3 global leader in DC fast charging - trusted by customers, built to compound Attractive, fast- Proven leadership Expanding to full Sustained prof
Slide 98: Thank you for joining!
98 Capital Markets Thank you for joining! Day May 26, 2026
Slide 99: Glossary: Key terms used today
Glossary: Key terms used today Charging technology, vehicles, customers & operations Financial & strategy Regulation, geography & quality DC fast charging — Direct-current DC-DC architecture (in BEV DC fast TAM — Total Addressable Market APAC / EMEA — Asia-Pacific; Europe, Middle charging >50 kW, ty