Ads-tec Energy Plc · NASDAQ:ADSE
Ads-tec Energy — SPAC Merger (October 2021)
20 slides from Ads-tec Energy's SPAC merger presentation, Oct 25, 2021
Slide 1: ADS-TEC Energy Investor Presentation October 2021
M itarbeiterkür z el ADS - TEC Energy Investor Presentation Oct obe r 2021
Slide 2: Disclaimer
M itarbeiterkür z el Disclaimer This investor presentation (this “Investor Presentation”) has been prepared by ads - tec Energy GmbH (collectively comprising the operating subsidiaries of ads - tec Energy GmbH referred to herein as the “Company”)) and European Sustainable Growth Acquisition Corp. (“
Slide 3: Use of Non-GAAP Financial Measures
M itarbeiterkür z el Use of Non - GAAP Financial Measures This Investor Presentation includes certain financial measures not presented in accordance with IFRS, including, but not limited to, EBITDA and certain ratios and other metrics derived therefrom. These non - IFRS financial measures are not me
Slide 4: Disclaimer (3/3) No Offer or Solicitation
M itarbeiterkür z el Disclaimer (3/3) 4 No Offer or Solicitation This communication is for informational purposes only and shall not constitute an offer to sell or the solicitation of an offer to buy any securities pursuant to the proposed business combination or otherwise, nor shall there be any sa
Slide 5: ADS-TEC Energy / EUSG Key People
M itarbeiterkür z el 5 ADS - TEC Energy Thijs Hovers C o - CEO EUSG Pieter Taselaar C o - CEO EUS G , Director Elaine Weidman Grunewald Director – ESG B a z mi H usain Senio r Ad v i s o r La r s Thunell Chairman, Director K aran Trehan President, Director ADS - TEC Energy / EUSG Key People Aaron Gr
Slide 6: Ultra-fast battery-buffered DC charging
M itarbeiterkür z el 6 Sources: EV - Database.org, company data Notes: (1) Illustrative selection, model specifications and figures based on EV - database.org; (2) Expected for 2021; (3) Maximum overhead charging rate for 35 foot Proterra ZX5 bus; (4) Available grid power and capability of car provi
Slide 7: Ultra-Fast Charging: Recharging in Minutes vs. Hours
M itarbeiterkür z el 7 Regardless of available grid performance Ultra - Fast Charging: Recharging in Minutes vs. Hours Mobile ChargeTrailer (3,200kW) Si m ul ta neou s c harging option of 10 cars Fully mobile power charger Suitable for high - traffic routes and events of EVs 1,200x1,300x2,400 mm 47x
Slide 8: ChargePost: Semi-Mobile Charging Solution
M itarbeiterkür z el Key USPs of ADS - TEC Energy’s ChargePost (1) ChargePost: Semi - Mobile Charging Solution 8 Semi - mobile, ultra - fast DC charging Easy connection at limited voltage grids Up to 85 inch advertising display for additional revenue streams Installed in days vs. months Allows for m
Slide 9: EV Macro Trends
M itarbeiterkür z el EV Macro Trends 9 2.2 2.9 3.9 5.3 6.9 8.9 1.6 1.9 2.2 2.7 3.5 4.5 3 .8 4 .7 6 .1 8 .0 10 .4 13 .3 2 0 20 2 0 21 2 0 22 2 0 23 2 0 24 2 0 25 23% 32% CAGR ’20 – ‘25 Total cumulative passenger EV sales (2) (million of EVs) Stimulating demand for EVs $0 $10 $20 $30 2020 2022 2024 20
Slide 10: Transportation core part of government climate agendas
M itarbeiterkür z el • Target of 50% new EV sales share in 2030, with numerous consumer incentives • $15bn investment for national network of 500,000 charging stations • 45 states and Democrats offering EV and infrastructure incentives (tax credits) • Target to reduce emissions 55% by 2030; zero emi
Slide 11: EV Charging Bottlenecks
M itarbeiterkür z el 11 Increasing the availability of charging stations 1 • US currently has 43k public EV stations and 120k ports (DOE), unevenly distributed • Less than 10% households have access within ¼ mile from home • Main reason users avoid EV purchase is range anxiety (1) : − 58% of d r i v
Slide 12: Oil & gas companies investing in EV charging
M itarbeiterkür z el • Oil & gas companies setting net - zero - emission targets : Shell’s ambition to be net zero emission by 2050 BP intends to reduce its carbon footprint in exploration and production by 35% to 40% by 2030 • World’s largest oil companies sold over $198bn of assets (2015 - 2020) &
Slide 13: ADS-TEC Energy Key Advantages
M itarbeiterkür z el ADS - TEC Energy Key Advantages 13 Battery buffer enables quick charge within minutes up to 320kW even on lower power Charge in minutes not hours No grid upgrades required No expensive and time intensive grid expansion necessary – avoiding expensive demand power Small, compact f
Slide 14: B2B platform across horizontal sectors and vertical segments
M itarbeiterkür z el • ADS - TEC Energy’s B2B platform will go horizontally across several large sectors to deploy state - of - the - art battery buffered charging • Our customers will then target vertical segments, incl.: » Multi - Family: shared Ultra - Fast charger is preferred over large numbers
Slide 15: Expanding Market Segments and US market entry
M itarbeiterkür z el 15 July 2021 R o a d s h o w ▪ ADS - TEC has identified and s u cc e ss f u ll y approa c hed ta rge t customers across horizontal landscape, including: o Multifamily residential o Oil & Gas o Retail o F i nan c ial in s t i tut i o n s & banks o Municipalities o Regional Specia
Slide 16: Player of Existing Scale: Combining DC With Grid's Limitations
M itarbeiterkür z el $54m $59m $57m $38m $26m $25m $24m $14m $8m $6m $6m Player of Existing Scale: Combining DC With Grid’s Limitations 16 Boosting grid performance with integrated battery Players in the EV charging value chain (Revenue 2020A) (1) $146m $80m Ultra fast C h a rg e r s pec i f i cat i
Slide 17: Valuation Metrics
M itarbeiterkür z el Valuation Metrics 17 1 . 5 x 4 . 0 x 5 . 5 x 5 . 5 x 5 . 1 x 4 . 3 x 0 . 9 x 3 . 6 x 3 . 6 x 7 . 6 x 4 . 5 x 2 . 5 x A p er t a E V OE M s 2023 2024 2023 2024 EV charging de - SPAC peers 2023 2024 Other listed EV charging peers 2023 2024 Stationary clean - tech 2023 2024 EV / Re
Slide 18: Listed Comparable Companies Universe
M itarbeiterkür z el 18 EV O E M s S t at i onary c l ea n - t ech EV focused energy storage solutions Listed EV charging businesses SPAC merger EV charging players Other listed EV charging players Listed Comparable Companies Universe
Slide 19: Risk Factors
M itarbeiterkür z el The following list of risk factors is provided to certain sophisticated institutional investors in connection with a potential investment in European Sustainable Growth Acquisition Corp (“EUSG”), or a newly formed holding company, as part of a proposed business combination betwe
Slide 20: Risks Related to the Business Combination
M itarbeiterkür z el Risk Related to the Business Combination • We have not yet entered into a definitive agreement for the Business Combination and, when we do, the completion of the Business Combination will be subject to a number of conditions and if those conditions are not satisfied or waived,