Slide 1: Q3 - 2026 Business Update
Q3 - 2026 Business Update Sustainable growth with a strong tailwind
Slide 2: Disclaimer
Disclaimer The contents of this document, including all statements made therein, are based on estimates, assumptions and other information currently available to the management. Certain statements in this presentation may be deemed to be forward-looking. Such forward-looking statements are based on
Slide 3: Key developments & business update
Key developments & business update
Slide 4: Q3 – 2026 Business update
Q3 – 2026 Business update Sustainable growth with a strong tailwind Customer Strong revenue Wind Energy Customer Guidance satisfaction growth volumes more Supplier reaffirmed for retention remains >223,000 PODs1 2026, 2027 and keeps rising continues than double very strong 2029 NPS increases to 44 ,
Slide 5: Key financials Q3 2026
Key financials Q3 2026
Slide 6: Key financials for Q3 - 2026
Key financials for Q3 - 2026 Q1- Q3 2026 Q1 - Q3 2025 Q3 26-25 Q3 26/25 Total revenue 142.0 93.3 +487 + 52.2% Revenue per segment Asset-based energy (ABE) 26.0 19.4 + 6.6 + 34.0% Asset-based mobility (ABM) 9.0 5.2 +38 + 73.1% Non-asset-based energy (NABE) 96.1 43.9 + $2.2 + 18.9% EPC 26.2 32.3 -71 -
Slide 7: ABE – Asset-Based Energy
ABE – Asset-Based Energy The Asset-Based Energy segment (Energy-as-a-Service) encompasses all activities related to the production and monetization of green electricity from our own generation assets (our own solar panels and wind turbines). Energy production • ABE revenue increased 34% to €26.0M in
Slide 8: ABM – Asset-Based Mobility
ABM – Asset-Based Mobility The Asset-Based Mobility segment includes all activities linked to the operation of our charging infrastructure. Higher usage of existing network • Charging volumes increased by 50% to 22.5 GWh in the first nine months of 2026, while average volume per session increased 12
Slide 9: NABE – Non-Asset-Based Energy
NABE – Non-Asset-Based Energy The Non-Asset-Based Energy segment includes all activities related to our role as energy supplier. Scale and market position • Connection points reached 223,914, up 80.4% year-on-year and 27.4% in Q3, making EnergyVision the sixth-largest residential energy supplier in
Slide 10: EPC
EPC The EPC segment includes all activities regarding development and construction of assets. Disciplined approach in a pressured market • EPC revenue declined 22% to €26.2M, in line with strategy and budget, as EnergyVision remains selective on new projects. • China remains on track to deliver its
Slide 11: Industry leading customer satisfaction despite strong organic growth
Industry leading customer satisfaction despite strong organic growth Customer satisfaction scales with growth • Trustpilot and Google scores remain at 4.7/5, while NPS increased from 43 to 44 in Q3. • Customer satisfaction remained high despite rapid organic growth in spring and the integration of t
Slide 12: Outlook
Outlook
Slide 13: Outlook
Outlook Management reaffirms its guidance: underlying EBITDA is expected to grow by 35% in 2026 and by at least 40% in 2027, reaching at least €125 million in 2029. Positive free cash flow after investments is expected by 2027 the latest.
Slide 14: Q&A
Q&A