Current status of e-mobility

in Vietnam
Mr. Filippo Bortoletti
Regional Director, International Business Advisory

March 10, 2022

Table of Contents

1. Transportation in Vietnam
2. Overview of E-Mobility Market
3. SWOT Analysis

www.dezshira.com 3
Transportation
in
Vietnam
Infrastructure

National Expressway Special

Provincial highway 0.2% purpose
road
630,564 Km
4.0% road
4.5% 1.3%
Urban road 14 routes
4.4%
Expressway
1,007 Km

154 routes

National highway
25,233 Km

Rural road
Sources: Transport Development and Strategy Institute, 2018
85.7% Vietnam Directorate of Roads, public in Vietnam Logistics Report 2020 and 2021

www.dezshira.com 55
Vehicles Registered

Sources: Transport Development and Strategy Institute, 2018

4%

Vietnam Directorate of Roads, public in Vietnam Logistics Report 2020 and 2021
Passenger car (under 9 seats)

Passenger motor vehicle (more

Number of automobiles in use in 2018 37% than 10 seats)
Goods motor vehicle
54%
Special purpose vehicle

5%

2014
2014
2,320,432 41,197,448
2019
2019
62,015,000
4,512,518
+14.2%/year +8.5%/year

www.dezshira.com 66
Motorbikes

Motorbikes are the main mean of transport in Vietnam and have increased dramatically since 2000

From 2009 to 2019, the number of registered motorcycles grew from nearly 28.2 million to over 62 million (AAGR 8.2%)

Electric motorcycles are over 3 million in 2020

80000

60000

40000

20000

0
Source: Duc et al., 2019

www.dezshira.com 7
Automobiles

The proportion of households owing a car is only 2%

Number of buses increased remarkably, with 6% AAGR in the period 2012-2018

By the end of 2018, the number of trucks in circulation was 1,230,032 vehicles

Automobiles are quite small in the active traffic fleet in Vietnam, but demand is increasing rapidly

Sources: Transport Development and Strategy Institute, 2018

Vietnam Directorate of Roads, public in Vietnam Logistics Report 2020 and 2021

www.dezshira.com 8
Passengers and Freight Mobility Demand

Passenger transportation 2010 – 2019

6.8%0.6% 0.5% 5.1%1.2% 0.2%

Road
Waterway
Aviation
Railway
92.1% 93.5%

Freight transportation 2010 – 2019

4.6% 0.3%
7.6% 1.0%
15.6%

18.0% Road
Inland waterway
Maritime transport
Railway

73.4% 79.5%

Source: NDC-TIA Study of electric mobility development in Viet Nam, 2021

www.dezshira.com 9
Overview of E-Mobility
Market
Classification of Electric Vehicles

Powered both by petrol and electricity, which is

Hybrid generated by the vehicle’s own braking system to
EVs recharge the battery

Powered by both petrol and electricity, can Plug-in

recharge the battery thorough both Hybrid
regenerative braking and lugging-in to an
external electrical charging outlet EVs

Battery Fully electric. Also known as plug-in EVs as they use

an external charging outlet to charge the battery (can
EVs also use regenerative braking)

Source: NDC-TIA Study of electric mobility development in Viet Nam, 2021

www.dezshira.com 11
Electric Vehicle Market in Vietnam

In Q12021, total number of E4W was over 1,500 vehicles

E2W have been widely used (some produced locally)

In 2017-2019, approx. 250,000-270,000 E2W sold yearly

COVID effect: only 200,000 E2W sold in 2020

EV market is projected to reach over 26 million units by 2030

Sources: Vietnam Register
Viet Nam Association of Motorcycle Manufacturers

www.dezshira.com 12
Electric Vehicle Market vs. Other ASEAN Countries
EV market share in 2025 EV market share in 2030 EV market share in 2040

2Ws Passenger Comm. Bus 2Ws Passenger Comm. Bus 2Ws Passenger Comm. Bus
vehicles vehicles vehicles vehicles vehicles vehicles

Global LCV: 8% LCV: 17% LCV: 30%

32% 13% MCV: 2% 61% 43% 31% MCV: 6% 70% 77% 58% MCV: 19% 77%
HCV: 1% HCV: 4% HCV: 10%
Indonesia
Much Much Much Much
Much lower Much lower Much lower Much lower Similar Much lower Lower Lower
lower lower lower lower

Thailand
Much Much Much
Much lower Much lower Much lower Lower Lower Similar Lower Similar Similar
lower lower lower

Malaysia
Much Much Much
Much lower Much lower Much lower Much lower Lower Similar Lower Lower Similar
lower lower lower

Philippines
Much Much Much Much
Much lower Much lower Much lower Much lower Similar Much lower Lower Lower
lower lower lower lower

Vietnam
Much
Lower Much lower Much lower Lower Much lower Lower Lower Higher Lower Similar Similar
lower

More than 10% to global rate Within ±10% to global rate

Within -10% / -33% to global rate More than -33% to global rate
Source: BloombergNEF
www.dezshira.com 13
 1
4

Charging
Infrastructure
• Robust EV-charging infrastructure is
critically needed to enable the rapid
growth of EVs
• Since 2019, many buildings in Hanoi, Ho
Chi Minh City, and Da Nang have
charging points for E2W
• As the EV market grows stronger and
more powerful, the requirements on the
quantity and capacity of charging
stations will increase sharply

www.dezshira.com
Power Sources

• total installed power source capacity reached 54,880MW in 2019 (+13% to 2018)
• Vietnam's electricity system ranked second in ASEAN (after Indonesia) and 23rd worldwide
• produced and imported electricity reached 240 billion kWh in 2019 (+2.35 times compared to 2010)

by the owner by the type of source

3%1%1%
9%
27%
32% GENCOs Hydroelectric
EVN 37%
13% Coal thermal
PVN
BOT Gas turbine
1% TKV
Renewable
3% Import energy
Other investors Oil thermal
7% power

8% 22% 36%

Source: Le et al., 2020

www.dezshira.com 15
Electricity Price

Average Electricity Tariffs (US cent/kWh)

Vietnam Indonesia Malaysia Thailand Singapore Philippines

Residential 10.59 11.00 10.00 12.41 19.97 18.67
Business –
13.44 11.00 13.58 11.00 14.30 12.23
medium
Business – large 12.36 8.36 9.60 11.00 14.02 11.98
Industrial –
7.81 8.36 8.29 8.36 13.05 11.69
medium
Industrial – large 7.41 7.47 7.76 8.36 12.72 11.63

Source: Le et al., 2020

www.dezshira.com 16
Policies for E-Mobility Development

Encouragement policy for consumers to use clean and renewable energy is

Resolution No. 55-NQ/TW needed, especially in industry and transport
Resolution No. 136/NQ-CP Push the use of biofuels and clean fuels for motorized transport vehicles

• incentive policies for transport vehicles using renewable energy, vehicles with
low fuel consumption or low emissions
Law No. 72/2020/QH14 • roadmap for termination of fossil-fueled vehicles and vehicles causing
environmental pollution
Preferential import tax rate of 0% levied on inputs, raw materials and accessories
that have not yet been domestically produced to serve the manufacture and
Decree No. 57/2020/ND-CP process (assembly) of prioritized supporting products for the development of the
automobile manufacture and assembly industry
Special Consumption Tax (SCT) for Electric Passenger Automobiles:
▪ 9 seats and below: 15%.
Law No. 106/2016/QH13 ▪ 10 to 15 seats: 10%.
▪ 16 to 24 seats: 5%.
For the transportation of both passengers and freight: 10%

www.dezshira.com 17
SWOT Analysis
SWOT Analysis

Strengths Weaknesses
• Increasing share of renewable energy • Market still in its infancy
• Emissions and pollution reduction • Low investment on EV manufacturing
• Energy efficiency • High prices for EVs and batteries
• Travel costs saving • Only few pilot charging stations
• Reduce the pressure on non- • Lack of trained manpower
renewable energy

SWOT
Opportunities Threats
• Suitable national grid • Lack of government incentives
• High potential market • Disposal of waste battery
• Increased environmental awareness • Some people are suspicious of E4W
• Signed and approved Paris agreement • Large investments are necessary to
develop the EV infrastructure

www.dezshira.com 19
Your speakers today:

FILIPPO
BORTOLETTI
Director,
International Business Advisory
filippo.bortoletti@dezshira.com
+84 4 3942 0443 ext. 105
www.dezshira.com 20
Business Intelligence

Corporate Establishment and Structuring

Due Diligence

Accounting

Tax

Audit and Risk Advisory

Technology

HR and Payroll

www.dezshira.com
 BOUNDLESS TOGETHER

1
CONFIDENTIAL
 We are VinFast
We are driving the future of smart mobility

“Our ultimate goal is to enable more people to

switch to EVs by making EVs smarter and
more accessible.
“

2
CONFIDENTIAL
 We have created an innovative platform that
heightens the EV ownership experience

3
CONFIDENTIAL
 Vietnam’s leading manufacturer of premium automobiles, focused on launching EVs into
the global Market
PHASE 1 PHASE 2 PHASE 3
Foundation (2017 – 2019) Acceleration (2020 – 2021) Go Global (2022+)
Establishment of Manufacturing & Commercial Domestic market Global EV Rollout
Infrastructure Smart tech and Electrification

TIMELINE 2018 2019 2020 2021 2022 2023+

VF 6 VF 7
VF 8
(B-segment) (C-segment)
(D-segment)

EV VF 9 Future
Other future
VF e34 (E-segment) sedan
models/
model
derivatives
VF 5
EV
(A-segment)
PORTFOLIO

E-motorcycles
Klara Impes Ludo Theon Feliz New e-motorcycle models New e-motorcycle models

E-Bus U.S / EU e-Buses

VinBus

ICE
Lux A2.0
Cessation of all ICE models to
Lux SA2.0
PORTFOLIO become Pure EV manufacturer
President V8

Fadil

4
CONFIDENTIAL
We know how to deliver: consolidating #1 market share in Vietnam across all present
(1)
segments

A-segment Hatchback E-segment E-segment SUV

E-Motorcycle
Sedan

(2) (3)
1 E-motorcycle segment 1 in A-segment 1 in mid-sized sedans 1 in premium mid-sized SUVs

15 months to reach #1 position 18 months to reach #1 position 18 months to reach #1 position 18 months to reach #1 position

Fadil – Vietnam BEST selling car across ALL Lux A2.0 – Car of the year 2021 in D-E sedan
segments in 2021 segment by Car Awards
89%4
27%4
78%4

55%4

Q1/2021 Q2/2021 Q3/2021 Q4/2021 Q1/2021 Q2/2021 Q3/2021 Q4/2021 Q1/2021 Q2/2021 Q3/2021 Q4/2021 Q1/2021 Q2/2021 Q3/2021 Q4/2021

Source: Based on VAMA and Company information as of Dec 2021.

Note:
1. As at December 31st , 2021
2. E-segment sedans include VinFast Lux A, Mercedes E-Class, BMW Series-5, Volvo S90, Audi A6, Jaguar XF.
5 3. E-segment SUVs include VinFast Lux SA, Porsche Cayenne, Mercedes-Benz GLE, Volvo X90, Audi Q5, BMW X5, BMW X6, Range Rover Velar, Range Rover Sport, Land Rove r Discovery, Lexus GX, Jaguar F-Pace, Volkswagen Touareg,
4. Quarterly market share as of 4Q2021
CONFIDENTIAL
VinFast Global EV Day at CES and launch of pre-order for VF 8 and VF 9
Unveil of VinFast entire EV suite at CES High interest from customers on pre-order of VF 8 and VF 9

c.12,000 pre-orders 80% pre-orders

in the first 6 hours generated online

Over 24,000 pre-orders 100 B2B pre-orders

in the first 48 hours with a U.S. partner

1
Special promotional campaign VinFirst – Gratitude to Pioneers

Applying Blockchain technology in Payment

Customers will receive a VinFirst NFT (Non-fungible token) c ertifying
member benefits to ensure transparency and being tech-forward

100% Electric from 2023

Voucher of $3,000 – 5,000 (U.S.), VND 150 – 250mn (Vietnam)
The 1st OEM in the world to completely cease 3 brand new SUV models For purchasing VF 8 and VF 9, respectively in Vietnam. Customers
ICE productions by the end of 2022 and fully Introducing VF 5, VF 6 and VF 7 to purchasing in other markets will also receive vouchers
transform to EV-only company cover all target market segments

Free ADAS package

Wide media outreach

1,700 Articles 7.7 million views 12.8 million global users

International and local media, For livestream of reached and continuously VinPearl vacation package for family
covering VinFast Unveil event in 48 growing A 7-day vacation for 4 people
hours

6
CONFIDENTIAL (1) VinFirst is granted for pre-orders placed until April 5 th 2022.
VINFAST – BOUNDLESS TOGETHER

1 Smart mobility redefining the EV 2 All SUV EV portfolio designed to access the 3 Disruptive battery leasing model with
driving experience largest global markets inclusive pricing proposition

Proven large-scale manufacturing
4 5
capabilities already in operation
7
CONFIDENTIAL
Innovative partnership R&D model Strong commitment from Vingroup and
6
connects intelligence globally entrepreneurial management with start-
up mindset
01
Smart mobility redefining the
EV driving experience

8
CONFIDENTIAL
 What does smart mobility mean to VinFast?
Relentless innovation to deliver the best product and experience for customers

1 2 3

QUALITY PRODUCT INCLUSIVE PRICE EXCELLENT SERVICE

Designed for lifestyle Attractive value proposition for cars Digital services

Technology for life Exceptional sales policies Ecosystem

Luxurious experience Offering opportunities for more people to use EV Attractive after-sales services plan

Safety

High performance functionality

9
CONFIDENTIAL
Quality product: Lifestyle forward

VF 8 Advanced
autonomous driving
Range
Up to 293 miles (471 km)

Safety1 Maximum power / torque

5-star NHTSA / 300 kW / 620 Nm
5-star EURO N-CAP

VF 9 Advanced
autonomous driving
Range
Up to 340 miles (550 km )

Safety 1 Maximum power / torque

5-star NHTSA / 300 kW / 620 Nm
5-star EURO N-CAP

Features of VF 8 and VF 9 are designed features targeted at launch. 1. Targeted safety levels.

10
CONFIDENTIAL Note: Features of VF e35 and VF e36 are designed features targeted at launch. 1. Targeted safety levels
 Excellent services
Best-in-class after-sale service offerings

Attractive warranty with competitive maintenance1

Basic Powertrain Corrosion Roadside Assistance

10Years
10
Years
12Years
10Years

“Customer-Centric Service”
“Invisible service” that enhances user convenience

Digital Assistance Valet Roadside Mobile

Service Service Assistance Service

Onl i ne remote client Ha ssle free tire Roa dside assistance Mobi l e VinFast va ns
s ervi ce – quick, efficient repl acement and provi ded by Vi nFast’s go to cus tomers for
a nd a ffordable way to recha rging servi ces s tra tegic partners a s sistance
s erve customers at no provi ded at home, on the
i ncremental cost for go, or a t the office
Vi nFast

11
CONFIDENTIAL Note: 1. Expected policies at launch
The ONLY EV company with an all-SUV portfolio to capture the broadest segments
VINFAST TAM 1 EV ROADMAP 2021 2022 2023 2024

E-SEGMENT VF 9
2.5 mm units
Q2/2022 Q4/2022

D-SEGMENT
7.5 mm units VF 8
Q2/2022 Q4/2022

VF 7

C-SEGMENT
12.3 mm units
VF e34

Q4/2021

B-SEGMENT
6.7 mm units VF 6

A-SEGMENT VF 5
0.4 mm units

Sedans, pick-up truck/ truck &

other derivatives on same platforms

Denotes start of delivery

Addressable market

12 Source: Reputable consulting firm

CONFIDENTIAL Note: 1.Based on 2026 data for VinFast’s target markets including phase 1 and phase 2 countries.
Going-global roadmap with U.S. being the initial focal point
Showroom roll out plan
THE NETHERLANDS

2022 2023 2024 2025 2026

CANADA
CANADA
QUEBEC Norway
ONTARIO

CANADA
BRITISH CANADA THE NETHERLANDS

COLUMBIA
AMSTERDAM

FRANKFURT
GERMANY PARIS GERMANY
Oregon
FRANCE

WA MT ND
MN FRANCE
ME
SD WI VT Italy
OR ID MI
WY NY NH
IA CT MA
NE PA
NJ RI Spain
OH MD
NV IL IN
UT CO DE
KS MO WV
KY VA D.C.
CA
OK TN NC
NM AR SC
AK AZ
MS AL GA
TX LA
FL
HI

13
CONFIDENTIAL
02
Proven large-scale manufacturing
capabilities already in operation
World-class automated manufacturing facilities to meet fast growing smart EV demand
The most modern factory in Vietnam and the newest, biggest automated VinFast is the most advanced in terms of investments
manufacturing facility in ASEAN made compared with EV peers when they Iisted

CURRENT FUTURE CAPACITY

750 (2027)

300,0001 12 MONTHS

Annual production capacity

335

2
600

(in thousands)
CARS / ANNUM CONSTRUCTION TIME
HECTARES 400 400 400
380

300 283
240
200

500K E-MOTORCYCLES
183
TOTAL AREA 150
PER
ANNUM
34
10

(Contract
manufacturing)

1,250 98% AUTOMATED BODY SHOP

• Relative to global EV peers, VinFast has the largest production capacity, both present and future
• All new models can be manufactured from the existing manufacturing facility, providing ample
production upside
ROBOTS • After 300,000 cars, the factory can be scaled up to facilitate higher production volume
• Sizeable land area of 335 ha, capable of further manufacturing plant expansion
• Manufacturing facilities in the U.S. and Europe in planning stage

Highly automated factory with right first time quality performance greater than 90%

15 Note:
1. Max Capcity Rate of upto 300,000 cars/ annum
CONFIDENTIAL 2. Source peers’ pubic filings and certain news sources
Integrated supplier park ecosystem driving operational efficiency
Integrated supplier park system lowers sourcing and inventory costs Leveraging local partnerships to unlock cost savings for key components
PHASE ONE Highest local content in Vietnam

70 100% Reaching economies of scale, driving manufacturing

optimization and reducing costs
Strategic plan to increase rate of
hectares occupied localization from c.33% to >60%,
to further drive cost
competitiveness
>60%
Further vertical integration with
33% 1
manufacturing of electric motor
and battery pack
Current Target
TENA NTS

World-class automotive tenants

Axle, Chassis Interior & Exterior Seat

Lithium Battery
Assembly

Reduced supply chain Less exposure to obsolescence Quicker response to market

Battery, e-Motor, Mechanical, and order to delivery and volume related expenses demand and product changes
Interior & Exterior
Interior Parts Steering Column
Manufacturing Aluminum Casting, Interior, time
Plastic Painting, Seat Assembly

16
CONFIDENTIAL Note: 1. Company estimate
Vinfast approach to R&D: connect intelligence globally
Nimble approach to building R&D capability– develop lean in-house expert teams, leverage leading partners and collaborate with promising
New Tech Companies to accelerate product development and maintain access to cutting-edge technologies

Proprietary core technology development Work with leading partners to provide Investment / collaboration with New Tech
led by experienced R&D talents excellent products Companies to gain immediate access to cutting-
edge technologies

• c.1,800 in-house R&D personnel1 Advanced Driver Assistance System

• Compelling proposition for New Tech Companies
• In house R&D focusing on core technologies, • Accelerated product development
integration and quality control • Shortened commercialization cycle with VinFast’s
existing infrastructure, ecosystem, user base

Employees’ track record Smart infotainment Battery

Power-train and battery Advanced Driver AssistanceOthers under discussion

System

17
CONFIDENTIAL Note: 1. Includes R&D staff at Vingroup’s technology companies and institutes
Leading in-house product development capabilities
powered by Vingroup’s integrated technology ecosystem

VinFast in-house capability … …leveraging Vingroup technology ecosystem

Integrated development capability

Experience Design
Big Data
1,150
AI / Big Data / Smart Vehicle

Industrial Design Tech Engineers

Application Center Cybersecurity
Battery cell and
Automotive pack technology
Electronics
Hardware Design Center Autonomous
Driving
Core Development Center On-site
Capabilities manufacturing
Software Design
600 capabilities
Artificial Intelligence
VinFast R&D

Product
Integration
Advanced research institutes
Smart City Computer Vision
ADAS/ AD Research Institute

Smart Service Institute

Fully utilized the smart device research and manufacturing capability in the ecosystem
Vehicle Dev. Institute

18
CONFIDENTIAL
 19

03
Strong commitment from Vingroup and entrepreneurial
management with start-up mindset

19
CONFIDENTIAL
 Vingroup – the largest conglomerate in Vietnam with track record of developing new
businesses into market leaders
4
4

#1 Real Estate Development Most

5
5 2.2%1
Nominal GDP
Profitable1
#1 Retail Mall amongst privately
owned enterprises
6
6

#1 Hospitality & Entertainment

7
7
Nationwide
#1 Mobility 13.0%3 Operations
VN Index
8
in all 63 provinces
and municipalities
#1 Digital Ecosystem

#1 Healthcare 2 41,700 Employees11

US$34.5bn2
10
Combined
market cap Largest private Vietnamese corporate
#1 Education
employer

Source: Company Information, HOSE Website, Bloomberg as of Dec 30, 2021, unless otherwise stated Notes: USDVND exchange rate of 22,800 1. Contributed by consolidated number from Vingroup companies in 2020; 2. Included Vingroup, Vinhomes and Vincom Retail; 3. Market Capitalization of VN Index
(US$265.6bn) 4. Based on cumulative units sold in 2016 – 2020 across all segments in the residential markets of HCMC and Hanoi, only includes retail sales, according to CBRE, as of 31 December 2020. 5. Based on Vincom Retail’s combined retail GFA in Hanoi and HCMC, and GFA of all multi-tenant shopping malls in

20 Hanoi and HCMC as of June 2019, according to CBRE. 6. Based on number of rooms in 5-star hotels and resorts in the cities that Vinpearl’s brands are present by Vietnamtourism.gov.vn, data collected in July 2019. 7. Based on VAMA and company information in Q3.2021. 8. VinID is one of the largest loyalty platforms
in Vietnam; 9. Vinmec hospitals were ranked among Top 1 or Top 2 on quality indicators that are set and assessed annually by the Ministry of Health. 10. Based on total number of kindergarten to high school students in selected private and international schools in Hanoi and HCMC in June 2019. 11. As at Sep 30,
CONFIDENTIAL 2021.
Thank you!
EMIEL HENDRIKSEN
Vice President, B2B Sales, VinFast Europe
 Frontrunners in EV and Charging infra

The Netherlands; roll out and best practices

Information Classification: General

Information Classification: General
Information Classification: General
 Electrification of e-mobility

Information Classification: General

Information Classification: General
VISION

18:00 00:00 06:00 12:00 18:00

Storage Smart Charging Sustainable energy Smart mobility

The effect of Smart Charging
Information Classification: General
 Innovative solutions 9

Data analytics

Number of EV’s (mid scenario)

per municipality in 2035 Percentage of home
chargers per
municipality in 2035

Information Classification: General

Information Classification: General
 Standardisation

11
Information Classification: General
 Research, development and testing

Information Classification: General

 Best practices

• Smart roll out,

smart charging
• Interoperability
• Open markets:
Research &
development

Information Classification: General

Allego : leading Dutch Charge Point Operator in Europe

Large and Rapidly Growing Total Addressable EV Market

1 • Growth in electric vehicles unlocks a significant market, particularly in Europe
• Total TWh demand expected to grow ~8x by 2025 and ~30x by 2030

Leading Pan-European Player with a Clear First Mover Advantage

• One of the largest European networks of chargers and a pan-European player
2 • Partnerships with municipalities, 65+ real estate owners and 16+ OEMs

Market Leading Proprietary Technology

• Proprietary 100+ variable analytics and technology platform informs optimal
3 location / network design and performance
• Operating software allows compatibility with all vehicle OEMs creating an optimized user experience

Sustainable vision : zero emission living

4 • Network running on 100% renewable energy
• Enabled 414 million green kilometers (~258 million miles) in 2021, thus avoiding approximately 59
million kilograms of CO2 emissions
Focus on Proprietary Technology and Services in the EV Charging Value Chain

EV charging Value Stream

Power Charging Network Asset Installation Operation Backend Payment EV

Supply Hardware Planning Ownership & IT Driver
Manufacturer Maintenance

Hardware agnostic, Payment OEM Agnostic

Allamo TM EV Cloud TM MSP
Allego selects
best-of-breed
cutting edge
technology Control of all steps along the value chain, based on proprietary Access to Entire
technology informed by data collection EV Fleet
Pioneer in EV Charging in Europe
Allego Operates One of the Largest
Pan-European Public EV Charging Networks

Allego Highlights Leading Presence in Europe

~28,000 Public Charging Ports and

~13,400 Public and Non-Public Sites
Across 14 Countries.

Largest Asset base in the Netherlands: more than

200 municipalities

~620,000 Unique Network Users in 2021

with 80% Recurring Users

Allego’s network handled 6.1 million charging

sessions in 2021 through its EV Cloud platform
Within few months we expect 1mio charging sessions
per month!
Business Model Overview

Own & Operate High Value Services Offering

AllamoTM & Allego EV CloudTM Proprietary Software Platforms

• Build, own and operate Ultra-Fast
and Fast charging sites
• Operator of one of the largest
pan-European public EV charging
networks
• AllamoTM software identifies premium
charging sites and forecasts demand
using external traffic statistics
• Proprietary software allows compatibility
and an optimized user experience for all
EV drivers
• Through Allego EV CloudTM , provides
software solutions for EV charging
owners, including payment and achieving
high uptime
• Attractive, high margin third-party
service contracts
• Services include site design and
technical layout, authorization and
billing, and operations &
maintenance

Allego is a pioneer in EV charging solutions, and its large, vehicle-agnostic

European public network offers easy access for all EV drivers
Premium and Diverse Customer and Partnership Base

Fleets & Corporates Hosts

OEMs Municipalities

Allego’s strong positioning enables partnerships across multiple end markets

Dutch and European EV Charging Market is growing fast

Dutch and European Market Attributes Favour Public Fast Charging

Regulation
across Europe Scarcity
High Significant
of in-home
is accelerated urbanization interurban
parking in
rate traffic
dense cities

Allego is vendor Agnostic and offers full range of Solutions all managed by the Allego EVCloud
 Introduction
MARCH 2022

Information Classification: General

 Eco-Movement is the
Leading Data Platform for 141,048
North America

Plugs*
Europe-50, Eurasia and Israel

494,363 Plugs*

Electric Vehicle Charging 70% Dynamic coverage*

Stations

“Our deal with Eco-Movement will provide

drivers of electric vehicles powered by TomTom’s
EV suite with a seamless navigation experience”

- Antoine Saucier, MD TomTom Automotive -

(*) Approx. 5% of plugs are labeled as private by Eco-Movement.

Dynamic coverage is calculated as a % of plugs with dynamic information available

Information Classification: General

 Eco-Movement’s mission is to make
Charging Station Data Accessible & Simple
CREATING A WIN - WIN SITUATION THROUGH THE WHOLE VALUE CHAIN

COMPLEX DATA SET-UP MARKET NEED

Data direct from Charge Point

Operators has poor quality and
lacks relevant information Navigation/
Maps Provider

For market players, sourcing

dynamic data, deduplicating and EV drivers
uniforming it is difficult and
cumbersome eMSPs

The whole value chain prefers to

outsource data management to a
trusted external party

Institutions

Data from Charge Point Operators 3

Information Classification: General
 Our next level charge point data is created based on data
from CPOs, eMSPs, EVs, and complementary sources
250+ CPO CONNECTIONS* eMSP DATA* CAR DATA AUXILIARY SOURCES

Unique car data source ＞ Quality-checked external

with live data from databases
300k+ EVs globally
＞ Proprietary machine learning
and big data models

＞ Client & Driver feedback

＞ In-house market research

AGGREGATION NORMALISATION CLEANSING TRIGGERS ENRICHMENT ACCESS

(*) Selected number of partners displayed

Eco-Movement Next-Level Charge Point Data

4
Information Classification: General
 Leading companies in the EV market trust our data for key processes

API FOR NAVIGATION, OEMS & ONLINE MAPS** WHY ECO-MOVEMENT

Single Source

Reliable Partner

Quality and Uniform Data

API FOR EMSPS
Relevant Enrichments

IT built for EVSE data

Independent and Agile

REPORTING PLATFORM FOR INSTITUTIONS
Continuous development

* Limited selection of clients displayed

** Indirect data delivery to major OEMs in-car navigation

5
Information Classification: General
 Eco-Movement has a loyal and experienced team of professionals
located in Utrecht, the Netherlands
OUR MISSION
Making great charging station data accessible and simple
INDEPENDENT DATA EXPERTS
Eco-Movement is completely independent from other industry
players, and an active and trusted player in the EV ecosystem
Our team of 30 FTE comprises of experts in Engineering, Data Science
& Data Quality
Information Classification: General
EXPERIENCED LEADERSHIP
Roderick van den Berg. Co-founder & CEO
12+ years entrepreneur in Electric Mobility
Falco van Vloten. Co-founder & CTO
12+ years entrepreneur in Electric Mobility
Robbert van Geldrop, COO
Experienced tech entrepreneur
Sjors Martens. Commercial Director
Former strategy consultant (Accenture) and CCO in off-grid solar
Eric Munneke. Director of Engineering
20 years of experience in Tech dev
Bart Huttinga. Director of Data Science
10+ years experience in mobility data
6
 We Make Charging Station Data Easy & Accessible

Roderick van den Berg | CEO

roderick@eco-movement.com | +31 6 28449591

© 2022 -
Information Classification: General
Unlocking sustainable
mobility with
location intelligence
Abhijit Sengupta
HERE Technologies
Towards greener cities and increased quality of life for its citizens
… transforming the mobility ecosystem across industries and geographies

Consumer pull Converging

technologies

Government & Ecosystem

city regulation collaboration

2 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential

Electrification of personal vehicles and commercial fleets is
pivotal to a sustainable transportation ecosystem

Increased affordability
R&D, economies of scale, new business
models, and government subsidies are
making EV ownership affordable

Enhanced user experience

Battery capacities resulting in higher
driving range per charge is increasing the
driver confidence

3 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential

Multiple challenges along the way

Emission goals Understand demand Reduced range will Lack of integrated

Technology & solution providers

Government and city authorities

and air quality and optimize require charging comprehensive set of

utilization rate during shift services to drivers
Provisioning
Infrastructure providers

of infrastructure Where should Limited availability of Siloed datasets owned

charging points charging stations and and managed by

Mobility providers
Data privacy be located EV certified service multiple stakeholders
and security centers in cities
Impact of charging Inaccurate estimation
demand on energy Job allocation depends of driving range
provision and the grid on battery status

4 Unlocking sustainable mobility with location intelligence ©

© 2021
2021 HERE
HERE|Technologies
Confidential
Orchestrating demand and supply is a location technology play
HERE uniqueness starts from our leadership in building and maintaining maps and location data at scale

HERE platform provides seamless access to enterprise

grade location data in a standardized format

Maps & location data Dynamic content & APIs

Digital representation of the world Live location intelligence

Third-party location-centric
assets via Marketplace
SD Map HD / 3D Map Places, Real-time EV HERE Road Charging
buildings, EV Traffic routing hazard signs availability
charge points, warnings
Traffic

Vehicle Vehicle Road EV

probe data battery weather range
status data

5 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential

The sustainable last mile – convenience, speed & sustainable
At the right price

Last-mile delivery accounts for 53% of the

53% total cost of shipping, and 41% of total supply
chain costs

Expect a 32% jump in carbon

32% emissions from urban delivery
traffic by 2030

Source: Accenture The Sustainable Last Mile 2020 report

6 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential

EV Routing
Enabling efficient routing and peace of mind

Consumption Range map Fastest route

Aim
reduce/remove driver
Electric vehicle Multi-stop
fear of running out of
navigation routing
energy somewhere

Range Range Custom

assurance max charging curves

© 2021 HERE | Confidential

 (Https://www.here.com/company/press-releases/en/VinFast-taps-HERE-to-accelerate-in-car-navigation-for-its-smart-electric-cars)

8 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential

 Thank you
Download our free whitepaper

Talk to us

Discover our mobility products

Find out more at our urban

mobility solution page

9 Unlocking sustainable mobility with location intelligence © 2021 HERE | Confidential