Kempower (KEMPOWR) investor relations material

Strategic Vision and Market Positioning

• Aims to be a top-three global leader in DC fast charging by 2030, evolving from a hardware-focused company to a balanced global player with a lifecycle business model and materially higher recurring revenues.

• Targets a total addressable market growing from €4.5 billion in 2025 to over €10 billion by 2030, with 15–25% revenue CAGR and 10–15% EBIT margin by 2030.

• Strategic pillars include customer centricity, technology leadership, lifecycle solutions, and operational excellence.

• No short-term dividends planned as capital is reinvested to compound long-term value.

• Market reset has led to more realistic BEV adoption forecasts, but the addressable market is still expected to double by 2030.

Geographic Expansion and Customer Base

• Diversifying revenue from Nordic dominance to a balanced global mix across Europe, North America, APAC, and MEA by 2030.

• Accelerated share gain in Europe, scaling up in DACH, UK, Benelux, and Southern Europe, with a focus on large and new customer acquisition.

• North America is the highest growth market, with >169% CAGR since entry, local manufacturing, and strong wins in public, fleet, and port segments.

• Asia-Pacific strategy leverages global customers and local partners for selective expansion, targeting a 29% CAGR in TAM to €1.8B by 2030.

• Blue-chip customer base across CPOs, fleets, and ports, reducing concentration risk and validating market position.

Technology, Product, and Aftermarket Leadership

• Differentiation through distributed, modular, and intelligent DC fast charging architecture, with 99% uptime and up to 30% higher utilization.

• Heavy investment in R&D (7.5% of sales), with AI-driven features in software (ChargEye) and hardware, and partnerships with leading universities.

• Leading in megawatt charging systems (MCS), microgrid deployments with BESS integration, and first 1.2 MW truck charging sites operational.

• ChargEye cloud platform delivers diagnostics, energy optimization, predictive maintenance, and supports recurring SaaS revenue.

• Aftermarket and software revenues are set to materially increase, with a 2.5x growth in installed base and high-margin, recurring revenue streams.