Genesis Energy (GNE) Investor presentation summary

Electrification opportunity in New Zealand

• Transport is the fastest-growing driver of new electricity demand, projected to create a multi-billion-dollar market by 2040 with an 18.9% CAGR for transport electricity demand.

• Light passenger vehicles are expected to account for 81% of EV electricity demand by 2035.

• EV travel generates stable, recurring electricity demand, supporting long-term market growth.

Strategic investment and market positioning

• Early investment in ChargeNet secures a leading position in EV energy, charging, and flexibility, targeting long-term value as EV adoption accelerates.

• ChargeNet provides scale, data, and customer access, enabling dominance in the high-margin public charging segment.

• New revenue streams are created from grid services, flexibility, and commercial fleet solutions.

Network performance and growth

• ChargeNet has seen rising utilisation, expanding network reach, and accelerating revenue momentum since investment.

• Over 130,000 registered customers and 522+ DC fast charging points, with a strong development pipeline.

• Upgraded sites experience immediate demand and stable utilisation within weeks, supporting a revenue pathway exceeding $30m by FY30.