Fastned (FAST) Investor presentation summary

Strategic positioning and market leadership

• European leader in public DC fast charging, focusing on high-traffic locations to maximize usage and revenue potential.

• Recognized for best-in-class charging concept, high reliability, and strong customer satisfaction, consistently ranking among top networks in surveys.

• Vertically integrated business model covers site development, construction, operations, and customer support, ensuring quality and efficiency.

• Outperforms competitors at co-located sites, achieving higher charging volumes and revenue per station.

• Mission-driven with ESG at the core, using 100% renewable energy and certified climate impact initiatives.

Financial performance and growth

• Revenue related to charging grew 47% in 2025, reaching €122.4m, with operational EBITDA margin at 36%.

• Q2 2026 saw €35.9m in charging revenues (+37% YoY), 56.9 GWh energy delivered, and 2.0m sessions handled.

• Gross margin increased by 36% in Q2 2026, driven by higher e-credit prices and operational efficiency.

• Organic sales growth aligns with BEV fleet penetration, with 30% YoY growth in Q2 2026.

• Cash position at €100.7m as of June 2026, with diversified funding from equity, retail bonds, and new green loan facilities.

Network expansion and operational highlights

• 434 operational stations across 9 countries as of H1 2026, with 289 locations in development.

• Targeting 1,000 stations by 2030, with 70-100 new stations planned for 2026.

• Over 2,800 chargers deployed, with 90% offering 300kW+ charging speeds.

• High-traffic location strategy results in industry-leading sessions per station and revenue outperformance.

• Opened flagship fully electric service area Gentbrugge in July 2025.