Ebusco Holding (EBUS) Investor Presentation summary

Leadership and management changes

• Christian Schreyer appointed CEO and chairman in September 2024, bringing 25 years of public transport and logistics experience and leading the Turnaround Plan.

• New management team focused on transitioning to a capital-efficient OED model and implementing a comprehensive turnaround strategy.

• Organizational restructuring includes staff reduction of 16.5% and simplification of management layers.

• Strategic shareholder Gotion joined, with future board participation and influence.

Business model, strategy, and operations

• Shift from OEM to OED model, focusing on design, engineering, and sales, with production outsourced to contract manufacturers.

• Strategic focus narrowed to the European market, aiming for operational efficiency and resource optimization.

• Two Dutch facilities to be merged, and one contract manufacturer discontinued, reducing total facilities to five.

• Targeting a monthly run rate of 40-50 buses and annual cost reductions of €30m by end of 2025.

Product innovation and market position

• Developer of fully electric, zero-emission buses since 2012, with 782 buses in operation across seven European countries.

• Ebusco 3.0 features a lightweight composite body, up to 700 km range, and a 25-year lifespan, offering lowest energy consumption and TCO in the industry.

• Ebusco Energy provides energy solutions such as opportunity chargers, high-energy batteries, and smart energy management systems.

• Only full electric bus manufacturer to withstand recent industry bankruptcies and supply chain disruptions.