Eve Holding (EVEX) Investor presentation summary

Value proposition and market positioning

• High safety standards, low noise profile, and zero emissions support public acceptance and regulatory compliance.

• Optimized for urban air mobility with a 60-mile range and vertical operations, enabling new routes and higher utilization.

• Scalable operations without proportional increases in fleet or personnel, reducing costs.

• Simpler flight operations and training, requiring fewer pilots and lowering training costs.

• Designed for high availability and profitability, with future-proofing against emission restrictions.

Product design and technical features

• Flexible seating for 4 passengers at entry into service, up to 6 in autonomous mode.

• Lift + cruise design offers high reliability, straightforward certification, and low operating costs.

• Fly-by-wire technology, no pedals, and single-pilot operation simplify training and operations.

• Substantial noise reduction compared to helicopters and compatibility with existing infrastructure.

• Designed for thousands of flight cycles per year, targeting 99% of urban air mobility missions.

Market outlook and customer base

• Projected global fleet of 30,000 eVTOLs in 800 cities by 2045, with Asia-Pacific leading at 41%.

• Backlog includes ~2,700 pre-ordered eVTOLs valued at ~$13.5B, with 27 customers in 9 countries.

• Largest backlog among competitors, with diversified customers including airlines, leasing companies, and helicopter operators.

• Notable orders include a $250M binding order from Revo/OHI and firm orders from AirX.

• Urban Air Traffic Management software and service portfolio have customers and partners in multiple countries.