Lion Electric | Investor Presentation Deck

Lion Electric | Investor Presentation Deck | 26 slides

Lion Electric · 2022-08

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 13 total

Metadata

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Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 50% 1/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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Traction 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits

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100% 5/5 slides · 8 hits 40% 2/5 slides Financials 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits

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Slide inventory

every slide · same image gating as the playbook

The slide features a grid of six images showing different Lion Electric vehicle types (trucks, school buses, and a shuttle bus).front_matter

other

front_matter

summarize

The slide categorizes vehicles into 'Current Line-Up' and 'Products Expected to Enter Commercial Production in 2022 and 2023'.present_solution

Open slide detailBeat · Solution

The slide uses a hub-and-spoke diagram to illustrate the ecosystem, with the vehicle and charging infrastructure at the center.present_solution

Open slide detailBeat · Solution

The slide highlights the dual-purpose nature of the facility (manufacturing, R&D, HQ) and its production capacity.establish_context

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Includes photos of the facility exterior, office space, and production floor.show_traction

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The slide combines project status, strategic benefits, and financial updates with visual evidence of the manufacturing process.present_solution

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transition

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size_opportunity

Open slide detailBeat · Problem

The slide uses a side-by-side comparison framework to highlight regional policy support.argue_timing

Open slide detailBeat · ProblemLoop · Golden Circle

The slide highlights specific funding amounts and application parameters for the EPA program.establish_context

Open slide detailLoop · Golden Circle

Includes detailed assumptions in the footer regarding mileage, consumption, and maintenance costs.compare_peers

Open slide detailLoop · Golden Circle

The slide highlights a total order book of ~$575M, comprising 2,071 electric buses and 286 electric trucks, supported by a diverse customer base.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

Includes specific contractual obligations and equity warrant details.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

transition

Open slide detailBeat · Traction

Includes a bar chart comparing Q2 2021 and Q2 2022 revenue, alongside a list of key performance highlights.show_traction

Open slide detailBeat · Traction

Includes a bar chart comparing FY2020 and FY2021 revenue and a list of key financial highlights.analyze_data

Open slide detailBeat · Traction

Includes a footnote regarding currency conversion.analyze_data

Open slide detailBeat · Financials

The slide uses a high-contrast white bar to highlight the current section in the agenda list.transition

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The slide uses a circular visual motif to highlight key company metrics and strategic advantages.show_traction

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appendix

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Contains two distinct tables: one for three/six months ended June 30, and one for years ended December 31.appendix

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Contains specific operational data points: 2,357 vehicles in order book, 196 vehicles delivered in 2021, 189 vehicles delivered in H1 2022.appendix

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state_next_steps

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