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Forward-looking statements may be identified by the use of words such as \"estimate,\" \"plan,\" \"project,\" \"forecast,\" \"intend,\" \"will,\" \"expect,\" \"anticipate,\" \"believe,\" \"seek,\" \"target,\" \"assume\" or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements are based on the current expectations or beliefs of the management of EVgo Inc. (\"EVgo\" or the \"Company\") and are subject to numerous assumptions, risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These forward-looking statements include, but are not limited to, express or implied statements regarding EVgo's future financial performance, revenues, capital expenditures, chargers in operation or under construction and network throughput; EVgo's expectation of market position and acceleration in its business due to factors including increased EV adoption; EVgo's collaboration with partners enabling effective deployment of chargers; and EVgo's revenue-per-stall, capex-per-stall and internal-rate-of-return targets, expectations and assumptions underlying the potential scalability of EVgo's public network, and expectations regarding the percentage of EVgo revenue to be accounted for by revenue from charging on EVgo's public network. These statements are based on various assumptions, whether or not identified in this presentation, and on the current expectations of EVgo's management and are not predictions of actual performance. There are a significant number of factors that could cause actual results to differ materially from the statements made in this presentation, including changes or developments in the broader general market; ongoing impacts from COVID-19 on EVgo's business, customers, and suppliers; macro political, economic, and business conditions, including inflation and geopolitical conflicts that could impact EVgo's supply chains; increased competition, including from new and existing entrants in the EV charging market; unfavorable conditions or further disruptions in the capital and credit markets and EVgo's ability to obtain additional capital on commercially reasonable terms; EVgo's limited operating history as a public company; EVgo's dependence on widespread adoption of EVs and increased installation of charging stations; mechanisms surrounding energy and non-energy costs for EVgo's charging stations; the impact of governmental support and mandates that could reduce, modify, or eliminate financial incentives, rebates, and tax credits; supply chain disruptions; EVgo's ability to expand into new service markets, grow its customer base, and manage its operations; impediments to EVgo's expansion plans, including permitting delays; the need to attract additional fleet operators as customers; potential adverse effects on EVgo's revenue and gross margins if customers increasingly claim clean energy credits and, as a result, they are no longer available to be claimed by us; risks related to EVgo's dependence on its intellectual property; risks that EVgo's technology could have undetected defects or errors; and risks that the assumptions underlying the model inputs used in project underwriting considerations for any new charger sites prove to be inaccurate. Additional risks and uncertainties that could affect the Company's financial results are included under the captions \"Risk Factors\" and \"Management's Discussion and Analysis of Financial Condition and Results of Operations of EVgo\" in EVgo's most recent Annual Report on Form 10-K, filed with the Securities and Exchange Commission (the \"SEC\"), as well as its other SEC filings, copies of which are available on EVgo's website at investors.evgo.com, and on the SEC's website at www.sec.gov. 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EVgo believes these non-GAAP financial measures are useful to investors both because (1) they allow for greater transparency with respect to key metrics used by management in its financial and operational decision-making and (2) they are used by EVgo's institutional investors and the analyst community to help them analyze the health of EVgo's business.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.275+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a85d5374-7182-4b44-8715-0ac5b371ef68", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.897, "x": 0.048, "y": 0.893 }, "kind": "paragraph", "text": "Reconciliations of these non-GAAP financial measures to the most comparable GAAP measures can be found in the tables included at the end of this presentation.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.275+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "069cdd29-7066-4244-9dfb-e5ac731afe4a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.67, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Safe Harbor & Forward-Looking Statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.275+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45fcfab6-a780-402b-b5f2-b3a4fe107093", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "8090a3a0-6681-4dfc-8bbf-07991988c7d1", "matchId": "3856258b-84ec-4ec6-b918-79eb39614053", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The cover slide and disclaimer set the stage for the presentation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. 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Construction of charging sites is subject to various risks and delays, and not all the future charging sites depicted above may be complete", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:35.987+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a720733f-3934-4360-bf01-f1f0ddb8ceb9", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.51, "x": 0.46, "y": 0.29 }, "kind": "image", "text": "Map of EVgo charging locations across the US", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:35.987+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15852343-070c-4883-8eaf-5a867a017556", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.12, "x": 0.47, "y": 0.74 }, "kind": "legend", "text": "Current Evgo Fast Charging Locations\nComing Soon Evgo Fast Charging Locations\nPotential GM + Pilot Flying Locations", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:35.987+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5730f23a-d766-492d-9360-b857b00ca7b1", "parentComponentId": null }, { "bbox": { "h": 0.605, "w": 0.405, "x": 0.048, "y": 0.27 }, "kind": "list", "text": "9 OEM partners\n~140 million Americans within 10 miles of EVgo charger\n~614,000 Customer accounts\n30+ states 60+ major metropolitan areas\n124% Y-o-Y network throughput growth(1)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:35.987+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52f7cb50-9181-48b1-9b06-544671f3efbc", "parentComponentId": null }, { "bbox": { "h": 0.605, "w": 0.35, "x": 0.284, "y": 0.27 }, "kind": "list", "text": "100% Electricity that powers EVgo's network is matched with purchases of renewable energy certificates since 2019\n900+ locations A leader in public DC fast charging sites\n~3,100 stalls DC fast charging stalls in operation or under construction\n~3,500 stalls In active engineering and construction (E&C) stall development pipeline\n~3.4M users Registered PlugShare® accounts", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:35.987+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58ec00f6-0c6d-4a5b-9b12-e8c2ef4d77c7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.048, "y": 0.92 }, "kind": "source-note", "text": "Source: Company estimates, PlugShare\nAll figures as of Q1 2023 unless otherwise noted\n1) Q1 2023 vs Q1 2022", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"v2-canon-conditioned" } }, "links": { "slide": "/slides/019de515-ab7e-777a-b31b-498dfadbedc2/5", "deck": "/decks/019de515-ab7e-777a-b31b-498dfadbedc2", "deckAnchor": "/decks/019de515-ab7e-777a-b31b-498dfadbedc2#slide-5", "deckJson": "/decks/019de515-ab7e-777a-b31b-498dfadbedc2.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.45, "x": 0.046, "y": 0.25 }, "kind": "chart", "text": "US EVs (in millions)\n+40% '22-'30 CAGR\n1.0 1.5 2.2 3.8 5.6 7.9 11.0 15.1 20.2 26.2 33.2\n2020 2021 2022 2023F 2024F 2025F 2026F 2027F 2028F 2029F 2030F", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.505+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a89ad0c8-39e5-4ed7-8a0b-8e0fba2138dd", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.42, "x": 0.53, "y": 0.25 }, "kind": "chart", "text": "Growth Forecast for DC Charging Demand\nDC Fast Charging Demand (GWh)\n20,000\n15,000\n10,000\n5,000\n0\n+55% '22-'30 CAGR\n2020 2021 2022 2023F 2024F 2025F 2026F 2027F 2028F 2029F 2030F", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.505+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72adbfc1-3b97-4df6-bb71-b1b76506eccc", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.91, "x": 0.046, "y": 0.69 }, "kind": "list", "text": "Over $1.2 trillion in planned investment for the development and deployment of EVs through 2030\nEVgo business model leveraged to increasing EV VIO which drives utilization\nTop stalls on EVgo network already in line with long-term revenue targets\nRealizing increasing charge rate as EV batteries improve and EVgo deployment of ultra-fast chargers accelerates\nExpect public network to account for 75%-80% of EVgo revenue over long-term (remainder eXtend, hubs, behind the fence, tech-driven services)\nTarget robust double-digit pre-tax unlevered IRR on portfolio basis\nAttractive long-term returns underpinned by EVgo's first-mover, analytics and platform advantages\nCurrent gross capex per stall of approximately $130,000 to $150,000\nOEM/grant funding/tax policy available to offset capex spend", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.505+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00190065-94a3-4592-91b1-5d421d400f5e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.07, "x": 0.53, "y": 0.62 }, "kind": "source-note", "text": "Source: EVgo", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.505+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ffd1616-f1f0-4565-9f4f-65d8b4571f68", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.04, "x": 0.046, "y": 0.93 }, "kind": "source-note", "text": "1 Reuters", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.505+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27c12dbf-5951-4d3a-93b6-cc34bd48dbd1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.046, "y": 0.62 }, "kind": "source-note", "text": "Source: BloombergNEF", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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top metropolitan statistical areas (MSA) >13%\nCertain MSAs in Texas, Florida, Nevada, and Connecticut > 10%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.99+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dd1809d-87dc-4f9a-b5ae-eb1ab2561d6f", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.55, "x": 0.03, "y": 0.47 }, "kind": "list", "text": "kWh dispensed increasing faster than stall growth\nThroughput growth +124%\nOperational stall growth +33%\nGrowth in kWh per stall creates meaningful operating leverage in EVgo model\nHigher power chargers and EVs capable of accepting more power", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.99+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ff332de-240c-4dce-9427-a49a8a98452f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.03, "y": 0.26 }, "kind": "list", "text": "Throughput growth exceeding EV VIO growth\nEVgo leveraged to increasing EV adoption with embedded growth in network\nQ1 2023 throughput growth of 124% compared to VIO growth of 53% YoY\nFleet throughput more than tripled year-over-year driven by high-frequency drivers\nConsumption per passenger vehicle is increasing due to larger battery size and reliance on public DCFC charging", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:42:36.99+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9cb315c-8928-4fb6-8971-5887c6656203", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.29, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "US EV VIO from Experion, Q1 2023 estimate", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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