Report
Paul de Froment ...
  • Sebastián Marroquin Mérida
  • Thomas Mordelle

EV pulse never stops, the industry powers up

While official numbers for Q2 2023 have not been communicated yet, BEV (battery-electric vehicle) registrations have accelerated in recent months and should: (i) directly benefit both slow charger OEMs (original equipment manufacturers) and CPOs (charging point operators), (ii) indirectly fuel CPO
Underlyings
Alfen NV

Alfen NV (Alfen) is a company based in the Netherlands, engaged in the design, development and production of electric grid equipment. The Company is active in three business lines: Smart Grids, which supplies standardized electricity grid connection systems, secondary transformer substations, local power grids, devices for grid automation, as well as software and back-end systems for remote management and grid control; Energy Storage, responsible for development and installation of modular energy storage systems under the brand TheBattery, which are used by utilities, grid operators, energy traders and industrial companies, among others, and Electric Vehicle (EV) Charging, which supplies EV charge points in a variety of capacities and functionalities for use at home, work and in public areas. In addition, Alfen offers service, management and maintenance activities, including remote support and monitoring, as well as an in-house technological know-how center.

Engie EPS SA

Engie Eps SA, formerly know as Electro Power Systems, is a France-based technology company. It focuses on energy storage systems and microgrids towards renewable sources and decentralized energy production. The Company owns a portfolio of hybrid energy storage systems (HyESS) offering fully integrated storage solutions for a wide range of applications, such as grid support and distributed energy solutions, microgrids and storage technologies, among others. The Company's technology is a spin-off of the Turin and Milan Polytechnics, is protected by 130 patents, registered in 33 countries worldwide and over 500 registered industrial secrets.

Fastned

Fastned BV is a company based in the Netherlands that owns and develops charging stations. The Company offers charging solutions to electric transportation through solar and wind energy. It serves customers in Europe.

KEMPOWER OYJ

POD POINT GROUP HLDGS PLC

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Paul de Froment

Sebastián Marroquin Mérida

Thomas Mordelle

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