Pod Point (PODP) Full Year 2023 results presentation - April 2024

Pod Point CEO, Andy Palmer and CFO, David Wolffe present full year results for the year ended 31 December 2023, followed by Q&A. Andy Palmer, CEO 00:16 - Introduction 03:39 - FY23 Highlights 07:58 - Powering up strategy 15:12 - FY23 summary David Wolfe, CFO 17:09 - P&L 20:03 - H2 Improvement 20:54 - Gross margin 22:05 - Adj EBITDA 23:14 - Cashflow 24:30 - Customer lifetime value model 26:43 - Financial outlook Andy Palmer, CEO 27:52 - FY24 Strategy 31:50 - Industry expectations 32:17 - Business transformation 34:41 - Current performance 34:12 - Conclusion 38:10 - Q&A Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 31 December 2023 the company has 226k chargepoints installed and able to communicate on its network in the UK and is an official chargepoint supplier for major car brands. Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions. Pod Point is admitted to trading on the London Stock Exchange under the ticker symbol "PODP."