Polestar Investor Presentation
6
Rapid growth of
premium/luxury TAM
Investment highlights
Revenue drivers
Well-established existing
geographical presence
Continuous and defined
expansion of sales network
Strong car pipeline:
3 models coming to market by 24E
+29% 78%
CAGR 20A-25E of
premium/luxury
EV market 2
Of incremental sales
between 21E-25E
driven by
existing markets
1
+20
New countries
between 21E-23E
77%
Of incremental sales
between 21E-25E
driven by
new car models
1
Source: Company information, management estimates, Leading management consultancy firm.
1. Referencing to revenue increase based on Business Plan. Calculated as % of total incrementall Revenue from 21E to 25E.
Please refer to slide 42 for additional information on financials.
2. Market size in million cars.
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