Transitioning from Internal Combustion Engines (ICE) to Battery Electric Vechicles (BEV), the new perspective on Mobility and Car Sharing, the massive Connectivity and additionally the Chip shortage are introducing great challenges and new opportunities. Examples of these are emerging new Business Models (e.g. separating ICE and BEV operations), dealing with operational inefficiencies and distress in the supply chain created by the lately supply constraints and demand pressures, OEMs and suppliers managing unexpected extra-costs due to the transition to BEV, and also incumbent suppliers battling new entrants as well as the OEMs themselves.
Investment fund was considering taking a majority stake in a EV public charging network in Southern Europe and wanted to assess the feasibility of its strategic plan
The investor had little knowledge on the local EV situation and the type of customers and behaviors that could be expected in the charging point locations
Another major concern was the technology risks associated to a swift development today, that could become obsolete before actually monetizing the investment
The Project Team conducted a thorough analysis of the vehicle market and prepared a taxonomy of EV customers and charging locations, in order to assess the adequacy of the network. A detailed financial model was prepared that provided transparency to the timing required for the investment to be satisfactory