Investment Opportunity: Ultra-Fast EV Charging Network in Poland

Project Overview

A pioneering clean-tech infrastructure company is looking to revolutionize Poland’s EV charging landscape. Established over a decade ago, the company is the only operator in Poland with sole focus on High Power Charging (HPC) and Ultra-Fast Charging (UFC), targeting power levels above 200kW.

The company’s dual-pronged rollout model includes:

• Large 2MW charging hubs at high-traffic locations such as airports, logistics parks etc.
• Standalone ultra-fast chargers in urban, suburban, and tourist locations that are under served by traditional networks.

What separates the Company from others is its proprietary technology which includes AI-powered space monitoring, predictive availability displayed in its navigation app – a global first – and a modular scalable hardware design.

Key Financial Highlights:

• Revenue Projection: €3.8Bn by 2030
• Net Profit: €748Mn by 2030
• EBITDA Margin: 20%+
• IRR: 56.4% (2035 exit scenario)
• CAPEX Efficiency: €55K per station vs. €100K industry average
• Total CAPEX: €1.57Bn for 28,460 stations
• Market Share Target: 25–35% of Poland’s HPC/UFC market by 2030

With exclusive access to above 100 premium locations, including Modlin Airport, and rapidly growing momentum for green energy, the company is strategically well positioned as a national first-mover and regional growth platform.

Transaction

The Company is looking for strategic investment of €5 Mn to €150 Mn for Phase 1 to deploy the first 1200 HPC / UFC stations. A follow-on fundraise of €1.42 Bn is planned for Phase 2 to scale to 22,260 stations.

Investment Rationale:

• First-mover advantage in Poland’s underdeveloped ultra-fast EV charging market
• Highly scalable and capital-efficient rollout model
• Proprietary technology with AI and predictive features
• Strong regulatory support and access to EU green transition funding
• Replicable model across Central & Eastern Europe
• Clear exit opportunities via strategic sale to energy or EV infrastructure players