Industrial Digitisation: Company presentation by Alex Melzer, ZOLAR at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. Energy
provider of
the future
www.zolar.de

2.  @NOAHConference
 @noah_conference
 @noah-conference
 @NOAHConference
FOLLOW USONSOCIAL

3. 2 I zolar GmbH
Climate change is a
fact with bold
changes urgently
needed*
*2018 was the driest year in Europe in the history of
weather records.
Problem

4. 3 I zolar GmbH
zolar’s vision
Changing the world’s
energy generation to
100% renewable.

5. 4 I zolar GmbH
The bigger picture
Cutting edge
technology 12
years ago

6. 5 I zolar GmbH
Solar has become
the cheapest form
of energy
The bigger picture

7. 6 I zolar GmbH
Less expensive
than power from
the grid
The bigger picture

8. 7 I zolar GmbH
0 €
200 €
400 €
600 €
800 €
1.000 €
1.200 €
0 €
200 €
400 €
600 €
800 €
1.000 €
1.200 €
1.400 €
1.600 €
1.800 €
2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032
Price solar module Price Li-ion battery
Price€/kWp
Change in economics
Declining prices for
solar & li-ion
batteries disrupts
energy market
Source: Bloomberg New Energy Outlook 2018, IEA
Grid parity for solar + battery
Price€/kWh

9. 8 I zolar GmbH
Annual electricity cost per household
Every residential house will produce
its own energy
1.908 €
289 €
1.619 €
0 €
500 €
1.000 €
1.500 €
2.000 €
today w/ solar & battery
Solar destroys
electricity utilities
Savings for
home owner
Notes: 4 person home Germany (6,000 kWh), 0.30 €/kWh,
10 kWp solar, 10 kWh battery

10. Installation of solar rooftop system
- market potential Europe*
1.4 trillion €
*assumptions: 89m residential house in Europe suitable for solar, average order
size 15.1k €

11. 10 I zolar GmbH
It’s too complex for
the customer
The problem

12. 11 I zolar GmbH
zolar Online Configurator
– The most convenient way to buy a solar system
2
1
3
Convenience & transparency
Fixed-price guarantee
Customizable

13. 12 I zolar GmbH
Average order volume -online
15,074 €

14. 13 I zolar GmbH
Solar is an entry
product
20% of customers ordered again* AOV =
5,300 €
*re-purchase in 2017/18 based on installed projects in
2017
Storage
EV charging Peer2peer energy
trading
Electric
heating
Energy supply contract
Solar System
Heat pump
Energy management
Grid
services

15. 14 I zolar GmbH
zolar Family -
network of solar
system owners with
free energy
for everyoneHome owner
100% green energy
Outlook
zolar‘s platform enables community
Family

16. 15 I zolar GmbH
Solar installers
focus on what they
do best: installing
zolar’s partnership model

17. 16 I zolar GmbHPartner map
zolar Project Center:
Seamless process installing the solar system
Partner
Platform
Mobile application for installer
Community channel Technical support hotline
Partner map
Resource planning

18. 17 I zolar GmbH
zolar Project Center
– Seamless process installing the solar system
2
1
3
All relevant information
Digital process
Easy to use

19. 18 I zolar GmbH
Enabling every
home owner to
make a positive
impact against
climate change
Our mission

20. zolar GmbH
Oranienstr. 185
10999 Berlin
www.zolar.de
info@zolar.de
Clean energy for everyone

21. Selected Completed NOAH Transactions
Focus on Leading European Internet companies
Covering over 400 companies across 25 online
verticals, a broad range of over 500 investors as
well as 100+ online-focused corporates
Deep understanding of industry dynamics
Ability to add value beyond banking advice
Facilitates overall process and minimizes
management distraction
NOAH Advisors is globally well connected
and has direct access to virtually all key
players in the industry
Knowledge of and strong relationships with
potential buyers’ key decision makers
Proactively finds and unlocks attractive
investment opportunities for leading investors
Annual NOAH Conference in its 10th year
Over 40 years of combined relevant M&A experience
Routine execution of M&A and financing transactions
with sizes of several billion euros
30 successfully completed NOAH Advisors transactions
underline successful transfer of M&A competencies to
the Internet sector
Entrepreneurial mind-set, focused on growing the
business and establishing a reputation for excellence
Ability to deliver top results in short time frames
Highly success-based compensation structures align
interests of clients and NOAH Advisors, and demonstrate
conviction to deliver top results
Creative deal solutions
Unique Industry Know-How
Unmatched Network and Relationships
Strong Investment Banking Competence
Full Commitment - We Are Entrepreneurs!
EUROPE’S LEADING INTERNET
CORPORATE FINANCE BOUTIQUE®
The NOAH Advisors Core Banking Team
Marco Rodzynek
Managing Director & Founder
Jan Brandes
Managing Director
Nikhil Parmar
Director
Olek Skwarczek
Associate
Lukas Schlund
Analyst
December 2014 October 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis