Chiel ter Laak, Eric Janssen, Marco Rine en Raoul Roosendaal

1. VDL GROEP ALS KETENPARTNER

2. VDL GROEP
Chiel ter Laak
VDL Enabling Transport Solutions
Raoul Rosendaal
VDL Groep – New Business Development
6th September 2022

3. 20/09/2022
VDL GROEP KERNWAARDEN
VDL Groep
STRENGTH OF A
MULTINATIONAL CULTURE OF A
FAMILY COMPANY
FLAT ORGANISATION STRUCTURE
WITH SHORT LINES OF COMMUNICATION
INFORMAL
DIRECT
OPEN
ATMOSPHERE
RESULT
ORIENTED
PRAGMATIC
ENTREPRENEURSHIP
COMMITTED
EMPLOYEES
STRENGTH THROUGH
COOPERATION
EXCELLENT
CRAFTSMANSHIP

4. 105 BEDRIJVEN
OMZET
€ 2,5 MILJARD
NETTOWINST
€ 68,5 MILJOEN
77% EXPORT
NAAR 110 LANDEN
STERKE BALANSPOSITIE
SOLVABILITEIT 65,9%
VERSPREID OVER
19 LANDEN
15.505 MEDEWERKERS
BEDRIJFSACTIVITEITEN
VERDEELD OVER 4 DIVISIES
1.480.000 M²
PRODUCTIEOPPERVLAKTE
20-9-2022 VDL Groep
FEITEN & CIJFERS
4

5. DE 5 ‘WERELDEN VAN VDL’
20-9-2022
5
Mobility Science, Technology & Health Energy & Sustainability
Infratech Foodtech

6. VDL GROEP & DE ENERGIETRANSITIE
Vanuit onze bestaande posities in de markt
Vanuit onze investeringen in innovatie en ontwikkeling
Vanuit ons ondernemerschap
Vanuit onze maatschappelijke & menselijke betrokkenheid
VDL Groep

7. VDL Groep

8. VDL Groep

9. VDL Groep

10. KETENSAMENWERKING EN DAADKRACHT
Er is geen partij die ‘alles’ kan
Er is grote onderlinge afhankelijkheid
Ruimte voor eigen toegevoegde waarde
‘Kracht door Samenwerking’
Per definitie complex & uitdagend

11. VDL Groep

13. VDL Groep

14. VDL ENERGY SYSTEMS
VDL Energy Systems.B.V.
Marco Rine, Business Development Manager
6 th Sept. 2022

15. Tuesday, 20 September 2022
15
COMPANY 100
VDL ENERGY SYSTEMS
• Nov 2017 Siemens announced to close factory Hengelo (600 fte)
• Nov 2018, VDL took over responsiblities
• ~100 fte working at VDL-ETG for customer ASML
• ~300 fte working at new founded company VDL Energy Systems
• VES new strategic direction aims at Energy Transition
• Investments in creating a new future
VDL Groep

16. VDL Groep
16
Traditional Energy Energy Transition

17. Tuesday, 20 September 2022 VDL Groep
17
➢ Assembly and testing of compressor and gas turbine
packages
➢ Gas turbine packaging (5 – 40 MW)
➢ Compressor packaging (1 – 50 MW)
 GT driven compressor
 GT driven generator sets
 E- driven compressor
➢ Lead and detail engineering
➢ Purchase and logistics
➢ Shipping
➢ Service activities:
➢ Repairs
➢ Spare parts
➢ Welding and machining
➢ Balancing and full load testing
Upstream Gas related Energy Portfolio
TRADITIONAL ENERGY

18. Tuesday, 20 September 2022
18
STRATEGY FOCUS ON STORAGE AND CONVERSION
ENERGY TRANSITION
VDL Groep
H2
HEAT
ELECTROLYSIS
H
2
H2
H2
Q=
HEAT
Q
Q
MOBILE
AND
STATIONARY
APPLICATIONS
DISTRIBUTION
Q
HEAT PUMPS
STORAGE
FUEL CELLS

19. Tuesday, 20 September 2022
19
BESS AND H2 GENERATORS
PRODUCT ROAD MAP
VDL Groep
Energy storage / electric power units
e- PU 45 kW (45 kW/65kWh, on market)
e- PU 500 kW/h (250/300 kW, 530 kWh on market)
Fuel cell / Hydrogen power units (PEM)
Electricity from hydrogen (H2)
h- PU 50 kW
h- PU 250 kW (on market in Q2 2022)
350
kWh
216
Kwh
420
kWh
315
kWh
Battery
VEP
1
315
kWh
360
kW
CCS-
400A
Heat
Pump
Fuel
Cell

20. Tuesday, 20 September 2022
20
HEAT ENERGY
PRODUCT ROAD MAP
VDL Groep
Industrial heat pumps (1-2 MW)
Heat from geothermic source
▪ Contract manufacturing
▪ Heat engine

21. PRODUCT ROAD MAP
ELECTROLYSER ENGINEERING PROJECTS
Purpose:
Development and build of a prototype VDL electrolyser:
▪ Gain technical know how
▪ That is technically differentiating
▪ With the right price/quality ratio
Stack design
▪ VDL Groep, ETS & ETG Eindhoven
BoP design
▪ VDL Energy Systems

22. SUPPORTING AND MANUFACTURING CONCEPTS OF START-UPS
Tuesday, 20 September 2022 VDL Groep
22
Compressed air storage NH3 to H2 to electricity

23. REALISATION DECENTRAL ENERGY SYSTEMS
1. Decentral energy system
components (2020-23):
- BESS (2021)
- Electrolyser (2023)
- Fuel Cell Genset (2021)
- Other
2. Decentral Energy System Demo
Field (2022)
(incl 2nd hand electrolyser)
3. Living Lab Almelo XL Business
Park
Tuesday, 20 September 2022 VDL Groep
23
3 steps approach
1 2

24. VDL MAST SOLUTIONS
Eric Janssen
VDL Mast Solutions.B.V.
6 th Sept. 2022

25. VDL Groep
110
Medewerkers
36.000 m2
DCC Coating
Kantoor in
Oostenrijk
CO2 Reduction
HMR Protection
Innovatie
Grootste masten
fabriek van de Benelux

26. CURRENT SITUATION
26 VDL Smart Pole Eco System
• Single purpose objects
• Replacement of 3 million Streetlights
• Energy saving (LED)
• Digitalisation: (5G) auction in 2022/23 and need more
then 130K Small Cells
• Growth of Charging Poles to 1.7 million
• Need more camera surveillance
• Need monitoring with sensors (air, traffic, crowd, …..)
15K
1.5 MLN
3.5
MLN
3 MLN
80K
6,5
MLN

27. WHY THE VDL SMART POLE FAMILY
27 VDL Smart Pole Eco System
• Multi Purpose Enabler (MPE -
Certified)
• Open Platform, No Vendor Lock-in
• Cost Savings and brings new services
(€)
• Future-Proof
• By making use of the fine mesh of the
public lighting
• Quiet street scene
• Integral solution for now and the future
(for Light / Charging / CCTV/ IoT/ 5G /
Sensor / Drone nest / ….)
• Municipality is in the lead

28. SMART POLE
APPLICATIONS:
28
Light
E-Charging
CCTV
Telecom Neutral Host / MNO
Digital Connection
Sensors
Last Mile Wireless connectivity
Drone nest
VDL Smart Pole Eco System

29. STANDAARDISATIE DOOR SAMENWERKING EN OPEN ECOSYSTEEM
SMART CITY ENABLER
VDL Groep

30. VDL Groep

31. VDL Groep

32. VDL ENABLING
TRANSPORT SOLUTIONS
Chiel ter Laak
VDL Enabling Transport Solutions b.v.
6 th Sept 2022

33. 33
COMPANY PROFILE
VDL ENABLING TRANSPORT SOLUTIONS
VDL Enabling Transport Solutions b.v.
LOCATED IN VALKENSWAARD (NL)
TURNOVER
€ 20 MILLION
3 MAJOR DEVELOPMENT
PROJECTS/YEAR
30+ MINOR PROJECTS/YEAR
165 employees, 1/3RD SW, 1/3RD
‘CONVENTIONAL’ ENGINEERING, 1/3rd
VALIDATION & TESTING
INNOVATION & CONTRACT
ENGINEERING OF ZERO EMISSION
MOBILITY & DERIVED PROPOSITION
2,000M2 WORKSHOP AREA INDOOR
2,000 m² office area,
2,000M2 TEST AREA OUTDOOR

34. 34
ENABLER OF ‘GREEN’ HEAVY DUTY MOBILITY & DERIVED PROPOSITIONS WITHIN VDL GROEP
VDL ENABLING TRANSPORT SOLUTIONS
BRIGHT, NEW IDEAS
OPTIMIZING TIME-TO-MARKET,
INCREASING ROI OF INNOVATION FUNDS,
SIMPLIFYING COMPONENTS/TECHNOLOGY MAINTENANCE
$
VDL Enabling Transport Solutions b.v.

35. 35
ENABLER OF ‘GREEN’ HEAVY DUTY MOBILITY & DERIVED PROPOSITIONS WITHIN VDL GROEP
VDL ENABLING TRANSPORT SOLUTIONS
KNOW-HOW BUILDING BLOCKS INTEGRATION SUPPORT QUALITY SYSTEM &
ENGINEERING INFRA
INCUBATOR &
INNOVATION
VDL Enabling Transport Solutions b.v.

36. 36
‘BIGGEST COMMON DENOMINATORS’
PLATFORMS & BUILDING BLOCKS
Heavy duty transport Light commercial transport Stationary energy systems
Batteries
High voltage system
ADAS / AGV
Vehicle controller
Connectivity
Hydrogen
Driveline
Charging Systems
Climate systems
PLATFORM
BUILDING
BLOCK
VDL Enabling Transport Solutions b.v.

37. 37
‘BIGGEST COMMON DENOMINATORS’
MIX & MATCH
Heavy duty transport Light commercial transport Stationary energy systems
Batteries
High voltage system
ADAS / AGV
Vehicle controller
Connectivity
Hydrogen
Driveline
Charging Systems
Climate systems
PLATFORM
BUILDING
BLOCK
VDL Enabling Transport Solutions b.v.
VEP
1
315 kWh
360 kW
CCS-400A
Heat Pump

38. 20/09/2022
38
Next Generation Citea
Next Gen Production Technology & materials
Vehicle controller
Battery & charging technology
Driveline & Auxiliaries
Connectivity & Diagnosis
ADAS & Autonomous GuidedVehicles
VDL Enabling Transport Solutions b.v.

39. 20/09/2022
39
Battery Design & Assembly
Initial sourcing (2015 – now) Full assembly shipment from CHN
Opportunities Re-use knowledge & network
Moving up value chain (Mfg, R&M,AM)
Requirement Flexibility in Form & function
Next step assembly started @VDL
Fill viable opportunities
VDL Enabling Transport Solutions b.v.

40. 20/09/2022
40
E-truck & E-RCV
Vehicle controller
Battery & charging technology
(Hybrid) Driveline & Auxiliaries
Connectivity & Diagnosis
H2
VDL Enabling Transport Solutions b.v.

41. 20/09/2022
41
Autonomous GuidedVehicles
Vehicle controller
ADAS & Autonomous GuidedVehicles
Battery & charging technology
(Hybrid) Driveline & Auxiliaries
Connectivity & Diagnosis
H2
DKTI - Autodepot
VDL Enabling Transport Solutions b.v.

42. THE EV CHARGING TEST CENTRE
Company presentation Bus & Coach / ETS - Company Confidential
42

43. THANK YOU VERY MUCH FOR YOUR
ATTENTION!
VDL Special Vehicles bv
43