Investors

Commercial Traction

Demand, contracts, activation and repeat usage.

Latest month: September '26

Transacting customers

8

September '26

Monthly gross revenue

€161k

September '26

Active refuelling vehicles

203vehicles

30/09/2026

Transaction activity

Monthly refuelling value with its 3-month moving average, and its components.

Actual3-month moving average
Show values
PeriodActualForecast / plan3-month moving average
July '25€1,487.00——
August '25€2,966.35——
September '25€5,731.56—€3,394.97
October '25€11,732.43—€6,810.11
November '25€18,929.43—€12,131.14
December '25€19,027.77—€16,563.21
January '26€18,644.21—€18,867.13
February '26€26,575.41—€21,415.79
March '26€39,628.72—€28,282.78
April '26€41,123.91—€35,776.01
May '26€38,482.83—€39,745.15
June '26€35,635.86—€38,414.20
July '26€58,264.00—€44,127.56
August '26€50,140.82—€48,013.56
September '26€160,989.46—€89,798.09

Available at the appropriate access level.

Activation funnel

From contract to repeat usage, by customers and by vehicles.

Customers

  • Transacting this month8

Vehicles

  • Active · last 15 days415 vehicles
  • Active · last billing cycle203 vehicles

Van · average monthly use

167 L

€303 of gross revenue a month (ex VAT) · calibration 30/09/2026

Medium or heavy truck · average monthly use

952 L

€1,725 of gross revenue a month (ex VAT) · calibration 30/09/2026

Stages are separate measures, each read on its own date: activated includes pilots and tests not yet under contract, so the bars are not conversions. The conversions below use only the contracted customers and their vehicles, at 30/09/2026. Vehicles are counted in van-equivalents: vans and cars count 1, a medium or heavy truck 5.69 (tank classes, D-144).

Usage concentration

Share of monthly gross revenue held by the largest customers.

Available at the appropriate access level.

Customer cohorts

% of each cohort (month of first refuel) still refuelling, month by month.

Available at the appropriate access level.

Pipeline & commercial velocity

Qualified deals, expected value and time to close.

Qualified pipeline

—

Not yet available

Qualified pipeline (€/month)

—

Not yet available

New signed monthly gross revenue

—

Not yet available

Proposals outstanding

—

Not yet available

Sales cycle (median)

—

Not yet available

Available at the appropriate access level.

Each stage at its own read date: the bars compare sizes, they are not conversions. The qualified pipeline comes from the Scorecard, without probability or expected close month.

Customer portfolio

Per customer: signature date, status, fleet, contracted and actual monthly gross revenue (ex VAT), plafond, registered vehicles and vehicles refuelled in the month.

Available at the appropriate access level.