ne gogolo. ANNIVERSARY Q3 2025 Investor Presentation NOV 11, 2025 Henry Chiang Chief Executive Officer Gogoro® Q3 2025 Investor Presentation Bruce Aitken Chief Financial Officer 2 DISCLAIMER Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 27E of the Securities Echance Forward-looking statements generally relate to future events or Gogor's tuture imancial or coerating performance. In some ...

Core Insights - Gogoro Inc. reported a total revenue of $77.6 million for Q3 2025, a decrease of 10.6% year-over-year, with a more significant decline of 17.1% on a constant currency basis [4][9] - The company achieved a gross margin of 12.2%, up from 5.4% in the same quarter last year, driven by improved inventory management and operational efficiency [5][10] - Gogoro's adjusted EBITDA for Q3 2025 was $20.2 million, an increase from $15.5 million in the same quarter last year, reflecting disciplined operations and cost-saving initiatives [11] Financial Performance - Operating revenues for Q3 2025 were $77.6 million, down 10.6% year-over-year, with battery swapping service revenue at $38.9 million, up 11.5% year-over-year [4][9] - Gross margin improved to 12.2%, with non-IFRS gross margin reaching 22.2%, up from 16.3% year-over-year [5][10] - The net loss for Q3 2025 was $14.9 million, a reduction from a net loss of $18.2 million in the same quarter last year [10] Operational Efficiency - Inventory levels were reduced by 34% year-over-year, contributing to improved cash flow and operational efficiency [3][8] - Operating cash flow for the first nine months of 2025 rose to $25.7 million, up from $13.3 million in the same period last year [12] - The company implemented cost-saving initiatives that resulted in approximately $21 million in operating expenses saved in the first nine months of 2025 compared to the same period in 2024 [8] Market Context - Taiwan's two-wheeler market contracted to 196 thousand units, the lowest third-quarter total in a decade, influenced by macroeconomic headwinds and reduced consumer confidence [8][9] - Gogoro's product expansion included the launch of the EZZY and EZZY 500 models, which are expected to enhance sales growth and margin improvement in 2026 [8][9] - The company anticipates a challenging environment for the Taiwan two-wheeler market in 2025, adjusting its revenue guidance to between $270 million to $285 million [13] Strategic Initiatives - Gogoro is focusing on product innovation and plans to launch new vehicles in 2026, alongside developing higher density and lower-cost battery packs [3][8] - The company continues to strengthen its Powered by Gogoro Network (PBGN) ecosystem, with partners like Yamaha expanding their electric vehicle portfolios [8][9] - Gogoro's ongoing battery pack upgrades are expected to yield long-term economic benefits, despite short-term impacts on gross margin [6][8]

Core Insights - Gogoro Inc. will release its financial results for Q3 2025 on November 11, 2025, before market opening [1] - An earnings webcast will be held at 7:00 a.m. Eastern Time on the same day to discuss financial and business results [2] Company Overview - Gogoro, founded in 2011, focuses on rethinking urban energy and promoting sustainable mobility solutions [3] - The company has received multiple recognitions, including being named a "Change the World 2024" company by Fortune and "Asia-Pacific's Most Innovative Company of 2024" by Fast Company [3] - Gogoro is recognized as a leader in battery swapping technology for electric two-wheel vehicles and aims to disrupt traditional urban transportation [3]

Core Insights - Gogoro Inc. has appointed Henry Chiang as the official CEO, effective immediately, after serving as interim CEO since September 2024 [1][2] - The board believes Henry's leadership will drive Gogoro's turnaround and align with the company's growth strategy [2] - Under Henry's interim leadership, Gogoro improved operating cash flow from $4.8 million in H1 2024 to $15.2 million in H1 2025, while reducing operating expenses by approximately $11 million year-over-year [2] Company Performance - Gogoro expects to achieve profitability on a non-IFRS basis in its energy business by 2026 and in its vehicle business by 2028 [2] - The company plans to generate free cash flow from energy operations in 2027 [2] - In 2025, Gogoro launched three new electric scooter models: Pulse STARLUX, EZZY, and EZZY 500, enhancing its market position [2] Leadership and Strategy - Henry Chiang has a strong background in the industry, previously leading GoShare and launching customer engagement initiatives at Gogoro [2] - His leadership has focused on operational efficiency, innovation in urban mobility, and expanding Gogoro's global footprint through partnerships in Vietnam and Latin America [2][3] - Gogoro aims to leverage its brand popularity to re-establish financial success while continuing to deliver innovative products [2]

Core Viewpoint - Gogoro Inc. will implement a 1-for-20 share consolidation effective October 6, 2025, to increase the per-share trading price and regain compliance with Nasdaq's minimum bid price requirement [1][2]. Share Consolidation Details - The share consolidation ratio was approved by shareholders on May 28, 2025, allowing a range from no consolidation to 1-for-100, with the final decision made by the Board of Directors on September 16, 2025 [2]. - No fractional shares will be issued; any resulting fractions will be canceled and returned to the pool of authorized but unissued shares [2]. - Outstanding warrants and other equity rights will be proportionately adjusted, with the exercise price of public warrants set to $230 per share and total shares reduced to 862,500 [3]. Impact on Shareholders - The share consolidation will uniformly affect all shareholders, maintaining their percentage ownership interest, except for those with fractional interests [4]. - Registered shareholders will not need to take action to receive split-adjusted shares, as adjustments will be made automatically for those holding shares through brokers or other organizations [5]. Company Background - Gogoro, founded in 2011, focuses on sustainable urban mobility solutions through battery swapping ecosystems and has received multiple accolades for innovation and sustainability [7].

Core Insights - Gogoro Inc. announced that Mr. Yin Chung Yao, a director and affiliate of the largest shareholder, will procure equity investments totaling NTD$2,500 million by December 31, 2026 [1] - The company is in discussions with lenders regarding a potential amendment to a syndicated credit facility agreement, which includes a 5-year term loan of NT$10,700 million [2] - There is no assurance that any amendments to the loan facility or equity investments will materialize, as these are subject to further negotiations and approvals [3] Company Overview - Gogoro, founded in 2011, focuses on sustainable urban mobility solutions through battery swapping ecosystems [4] - The company has received multiple recognitions, including being named a "Change the World 2024" company by Fortune and "Asia-Pacific's Most Innovative Company of 2024" by Fast Company [4] - Gogoro aims to disrupt traditional urban energy distribution and consumption, leveraging innovation in vehicle design, electric propulsion, and smart battery technology [4]

Financial Data and Key Metrics Changes - Operating cash flow increased significantly from $4.8 million in 2024 to $15.2 million in 2025, reflecting effective cost savings initiatives [6] - Adjusted EBITDA rose to $12.5 million, a 4.2% increase from $12 million in the same quarter last year [16] - Non-IFRS gross margin improved to 17%, up from 13.5% in the same quarter last year [15] Business Line Data and Key Metrics Changes - Revenue from the battery swapping business reached $37.6 million, an 8.5% year-over-year increase [10] - Sales of hardware and other revenue decreased by 39.1% year-over-year to $28.2 million, primarily due to a decline in vehicle sales volume [13] - Total subscribers increased to 648,000, up 7% from 608,000 in the same quarter last year [11] Market Data and Key Metrics Changes - The overall two-wheeler market in Taiwan decreased by 11% compared to the same quarter last year, marking the lowest Q2 performance in three years [14] - Consumer confidence in Taiwan has slipped to its lowest point since April 2024, influenced by macroeconomic uncertainties [14] Company Strategy and Development Direction - The company is focused on strategic streamlining of products and solutions, aiming for long-term financial objectives including energy breakeven in 2026 and vehicle business profitability in 2028 [9][19] - Continued investment in battery upgrades and network infrastructure is seen as essential for growth, with expectations of breakeven in the battery business by 2026 [27][28] - The company is actively engaging with government officials to advocate for more aggressive subsidies and regulatory measures to accelerate electrification [23][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges posed by macroeconomic trends and consumer sentiment but remains optimistic about the second half of the year [15][19] - The company anticipates a seasonal pickup in sales and expects to meet the low end of its revenue guidance for the year, estimating full-year revenue between $295 million and $315 million [18] - Management believes the current market valuation does not reflect the fundamental value of the business and is committed to improving performance [8] Other Important Information - A new vehicle, the EZ, was launched at a price of approximately $910 after government subsidies, with strong demand anticipated [12] - The company has drawn down a $1 billion loan to enhance liquidity and strengthen its financial structure [17] Q&A Session Summary Question 1: Government's plans for aggressive subsidy programs to accelerate electrification - Management acknowledged the gap between policy ambitions and current adoption rates, indicating ongoing discussions with the government for potential subsidies and regulatory measures [22][23] Question 2: Investment cycle and expectations for net cash flow - Management confirmed that current investments in network infrastructure are critical for growth, with expectations for gradual improvement in gross margins and breakeven in the battery business by 2026 [26][27] Question 3: Update on the joint venture with Castrol in Vietnam - Management reported strong progress in the partnership, with plans for a pilot towards the end of the year and a full launch in 2026, although immediate revenue is not expected [30][31]

Financial Performance - Q2 2025 - Revenue decreased by 18.7% year-over-year to $65.8 million[60] - On a constant currency basis, revenue decreased by 22.5% year-over-year to $62.7 million[62] - IFRS Gross Margin was 0.3%, a decrease of 4.9% year-over-year[60] - Non-IFRS Gross Margin increased to 17.0%, up 3.5% year-over-year[62] - Net Loss was $(26.5) million, a decrease of $6.5 million year-over-year[60] - Adjusted EBITDA increased by 4.2% year-over-year to $12.5 million[62] Operational Metrics - Total riding distance reached 13.2 billion kilometers[53] 2025 Guidance - The company expects revenue to be at the low-end of $295 million - $315 million[65] Additional Points - Operating cash flow was $15.2 million[28] - Operating expenses reduced by 1740%[28]

Exhibit 99.1 Gogoro Releases Second Quarter 2025 Financial Results, Gogoro Continues on Its Path Towards Profitability TAIPEI. TAIWAN, AUGUST 12. 2025 - Gogoro Inc. ("Gogoro," "the Company" or "We") (Nasdag: GGR), a global technology leader in battery swapping ecosystems that enable sustainable mobility solutions for cities, today released its financial results for its second quarter ended June 30, 2025. Second Quarter 2025 Business Update and Outlook Second Quarter 2025 Financial Summary ■ Macroeconomic tr ...

Core Insights - Gogoro continues to make progress towards profitability, with improvements in non-IFRS gross margin and operating cash flow in the first half of 2025, indicating positive impacts from strategic efforts [4][5][10] - The company faced challenges in revenue due to the delayed launch of its new product, EZZY, but remains optimistic about achieving its full-year revenue targets [4][5][15] - Gogoro is focused on cost discipline and innovation, with plans for new product launches and battery pack developments in the coming years [4][5][11] Financial Performance - Total revenue for Q2 2025 was $65.8 million, a decrease of 18.7% year-over-year, and down 22.5% on a constant currency basis [5][11] - Battery swapping service revenue increased to $37.6 million, up 8.5% year-over-year, while hardware sales dropped to $28.2 million, down 39.1% year-over-year [5][11] - The gross margin was 0.3%, down from 5.2% in the same quarter last year, while non-IFRS gross margin improved to 17.0%, up from 13.5% [7][11] Cost Management - Operating cash flow improved significantly to $15.2 million in the first half of 2025, compared to $4.8 million in the same period of 2024, driven by cost-saving initiatives [5][14] - The company saved approximately $11 million in operating expenses in the first half of 2025 compared to the same period in 2024 [5][10] - Organizational restructuring and streamlined product offerings contributed to reduced operating expenses [10][14] Market Outlook - The Taiwan two-wheeler market is expected to be subdued in 2025, impacting Gogoro's revenue projections, which are now anticipated to be at the low end of the previously provided range of $295 million to $315 million [15] - International markets, particularly Korea and Vietnam, are showing positive signs with increased demand for Gogoro's solutions and supportive government policies for electrification [5][11] Product Development - Gogoro plans to launch a new vehicle in Q3 2025 and an all-new vehicle platform in 2026, alongside ongoing battery pack upgrades [5][11][15] - The company has invested approximately $100 million annually in capital expenditures over the past three years to enhance its battery swapping network [8][9]