“… Tesla S Model it’s what Marty McFly might have

brought back in place of his DeLorean in “Back to

the Future” ...” Consumer Report May 2013

CONTENTThe

industry

The

Company

The

Model S

The

Triple bottom line

Conclusion

1

2

3

4

5

The

INDUSTRY

The EV Industry

Most promising technology

Revolutionize the cost of mobility

Technology driven

Full of uncertainties

Full of competition

Government deeply involved

20 million EVs on the road by 2020Source: EVI

The

COMPANY

Tesla Motors Inc – Elon Musk

Co founder of:

42 years old

At 12 he sold a computer code for a video game

called Blastar

Academic career:

Queens university

Wharton School

University of Pennsylvania

He is actually being compared with the Marvel fictional character Tony Stark (Iron Man) for his actual work in

robotics and for being focused to protect the environment

President of:

Tesla Motors

Established in 2003

2010 Initial Public Offering

Tesla Roadster

Model S

Model X

Powertrain components suppliers

The

Model S

Tesla´s Model S

Second electric car

Basic Model price: USD 69.900

Released in June of 2012 (2.300 pre

ordered units)

Secret of success: a complex habitat of

batteries plugged into the car

The batteries last longer and can be

recharged faster

It can go from 0 to 60 mi in 4 secondsDesign + manufacturing are kept inside the company = Intellectual property

The new Ford Motors + Exxon Mobil (vertical integration)

Tesla´s Model S

Special pack of services

Leasing option (US Bank and Wells

Fargo)

Buy back option at a fixed rate

Free lend of an Model S while

maintenance is being done

Vertical integration on sales focused on

customers experience

Wide range of stores all over the world: San

Francisco, New York, Geneva, Paris,

Berlin, Copenhagen, Hong Kong and

Sydney

Tesla´s Model S Positioning

First Luxury car 100% electric

Outstanding performance

Package of services

The

Triple bottom line

TBL: Social

Gas savings

Federal tax credit

Lower service and maintenance expense

Time and hassle

Impact on the community and economy

Other incentives

TBL: EnvironmentalPROS

Zero tailpipe emissions

Economic support from Federal and Local

governments

No noise pollution

Improve the efficiency of utilization of energy

Less waste

CONS

“Relocation” of environmental externalities:

In the vehicle supply chain like metal depletion

In the Power Plants that produces electricity

TBL: Financial

Stock price increased 6 times from

its initial price

Doubled its revenue in 2012

Revenue Projection of Model S in

2013: 1.2 billion USD

Conclusion

“I thought: 'Well, what are some of the other problems that are likely to

most affect the future of humanity?' Not from the perspective, 'What's

the best way to make money?'” Elon Musk, Tesla CEO

QUESTIONS