Bullish Case: CVGI's integration of EV components aligns with surging demand for commercial electric vehicles. Policies supporting EV initiatives, like tax exemptions, could propel growth, capturing significant market share, particularly as infrastructure investments expand.

Bearish Case: Heightened competition and slow adaptation to evolving technology may inhibit CVGI's ability to maintain market share. Potential regulatory changes favoring faster EV adoption could negatively impact traditionally diesel-reliant business models.

Potential Outcomes:

• 70%: Robust growth in the electric commercial vehicle market increases CVGI's revenues.
• 20%: Increased EV competition limits CVGI's growth potential in key sectors.
• 5%: Rapid transition to hydrogen vehicles adversely affects CVGI's operations.
• 5%: Unforeseen regulatory changes disrupt market dynamics negatively for CVGI.

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December 18, 2024