How Are [FTSE AIM 100] and EV-Adjacent Shares Supporting Mobility?

2 min read | June 01, 2026 06:32 AM BST | By Vivek Singh

Highlights

  • EV charging-related businesses support charging infrastructure development.
  • Volex (LSE:VLX) supplies power and cable products with EV exposure.
  • ITM Power (LSE:ITM) develops hydrogen-electrolyser technology.

Electric mobility extends beyond vehicle manufacturers to include infrastructure, power systems and supporting technologies. Several London-listed companies provide exposure to these adjacent areas.

Charging-equipment businesses, Volex and ITM Power represent different approaches to supporting electrification and alternative-energy development. Validated [FTSE AIM 100] constituent ITM Power provides an index reference within the group.

Why Are Charging-Related Businesses Important to Electric Mobility?

Charging-equipment providers support residential, commercial and public charging infrastructure. Their activities are linked to broader electric vehicle adoption trends.

How Does Volex Participate in EV-Related Markets?

Volex (LSE:VLX) supplies power cords, cable assemblies and charging-related products. The business also serves broader electronics and data-related applications.

What Is ITM Power’s Role in Hydrogen Technology?

ITM Power (LSE:ITM) develops electrolysers used to produce hydrogen from renewable electricity. Its activities are connected to hydrogen technology and industrial decarbonisation themes.

What Links Charging Infrastructure, Cabling and Hydrogen Solutions?

All three areas support the wider transition toward alternative energy and electric mobility. Each addresses different infrastructure and technology requirements.

How Does the EV Adoption Environment Affect These Businesses?

Adoption rates, project economics, commercialisation progress and infrastructure investment can influence sector activity and demand.

Why Are Commercialisation and Scale Important Considerations?

Many emerging technology businesses require successful deployment, customer adoption and operational scale to support long-term development.

What Risks Are Associated With EV-Adjacent Technologies?

Businesses may face adoption challenges, competition, financing requirements and commercialisation risks. Outcomes can depend on evolving market conditions and technology deployment.

Frequently Asked Questions

  • Why are EV-adjacent businesses different from vehicle manufacturers?
    They supply infrastructure, components and supporting technologies rather than manufacturing vehicles directly.
  • What is an electrolyser?
    An electrolyser uses electricity to produce hydrogen, a technology developed by ITM Power.
  • Why can EV-adjacent sectors be higher risk?
    Many businesses depend on adoption rates, project economics and commercial execution.

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