italian equity week

Digital Edition

7th – 9th September 2021

Italian Equity Week

│ 2

Digital Italian Equity Week

Attending Companies(48 Listed and 1 Private)

49

250 Investors from 18Countries

150 Investment Firms

1,300Meetings Requested

€335bnAggregate Capitalisation1

(over 43% of Tot Mkt Cap)

Sectoral Conferences(Consumer, Industrial & Health Care, Infrastructure & Energy)

3

Source: Borsa Italiana1. Data as of 31st July 2021

│ 3

Consumer Day

Companies available for One to One Meetings1:

AUTOGRILLLorenza Rivabene (Corporate

Development, M&A and IR Director)

Arthur Targon (IR Manager)

Emanuele Isella (IR Manager)

CAMPARIJ. He (Group IR & Corporate Finance

Manager)

DE’ LONGHIF. Micheli (Director of M&A and IR)

S. Chiodetto (IR)

F.I.L.A.Massimo Candela (CEO)

Stefano De Rosa (CFO)

Francesca Cocco (IR)

IGD - SIIQC. Albertini (CEO)

R. Nardi (Director of Planning Control

& IR)

C. Contarini (IR)

TINEXTAO. Pozzi (CFO)

J. Mastragostino (Chief Investor

Relations Officer)

UNIEUROG. Nicosanti Monterastelli (CEO)

M. Pacini (CFO)

A. Moretti (IR Director)

Attending Companies8

Aggregate Market Capitalisation (€bn)26

Investors from 9 Countries140

Investment Firms80

Requested Meetings260

Co-organising Brokers:

Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. One undisclosed company

│ 4

15

32

17

29

6

10

24

€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+

Italian Consumer Sector

58%

16%

9%

4%

3%

3%

2%1% 1%

Automobiles and Parts

Personal Goods

Beverages

Household Goods

Leisure Goods

Media

Travel And Leisure

Personal Care

Food Producers

Others

Capitalisation Breakdown by Sector1

€164 Bn

No of Companies by Market Cap range1

117Listed Companies

€164.0bn aggregatecapitalisation, representing over

21% of the total market capitalisation

€26.6bn of money raised since 2000: €12.5bn at IPO and

€14.1bn with subsequent capital increases

Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. Not inclusive of suspended companies

│ 5

Italian Consumer Sector (cont’d)

Source: FTSE Russell (Index 5 years performances – data as of 31st July 2021)

50

100

150

200

250

300

2016 2017 2018 2019 2020 2021

FTSE Italia All-Share Consumer Goods

FTSE AW Consumer Goods

+186%

+49%

60

90

120

150

180

210

2016 2017 2018 2019 2020 2021

FTSE Italia Brands

FTSE AW Consumer Goods

FTSE AW Consumer Services

FTSE AW Personal Goods

+99%

+88%

+78%

+49%

│ 6

Industrial & Health Care Day

Companies available for One to One Meetings:Attending Companies17



Investment Firms100



BIESSEP. La Tour (CFO)

A. Amurri (IR & Group Financial Manager)

CAREL INDUSTRIESF. Nalini (CEO)

N. Biondo (CFO)

G. Grosso (IR Manager)

CIRR. De Benedetti (Chairman)

M. Cavigioli (CFO)

P. Landenna (Group Controller, Sustainability & IR)

DATALOGICV. Volta (CEO)

L. Bernardelli (CFO)

V. Colucci (IR Advisor)

DIASORINR. Fava (Corporate Vice President Communication & IR)

E. Salvini (IR)

ESPRINETG. Perfetti (IR Manager)

FINCANTIERIF. Gallia (General Manger)

G. Dado (CFO)

IR Team

GVSM. Scagliarini (CEO)

M. Saccone (CFO)

INTERPUMP GROUPL. Mirabelli (Head of IR)

ITALMOBILIAREA. Melissari (IR & Business Development)

L. Cedaro (Investments & Business Development)

LEONARDOV. Ricciotti (Head of IR & Credit Rating Agencies)

MARRF. Ospitali (CEO)

A. Tiso (Strategic Business Planning, IR and IT)

L. Van Lancker (IR)

RECORDATIL. La Corte (Group CFO)

F. De Medici (Director IR & Corporate Communications)

REPLYM. Lückenkötter (IR, Director)

SOLA. Fumagalli Romario (CEO)

M. Filippi (CFO)

STMICROELECTRONICSC. Berthier (Group Vice President, Head of IR)

A. Fumagalli (Manager, Investor Relations)

ZIGNAGO VETROR. Celot (CFO & IR Manager)

Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)

│ 7

8

38

20

33

811

53

€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+

Italian Industrial & Health Care Sector

24%

16%

16%

9%

9%

8%

8%

4%

3%2%2%

Technology Hardware & Equip.

Medical Equip. & Services

Industrial Support Services

Pharma & Biotech

Software & Computer Services

Electronic & Electrical Equip.

Industrial Engineering

General Industrials

Aerospace And Defense

Chemicals

Others


€139 Bn


128Listed Companies






│ 8

Italian Industrial & Health Care Sector (cont’d)


60

80

100

120

140

160

180

200

2016 2017 2018 2019 2020 2021

FTSE Italia All-Share Industrials

FTSE AW Industrials

+50%

+85%

50

150

250

350

450

550

2016 2017 2018 2019 2020 2021

FTSE Italia All-Share Technology

FTSE AW Technology

+416%

+230%

60

100

140

180

220

260

300

2016 2017 2018 2019 2020 2021

FTSE Italia All-Share Health Care

FTSE AW Health Care

+185%

+63%

│ 9

Infrastructure & Energy Day Day

Companies available for One to One Meetings:Attending Companies24



Investment Firms110



A2AR. Mazzoncini (CEO)A. Crenna (CFO)R. Bonfiglio (Head of IR)IR Team

ACEAG. Gola (CEO)F. Paris (CFO)S. R. Songini (Head of IR & Sustainability)E. Angrisani (Head of IR)

ASCOPIAVEN. Cecconato (President & CEO) R. Paggiaro (CFO)G. Bignucolo (IR Manager & Head of Planning and Management Control)F. Gallina (M&A)F. Stevanin (General Counsel)

ATLANTIAC. Bertazzo (CEO)C. Introvigne (IR Director)T. Ribas (IR)

BUZZI UNICEMP. Buzzi (CEO Finance)L. Coaloa (IR Officer)

CEMENTIR HOLDINGF. Caltagirone (Chairman & CEO)M. M. Bianconi (Group Chief M&A, Integration and Corporate Development & IR Officer) E. Pettinari (IR)

ENAVL. Colman (CFO)V. De Domenico (Head of IR)F. R. Mazza (IR)

ENELA. De Paoli (CFO)M. Girardi (Head of IR)

ENIA. Quaggia (Continental Europe IR Manager)C. A. Mora (Italy IR Manager)P. Basilici (IR)

ERGP. L. Merli (CEO)M. Pedemonte (CFO)E. Delucchi (Chief ESG, IR & Communication Officer)

FALCK RENEWABLEST. Volpe (CEO)P. Rundeddu (CFO)G. Botta (Head of IR & ESG data Reporting)

FERROVIE DELLO STATOS. Pierini (Managing Director Finance, IR, Insurance & Assets)V. Iezzi (Head of DCM)

HERAT. Tommasi di Vignano(Chairman)S. Venier (CEO)J. Hansen (Head of IR)

INWITG. Ferigo (CEO)D. Galli (CFO)F. Ruffini (Head of IR)

IRENG. Armani (CEO)M. Levrino (CFO)G. Domma (Head of IR)

ITALGASP. Gallo (CEO)G. Amoroso (CFO)A. M. Scaglia (Head of IR & ERM)A. Iobbi (IR)

PRYSMIANM. C. Bifulco (Chief Sustainability Officer & Group IR Director)M. Battaini (Chief Operating Officer)

RAI WAYA. Mancino (CEO)A. Pellegrino (CFO)G. Benucci (Chief CorporateDevelopment)A. Cairati (Head of IR & Sustainability)

SALCEF GROUPV. Salciccia (CEO)F. De Masi (CFO)A. Crosa (IR & Sustainability Manager)

SARASD. Scaffardi (CEO)F. Balsamo (CFO)I. Candotti (Head of IR)

SNAMA. Pasini (CFO and Chief

International & Business Development Officer)F. Pezzoli (Head of IR Team)G. Belloni (IR Team)P. De Luca (IR Team)

TELECOM ITALIAG. Ronca (CFO)

C. Bardelli (Head of IR)

TERNAS. Donnarumma (CEO)

M. Paolucci (Head of External Relations,Institutional Affairs and Sustainability)A. Scornajenchi (CFO)O. Al Bayaty (Head of IR & ESG)

WEBUILDM. Ferrari (GM Corporate

and Finance)M. Pompei (CFO)A. Karaj (Head of IR)A. Mirabelli (Budgeting and Planning Director)

Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)

│ 10

2

14

7

19

6

13

4

7

€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+

Italian Infrastructure & Energy Sector

42%

26%

14%

7%

6%

5%1% 0.1%

Electricity

Oil, Gas And Coal

Industrial Transportation

Telecomm. Service Providers

Gas, Water & Multi-Utilities

Construction & Materials

Media

Alternative Energy


€260 Bn


73Listed Companies






│ 11

Italian Infrastructure & Energy Sector (cont’d)


30

40

50

60

70

80

90

100

110

120

130

FTSE Italia All-ShareTelecommunications

FTSE AWTelecommunications

40

60

80

100

120

140

160

180

200

220

FTSE Italia All-ShareIndustrial Transportation

FTSE AW IndustrialTransportation

60

80

100

120

140

160

180

200

FTSE Italia All-ShareUtilities

FTSE AW Utilities

+79%

+21%

40

60

80

100

120

140

FTSE Italia All-Share Oil& Gas

FTSE AW Oil & Gas

(12%)

+91%

(24%)

(9%)

(8%)

(12%)

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