Vonovia Se · XETR:VNA
Vonovia — Investor Day (September 2022)
13 slides from Vonovia's investor day presentation, Sep 27, 2022
Slide 1: Capital Markets Day: Decarbonization Software
Capital Markets Day Decarbonization Software September 27, 2022
Slide 2: Commitment to Sustainability
Commitment to Sustainability Climate-neutral Portfolio by 2045 CO2 intensity in kg CO2e/sqm per year1 The 3 levers of our climate path 1 Continue deep renovation. 45 39.5 40 38.4 2025 31.6 kg 35.2 34.1 2 35 32.8 2030 <25 kg Replace conventional heating with hybrid systems and 30 heat pumps. 25 PV on
Slide 3: Sustainability: Strategy Defined and Targets Set
Sustainability Strategy Defined und Targets Set Public conditions and obligations… … meet real life challenges Numerous and diverging accounting EU & Federal Government standards and rating models Climate neutrality in 2045; EU taxonomy regulations Social acceptance and responsibility ESG Ratings /
Slide 4: Increasing ESG Reporting Requirements…
Increasing ESG Reporting Requirements… …Underline Need for Digitalization Increasing requirements by capital markets and stricter regulation. Real estate companies are bound to give transparent account of their climate strategy and risk assessments (CSRD, Taxonomy, TCFD etc.) EU taxonomy defines two
Slide 5: From Strategy to Implementation
From Strategy to Implementation Successful Decarbonization and Digitalization… Starting point Implementation Result Strategy consists of Two metrics of great Vonovia developed the several distinctive importance: Decarbonization Tool modules, which are Reduction carbon together with right° and transp
Slide 6: Decarbonization Tool
Decarbonization Tool Digital Representation of the Real Estate Portfolio and Its Carbon Emissions Energetic portfolio data Clustering and building costs Rents Data from Energy Performance Clustering according to IWU1 Current rents of portfolio. Certificates (EPC) for final energy typology with sophi
Slide 7: Climate-neutral Real Estate Portfolio…
Climate-neutral Real Estate Portfolio… …Has to Be Managed On Various Levels Building on rich data sources Defining targets on every level Data base Actual 2022 33,7 EPC and basic building data Vonovia Target 2030 24,4 Vonovia Strategy Scope Heating and hot water energy demand Actual 2022 32,6 Nort
Slide 8: Climate Pathway for CO2 Reduction
Climate Pathway for CO2 Reduction Tool Calculates Modernization Pathway for Each Building and Urban Quarter in Vonovia‘s Portfolio CO2 intensity in kg CO2e/sqm per year 40 35 30 25 20 15 10 5 0 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2
Slide 9: Various Benefits…
Various Benefits… …of Substantial Value to Vonovia Long-term Long-term climate impact of portfolio is shown by calculated XDC metric. climate impact Determination whether portfolio reaches climate neutrality post investment. Deduction of Distinctive pathway for each building, urban quarter or region
Slide 10: Perspective for Internal Use
Perspective for Internal Use Developing an Integrated Portfolio Management System Decarbonization Tool IT & Process Integration Portfolio Management System Top-down modeling of decarbonization Integration of existing data structures Integrated German portfolio on single user measures and prioritizat
Slide 11: Potential External Use
Potential External Use Possible Applications Sustainability assessment for new constructions (Third-party) acquisition assessment (climate due diligence) Examine and assess climate pathway for third parties Implement climate pathway for externally managed portfolios Manage ESG reporting for third pa
Slide 12: Live Demo
Live Demo 2022-09-27 | Capital Markets Day 12
Slide 13: Disclaimer
Disclaimer This presentation has been specifically prepared by Vonovia SE and/or its affiliates (together, “Vonovia”) for internal use. Consequently, it may not be sufficient or appropriate for the purpose for which a third party might use it. This presentation has been provided for information purp