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Antin Infrastructure Partners — Q3 2021 Earnings Presentation

10 slides from Antin Infrastructure Partners's earnings presentation, Nov 12, 2021

  1. Slide 1: 3Q 2021 AUM Announcement

    3Q 2021 AUM ANNOUNCEMENT 12 November 2021 1

  2. Slide 2: Strong performance over last twelve months

    STRONG PERFORMANCE OVER LAST TWELVE MONTHS Highlights Total AUM (€ bn) Highlights +30.7%  Strong increase in AUM of +30.7% and Fee-Paying 20.3 AUM of +23.9% 15.5  Continued strong momentum in fundraising with a focus on NextGen (target fund size of €1.2bn) 30 September 2020 30 September 2021  Inv

  3. Slide 3: Very good momentum across our business

    VERY GOOD MOMENTUM ACROSS OUR BUSINESS Fundraising, investments and exits fully in-line with expectation Fundraising (€ bn) Investments (€ bn) Exits (€ bn) 5.2 incl. co-invest 3.6 incl. co-invest 3.7 3.4 1.7 incl. co-invest 2.2 1.5 incl. co-invest 1.6 0.4 incl. co-invest 1.0 0.3 Sep-2020 LTM Sep-202

  4. Slide 4: Continued strong investment performance

    CONTINUED STRONG INVESTMENT PERFORMANCE Gross multiple uplifts across all our funds over last twelve months Fund I – 2.5x Gross Multiple 2.8 I • Fully exited 2.5x I • Above plan 2.6 2.4x II Fund II – 2.4x Gross Multiple 2.4 II • +0.2x over last twelve months 2.2 • Above plan Gross Multiple (x) 2.0 F

  5. Slide 5: Effects from the implementation of the Free Share Plan

    EFFECTS FROM THE IMPLEMENTATION OF THE FREE SHARE PLAN Free Share Plan will have non-recurring effects on our P&L Expected Non-Recurring IFRS Pre-Tax Profit Impact (€ m) Key Takeaways 2021 2022 2023 2024  Total of 7,447,629 shares and total grant value of ~€183m 1 excluding social charges - ~28  2

  6. Slide 6: Questions?

    INFRASTRUCTURE PARTNERS QUESTIONS?

  7. Slide 7: Appendix

    INFRASTRUCTURE PARTNERS APPENDIX

  8. Slide 8: Fee-paying AUM development over last twelve months

    FEE-PAYING AUM DEVELOPMENT OVER LAST TWELVE MONTHS Continued strong growth in Fee-Paying AUM Fee-Paying AUM Development Last Twelve Months (€ bn) +23.9% 3.6 - 13.5 - 10.9 (1.0)  Fund II exits: Eurofiber, Inicea  €2.2bn Mid Cap Fund I  Fund III strip sale to Fund III-B  €1.1bn Fund III-B  €0.3bn

  9. Slide 9: Key stats by fund

    KEY STATS BY FUND 3Q 2021 update AUM Fee-Paying AUM Committed Fund Vintage % invested % realised Gross Multiple Expectation € bn € bn Capital € bn Flagship Fund II 2013 2.2 0.9 2.0 80% 61% 2.4x Above plan Fund III 2016 6.3 2.9 3.6 86% 15% 1.6x Above plan Fund IV 2019 8.1 6.5 6.5 50% 0% 1.1x On plan

  10. Slide 10: Disclaimer

    DISCLAIMER This document has been prepared by Antin Infrastructure Partners S.A (“Antin IP”) solely for use for communications with its investors. This document must be treated confidentially by attendees at such presentation and may not be reproduced or redistributed to any other person. No represe

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