Ubaldi Costruzioni Spa · MIL:UBA
Ubaldi Costruzioni Spa — NEXT GEMS 2026
17 slides from Ubaldi Costruzioni Spa's conference presentation, October 2026
Slide 1: NEXT GEMS 2026
NEXT GEMS 2026 October 2026
Slide 2: Speakers
SPEAKERS MASSIMO UBALDI GENNARO PICARELLI Chief Executive Officer Chairman of the Board of Directors 2 Investor Day
Slide 3: Company Overview
COMPANY OVERVIEW
Slide 4: At a Glance
AT A GLANCE URBAN DEVELOPMENT ROADWORKS SPORTS FACILITIES MARITIME WORKS HYDRAULIC WORKS WORKS Ubaldi Costruzioni S.p.A. is a construction group operating in two main areas: civil engineering infrastructure, including roads, highways, aqueducts, ports, docks, green areas, and parking lots; and build
Slide 5: Business Model
BUSINESS MODEL BUSINESS DEVELOPMENT ENGINEERING EXECUTION Public Contracts Acquisition Managed internally by the Technical Site management is assigned to an Office, made up of professionals internal supervisor (engineer or Participation in public tenders, with including engineers and surveyors. For
Slide 6: 1H 2026 Financial Results
1H 2026 FINANCIAL RESULTS
Slide 7: 2026 Highlights
2026 HIGHLIGHTS The 1H 2026 results reflect solid growth across the main financial indicators, with an improvement in the key economic metrics. As of June 30, 2026, Total Backlog stands at €207.8 million, comprising 55 orders, supported by a €272.4 million pipeline, of which €234.2 million is pendin
Slide 8: 1H 2026 Key Data
1H 2026 KEY DATA (€/M) 2025 - 2026 Growth 2025 - 2026 Value of 25.6 +49.5% YoY 17.1 • Value of Production up 49.5% supported Production H1 2025 H1 2026 by sales revenue growth of 43.7% (H1 2026 vs H1 2025), driven by progress of EBITDA +6.1% YoY 4.6 4.8 projects included in the order backlog H1 2025
Slide 9: Net Financial Position
NET FINANCIAL POSITION (€/M) Positive Items Negative Items Total 4.8 (4.3) 8.3 0.01 (0.05) (1.5) (0.6) 6.8 (0.1) 0.2 NFP FY EBITDA Change Net Repayment Taxes Financial Change Others NFP 1H 2025 in NWC Investments of bank Income in equity 2026 loans and Expenses 9 Investor Day
Slide 10: Business Achievements
BUSINESS ACHIEVEMENTS
Slide 11: Diversification - SOA Certifications
DIVERSIFICATION - SOA CERTIFICATIONS OG1 OG3 OG6 OG7 OG8 OG11 Civil Construction Road works Water, gas, oil Maritime works River works Technological pipelines systems OS1 OS11 OS12A – OS12B OS21 OS22 OS23 Ground works Special structural Road barriers and Special structural Water treatment Demolition
Slide 12: Backlog
BACKLOG As of June 30, 2026, the Backlog amounts to approximately €207.8 million, maintaining solid levels and ensuring high visibility regarding future revenues. The Backlog currently consists of 55 active projects. Following the tender outcome, the €23.2 million Marche Region project was included
Slide 13: Commercial Pipeline
COMMERCIAL PIPELINE The €272.4 million commercial pipeline includes around €234.2 million in bids already submitted and currently awaiting outcome. The pipeline is focused on segments that align with Ubaldi Costruzioni’s technical know-how, with some tenders pursued in partnership with leading indus
Slide 14: Strategy
STRATEGY
Slide 15: Strategy
STRATEGY Acquire strategic companies in the maritime, river sectors, GROWTH THROUGH and consolidation of rock walls, to expand expertise, EXTERNAL LINES diversify the portfolio, and consolidate market positioning Increase SOA certification amounts to qualify for larger CERTIFICATIONS public tenders
Slide 16: Disclaimer
DISCLAIMER This document (the “Document”) is strictly confidential and has been prepared by Ubaldi Costruzioni S.p.A., based in part on information and financial data provided by its shareholders as well as on publicly available information and documentation, with the purpose of providing recipients
Slide 17: Strada Provinciale Bonifica, Maltignano (AP) – Italia
Strada Provinciale Bonifica, 20 63085 Maltignano (AP) – Italia