Equita Group Spa · MIL:EQUI

Equita Group Spa — FY2024 Earnings Presentation

12 slides from Equita Group Spa's earnings presentation, Mar 25, 2025

  1. Slide 1: EQUITA Group FY'24 Financial Results

    EQUITA Group FY’24 Financial Results March 25th, 2025 – IR Conference Call 1

  2. Slide 2: Financial highlights (FY'24)

    Financial highligths (FY’24)

  3. Slide 3: 2024: a year where we invested a lot despite the difficult environment

    2024: a year where we invested a lot despite the difficult environment Key Consolidated Highlights €79m €14m FY Net Revenues FY Net Profits €0.35 22% 3.7x 194 (-9% vs FY’23) (-13% vs FY’23) Dividend Return on IFR # of per share Tangible Equity Ratio professionals €24m €4m (proposal) (ROTE) (vs 3.6x

  4. Slide 4: Things are gradually improving also in Italy, especially in M&A, DCM and Trading

    Things are gradually improving also in Italy, especially in M&A, DCM and Trading, but subdued volumes on mid-small caps and lack of IPOs persist Third Parties Brokered Volumes (1) ▪ Euronext Milan +22% YoY YTD Feb’25 ▪ Euronext Growth Milan (39%) YoY Market figures ▪ Bonds (4%) YoY Equity – Euronext

  5. Slide 5: EQUITA recorded growth in client-related business in Global Markets, M&A advisory and asset management fees

    EQUITA recorded growth in client-related business in Global Markets, M&A advisory and asset management fees. Transition year in capital markets Trend in Net Revenues since IPO Commentary on FY’24 results +3% Client-related 40,3 40,9 40,6 business YoY ▪ Mid-single-digit growth in S&T thanks to buoyan

  6. Slide 6: Discipline on comps-to-revenues and operating expenses confirmed by P&L figures

    Discipline on comps-to-revenues and operating expenses confirmed by P&L figures, despite inflation and investments aimed at building our “ready-for-the-future” structure Key Consolidated Highlights Focus on Personnel Costs FY’24 FY’23 Var % 4Q’24 4Q’23 Var % FY’24 FY’23 Var % Compensation- to-revenu

  7. Slide 7: Investments completed in 2024 have set the ground for future growth

    Anyway, the investments completed in 2024 have set the ground for future growth Summary of recent strategic developments Rationale and impacts ▪ Consolidation of minorities and increase in Net Profits EQUITA K Finance Acquisition of the remaining 30% minority stake ▪ Strengthening of the partnership

  8. Slide 8: Focus on key recent announcements

    Focus on key recent announcements

  9. Slide 9: Key recent announcements involving governance and shareholders

    Key recent announcements involving governance and shareholders New shareholders’ pact and changes to the organizational structure Outer circle: % share capital Inner circle: % of votes (AGM) Management team strongly New Shareholders’ Pact committed, with a long-term Market / 52% involving 38 signato

  10. Slide 10: Q&A

    Q&A =EQUITA

  11. Slide 11: Disclaimer

    Disclaimer This presentation shall be considered as confidential. It may not be reproduced, redistributed or passed on, directly or indirectly, to any other person or published, in whole or in part, for any purpose. The views presented herein, which do not purport to be comprehensive, are for discus

  12. Slide 12: www.equita.eu

    =EQUITA www.equita.eu

EQUITA Group — FY2024 Earnings Presentation on 6ix