Cordiant Digital Infrastructure Limited · LSE:CORD
Cordiant Digital Infrastructure — Investor Presentation (September 2026)
90 slides from Cordiant Digital Infrastructure's investor presentation, Sep 30, 2026
Slide 1: Cordiant Digital - Analyst & Shareholders' visit to Emitel
Cordiant Digital - Analyst & Shareholders’ visit to Emitel Cracow, 30 September 2026
Slide 2: Let's meet today's speakers
Let's meet today's speakers:
Slide 3: Let's meet today's speakers
Let's meet today's speakers:
Slide 4: Let's meet today's speakers
Let's meet today's speakers: Urszula Kryńska Head of the Analysis and Forecasting at PKO Polish Bank over 10 years of experience in banking and financial institutions, expert in real economy analyses
Slide 5: Agenda
AGENDA ❑ 9:30 - 10:00 Steven Marshall presentation ❑ 10:00 - 10:20 Macroeconomic overview ❑ 10:20 - 10:30 Coffee break ❑ 10:30 - 11:00 Market Overview ❑ 11:00- 11:50 Business Overview ❑ 11:50- 12:00 Coffee break ❑ 12:00 - 12:40 Delivering Results ❑ 12:40 - 13:10 Emitel Next. 2030 Strategy Overview ❑
Slide 6: Informacja poufna • Strictly confidential
Informacja poufna • Strictly confidential
Slide 7: Macroeconomic overview
Informacja poufna • Strictly confidential Macroeconomic overview Urszula Kryńska Head of the Analysis and Forecasting at PKO Polish Bank
Slide 8: Poland: The economy that keeps delivering
Poland: The economy that keeps delivering
Slide 9: Impressive tale of economic growth
ae Impressive tale of economic growth
Slide 10: Perception of Poland today
1. Perception of Poland today EUROPE’S NEW EDITION MARCIN PIATKOWSKI ® WORLD BANK GROUP Lessons from Poland, Insights for Poland: The Telegraph aul Rk Ope ihe Nah Econ LMS Danicl Johnson Europe's iuiuned is looking finareasingly Polish Economist The £&
Slide 11: Poland is seen as Europe's growth champion
als Poland is seen as Europe’s growth champion Ww At the start of transformation Poland was ,, poorer” than Ukraine. This year it is set to overtake both Spain Bank Polski and Japan in GDP per capita in PPP terms GDP per capita in purchasing power parity (PPP) according to the IMF forecast 100 thous
Slide 12: Catching up with the global frontier
1. — Catching up with the global frontier Ww While large European economies have been underperforming the US, Poland has been closing the gap Bank Polski GDP per capita in purchasing power parity (PPP) according to the IMF forecast 110 % of United States GDP PPP per capita IMF forecast 100 —_- —Germ
Slide 13: European growth champion
1. European growth champion On pair with Asian countries Cumulative GDP growth in the 21st century (2025 vs 2000) 160 140 120 100 80 60 20 147,1 32,9 EU Poland GDP per capita in PPP after reaching 25,000 international dollars 55000 50000 45000 40000 35000 30000 25000 20000 constant 2021 internationa
Slide 14: Poland will soon be the 20th largest economy
1. Poland will soon be the 20th largest economy According to IMF forecast Nominal GDP projected in 2030 United States China Germany India United Kingdom Japan France Brazil Italy Canada Russia Mexico Australia Spain Korea Indonesia Turkiye Netherlands Saudi Arabia Poland § 000 10 000 16000 20000 300
Slide 15: Why Poland? What drove this economic miracle?
rr Bank Polski 2. Why Poland? What drove this economic miracle?
Slide 16: Export expansion has been the key engine of growth
2. ~ Export expansion has been the key engine of growth Ww And the main reason for employment growth Domestic value added generated by foreign demand 30 25 10 %of value added Share of domestic employment embodied in foreign final demand 70 60 50 40 30 20 10 —Total ——Manufacturing §——Services 1995 20
Slide 17: Reduction of unemployment rate, employee compensation growth
2. Reduction of unemployment rate, employee compensation growth Ww Alarge labour reserve has been absorbed over the past two decades, pushing unemployment from the Bank Polski highest to the lowest rates in Europe. Strong wage growth has laid the foundations for robust consumption. Harmonized unempl
Slide 18: Golden age for households
2. Golden age for households id Unprecedented growth of real household income Bank Polski Real household income per capita 200 180 160 140 120 100 index, 2007=100 — France —Germany —Poland United States ——OECD average 2007 2009 2011 2013 2016 2017 2019 2021 2023 2025 "
Slide 19: EU-accession marked the beginning of strong capital inflows
2. ~ EU-accession marked the beginning of strong capital inflows Ww Both in form of EU funds, and as private capital investments Bank Polski FDI inflows Expenditures of EU funds in Poland "8 %of GDP 4.5.) %of GDP, 12mrolling sum Cohesion funds mCAP mRRF z 0 2 , Jan-05 Jon-08 = Jan-11 Jan-14. Jan-17
Slide 20: Higher defence spending could create opportunities for growth
2. Higher defence spending could create opportunities for growth Ww Model results indicate that SAFE could boost GDP without a significant increase in inflation Bonk Polski Defence spending in selected NATO countries Impact of the SAFE programme on GDP and inflation depending on the share of funds f
Slide 21: Poland is the regional leader in GDP growth
2. ~ Poland is the regional leader in GDP growth — in past and future Ww Poland remains a “green island”, continuing to stand out positively against the CEE region. Romania is the Bonk Polski negative outlier (reflecting the impact of significant fiscal consolidation). Bloomberg consensus GDP growth
Slide 22: Bulletproof economic growth in Poland
2. Bulletproof economic growth in Poland Ww Since the end of 2024, GDP has grown in every quarter despite shocks. The Polish economy is characterised Bank Polski by stable and strong economic growth. GDP, household consumption and investment growth 20 %YIY, PP PKO BP forecast 15 10 5 0 1 — r r VY 3
Slide 23: Poland gaining market shares and moving up global value chains
2. ~ Polandis gaining market shares and moving up global value chains Ww The complexity of exports has been improving Share of Poland and Germany in global exports 10 —Germany —Poland 2000 2004 2008 2012 2016 2020 2024 Average value of 100 kg of exports EUR/100kg —Germany —Poland 2004 2008 2012 2016
Slide 24: Poland is an increasingly important trading partner
2. Poland is an increasingly important trading partner Ww Connections work in both sides Import to Germany by country 10 % of German imports Poland France italy Spain 2000 2004 2008 2012 2016 2020 2024 Export from Germany by country in 2025 United States 94 France Netherlands Poland Italy China Aust
Slide 25: Fiscal and monetary environment
3. Fiscal and monetary environment
Slide 26: Double-digit price growth again? Not this time
4. ~ Double-digit price growth again? Not this time Inflation may temporarily exceed 4% but will return (permanenily) to the target in 2h27. The limited increase Bank Polski in inflation despite the oil shock is due, among other factors, to falling food prices. CPI inflation forecasts — current and
Slide 27: No NBP rate hikes in 2026, careful rate cuts in 2027
4. No NBP rate hikes in 2026, careful rate cuts in 2027 Ww Despite elevated volatility in market expectations for interest rates, we expect NBP rates to remain stable in Bank Polski 2026, followed by 3 cuts of 25 bp each in 2027, as inflation returns to target. NBP reference rate Bs * PKOBP forecast
Slide 28: Poland's only macroeconomic imbalance is fiscal
4. ~ Poland's only macroeconomic imbalance is fiscal Ww Poland stands out negatively compared with the CEE region and the EU, with the largest fiscal deficit but still Bonk Polski has only moderate level of public debt Poland's fiscal deficit — 2027 acc. to budget draft Public debt as % of GDP at th
Slide 29: Poland is the least leveraged economy in Europe
4. Poland is the least leveraged economy in Europe Ww Significant room to respond to shocks (mainly on the side of private sector) Bank Polski Private and public debt in 2025 against 2019 400 %of GDP Bprivate debt public debt @sum of private and public debtin 2019 e 250 200 150 100 50 J to} Poland C
Slide 30: FX forecasts
4. — FX forecasts We expect EURPLN to stabilise, with a slight strengthening of the PLN at the end of 2026 and weakening in 2027. EURPLN and USDPLN 4,40 4,20 5 4,00 3,80 5 3,60 ——EURPLN ——USDPLN 3,40 dJan-24 Jan-25 Jan-26 Jan-27 Jan-28 dJan-29 Real effective exchange rate 140 Index, appreciation 202
Slide 31: Solid foundations for media market growth
4. Solid foundations for media market growth
Slide 32: Poland clearly offers more room for TMT market growth
4. ~ Poland clearly offers more room for TMT market growth Ww Advertising saturation is lower than in mature markets, but it keeps growing rapidly Bank Polski Revenue in the advertising market vs GDP in 2024 Growth of advertising market in Poland Sweden 1,00 20 Czechia Austria ig Denmark France 10 N
Slide 33: Polish media and advertising market primed for structural growth
4. Polish media and advertising market primed for structural growth Ww Video streaming clearly gains ground while linear TV is still relatively strong Bonk Polski Market share of media categories in 1h26 5G coverage in the 3.4-3.8 GHz band in 2025 Italy Netherlands Spain Denmark Slovakia France Bulg
Slide 34: Thank You!
Thank You!
Slide 35: Disclaimer
Disclaimer This material ("Material") is provided for information purposes only and does not constitute an offer within the meaning of the Civil Code, nor a recommendation to enter into any transciction involving the purchaise, sale or other transfer of any financial instrument. The Bank has made al
Slide 36: Coffee break
Informacja poufna • Strictly confidential Coffee break
Slide 37: Market Overview
Informacja poufna • Strictly confidential Market Overview Maciej Pilipczuk Petra Pawłucka Chief Executive Strategy Director Officer
Slide 38: Broadcast: DTT and Radio penetration remains highly resilient
Market Overview Broadcast | DTT and Radio penetration remains highly resilient despite OTT / VOD development Healthy and stable DTT penetration… …with High TV and Radio consumption. Number of Radio licences is keeping stable… June 2026 TV penetration in Poland Daily hours of broadcast TV watched per
Slide 39: Infrastructure: Surging data usage and 5G densification
Market Overview Infrastructure | Surging data usage and 5G densification mandate further network expansion 6th largest tower market in Europe… …fast growing data usage. 1 Poland is a mature market with four MNOs, Play being the market leader Number of sites (k) by Data usage (GB per month) 2 country
Slide 40: DC: Growing enterprise colocation demand
Market Overview DC | Growing enterprise colocation demand presents a clear market entry opportunity Data centre enterprise colocation demand, MW1 Enterprise co - location demand - retail Enterprise co - location demand - wholesale +8,4% 87,1 80,9 74,9 69,1 63,6 57,8 58,2 49,4 52,7 44,3 71,9 60,9 66,
Slide 41: Drones: Infrastructure security and U-space management
Market Overview Drones | The shift toward infrastructure security and U - space management unlocks a high - growth adjacent market Dynamic growth of drone market in Poland.. ..hand - in - hand with operational adoption. 1 Poland’s Drone Market Is Rapidly Evolving into Scalable Phase of Growth Core d
Slide 42: The Forces Shaping Our Future Markets
Market Overview Market | The Forces Shaping Our Future Markets Market Key Trends Our Mandate ▪ Linear TV audience is aging, streaming is ▪ Digitize the core offering to enhance growing, but DTT remains a stable value and lead in addressable TV. Broadcasting & Multimedia platform. ▪ Drive product dev
Slide 43: Competitive Landscape: Defining Our Competitive Edge
Market Overview Competitive Landscape | Defining Our Competitive Edge Business Line Key Competitors Emitel's "Right to Win" ▪ Unmatched Scale: Direct access to ~2 million HbbTV sets. Multimedia (DAI, HbbTV ) ▪ Integrated Offering: Combining ▪ Specialized tech players broadcast and digital ad product
Slide 44: Business Overview
Business Overview Maciej Pilipczuk Jerzy Godek Chief Executive Chief Technology Officer Officer
Slide 45: Emitel Today: An unrivalled leader in broadcast infrastructure
Business Overview Emitel Today | An unrivalled leader in broadcast infrastructure with highly resilient, cash - generative operations Emitel is the leading independent broadcasting and telecom infrastructure operator in Poland #1 6 c.99% 2 National MUXes Population IPTV/OTT Technical operator of all
Slide 46: Revenue Profile
Business Overview Revenue Profile | Revenue base anchored by long - term contracts and blue - chip clients TV Broadcasting Telecom Radio Broadcasting Data Center & Multimedia Infrastructure &Transmission Revenue 58% 20% 22% 1% Contribution (FY25) Revenue: PLN 399 m Revenue: PLN 136 m Revenue: PLN 15
Slide 47: Infrastructure: Vast network of sites with tall masts
Business Overview Infrastructure | Vast, state of the art network of sites with many tall masts providing superior coverage Portfolio of 776 sites Highly mutualised infrastructure Emitel towers portfolio by type and height Telecom Guy - Con - Height (m) Roof - tops wired Metal Tower crete Total 522
Slide 48: Infrastructure: Nationwide portfolio of towers
Business Overview Infrastructure | Nationwide portfolio of towers Sites are located in unique locations, used for: ▪ broadcasting services (radio & television), ▪ own data transmission services (radio links), ▪ mobile systems (LTE, 5G, GSM) ▪ emergency communications (i.e. Tetra) Emitel sites by loc
Slide 49: Operations: Transmission network
Business Overview Operations | Transmission network Backbone network topology Distribution network topology 1Gb/s 10Gb/s 100Gb/s 10Gb/s radio link ▪ The Emitel backbone network connecting main hubs is based on fibre optic links of 100 Gbit/s capacity ▪ 391 km of own fibre network ▪ All main intercon
Slide 50: Operations: Data Center
Business Overview Operations | Data Center Warsaw area Warsaw area Cracow area 0.8 MW Błonie 1 Raszyn Chorągwica potential Class Tier 3+ Tier 3 Tier 2+ Power 2MW 450kW 500kW (2MW) PUE 1.5 (target 1.4) 1.7 n/a 5 FO routes 3 FO routes 2 FO routes Connection 8 operators 3 operators 3 operators Area 900
Slide 51: People first
Business Overview People first | Fostering a high - performance culture and investing in employee development A strong, values - based culture that supports …An employer that attracts talented staff – a working management and high levels of engagement…. environment where employees want to stay Posit
Slide 52: Regulatory: Navigating a highly regulated market
Business Overview Regulatory | Proactively navigating a highly regulated market to protect our core assets Navigating complex regulatory environment while pursuing clear business goals Regulator Key Responsibilities Recent regulatory changes ▪ Frequency management: reservation decisions for ▪ July 2
Slide 53: ESG Commitment: Leading with purpose
Business Overview ESG Commitment | Leading with purpose Significant reduction of Emitel’s carbon footprint, active support for social initiatives all while maintaining lean and effective corporate governance Environment Social Governance We reached our decarbonisation target for We cultivate an envi
Slide 54: Compliance: Building trust of stakeholders
Business Overview Compliance | Building trust of stakeholders Emitel as ”key entity” under KSC Act and ”strategic enterprise” maintains high standards in Compliance, securing trust of stakeholders Legal Compliance Internal Audit & Financial Audit Cybersecurity Legal Department and General Counsel as
Slide 55: Coffee break
Informacja poufna • Strictly confidential Coffee break
Slide 56: Delivering results
Informacja poufna • Strictly confidential Delivering results Maciej Gumulski Jarosław Helman Chief Financial Chief Commercial Officer Officer
Slide 57: Strong performance proves our ability to grow EBITDAaL
Delivering results 2022 - 2025 | Strong performance proves our ability to grow EBITDAaL while funding initial expansion …delivering robust margin Sustained expansion of non - performance and steady EBITDAaL broadcasting services growth…. CAGR CAGR +7,9% +8,5% REVENUE EBITDAaL 689 441 657 410 594 345
Slide 58: Revenue diversification beyond broadcasting is underway
Delivering results 2022 - 2025 | Revenue diversification beyond broadcasting is already underway REVENUE 2022 - 2025 689 CAGR +7,9% 657 33 ( 4,8% ) 32 ( 4,9% ) Pilar I - Core 594 121( 17,6% ) (Broadcasting, Multimedia) 32 ( 5,3% ) 548 116( 17,6% ) Pilar II - Towers 34 ( 6,2% ) Pilar III - New Growth
Slide 59: Strict cost discipline while capital is deployed into growth
Delivering results 2022 - 2025 | Strict cost discipline m aintained while capital is deployed into growth projects CAPEX 2022 - 2025, PLNm 120 Growth Maintenance 88 Optimization 85 68 49 61 30 26 30 31 29 28 6 9 6 7 2022 2023 2024 2025 OPEX 2022 - 2025, PLNm Only +0,1% Energy 247 248 232 Other Non L
Slide 60: Leverage remains controlled despite CAPEX and distributions
Delivering results 2022 - 2025 |Leverage remains c ontrolled despite CAPEX investments and capital distributions Total Net Debt 2023 - 2025, PLNm 1.255 1.386 1.237 1.146 9 9 9 8 CASH 0 202 100 0 FINANCE LEASE 1.470 1.290 1.357 1.403 SHAREHOLDER LOAN REFINANCING FACILITY - 224 - 115 - 229 - 265 2022
Slide 61: Emitel has grown its portfolio of mobile towers by 27%
Delivering results Infrastructure | Emitel has grown its portfolio of mobile towers by 27% since the entrance of CORD ▪ Emitel has a key focus on growing its mobile tower platform in line Emitel’s Tower Portfolio development with CORD’s Buy, Build & Grow approach 776 ▪ Emitel successful refinancing
Slide 62: Case study: Positive impact of bolt-on M&A
Delivering results Case study | Positive impact of bolt - on M&A Substantial synergies … which translates ▪ Target was a tower business, providing improved reported EBITDAaL … directly into growth in EV broadcasting and telecommunications services. It was acquired by Emitel in 2024. ▪ Synergies were
Slide 63: DC Błonie: first 2MW anchor in Warsaw market
Delivering results DC Błonie | The Błonie acquisition successfully establishes our first 2MW anchor in the critical Warsaw market Emitel entering into DC market with high - quality asset, well recognized, reliable anchor tenant and on the key market (Warsaw) ▪ Anchor tenant with long - term contract
Slide 64: ZDM: Winning the Warsaw lighting contract
Delivering results ZDM | Winning the Warsaw ZDM lighting contract validates our capability in large - scale municipal integrations Emitel will gain long - term advantage in Smart City projects with unique scale references and strengthen competences in management of complex projects and systems integ
Slide 65: PANSA: foundational partner in Polish airspace monitoring
Delivering results PANSA | The PANSA contract establishes Emitel as a foundational partner in Polish airspace monitoring Emitel has gained unique competences and experience, establishing strong relations with PANSA. Strong positioning of Emitel in the ecosystem ▪ Project for Polish Air Navigation Se
Slide 66: Multimedia: HbbTV data collection has commenced
Delivering results Multimedia | HbbTV data collection has commenced, paving the way for future data monetization Emitel started to collect statistical data in HbbTV application with two broadcasters. Profiling is a next step into data monetization within multimedia services Main Data Sources Data pr
Slide 67: Multimedia: Virtual Channel
Delivering results Multimedia | Virtual Channel - a new model of presence in the television market Emitel designs, delivers and operates HbbTV Virtual Channels on MUX - 8. The product opens MUX - 8 to new business models, enhances the attractiveness of its content offering and creates new monetizati
Slide 68: 2026 Execution
Delivering results 2026 Execution | Actively securing our core while capturing early market share in adjacent verticals Broadcasting Multimedia Infrastructure Data centre TV New products MNO and non - MNO rentals DC Błonie further commercialization of commercialization of HbbTV , increasing tenancy
Slide 69: Emitel NEXT: 2030 Strategy Overview
Informacja poufna • Strictly confidential Emitel NEXT 2030 Strategy Overview Maciej Pilipczuk Maciej Gumulski Chief Executive Chief Financial Officer Officer
Slide 70: 2030 Vision: Building Poland's Digital Backbone
Emitel NEXT. 2030 Strategy Overview 2030 Vision | Building Poland's Digital Backbone From... To... That... ...in 2030 Leader in Leading provider of Builds Poland's digital broadcast critical complete digital Drive >50% backbone infrastructure solutions growth from new engines THREE STRATEGIC PILLARS
Slide 71: Three Pillars to Build Poland's Digital Backbone
Emitel NEXT. 2030 Strategy Overview Our Strategy | Three Pillars to Build Poland's Digital Backbone 1 2 3 Future - Proof the Core Scale the Tower Engine Launch New Growth Platforms Making Broadcasting Smarter and Becoming the #1 Partner for the 5G Investing to Build the Future More Valuable Rollout
Slide 72: 5G Broadcast: Preparing for the long-term technological shift
Emitel NEXT. 2030 Strategy Overview 5G Broadcast| Preparing for the long - term technological shift Emitel is actively working in several streams in order to develop 5G Broadcast technology into first commercial use - case offerings Regulatory Technology Commercial ▪ Emitel is in discussions with UK
Slide 73: Digital Infrastructure. Modern. Reliable. Secure.
Emitel NEXT. 2030 Strategy Overview Our Strategy | Digital Infrastructure. Modern. Reliable. Secure. Delivering our Strategy thanks to strong foundations of Operational Excellence, Employee engagement while elevating Customer Experience to new heights Operational Excellence Customer Experience Peopl
Slide 74: Financial Ambition: revenue growth
Emitel NEXT. 2030 Strategy Overview Financial Ambition | The 2030 strategy delivers high revenue growth as a base for EBITDAaL and FCF generation Key revenue drivers 2025 - 2030 ▪ High single digit revenue CAGR driven by modernizing core operations (new MUX, expanded radio) and establishing new High
Slide 75: Financial Ambition: EBITDAaL growth
Emitel NEXT. 2030 Strategy Overview Financial Ambition | The 2030 strategy delivers high revenue growth as a base for EBITDAaL and FCF generation Key EBITDAaL drivers 2025 - 2030 ▪ Labour Costs : Initial cost growth stems from strategic hiring for new Data Centres, transitioning to strictly inflatio
Slide 76: Financial Ambition: growth CAPEX
Emitel NEXT. 2030 Strategy Overview Financial Ambition | We will invest into growth CAPEX progressively over next years > PLN 600 million (EUR 140m) of growth CAPEX to be deployed 2026 - 2030. Total CAPEX to exceed PLN 750 million. ▪ CapEx Drivers : Future capital Pilar I - Core (growth) expenditure
Slide 77: Emitel 2030: Building Poland's Digital Backbone
Emitel NEXT. 2030 Strategy Overview Emitel 2030 | Building Poland's Digital Backbone on a Trusted Foundation Where we were in 2025 ... ...where we want to be in 2030 We will operate new TV MUX and make traditional The trusted partner for Poland's TV and Radio media smarter and more profitable with D
Slide 78: Lunch break
Informacja poufna • Strictly confidential Lunch break
Slide 79: Technology & Product Enablers
Informacja poufna • Strictly confidential Technology & Product Enablers Jerzy Godek Jarosław Helman Chief Technology Chief Commercial Officer Officer
Slide 80: Technology life cycle in Emitel
Technology & Product Enablers Technology life cycle in Emitel Ethernet/IP Radio WiFi6 DVBT Link transmitters Passive DAS IP MPLS Antenna IPTV/OTT Power Core/Backha Systems Automation ul Streaming Towers Power Generators Hbb TV FM transmitters IoT/LPWAN HE DVBT2 RL - IP W AS HEV C iFi ABR <120m Mas S
Slide 81: Key areas of development: Infrastructure
Technology & Product Enablers Key areas of development | Infrastructure CAPEX effectiveness of tower construction • Implementation of CFD (Computational Fluid Dynamics) technology in tower design and reinforcement (11% CAPEX decrease) • Own Tower design • Matching the tower's load - bearing capacity
Slide 82: Key areas of development: Broadcasting
Technology & Product Enablers Key areas of development | Broadcasting Extensions and upgrades of DTT/DAB+/FM • Migration of MUX8 DVBT/MPEG4 technology to DVBT2/HEVC • Implementation of MUX5 DVBT2/HEVC • Continuous upgrades of active and passive network elements (antenna systems, transmitters) Integr
Slide 83: Key areas of development: Multimedia services
Technology & Product Enablers Key areas of development | Multimedia services Development of portfolio solutions • Increasing the number of services, modernization and development of the platform (number of channels, H.265, 4K), live streams and VoD transcoding • Development of DAI platform for OTT •
Slide 84: Key areas of development: IoT & Smart City
Technology & Product Enablers Key areas of development | IoT & Smart City Implementation of Multi - technology communication • Extension of LoRaWAN & M- BUS • Implementation of mesh networks, • External LTE & 5G IoT Deployment of broad sensor portfolio • Water meters Regulations Multi - • Temperatur
Slide 85: Key areas of development: Information technology
Technology & Product Enablers Key areas of development | Information technology Alignment of IT systems with business requirements and strategy • Digital transformation of processes • Adaptation of AI in Emitel organization IT architecture flexibility Rising costs • Transition from monolithic legacy
Slide 86: Key areas of development: Cybersecurity
Technology & Product Enablers Key areas of development | Cybersecurity • Continuous improvement of security processes • Implementation and development of key systems Human awareness to improve inventory and security including AI and skills technology Law and Growing scale and • Education and testing
Slide 87: New Product Development matrix: Broadcasting and Multimedia
Technology & Product Enablers New Product Development matrix |Broadcasting and Multimedia Services low Strategic Impact high Evaluation criteria for scoring high ▪ Strategic impact ▪ Strategic fit ▪ Revenue and margin potential ▪ Competitive advantage ▪ Expected demand ▪ Feasibility: Feasibility ▪ T
Slide 88: New Product Development matrix: Infrastructure and Services
Technology & Product Enablers New Product Development matrix |Infrastructure and Services low Strategic Impact high Evaluation criteria for scoring high ▪ Strategic impact ▪ Strategic fit ▪ Revenue and margin potential ▪ Competitive advantage ▪ Expected demand ▪ Feasibility: Feasibility ▪ Technical
Slide 89: Q&A Session
Informacja poufna • Strictly confidential Q&A Session
Slide 90: Digital Infrastructure. Modern. Reliable. Secure.
Informacja poufna • Strictly confidential Digital Infrastructure. Modern. Reliable. Secure.
Cordiant Digital Infrastructure — Investor Presentation (September 2026) on 6ix