Inin Group As · OSL:ININ
Inin Group As — Investor Presentation (April 2023)
18 slides from Inin Group As's investor presentation, April 2023
Slide 1: Inin Group Company presentation
ININ Inin Group Company presentation April 2023
Slide 2: Cautionary note
Cautionary note This presentation includes forward-looking information and statements that are subject to risks and uncertainties. Actual results may differ significantly from those communicated herein. Such forward-looking information pertain to, amongst other things; (a) forecasts, projections and
Slide 3: Agenda
Agenda Introduction to Inin Group The current investments ININ
Slide 4: Inin Group is an investment company focused on infrastructure and industry services
Inin Group is an investment company focused on infrastructure and industry services * Inin is a listed investment company with * avertical-focused buy-and-build strategy... * ..within infrastructure and industry services niches in the Nordics * Inin creates value through a combination industry servi
Slide 5: Inin carefully selects attractive positions within infrastructure and industry services verticals
Inin carefully selects attractive positions within infrastructure and industry services verticals Strong underlying growth drivers and an attractive company position... Supported by strong megatrends and macro drivers Clear growth drivers in the specific market/ services provided Growth and improvem
Slide 6: Inin aims to deliver the best of the energetic value-creation focused PE ownership and corporate model
Inin aims to deliver the best of the energetic value-creation focused PE ownership and the long-term and industrially focused corporate model Positive impact from the private equity model Positive impact from the corporate model Y Clear focus on value creation Y Long-term thinking Y Time is of value
Slide 7: Inin Group is listed on Euronext Growth Oslo, and managed by Inin Capital Partners
Inin Group is listed on Euronext Growth Oslo, and managed by Inin Capital Partners i @ivind Horpestad CEO * One of the original founders and former CEO of NRC Group, listed ‘on Oslo Stock Exchange * Responsible for developing and executing the strategy that transformed Endur ASA into a leading playe
Slide 8: There are already four platform investments within Inin Group
There are already four platform investments within Inin Group [70% T 65%! T 100% T 65% Nordic TW GRUPPEN ASI HADELAND E 3 TW GRUPPEN AS (22) |HADELAND ~ infrastructure Inspekt Recycling & logistics: Electrotechnical services: Infrastructure: Inspection: Recycling, retail and logistical services for
Slide 9: Nordic Infrastructure Group revenue and EBIT outlook
Nordic Infrastructure Group TW GRUPPEN AS} Ea Inspekt IHADELAND IELEKTRO AS On track to exceed previously communicated ambition to surpass NOK 1 billion in 2024 Revenue (MNOk) 2000 4 1500 | 1408 1000 + 802 fel 82 500 | 889 222 «= | 2022A | 20238 2024F 1937 2025F EBIT (MNOK) 282 300 4 (15%) 250 | 196
Slide 10: Agenda
Agenda ININ Introduction to Inin Group The current investments 10
Slide 11: Management
Management • • Birger Bjørnstad Øyvind Roland Persson CFO NI Group | ININ HSEQ NI Group Østen Lybeck Håvard V. Amundsen Kenneth Poulsen Kjetil Nygaard CEO Konvei | Dep. CEO Rail Supply AS CEO Rail Production AS CEO Jobbreiser AS Mngr. Railpro Lukas Larsson Egon Reichl Nicklas Häggmark Fredrik From C
Slide 12: Rail construction- and maintenance market growth driven by favorable megatrends
Strictly confidential Nordic Infrastructure Group Rail construction- and maintenance market growth driven by favorable megatrends Megatrends and macro drivers Market potential Value creation potential ININ Megatrends such as urbanization and environmental awareness increase rail traffic both between
Slide 13: TW Gruppen is a full-service provider within recycling of masses in the Oslo region
Strictly confidential TW Gruppen is a full-service provider within recycling of masses in the Oslo region + Depot for construction + Depot and construction + Dump truck business of TW + Property investment company aggregates near Alnabru in aggregate recycling plant in Gruppen established in 2012 —
Slide 14: Environmental concerns leading to legislation driving the construction material recycling market growth
Strictly confidential Environmental concerns leading to legislation driving the construction material recycling market growth * Growing awareness and environmental concerns leading to the need for sustainable Megatrends and development and construction macro drivers * Government regulations and poli
Slide 15: Inspekt
Strictly confidential t 3 Inspekt Inspekt AB’s ambition is to become the new benchmark for TIC-companies in the Nordics About Inspekt Inspekt AB management * Inspekt operates within testing, inspection, certification (TIC) and technical consultation + Inspekt will provide its clients and stakeholder
Slide 16: Inspection market growing - locally fragmented market with a few large players
Strictly confidential Ea Inspekt Inspection market growing -— locally fragmented market with a few large players Megatrends and macro drivers Market potential Value creation potential ININ Increasing regulations and standards for quality and safety across various industries Increasing international
Slide 17: Hadeland Elektro is an electrotechnical specialist holding all relevant certificates for Norway
Strictly confidential IHADELAND Hadeland Elektro is an electrotechnical specialist holding all relevant certificates for Norway Jon Haugsbakken ) CEO, Hadeland Elektro + 20 years of experience in electrotechnical work, including rail HADELAND 1a. Gran, Norway ELEKTRO AS Employees: 16 (31.12.2022) Ac
Slide 18: Demand for electrical infrastructure growing rapidly - existing infrastructure strained
Strictly confidential IHADELAND IELEKTRO AS Demand for electrical infrastructure growing rapidly — existing infrastructure strained * Rising demand for renewable energy sources such as solar and wind power, which requires the Megatrends and construction of new electrical infrastructure to connect th