Unidata S.p.a. · MIL:UD
Unidata — Mid&Small in Milan 2025
27 slides from Unidata's conference presentation, Dec 3, 2025
Slide 1: Mid&Small in Milan
MID&SMALL IN MILAN DECEMBER 3RD, 2025
Slide 2: Today's Speaker
TODAY’S SPEAKER Roberto Giacometti CFO & Investor Relations Officer Expert in Administration, Finance, Planning and Control. He held the position of General Manager in several Italian and foreign companies and was Director of the National Secretariat of Agesci. In 2019, he joined Unidata and followe
Slide 3: Unidata at a Glance
UNIDATA AT A GLANCE
Slide 4: Unidata at a Glance
UNIDATA AT A GLANCE VALUE PROPOSITION KEY OPERATIONAL DATA Unidata is a Fiber Company, leader in Telecommunications, Cloud & IoT 8,150 km about 508,000 2 Datacenter optical fiber houses covered1 800 sqm and 650 sqm laid1 Fiber & Cloud & IoT & Smart Networking Datacenter Solutions PA Business Wholesa
Slide 5: IoT & Smart Metering: Awarded Tenders
IoT & SMART METERING: AWARDED TENDERS Tender for the Metropolitan Award in PPP for Acqua Award in Firenze-Prato- Award in Molise region City of Palermo Pubblica Sabina Pistoia Metropolitan Area Assignment through Total value of the tender equal Assignment through project Assignment through project p
Slide 6: Key Financials 9M 2025
KEY FINANCIALS 9M 2025
Slide 7: Financial Highlights – Revenues & Customers
FINANCIAL HIGHLIGHTS – REVENUES & CUSTOMERS Revenues breakdown 9M 2025 Unidata Group’s consolidated revenues slightly increased in 9M Other Revenues 2.2% 2025 in comparison with 9M 2024, confirming the revenues Infrastructure breakdown by business area. Consumer 6.9% 23.2% Business 24.4% Service Rev
Slide 8: Financial Highlights – EBITDA & EBIT
FINANCIAL HIGHLIGHTS – EBITDA & EBIT Adjusted EBITDA & Margin EBIT & Margin EBITDA EBIT Margin 27.0% ~27% Margin 25.9% 15.6% 15.7% 15.0% 28-29.5 27.4 26.1 20.9% 15.7 15.9 31.6% 19.5 19.9 10.4 10.4 10.9 16.2 17.5 10.7 12.4 12.7 7.0 6.7 11.2 6.3 5.6 3.0 EBITDA (€ mn) (€ mn) 2023PF 1 2025 2 EBIT 2022 2
Slide 9: Business Plan 2026-2028
BUSINESS PLAN 2026-2028
Slide 10: The Digital Market in Italy
THE DIGITAL MARKET IN ITALY Retail market, 2024 (€bn) Addressed market 25.0 €bn Information Technology Business Digital Consumer Mobile Network Services • In 2024, the value of the digital market was over 87 €bn. • The market addressed by Unidata represents 29% of this value (25.0 €bn). 14.8 € 9.5 €
Slide 11: Fixed Network and ICT Services
FIXED NETWORK AND ICT SERVICES Addressed retail market, 2022-2028 (€bn) Driving role of ICT CAGR +7.4% +7.9% • The targeted retail market will grow from 25.0 €bn in 2025 to 34.3 €bn in CAGR 2028 (CAGR +7.9%). 34.3 € 25-28 32.0 € 29.7 € 10.1 € +1.7% • Growth will continue to be driven by 27.3 € 10.0
Slide 12: Unidata's Playing Field
UNIDATA’S PLAYING FIELD 3 Focus Markets 3 Fields Connectivity & Fiber Convergence Network Retail Wholesale Infra- Cloud & Digital Trasformation Services Services structure Data Center Smart Cities IoT IoT Water Solutions Network INVESTOR PRESENTATION 12
Slide 13: Target & Competitors
TARGET & COMPETITORS Retail Wholesale ICT market Wholesale # Companies value market value 215,900 Segment Enterprise & PA 53% 4,000 21% (2%) TIER2 Medium Business 22,900 (10%) 47% TIER1 79% Growing size e value of Small our customers Business 189,000 (88%) Source: ISTAT/CNEL 2023/24 Source: IXE Surv
Slide 14: Strategic Goals and Guidelines
STRATEGIC GOALS AND GUIDELINES Pursue sustainable Both organically and through M&A, 1 Focus on Growth creating value for stakeholders in the long-term growth medium to long term 2 Innovative 4C Services Transform the company Focus on the integration of digital technologies and on the B2B and into a
Slide 15: Unidata's Future
UNIDATA’S FUTURE From TelCO to TechCO Communication advanced Connectivity Cloud advanced private Cyber security Data Center Smart IoT LoraWAN INVESTOR PRESENTATION 15
Slide 16: The Evolution of Unidata's Positioning
THE EVOLUTION OF UNIDATA’S POSITIONING Evolution 2026-2028 A B C A Retail Services • B2B focus with a consolidated presence in Lazio and Lombardy • Relevance of fiber connectivity on your own network Business Line Retail Wholesale • Provider of integrated ICT solutions (4C: Connectivity, Communicati
Slide 17: Digital Hub Omnichannel Service Platform
«DIGITAL HUB» OMNICHANNEL SERVICE PLATFORM UniHub UNIDATA Digital Hub • The development of a common platform for all sales channels is a key element. Wholesale • Overcome the fragmentation of internal platforms and integrate it Reseller all into a single CRM. • Artificial Intelligence is a distincti
Slide 18: 2028 Financial Targets
2028 FINANCIAL TARGETS REVENUES CAGR 2025E-28 11% ADJUSTED EBITDA CAGR 2025E-28 7% EBITDA MARGIN €/million 138-142 128-131 ~25% ~24% ~24% 114-116 €/million 103-108 30-32 33-35 28-29.5 28-29 2025E 2026 2027 2028 2025E 2026 2027 2028 CUMULATED CAPEX 2026-28 NET FINANCIAL DEBT 67 €/million €/million 36
Slide 19: Joint Ventures
JOINT VENTURES
Slide 20: Joint Ventures (1/2)
JOINT VENTURES (1/2) UNIFIBER UNITIRRENO 26% 33% 100% 100% 100% Project structure 74% 67% • Development of submarine cable infrastructure in the Tyrrhenian Sea • Roll-out of the FTTH access network in "gray areas" located in the (from Mazara del Vallo, Olbia, Rome and Genoa). Lazio and Puglia region
Slide 21: Joint Ventures (2/2)
JOINT VENTURES (2/2) UNICENTER (2026-2028) 25% 100% Project UniCenter structure 75% • Construction of a green and neutral Tier IV Data Center of about 20 MW and 3.200 racks of capacity (total area 20.000 sqm) with a target of national and international customers. Renewable Objectives energy sources
Slide 22: ESG
ESG
Slide 23: ESG: Strategic Objectives and Specific Objectives
ESG: 3 STRATEGIC OBJECTIVES AND 19 SPECIFIC OBJECTIVES 1. UI in gray areas 1 Promoting the right to connection for all people as a lever for social inclusion 4 2. 3. 4. 100% fiber Cloud computing Smart metering 5. Assessment and Skills 6. Training 6 7. Corporate Climate 2 Promote employee and employ
Slide 24: Appendix
APPENDIX
Slide 25: Corporate Governance & Organization
CORPORATE GOVERNANCE & ORGANIZATION Chairman & CEO Management Renato Brunetti UNINVEST S.r.l.1 Vice Chairman Marcello Vispi Public Affairs & Institutional Internal Auditing Investor Relations Relations Sergio Beretta Roberto Giacometti BOARD OF DIRECTORS Federico Bottura Staff Functions Risk Managem
Slide 26: Disclaimer
DISCLAIMER This document has been prepared by UNIDATA S.p.A. (the “Company”) solely for information purposes. It contains summary information only and is therefore preliminary in nature. It has also been prepared without any intention of being exhaustive. THIS PRESENTATION AND THE ASSOCIATED VERBAL
Slide 27: Contacts
CONTACTS Unidata S.p.A. ROBERTO GIACOMETTI CFO & Investor Relations Officer +39 329 2478696 r.giacometti@unidata.it CDR Communication S.r.l. Investor Relations Consultant SILVIA DI ROSA +39 335 7864209 silvia.dirosa@cdr-communication.it ELEONORA NICOLINI +39 333 9773749 eleonora.nicolini@cdr-communi