Alerion Clean Power S.p.a. · MIL:ARN
Alerion Clean Power — Investor Presentation (December 2023)
13 slides from Alerion Clean Power's investor presentation, Dec 31, 2023
Slide 1: Investor presentation
Investor presentation 31.12.2023
Slide 2: Disclaimer
2 Disclaimer THIS PRESENTATION AND ANY OTHER INFORMATION PROVIDED (THE “PRESENTATION”) IS STRICTLY CONFIDENTIAL AND IS BEING PROVIDED TO YOU SOLELY FOR YOUR INFORMATION. THIS PRESENTATION, WHICH HAS BEEN PREPARED BY ALERION CLEAN POWER S.P.A. (THE “COMPANY”), IS PRELIMINARY IN NATURE AND IS SUBJECT
Slide 3: Alerion at a glance
Alerion at a glance 3 Background • Alerion is an industry leader in wind and solar with a high quality asset base and an important pipeline in Italy, Romania and Spain • Alerion is listed on the Milan Stock Exchange with a market cap of ~€1.4bn (as of December 31st 2023) • Alerion’s majority shareho
Slide 4: Alerion at a glance
Alerion at a glance Leading Italian IPP and development renewable platform… 4 Leading Italian RES platform and Listed in the Milan stock Trophy one of the largest in Europe 876 MW gross installed capacity exchange with a market RES IPP and Strong in-house development and 1.6 TWh annual production ca
Slide 5: Alerion at a glance
Alerion at a glance …benefitting from a highly resilient yield portfolio with strong fundamentals and attractive geographical presence… 5 Operating plant by region Italy Bulgaria Bulgaria Number of Gross capacity Prod FY 2023 1 4 Plant Location SPVs (MW) (GWh) 12 12 Apulia 5 140 242 1 Spain Spain 1
Slide 6: Highly attractive and supportive Italian market environment underpinned by clear renewables targets
Highly attractive and supportive italian market environment underpinned by clear renewables targets Room for consolidation as well as constructive and forward-looking regulation providing stability 6 1 Fragmented wind onshore market with room for consolidation.. 2 ..fueled by a significant growth ex
Slide 7: High quality portfolio ensuring industry-leading operational performance
High quality portfolio ensuring industry- leading operational performance A leading Italian IPP RES platform leveraging highly attractive operating performance 7 1 Strategically positioned with leading market position in the wind sector… 2 …and superior quality equipment sourced from leading supplie
Slide 8: Scalable and centralized industry-leading business model
Scalable and centralized industry-leading business model Successful balancing of cost optimisation with the insourcing of high value-added activities 8 1 • Highly effective internal O&M team overseeing the whole maintenance process O&M and to ensure optimisation of plant performance, minimisation of
Slide 9: Experienced and long-standing Management team
Experienced and long-standing Management team Highly esteemed management team in the renewables space with proven track record in delivering long-term and sustainable growth to shareholders 9 1 Key management team 2 Key achievements since Fri-El acquisition in 2017 893 876 751 751 Gross Installed ca
Slide 10: Highly attractive and supportive market environment underpinned by clear renewables targets
Highly attractive and supportive market environment underpinned by clear renewables targets Clean energy targets and continued technological improvement paving the way for growth 10 1 Clearly defined and ambitious EU targets… 3 …coupled with increasing technological competitiveness 2020 targets 2030
Slide 11: Consolidated and stable regulatory framework
Consolidated and stable regulatory framework Constructive and forward-looking wind regulation in Italy providing stability and security for investors 11 1 Highly visible flow from incentive schemes… 2 …underpinned by a supportive regulatory environment overtime… • ~6 years average remaining incentiv
Slide 12: Financials
Financials 12 FY 2023 FY 2022 202 (M/€) REVENUES 274 (M/€) REVENUES 152 (M/€) EBITDA 233 (M/€) EBITDA 68 (M/€) NET RESULT 73 (M/€) NET RESULT 459 (M/€) NFP 386 (M/€) NFP 327 (M/€) EQUITY 305 (M/€) EQUITY
Slide 13: Alerion Clean Power
ALERIONCLEANPOWER
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