Digi Communications Nv · BVB:DIGI
Digi Communications Nv — H1 2026 Earnings Presentation
17 slides from Digi Communications Nv's earnings presentation, Aug 14, 2026
Slide 1: Investor Presentation: Preliminary financial results for the period ended June 30, 2026
Investor Presentation Preliminary financial results for the period ended June 30, 2026 August 14th, 2026
Slide 2: Disclaimer
Disclaimer By attending the meeting where this presentation is made, or by reading the presentation slides, you agree to be bound by the following limitations: The information in this document has been prepared by Digi Communications N.V., (the "Company“ or “DIGI”) and solely for use during the pres
Slide 3: 6M 2026 Preliminary Results overview
3 6M 2026 Preliminary Results overview Revenue and other income excluding extraordinary sale of assets 10% € 1.2 bn (€ 1.1 bn in H1 2025)1 YoY increase up to 34 m RGU 14% (+ 4.1 m RGUs H1 2026/ H1 2025) EBITDA ex. operating leases 19% € 330.4 million (€ 278.1 million in H1 2025) Romania RGU +9% Spai
Slide 4: Key developments in Q2 2026 and after
4 Key developments in Q2 2026 and after Admission to trading of Digi Spain shares ◼ DIGI Spain’s shares began trading on the Spanish Stock Exchanges on 16 July 2026, following the successful completion of its initial public offering. ◼ The offering comprised 51.3 million ordinary shares, priced at E
Slide 5: Q2 2026 Market highlights
5 Q2 2026 Market highlights (€m) June 30, 2026 Romania Spain Portugal Italy, UK and Group Total1 operations Revenues and other € 318.9 € 267.4 € 18.9 € 8.9 € 612.8 income2 Adjusted EBITDA ex. € 133.2 € 53.5 € (16.0) € (1.5) € 169.2 operating leases3 RGUs (‘000) # 20,497 # 11,881 # 960 # 535 # 33,873
Slide 6: Q2 2026 Financial highlights
6 Q2 2026 Financial highlights Group Revenues and other income (€m)3 Key considerations % Capex / Revenues 613 560 9% ◼ Revenues and other 46% 36% 41% 31% 9 9 income up 9% based 19 1% 17 Italy on strong customer (€m) 267 growth in Spain and 239 9% Portugal Romania. While the 2,221 revenues in Spain
Slide 7: Q2 2026 RGU growth
7 Q2 2026 RGU growth RGUs (‘000) per business line RGUs (‘000) per market 33,873 33,873 14% 14% 29,788 29,788 535 1,761 7% Fixed-line 4% 960 telephony 1,650 512 Italy 789 22% 11,881 17,331 Mobile services 9,666 19% Portugal 14,528 23% Broadband Spain 12% 8,330 7,436 9% 20,497 Pay TV 18,821 Romania 6
Slide 8: Portability H1 2026
8 Portability H1 2026 Romania Spain +361.687 mobile portability +770.825 mobile portability Jan-June 2026; Jan - June 2026 Net portability gain 337.277 +139.900 fixed portability Jan - June 2026; Net portability gain 113.897
Slide 9: DIGI Spain SMART footprint shows rising penetration across all cohorts
9 DIGI Spain SMART footprint shows rising penetration across all cohorts and sets the ground for structural growth already reaching >25% for early cohorts Penetration rate of SMART footprint by cohort (as of Q2 2026) 3 Key considerations >25% penetration ◼ FTTH SMART Footprint roll-out: FBB SMART cu
Slide 10: DIGI Spain accelerated growth momentum continued into Q2 2026
10 DIGI Spain accelerated growth momentum continued into Q2 2026 Customer growth QoQ Key considerations Fixed broadband ◼ Increased commercial traction – H1 2026 # of FBB subscribers (m) marks DIGI Spain’s strongest growth semester ever for fixed broadband (more Record first-half 11.7% 12.4% 13.1% 1
Slide 11: DIGI Spain structural margin expansion driven by owner-economics network model
11 DIGI Spain structural margin expansion driven by owner-economics network model and MNO transition further blending into Q2 2026 Quarterly revenue evolution per product (€m)1 Key considerations 263 ◼ Quarterly revenue increased to €263m 249 252 in Q2 2026 (15% YoY), reflecting continued 228 236 11
Slide 12: Owner-economics model translating into structural EBITDA uplift
12 Owner-economics model translating into structural EBITDA uplift DIGI Spain continues its strong growth in H126 and confirms its 2026 guidance Adjusted EBITDA exc. operating leases (€m) and margin (%) Adj. EBITDA excl. operating leases Adj. EBITDA excl. operating leases margin Q1 2026 margin evolu
Slide 13: Q2 2026 Financial profile
13 Q2 2026 Financial profile Financial liabilities as of June 30, 20261 Maturity profile long-term loans & notes (€m) Amount Facility (€m) 600.0 Senior Secured Notes 600.0 Senior Facility 927.0 401.1 Export Credit Arrangements (ECA) 168.2 292.8 259.6 Financial leases 61.6 Other long-term debt 182.0
Slide 14: 2026 Prospects
14 2026 Prospects Continuous growth in core markets New markets launched Romania Spain Portugal, Belgium and UK In Romania, we continue to improve Spain remains DIGI’s primary growth engine, The priority for Portugal continues to mobile network performance and driven by the three-pillar strategy, be
Slide 15: Upcoming GSM
15 Upcoming GSM 15 September 2026 at 2.00 p.m. CET Offices of Freshfields Bruckhaus Deringer LLP (Amsterdam office), Strawinskylaan 10, 1077 XZ Amsterdam, the Netherlands. Voting points • Appointment of Mrs. Simona Stavrositu as Non- Executive Director of the Company. • Proposal to appoint Deloitte
Slide 16: Q&A
Q&A DIGI
Slide 17: Contact
Contact Investor Relations Department investor.relations@digi-communications.ro www.digi-communications.ro