4ig Nyrt. · BET:4IG
4ig Nyrt — Q1 2025 Earnings Presentation
17 slides from 4ig Nyrt's earnings presentation, Jun 2, 2025
Slide 1: Forward Looking Statements / Data Processing
FORWARD LOOKING STATEMENTS THIS INFORMATION SHEET WAS PREPARED BY 4IG NYRT. (HEADQUARTERS: BUDAPEST 1013, KRISZTINA KÖRÚT 39.). THIS INVESTOR PRESENTATION CONTAINS FORWARD- LOOKING STATEMENTS. STATEMENTS THAT ARE NOT HISTORICAL FACTS, INCLUDING STATEMENTS ABOUT OUR BELIEFS AND EXPECTATIONS, ARE FORW
Slide 2: Investor Presentation Q1 2025 Results
INVESTOR PRESENTATION Q 1 2 0 2 5 R E S U LT S 2. JUNE 2025
Slide 3: Executive Summary
EXECUTIVE SUMMARY: 4iG’s telecommunications division transformation continues to deliver value, resulting in a continuously growing market share in Hungary. 4iG consolidated its residential and small business subscribers under the 1 “One” brand, while medium and large business clients are now served
Slide 4: Key Events to Date: Update Since the Q4 Earnings Call
KEY EVENTS TO DATE: UPDATE SINCE THE Q4 EARNINGS CALL 2nd April: 13th May: Two recognised experts in US diplomacy, 4iG Investment Ltd. announced as the Richard Grenell and Matt Mowers, join the winning private investor in the Védelmi 4iG Advisory Board Ipari Magántőkealap “VIMA” tender 22nd May: Sco
Slide 5: Current Shareholder Information
CURRENT SHAREHOLDER INFORMATION KEY SHAREHOLDERS SHARE PRICE PERFORMANCE (HUF) AS OF 31ST MARCH 2025 2,000 52.76% 25.12% 1,500 *KZF Vagyonkezelő Kft. *iG COM Magántőkealap *iG TECH Invest Kft. Bartolomeu ICT 1,000 5.72% 500 1.79% Treasury Shares 13.27% 1.34% Employee Stock Option Plan Free Float Mar
Slide 6: Q1 2025 Results (Unaudited)
Q1 2025 RESULTS (UNAUDITED)
Slide 7: Financials: Q1 2025
FINANCIALS: Q1 2025 Non Realized FX Non Realized FX 4 iG Group Q1 2 0 2 4 PPA2 One- of f Q1 2 0 2 4 Q1 2 0 2 5 PPA2 One- of f Q1 2 0 2 5 Normalized gain/ loss gain/ loss (HUF Mn) (modif ied) 1 adjust ment it ems 3 (normalized) (report ed) adjust ment it ems 3 (normalized) % change adjust ment 4 adju
Slide 8: Breakdown by Segments: Q1 2025
BREAKDOWN BY SEGMENTS: Q1 2025 Net Revenue Split (HUF Mn) Net Revenue Split4 (% of total) Net Revenues Q1 20 24 Q1 20 25 Act ual Q1 2024 Q1 2025 (actual)1 (actual) (HUF Mn) (act ual) 1 (act ual) % change 10% 12% Telco 13 9 ,9 23 15 3 ,14 3 9% IT 15 ,110 20 ,78 5 38 % SDT 1,8 8 0 2,10 1 12% 90% 88% H
Slide 9: Breakdown by Segments: Q1 2025
BREAKDOWN BY SEGMENTS: Q1 2025 Hungary Net Revenue Split (HUF Mn) • ComCo: In Q1 2025 ComCo net revenues rose by 7.4% YoY, primarily driven by the expansion of the mobile subscriber base (both in B2C and B2B mobile segments), new customer acquisitions, the launch of new services Net Revenues Q1 20 2
Slide 10: Q1 2025 B/S – Financial Debt and Capitalisation
Q1 2025 B/S – FINANCIAL DEBT AND CAPITALISATION FINANCIAL DEBT HUF Mn CAPITALISATION as of 8 May 20 25 (3 1 MAR 20 25) Credit s & loans & bonds 761,298 Share Price (HUF) 1,836 (long- t erm) Ot her long- t erm liabilit ies 13,162 Tot al Number of Shares 299,074,974 Finance lease liabilit ies MARKET C
Slide 11: Q1 2025 Important Events to Date
Q1 2025 IMPORTANT EVENTS TO DATE
Slide 12: 4iG's Expansion into the Western Balkans Continues with North Macedonia
4iG’S EXPANSION INTO THE WESTERN BALKANS CONTINUES WITH NORTH MACEDONIA Details • On 7th April 2025, A non-binding Letter of Intent was signed between 4iG and Hungary 1 EuroTelesites AG to use their cell sites and tower company services to roll-out a countrywide high-capacity 5G mobile network in No
Slide 13: 4iG Space and Defence Technologies: The (International) Growth Story of 4iG Group
4iG SPACE AND DEFENCE TECHNOLOGIES: THE (INTERNATIONAL) GROWTH STORY OF 4iG GROUP Growth Drivers & Strengths • Supporting business, financing environment and high market expectations in the space and defence industries drive development and facilitate large new projects globally. 4iG Space and Defen
Slide 14: Recognised Experts in US Diplomacy Join 4iG Group's Advisory Board
RECOGNISED EXPERTS IN US DIPLOMACY JOIN 4iG GROUP’S ADVISORY BOARD Details • In April 2025, Richard Grenell and Matt Mowers – both recognised for their extensive international experience and distinguished careers in diplomacy joined the 4iG Group Advisory Board • Richard Grenell, Special Presidentia
Slide 15: Q&A
Q&A
Slide 16: Thank You for Your Attention!
THANK YOU FOR YOUR ATTENTION!
Slide 17: Disclaimer
DISCLAIMER WE CAUTION YOU THAT A NUMBER OF IMPORTANT FACTORS COULD CAUSE ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN ANY FORWARD-LOOKING STATEMENT. IN ADDITION TO FIGURES PREPARED IN ACCORDANCE WITH IFRS, 4IG ALSO PRESENTS OTHER FINANCIAL PERFORMANCE MEASURES, INCLUDING, AMONG OTHERS