Remgro — Investor Day (April 2025)

4 slides from Remgro's investor day presentation, April 2025

Slide 1: Remgro Infrastructure: Community Investment Ventures Holdings (CIVH)
Remgro INFRASTRUCTURE COMMUNITY INVESTMENT VENTURES HOLDINGS (CIVH)
Slide 2: CIVH's Compelling Investment Thesis
CIVH’s Compelling Investment Thesis Driving digital connectivity through the largest, most diversified fibre network operator in South Africa Fibre Infrastructure CIVH Exponential growth curve underpinned by structural tailwinds Scaled, multi-layered fibre network connecting all South Africans • Tec
Slide 3: CIVH's Valuation and Peer Analysis
CIVH’s Valuation and Peer Analysis CIVH is a digital telecommunications infrastructure provider with a business model that is distinct from network operators LTM EV / EBITDA multiples peer analysis 21.5x ▪ Remgro values Maziv at an EV / EBITDA of 10.1x, resulting in an Enterprise Value of ZAR51.9bn
Slide 4: Today's Presenters
Today’s Presenters Guiding you through today’s discussion on CIVH and Maziv ▪ Brief update on corporate actions Setting the ▪ CIVH group overview Pieter Uys Scene ▪ Unpacking ‘fibre’ ▪ Overall market, company and strategy Dietlof Mare (CEO) Unpacking CIVH’s ▪ The fibre market and its commercial elem