Infratil Limited · NZX:IFT
Infratil — Investor Day (February 2021)
13 slides from Infratil's investor day presentation, Feb 16, 2021
Slide 1: Investment Thesis and Development Perspectives
Investment Thesis and Development Perspectives Ingmar Wilhelm Chief Executive Infratil Investor Day Galileo Green Energy | Infratil Investor Day | 16 February 2021
Slide 2: Agenda
Agenda 1. Renewable Energies in Europe 2. Galileo Green Energy Investment Thesis 3. After 1 year 4. Development Perspectives Galileo Green Energy | Infratil Investor Day | 16 February 2021
Slide 3: Renewable Energies in Europe: the fundamentals
1. Renewable Energies in Europe: the fundamentals Renewable Energies provide a positive response Europe is a large and cohesive market with to all 4 parameters of a good energy mix internationally leading policies and commitment │ Europe ➢ c. 500 million people SECURE AFFORDABLE ➢ c. €15 trillion GD
Slide 4: Renewable Energies in Europe: outstanding growth trajectory
1. Renewable Energies in Europe: outstanding growth trajectory Renewable Energy is set to increase its share in Europe’s Outstanding development and investment power mix by c. 900TWh covering over 60% by 2030 opportunity in a very large market TWh 600 + 522 GW 3.354 3.598 500 3.104 3.306 400 274 1,2
Slide 5: Galileo Green Energy: key competences and market strategy
2. Galileo Green Energy: key competences and market strategy Differentiation through combination of 4 key Galileo Green Energy’s competences in this new era of renewables Market Strategy Develop the most competitive projects in their Competitive Development respective markets together with local par
Slide 6: Galileo Green Energy: Investment Thesis and Positioning
2. Galileo Green Energy: Investment Thesis and Positioning Investment Thesis Value creation through ➢ competence-driven and fast-moving development of flexibly financed projects, ➢ predominantly green-field in an expanding market, ➢ with risks mitigated through geographical and technological diversi
Slide 7: Galileo Green Energy: 1 year after our start
3. Galileo Green Energy : 1 year after our start At the start Today │ Created in February 2020 │ 16 people │ Capital commitment for development of €220m │ 4 Joint Development Agreements │ Evergreen capital │ Total pipeline of ca. 1GW supporting an open-ended │ 4 markets addressed: renewable energy I
Slide 8: Galileo Green Energy's European Management Team
3. Galileo Green Energy’s European Management Team Nikolaus Mainka Ingmar Wilhelm Paolo Grossi │ Chief Financial Officer │ Chief Executive Officer │ Chief Commercial Officer │ 12 years of experience with │ 30 years of experience with E.ON, ENEL, │ 30 years of experience with ENEL, ENERPARC, ADAPTURE
Slide 9: Current portfolio of Joint Development Agreements
3. Galileo Green Energy’s current portfolio of Joint Development Agreements EMP Energy GGE Nordics (GGE share 50%) (GGE share 80%) │ c. 400MW wind pipeline in Ireland │ c. 1,000MW wind pipeline in the UK and Sweden │ Partners are EMP (local developer) and VESTAS │ Partner is a NJORDIC (local develop
Slide 10: Current portfolio of JDAs: case study of GGE Nordics
3. Galileo Green Energy’s current portfolio of JDAs: case study of GGE Nordics GGE Nordics │ c. 1,000MW wind pipeline │ Markets: UK and Sweden │ Technology: wind onshore │ Joint Venture: 80% GGE and 20% highly qualified Northern European developer │ Target pipeline of at least 5 onshore wind project
Slide 11: Our Growth Plan: Quantitative Development Perspectives
4. Our Growth Plan: Quantitative Development Perspectives Target Growth Plan of Galileo Green Energy Investable projects Ramp up to c.300 to 500MW per year Investment potential of €300 to €500m per year, Investments with ample sell-down opportunities in an deep market 10GW of quality projects by 202
Slide 12: Our Growth Plan: Qualitative Development Perspectives
4. Our Growth Plan: Qualitative Development Perspectives Who Energy, development and investment experts we are What Create projects and implement we do green energy solutions Responsible, transparent, swift, Shared diverse, Principles united! Why we do it Passion for energy, ecology and efficiency W
Slide 13: Questions
Galileo Green Energy Management Services Srl Questions Bastioni di Porta Nuova 21 I-20121 Milano Galileo Green Energy GmbH Usteristrasse 12 CH-8001 Zurich info@galileogreenenergy.com Tel. +39 02 8904 1609 www.galileogreenenergy.com