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TAR - Unidata S.p.A. - Investor Presentation Reverse Roadshow TP ICAP Midcap

Company: Unidata Date: 2025-06-25 Language: English Register to download
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# **REVERSE ROADSHOW TP ICAP MIDCAP**

JUNE 25TH, 2025

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# **COMPANY OVERVIEW**

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## **COMPANY OVERVIEW**

**Unidata** is a **Fiber Company**, **leader in Telecommunications**, **Cloud & IoT**

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1) Data as of March 31, 2025

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# **CORPORATE GOVERNANCE & ORGANIZATION**

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# **FINANCIAL OVERVIEW & IoT AWARDED TENDERS FINANCIAL TRACK RECORD**

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2023 Data are Reported Data, therefore they include TWT Group (acquired on February 28 th , 2023) from March 1 st 2023 to December 31st 2023.

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# **JOINT VENTURES**

### **UNICENTER**

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- Roll-out of the **FTTH access network in "grey areas"** located in the **Lazio region**.
- Reach **193,000 homes** and **8,000 businesses** within the reporting period.
- Unifiber owns the passive FTTH network.

### **OBJECTIVES**

### **THE ROLE OF UNIDATA**

- Design, construction and maintenance of the fiber network.
- Development of the FTTH network in the Lazio area.
- Sale of the network to wholesale operators.

• Development of **submarine cable infrastructure** in the Tyrrhenian Sea of about **900 km** from Mazara del Vallo

- to Genoa.
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• Creation of **infrastructure links** in **Europe** and **Africa** (the shortest and most reliable path to Northern Europe).

### **OBJECTIVES**

### **THE ROLE OF UNIDATA**

• Operational Management through Cable Landing Station, Network Operation Centers & Security Operation Centers.

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- Sale of services to national customers.

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• Construction of a **green and neutral Tier IV Data Center** of about **20 MW** and **3,200 racks** of capacity for a total area of **20,000 sqm**.

### **OBJECTIVES**

### **THE ROLE OF UNIDATA**

- Data Center design and construction support.
- Operational management of UniCenter.
- Provide its services to UniCenter at market prices to enable them to be sold to other B2B operators.

(project expected to start by the end of 2025)

**BUSINESS PLAN 2025 - 2027**

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# **KEY POINTS OF THE STRATEGY**

### **To be a strong player in a growing market using innovation as strategic driver**

IoT & Smart City

Connectivity

Cloud & CyberSec

Artificial Intelligence

### Datacenter

### **IoT & Network based Smart City & Smart Areas**

- **LoraWan:** Smart metering killer IoT application Unidata is the largest player in Italy

- **Roma5G:** Smart City & 5G Neutral Hosting Unidata as operating Partner
- **PPP:** strategic tool, acquired Know-How
- **Strategic alliances** with major players in Italy

### **Infrastructure Maker**

The digital infrastructure is not finished.

- Unidata continues the construction of fiber networks, expands the network with Unifiber –further >**50 mln€ Investment** >3 years of activity; strategic agreement with Openfiber for sales on the Unifiber network

**- Unitirreno - 80 mln€ investiment.** Unidata acquired submarine fiber know-how, one of the few in Italy and Europe; Commitment to sales, operation and maintenance, ready for service in 2025

### **A.I. technology is must**

Operational efficiency and cost savings among the main benefits. Unidata focuses on **process efficiency** and **internal and external solutions**

### **Growth with innovation**

- 1 > 10 > 100 Gigabit & Wi-Fi 7 Network as a Service Cloud based - **Embedded Cybersecurity**

- **Cloud:** IaaS & SaaS, Storage, Private Cloud Infrastructure

### **Datacenter Business grows in volume**

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- Current Edge Datacenters in Rome and Milan - **Unicenter** - Rome Datacenter Colocation starts in 2025 with 13,000sqm up to 16MW

### **>2000 racks**

- Unidata will sell and manage Colocation and

connectivity services

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# **2027 FINANCIAL TARGET**

### **CUMULATED CAPEX** 2025-27 **NET FINANCIAL DEBT**

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# **2027 REVENUES BREAKDOWN**

### **REVENUES MIX by Business Line**

Over time the Mix of contribution to Total Revenues changes in favour of a greater weight of Revenues deriving from the **SERVICE business line** (Fiber & Connectivity, Cloud, Datacenter & IoT)

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### **REVENUES MIX by Type**

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**Q&A SESSION**

**APPENDIX**

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**Foundation** Unidata starts operating as an Hardware Provider

Beginning of the construction of the proprietary **FTTH network**  and **Data Center**  Unidata extends its activities to **Cloud services**  and **Internet of Things**

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Unidata revolutionizes its core business and **starts the activity of Internet Service Provider**

Listing on **Euronext Growth Milan**  of Borsa Italiana

**JV with CEBF** to deploy **high-quality FTTH networks** in gray areas of Lazio region

**JV with Azimut** to build **900 km of submarine optical fiber** in the Tyrrhenian Sea

Signed the deed of Merger by Incorporation of **TWT Group** (acquired on February 28 th , 2023) into Unidata

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Unidata becomes a **Benefit Company**  affirming a more sustainable identity, more focused on environmental, social and governance aspects

Listing on **Euronext STAR Milan**  of Borsa Italiana

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Unidata is among the protagonists of the temporary grouping of companies awarded of the **important and innovative #ROMA5G Project**

Unidata reorganizes its strategy and corporate identity and presents the **new logo, mission and vision**

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# **FIBER & NETWORKING**

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Unidata Fiber Network infrastructure is concentrated in the most important cities of Lazio Region, where Unidata offers **complete coverage of the territory with Gigafiber**: direct FTTH (Fiber to the Home) connectivity (100% Fiber optic).

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**Fiber infrastructure construction:** Unidata builds the fiber optic network for **Unidata** and **Unifiber** in some key areas, as in the gray areas of Lazio, Puglia, Molise regions.

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# **CLOUD & DATA CENTER**

The Unidata Group owns 2 Data Centers (Rome and Milan) built in line with the conditions required by **certification standards Rating 4** (formerly TIER IV) with additional features to ensure the highest level of infrastructure security and reliable continuity of service provision.

The Data Center in Rome occupies a surface area of **800 square meters** and the one in Milan of **650 square meters.**

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**LoRa** is the new **wireless technology** to support IoT solutions

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**wide communication range** (several Km) to reach devices

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**high penetration** to reach any object wherever it is installed

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**low power consumption** (many years with a single battery)

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**open standard** to create private public collaborative network

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**worldwide adopted** with the largest marketplace

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# **IoT & SMART SOLUTIONS**

### **MARKET DRIVERS**

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**Massive Smart Metering**

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**Smart City**

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**Smart Grid for Water, Gas and Electricity**

**Smart Agriculture**

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# **TARGET & COMPETITORS**

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### **Target Competitors**

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## **DISCLAIMER**

This document has been prepared by UNIDATA S.p.A. (the "Company") solely for information purposes. It contains summary information only and is therefore preliminary in nature. It has also been prepared without any intention of being exhaustive. THIS PRESENTATION AND THE ASSOCIATED VERBAL DISCUSSIONS DO NOT CONSTITUTE A PUBLIC OFFER OR AN INVITATION TO SUBSCRIBE, PURCHASE OR OTHERWISE ACQUIRE FINANCIAL PRODUCTS UNDER ARTICLE 1(1)(T) OF LEGISLATIVE DECREE NO 58 OF 24 FEBRUARY 1998 (AS AMENDED). This document is not therefore an advertisement and does not in any way constitute a proposal for execution of a contract, an offer or an invitation to purchase, subscribe or sell securities and neither does this document or part of this document constitute a basis to be relied upon in relation to any contract or undertaking or investment decision. The Company has not prepared and will not be preparing a prospectus for the purposes of an initial public offering of shares. Any decision to purchase, subscribe or sell securities must be taken independently of this Presentation. No provision of this Presentation will therefore create any binding liability or obligation for the Company and its subsidiaries and for their consultants or representatives. The Presentation is not intended for distribution in the United States of America, Canada, Australia, Japan or in any jurisdiction in which such distribution is illegal (as defined in Regulation S under the United States Securities Act 1933, as amended (the 'Securities Act'). Neither this Presentation nor any copies thereof may be used or transmitted in the United States of America or in its territories or possessions, or distributed, directly or indirectly, in the United States of America or in its territories or possessions or to any American person. Failure to comply with this restriction may constitute a breach of United States securities laws. No declaration or guarantee, whether express or implied, is or will be given by the Company in relation to the accuracy, completeness or correctness of the information provided and, to the extent permitted by law and save in the case of fraud by an interested party, no liability is assumed in relation to the accuracy or sufficiency of that information or for errors, omissions or inaccuracies, negligence or other issues relating thereto. In particular, but without limitation, no declaration or guarantee, whether express or implied, is or will be given in relation to the achievement or reasonableness of, and no reliance may be placed for any purpose on the accuracy or completeness of, estimates, targets, projections or forecasts, and nothing in these materials should be considered as a promise or representation for the future. The information and opinions contained in this document are provided as at the date of this document and are subject to modification without notice. The recipient will be the sole party responsible for its own assessment of the information contained in the Presentation. Neither the Company and its subsidiaries nor their consultants or representatives, will be obliged to provide or update any information or to provide notification of or correct any inaccuracies in any information. Neither the Company and its subsidiaries nor any of their consultants or representatives will have any liability vis-à-vis the recipient or any of its representatives as a consequence of the use of or reliance on the information contained in this document. Some information may contain forward-looking statements that present risks and uncertainties and are subject to change. In some cases, these forward-looking statements may be identified by the use of words such as 'believe', 'anticipate', 'estimate', 'objective', 'potential', 'hope', 'forecast', 'draft', 'could', 'should', 'may', 'intention', 'plan', 'purpose', 'seek' and similar expressions. The forecasts and forward-looking statements included in this document are necessarily based on a series of assumptions and estimates that are intrinsically subject to significant economic, operational and competitive uncertainties and unforeseen events, and on assumptions relating to future corporate decisions that are subject to change. By their nature, the forward-looking statements present known and unknown risks and uncertainties, because they refer to events and depend on circumstances that might occur in the future. Furthermore, the actual results may differ substantially from those contained in any forwardlooking statement because of a series of significant risks and future events that are outside the control of the Company and cannot be estimated in advance, such as the future economic context and the actions of competitors and other entities involved in the market. These forward-looking statements refer only to the date of this presentation. The Company advises that the forward-looking statements are not guarantees of future benefits and that its current financial position, corporate strategy, plans and management objectives for future operations may differ substantially from those stated in or suggested by the forward-looking statements contained in this Presentation. Furthermore, even if the Company's financial position, company strategy, plans and management objectives for future operations are consistent with the forward-looking statements contained in this Presentation, these results or developments might not be indicative of the results or developments in future periods. The Company expressly disclaims any obligation or undertaking to disclose updates or revisions of any forward-looking statement contained in this document to reflect any change in the Company's expectations in relation to that document or any change in events, conditions or circumstances on which such statements are based. By receiving this Presentation, the user acknowledges and accepts that it is bound by the terms, conditions and restrictions stated above.

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# **CONTACTS**

**Unidata S.p.A.**

**ROBERTO GIACOMETTI** CFO & Investor Relations Officer

+39 329 2478696 [r.giacometti@unidata.it](mailto:r.giacometti@unidata.it)

**CDR Communication S.r.l.** Investor Relations Consultant

**SILVIA DI ROSA** +39 335 7864209 [silvia.dirosa@cdr-communication.it](mailto:silvia.dirosa@cdr-communication.it)

**ELEONORA NICOLINI** +39 333 9773749 [eleonora.nicolini@cdr-communication.it](mailto:Eleono@cdr-communication.it)

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