Download - Italian Equity Week
Digital Edition
7th – 9th September 2021
Italian Equity Week
│ 2
Digital Italian Equity Week
Attending Companies(48 Listed and 1 Private)
49
250 Investors from 18Countries
150 Investment Firms
1,300Meetings Requested
€335bnAggregate Capitalisation1
(over 43% of Tot Mkt Cap)
Sectoral Conferences(Consumer, Industrial & Health Care, Infrastructure & Energy)
3
Source: Borsa Italiana1. Data as of 31st July 2021
│ 3
Consumer Day
Companies available for One to One Meetings1:
AUTOGRILLLorenza Rivabene (Corporate
Development, M&A and IR Director)
Arthur Targon (IR Manager)
Emanuele Isella (IR Manager)
CAMPARIJ. He (Group IR & Corporate Finance
Manager)
DE’ LONGHIF. Micheli (Director of M&A and IR)
S. Chiodetto (IR)
F.I.L.A.Massimo Candela (CEO)
Stefano De Rosa (CFO)
Francesca Cocco (IR)
IGD - SIIQC. Albertini (CEO)
R. Nardi (Director of Planning Control
& IR)
C. Contarini (IR)
TINEXTAO. Pozzi (CFO)
J. Mastragostino (Chief Investor
Relations Officer)
UNIEUROG. Nicosanti Monterastelli (CEO)
M. Pacini (CFO)
A. Moretti (IR Director)
Attending Companies8
Aggregate Market Capitalisation (€bn)26
Investors from 9 Countries140
Investment Firms80
Requested Meetings260
Co-organising Brokers:
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. One undisclosed company
│ 4
15
32
17
29
6
10
24
€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+
Italian Consumer Sector
58%
16%
9%
4%
3%
3%
2%1% 1%
Automobiles and Parts
Personal Goods
Beverages
Household Goods
Leisure Goods
Media
Travel And Leisure
Personal Care
Food Producers
Others
Capitalisation Breakdown by Sector1
€164 Bn
No of Companies by Market Cap range1
117Listed Companies
€164.0bn aggregatecapitalisation, representing over
21% of the total market capitalisation
€26.6bn of money raised since 2000: €12.5bn at IPO and
€14.1bn with subsequent capital increases
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. Not inclusive of suspended companies
│ 5
Italian Consumer Sector (cont’d)
Source: FTSE Russell (Index 5 years performances – data as of 31st July 2021)
50
100
150
200
250
300
2016 2017 2018 2019 2020 2021
FTSE Italia All-Share Consumer Goods
FTSE AW Consumer Goods
+186%
+49%
60
90
120
150
180
210
2016 2017 2018 2019 2020 2021
FTSE Italia Brands
FTSE AW Consumer Goods
FTSE AW Consumer Services
FTSE AW Personal Goods
+99%
+88%
+78%
+49%
│ 6
Industrial & Health Care Day
Companies available for One to One Meetings:Attending Companies17
Aggregate Market Capitalisation (€bn)82
Investors from 13 Countries140
Investment Firms100
Requested Meetings450
Co-organising Brokers:
BIESSEP. La Tour (CFO)
A. Amurri (IR & Group Financial Manager)
CAREL INDUSTRIESF. Nalini (CEO)
N. Biondo (CFO)
G. Grosso (IR Manager)
CIRR. De Benedetti (Chairman)
M. Cavigioli (CFO)
P. Landenna (Group Controller, Sustainability & IR)
DATALOGICV. Volta (CEO)
L. Bernardelli (CFO)
V. Colucci (IR Advisor)
DIASORINR. Fava (Corporate Vice President Communication & IR)
E. Salvini (IR)
ESPRINETG. Perfetti (IR Manager)
FINCANTIERIF. Gallia (General Manger)
G. Dado (CFO)
IR Team
GVSM. Scagliarini (CEO)
M. Saccone (CFO)
INTERPUMP GROUPL. Mirabelli (Head of IR)
ITALMOBILIAREA. Melissari (IR & Business Development)
L. Cedaro (Investments & Business Development)
LEONARDOV. Ricciotti (Head of IR & Credit Rating Agencies)
MARRF. Ospitali (CEO)
A. Tiso (Strategic Business Planning, IR and IT)
L. Van Lancker (IR)
RECORDATIL. La Corte (Group CFO)
F. De Medici (Director IR & Corporate Communications)
REPLYM. Lückenkötter (IR, Director)
SOLA. Fumagalli Romario (CEO)
M. Filippi (CFO)
STMICROELECTRONICSC. Berthier (Group Vice President, Head of IR)
A. Fumagalli (Manager, Investor Relations)
ZIGNAGO VETROR. Celot (CFO & IR Manager)
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)
│ 7
8
38
20
33
811
53
€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+
Italian Industrial & Health Care Sector
24%
16%
16%
9%
9%
8%
8%
4%
3%2%2%
Technology Hardware & Equip.
Medical Equip. & Services
Industrial Support Services
Pharma & Biotech
Software & Computer Services
Electronic & Electrical Equip.
Industrial Engineering
General Industrials
Aerospace And Defense
Chemicals
Others
Capitalisation Breakdown by Sector1
€139 Bn
No of Companies by Market Cap range1
128Listed Companies
€138.6bn aggregatecapitalisation, representing over
18% of the total market capitalisation
€29.4bn of money raised since 2000: €18.2bn at IPO and
€11.2bn with subsequent capital increases
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. Not inclusive of suspended companies
│ 8
Italian Industrial & Health Care Sector (cont’d)
Source: FTSE Russell (Index 5 years performances – data as of 31st July 2021)
60
80
100
120
140
160
180
200
2016 2017 2018 2019 2020 2021
FTSE Italia All-Share Industrials
FTSE AW Industrials
+50%
+85%
50
150
250
350
450
550
2016 2017 2018 2019 2020 2021
FTSE Italia All-Share Technology
FTSE AW Technology
+416%
+230%
60
100
140
180
220
260
300
2016 2017 2018 2019 2020 2021
FTSE Italia All-Share Health Care
FTSE AW Health Care
+185%
+63%
│ 9
Infrastructure & Energy Day Day
Companies available for One to One Meetings:Attending Companies24
Aggregate Market Capitalisation (€bn)227
Investors from 15 Countries180
Investment Firms110
Requested Meetings620
Co-organising Brokers:
A2AR. Mazzoncini (CEO)A. Crenna (CFO)R. Bonfiglio (Head of IR)IR Team
ACEAG. Gola (CEO)F. Paris (CFO)S. R. Songini (Head of IR & Sustainability)E. Angrisani (Head of IR)
ASCOPIAVEN. Cecconato (President & CEO) R. Paggiaro (CFO)G. Bignucolo (IR Manager & Head of Planning and Management Control)F. Gallina (M&A)F. Stevanin (General Counsel)
ATLANTIAC. Bertazzo (CEO)C. Introvigne (IR Director)T. Ribas (IR)
BUZZI UNICEMP. Buzzi (CEO Finance)L. Coaloa (IR Officer)
CEMENTIR HOLDINGF. Caltagirone (Chairman & CEO)M. M. Bianconi (Group Chief M&A, Integration and Corporate Development & IR Officer) E. Pettinari (IR)
ENAVL. Colman (CFO)V. De Domenico (Head of IR)F. R. Mazza (IR)
ENELA. De Paoli (CFO)M. Girardi (Head of IR)
ENIA. Quaggia (Continental Europe IR Manager)C. A. Mora (Italy IR Manager)P. Basilici (IR)
ERGP. L. Merli (CEO)M. Pedemonte (CFO)E. Delucchi (Chief ESG, IR & Communication Officer)
FALCK RENEWABLEST. Volpe (CEO)P. Rundeddu (CFO)G. Botta (Head of IR & ESG data Reporting)
FERROVIE DELLO STATOS. Pierini (Managing Director Finance, IR, Insurance & Assets)V. Iezzi (Head of DCM)
HERAT. Tommasi di Vignano(Chairman)S. Venier (CEO)J. Hansen (Head of IR)
INWITG. Ferigo (CEO)D. Galli (CFO)F. Ruffini (Head of IR)
IRENG. Armani (CEO)M. Levrino (CFO)G. Domma (Head of IR)
ITALGASP. Gallo (CEO)G. Amoroso (CFO)A. M. Scaglia (Head of IR & ERM)A. Iobbi (IR)
PRYSMIANM. C. Bifulco (Chief Sustainability Officer & Group IR Director)M. Battaini (Chief Operating Officer)
RAI WAYA. Mancino (CEO)A. Pellegrino (CFO)G. Benucci (Chief CorporateDevelopment)A. Cairati (Head of IR & Sustainability)
SALCEF GROUPV. Salciccia (CEO)F. De Masi (CFO)A. Crosa (IR & Sustainability Manager)
SARASD. Scaffardi (CEO)F. Balsamo (CFO)I. Candotti (Head of IR)
SNAMA. Pasini (CFO and Chief
International & Business Development Officer)F. Pezzoli (Head of IR Team)G. Belloni (IR Team)P. De Luca (IR Team)
TELECOM ITALIAG. Ronca (CFO)
C. Bardelli (Head of IR)
TERNAS. Donnarumma (CEO)
M. Paolucci (Head of External Relations,Institutional Affairs and Sustainability)A. Scornajenchi (CFO)O. Al Bayaty (Head of IR & ESG)
WEBUILDM. Ferrari (GM Corporate
and Finance)M. Pompei (CFO)A. Karaj (Head of IR)A. Mirabelli (Budgeting and Planning Director)
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)
│ 10
2
14
7
19
6
13
4
7
€0-10m €10-50m €50-100m €100-500m €500m-1bn €1-5bn €5-10bn €10bn+
Italian Infrastructure & Energy Sector
42%
26%
14%
7%
6%
5%1% 0.1%
Electricity
Oil, Gas And Coal
Industrial Transportation
Telecomm. Service Providers
Gas, Water & Multi-Utilities
Construction & Materials
Media
Alternative Energy
Capitalisation Breakdown by Sector1
€260 Bn
No of Companies by Market Cap range1
73Listed Companies
€260.0bn aggregatecapitalisation, representing over
34% of the total market capitalisation
€60.3bn of money raised since 2000: €35.7bn at IPO and
€24.6bn with subsequent capital increases
Source: Market Analysis – Borsa Italiana (data as of 31st July 2021)1. Not inclusive of suspended companies
│ 11
Italian Infrastructure & Energy Sector (cont’d)
Source: FTSE Russell (Index 5 years performances – data as of 31st July 2021)
30
40
50
60
70
80
90
100
110
120
130
FTSE Italia All-ShareTelecommunications
FTSE AWTelecommunications
40
60
80
100
120
140
160
180
200
220
FTSE Italia All-ShareIndustrial Transportation
FTSE AW IndustrialTransportation
60
80
100
120
140
160
180
200
FTSE Italia All-ShareUtilities
FTSE AW Utilities
+79%
+21%
40
60
80
100
120
140
FTSE Italia All-Share Oil& Gas
FTSE AW Oil & Gas
(12%)
+91%
(24%)
(9%)
(8%)
(12%)
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