Acquisition of Yunex Traffic: a Global Leader in ITS

Moving Forward

Acquisition of Yunex Traffic: a Global Leader in ITS

17 January 2022

Executive Summary

• Acquisition of Yunex GmbH ("Yunex Traffic"), the global digital leader in the Intelligent Transport Systems ("ITS") market with the largest installed base of IoT traffic infrastructure worldwide
• • €635m revenues and €54m EBITDA in 2021
  • Total consideration of €950m with closing, subject only to Antitrust / FDI clearance, expected by
    September 2022
• Expansion in the Intelligent Transport Systems market, one of the most synergetic adjacent sectors to Atlantia portfolio, underpinned by secular growth megatrends (CAGR 21-26> 10%)
• Clear and tangible synergies with Atlantia current portfolio
• Enhancement of Atlantia infrastructure portfolio diversification and reinforcement of our technological footprint, consistently with our stated strategy toward an increasingly sustainable, safe, innovative and efficient mobility

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Progress on our Strategic Initiatives

Current Portfolio

• Agreement for the sale of ASPI signed in Jun-21
• • Closing expected by March 2022
• Core assets
• • Strategic review and reorganisation
  • Constant and proactive research of investment opportunities (e.g. >€300m new capex in Chile agreed by Abertis, with 20M of concession's extension)
• Portfolio optimization (minority stakes disposals for ca. €300m)
• ESG achievements: MSCI, Vigeo, GRESB upgrades; inclusion in MIB ESG

Expansion in Synergistic Fields

• Acquisition of 100% Yunex Traffic
• Volocopter minority investment
• Urban Blue: company launched for the building and management of vertiports

Capital Allocation and

Shareholder Remuneration

• New dividend policy
• • Commitment to distribute €600m on 2021 results (in
    May 2022), with a 2022-24 CAGR of 3-5%
• On 3 December 2021 Atlantia's EGM approved a buy-back plan worth up to €2bn, to be executed in the following 18 months, with the subsequent cancellation of the shares

Constant delivery of our strategic objectives

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Our View and Ambition in the Mobility Ecosystem

Megatrends & Reference Scenario

Social, economic and technological megatrends are impacting the mobility context…

…shaping a new market scenario

MEGATREND

RAPID URBANISATION

TECHNOLOGICAL BREAKTHROUGHS

CLIMATE CHANGE

AND RESOURCE

SCARCITY

SHIFT IN GLOBAL

ECONOMIC POWER

DEMOGRAPHIC AND

SOCIAL CHANGE

IMPACT ON MOBILITY

• Growing congestion on urban road networks
• Expanding of non-traditional transport modes
• Rise of new and non-systematic, long distance movements
• New mobility services enabled by digital platforms
• Data as the new gold
• Vehicles more and more connected, green and autonomous
• Shift to sustainable transports - driven also by regulation -
• Smart infrastructure to monitor emissions and get higher operational efficiency
• Sharing e-mobility business models increasingly growing
• Shift in int'l trade stimulating investment and cross-border service offering
• Trade growth in consolidated and new corridors
• Logistic companies vertically integrating
• Customer evolving needs require a diversified range of services
• Need of adapting the existing infrastructure capacity
• Traditional OEM players are repositioning as providers of mobility services

INDIVIDUALISM

• Customers looking for tailored mobility solutions able to satisfy their expectations and specific needs in terms of destination, time and speed of traveling, price, comfort etc.

BUSINESS FRAGMENTATION

• Higher specialization on the mobility service value chain with a significant increase of "tech & data" players
• Digital platforms will be the key elements for combining the fragmented mobility eco-systems
• Physical integration of the different mobility solutions in multimodal hubs will support a seamless customer experience
• On-demandservices will be further developed to support a more efficient use of the transport capacity

RACE FOR SUSTAINABILITY

• Push to achieve global sustainability targets

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