Investment Case - A1 Group

Digital leader in CEE

Broadband Internet | Mobile & Home Entertainment | Voice Telephony | Data & IT Services | Security | Digital Payments

– Exploiting growth opportunities in digital services on the back of an excellent customer journey in B2B digital services

– Country diversification and GDP growth: 2.3% in A1 CEE versus 1.3% in EUR (2026e)

Financial Performance

> € 500 mn free cash flow p.a.

– Revenue & EBITDA Growth: Industry-leading and constant increases

– Strong Free Cash Flow: Supporting investments & shareholder returns

– Attractive Risk Profile: Underpinned by highest credit rating (A-/A3) in peer group

Strategic Strengths

#1 and 2 in 5/7 mobile markets

– Market Leadership: Strong brand and market positions in CEE, award-winning network & outstanding customer service

– Digital Innovation: Expanding service offerings through digitalization for retail and business customers

– Unique footprint: Business in Austria brings stability, international markets growth

Capital Structure & Shareholder Returns

~ 4% dividend yield

– Financial Strength: Conservative financial profile provides flexibility for growth

– Consistent Dividend Growth: increase in seven consecutive years with >10% CAGR

– Core shareholders bring further expertise and stability: AMX (one of the largest telcos) and ÖBAG (Austrian state); minimum 10% free float stipulated in syndicate agreement

Free cash flow: average last 5 years

Dividend yield: per year-end 2024, dividend CAGR for last seven years

GDP growth rates: IMF World Economic Outlook (January 2026) – Real GDP growth

Documents
Presentation A1 PDF
Presentation EuroTeleSites PDF

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