Alkemy S p A : 2024.05 – Company Presentation

INVESTORS PRESENTATION

Post Q1 2024

WE DESIGN BUSINESS

EVOLUTION THROUGH DATA, TECHNOLOGY CREATIVITY.

2

INVESTMENT HIGHLIGHTS

E

EVOLUTION

A

ALCHEMY

M&A

ACQUISITIONS

Ex

EXPERIENCE

We help companies evolve and transform their business model, in coherence with the deep industry transformations, and to fully unleash their potential.

We offer an alchemy of skills and competences best fit to adapt to market transformation, with a

strong set of professional profiles that implement AI and other technology solutions.

We have a proven ability to acquire new skills and capabilities, through successfully integrating companies with 10 acquisitions completed since our foundation.

We are represented and guided by an experienced and founder-ledmanagement team.

G

GROWTH

I

INTERNATIONAL

Cb

CUSTOMER BASE

L

LISTING

We operate in a fast-growingmarket and our differentiated positioning allowed us to grow at a 28% CAGR since 2013.

Since 2016, we have expanded our activities in Southern

Europe, and our int'l offices now generate around 40%

of the Group revenues.

We can leverage on a strong and recurring mid and large companies' customer base (our recurring business accounts for more than 80% of total revenues)

We are a pure public company, listed since 2017 on the Italian Stock Market and included within the STAR segment of Borsa Italiana since 2019.

3

OUR SUCCESSFUL BUSINESS MODEL

We insist on the digital transformation

market, that only in Italy is worth around 6B€

and it's expected to grow at about +8% rate over the next 5 years.

Our fully integrated alchemy of competences is best positioned to guide

companies across all the phases of the Digital Transformation journey.

Our diversified portfolio of competences (tech & data, consulting, digital marketing, brand experience) brings a higher

resilience to economic cycles.

Every 2.1 years Alkemy has doubled its

size, with a mix of organic growth (20% CAGR) and M&A contributing to 1/3 of our growth (10 deals completed).

Our team of 900+ experts in AI, Data, Tech, Consulting is the core of our

Company: it is part of our Community of "persone brave e brave persone".

4

MARKET OPPORTUNITY

€15 Bn

reference market size in covered geographies.

Source: Alkemy analysis, does not include "Product and Space Design"

€8 Bn

reference market size in Italy by 2024.

Source: Alkemy analysis on data from Assoconsult, IAB, Nielsen, Politecnico di Milano, PwC, Accenture, Assinform, and other industry report

66%

of medium and large companies in Italy still needs to implement digital enablers to leverage on the AI opportunity.

€40 Bn

funding coming from the NRRP for the Digital Transformation

of Companies and PA.

85%

of CEOs reported increased investments in digital capabilities.

Source: Gartner CEO Survey: Inflation Won't Stall Digital Transformation, Provided Customer Experience is a focus

Osservatorio Artificial Intelligence 2023, School of Management Politecnico di Milano

5

ALKEMY AT A GLANCE

CAGR 13-23

32

630

516

252

160 208

92

59

915

899

750

650

28%

72

45

35

29

18

12

4

119

107

95

85

75

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

Employees

Revenues

				Internationalization	AIM		STAR
				strategy	Listing		Listing			1000+
										People
2012	2013	2014	2015	2016	2017	2018	2019	2021	2022	2023

Foundation

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SOME OF OUR CLIENTS

T&T

SOME OF OUR CASE STUDIES (1/2)

BARILLA

Brand awareness campaign with the creation of a short film that won the Grand Prix of the ADCI awards.

MAHOU

We launched an App that can, through facial recognition, detect the mood of users and recommends one plan or another for the evening.

TOP ITALIAN RETAILER

Guidance for the full process of becoming a data-driven Company with a systematic approach to CRM, including data standardization and infrastructure preparation.

AGOS

Development of Advanced Analytics models for the clustering of prospects based on the needs profile, allowing the client to customize communication and increase their marketing actions' success rate.

PARMACOTTO

Support for the digital positioning of the brand on the U.S.A. market, leveraging on the synergies of the different offices of Alkemy.

LEADER IN ITALIAN TELEVISION INDUSTRY

Support for the design and development of a «future proof» customer care model through the full leveraging of the digital channels, and data.

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SOME OF OUR CASE STUDIES (2/2)

LEADER IN THE

BANKING SECTOR

Development and implementation of several analytics activities, supporting the CRM processes with the aim of maximizing the effectiveness of upselling and cross-selling.

BLUE LAGOON

Creation and design

of the new digital platform experience, in line with the new brand positioning.

CHAMPIONS LEAGUE

Design of hospitality spaces for several Champions League finals. Responding to the requests of the PepsiCo Marketing and PepsiCo Design & Innovation divisions, the concepts and arrangements of the temporary spaces were raised to a new level.

PIAGGIO GROUP

End-to-end management of the brand communication including strategy, creativity and editorial plan, to strengthen the online positioning increasing brand visibility and competitiveness.

E-GEOS

Digital partner contributing to the technological platform for data access and to the services of IRIDE - the innovative Italian satellites constellation for Earth observation.

LEADER IN ENERGY & UTILITIES SECTOR

Support in the digital evolution process, from the initial comprehensive audit and up until the management of the whole media funnel and digital strategy.

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OUR MACRO COMPETENCES

C

STRATEGY CONSULTING

Activities aimed at achieving economic business results in the vertical industries, by linking channels and technologies to clients' businesses and strategies.

DA

DM

T

BP

DATA &	DIGITAL	TECHNOLOGY	BRAND
ANALYTICS	MARKETING		EXPERIENCE
Activities dedicated to	Development of	Design and development	Activities aimed at creating
supporting companies	strategies and	of software-agnostic	unique brand experiences,
in improving	governance of tools for	technologies for the digital	spanning from strategy,
performance through	generating engagement	evolution of B2B and B2C	creativity, design and
the analysis of data	and acquiring leads and	channels, front-end	innovation, to production and
and the implementation	customers through	solutions, CRM,	involving all physical and
of analytics models	digital channels.	Marketing Automation	digital channels and
and AI technology and		and eCommerce.	touchpoints.
solutions

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