Arnoldo Mondadori Editore S p A : Roadshow Milano – Giugno 2022

Acquisition

Investor Presentation

Antonio Porro - CEO

Alessandro Franzosi - CFO

June 15th, 2022

AGENDA

1. Edizioni STAR COMICS deal
2. 1Q 2022 Results
3. FY 2022 Outlook

Key Highlights - The Strategic Rationale …

A relevant step to enter the growing Comics

market

Mkt Share in the

Comics:

from 4% to 30%

Strengthening of the publishing business through the acquisition of a

leadership position in the Comicsthat represents the most dynamic

and growing segment of the Books market

Potential synergies / opportunities through a greater access to the largest bookshops network in Italy, in which Mondadori Retail is developing a growing number of Comics corner

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… coherent with Group's strategy to increase focus on Books…

Industry

Players

Industry

Activities

Mondadori 2021

M&A deals

Mondadori

Strategy

Mondadori 2022

M&A deals

Vertical Integration

Continuous	Growth of the third	Growth of the third	PoS Network:
strengthening of
publishers'	publishers' portfolio	Ongoing
editorial leadership
portfolio		Rationalization &
& entering in new
		New Openings
segments

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Key Highlights - The Italian Comics Market

+256%

Volume data

Trade Mkt	3.5%	5.1%	10.0%

Share

+175%

Value data

(€ '000)

Trade Mkt	2.4%	3.5%	5.9%
Share
Average	€ 11.2	€ 10.4	€ 8.7
Cover Price

2021:

extraordinary growth vs 2020 and 2019,

driven by Manga

• mn

100.2

58.1%	+421% vs
	2019

38.6%

30.6%

Source: AIE 2022

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