Pantheon Infrastructure PLC · LSE:PINT
Pantheon Infrastructure — Investor Presentation (June 2025)
17 slides from Pantheon Infrastructure's investor presentation, Jun 5, 2025
Slide 1: Pantheon Infrastructure PLC Capital Markets Event 2025
INFRASTRUCTURE PANTHEON INFRASTRUCTURE PLC Capital Markets Event 2025
Slide 2: Pantheon Infrastructure Platform
PANTHEON INFRASTRUCTURE PLATFORM
Slide 3: Pantheon is a leader in infrastructure investing
Pantheon is a leader in infrastructure investing Strong Track Record 4 AUM $22.7bn Total Realized Investment Total Investments 2 230+ 20% Experience 16% 14% 1.9x & AUM1 12% GP Relationships2 60+ 1.5x 1.7x 1.4x Investment Professionals 36 Gross IRR / TVPI Notional Net IRR / TVPI Gross IRR / TVPI Noti
Slide 4: Key themes in infrastructure investing across a disrupted landscape
Key themes in Infrastructure investing across a disrupted landscape Mega trends Private infrastructure trends Big data Urbanization Aging population Smart Digital health • The potential impact of tariffs, trade conflicts, and geopolitical tensions Cities remains uncertain Energy • Significant supply
Slide 5: Infrastructure GP views on Tariffs
Infrastructure GP views on Tariffs The tariffs announced are likelyInclude to lead to a slowdown in the global economy and a shift away from a globally integrated econ omy 1 towards a regionalised economy. 3 essential points and reduce the amount text on your slide. 2 Infrastructure is a resilient a
Slide 6: Disclosure and important notice
Disclosure and important notice Important notice The information contained in this document is confidential and for the sole use of the recipient and must not be forwarded to any other person. This document does not constitute or form part of, and should not be construed as, an offer, invitation or
Slide 7: Disclosure and important notice (continued)
Disclosure and important notice (continued) Important notice (continued) In particular, this document and the information contained herein, are not for publication or distribution, directly or indirectly, to persons in the United States (within the meaning of Regulation S under the US Securities Act
Slide 8: Pantheon
if) PANTHEON
Slide 9: Zenobe
For Investment Professionals only Zenobe PINT Capital Markets Event May 2025
Slide 10: Steve Holliday
Steve Holliday • Steve is Non-Executive Chairman of Zenobe, Chairman of Cityfibre and President of the Energy Institute • He is the former Chief Executive of National Grid plc. Steve joined National Grid Group as the Board Director responsible for the UK and Europe in March 2001, becoming Chief Exec
Slide 11: Investment Themes
Investment Themes The investment into Zenobe addresses key decarbonisation themes. Infracapital, with support from its investors, has invested c. £400m to date Green Grids Clean Air Energy Resilience • Enabling the integration of • Electrifying bus and commercial • Delivering inertia, short circuit
Slide 12: Zenobe Overview
Zenobe Overview International leader in battery storage and EV fleets, delivering direct decarbonisation and facilitating the growth of renewables on the grid 120 Depots End-to-end solutions to fleet electrification 2000 buses Helping operators bring zero emission vehicles to their communities >1 GW
Slide 13: Portfolio Highlights
Portfolio Highlights Zenobe is a market leader across Network Infrastructure and EV in the UK and is accelerating international expansion Network Infrastructure Electric Vehicles Zenobē’s Live and Contracted Projects • Leading developer • Scotland - On track to manage 1.2GW - In 2024 signed agreemen
Slide 14: Case Study: Blackhillock BESS
Case Study: Blackhillock BESS Europe’s Largest Transmission-Connected Battery with capacity up to 300MW/ 600MWh Project Overview Location Blackhillock, Scotland (between Inverness and Aberdeen Capacity 300MW/ 600MWh Status Phase 1: 200MW live in 2025; Phase 2: 100MW by 2026) Strategic Importance • W
Slide 15: Zenobe Growth Prospects
Zenobe Growth Prospects Zenobe has the potential to export current products to new jurisdictions internationally as well as expand into new products adjacent to grid and vehicle electrification • Plan to develop 3.5GW of BESS projects in the UK, with a strong Green Grids pipeline of self-developed a
Slide 16: Q&A
For Investment Professionals only Q&A
Slide 17: Fireside chat
Fireside chat Derek McManus Derek is an Operating Partner at Asterion Industrial Partners. He has over 35 years of industrial experience in the telecoms sector, having worked at BT/Cellnet and O2/Telefonica in senior management positions as well as holding non-executive board roles in a number of te
Pantheon Infrastructure — Investor Presentation (June 2025) on 6ix