Investor Presentation
PRUDENT PORTFOLIO VALUATION
TRACK-RECORD of value creation
EFFECTIVE value upside at exit
CASH-ON-CASH MULTIPLE
2021
Orolia
ཊྛོ ཎྜཛྱཱ ཉོ སྠཽ ཀླི ཆུ ཚྭ ཎྜ སྠཽ ཎྜ
Terreal Mors Smitt
3.5x5
Fraikin ANF
Moncler²
Moncler²
10.0
Moncler
Moncler2
Asmodee
6.7
4.6
4.1
4.0
Trader
Interactive
Flexitallic
Group
Vignal
Lighting'
2.8
2.5
3.6
In'Tech
Medical
3.0
Adjust
2.5
Foncia
Immo.2 2.9
Rexel
Colisée Elis²
ANF
2.8
IMV
Smile
Immobilier2
2.1
2.4
2.4
2.3
2.1
Moncler²
2.0
Tech. Accor2 Cap Vert
2.0
2.5
2.4
Finance
2.3 2.3
24
PeopleDoc
Planet
Elis2
2.0
Eutelsat B&B
Gault&
1.7
1.7
Edenred
Frémont
1.9 2.0
Odealim
iM Global
1.8
14
Accor
1.9 1.9
Neovis
Partner
Grandir
Segens
1.2
Elis2
Intercos
Europcar2
Europcar
0.5xStation Casinos
0.2 Sirti
2005
APCOA
Elis
Desigual
0.5
Léon q
Bruxel
3SP 0.0 0.0
2013
2014
2015
2017
2018
2019
2020
2002
c.2x
weighted
average
EURAZEO
1.
As of December 31, 2021
2020
2.4x
weighted
average
>>
Reden Solar
4.3
2021
A cautious valuation of the more
volatile assets
>> Diversified high-quality portfolio
across attractive sectors
Very limited exposure to Russia
and Ukraine
>> Several exits already signed
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INVESTOR PRESENTATIONView entire presentation