Investor Presentaiton
(1) URBANISATION/POPULATION GROWTH-
HIGHER NEED FOR INFRASTRUCTURE
By 2050 68% of the global population will live in cities
(today: 55%) - an increase of the urban population by
2.5 billion.
Nine largest European cities are projected to have a gap of
1.2 million flats by 2030. In addition, a number of European
countries have significant unmet needs for social housing.
23 EU countries submitted their national recovery and
resilience plans with significant investment programmes for
the housing sector to the EU Commission in spring/early
summer of 2021.
⚫ McKinsey: Germany needs to increase its annual
construction volume by about € 40 billion in order to
reach its political goals for infrastructure and
residential construction.
"Bundesverkehrswegeplan 2030": German investment plan
with total sum of € 270 billion (focused on infrastructure in
the Western part)
-
CASE STUDY GERMANY: DAILY TRAFFIC LOAD 2030F
CHR
Vehicles
(thousands/day)
>90
70-90
50-70
30-50
20-30
15-20
10-15
<10
Sources: Deutsche Stiftung Weltbevölkerung, Pressemitteilung 16.5.2018; Bundesministerium für Verkehr und digitale Infrastruktur, Bundesverkehrswegeplan 2030;
McKinsey & Company Infrastruktur & Wohnen, Februar 2018; DIWECON "Estimating the number of unavailable flats in selected nine largest European cities by 2030",
September 2020; Housing Europe "The State of Housing in Europe 2021"; Bruegel European Union countries' recovery and resilience plans, September 2021.
14
Investor Presentation January 2023
STRABAG
SOCIETAS EUROPAEAView entire presentation