REN

Company Details

Sector Utilities

Broker BPI / Portugal

Broker Contact Frederico Torre frederico.costa.torre@bpi.pt

Company profile

REN – Redes Energéticas Nacionais operates in two major business areas:

• The transmission in very high voltage electricity and overall technical management of the National Electricity System;

• The transport of high-pressure natural gas and overall technical management of the National Natural Gas System, guaranteeing the reception, storage and regasification of LNG and underground storage of natural gas.

REN also operates in the telecommunications business via RENTELECOM, which includes a range of services, such as infrastructure, managed services and consultancy.

The internationalization of REN’s operations is a business that is taking its first steps, and received a newimpulse with the entry of strategic international partners (State Grid and Oman Oil) in to the company capital.

Delegates: Rodrigo Costa (CEO); Gonçalo Morais Soares (CFO); Ana Fernandes (IR)

Market cap: EUR/m 1480; USD/m 1600

Analyst Report

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Company	Broker	Country	Sector	Date	Attending in	Market cap USDm	Delegates
Mota Engil	BPI	Portugal	Industrials	3-4 June	New York/Boston	750	João Vermelho (Head of IR); Maria de Anunciação Borrega (IR)
Sonae	BPI	Portugal	Consumer Goods	3-4 June	New York/Boston	3000	Luis Reis (CCCO); Patricia Pinto (IR)
BPI	BPI	Portugal	Financials	2 June; 4 June	New York/Boston	2300	Fernando Ulrich (CEO); Luis Ricardo Araujo (Head of IR)
CTT	BPI	Portugal	Transportation Services	2 June	New York	1500	Francisco de Lacerda, (CEO)
EDP Renovaveis	BPI	Portugal	Utilities	3 June	New York	6000	Rui Teixeira (CFO); Rui Antunes (IR)
EDP	BPI	Portugal	Utilities	3 June	New York	14000	António Mexia (CEO); Miguel Viana (IR)
Altri	BPI	Portugal	Industrials	2 June	New York	850	Paulo Fernandes (CEO); Ricardo Ferreira (IR)
Galp	BPI	Portugal	Oil & Gas	1 June	New York	9000	Carlos Gomes da Silva (CEO); Otelo Ruivo (IR)
Impresa	BPI	Portugal	TMT	2 June	New York	190	José Freire (Director)
Jeronimo Martins	BPI	Portugal	Consumer Goods	2-3 June	New York	8000	Ana Luísa Virginia, (CEO’s Chief of Staff); Claudia Falcao (IR)
REN	BPI	Portugal	Utilities	2 June	New York	1600	Rodrigo Costa (CEO); Gonçalo Morais Soares (CFO); Ana Fernandes (IR)
BCP	BPI	Portugal	Financials	2-4 June	New York/Boston	5400	Miguel Bragança, (CFO) tbc; Rui Coimbra (IR)
NOS	BPI	Portugal	TMT	2 June	New York	3700	José Pedro Pereira e Costa (CFO); Maria João Carrapato (IR)
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BAM Groep	ING	The Netherlands	Industrials	3 June	New York	916	Rob van Wingerden (CEO); Joost van Galen (IR)
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Heijmans	ING	The Netherlands	Industrials	3 June	New York	200	Bert van der Els (CEO); Mark van den Biggelaar (CFO)
Barco	KBC	Belgium	TMT	3-4 June	New York/Boston		Carl Peeters (CFO); Carl Vanden Bussche (VP of IR)
Bekaert	KBC	Belgium	Industrials	2 June	New York		Matthew Taylor (CEO)
KBC	KBC	Belgium	Financials	2 June	New York		Kurt De Baenst (Manager of IR); Ilya Vercammen (IR Manager)
Elia	KBC	Belgium	Utilities	2 June	New York		Catherine Vandenborre (CFO); Tom Schockaert (IR)
Ackermans & van Haeren	KBC	Belgium	Financials	3 June	New York		Tom Bamelis (CFO)
Fagron	KBC	Belgium	Healthcare	2-4 June	New York/Boston		Jan Peeters (CFO); Marieke Palstra (IR)
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BIC	Société Générale	France	Consumer Goods	2 June	New York	6738	Sophie Palliez (IR Director)
Veolia	Société Générale	France	Utilities	3-4 June	New York/Boston	10335	June 3rd/New York: Philippe Capron (CFO); Ronald Wasylec (Head of IR); Terri Anne Powers (Director of NA IR); June 4th/Boston: Ronald Wasylec (Head of IR); Terri Anne Powers (Director of NA IR)
Eurazeo	Société Générale	France	Financials	2 June	New York	4914	Philippe Audouin (CFO); Caroline Cohen (Head of IR)
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Peugeot	Société Générale	France	Consumer Goods	2 June	New York		Frédéric Brunet (IR Officer); Karine Douet (IR)
ARCADIS	ING	The Netherlands	Industrials	3 June	New York	2746	Renier Vree (CFO); Joost Slooten (Director IR)
Portugal's Economy Minister	BPI	Portugal		2 June	New York		António Pires de Lima (Minister of Economy, Portugal)
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