INVESTORS PRESENTATION
Post Q1 2024
WE DESIGN BUSINESS
EVOLUTION THROUGH DATA, TECHNOLOGY CREATIVITY.
2
INVESTMENT HIGHLIGHTS
E
EVOLUTION
A
ALCHEMY
M&A
ACQUISITIONS
Ex
EXPERIENCE
We help companies evolve and transform their business model, in coherence with the deep industry transformations, and to fully unleash their potential.
We offer an alchemy of skills and competences best fit to adapt to market transformation, with a
strong set of professional profiles that implement AI and other technology solutions.
We have a proven ability to acquire new skills and capabilities, through successfully integrating companies with 10 acquisitions completed since our foundation.
We are represented and guided by an experienced and founder-ledmanagement team.
G
GROWTH
I
INTERNATIONAL
Cb
CUSTOMER BASE
L
LISTING
We operate in a fast-growingmarket and our differentiated positioning allowed us to grow at a 28% CAGR since 2013.
Since 2016, we have expanded our activities in Southern
Europe, and our int'l offices now generate around 40%
of the Group revenues.
We can leverage on a strong and recurring mid and large companies' customer base (our recurring business accounts for more than 80% of total revenues)
We are a pure public company, listed since 2017 on the Italian Stock Market and included within the STAR segment of Borsa Italiana since 2019.
3
OUR SUCCESSFUL BUSINESS MODEL
We insist on the digital transformation
market, that only in Italy is worth around 6B€
and it's expected to grow at about +8% rate over the next 5 years.
Our fully integrated alchemy of competences is best positioned to guide
companies across all the phases of the Digital Transformation journey.
Our diversified portfolio of competences (tech & data, consulting, digital marketing, brand experience) brings a higher
resilience to economic cycles.
Every 2.1 years Alkemy has doubled its
size, with a mix of organic growth (20% CAGR) and M&A contributing to 1/3 of our growth (10 deals completed).
Our team of 900+ experts in AI, Data, Tech, Consulting is the core of our
Company: it is part of our Community of "persone brave e brave persone".
4
MARKET OPPORTUNITY
€15 Bn
reference market size in covered geographies.
Source: Alkemy analysis, does not include "Product and Space Design"
€8 Bn
reference market size in Italy by 2024.
Source: Alkemy analysis on data from Assoconsult, IAB, Nielsen, Politecnico di Milano, PwC, Accenture, Assinform, and other industry report
66%
of medium and large companies in Italy still needs to implement digital enablers to leverage on the AI opportunity.
€40 Bn
funding coming from the NRRP for the Digital Transformation
of Companies and PA.
85%
of CEOs reported increased investments in digital capabilities.
Source: Gartner CEO Survey: Inflation Won't Stall Digital Transformation, Provided Customer Experience is a focus
Osservatorio Artificial Intelligence 2023, School of Management Politecnico di Milano
5
ALKEMY AT A GLANCE
CAGR 13-23
32
630
516
252
160 208
92
59
915
899
750
650
28%
72
45
35
29
18
12
4
119
107
95
85
75
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
Employees
Revenues
Internationalization | AIM | STAR | ||||||||
strategy | Listing | Listing | 1000+ | |||||||
People | ||||||||||
2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2021 | 2022 | 2023 |
Foundation
6
SOME OF OUR CLIENTS
T&T
SOME OF OUR CASE STUDIES (1/2)
BARILLA
Brand awareness campaign with the creation of a short film that won the Grand Prix of the ADCI awards.
MAHOU
We launched an App that can, through facial recognition, detect the mood of users and recommends one plan or another for the evening.
TOP ITALIAN RETAILER
Guidance for the full process of becoming a data-driven Company with a systematic approach to CRM, including data standardization and infrastructure preparation.
AGOS
Development of Advanced Analytics models for the clustering of prospects based on the needs profile, allowing the client to customize communication and increase their marketing actions' success rate.
PARMACOTTO
Support for the digital positioning of the brand on the U.S.A. market, leveraging on the synergies of the different offices of Alkemy.
LEADER IN ITALIAN TELEVISION INDUSTRY
Support for the design and development of a «future proof» customer care model through the full leveraging of the digital channels, and data.
8
SOME OF OUR CASE STUDIES (2/2)
LEADER IN THE
BANKING SECTOR
Development and implementation of several analytics activities, supporting the CRM processes with the aim of maximizing the effectiveness of upselling and cross-selling.
BLUE LAGOON
Creation and design
of the new digital platform experience, in line with the new brand positioning.
CHAMPIONS LEAGUE
Design of hospitality spaces for several Champions League finals. Responding to the requests of the PepsiCo Marketing and PepsiCo Design & Innovation divisions, the concepts and arrangements of the temporary spaces were raised to a new level.
PIAGGIO GROUP
End-to-end management of the brand communication including strategy, creativity and editorial plan, to strengthen the online positioning increasing brand visibility and competitiveness.
E-GEOS
Digital partner contributing to the technological platform for data access and to the services of IRIDE - the innovative Italian satellites constellation for Earth observation.
LEADER IN ENERGY & UTILITIES SECTOR
Support in the digital evolution process, from the initial comprehensive audit and up until the management of the whole media funnel and digital strategy.
9
OUR MACRO COMPETENCES
C
STRATEGY CONSULTING
Activities aimed at achieving economic business results in the vertical industries, by linking channels and technologies to clients' businesses and strategies.
DA
DM
T
BP
DATA & | DIGITAL | TECHNOLOGY | BRAND |
ANALYTICS | MARKETING | EXPERIENCE | |
Activities dedicated to | Development of | Design and development | Activities aimed at creating |
supporting companies | strategies and | of software-agnostic | unique brand experiences, |
in improving | governance of tools for | technologies for the digital | spanning from strategy, |
performance through | generating engagement | evolution of B2B and B2C | creativity, design and |
the analysis of data | and acquiring leads and | channels, front-end | innovation, to production and |
and the implementation | customers through | solutions, CRM, | involving all physical and |
of analytics models | digital channels. | Marketing Automation | digital channels and |
and AI technology and | and eCommerce. | touchpoints. | |
solutions |
10
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Alkemy S.p.A. published this content on 16 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 May 2024 07:47:04 UTC.