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    Nicolò Pessina

    Senior Equity Analyst at Mediobanca

    Nicolò Pessina is a Senior Equity Analyst at Mediobanca, specializing in transport and infrastructure sectors with a focus on Italy and Iberia. He covers major companies including Atlantia, Digital Value, and leading Italian corporates, consistently providing financial modeling and investment recommendations that have helped generate superior sector insights, with track records showing targeted returns around 10% for new projects and outperform ratings on key stocks. Pessina has worked within Mediobanca for several years, visible in sector reports from at least 2016 onward, and has developed expertise in both market and macroeconomic research through regular participation in high-profile CEO conferences; previous experience and FINRA or securities licenses are not publicly documented. His analysis frequently features in Italian market events and is a recognized reference for institutional investors seeking actionable sector intelligence.

    Nicolò Pessina's questions to Ferrovial (FER) leadership

    Nicolò Pessina's questions to Ferrovial (FER) leadership • Q1 2025

    Question

    Nicolò Pessina asked for qualitative details on the 407 ETR's promotional campaigns, including the number of users targeted and their acceptance levels. He also sought to confirm if the 22% average ticket increase implied that the impact of the January toll hike was greater than the dilutive effect of the March promotions.

    Answer

    Executive Ernesto Lopez Mozo disclosed that approximately 1 million customers have been targeted with promotions, which will continue throughout the year. He declined to provide specific utilization data, calling it premature. He also did not confirm the relative impact of the toll hike versus promotions on the 22% revenue-per-trip growth, but stated that any cannibalization is monitored and has been minimal.

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    Nicolò Pessina's questions to Ferrovial (FER) leadership • Q1 2024

    Question

    Nicolò Pessina inquired about the risk of contract termination for Ferrovial's U.S. toll roads, the specific traffic impact from construction on the NTE in March, and the drivers behind the strong Q1 pricing on the I-66.

    Answer

    CFO Ernesto Lopez Mozo stated that Ferrovial has received no indication of termination for convenience on its Texas assets and noted the high cost of such an action. He explained that the NTE's March traffic was skewed by Easter, making it hard to isolate the construction impact. Corporate Finance Director Ignacio Del Pino attributed the I-66's strong pricing to high regional willingness to pay and flexible pricing frameworks, not a one-off event.

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