National Express Group PLC Capital Markets Day Transcript

Oct 18, 2021 / 01:00PM GMT
Jose Ignacio Garat - National Express Group PLC - Group CEO & Director

Hello, and welcome. I'm delighted that you have joined us for our first Capital Markets Day in many years. I have spent the last 11 months conducting a thorough and comprehensive business review, truly understanding what the group stands for, assessing the depth and breadth of the talent we have and taking a critical, dispassionate look at the current portfolio and the opportunities ahead of us. Today, we will take you through this.

I know that the recent Stagecoach transaction has grabbed the headlines, but the focus of today is to outline our stand-alone group strategy and growth prospects, which we are very excited about. But before we get into the meat of the day, let me give you a sneak preview of the slide we're going to end this presentation with, the investment case.

There are 6 reasons to be excited about the future. First, we have long-term sustainable structural growth opportunities, from the modal shift, to public transport. More and more cities need our services. They share or decide to deliver

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