Arcus Infrastructure Partners LLP

Status Realised (2022)

Overview

  • Sector digital
  • Investment Year 2018
  • Country Netherlands

Key Metrics

  • Ownership >98%
  • GRESB 2021 2nd out of 9 Fibre networks
  • Employees c.15
  • Homes Passed >177,000
  • Municipalities 20
  • Project Footprint >336,000 homes passed at completion

Market

  • Strong underlying demand for ultra-fast broadband, driven by exponential growth in consumer data consumption
  • Significant addressable market in less densely populated areas where existing infrastructure is dependent on older technologies
  • Supportive macro environment with stable GDP growth, high consumer spending, and policy support for next-generation infrastructure

Asset

  • E-Fiber operates primarily as an open-access, wholesale fibre-to-the-home platform providing increasingly critical broadband infrastructure to the communities it serves
  • The company receives wholesale fees from local and national internet service providers based on the number of users using its network
  • E-Fiber has strong competitive positioning as generally the sole provider of fibre-to-the-home networks in municipalities where the company has an established network
  • Network design and build is state-of-the-art, with future-proof characteristics and flexibility for multiple use cases
  • Strong alignment through shareholding with senior management team, who are deeply experienced in fibre-to-the-home deployment in the Netherlands