Arcus Infrastructure Partners LLP

Asset ManagerMartin Puder

Overview

  • Sector digital
  • Investment Year 2018
  • Status Invested
  • Country Switzerland

Key Metrics

  • Ownership 78%
  • GRESB 2023 2nd out of 6 Western Europe Fibre Networks
  • Homes connected c.34,000
  • Number of Networks owned/in construction 5

Market

  • Highly fragmented market with significant opportunities for further FTTH network roll out
  • Attractive FTTH consumer market potential with positive tailwinds on commercialisation
  • Favourable Swiss macroeconomic fundamentals with highest income / capita in Europe

Asset

  • State-of-the-art 4 point-to-point fibres per household networks, providing redundancy and spare capacity for future use cases
  • Attractive open-access wholesale business model with revenues underpinned by long-term contracts with national and local CSPs
  • High barriers to entry thanks to long-term exclusive rights over the use of local utility ducts