Supporting Innovation in Portugal. Lisbon, 27 February 2015



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Supporting Innovation in Portugal Lisbon, 27 February 2015

Welcome addresses: Birthe Bruhn-Léon Director for Lending in Iberia, EIB José Carlos Caldeira President, National Agency of Innovation (ANI) João Almeida Lopes Vice President, Business Confederation of Portugal (CIP) President of APIFARMA

Overview of the EIB Group financing options Manuel Neto Pinto Deputy Head of Division, Lending Operations in Portugal, EIB Stefano Bragoli Structured Finance Manager, EIF

The EIB Group provides finance and expertise for sound and sustainable investment projects specialist provider of risk finance to benefit innovative SMEs 4

Priorities 5

A Strong Response to the Crisis 6

Our Products Loans But also: We help catalyse investment LENDING BLENDING ADVISING Combining EIB finance with EU budget Prepare & implement projects (JASPERS) Guarantees and Risk Sharing Equity participation Higher risk projects for innovation (RSFF / InnovFin) Support for public / private partnerships (EPEC) Attracting FUNDING for long-term growth 7

EIB Group Products for SMEs and Midcaps Micro enterprises SMEs Midcaps indirect indirect indirect/direct EIB Intermediated Loans EIB Mid-cap Initiative loans & guarantees, InnovFin Senior Loans / Guarantees EIF Microfinance EIF Guarantees and Securitisation InnovFin Mid-cap Hybrid / Mezzanine EIF RCR Mezzanine for Growth Equity EIF Venture and Growth Capital Funds, Tech Transfer, Business Angels EIF Products EIB Products 8

EIB - Activity in Portugal Total of EUR 8.6bn during last 5 years 9

Corticeira Amorim RDI EIB provided a loan of EUR 35 million to Corticeira Amorim supporting its RDI programme in the field of cork based products. The EIB funds will contribute to the financing of the RDI investment programme for research innovation and product development, including energy efficiency, environmental protection and safety and will be carried out at Corticeira Amorim s technology centres and production plants in Portugal in cooperation with universities and research centres. BIAL RDI The European investment Bank provided a loan of EUR 50 million to Bial, the leading independent pharmaceutical company in Portugal. The loan was dedicated to research and development activities on drugs for epilepsy, cardiovascular affections and Parkinson s disease in the 2010-2013 period, allowing Bial to further expand the application of Zebinix to include paediatric treatment and neuropathic pain; as well as the development of new drugs for the treatment of Parkinson s disease, hypertension and pain. 10

What is the EIF? We provide risk financing to stimulate entrepreneurship and innovation in Europe Making finance more accessible and helping SMEs to innovate and grow Offering a large array of targeted products to support SMES ranging from venture capital to guarantees and microfinance to SMEs Working with financial intermediaries across the EU-28 EFTA countries, candidate & potential candidate countries Supporting the market in a countercyclical way 11

EIF s Counterparts We work with a wide range of counterparts to support SMEs Resources and Mandators European Investment Bank EIF own resources European Commission Member States/regions Managing Authorities Corporates/private Public institutions Other third parties Intermediaries and counterparts Fund Managers Commercial Banks Development & Promotional Banks Guarantee Institutions Leasing Companies Corporates Business Angels Microfinance Institutions microenterprises, Micro- PMEs SMEs et and les small mid-caps 12

Helping Businesses at every Stage of their Development Public Stock Markets Portfolio Guarantees & Credit Enhancement Formal VC Funds & Mezzanine Funds Social Impact Funds VC Seed & Early Stage Microcredit Business Angels, Technology Transfer PRE-SEED PHASE SEED PHASE START-UP PHASE EMERGING GROWTH DEVELOPMENT 13 SME Development Stages HIGHER RISK LOWER RISK

New EU Programmes helping Businesses at every Stage Guarantees & Debt Programmes Equity Programmes Public Stocks EIB InnovFin products** COSME Equity Facility for Growth InnovFin SME Guarantee SME Initiative* COSME Loan Guarantee Facility Cultural and Creative Sector Guarantee Facility* InnovFin SME Venture Capital* InnovFin Tech Transfer* EaSI* (Employment & Social Innovation) * Not yet signed ** InnovFin MidCap Guarantee InnovFin MidCap Growth Finance InnovFin Large Projects ERASMUS+ Student loans PRE-SEED PHASE SEED PHASE START-UP PHASE EMERGING GROWTH DEVELOPMENT SME Development Stages HIGHER RISK 14 LOWER RISK

EIF s Exposure in Portugal Notable success stories exist both in Equity and Guarantees and we are open and ready for more to come First EIF operation in Portugal: 1998 11 private equity funds supported which have invested in Portuguese SMEs 9 financial partners and guarantee providers Guarantees transactions and Equity Funds in Portugal 15

Scope and Opportunities of the InnovFin Programme Samuel Maenhout InnovFin Product Presentation Policy Officer, DG Research and Innovation, EC Warsaw, 27 October Stefano 2014 Bragoli Structured Finance Manager, EIF Christoph Kuhn Head of Division, New Products and Special Transactions, EIB

InnovFin: A Quantum Leap InnovFin builds on the success of RSFF but will be much larger and broader. EU and EIB Group Contributions Loans and Guarantees EUR bn 3.50 3.00 30.00 EUR bn 25.00 2.50 20.00 5.50 2.00 1.50 1.00 0.50 1.20 3.00 15.00 10.00 5.00 1.40 11.30 18.50 0.00 RSFF Innovfin 0.00 RSFF Innovfin Guarantees Loans (EUR bn) 17

InnovFin Product Overview SMEs and small Mid-Caps < 500 Employees Intermediated SME/Mid-Cap Financing Mid-Caps < 3,000 Employees Intermediated and/or direct Corporate lending Large Caps Typically > 3,000 Employees Direct Corporate Lending 18

InnovFin Product Overview indirect products direct products 19

InnovFin SME Guarantee This guarantee instrument covers the risk related to losses of a portfolio Up to 50% loss coverage (Principal + Interest 90D) Full Delegation to Financial Intermediaries Automatic Coverage/Inclusion Attractive Guarantee Terms Favourable Capital Treatment Guarantee and Counter-Guarantee 20

What Transactions can be supported? Purpose of Financing: Loans, Credit Lines, Leases and Bonds Tangible & Intangible Assets Working Capital Business Transfers Loan amount: min EUR 25k max EUR 7.5m (only Senior Debt) Loan maturity: min 1 year max 10 years Currency: EUR and local currency Max Portfolio: EUR 400m per intermediary EUR 1bn per intermediary group 21

Key Guarantee Terms Guarantee Fee: SME 0.50% p.a. Guarantee Fee: Small Mid-Cap 0.80% p.a. Financial Intermediary Financial Intermediary Guarantee from EIF 50% Guarantee Guarantee Fee Innovative SMEs / Small Mid-caps Financial Intermediaries are required to transfer the Financial Benefit to SMEs & Small Mid-caps Financial Intermediaries are selected on a first come, first processed basis 22

InnovFin Product Overview indirect products direct products 23

Two Products for Innovative Mid-Caps 1. Indirect Financing (Risk Sharing) for Senior Loans: Mid-Cap Guarantee EIF 50% Guarantee EUR 25m Financial Intermediary New Loans Innovative Mid-Caps 3,000 Employees 2. Direct Growth Financing (Mezzanine): Mid-Cap Growth Finance EIF Growth Finance / Mezzanine EUR 25m Innovative Mid-Caps 3,000 Employees 24

How does MCG work? EIF 50% Guarantee EUR 25m Financial Intermediary New Loans Innovative Mid-Caps 3,000 employees 50% loss coverage for new mid-cap loans of up to EUR 50m not covered under InnovFin SME Guarantee Can be complemented with EIB funding (global loan) Pari-passu sharing of risk and pricing Full delegation to financial intermediaries Favourable capital treatment, English law 25

How does MGF work? EIF Growth Finance / Mezzanine EUR 25m Innovative Mid-Caps 3,000 Employees Direct long term debt and mezzanine finance: EUR 7.5m EUR 25m Loans can be structured as economic equity (silent participation) For innovative Mid-Caps and SMEs (eligible counterparty concept) EIB can finance up to 50% of all investments over 3 years Streamlined EIB approval process & English law 26

Mid-Cap Product Advantages No crowding out. Complementary finance to house banks EIB signalling effect to attract other banks & investors (quality stamp) Long-term lending at attractive terms (no subsidised) Growth finance without dilution of shareholders 27

InnovFin Product Overview indirect products direct products 28

How does InnovFin Large Projects work? EIF Direct Lending EUR 25m - EUR 300m Large Projects EUR 50m EUR 600m Senior debt (pari-passu with other senior lenders) Eligible project required. EIB can only finance 50% of R&D and innovation investments Comprehensive due diligence including project due diligence EIB standard documentation under English or Luxembourgish law 29

Large Projects Advantages Long term loans at attractive terms (pari-passu) Signalling effect and quality stamp (technical expertise) Co-financing with house-banks preferred No cross selling & hold to maturity strategy 30

InnovFin Product Overview indirect products direct products 31

Facilitate Access to RDI Finance Project advisory work Horizontal activities Improve the bankability and investment readiness of large, complex R&I projects Advise specific public-private consortia, R&I driven companies (midcaps or larger), Joint Technology Initiatives, PPPs, R&I clusters, EC and MS Improve framework conditions for access to finance (web-based portal, criteria notes) Prepare studies to improve effectiveness of H2020 FI to address specific sectors/r&i projects needs Develop business case for new financing mechanisms to support specific R&I policy objectives 32

New web tool 33 33

Case study: Matching the needs of growth companies Francisco Catalão Head of Treasury, Novabase

Case study: Supporting SMEs via local banks Maria de Lurdes Pinho Deputy Director, Special Operations Department, North Region, Banco BPI

Conclusions Pedro Carneiro Vice President, Foundation for Science and Technology