Opening Keynote Panel: Valuations Under Pressure: What are Europe's Altnets Really Worth?

13 Oct 2026
Capacity Europe: The Fibre Investment Stage
Core Infrastructure & Capacity (Fibre, Data Centres, Subsea) , Investment, Finance & Market Dynamics
Debt, overbuild and slowing take‑up are forcing a reset in fibre valuations. This panel examines how investors and operators now define value, price risk and assess assets in live European M&A discussions.
Speakers
Thibault Contat Desfontaines
Thibault Contat Desfontaines, Co-Head of Infrastructure Equity Europe - UBS Asset Management