Accenture Plc · NYSE:ACN
Accenture — Accenture Investor & Analyst Conference 2022
17 slides from Accenture's conference presentation, Apr 7, 2022
Slide 1: Accenture Investor & Analyst Conference
Accenture Investor & Analyst Conference April 7, 2022 Copyright © 2021 Accenture. All rights reserved. 1
Slide 2: Delivering shareholder value at scale
***Material, Non-Public - Not To Be Distributed Further*** Illustrative Illustrative FY20 FY221 Step Up1 Delivering Revenue $44B $62B $18B shareholder value at scale Adjusted EPS $7.462 $10.71 $3.25 1Illustrative based on mid-point of Accenture's FY22 guidance provided in March, results could be hig
Slide 3: Delivering shareholder value at scale
***Material, Non-Public - Not To Be Distributed Further*** Illustrative Illustrative FY20 FY21 FY221 Cumulative1 Delivering Cash Return to $5.0B $5.9B $6.5B $17.4B shareholder Shareholders value at scale Acquisition Capital $1.5B $4.2B $4.0B $9.7B Deployed 1Illustrative based on Accenture's FY22 gui
Slide 4: Enduring approach to shareholder value creation
***Material, Non-Public - Not To Be Distributed Further*** Enduring Grow faster than the market and take share approach to shareholder Strong earnings growth with sustainable value creation margin expansion while investing at scale …while delivering Strong cash flow, 360° value to all Disciplined ca
Slide 5: Continued to outperform the market and take share
***Material, Non-Public - Not To Be Distributed Further*** Continued to outperform the market and take share 13% 9% 8% 5% 5% GDP 3% 3% 3% 3% 3% IT and Business Services1 2% 2% Investable Basket3 Accenture FY14 to FY16 FY17 to FY19 FY20 to FY222 Three-Year Compounded Annual Growth Rate (CAGR) Accentu
Slide 6: Our Next Generation Growth Model changed our services to put digital everywhere
***Material, Non-Public - Not To Be Distributed Further*** Our Next Generation Growth Model changed our services to put digital everywhere Services $62B 1 Total 244 Diamond $9B 1 Operations Clients driving more than 50% Technology $38B 1 of total Revenues Strategy & $15B 1 Consulting Revenues ($USD)
Slide 7: Positioned for double digit growth across all our Strategic Growth Priorities
***Material, Non-Public - Not To Be Distributed Further*** Applied Intelligence Cloud Positioned for double digit Industry X Intelligent Operations growth across all our Strategic Intelligent Platform Interactive Growth Priorities 1 Services in FY22 Security Supply Chain Sustainability Services Tran
Slide 8: Highlights of Strategic Growth Priorities
***Material, Non-Public - Not To Be Distributed Further*** Cloud Illustrative Illustrative FY19 FY22 3 Yr. CAGR2 $11B $26B 35% Security Highlights of Strategic FY19 $2.5B FY22 $6B 3 Yr. CAGR2 30% Growth Priorities 1 Interactive Revenues include overlap FY19 FY22 3 Yr. CAGR2 $10B $14B 10% Industry X
Slide 9: Our Next Generation Growth Model has allowed us to scale at unprecedented levels
***Material, Non-Public - Not To Be Distributed Further*** Our Next Generation Growth Model has allowed us to scale at unprecedented levels while increasing our durability and resilience Approximately 85%+ OF FY22 Approximately 85% OF FY22 REVENUE1 REVENUE1 11 Countries 10 Industries United Banking
Slide 10: Stepping up our investments in acquisitions to add skills and capabilities
***Material, Non-Public - Not To Be Distributed Further*** Stepping up our Investments in acquisitions to add skills and capabilities aligned to our strategic growth priorities $4.2B $4B 1 $1.5B Capital deployed to acquisitions FY20 FY21 FY22 Number of acquisitions 34 46 21 in H1 Revenue Growth 4% 1
Slide 11: Significant step up in P&L investments while delivering modest margin expansion and strong EPS growth
***Material, Non-Public - Not To Be Distributed Further*** Significant step up in P&L investments at scale while delivering modest margin expansion and strong EPS growth FY20 FY21 FY221 Revenue Growth (Local Currency) 4% 11% 25% Revenue Growth (USD) 3% 14% 22% Key Operating Investments ($ Billions)
Slide 12: Profit levers creating incremental capacity to invest at scale
***Material, Non-Public - Not To Be Distributed Further*** Pricing reflecting our Client service delivery Profit levers differentiation and to efficiencies creating cover wage inflation incremental capacity to Supply/demand Continued digitization invest at scale management across Accenture’s entire
Slide 13: Delivering strong cash flow, maintained capital allocation framework while stepping up share repurchases
***Material, Non-Public - Not To Be Distributed Further*** Delivering strong cash flow, maintained all aspects of capital allocation framework while stepping up share repurchases Strong Cash Flow Capital-light model Return to Shareholders Efficient operating expense Dividend growth = income structur
Slide 14: Highlights of our 360° value for all our stakeholders: Diversity
***Material, Non-Public - Not To Be Distributed Further*** Highlights of our 360° value for all our stakeholders Diversity On a journey to 44% to 75% 100% 32% 47% 1 accessibility of all of employees have diverse supplier our global high- access to same-sex spend in the US traffic internal benefits3
Slide 15: Highlights of our 360° value for all our stakeholders: People
***Material, Non-Public - Not To Be Distributed Further*** Highlights of our 360° value for all our stakeholders People 315k 180k $3B promotions since people completed our in skilling for our people over beginning of FY20 Thrive Global wellness three years2 programs including Thriving Together, Thri
Slide 16: Highlights of our 360° value for all our stakeholders: Communities & Sustainability
***Material, Non-Public - Not To Be Distributed Further*** Highlights of our 360° value for all our stakeholders Communities & Sustainability Targeting 2M $54M 70% people equipped via in COVID relief in FY21 Renewable electricity Skills to Succeed in by FY22, and 100% by FY20 & FY21 FY23 Copyright ©
Slide 17: Continued Strong Momentum
***Material, Non-Public - Not To Be Distributed Further*** Continued Strong Momentum Original FY22 Guidance Current FY22 Guidance (September) (March) Revenue Growth Local Currency 12% to 15% 24% to 26% Operating Margin 15.2% to 15.4% 15.2% +10 bps to +30 bps +10 bps Earnings per Share $9.90 to $10.1
Accenture — Accenture Investor & Analyst Conference 2022 on 6ix