Informa Plc · LSE:INF
Informa — Shareholder Meeting (May 2018)
13 slides from Informa's shareholder meeting presentation, May 24, 2018
Slide 1: 2018 Annual General Meeting: Growth Continuation
2018 ANNUAL GENERAL MEETING GROWTH CONTINUATION WWW.INFORMA.COM
Slide 2: Disclaimer
DISCLAIMER This presentation contains forward-looking statements concerning the financial condition, results of operations and businesses of the Group. Although the Group believes that the expectations reflected in such forward-looking statements are reasonable, these statements are not guarantees o
Slide 3: 2017: Growth Acceleration Plan Completed
2017: GROWTH ACCELERATION PLAN COMPLETED “ The goal is simple but demanding: progressively to return every part of our business to growth, and simultaneously to build the capabilities and platforms ” needed for future scale and consistent performance. Informa 2014 Annual Report 2018 ANNUAL GENERAL M
Slide 4: 2018: AGM Trading Update
2018: AGM TRADING UPDATE “ Our performance in the first four months of 2018 has been encouraging, with continued operating progress and robust underlying trading reflecting our increased scale and international breadth post the successful ” completion of the Growth Acceleration Plan. 2018…GROWTH CON
Slide 5: Market Opportunities
MARKET OPPORTUNITIES MACRO THEMES REGIONAL THEMES North America – Global growth trends – Fiscal stimulus, interest rates and politics – Monetary stimulus, interest rates and inflation Asia – China / Asia growth in a global context – Geo-political risk MENA – Power of US Tech companies – Oil price, g
Slide 6: Growth Acceleration Plan: Key Initiatives
GROWTH ACCELERATION PLAN: KEY INITIATIVES 1 Build and buy a scale B2B events business in the Global Exhibitions Division 2 Repair and return to growth the Business Intelligence Division 3 Simplify, focus and grow the Knowledge & Networking Division 4 Build scale and management capability in the US m
Slide 7: Growth Acceleration Plan: Operational Fitness
GROWTH ACCELERATION PLAN: OPERATIONAL FITNESS International reach Breadth & Balance Predictable revenues Depth in verticals Strong cash Digital platforms Deep data & content Functional capability conversion and balance sheet Shared services M&A execution and US footprint Strong brands capability int
Slide 8: 2018: Growth Continuation
2018: GROWTH CONTINUATION 2018 ANNUAL GENERAL MEETING MAY 2018 8
Slide 9: Creation of New Informa: Best of Both
CREATION OF NEW INFORMA: BEST OF BOTH NEW A leading B2B information services company International Vertical Specialist Face-to-Face Data Scale Scale Knowledge Platforms Strength 2018 ANNUAL GENERAL MEETING MAY 2018 9
Slide 10: The Accelerated Integration Plan
THE ACCELERATED INTEGRATION PLAN PHASE 1 PHASE 2 PHASE 3 PHASE 4 DISCOVERY AMBITION COMBINATION COMPLETION & VALIDATION & CREATION June – August 2018 August – November 2018 November 2018 March – June 2019 – March 2019 • Learn more • Finalise operating model • Start to operate as a single, • Introduc
Slide 11: Timetable to Completion
TIMETABLE TO COMPLETION • Recommended offer for UBM to create a leading Key Dates B2B Information Services Group • For every UBM share 30 January Publication of Offer Announcement o 1.083 New Informa Shares and 163p in cash • Highly complementary portfolios 28 February Informa and UBM 2017 Full Year
Slide 12: Purpose and Promise
PURPOSE AND PROMISE 2018 ANNUAL GENERAL MEETING MAY 2018 12
Slide 13: Stephen A. Carter, Group Chief Executive: Q&A
STEPHEN A. CARTER GROUP CHIEF EXECUTIVE Q&A 2018 ANNUAL GENERAL MEETING MAY 2018 13