Slide 1: RTL Group Interim results H1/2021
6 August 2021 RTL Group Interim results H1/2021
Slide 2: Highlights
Highlights ꟷ Rebound of TV advertising markets in € million ꟷ Strong financial and operating Change performance +13.7% x6 929 ꟷ Higher TV advertising 3,014 2,652 +87.2% market shares in FR, NL, HU, CR ꟷ Streaming: paying subscribers 483 +72% to more than 3 million 258 156 ꟷ Fremantle revenue +29% ꟷ
Slide 3: RTL – Europe's leading entertainment brand
RTL – Europe‘s leading entertainment brand ꟷ Newly developed purpose, promise and brand principles ꟷ Multicoloured logo reflects the diversity of RTL‘s content and people ꟷ Roll-out starts with RTL Group and RTL Deutschland, followed by other RTL-branded units ꟷ TV Now to be rebranded to RTL+ in aut
Slide 4: Strategy framework unchanged
Strategy framework unchanged Core Growth Alliances & Partnerships Portfolio transformation Creativity & Communications People Regulation Entrepreneurship & Marketing Enabler RTL Group Interim results H1/2021 4
Slide 5: Strategy update – Core
Strategy update – Core Scale broadcasting businesses Value creation potential ꟷ Rationale: National media groups with scale and resources to compete with global tech platforms ~ €250-350m run-rate synergies within 3 years after closing ꟷ Content: Enhanced capabilities to invest in premium local cont
Slide 6: Strategy update – Core
Strategy update – Core Create German cross-media champion Transaction terms acquisition ꟷ Rationale: Cross-media champion with the scale, €230m price resources and creative power to compete with global tech platforms in Germany run-rate synergies ~ €100m to be fully realised in 2025 ꟷ Growth opportu
Slide 7: Strategy update – Growth
Strategy update – Growth Expand global content business New target 2025 ꟷ High-end factual: Grow high-end factual Total revenue Fremantle talent pool and production capabilities with in € million newly established global factual division ~3.0bn ~ x2 ꟷ Scale: Leverage global footprint and become pref
Slide 8: Strategy update – Target structure
Strategy update – Target structure National cross-media champions Global content business Germany France The Netherlands Other businesses 100% 16% 70% + + 100% Cross-country cooperation and competencies Target: Ad tech €3bn in revenue via organic Streaming tech growth and M&A by 2025 International a
Slide 9: Outlook 2021 raised
Outlook 2021 raised RTL Group has raised its outlook for 2021. This outlook assumes that the economic recovery from Covid 19 will continue in 2021, as vaccination programmes progress and no new lockdown measures are put in place. 2021 2021e 2020 New old Revenue ~€6.5bn ~€6.2bn €6.0bn Adjusted EBITA
Slide 10: #RTLresults
6 August 2021 #RTLresults
Slide 11: Disclaimer
Disclaimer This presentation is not an offer or solicitation of an offer to buy or sell securities. It is furnished to you solely for your information and use at this meeting. It contains summary information only and does not purport to be comprehensive or complete, and it is not intended to be (and