Yougov Plc · LSE:YOU
Yougov — FY2022 Earnings Presentation
22 slides from Yougov's earnings presentation, Oct 11, 2022
Slide 1: FY22 Results Presentation
YouGov FY 22 Results Presentation 11 October 2022 Consumer Intelligence | corporate yougov.com
Slide 2: Forward-looking statements
This presentation contains forward-looking statements that reflect YouGov's current views with respect to future events and financial and operational performance. These forwarc-looking statements are based on YouGov's beliefs, assumptions and expectations regarding future events and trends that affe
Slide 3: Contents
FY22 Results presentation Contents Yout Gov Key highlights Financial review Operational updates SP3 and outlook
Slide 4: Key highlights
Key highlights 4 YouGov Revenue T 31% reported T 20% e underlying basis Adjusted operating profit 33% underlying mM + 130 bps K ys margin Adjusted EPS -~————___ Statutory EPS {tS 23.7p =: 15.7p °=-
Slide 5: Key highlights
Key highlights 5 YouGov Financial Updates * Top-line growth in line with expectations * Strong sales momentum maintained + Margin improvements starting to come through + EPS impacted by FX headwinds + Strong cash conversation, enabled repayment of RCF Operational Updates * Continued investment in ke
Slide 6: Key highlights
Key highlights
Slide 7: Financial review
@ O1 @ Financial review
Slide 8: Financial review: double-digit growth across all divisions and geographies
Financial review 8 Double-digit growth across all divisions and geographies Strong momentum maintained across the business despite difficult macro- economic environment Revenue growth of 20% on an underlying basis * 2%positive FX impact on revenue * Approx. 9% contribution from acquisitions * US rem
Slide 9: Financial review
Financial review 25% 24% 3% 4% 7% 5% 5% 6% 7% 6% • 7% 8% • 9% 7% • 9% 9% 14% 15% 14% 16%
Slide 10: Financial review: growth in adjusted operating profit
Financial review 10 Growth in adjusted operating profit driven by connected data proposition Operating profit margin expanded to 16% (FY21: 15%) despite inflationary pressures and continued investment in the business + Significant improvement in Data Products margin as operational leverage benefits
Slide 11: Financial review: improved cash generation enables continued investment
Financial review nN Improved cash generation enables continued investment Strong generation of cash from operations at £69.7m (FY21: £45.1m) * Higher cash conversion at 113% of adjusted EBITDA enabling continued investment in the business and repayment of the revolving credit facility drawn earlier
Slide 12: Operational updates
02 Operational updates
Slide 13: Operational updates: Data Products
Operational updates 13 YouGov Data Products Maintained strong momentum seen towards the end of the last year; delivered solid renewal rates in the period + Double-digit growth seen across all geographies; US remains the largest market and grew by 26% in the period + Increase in multi-year subscripti
Slide 14: Operational updates: Data Services
Operational updates 14 YouGov’ Underlying! growth in peri: YouGov @ Revenue £m == Adj. Operating Profit Margin % Data Services 6 a Following a slow start to the year, growth improved in the second half as expected through increased focus on fast-turnaround project sales » FY21 had seen a strong boos
Slide 15: Operational updates: Custom Research
Operational updates 15 YouGov’ Underlying! growth in period: 21% YouGov @ torsnin — a Goa one Custom Research sox 100 Continuing to drive sales using our connected data proposition; account management teams increasingly expanding relationship with clients * Acceleration in growth for Custom Research
Slide 16: Operational updates
Operational updates • • • • • • • • • •
Slide 17: Strategic Plan & outlook
03 Strategic Plan 3 & outlook
Slide 18: Strategic Plan & outlook: building the leading market research platform
Strategic Plan 3 & outlook 18 Our long-term vision of building the leading market research platform meets the evolving needs of the industry How the market research industry is changing? YouGov’ How does the YouGov strategy fit? Higher uncertainty in the near-term economic environment is expected to
Slide 19: YouGov's core strengths position it to deliver the leading platform
Strategic Plan 3 & outlook 19 YouGov’s core strengths put it in a unique position to deliver the leading market research platform ..Unified on a single-sign-on self-service apps dashboard to serve most market research needs YouGov’ 000 du Best Panel Representativity, global reach, high re-contact ra
Slide 20: What is the YouGov Platform?
Strategic Plan 3 & outlook 20 What is the YouGov Platform? Phase1 Fusion of panel, data and tools Completed 2021/22 Phase 2 A self-service app for a new way of conducting research projects Launching 12 October 2022 ° Phase 3 Scaling the use of the platform Continuous improvement of apps & dashboards
Slide 21: Strategic Plan 3 & outlook
Strategic Plan 3 & outlook • • • • • •
Slide 22: Copyright notice
YouGov, 2022, all rights reserved. All materials contained herein are protected by copyright laws.Any storage, reproduction or distribution of such materials, in whole or in part, in any form without the prior written permission of YouGov is prohibited.This information (including any enclosures and