S&p Global Inc. · NYSE:SPGI

S&p Global — McGraw Hill Financial — Credit Suisse 16th Annual Global Services Conference (March 2014)

13 slides from S&p Global's conference presentation, Mar 10, 2014

  1. Slide 1: Credit Suisse 16th Annual Global Services Conference

    CREDIT SUISSE 16TH ANNUAL GLOBAL SERVICES CONFERENCE Chip Merritt ‐ Vice President, Investor Relations March 10, 2014 McGraw Hill Financial | Presentation Comparison of Adjusted Information to U.S. GAAP Information This presentation includes adjusted financial measures that are derived from the Comp

  2. Slide 2: Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995

    “Safe Harbor” Statement Under the Private Securities Litigation Reform Act of 1995 This presentation contains forward‐looking statements, including without limitation statements relating to our businesses and our prospects, new products, sales, expenses, tax rates, cash flows, and operating and capi

  3. Slide 3: With Truly Global Businesses; 2013 Results by Line of Business

    ...With Truly Global Businesses North America Headcount 5,900 Revenue $ 3,063 ($M) EMEA Headcount 1,800 Revenue $ 1,227 ($M) APAC Headcount 8,800 Revenue $ 483 ($M) Latin America MHFI Presence ~17,000 Employees 97 Global Offices Headcount 500 Revenue $ 102 McGraw Hill Financial | Presentation ($M) 4

  4. Slide 4: Growth and Value Plan Delivered Great Returns

    Growth and Value Plan Delivered Great Returns MHFI Share Price and Total Shareholder 2011* 2013 Change Return 01/01/2011 to 12/31/2013 Total Revenue ($M) $6,246 $4,875 ‐22% Shareholder Return(1) (+140%) Adjusted 220% Share Operating Profit $1,498 $1,602 +7% Price(2) ($M) 190% (+114%) Adjusted 160% O

  5. Slide 5: Double-Digit Earnings Growth; Returning Substantial Cash to Shareowners

    MHFI: Double‐Digit Earnings Growth Annual Adjusted Diluted EPS +22% CAGR $3.75 ‐ $3.85 $3.33 $2.75 $2.09 2011(1) 2012 2013 2014 Guidance Anticipate free cash flow of approximately $1 billion in 2014 (1) 2011 adjusted EPS excludes gain on divestiture of Broadcasting McGraw Hill Financial | Presentati

  6. Slide 6: Strong 2013 Results; Well Positioned for Sustained Growth

    MHFI: Strong 2013 Results ($ in millions) 2013 2012 Change Revenue $4,875 $4,450 +10% Adj. Operating Profit $1,602 $1,385 +16% Adj. Operating Margin 32.9% 31.1% +180 bps Adj. Diluted EPS $3.33 $2.75 +21% McGraw Hill Financial | Presentation 10 MHFI: Well Positioned for Sustained Growth • Leveraging

  7. Slide 7: Significant Secular Drivers of Growth; 2011-2013 Transactions

    Significant Secular Drivers of Growth • Significant financial requirements as large debt maturities continue and banks deleverage • Growing gap between global infrastructure investment needs and available public sector funds • Developing capital markets in emerging countries • Increased sophisticati

  8. Slide 8: S&P Ratings – Financial Snapshot

    S&P Ratings – Financial Snapshot Revenue Adjusted Operating Margin ($ in millions) +10% CAGR $2,274 45% 44% 43% $2,034 41% $1,695 $1,767 2010 2011 2012 2013 2010 2011 2012 2013 McGraw Hill Financial | Presentation 14 Standard & Poor’s Ratings Services • Well positioned to capitalize on opportunities

  9. Slide 9: S&P DJ Indices – Financial Snapshot

    S&P DJ Indices – Financial Snapshot Revenue Adjusted Operating Margin ($ in millions) S&P Indices Dow Jones Indices $493 59% 60% +22% CAGR 56% 53% $388 $323 $273 2010 2011 2012 2013 2010 2011 2012 2013 2013 impacted by $26 million Joint venture formed mid‐2012 non‐cash impairment charge McGraw Hill

  10. Slide 10: S&P Capital IQ – Financial Snapshot

    S&P Capital IQ – Financial Snapshot Revenue Adjusted Operating Margin ($ in millions) +8% CAGR $1,170 21% $1,124 20% $1,031 19% 19% $916 2010 2011 2012 2013 2010 2011 2012 2013 McGraw Hill Financial | Presentation 18 S&P Capital IQ •Leading provider of data and tools for company, security and portfo

  11. Slide 11: C&C Markets – Financial Snapshot

    C&C Markets – Financial Snapshot Revenue Adjusted Operating Margin ($ in millions) Commercial Platts +8% CAGR $973 $1,014 31% $896 27% $811 20% 21% 2010 2011 2012 2013 2010 2011 2012 2013 Comparisons impacted by the sale of Aviation Week in August 2013 McGraw Hill Financial | Presentation 20 Commodi

  12. Slide 12: McGraw Hill Financial; Hosting Investor Day March 18

    McGraw Hill Financial • A new company with a 125‐year heritage • Excellent 2013 results • Delivering growth potential with a focused, inter‐related portfolio • 2014 guidance indicates strong performance: – Mid single‐digit, top‐line growth – Adjusted diluted EPS guidance of $3.75 − $3.85 • Strong ba

  13. Slide 13: Intelligence

    Intelligence 13

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