S&p Global Inc. · NYSE:SPGI
S&p Global — Shareholder Meeting (May 2024)
26 slides from S&p Global's shareholder meeting presentation, May 1, 2024
Slide 1: Annual Shareholders Meeting 2024
Annual Shareholders Meeting 2024 Richard E. Thornburgh Chairman Doug Peterson President and CEO Tasha Matharu Deputy General Counsel & Corporate Secretary May 1, 2024
Slide 2: Tasha Matharu
Tasha Matharu Deputy General Counsel & Corporate Secretary 2 2
Slide 3: 2024 Annual Shareholders Meeting Rules of Conduct
2024 Annual Shareholders Meeting Rules of Conduct Shareholders are offered the same rights and opportunities as an in-person meeting To submit questions during the Annual Meeting, please log in to We welcome questions from shareholders the meeting as a shareholder Consult the Rules of Conduct
Slide 4: Comparison of adjusted information to U.S. GAAP information
Comparison of adjusted information to U.S. GAAP information This presentation includes Company financials on an as-reported basis, and on a The Company’s non-GAAP measures include adjustments that reflect how pro forma basis as if the merger with IHS Markit Ltd. had closed on January 1, management v
Slide 5: Safe Harbor statement under the Private Securities Litigation Reform Act of 1995
Safe Harbor statement under the Private Securities Litigation Reform Act of 1995 – the Company’s exposure to potential criminal sanctions or – the ability of the Company, and its third-party service This presentation contains “forward-looking – worldwide economic, financial, political, and regulator
Slide 6: European regulations affecting investors in credit rating agencies
European regulations affecting investors in credit rating agencies European Union Regulation 1060/2009 (as amended) applies to credit rating Any person obtaining direct or indirect ownership or control of 5% or agencies (CRAs) registered in the European Union (“EU”) and therefore to the more or 10%
Slide 7: Doug Peterson
Doug Peterson President and CEO 7 7
Slide 8: Agenda
Agenda 1. S&P Global Update 2. Business of the Annual Meeting 3. General Q&A 8
Slide 9: We produced significant achievements across the Company.
We produced significant achievements across the Company. 9
Slide 10: Delivered strong revenue growth in 2023
Execute & Deliver Delivered strong revenue growth in 20231 Financial Performance 2023 Revenue Growth 2 2023 Adjusted Operating Margin 3 2023 Adjusted Operating Margin Y/Y 3 +7% 33.0% +120 bps +9% 56.5% +60 bps +10% 46.1% +180 bps +10% 38.8% (20) bps +4% 68.9% +50 bps Total S&P Global +6%1,4 45.9% +1
Slide 11: We are well positioned for growth.
We are well positioned for growth. 11
Slide 12: In an uncertain world, we help our customers uncover opportunities.
In an uncertain world, we help our customers uncover opportunities. 12
Slide 13: Updated 2024 adjusted guidance
Updated 2024 adjusted guidance Previous Current Revenue Growth 5.5% - 7.5% 6.0% - 8.0% Operating Profit ~100 bps 100 - 150 bps Margin Expansion $13.75 - $14.00 $13.85 - $14.10 Diluted EPS +9% to +11% y/y +10% to +12% y/y Indicates a change from prior guidance 13
Slide 14: Powering Global Markets
Powering i) Y oO «x rs © = © OQ a! O S&P Global
Slide 15: Surpassed Vitality Index target of 10%+ in 2023
Grow & Innovate Surpassed Vitality Index target of 10%+ in 2023 2023 Vitality revenue1 Key contributors of Vitality revenue ($ in millions) +18% $1,418 CARFAX Car Listings (Mobility) $1,202 Energy Transition and Climate Products (CI) Thematics & Factors Indices (SPDJI) 11.5% 10.5% Pricing, Valuation
Slide 16: Secular trends continue to serve as strong tailwinds for our Company.
Secular trends continue to serve as strong tailwinds for our Company. 16
Slide 17: Continued growth in strategic investment areas
Continued growth in strategic investment areas ($ in millions) Sustainability & Energy Transition 1 Private Market Solutions 2 +10% $430 $390 +24% $301 $244 2022 2023 2022 2023 Note: Categories presented on this slide are not mutually exclusive. Some products are included in multiple categories. All
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18 18
Slide 19: Thank you
Thank you S&P Global 19
Slide 20: Tasha Matharu
Tasha Matharu Deputy General Counsel & Corporate Secretary 20 20
Slide 21: Richard E. Thornburgh
Richard E. Thornburgh Chairman 21 21
Slide 22: Board of Directors
Board of Directors Richard E. Thornburgh Marco Alverà Jacques Esculier Gay Huey Evans William D. Green Non-Executive Chairman of the Board Chief Executive Officer Former Chairman & CEO Former Chairman Former CEO and Chairman S&P Global Inc. Tree Energy Solutions WABCO Holdings Inc. London Metal Exch
Slide 23: Business of the Annual Shareholders Meeting
Business of the Annual Shareholders Meeting Elect 12 directors Approve, on an advisory Approve the Company’s Ratify the appointment Consider any basis, the executive Director Deferred Stock of Ernst & Young LLP other business compensation program Ownership Plan, as as the Company’s for the Company’s
Slide 24: Doug Peterson
Doug Peterson President and CEO 24 24
Slide 25: Q&A
Q&A S&P Global 25
Slide 26: Annual Shareholders Meeting 2024
Annual Shareholders Meeting 2024 Richard E. Thornburgh Internet replay available for one year Chairman Go to http://investor.spglobal.com/Investor-Presentations Doug Peterson President and CEO Tasha Matharu Deputy General Counsel & Corporate Secretary 26