S&p Global Inc. · NYSE:SPGI
S&p Global — The McGraw-Hill Companies — Shareholder Meeting (April 2011)
13 slides from S&p Global's shareholder meeting presentation, Apr 27, 2011
Slide 1: Annual Shareholders Meeting
Annual Shareholders Meeting April 27, 2011 “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, ta
Slide 2: Harold McGraw III, Chairman, President and CEO
Harold McGraw III Chairman, President and Chief Executive Officer The McGraw-Hill Companies The global economy is expected to expand 3.7% 3.1% 9.5% 8.3% 5.0% 4
Slide 3: Our vision
Our vision A smarter, better world, where everyone can succeed in the knowledge economy 5 More insights than ever before 6
Slide 4: Financial results: Double-digit growth in 2010
Financial results: Double-digit growth in 2010 Revenue (in millions) • 2010 EPS Growth: $6,772 $6,355 $6,255 $6,168 +13.7% to $2.65 $5,952 • Projected 2011 EPS: $2.79 to $2.89 2006 2007 2008 2009 2010 7 Financial Review Jack F. Callahan Jr. Executive Vice President & Chief Financial Officer
Slide 5: 2010 adjusted EPS: 2nd best year ever and return to growth
2010 adjusted EPS: 2nd best year ever and return to growth Adjusted Earnings Per Share 2nd best year ever! $2.99 $2.65 $2.69 $2.50 $2.37 $2.27 $1.91 +16.5% +18.8% +15.9% +19.6% -11.4% -10.6% +13.5% 2004 2005 2006 2007 2008 2009 2010 NOTE: Results throughout this presentation are adjusted to exclude
Slide 6: 2010 segment results: Robust profit growth
2010 segment results: Robust profit growth Revenue: Adjusted Segment $6,168 mm +5.3% * Operating Profit: $1,601 mm +14.2% +10.3% +99.6% $1,695 +6.0% +6.2% * $171 +25.0% $1,189 $907 +1.9% +6.5% $360 $2,433 $755 -1.2% $315 MHF S&P I&M MHE MHF S&P I&M MHE * Excluding the impact of acquisitions/divestit
Slide 7: Strong balance sheet
Strong balance sheet Cash/Debt Balances $1.5 ($ in billions) $1.2 Debt $1.2 billion 12/31/09 12/31/10 Cash/ST Investments 13 1Q 2011 financial results: 6th consecutive quarter of growth Revenue 7.7% (% yoy growth) 5.5% 4.2% 3.0% 3.7% 0.6% Q1 09 Q2 09 Q3 09 Q4 09 Q1 10 Q2 10 Q3 10 Q4 10 Q1 11 -5.7% -
Slide 8: 2011 full year: Continued growth
2011 full year: Continued growth Revenue Guidance: Mid Single-Digit Growth EPS Guidance: 4% to 7% Growth Free Cash Flow (after dividends) Guidance: > $700 million 15 Harold McGraw III Chairman, President and Chief Executive Officer The McGraw-Hill Companies
Slide 9: We are becoming more digital
We are becoming more digital By 2012, the universe of digital data and information will grow exponentially. K-12 Digital Art Curriculum 17 S&P CreditMatters Mobile Dodge Digitized Construction Project Info Biology on the iPad We are becoming more global • Sales in emerging markets grew 20% in Q1 • I
Slide 10: Standard & Poor's
Standard & Poor’s • The global economy is growing • Result: A record year for global high-yield new issuance Greater demand for our ratings 19 McGraw-Hill Financial • $1.2 billion segment • Vision for a business that serves investors at all stages of life… 20
Slide 11: McGraw-Hill Education
McGraw-Hill Education We see a growing gap between the skills that students are learning in school and the skills that they need to succeed in the knowledge economy. 21 Digital learning: New frontier of education We have the opportunity to make education more affordable, more accessible and more ada
Slide 12: McGraw-Hill Information & Media
McGraw-Hill Information & Media Companies are turning to our brands for real-time information in the fields that will shape the future… from automobiles and aviation to energy and construction… 23 Creating a Smarter, Better World 24
Slide 13: Annual Shareholders Meeting
Annual Shareholders Meeting April 27, 2011
The McGraw-Hill Companies — Shareholder Meeting (April 2011) on 6ix