S&P Global Inc. · NYSE:SPGI
S&P Global — Shareholder Meeting (May 2025)
29 slides from S&P Global's shareholder meeting presentation, May 7, 2025
Slide 1: Annual Shareholders Meeting: Unlocking Potential, Together
Annual Shareholders Meeting Richard E. Thornburgh Chairman Unlocking Potential, Together Martina Cheung President and CEO May 7, 2025 Tasha Matharu Deputy General Counsel & Corporate Secretary
Slide 2: Tasha Matharu
Tasha Matharu Deputy General Counsel & Corporate Secretary 2 2
Slide 3: 2025 Annual Shareholders Meeting Rules of Conduct
2025 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 the – We welcome questions from shareholders meeting as a shareholder using – Consult the Rules of Co
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. The Company also refers to and presents certain additional non-GAAP financial measures, within the meaning of Regulation G under the Securities Exchange Act of 1934. The
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 This presentation contains “forward-looking – the volatility and health of debt, equity, commodities, – our ability to develop new products or technologies, to – the impact on the Company’s revenue and net income statem
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: Martina Cheung
Martina Cheung President and CEO 7
Slide 8: Agenda
Agenda 1. S&P Global Update 2. Business of the Annual Meeting 3. General Q&A 8
Slide 9: Thank You
Thank You Richard Thornburgh Doug Peterson Robert P. Kelly Gay Huey Evans 9
Slide 10: We produced significant achievements across the Company.
We produced significant achievements across the Company. 10
Slide 11: Delivered strong revenue growth in 2024
Delivered strong revenue growth in 20241 Financial Performance 2024 Revenue Growth1 2024 Adjusted Operating Margin 2 2024 Adjusted Operating Margin Y/Y 2 6% 32.5% -50 bps 31% 63.0% 650 bps 10% 46.8% 70 bps 8% 39.0% 20 bps 16% 70.3% 140 bps Total S&P Global 14% 49.0% 310 bps 1. Revenue growth refers
Slide 12: Delivering Shareholder Value
Delivering Shareholder Value 12
Slide 13: First quarter highlights
First quarter highlights Financial highlights 1 Strategic highlights Revenue increased 8% year over year Significant progress on active portfolio optimization • Strong revenue growth in all five divisions • Announced planned divestiture of OSTTRA JV • Revenue from subscription products grew 7% y/y •
Slide 14: Changes in market conditions expected to impact financial results in 2025
Changes in market conditions expected to impact financial results both positively and negatively in 2025 14
Slide 15: The themes I'm hearing from clients align with our competitive advantages
The themes I’m hearing from clients align with our competitive advantages. 15
Slide 16: Benchmarks
Benchmarks 16
Slide 17: Private Markets
Private Markets 17
Slide 18: Enterprise Data
Enterprise Data 18
Slide 19: GenAI
19 S&P Global
Slide 20: Energy Transition
Energy Transition 20
Slide 21: Unlocking greater value and opportunity
—— ‘S&P Global Unlocking ‘ greater value and opportunity.
Slide 22: Thank you
Thank you 22
Slide 23: Tasha Matharu
Tasha Matharu Deputy General Counsel & Corporate Secretary 23
Slide 24: Richard E. Thornburgh
Richard E. Thornburgh Chairman 24
Slide 25: Board of Directors
Board of Directors Richard E. Thornburgh Marco Alverà Martina Cheung Jacques Esculier Gay Huey Evans Non-Executive Chief Executive Officer President and Former Chairman & CEO Former Chairman Chairman of the Board Tree Energy Solutions Chief Executive Officer WABCO Holdings Inc. London Metal Exchange
Slide 26: Business of the Annual Shareholders Meeting
Business of the Annual Shareholders Meeting Elect 9 directors Approve, on an advisory Ratify the appointment of Vote on a shareholder Consider any basis, the executive Ernst & Young LLP as the proposal to amend the other business compensation program Company’s independent Company’s clawback for the
Slide 27: Martina Cheung
Martina Cheung President and CEO 27
Slide 28: Q&A
Q&A 28
Slide 29: Annual Shareholders Meeting 2025
Annual Shareholders Meeting 2025 Richard E. Thornburgh Internet replay available for one year Chairman Go to http://investor.spglobal.com/Investor-Presentations Martina Cheung President and CEO Tasha Matharu Deputy General Counsel & Corporate Secretary 29