Imperial Brands Plc · LSE:IMB
Imperial Brands — Shareholder Meeting (January 2024)
12 slides from Imperial Brands's shareholder meeting presentation, Jan 31, 2024
Slide 1: Imperial Brands AGM 31 January 2024
IMPERIAL BRANDS 31 JANUARY 2024
Slide 2: 2 | AGM 31 January 2024
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Slide 3: AGM 31 January 2024
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Slide 4: 4 | AGM 31 January 2024
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Slide 5: Strong Progress Against Our Five-Year Plan
Strong Progress Against Our Five-Year Plan DELIVERING ACCELERATION IN ADJUSTED OPERATING PROFIT GROWTH PRIORITY MARKET SHARE STRONG TOBACCO PRICING Investment in top five Strong tobacco price/mix markets has delivered c. 8%; adjusted operating market share gains margins +150 bps* BUILDING NGP MOMENT
Slide 6: 2023 – Successful Year of Delivery
2023 – Successful Year of Delivery BUSINESS PERFORMANCE SUPPORTING ONGOING CAPITAL RETURNS OPERATIONAL FINANCIAL SHAREHOLDER DELIVERY DELIVERY RETURNS TOP FIVE AGGREGATE SHARE TOBACCO & NGP NET REVENUE FY23 DIVIDEND PER SHARE +10 bps +1.4% +4.0% NGP NET REVENUE GROUP AOP FY24 BUYBACK COMMITMENT +26.
Slide 7: Our Purpose, Vision and Strategy
Our Purpose, Vision and Strategy CREATING A COMMON HIGH-PERFORMANCE CULTURE FOR IMPERIAL BRANDS OUR PURPOSE “Forging a path to a healthier future for moments of relaxation and pleasure” OUR VISION “To build a strong challenger business powered by responsibility, focus and choice” Consumer with Purpo
Slide 8: Transforming Imperial Brands
Transforming Imperial Brands LEVERAGING THE CRITICAL ENABLERS TO DRIVE PERFORMANCE CONSUMER AT THE CENTRE PERFORMANCE-BASED SIMPLIFIED AND EFFICIENT OF THE BUSINESS CULTURE OPERATIONS Consumer tracker coverage Global Engagement Score increased 20% 1 ppt above global benchmark £150m of savings delive
Slide 9: Delivering Against Our ESG Priorities
Delivering Against Our ESG Priorities FORGING A PATH TO A HEALTHIER FUTURE Enabled Reduced our Reduced We Recognised Reduced Workforce All factories Consumer direct absolute waste supported a by Lost Time Disclosure report monthly Choice emissions in operations total of CDP for a Accidents by Initia
Slide 10: Priorities for FY24
Priorities for FY24 STRENGTHENING OUR CULTURE, PERFORMANCE AND RESILIENCE Focus on maintaining our priority markets aggregate market share Consolidating our NGP presence in key markets Leveraging our culture change and further self-help opportunities Further improvement in profit growth and sharehol
Slide 11: FY24 Priorities Underpin Investment Case
FY24 Priorities Underpin Investment Case GLOBAL CONSUMER GOODS BUSINESS WITH ATTRACTIVE VALUATION OPERATIONAL FINANCIAL SHAREHOLDER DELIVERY DELIVERY RETURNS REVITALISED TOBACCO SUPPORTING OUR PROGRESSIVE DIVIDEND BUSINESS MEDIUM-TERM GUIDANCE • Dividend growth +4% • Dividend yield 8.2% • Low single
Slide 12: Imperial Brands 31 January 2024
IMPERIAL BRANDS 31 JANUARY 2024