Wpp Plc · LSE:WPP
Wpp — Shareholder Meeting (2015)
25 slides from Wpp's shareholder meeting presentation, 2015
Slide 1: Annual General Meeting 2015
W PP Annual General Meeting 2015
Slide 2: Sir Martin Sorrell, CEO
Sir Martin Sorrell CEO
Slide 3: Our Financial Performance
Our Financial Performance
Slide 4: 29 Year History: WPP Reported Revenue
29 Year History WPP Reported Revenue £’m 13,000 12,000 11,529 11,019 11,000 10,373 10,022 10,000 9,000 29 year CAGR 32% 8,684 9,331 8,000 7,477 7,000 6,185 5,908 6,000 5,374 5,000 4,300 4,022 3,908 4,106 4,000 2,981 3,000 2,173 1,691 1,747 1,918 2,000 1,264 1,204 1,273 1,431 1,427 1,555 1,005 1,000
Slide 5: 29 Year History: WPP Net Sales
29 Year History WPP Net Sales £’m 11,000 10,07610,065 10,000 9,515 9,239 9,000 8,561 8,000 29 year CAGR 31% 7,981 7,009 7,000 5,850 6,000 5,611 5,133 5,000 4,074 3,790 3,690 3,869 4,000 3,000 2,736 1,855 2,000 1,437 1,469 1,633 1,076 1,016 1,070 1,209 1,204 1,328 843 1,000 442 219 4 24 0
Slide 6: 29 Year History: WPP PBIT and Margins
29 Year History 2004 onwards PBIT WPP PBIT and Margins reported under IFRS PBIT PBIT margin £’m % 16.5 16.7 1,600 16.0 16.1 15.7 15.8 15.9 15.5 15.0 14.9 15.3 16% 14.8 1,400 14.7 15.3 14.4 14.0 13.8 14.3 14% 13.0 13.7 1,200 12.7 12.2 12.4 11.6 12.7 11.3 12% 1,000 10.0 9.8 1662 1681 10% 800 1531 7.0
Slide 7: History: WPP Headline Diluted EPS
History WPP Headline Diluted EPS Post 1992 Rights Issue pence 90 84.9 80.8 80 73.4 70 67.7 60 21 Year CAGR: 14% 55.5 56.7 50 45.8 44.4 42.0 40 36.0 30.9 32.3 30.3 29.0 30 27.9 22.7 23.8 18.8 20 15.7 13.5 9.4 10 5.0 6.5 0 UK GAAP IFRS
Slide 8: Investor Returns 1985-2015
Investor Returns 1985 2015 £1,000 invested in WPP = £60,985 £1,000 invested in FTSE = £4,533 $1,000 invested in WPP = $96,288 $1,000 invested in S&P 500 = $10,138
Slide 9: Investor Returns 1995-2015
Investor Returns 1995 2015 £1,000 invested in WPP = £15,831 £1,000 invested in Peer group = £8,590 Peer group – Omnicom, Publicis, IPG, Havas
Slide 10: The Global Communications Services Leader
The Global Communications Services Leader
Slide 11: WPP: a global company
Germany WPP: a global company $500m seeietett fttt 14,000
Slide 12: Our 'Billion Dollar Brands'
Our 9 ‘Billion Dollar Brands’
Slide 13: Our 'Billion Dollar Markets'
Our 5 ‘Billion Dollar Markets’
Slide 14: Horizontality
Horizontality Over 188,000 people in over 3,000 offices in 111 countries
Slide 15: Horizontality Account Teams
Horizontality 46 Account Teams Over 38,000 WPP employees work on these clients
Slide 16: Horizontality: Regional, Sub-Regional and Country Managers
Horizontality Regional, Sub-Regional and Country Managers Covering 50 out of 111 Europe Eastern Europe countries Italy Portugal Turkey Greater China Israel South Korea Mexico India ME & N Africa Vietnam Indonesia Andina Australia New Zealand
Slide 17: Our Strategic Priorities
Our 4 Strategic Priorities
Slide 18: New Markets, New Media, Data Investment Management, Horizontality
NEW MARKETS NEW MEDIA DATA INVESTMENT MANAGEMENT & HORIZONTALITY APPLICATION OF TECHNOLOGY
Slide 19: New Markets
NEW MARKETS BRICs (Brazil, Russia, India, China) ad spend US $m Increase share of revenues from faster-developing markets to 40- 45%
Slide 20: New Media
NEW MEDIA Global digital ad spend US $m Increase share of revenues from new media to 40-45%
Slide 21: Data Investment Management & Application of Technology
DATA INVESTMENT MANAGEMENT & APPLICATION OF TECHNOLOGY Maintain share of more measurable marketing services at 50% of revenues
Slide 22: Horizontality
HORIZONTALITY Advance ‘horizontality’ by ensuring our people work together for the benefit of clients 38,000+ people work on our top 46 accounts
Slide 23: 10 Key Opportunities
10 Key Opportunities Shift to East, South and South-East • Overcapacity and shortage of human capital Disruption Growth of retail power Importance of internal communications Global and local structures Relative power of finance and procurement Growth of government Sustainability Industry consolidati
Slide 24: Four Differentiators
Four Differentiators Talent Technology Data Content
Slide 25: Annual General Meeting 2015
W PP Annual General Meeting 2015