PageGroup PLC · LSE:PAGE
PageGroup — Q2 2021 Earnings Presentation
9 slides from PageGroup's earnings presentation, 2021
Slide 1: Q2 and H1 2021 Trading Update
Steve Ingham Chief Executive Officer Q2 and H1 2021 Trading Update Kelvin Stagg Chief Financial Officer LSE: PAGE.L Website: https://www.page.com/investors
Slide 2: Q2 & H1 Overview
Headline Numbers Financial Review Regional Review Summary Q2 21 Q2 & H1 Overview Key financial highlights Gross Profit £219.7m Constant Currency vs Q2 2020 +94.1% Q2 £224.7m Q2 2019 Constant Currency Gross Profit £404.1m vs Q2 2019 +2.0% H1 £433.5m H1 2019 April & May vs 2019 -3% Net Cash c. £168m c
Slide 3: Quarterly growth rate improved to +2.0%
Headline Numbers Financial Review Regional Review Summary Q2 21 Quarterly growth rate improved to +2.0% Significant improvement in June, +11% vs 2019 • Large, High Potential markets* (38% of Group) +16% • EMEA +0.4% • Asia Pacific +10.5% • Americas +7.7% • UK -9.0% *Germany, Greater China, Latin Ame
Slide 4: EMEA
Headline Numbers Financial Review Regional Review Summary Q2 21 EMEA Return to growth in Q2 vs 2019 Reported % Constant % Constant % Q2 % of Group 2021 £m 2020 £m 2019 £m vs. 2020 vs. 2020 vs. 2019 EMEA 49% 107.3 63.3 108.9 +69.5% +75.8% +0.4% • France, (14% of the Group) -11% (+84% vs 2020) • Germa
Slide 5: Asia Pacific
Headline Numbers Financial Review Regional Review Summary Q2 21 Asia Pacific Our strongest performing region Reported % Constant % Constant % Q2 % of Group 2021 £m 2020 £m 2019 £m vs. 2020 vs. 2020 vs. 2019 Asia Pacific 21% 46.0 25.6 43.7 +79.8% +89.7% +10.5% • Greater China, (9% of the Group) +10%
Slide 6: The Americas
Headline Numbers Financial Review Regional Review Summary Q2 21 The Americas Significant improvement in Q2 Reported % Constant % Constant % Q2 % of Group 2021 £m 2020 £m 2019 £m vs. 2020 vs. 2020 vs. 2019 Americas 16% 34.5 16.0 37.0 +115.8% +137.9% +7.7% • US +8% (+113% vs 2020) • Latin America +11%
Slide 7: Trading improved as the quarter progressed, -1.7% in June vs 2019
Headline Numbers Financial Review Regional Review Summary Q2 21 UK Trading improved as the quarter progressed, -1.7% in June vs 2019 Growth Rate Growth Rate Q2 % of Group 2021 £m 2020 £m 2019 £m vs. 2020 vs. 2019 UK 14% 31.9 13.5 35.1 +136.1% -9.0% • Michael Page -4% (+143% vs 2020) • Page Personnel
Slide 8: Summary
Headline Numbers Financial Review Regional Review Summary Q2 21 Summary Activity levels improved further in Q2 Priority remains to protect our employees, candidates and clients Significant improvement in June, +11% vs 2019 Record quarters in 17 countries Headcount remains 8% below pre-pandemic level
Slide 9: Disclaimer
Headline Numbers Financial Review Regional Review Summary Q2 21 Disclaimer This presentation contains certain statements that are neither reported financial results nor other historical information. The information contained in this presentation is not audited, is for personal use and informational