London Stock Exchange Group Plc · LSE:LSEG
London Stock Exchange — Investor Presentation (June 2025)
25 slides from London Stock Exchange's investor presentation, June 2025
Slide 1: Risk Intelligence Investor webinar
Risk Intelligence Investor webinar David Wilson, Head of Risk Intelligence June 2025
Slide 2: Agenda
Agenda 1. Who we are and what we do 2. A compelling market opportunity 3. Our strategy for growth 4. Q&A
Slide 3: Who we are and what we do
Who we are and what we do LSEG | 3
Slide 4: Trusted global provider of risk intelligence solutions
Trusted global provider of risk intelligence solutions 30,000+ 10,000+ 260 mil. 930,000 Data sources Customers Transactions verified Potentially fraudulent transactions identified Trusted partner to the Built on heritage of Track record of reliable world’s largest banks, non-bank accuracy, integrity
Slide 5: A market leading set of complementary risk solutions
A market leading set of complementary risk solutions 78% of revenues1 17% of revenues1 5% of revenues1 Screening Digital Identity & Fraud Enhanced Due (DI&F) Diligence (EDD) Helping customers meet their legal Enabling firms to meet demand for Providing risk insights into a specific and regulatory ob
Slide 6: Our industry-leading screening solution
Our industry-leading screening solution Screening Case study We provide Customer need Data and insights on financial crime risk such Global leader in e-commerce wanted to screen as sanctions, politically exposed people (PEP), customer transactions in real time and meet adverse media and other risks
Slide 7: A closer look at WorldCheck One
A closer look at WorldCheck One Screening Providing granular insights at the individual …through to group-wide customer screening customer level…. and management tools LSEG | 7
Slide 8: Our fast-growing Digital Identity & Fraud offering
Our fast-growing Digital Identity & Fraud offering DI&F Case study We provide Customer need Identity and bank account verification tools A Fortune 500 insurance company drawing on an expansive global identity was experiencing more fraud database and detailed bank account records in claims disburseme
Slide 9: Our bespoke Enhanced Due Diligence reports
Our bespoke Enhanced Due Dilligence reports EDD Case study We provide Customer need Detailed reports that indicate the risk of A global medical device company needed a transacting with entities tailored, cost-effective solution that ensured third-party compliance We deliver Our solution Through due
Slide 10: Delivering strong recurring revenue from a diversified customer base
Delivering strong recurring revenue from a diversified customer base Revenues by type1 Revenues by customer1 33% 3% Banks 77% Recurring Government 6% One-time 28% Corporates Usage based Non-bank 16% financial institutions 36% 1. Based on 2024 Total Income excl. recoveries LSEG | 10
Slide 11: Driving consistent double-digit revenue growth
Driving consistent double-digit revenue growth Strong growth across Screening and DI&F 2020-2024 CAGR2 16% 18% 3% Screening DI&F EDD 2020 2021 2022 2023 2024 1. Constant currency growth including impact of both acquisitions and disposals over the period LSEG | 11 2. 2020-2024 CAGR for Screening and
Slide 12: Risk Intelligence sits at the heart of LSEG's customer proposition
Risk Intelligence sits at the heart of LSEG’s customer proposition Benefiting from LSEG’s scale, stability and investment… Distribution Investment Customer Trust Technology & Data Facilitating both sales Supporting market Increasing customer trust Providing talent, data, specialisation and share gai
Slide 13: A compelling market opportunity
A compelling market opportunity LSEG | 13
Slide 14: A £9-10bn segment, growing by 8-12%
Driving consistent double-digit revenue growth A £9-10bn segment, growing by 8-12%1 Multiple structural growth drivers Sustained Rising Increasing regulatory geo-political regulatory Risk enforcement £0.5bn tensions complexity Intelligence & fines Industry £9-10bn1 Greater supply Growth in Exponenti
Slide 15: Customer needs continue to evolve, presenting opportunities for growth
Customer needs continue to evolve, presenting opportunities for growth Efficiency Cloud Adoption Real-time Vendor AI Demand for Increasing Powering ever- Consolidation Increasing demonstrable preference for greater demand Greater cross-selling automation; cost savings SaaS solutions for data of serv
Slide 16: A comprehensive offer across the full compliance lifecycle
A comprehensive offer across the full compliance lifecycle Compliance lifecycle Supplier Risk Non-Invasive Sustainability Screening & Payment Payments Entity Cyber Security Due Diligence Digital Customer Enhanced Due Transaction Fraud Screening Screening Ratings for for 3rd Identity Onboarding Dilig
Slide 17: Evolving our offering over time to realise market opportunities
Evolving our offering over time to realise market opportunities WorldCheck acquires IntegraScreen Acquisition of 2009 a minority stake Founded 2000 Acquisition of in GDC WorldCheck 2020 Acquisition 2011 of GIACT Founded 2004 2020 Founded 2000 Founded 2010 Acquisition of Red Founded 2006 Flag Group A
Slide 18: Our strategy for growth
Our strategy for growth LSEG | 18
Slide 19: Core building blocks for strategic execution in place
Core building blocks for strategic execution in place Divested Attracted Expanded our Accelerated non-core industry-leading cloud partnership investment in AI assets talent with AWS & automation LSEG | 19
Slide 20: Our strategic priorities for growth
Our strategic priorities for growth 1 2 3 Strengthening Connecting Expanding Growing our leading position Integrating our products to create Addressing customer needs in core segments compelling customer solutions in adjacent market segments LSEG | 20
Slide 21: 1. Strengthening: Growing and maintaining our leading position in core-segments
1. Strengthening: Growing and maintaining our leading position in core-segments From To Manual Intelligent Automation Data collection and ingestion Human data curation; barriers to customer Adoption of AI and machine learning; automation enabling internal & customer automation Rigid Agile Data distr
Slide 22: 2. Connecting: Integrating our product suite to solve more customer use cases
2. Connecting: Integrating our product suite to solve a more diverse range of customer use cases Three recent examples of new, integrated customer solutions Screening Integrated customer onboarding Combining ID verification and WorldCheck One Consumer Onboarding KYB Onboarding Payment Identity Scree
Slide 23: 3. Expanding: Developing our presence in adjacent segments and geographies
3. Expanding: Developing our presence in adjacent segments and geographies Gaming Financial Three strategic enablers: Access Services claims history Opening Checking Pensions Investing account age Screening & Buy/claim Large Corporate Supplier onboarding Money laundering checks Withdrawing monitorin
Slide 24: Q&A
Q&A LSEG | 24
Slide 25: Contacts and further information
Contacts and further information Peregrine Riviere Group Head of Investor Relations Tel: +44 (0)7 977 379 063 Email: peregrine.riviere@lseg.com Chris Turner Investor Relations Senior Director Tel: +44 (0)7 769 931 614 Email: chris.turner@lseg.com Contacts and further information Madeleine Yoxall For
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