Groupe Bruxelles Lambert SA · EURONEXT:GBLB
Groupe Bruxelles Lambert SA — Investor Day (2021)
11 slides from Groupe Bruxelles Lambert SA's investor day presentation, 2021
Slide 1: Delivering meaningful growth
Delivering meaningful growth 171
Slide 2: Conclusion
Conclusion 172
Slide 3: Ian Gallienne, GBL CEO
Conclusion Ian GALLIENNE GBL CEO 173
Slide 4: Unique positioning making us an attractive investor
Unique positioning making us an attractive investor GBL as an Investor Permanent Active capital Unique Family values & Engaged DNA Proprietary Flexible sourcing mandate Differentiated Unique execution network 174
Slide 5: Rotation strategy has resulted in a solid and well-diversified portfolio
Rotation strategy has resulted in a solid and well- diversified portfolio that will help us reach our targets Portfolio Successful asset Doubling rotation of NAV Ready to Diversification Growth deliver meaningful Increasing share growth Resilience of private assets Increasing share Greater of altern
Slide 6: Compelling risk-return profile with double-digit returns
Compelling risk-return profile with double-digit returns Quality Low leverage credit rating Low risk & Healthy Opportunistic double-digit dividend share buybacks returns to shareholders 176
Slide 7: Long-term outlook
Long-term outlook Past (1) Present (2) Long-term Outlook 98% 77% ~60% Publicly listed Publicly listed Publicly listed 2% 13% Private Equity funds Sienna Sienna 10% Private assets Private assets • Strong credentials taking stakes • Successful sector diversification • Continuing the development in lis
Slide 8: Value creation goals
Delivering meaningful double-digit TSR growth Value creation goals Beat our reference index Acceleration of value creation (Stoxx Europe 50) for our shareholders through • Growing our NAV per share double digits by: Continue to accelerate High-single digit growth of listed portfolio over long period
Slide 9: Meaningful Growth
Delivering Meaningful Growth
Slide 10: Disclaimer
Disclaimer This presentation has been prepared by Groupe Bruxelles All statements in this presentation, other than statements of historical facts, are forward-looking information purposes. This presentation is incomplete without reference to, and should be statements. These statements are based on t
Slide 11: Delivering meaningful growth
Delivering meaningful growth 181