Sage Group Plc · LSE:SGE
Sage — The Sage Group — Investor Presentation (March 2025)
47 slides from Sage's investor presentation, Mar 12, 2025
Slide 1: Innovating for growth through AI
Innovating for growth through AI Webinar for Investors and Analysts 12 March 2025
Slide 2: Important notice
Important notice The following presentation is being made only to, and is only directed at, persons to whom such predicting customer behaviour; customers may not respond as we expected to our sales and presentation may lawfully be communicated (“relevant persons”). Any person who is not a relevant m
Slide 3: Steve Hare, Chief Executive Officer
Steve Hare Chief Executive Officer • Introduction • Scaling through integrated solutions • Copilot and the Sage Network platform • Leveraging our brand • Go-to-market execution • Q&A
Slide 4: Meet the team
Meet the team Amy Lawson Dan Miller Walid Abu-Hadba Chief Brand and Corporate Derk Bleeker EVP, Financials and ERP Division Chief Product Officer Affairs Officer Chief Commercial Officer Dan is responsible for Sage’s Walid is responsible for leading Amy is responsible for Sage’s Derk is accountable
Slide 5: Strategic framework for growth
Strategic framework for growth Purpose To knock down barriers so everyone can thrive Ambition To create the world’s most trusted and thriving network for SMBs, powered by Sage Copilot Strategy Connect Grow Deliver Stakeholders Customers Colleagues Society Shareholders Partners We do the right thing
Slide 6: Strategic focus areas
Strategic focus areas • Platform connects our products, customers and data flows Connecting SMBs through our Connect trusted and thriving network • Deliver network services such as AP/AR Automation • Powerful ecosystem for innovation • Scale cloud products including Sage Intacct Winning new customer
Slide 7: Key messages for today
Key messages for today How Sage is creating long-term value 1. Leveraging our scale through integrated, global solutions. 2. Leading specialist AI innovation through Sage Copilot. 3. Building on our brand strength to expand customer value. 4. Optimising our sales approach to drive efficient growth.
Slide 8: Dan Miller, EVP, Financials and ERP
Dan Miller EVP, Financials and ERP • Introduction • Scaling through integrated solutions • Copilot and the Sage Network platform • Leveraging our brand • Go-to-market execution • Q&A
Slide 9: Solutions that help organisations thrive
Solutions that help organisations thrive More sophisticated business needs Sage X3 1 Size of customer Differentiated global Sage Intacct and Sage 200/ BMS** anchor solutions in financial management Sage Active and Sage50 3 Sage Accounting Industry focus for and ACaaS* mid-sized businesses HR and pay
Slide 10: Strategic approach to innovation and product development
Strategic approach to innovation and product development Solutions Financial Management Geographies Operational People Management Management Industry segments Nonprofit Financial Healthcare Software Professional Hospitality Construction Retail Distribution Manufacturing Services & SaaS Services & Re
Slide 11: AI fuels efficiency and insights
AI fuels efficiency and insights © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 11
Slide 12: AI fuels efficiency and insights
AI fuels efficiency and insights © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 12
Slide 13: AP Automation with Purchasing
AP Automation with Purchasing Streamline purchasing management with AI-powered automation “It is a gamechanger. AI-Powered Digitisation Customer It has saved us time and feedback money, certainly, but I think the root cause of Vendor, Identify that is the improvement in GL code, duplicate, Email dim
Slide 14: Suites optimise how we show up
Suites optimise how we show up • Industry-specific core packaging to Financials facilitate technology and process transformations at the desired customer pace • Suites have been built to Analytics HR & Payroll support uptake of capabilities over time to ensure today's work is handled and tomorrow's
Slide 15: Saving small business users time
Saving small business users time Our vision for small business suites has evolved from integrated products… © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 15
Slide 16: Saving small business users time
Saving small business users time …to integrated workflows for time BOOKKEEPERS saving benefits for each type of user. © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 16
Slide 17: Suites purpose-built for Construction
Suites purpose-built for Construction Sage for Specialty Contractors Construction Financials Sage for Real Estate Developers Sage for General Contractors Construction Payroll Sage for Homebuilders Pre-construction & Operations Sage for Heavy Civil Construction © 2025 The Sage Group plc, or its licen
Slide 18: ERP for product-centric businesses
ERP for product-centric businesses Shared Services services Shopify Connector Sage Distribution & Sage X3 Manufacturing Shop Floor Control Operations (SDMO) Mobile Automation and more… Lower Complexity & Size Higher © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 18
Slide 19: Recent X3 Accolades
Recent X3 Accolades Ranked as Ranked as Ranked as Shortlisted Leader: Exemplary: Enterprise Leader: for: MarketScape Worldwide Midsize ERP Financial Top 10 Food & Beverage Product-Centric Cloud Re-manufacturing Management and Midsize ERP Systems in 2025 ERP, Q1 2025 Management Software ERP Manufactu
Slide 20: Powering innovation and product development
Powering innovation and product development Sage Ai + Sage Network © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 20
Slide 21: Walid Abu Hadba, Chief Product Officer
Walid Abu Hadba Chief Product Officer • Introduction • Scaling through integrated solutions • Copilot and the Sage Network platform • Leveraging our brand • Go-to-market execution • Q&A
Slide 22: The Sage Network is our Platform
The Sage Network is our Platform One platform connecting Sage ecosystem solutions to AI and network services © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 22
Slide 23: Sage Network platform
Sage Network platform Sage Data Platform Sage Copilot Factory Sage Accounting Sage HR and Payroll AWS Lake Orchestration Sage 50 Outlier Azure Lake Skills AI Agents detection Sage Active LLMs, SLMs, MLs Sage 200/BMS* Sage People Sage Network Services Sage Sage Intacct Experience Platform X3 Identity
Slide 24: Sage Copilot differentiators
Sage Copilot differentiators Enabling all Sage software developers to be AI developers MACHINE LEARNING Rapid product Context-relevant ‘North Star’ use case User confidence development and solutions and driven UX and trust deployment automation © 2025 The Sage Group plc, or its licensors. All rights
Slide 25: Customer feedback
Customer feedback Sage Copilot quotes Sage is helping us to make the most Having Sage Copilot has been like effective decisions for our business. It is having another member of staff working in the truly revolutionising our business background for us.” operations, and we are already saving over 5 ho
Slide 26: Custom LLM key to building AI-first future
Custom LLM key to building AI-first future Expertise in global accounting Understands accounting Broad and deep training in and compliance across language and generates accounting and aligned with international jurisdictions accurate, trusted, intelligent major professional bodies and proactive resp
Slide 27: Amy Lawson, Chief Brand and Corporate Affairs Officer
Amy Lawson Chief Brand and Corporate Affairs Officer • Introduction • Scaling through integrated solutions • Copilot and the Sage Network platform • Leveraging our brand • Go-to-market execution • Q&A
Slide 28: Strategic framework for growth
Strategic framework for growth Purpose To knock down barriers so everyone can thrive Ambition To create the world’s most trusted and thriving network for SMBs, powered by Sage Copilot Strategy Connect Grow Deliver Stakeholders Customers Colleagues Society Shareholders Partners We do the right thing
Slide 29: Evolving Buying Behaviour
Evolving Buying Behaviour 33% of the B2B buying process is spent engaging with self-serve content 60% B2B buyers are 60% into the decision-making process before contacting Sage 13 B2B buyers engage with 13 pieces of content before choosing a software provider Page 29 © 2025 The Sage Group plc, or it
Slide 30: UK&I
UK&I • Strong brand salience & leading in brand consideration • Perceived as an innovative, credible & trustworthy provider of © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 31: UK&I
UK&I • Sage has a unique opportunity to shape the digitisation agenda • Focus on connecting with the next generation of SMBs © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 32: UK&I
UK&I • 62% of SMB owner Hundred fans would recommend Sage • 60% of Hundred fans agree that ‘Sage helps small businesses’ © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 33: Europe
ADD RUGBY IMAGE Europe • Sage leads in France for awareness & consideration amongst SMBs • In 2025, 50M viewers have watched The Six Nations live on TV in France © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 33
Slide 34: Europe
Europe • SMBs appetite for solutions in Europe increased throughout 2024 • Sage’s new brand campaign will launch in 2025 across France, Germany & Spain © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 35: North America
North America Operation Hope achieved time-savings, improved accuracy and risk-reduction with Sage Intacct features. Sage Intacct supported OneStream to grow their CMRR by 800% in four years. Page 35 © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 36: North America
North America 39% of Medium finance decision maker MLB fans are aware of Sage © 2025 The Sage Group plc, or its licensors. All rights reserved.
Slide 37: Derk Bleeker, Chief Commercial Officer
Derk Bleeker Chief Commercial Officer • Introduction • Scaling through integrated solutions • Copilot and the Sage Network platform • Leveraging our brand • Go-to-market execution • Q&A
Slide 38: GTM organisation
GTM organisation UKIA £670m (+8%) NORTH AMERICA EUROPE £1.1bn £610m (+12%) (+6%) Figures show Underlying Total Revenue & YoY Growth based on FY24 full year results © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 38
Slide 39: Optimising our sales approach
Optimising our sales approach Driving productivity and COUNTRY efficiency: 1 Strategy and growth opportunity REGION 2 Execution capabilities GLOBAL 3 Transformation through AI © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 39
Slide 40: Customer support transformation
Customer support transformation £115 76 £110 74 £105 72 £100 70 16% reduction £95 68 in customer support costs £90 since the beginning of 66 £85 FY23, whilst improving 64 customer tNPS £80 £75 62 £70 60 FY23 FY24 FY25 Cost tNPS FY25 reflects YTD performance © 2025 The Sage Group plc, or its licensor
Slide 41: Simplification
Simplification • Accelerate deal velocity, expand share of wallet, and improve win rates through industry suites • Pre-configured solution bundles designed for specific industries to meet their unique needs • Simplifying customer buying journey, focused on customer needs not products • Currently liv
Slide 42: AI and Sage Copilot
AI and Sage Copilot • Improved customer value exchange through workflow automation • Enhancing growth in Cloud Connected • Enabling product-led growth © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 42
Slide 43: Scaling globally
Scaling globally • Growth momentum with Sage Intacct in Example: Intacct growth in new markets Canada and UKIA, scaling in Europe • Accelerated global expansion of Sage HR with payroll integrations • Strong momentum in X3, product and platform investment to expand TAM • Building the next wave with S
Slide 44: Compliance driving digitisation
Compliance driving digitisation Making Tax Digital for E-Invoicing Income Tax MTD for IT requires self-employed individuals and E-invoicing mandates businesses in various landlords to keep digital records, submit quarterly countries to adopt digital invoicing systems, updates, and file tax returns u
Slide 45: Key growth opportunities
Key growth opportunities 1. Simplification 2. AI and Sage Copilot 3. Scaling globally 4. Compliance driving digitisation © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 45
Slide 46: Q & A
Q&A © 2025 The Sage Group plc, or its licensors. All rights reserved. Page 46
Slide 47: Thank you.
Thank you. © 2025 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors. All other trademarks are the property of their respective owners.