Relx Plc · LSE:REL
Relx — Reed Elsevier — Shareholder Meeting (April 2015)
7 slides from Relx's shareholder meeting presentation, Apr 23, 2015
Slide 1: Reed Elsevier PLC AGM 23 April 2015
Reed Elsevier PLC AGM 23 April 2015 Reed Elsevier PLC We help scientists make new discoveries, lawyers win cases, doctors save lives, and executives forge commercial relationships with their clients. We help insurance groups offer customers lower prices by assessing risk better, and save taxpayers a
Slide 2: Forward-Looking Statements
Reed Elsevier PLC AGM 23 April 2015 Erik Engstrom, CEO Reed Elsevier PLC FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amen
Slide 3: 2014 progress and financial performance
2014 progress • Continued positive financial performance – Underlying revenue and profit growth across all major business areas – Further improvement in profitability • Further strategic and operational progress – Continued business transformation, primarily through organic development – Build out o
Slide 4: Share price performance and 5 year dividend history
5 year share price performance Reed Elsevier PLC vs FTSE 100 Index 1200 1123p +120% 1100 RE PLC 1000 Price rebased to RE (p) 900 800 700 +30% 600 511.5 p FTSE 100 500 400 31 Dec 09 31 Dec 10 31 Dec 11 31 Dec 12 31 Dec 13 31 Dec 14 Total Combined market £11.4 £23.1bn capitalisation: Reed Elsevier PLC
Slide 5: 5 years Total Shareholder Return and strategic direction
5 years Total Shareholder Return Reed Elsevier PLC vs FTSE 100 Index 350% 350 £100 invested on 1 January 2010 is worth £286* today 300 300% +186% RE PLC 250 250% 200 200% +58% 150 150% FTSE 100 100 100% 50 50% 0 0% Dec-09 Dec-10 Dec-11 Dec-12 Dec-13 Dec-14 Apr-15 * Including reinvested dividend Reed
Slide 6: Simplification of corporate structure and Q1 2015 trading update
Simplification of corporate structure 31 December 2014 Proposed 1 July 2015 Economic interest*: 52.9% 47.1% 52.9% 47.1% Reed 5.8% Reed RELX RELX Elsevier Elsevier PLC NV PLC NV 52.9% 47.1% Reed Elsevier Group plc RELX Group plc Elsevier Reed Finance BV *External shareholders’ economic interest in co
Slide 7: Reed Elsevier PLC
Reed Elsevier PLC AGM 23 April 2015 Reed Elsevier PLC 7