Currys PLC · LSE:CURY

Currys — Dixons Carphone — Shareholder Meeting (September 2017)

11 slides from Currys's shareholder meeting presentation, Sep 7, 2017

  1. Slide 1: Annual General Meeting

    Annual General Meeting 7 September 2017

  2. Slide 2: Ian Livingston, Chairman

    Ian Livingston Chairman AGM 7 September 2017

  3. Slide 3: Dividends Up 15% YoY in 2016/17

    Dividends Up 15% YoY in 2016/17 11.25 9.75 8.50 (GBp) FY 1415 FY 1516 FY 1617 AGM 7 September 2017 Page 3

  4. Slide 4: Sebastian James, Group Chief Executive

    Sebastian James Group Chief Executive AGM 7 September 2017

  5. Slide 5: 2016/17 performance

    2016/17 performance Headline revenue 2016/17 2015/16 Year on year Local Like for £million £million Sterling currency like UK & Ireland 6,550 6,402 2% 2% 4% Nordics 3,156 2,632 20% 5% 1% Southern Europe 661 550 20% 4% 6% Connected World Services 213 152 41% 37% n/a Group 10,580 9,736 9% 3% 4% • Stron

  6. Slide 6: Q1 announcement

    Q1 announcement • Continued good performance in electricals in the UK & Ireland, Nordics and Greece • Challenging conditions in the UK mobile phone market • Receivables revaluation, largely EU roaming legislation related, expected to be negative this year • Recent honeybee business model changes exp

  7. Slide 7: Core business – lead indicators: strong market leadership positions

    Core business – lead indicators: strong market leadership positions UK electricals share UK postpay mobile share Nordics share 28.3% 25.5% 25.8% 23.6% 23.1% 28.0% 24.0% 19.6% 27.1% 23.2% 26.6% 16.0% FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 FY14 FY15 FY16 FY17 AGM 7 September 2017 Page 7

  8. Slide 8: Core business – lead indicators: customer satisfaction and pricing

    Core business – lead indicators: customer satisfaction and pricing Customer satisfaction Pricing • Customer satisfaction scores remain at/near • UK pricing as competitive as ever record highs • Nordic price positioning continues to improve 100% 95% UK 90% electricals Comparative pricing in UK electr

  9. Slide 9: What we achieved last year and plan to do this year: Electricals

    What we achieved last year and plan to do this year: Electricals What we said we would do last year Our plans for the future • Complete 3-in-1 roll-out  • ‘My Account’ functionality as a single place for customers to access all their details • Increase supplier shop-in-shops  • Seamless digital ex

  10. Slide 10: What we achieved last year and plan to do this year: Mobile

    What we achieved last year and plan to do this year: Mobile What we said we would do last year Our plans for the future • New, simplified, web platform  • Develop leasing business • Launch leasing proposition  – residual value advantage through Trade-in • Extension of Click & Collect  • Increase

  11. Slide 11: Annual General Meeting

    Annual General Meeting 7 September 2017

Dixons Carphone — Shareholder Meeting (September 2017) on 6ix