Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Investor Presentation (March 2018)
13 slides from Broadridge Financial Solutions's investor presentation, Mar 5, 2018
Slide 1: Investor Presentation March 2018
INVESTOR PRESENTATION MARCH 2018 EXHIBIT 99.1
Slide 2: Forward-Looking Statements
2© 2018 | Forward-Looking Statements Forward-Looking Statements This presentation and other written or oral statements made from time to time by representatives of Broadridge Financial Solutions, Inc. ("Broadridge" or the "Company") may contain “forward-looking statements” within the meaning of the
Slide 3: Use of Non-GAAP Financial Measures
3© 2018 | Use of Non-GAAP Financial Measures Explanation and Reconciliation of the Company’s Use of Non-GAAP Financial Measures The Company’s results in this presentation are presented in accordance with U.S. generally accepted accounting principles ("GAAP") except where otherwise noted. In certain
Slide 4: Track record of growth and value creation
4© 2018 | Track record of growth and value creation $1.1B $2.5B FY 0 8 FY 0 9 FY 1 0 FY 1 1 FY 1 2 FY 1 3 FY 1 4 FY 1 5 FY 1 6 FY 1 7 $20 $100 4 /1 /0 7 1 /1 /0 8 1 0 /1 /0 8 7 /1 /0 9 4 /1 /1 0 1 /1 /1 1 1 0 /1 /1 1 7 /1 /1 2 4 /1 /1 3 1 /1 /1 4 1 0 /1 /1 4 7 /1 /1 5 4 /1 /1 6 1 /1 /1 7 1 0 /1 /1 7
Slide 5: Market dynamics driving strong growth for Broadridge's technology-driven solutions
5© 2018 | Market dynamics driving strong growth for Broadridge’s technology-driven solutions Broadridge is Ready For Next Proven strategy and experienced management team to drive sustainable growth Uniquely positioned to deliver network value and capture additional, large market opportunities Succes
Slide 6: Broadridge platform-based business model creates unique value
6© 2018 | Broadridge platform-based business model creates unique value Network value Deep financial services knowledge Multi-client managed services approach • Domain expertise • Trusted • Unique Capability • Data & Analytics • Scale leadership • Significant IP
Slide 7: The industry's leading choice
7© 2018 | The industry’s leading choice GOVERNANCE CAPI TAL MARKETS WEALTH MANAGEMENT • Process 80% of outstanding shares in the United States, 50%+ for rest of world • Distribute 90%+ of broker regulatory communications to 140M individual accounts • Serve most brokers, funds, and public companies i
Slide 8: Extend Governance
8© 2018 | Extend Governance Key Opportunities • Transform regulatory communications • Develop omni-channel communications • Expand issuer services and continue to bring transparency to governance 140M+ RETAIL SHAREHOLDER ACCOUNTS 150,000+ INSTITUTIONAL SHAREHOLDERS 24,000+ MUTUAL FUNDS 1,100+ BANKS
Slide 9: Drive Capital Markets
9© 2018 | Drive Capital Markets Drive global technology platform Extend with additional solutions Create network value Data Fabric Unified Portal Global Position Manager Global P&L Global Sub-Ledger Managed Services Options Core Components Connectivity Reference Data Netting & Allocation Clearance &
Slide 10: Build Wealth Management
10© 2018 | Build Wealth Management Drive winning targeted solutions Deliver front-to-back global institutional platform of the future Wrap in next-generation digital and data processing capabilities Drive best-of-suite solutions for investment managers Advisors Investors • Wealth management tools •
Slide 11: Broadridge business model is strong
11© 2018 | Broadridge business model is strong Sustainable Growth • Large, recurring revenue base with good visibility • Organic strength driven by large addressable market opportunity Steady Margin Expansion • Continued scale and operational leverage • Focus on operational efficiencies Strong Free
Slide 12: Winning formula for top quartile TSR
12© 2018 | Recurring Fee Revenue Growth 7-9% Total Revenue Growth 5-7% Adjusted Op Income Margin Expansion ~50bps/yr Adjusted EPS Growth 14-18% Winning formula for top quartile TSR FY17 - FY20 three year growth objectives (As of 2/8/18) Note: Compound annual growth rates (CAGRs), except margin. Thre
Slide 13: CEO scorecard
13© 2018 | CEO scorecard Strength of our Governance and Capital Markets franchises with growing breadth of products built or acquired EXISTING BUSINESSES Positioned to go after real opportunities based on existing capabilities, supported by investments we have already made NEW OPPORTUNITIES Market d
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