Relx Plc · LSE:REL

Relx — Reed Elsevier — Shareholder Meeting (April 2011)

6 slides from Relx's shareholder meeting presentation, Apr 20, 2011

  1. Slide 1: Reed Elsevier PLC AGM

    Reed Elsevier PLC AGM 20 April 2011 Erik Engstrom, CEO Reed Elsevier Improved 2010 trading performance; underlying revenues +2% against 6% decline in 2009 Considerable progress in development of business • Markets stabilised or improved • Increased product development • Sharpened operational focus E

  2. Slide 2: Profit and loss; Cash flow and balance sheet

    Profit and loss 2010 2009 Year to 31 December £m £m % change Revenue 6,055 6,071 0% Adjusted operating profit* 1,555 1,570 -1% Adjusted net profit* 983 982 0% Statutory net profit** 642 391 +64% *Adjustments exclude amortisation, impairment, exceptional restructuring costs and disposal gains and los

  3. Slide 3: Earnings per share and dividends; Revenue

    Earnings per share and dividends Reed Elsevier PLC Adjusted EPS 43.4p -5% Reported EPS 27.3p +58% Interim dividend 5.4p 0% Final dividend (proposed) 15.0p 0% Total dividend 20.4p 0% 5 Revenue: £6,055m 2009 2010 £m % change % change Year to 31 December underlying underlying 718 Elsevier +4% +2% Lexis

  4. Slide 4: Adjusted operating profit; Reed Elsevier today

    Adjusted operating profit: £1,555m 2009 2010 £m % change % change Year to 31 December underlying underlying Elsevier +9% +4% 89 158 LexisNexis -15% -12% Reed Exhibitions -31% +4% 724 592 Reed Business Information -34% +4% Reed Elsevier -9% -1% 7 Reed Elsevier today Revenue Adjusted operating profit

  5. Slide 5: Elsevier today; Creating value

    Reed Elsevier today Revenue by format 27% 25% 37% 33% 56% 52% 51% 64% 64% 60% 58% 14% 14% 15% 17% 13% 12% 12% 12% 12% 14% 14% 59% 61% 48% 50% 32% 35% 37% 28% 30% 22% 22% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Electronic Face to face Print 9 Reed Elsevier today Creating value for prof

  6. Slide 6: Reed Elsevier: In conclusion

    Reed Elsevier: In conclusion 2010 • Returned to overall underlying revenue growth • Considerable progress on individual business unit priorities 2011 • Underlying revenue growth in each of Reed Elsevier’s businesses in first quarter* • Expect gradual recovery and continued improvement in performance

Reed Elsevier — Shareholder Meeting (April 2011) on 6ix