Sanoma Oyj · OMXHEX:SANOMA
Sanoma Oyj — Investor Day (November 2017)
24 slides from Sanoma Oyj's investor day presentation, November 2017
Slide 1: Leading in the learning market
Leading in the learning market John Martin, CEO of Sanoma Learning Capital Markets Day 2017
Slide 2: Sanoma Learning is a leading learning company in Northern Europe
Sanoma Learning is a leading learning company in Northern Europe • Leading positions in countries with some of world’s best educational systems • Solutions that drive higher learning outcomes, engagement and efficiencies • Scalable technologies to support leadership in the digital transformation • S
Slide 3: Solid financial performer and a leading digital player in Northern European markets
Solid financial performer and a leading digital player in Northern European markets Key figures Composition of net sales 2016 EUR million 2016 2015 Vocational and other Net sales 283 280 Hybrid Print 13% Organic growth -2.5% -4.0% Operational EBITDA* 95 83 Non-print 47% sales K-12 % 33.7% 29.7% 54%
Slide 4: A Leading Position in Some of the World's Best Education Systems
A Leading Position in Some of the World’s Best Education Systems No 2 in Sweden Serving 10 million pupils and 1 million teachers with sales of 25 MEUR European top performers + top2 Market: 1.3 million pupils 1 Singapore 556 2 Japan 538 3 Estonia 534 No 2 in The Netherlands 5 Finland 531 with sales
Slide 5: Our methods save teachers hours/week, improve learning outcomes and engagement
Our methods save teachers 8 hours/week, improve learning outcomes and engagement of students We enable learning impact*: By supporting key activities in With comprehensive the teaching and learning cycle learning solutions Learning outcomes Instruction 95% Prepare Administer Teacher guides Exe
Slide 6: Our portfolio extends beyond core learning methods
Our portfolio extends beyond core learning methods Core product: Learning methods Adjacent areas • Integrated teaching and • Netherlands: Testing, learning resources, Corporate learning including • Poland: Exam Preparation, • Textbooks School Management • Teacher guides Systems • Exercise books • Le
Slide 7: We deploy scalable technologies to lead the digital transformation
We deploy scalable technologies to lead the digital transformation Our central technology assets can be scaled and customized to local specific needs Content creation & management system Single content creation and management system Central framework for building learning platforms High impact
Slide 8: Our strong capabilities bring us competitive advantages
Our strong capabilities bring us competitive advantages World-class learning and teaching design skills, with a local understanding of customer needs Integrated product development process that enables fully hybrid methods and learning solutions Centrally driven technology platforms that enabl
Slide 9: Hybrid solutions most effective in the classrooms: today and tomorrow
Hybrid solutions most effective in the classrooms: today and tomorrow 1. Learning impact will become increasingly important 2. Digital will enable learning impact, with hybrid solutions offering an attractive and sustainable proposition 3. Teachers will remain at the centre of the classroom experien
Slide 10: We have a clear strategy to drive sustainable shareholder value
We have a clear strategy to drive sustainable shareholder value Key Industry Developments Our Strategy Core Capabilities provide growth opportunities drive sustainable shareholder provide competitive edge value Continuous school reforms Organic growth in Learning & Teaching Design and curriculum cha
Slide 11: Growth opportunities
Organic growth in footprint markets Growth M&A in (Northern) Europe opportunities Diversify into adjacent markets
Slide 12: The Netherlands is our biggest market, with opportunities for organic growth
Sanoma Local brand The Netherlands is our biggest market, with opportunities for organic growth Organic growth in footprint markets Dutch market Sanoma Learning growth Main players: Noordhoff, Our initiatives Malmberg, ThiemeMeulenhoff market Enter the vocational education and Zwijsen share Heal
Slide 13: New Primary Education Math Cycle will support growth
CASE the Netherlands New Primary Education Math Cycle will support growth Organic growth in footprint markets The Netherlands Primary Education Math market size cycle 2001-2022F (MEUR) In the Netherlands, market for primary education math towards end of cycle, new 60 Current PE New PE cycle expect
Slide 14: Sanoma Learning as a market leader in Poland poised to benefit from new reforms
Sanoma Local brand Sanoma Learning as a market leader in Poland poised to benefit from new reforms Organic growth in footprint markets Polish market Sanoma Learning growth Main players: Nowa Era, WSiP, initiatives GWO, MACH and foreign Our New school structure and new publishers market share met
Slide 15: Educational reforms provide growth opportunities in Poland
CASE Poland Educational reforms provide growth opportunities in Poland Organic growth in footprint markets Polish educational reform Educational reform signed into law in January 2017 resulting in a large number of materials to be renewed 2016 6 grades 3 grades 3-4 grades Reform 2017–2022 starts
Slide 16: Organic growth: Bingel
CASE Bingel Organic growth Organic growth in footprint markets Bingel: storified, adaptive learning Learning Student platform for primary education Outcomes Engagement Makes learning fun and engaging for pupils, while enabling teachers to provide increased personalization in their class Teacher Su
Slide 17: Organic growth: Bingel
CASE bingel Organic growth Organic growth in footprint markets Over 500 million exercises Bingel growth in new Bingel growth in Belgian completed on bingel since launch countries Flanders 2011 % of Primary school students Over 1100 teachers using bingel 2016 assigning exercises on 15% bingel Fin
Slide 18: Improving profitability through bolt-on acquisitions
Improving profitability through bolt- on acquisitions M&A in Northern Europe Higher scale, lower cost and more rapid Accelerate deployment of technology Digital Transformation Lower costs needed to develop high quality products Stronger Better coverage of curriculum product More scale portfo
Slide 19: M&A growth: De Boeck
CASE De Boeck M&A growth M&A in Northern Europe An example of highly synergetic acquisition What we did How it was done Increase of scale One management team Leveraging of digital platforms provided clarity from Day 1 and transformational Back office, offices and capabilities warehouses inte
Slide 20: Adjacent markets
CASE SAM Adjacent markets Diversify into Sanoma Learning partnered with iTanks and TNO to develop new adjacent markets e-learning programme for high risk safety training at Rotterdam Harbor Sanoma Learning • Learning design skills iTanks & TNO • Existing learning platforms • Subject matter expertise
Slide 21: Summary
Summary
Slide 22: Our Strategy is to Grow in a Changing Industry
Our Strategy is to Grow in a Changing Industry Organic growth in M&A in (Northern) Diversify into footprint markets Europe adjacent markets We use our strong We make highly We use our assets and positions, assets and skills synergetic bolt-on capabilities to capture to capture opportunities in acqui
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Slide 24: Important Notice
Important Notice The information above contains, or may be deemed to contain, forward-looking statements. These statements relate to future events or future financial performance, including, but not limited to, expectations regarding market growth and development as well growth and profitability of