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Merrill Lynch TMT Conference

Robert Lerwill, group ceo


Tuesday 3 June 2008
Agenda
Who we are
Our track record
Changes in our market
What sets us apart
Group at a glance
15,600
employees worldwide

25.9% 61.2%
revenue revenue
£433.0m from Americas from EMEA
£673.4m 12.9%
revenue
from Asia-Pacific

57 countries 70 countries 42 countries 21 countries 38 countries


11 years of market outperformance
Organic revenue growth, %
Market, % Aegis, %
15.6
12.4
10.5 9.8
9.0 8.4 8.3
7.5 7.7
4.7 4.4
7.9 3.2
6.4 6.7 5.9 6.0
4.3 4.4 5.2 4.6
3.4
0.0

-5.0

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Q1
2008
A track record of growth
Revenue, £m Pre-tax profit*, £m
1,106.4 132.7
996.9 116.2
870.4
100.2
747.0 93.8
648.8 80.5

2003 2004 2005 2006 2007 2003 2004 2005 2006 2007

* underlying
A track record of growth
Earnings per share*, pence Dividend per share, pence
8.2 2.30

7.0 1.90
6.1 1.65
5.6
1.45
4.9 1.32

2003 2004 2005 2006 2007 2003 2004 2005 2006 2007

* underlying
Multi-tasking is the norm
%

250

200

Multi-tasking
150

tasking
100

50

0
0600- 0700- 0800- 0900- 1000- 1100- 1200- 1300- 1400- 1500- 1600- 1700- 1800- 1900- 2000- 2100- 2200- 2300- 0000- 0100- 0200- 0300- 0400- 0500-
0700 0800 0900 1000 1100 1200 1300 1400 1500 1600 1700 1800 1900 2000 2100 2200 2300 2400 0100 0200 0300 0400 0500 0600

Watching TV Reading newspaper Reading magazine Listening to radio


Listening to music Watching video tapes/ VCD/DVD On the Internet Attending school/class
Extra-curricular activ./classes Studying Eating/drinking Offline video/electronic games
Playing Playing sports Going out with friends Talking on the phone
Shopping Other entertainment Housework/chores Sleeping
Commuting Working Reading books
Base: Weekdays respondents aged 8-24
Source: Synovate Young Asians Survey 2007: Average weekdays diary by hour
Time and money out of sync
US adult media consumption vs. media advertising spend
37% % of time
32% % of spend
29%

19% 20%

8% 9% 8% 7% 6%

TV Internet (personal Radio Newspapers Magazines


& business)

Source: Forrester
Digital leadership
Aegis Media revenue from Isobar 26%
Global adspend from digital
20%

15%

8%
7%
6%
4% 5%

2004 2005 2006 2007


Benefit of acquisitions
20% of revenue from emerging markets

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