Aegis Group plc

Jerry Buhlmann, CEO

Opportunity in a “two speed world”

24 April 2012

Agenda

An evolving market

Market opportunities

Our vision, strategy and operating model

Delivering on our strategy

Acquisitions support our strategy

Q&A

Aegis Group plc | Page 2

A two speed world

Ad-spend forecast year-on-year growth 2012

10.7%

9.5%

1.5%

14.7%

5.0%

Source: Aegis Media estimates

Emerging markets will continue to drive growth

However, North America will remain the world’s largest ad market

Source: Aegis Media

GDP vs. ad-spend growth in 2011

De-coupling effect in faster-growing regions

Source: Aegis Media estimates

Global internet & mobile advertising spend

Share of digital spend will continue to grow

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%

0

20000

40000

60000

80000

100000

120000

140000

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012E 2013E 2014E 2015E 2016E

% o

f gl

ob

al a

d s

pe

nd

Ad

vert

isin

g sp

en

d ($

m)

Paid Search Online Display Online Video Global Internet as % of total global advertising

Source: Aegis Media estimates

CONVERGENCE – EVERYTHING INTERCONNECTED

INTERDEPENDENT AND TRANSPARENT

Time and Effect Exponentially Increases

Earned

Media

Bought

Media

Owned

Media

How marketing budgets changed in 2011

2011 vs 2010 – US clients

Source: Marketing Sherpa

SUPPLY DEMAND

ACCESS

EASE

CONTROL

Drivers of success in emerging media ecosystem

Consumers’ access to online content

CAPACITY

SCALABILITY

SPEED

Emerging media ecosystem

Media ownership model changing

Key conclusions of market evolution

Two speed world for next 5 years

US and China will dominate scalable industry developments

Digital technologies and convergence key drivers for growth

Social media important to consumers and brands

‘New’ media owners attempting to capture ‘total value chain’

Rate of consumer adoption variable by age/geography/access

Impact of market evolution

Potential opportunity for agencies

Consumers assimilating ‘scaled’ technologies at a rapid pace

Evolving complexity creates opportunity

Specialist and integrated required to reflect client needs

Interconnected communication ecosystem creates redefinition of effectiveness

and value

Convergence will require new trading platforms, data management skills and

constant innovation

Emergence of global media and global brands enhances the oppportunities for

‘networks’

Development of the market and Aegis

2010 - 2012

Major market trends 2010 2012e

Two speed world Initiated Sustainable

Convergence Initiated Accelerating

Aegis Group * 2010 2012e

Media 42% ~ 60%

Digital 19% ~ 40%

Market research 39% 0%

Faster-growing regions 33% > 34%

* % of Aegis Group revenue

Aegis Group in 2012

Brands and structure aligned with convergence and client need

1 P&L per

country

Specialist Integrated

1 operating

model per

country

Objectives

Aegis vision & strategy – the opportunity

Aegis Group plc | Page 16

Vision Re-inventing the way brands are built

1. Increase exposure to faster growing regions

2. Grow our digital profile and capability

3. Broaden our service offering across all our clients

4. Grow our international client and new business profile

5. Strengthen leading position in top 20 markets (inc. China and US)

Strategy accelerated by targeted acquisitions

Offer

Outcome

Aegis strategy & model – delivering on the opportunity

Aegis Group plc | Page 17

Model Scaled media and digital group with a

specialist and integrated approach

1. Increased exposure to faster-growing regions

2. Increased proportion of revenues from digital

3. Increased proportion of revenues from international clients

4. Ongoing out-performance of peer group organic revenue growth

5. Improved gross and operating margins

Offer

Delivering on our strategy

Aegis 2011 financial results - highlights

Aegis Group plc| Page 18 All references to Aegis Group relate to the Retained Group, which comprises Aegis Media, Aztec and the corporate centre

2011 2010 Reported change

Revenue £1,135.0m £941.0m 20.6%

Operating profit £197.4m £151.1m 30.6%

Underlying operating margin 17.4% 16.1% 130 bps

Underlying pro forma diluted eps 10.7p 8.6p 24.4%

Total dividend per share 20.28p 2.75p n/a

Delivering on our strategy

Sector-leading organic growth performance in 2011

Good progression in organic growth from H1 to H2

Particularly strong performance in Q4, our largest quarter of the year

Momentum continues into 2012

Aegis Group plc| Page 19

Change % Q111 Q211 Q311 Q411

Organic revenue 10.1 6.1 11.2 12.0

H111 H211 FY11

7.8 11.7 9.9

Delivering on our strategy

$6bn of net new business won in the last 18 months

General

Motors

Co.

North

America

Network

development

$3bn of billings in over 80 markets

around the world

$1.5bn of

additional

billings

$1bn of

additional

billings from

55 market

appointments

Improving our business mix

Increasing exposure to North America and faster-growing regions

Aegis Media revenue breakdown: 2005 – 2011

Aegis Group plc | Page 21

32% 34% 36% 36% 37%

43%

50%

68% 66% 64% 64% 63% 57% 50%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2005 2006 2007 2008 2009 2010 2011

North America & Faster-growing regions Western Europe

Improving our business mix

Increasing exposure to digital

Aegis Media revenue breakdown: 2005 – 2011

14% 20%

26% 29% 31% 32% 35%

86% 80%

74% 71% 69% 68% 65%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2005 2006 2007 2008 2009 2010 2011

Traditional

Digital

Aegis Group plc | Page 22

Receipt of proceeds from sale of Synovate, the market research business:

− Improved our FY11 net debt position

Returned £200m to shareholders via a special dividend in November 2011

− Record total dividend of 20.28p per share for the year

Remaining proceeds being utilised on acquisitions and investments

− Covenant position remains comfortable – supports our financial flexibility

£m 31 Dec 2011 30 June 2011

31 Dec 2010

Gross debt including overdrafts (754.5) (714.8) (725.7)

Cash 626.1 321.5 394.4

Net debt (128.4) (393.3) (331.3)

Sale of Synovate in October 2011 for £525m

Further strengthened our balance sheet

Aegis Group plc| Page 23

Acquisitions will help to accelerate our strategy

Successful record in making acquisitions

− Spent over £760m on around 85 acquisitions and investments since 2005

− Including c.£150m in initial consideration on 22 acquisitions and investments in 2011 and

so far in 2012

Focused on a range of capabilities and geographies

− Scale, in-fill and innovation

− North America, particularly the US, and faster-growing regions, particularly China

Strong track record of integration and management retention

− 70% retention rate since 2005

Continued focus on acquisitions in 2012

− Roundarch in the US and digital acquisitions in faster-growing regions

Aegis Group plc | Page 24

Consistent delivery of acquisition execution

14% ROIC from acquisitions, 2005 - 2011

An industrialised acquisition process:

− Targets identified by local management teams

− Supported by central M&A team

− Monthly review by Acquisition Committee

− Maintain pipeline of 50 – 60 acquisition targets

Measure acquisitions against strict investment criteria:

− Deliver returns of at least WACC plus a margin of 30%

− Earnings enhancement in Year 1

− Strong discipline to be maintained

Acquisitions structured to minimise risk to Aegis:

− Initial consideration limited

− Vendors occasionally retain a minority stake

Aegis Group plc | Page 25

Summary

Optimistic about Aegis’s future prospects

Unique focus as a media and digital specialist

Operating model fully aligned to market evolution

Peer group-leading revenue exposure to digital and faster-growing regions

Strong acquisition track record, supported by robust process

Positive momentum being achieved across our networks

Organisational strength:

− One-company culture and clear vision & values

Aegis Group plc | Page 26

Q & A