merrill lynch tmt conference/media/files/a/aegis-group-plc/...source: synovate young asians survey...

Merrill Lynch TMT ConferenceRobert Lerwill, group ceoRobert Lerwill, group ceo

Tuesday 3 June 2008

Agenda

Who we are

Our track record

Changes in our market

What sets us apartWhat sets us apart

Group at a glance

25.9%revenue

61.2%revenue

15,600employees worldwide

25.9%revenuefrom Americas

61.2%revenuefrom EMEA

12.9%revenuefrom Asia-Pacific

57 countries 70 countries 42 countries 21 countries 38 countries

£673.4m£433.0m

11 years of market outperformance

10.512.4

15.6

8.4 7.5 7.79.8

8.39.0

Market, % Aegis, %

Organic revenue growth, %

4.3 4.46.4

7.9

-5.0

0.0

3.4

6.75.2 5.9

4.66.0

4.73.2

4.4

8.4 7.5 7.7 8.3

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 Q1

2008

A track record of growth

Revenue, £m

747.0

870.4

996.9

1,106.4

Pre-tax profit*, £m

93.8100.2

116.2

132.7

648.8

747.0

2003 2004 2005 2006 2007

80.5

2003 2004 2005 2006 2007

* underlying

A track record of growth

1.45

1.65

1.90

2.30

Earnings per share*, pence

5.66.1

7.0

8.2

Dividend per share, pence

1.321.45

2003 2004 2005 2006 2007

4.9

5.6

2003 2004 2005 2006 2007

* underlying

150

200

250

Multi-tasking is the norm

Mu

lti-taskin

g

%

0

50

100

0600-

0700

0700-

0800

0800-

0900

0900-

1000

1000-

1100

1100-

1200

1200-

1300

1300-

1400

1400-

1500

1500-

1600

1600-

1700

1700-

1800

1800-

1900

1900-

2000

2000-

2100

2100-

2200

2200-

2300

2300-

2400

0000-

0100

0100-

0200

0200-

0300

0300-

0400

0400-

0500

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

taskin

g

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%

29%32%

% of time% of spend

19%

8% 7%8% 9%

20%

6%

TV Internet (personal

& business)

Radio Newspapers Magazines

Source: Forrester

Digital leadership

15%

20%

26%Aegis Media revenue from Isobar

Global adspend from digital

7%

15%

8%6%

5%4%

2004 2005 2006 2007

Benefit of acquisitions

20% of revenue from emerging markets