Aegis Investor Day 2011

North America –Aegis Media & Synovate

19 May 2011

Welcome & introduction

Jerry Buhlmann

CEO

North America – Aegis Media & SynovateToday’s agenda

9.15am Welcome & introduction Jerry Buhlmann, CEO Aegis Group

9.25am Q1 2011 performance & outlook Nick Priday, CFO Aegis Group

9.30am Aegis Media US – development to date Nigel Morris, CEO Aegis Media North America

9.50am iProspect – digital performance on a global scale Rob Murray, CEO iProspect

10.10am Carat US – re-defining media Doug Ray, EVP, Managing Director, Carat US

10.30am Future opportunities in the US market Nigel Morris, CEO Aegis Media North America

10.45am Aegis Media Q&A

11.00am Break

11.20am Synovate – business highlights & strategy Robert Philpott, CEO Synovate

11.30am Synovate North America Scott Miller, CEO Synovate North America

12.15pm Synovate Q&A

12.30pm Conclusions Jerry Buhlmann, CEO Aegis Group

12.35pm Lunch

Aegis Group plc | Page 3

Aegis Group – two division strategy

Aegis Group plc | Page 4

Strategic priorities at Aegis Media

� Increase exposure to faster-growing regions

� Develop international clients and target profitable new business

� Increase digital profile and capability

� Build on leading positions in top 20 markets, especially the US

� Broaden service offering across existing and new clients

Aegis Group plc | Page 5

Re-focused strategic approach at Synovate

� Increasing traction and building momentum with key global clients

� Providing competitive differentiation through operational excellence

� Prioritising investment in key gateway markets for international research. These would include US, UK, Germany, Gt. China, India & Russia

� Expanding existing capabilities in key industrial verticals and research methodologies across all of our geographies

� Securing Synovate’s position as a leader in the custom research industry.

Aegis Group plc | Page 6

A two speed world

13.2%

3.5%3.9%

Global 5.7%

Carat ad spend forecasts for 2011

13.0%

3.5%

15.3%

3.9%

North America remains the world’s largest advertising market

North America expected to contribute around 33% of global adspend in 2011

201.2

223.4240.8

258.2276.3 286.7

267284.5

303.8

400

450

500

Ad

Sp

en

d i

n U

S$

bil

lio

n a

t cu

rre

nt

pri

ces

119.9 127.9 137.5 146.7 153.5 163.1 167.9 166.2 145.1 149.9 155.6

185.9 189.9201.2

0

50

100

150

200

250

300

350

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Ad

Sp

en

d i

n U

S$

bil

lio

n a

t cu

rre

nt

pri

ces

N.America Ad Spend ROW Ad Spend

Aegis Group plc | Page 8

North America remains the most important region in market research

24,67625,932

29,748

32,361

28,94830,598

$30,000

$35,000

Spend in

US

$ B

illio

ns

16,212 16,877

19,181

21,901

24,676

6,569 6,707 7,137 7,824 8,306 8,890 9,458 9,629 9,188 9,647

$-

$5,000

$10,000

$15,000

$20,000

$25,000

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

ROW Market Research Spend North America Market Research Spend

Spend in

US

$ B

illio

ns

Source: ESOMAR, Inside Research and internal Aegis Group plc | Page 9

Increasing exposure to North America and faster-growing regions

Aegis Group revenue breakdown: 2005 - 2010

46% 46% 46% 46% 50% 53%

80%

90%

100%

54% 54% 54% 54%50%

47%

0%

10%

20%

30%

40%

50%

60%

70%

2005 2006 2007 2008 2009 2010

Western Europe North America & Faster-growing regions

Faster-growing regions comprise Latin America, Central and Eastern Europe, Asia Pacific, the Middle East and Africa

2009 numbers reported on a constant currency basis Aegis Group plc | Page 10

2007 - 2009

Recent Aegis Media new business performance driven by North America

Geographic contribution to new business: 2007 – 2011

2010 2011

Europe Americas APAC

Aegis Group plc | Page 11

Aegis Q1 2011 performance & outlook

Nick Priday

CFO

Q1 2011 performance overview

Q1 2011 organic growth

Aegis 9.1%

Average agency peer group 6.9%

� Aegis Media: 10.1% organic growth

� Synovate: 7.3% organic growth

Aegis Group plc | Page 13

Outlook for 2011

2011 organic growth:

� Medium term visibility continues to be relatively low and macro-economic uncertainties remain

� Organic growth will be at least in line with level achieved in 2010

2011 operating profit:

� Management maintains focus on cost control to counter upward staff cost pressures

� Continue to expect underlying operating profit to improve further in 2011, compared to 2010

� 2011 market guidance to be updated at HY11 results on 25 August

Aegis Group plc | Page 14