Experian Investor Presentation Deck slide image

Experian Investor Presentation Deck

Delivering strong growth: accelerating B2B and step-change in Consumer Services ● • Benchmark EBIT margin +60 basis points up at constant rates ● ● Financial highlights Total revenue +17% at actual rates, +17% at constant FX and +12% organically² ● Benchmark earnings per share +21% at constant and actual rates Cash flow conversion of 109%; Net debt/Benchmark EBITDA 1.9x Second interim dividend raised by 10% • US$175m net share repurchase Q1 FY23: Total revenue +7% at actual rates, +9% at constant FX and +7% organically 13 O Experian Public • Volume growth driven by rebound and alternative data assets ● B2B¹ +9%² ● Broadening Ascend and deploying cloud-enabled platforms Successful expansion into new client segments, e.g. BNPL Executing verifications entry strategy and expanding in priority verticals Accelerating positive data adoption in Brazil • Q1 FY23: +6% organic. revenue growth Consumer +22%² • Free membership growth, up 24m to 134m (139m Q1 FY23) • Enriching premium offers to enhance engagement • Significant credit marketplace growth ● Progressing our entry into insurance marketplace • Q1 FY23: +13% organic revenue growth 1 Business-to-Business. 2 Organic revenue growth for the year ended 31 March 2022. BNPL: Buy Now Pay Later. BPS: Basis Points. experian. Geographic • Double-digit organic revenue growth across our three large geographies, plus selective M&A ● UK and Ireland transformation programme on track, 550 bps margin accretion Taking next step to enhance performance in EMEA/Asia Pacific, 600 bps margin. accretion
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