Rentokil Initial Investor Day Presentation Deck
Cash Compounding Subscription Model
Hygiene & Wellbeing
Industry-
leading ESG
Highly fragmented
market - significant
M&A roll up opportunity
Highly cash generative
Density experts - post code
and hygiene product density
plus shared overhead (IT,
buildings, infrastructure etc)
Rentokil
Initial
Capital allocation model and returns
$$$
Dividend
M&A
Cash
ESG
Shareholder
value
Profit
growth
mm
Anmmnn
Impact
on society
Low-cost
model
Employer
of choice
Density
People
Operational
Model
Profit and margins
Health and
safety
Innovation
and digital
Price
Great
service
Customer
retention
Organic
revenue
growth
New
business
Customers
Additional
services to
customer
ele
Growth
Strong EOC programme
and retention levels.
c.90% portfolio / subscription
business with high levels of
customer Retention.
Best products.
Necessary service - public health
safety / more regulations and need for
digital reporting (food etc).
Shared technology and digital
innovation expertise with Pest
Control - important for
organic growth.
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