Kering Investor Presentation Deck slide image

Kering Investor Presentation Deck

Luxury Non-Luxury PPR acquires 42% in Gucci Acquisitions of YSL & Boucheron Sport & Lifestyle 36% TRANSFORMATION TIMELINE OVERVIEW Acquisition of Bottega Veneta 1999 2001 2007 Acquisition of Puma FY12 Revenue & Rec. op. margin: €9.7bn 18.4% 2011 2012 2013 2014 2015 2018 2019 1 Divested Conforama 1 Divested La Redoute T Distribution of Puma shares KERING HAS BECOME A PURE LUXURY PLAYER PPR becomes Kering Acquisitions of Qeelin & Pomellato Acquisition of Brioni Investor Presentation - November 2023 Listing of FNAC retail unit Launch of Kering Eyewear 64% Luxury Kering has become a pure Luxury player REVENUE BREAKDOWN AND MARGIN EXPANSION Divested Volcom Acquisition of Lindberg Kering 6% Eyewear & Corp. Launch of Kering Beauté, acquisitions of Creed, and 30% stake in Valentino Acquisition of Maui Jim 2021 2022 2023 FY22 Revenue & Rec. op. margin: €20.4bn 27.5% Luxury 100% 94% Houses CREATING AND SHARING VALUE FOR THE LONG TERM Over the past years, Kering has transformed from a diversified conglomerate into a pure Luxury player, with a well-balanced geographical exposure, which has translated into superior growth and margin expansion Market Capitalization tripled in 10 years: from €17.8bn in YE12 to €59.0bn in YE22 Kering Dividend Per Share (DPS) has increased by a 16% CAGR since 2013 Shareholder return: (i) a sustainable dividend growth and stable payout ratio of c. 50% of net income* and available cash flow, as well as (ii) incremental share repurchase programs * Group share, excluding non-recurring items A WELL-BALANCED GEOGRAPHICAL EXPOSURE ROW 7% Asia Pacific 33% Japan 6% FY22 revenue: €20.4bn Western Europe 27% North America 27% 6
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