Rentokil Initial Investor Day Presentation Deck slide image

Rentokil Initial Investor Day Presentation Deck

Opportunity exists across the full range of customer sectors Manufacturing Education Hygiene reduces absenteeism Staff shortages from isolating employees mean hygiene measures critical to lowering risk of cross contamination Risk hotspots include canteens and washroom facilities Holistic hygiene measures vital including air, hand and surface Strict hygiene becomes the norm • Education regarded as a critical hygiene risk area • Pupils could be washing their hands up to 8x a day New budgets being created for hygiene • Increasingly CO2 monitors mandated On site testing as standard Rentokil Initial Logistics & Warehousing Home economy booms ● ● $15.5tn industry by 2023 (CAGR 7.5%) Retail is the 2nd largest contributor for logistics growth In 2020 Amazon alone expanded square footage by +50% Growth in "on demand warehousing" for retailers Retail / Food Retail • Nursing homes particularly vulnerable • Medical standard requirements Health and safety a new priority • 63% of consumers think retailers should actively promote healthy practices and will go elsewhere if not reassured Customers pay more for brands that are aligned with their values ● Primary Healthcare & Social Care Transport Hubs Hygiene critical for safety Hand hygiene paramount for all visitors, staff & contractors PPE requirements including sanitisers, masks, gloves & face masks Healthy, safe and local become key; touchless automation wins Passenger reassurance is key Transport demand now increasing week-by-week in the most vaccinated markets • Ongoing access to hygiene measures throughout each location / vehicle will help restore public confidence in passenger safety Hospitality & Leisure Safety protocols include virus free Generation clean demands strict hygiene standards as norm 60% of guests research hygiene measures before booking Digitalisation is key: e.g. virtual check-in, digital feedback, etc. Potential for guests to pay extra for deeper in-room air sterilisation Offices / Administrative Keeping colleagues safe Offices become multi-use • Refurbishments focus on creating healthy buildings Execs align return rate with vaccination deployment Increased ongoing demand for hygiene provision Differing needs per customer, but range of post-crisis recovery demands creating growth
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