28 January 2015 - Experian, the global information services company, will host a seminar for analysts and institutional investors today in London.
During our half-yearly results in November, we discussed our objective to deliver attractive rates of earnings growth and superior returns through five key strategic priorities:
In today’s seminar we will elaborate on these strategic themes, with presentations from the Experian management team. We will discuss growth opportunities across Credit Services, our fraud prevention and identity verification operations and in software and analytics, as well as across our healthcare operations in North America. We will discuss the plans we have in place to drive performance improvements in North America Consumer Services, in Marketing Services and in Brazil, and we will also elaborate on the outcome of a review of the Group’s capital allocation framework.
The agenda for today’s sessions is included in the appendix below.
Result of capital framework review
As discussed in November 2014, we have reviewed our capital allocation framework as part of our strategic priority to rigorously optimise capital. The conclusions and outcomes of this review are detailed below. This comprehensive review encompassed our risk and capital returns framework, our balance sheet structure, and the scope and mechanism for future shareholder returns.
Our key conclusions are that:
As a consequence of the review, we intend to adopt the following approach:
With this strategic and capital framework our aspiration will be to deliver annual average growth in organic revenue in the mid-single digit range. With the application of our cash flows into organic investment opportunities, acquisitions and returns of excess capital to shareholders, we have the potential for strong growth in earnings per share.
With this framework the management team and Board of Experian believe we will create significant shareholder value.
No new information on current trading will be disclosed in the investor presentation. Guidance for FY15, as communicated at the Q3 trading update on 15 January 2015, remains unchanged.
Agenda for Experian investor seminar, 28 January 2015.
In sharp focus: the future of information
|12.00||Lunch & product demonstrations|
|13.00||Strategic overview||Brian Cassin|
|Credit Services: leveraging our strength and leadership in data and innovation||Chris Clark|
|Experian Health||Jennifer Schulz|
|Decision Analytics: fraud prevention and identity verification||Joy Griffiths|
|Decision Analytics: software and the future of information||Steve Platt|
|Break & product demonstrations|
|15.30||North America Consumer Services: investing in growth||Ty Taylor|
|Marketing Services: three priority areas||Kerry Williams|
|Brazil: transforming our business||Jose Luiz Rossi and Steve Wagner|
|Capital framework||Lloyd Pitchford|
|17.30||Drinks & product demonstrations|
Nadia Ridout-Jamieson Director of Investor Relations +44 (0)20 3042 4215
James Russell Director of Corporate Communications
Rollo Head +44 (0)20 7251 3801
We are the leading global information services company, providing data and analytical tools to our clients around the world. We help businesses to manage credit risk, prevent fraud, target marketing offers and automate decision making. We also help people to check their credit report and credit score, and protect against identity theft. In 2014, we were named by Forbes magazine as one of the ‘World’s Most Innovative Companies’.
We employ approximately 16,000 people in 39 countries and our corporate headquarters are in Dublin, Ireland, with operational headquarters in Nottingham, UK; California, US; and São Paulo, Brazil.
Experian plc is listed on the London Stock Exchange (EXPN) and is a constituent of the FTSE 100 index. Total revenue for the year ended March 31, 2014, was US$4.8 billion.