Capital Markets Day - Berlin, December 9, 2011 Ralph Büchi, President Axel Springer International
International revenue share has grown rapidly since 2009 2006 2007 2008 2009 2010 9M/2011 Takeover of Swiss Jean Frey AG and Ringier s Swiss TV program guides Takeover of Russian G+J portfolio 1) 33% 16% 1) 1) International revenues in percent of total revenues 2
The corporate goal of 50% digital revenues has almost been reached on an international level International revenues (in m) 812.3 757.8 537.2 586.8 547.6 383.2 42.5% 47.3% 11.7% 19.5% 29.4% 2006 2007 2008 2009 2010 9M/2011 International revenues Digital international revenues (estimate for 2007) 3
Focus on three geographical pillars CEE Western Europe BRIC France Switzerland UK Spain Brazil Russia India Czech Republic Slovakia Poland Serbia No. 1 mass market newspaper in all JV countries Hungary Leading publishing house in all JV countries F: largest women portal; largest real estate portal; leading car magazine; 2 nd largest car classified portal CH: market leading in the segments of business, general interest and TV magazines UK: leading affiliate network E: weekly car and computer magazines RU: activities since 2003 with business, computer and general interest magazines IN: AUTO BILD since 2008; 2010: Investment in biggest car classified portal CarWale BR: affiliate marketing since 2011 4
Major developments in the past twelve months CEE Post merger integration Expansion of core activities Portfolio optimization Western Europe Substantial growth through major digital acquisitions France: UK: BRIC First steps into new markets India: Brazil: Netherlands: 5
CEE Ringier and Axel Springer successfully joined forces in eastern Europe Post merger integration Exchange of experiences / best practices between the JV-countries, Germany and Switzerland Benchmarking of mass market newspapers and magazine portfolio evaluation Organizational restructuring Roll-out of premium content activities Expansion of core activities International sales deals Integration of newsroom concept Online initiative for mass market titles Portfolio optimization 6
CEE The homogenous portfolio of mass market brands in CEE offers new opportunities Poland Serbia Slovakia Czech Republic Ringier Axel Springer brands Readership (in m) UVs (in m) 3.9 1.0 1.0 1.4 1.6 0.7 1.1 1.2 Notebook Rodzinny (DELL) as first international family product Show case Media: FAKT; fakt.pl; Newsweek; newsweek.pl; komputerswiat.pl Period: 4 weeks in April 2011 170 points of sale 1) Source: comscore 9M/2011 7
Western Europe Digital roll out along core competencies results in market leading position in France International brands High reach Content 39% Classifieds Other French websites Marketing Axel Springer reaches more than 16m unique visitors in France 1) Source: Mediametrie//NetRatings September 2011; without overlaps 8
Western Europe SeLoger.com the leading real estate classified portal in France Investment story SeLoger.com 04/2011: PTO and squeeze-out successfully completed 06/2011: first international acquisition with 9.4% interest in iproperty 11/2011: SeLoger increases its stake in iproperty to 16.1% Source: comscore 9M/2011 9
Western Europe AutoReflex enhances our investment in the French car segment Key Facts AutoReflex.com 09/2011: Mondadori and Axel Springer (EMAS) acquire an 83% equity interest in automotive classified portal AutoReflex.com Enhancing EMAS automotive magazine portfolio Significant potential for synergies with print magazines KPIs: o No. 2 car portal in France o o Listings: more than 120k; mainly from car dealers (B2C) Traffic: 1.2m unique visitors Source: comscore 9M/2011 10
Western Europe aufeminin.com clear market leader and accelerated international expansion Development of aufeminin s revenues (in m) 19.9 7.8 +27% 27.6 11.6 32.0 15.4 International presence One brand across 11 countries with 40m unique visitors August 2011: acquisition of 100 percent of Netmums.com, a leading British parental website Netmums acquisition pushes aufeminin.com to market leadership in UK 12.0 16.1 16.6 9M/2009 9M/2010 Revenues International 9M/2011 Revenues France 11
BRIC First steps into new markets Brazil Russia India Content Classifieds 000 Marketing 12
BRIC India to become the world s third largest car market in 2015 World car markets 2015 JV with ITG and launch of AUTO BILD Acquisition of controlling stake of market leader CarWale Market Passenger car sales position 2015 vs. 2010 #1 China +40% #2 USA +30% #3 India +46% 2008 2010 2011 2015 Building strong local partnership with UVs: Sources: Traffic: Google Analytics, 10/2010-10/2011; Car Markets: CAR-Center Automotive Research, December 2010 13
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