Nomura European Media Field Trip

Jerry Buhlmann - CEO, Aegis MediaNigel Morris - CEO, Aegis Media North America9 June 2009

Agenda

� A transforming marketplace: Jerry Buhlmann� Social, mobile, transactional, sustainable: Nigel Morris� Q&A

Aegis at a glance

£823.8m£518.2m

Revenue split, 2008

Aegis at a glance

23.3%total revenue

Americas

62.3%total revenue

EMEA

14.4%total revenueAsia-Pacific

16,000+ AEGIS EMPLOYEES WORLDWIDE

62countries 70countries 43countries 21countries 38countriesRevenue split, 2008

Aegis Group plc| Page 5

Excellent track record in organic growth

4.3 4.46.4

7.9

-5.0

0.0

3.4

6.75.2 5.9

4.6

1.0

9.010.5

12.4

15.6

4.73.4

4.4

8.4 7.5 7.79.8

4.6

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Market, % Aegis, %

ORGANIC REVENUE GROWTH

Q1 2009: tough market, challenging comps

� Revenue down 11.6% organically� Difficult 2008 comparatives� Q1 traditionally the lowest volume quarter� Impact of recent new business wins yet to come

Q1 2009: over $1bn net new business

Europe Europe Global UKIreland, Turkey

China Russia

Russia

Italy Germany

New Zealand Portugal Germany, Austria,Switzerland

UK

Belgium

New business: international

� A significant global opportunity� $13.9bn pitched globally 2006 - 08� Aegis Media participated in $9.2bn� And won $4.3bn

Source: RECMA

International new business success

National business also fundamental to success

� Strong local agencies critical to global offer� Expertise and quality

� Diversification of client base

� Excellent local media owner relationships

� Internal focus on excellence in all markets

Focusing on excellence in all markets

� Drivers of success� Strong leadership

� Entrepreneurial spirit and vision

� One company structure

� Rigorous on implementation

� Tools and training

� Continually upgrading talent: development and hires

� Making the most of global network and resources

� High performance required of every market

Three phases of market development

4Phase one - Recession

4Phase two - Discontinuity

4Phase three - Convergence

Phase One - Recession

Adspend forecasts

Year on year growth, % 2008 2009 2010

USA -1.8 -9.8 -2.7Canada 2.0 -2.5 0.7

WESTERN EUROPE -2.9 -6.6 0.1UK -5.5 -7.1 2.0

Germany 0.0 -2.2 -1.1France -2.6 -5.0 0.5

Italy -1.9 -6.5 0.6Spain -12.7 -16.5 -4.0

Nordics -0.2 -5.6 -2.7Central and Eastern Europe 12.2 -8.2 -1.0

Russia 16.6 -8.6 -1.5ASIA PACIFIC 5.0 -0.8 4.3

Japan -4.2 -5.5 0.0China 18.9 4.6 7.2

Australia 4.2 -1.9 1.8Global 1.0 -5.8 0.7

Source: Carat ad spend forecasts, March 2009

Impact of recession

� Advertisers... accountability, value, innovation… for less

� Agencies… cost and quality control, new business… more energy

China - the first to recover

China will be the fastest growing market in $$$’s now – 201...

Phase Two - Discontinuity

Market development

� Market growth returns� Expectation of a discontinuity

� Focus on accountability and path to transaction

� Media and digital integration a hygiene issue

� Legacy relationships count for less…

Media

Implications for brands

� The brand as a service� The brand as a utility� The brand as content

Brand and business behaviour is becoming the key determinant of image

Creating Time…

Phase Three - Convergence

There is a Past

But there is no Future

Only a number of Possible Futures

Key Trends: Changing Business Dynamics for Consumer Facing Clients

New ModelGlobalisation Sustainability

DemandingActivist

ConsumersDigital

Technologies

A New Business World: A New Communication World

New ModelGlobalisation Sustainability

DemandingActivist

ConsumersDigital

TechnologiesInterconnectednessInterdependence

Transparency

Time and Effect Exponentially Increases

Earned Media

BoughtMedia

OwnedMedia

“The deer now have guns”

Transparency andConsumer Power

The Digital Communication and Business World -

Social, ‘Mobile’, Transactional, Sustainable

Facebook is a global phenomenon

0

50

100

150

200

1Q'07 2Q'07 3Q'07 4Q'07 1Q'08 2Q'08 3Q'08 4Q'08 1Q'09

US Intl

Source: Internal 30 Day Active User

There is not just growth–It is a violent transformation to

the internet ecosystem

and the interconnectedness is just getting started...

iProspect Study Offline Channel Influence on Online Search Behavior, August 2007

2/3 of Online Search Users Are Driven to Perform Searches as a Result of Exposure to Some Offline Channel.

Internet users were asked: "Within the last six months, which of the following prompted you to go to a search engine and look for information on a particular company, product, service or slogan? (Select all that apply).”

iProspect Study Offline Channel Influence on Online Search Behavior, August 2007

39% of Online Search Users Make a Purchase After Being Driven to Search As a Result of Exposure to Some Offline Channel.

When online search users who were driven to search from exposure to an offline channel influence were asked: "Which of the following sources (that you mentioned previously had prompted you to use an Internet search engine) eventually led you to make a purchase from that company/product/service? (Select all that apply)”

Brand Vision

Corporate Reputation

Corporate Reputation= BrandReality

Leveraged in a BOE Media World

The role of media

100% of contacts bought

Bought&Ownedcontacts are

leveragedintoearnedmedia

Create brand «ecosystems» that engage consumers and pull them into an active relationship with the brand

…it needs a different mindset

In addition to new capabilities and skillsets…

Dining RoomKitchen

Living Room

Thinking Framework…The Three Rooms

FIRSTRoom

The First Room

THIRDRoom

SECONDRoom

Brand driven

• Controlled Image• Managed Environment

• Low reach • Information rich

FIRSTRoom

The Second Room

THIRDRoom

SECONDRoom Distribution driven

Controlled ImageChoice of Environment

High ReachContent Rich

The Third Room…

FIRSTRoom

THIRDRoom

SECONDRoom

Consumer driven

No ControlImage, distribution

High FragmentationHigh potential reach

Influential

Making the Three Rooms Actionable

OwnMedia

Earned Media

BoughtMedia

OwnMedia

Enabling a new way of thinking about media

EarnedMedia

Bought Media

• Brand Content• Proprietary websites• Own Retail• Mobile sites• Merchandise• Brand Hosted Events

• Social networks• Blogs• User Generated

Content• SEO• ePR• Influencer

Marketing• Viral

• Television Advertising

• OOH• Experiential• Sponsored

Events• Paid Search• Portals• Online

advertising• SMS

SECOND Room

THIRD Room

FIRSTRoom

Data

Bringing it all together…

Our brief: help develop Coca-Cola’s global sustainability strategy

The result: A global strategic framework for engaging stakeholders with Coca-Cola’s Live Positively vision

A toolkit to enable local enterprises to execute this vision across all levels of the organisation

The ultimate goal is to place sustainability at the core of the Coca-Cola brand and communications strategy

The Digital Communication and Business World -

Social, ‘Mobile’, Transactional, Sustainable

Summary

Summary

� Three phase future…� Discontinuity as recession ends…� New world communication model� Strong competitive performance� One company approach� Structured for the future

Q&A