Imperial Brands PLC · LSE:IMB
Imperial Brands — Shareholder Meeting (February 2022)
15 slides from Imperial Brands's shareholder meeting presentation, Feb 2, 2022
Slide 1: Annual General Meeting 2022
ANNUAL GENERAL MEETING 2022 1|
Slide 2: Thérèse Esperdy, Chair
THÉRÈSE ESPERDY CHAIR 2 | Annual General Meeting | 2 February 2022
Slide 3: The Board
The Board Thérèse Esperdy Stefan Bomhard Lukas Paravicini Sue Clark Diane de Saint Victor Ngozi Edozien Chair Chief Executive Officer Chief Financial Officer Senior Independent Non-Executive Director Non-Executive Director Non-Executive Director and Remuneration Committee Chair Alan Johnson Bob Kunz
Slide 4: Board Engagement
Board Engagement 4 | Annual General Meeting | 2 February 2022
Slide 5: Thérèse Esperdy, Chair
THÉRÈSE ESPERDY CHAIR 5 | Annual General Meeting | 2 February 2022
Slide 6: Stefan Bomhard, Chief Executive Officer
STEFAN BOMHARD CHIEF EXECUTIVE OFFICER 6 | Annual General Meeting | 2 February 2022
Slide 7: 2021 Highlights
2021 Highlights OUR TRANSFORMATION TO DELIVER OUR FULL POTENTIAL WIDER PORTFOLIO Greater focus delivering stronger performance PRIORITY MARKETS NGP Targeted investments to Targeted trials launched in stabilise market share line with plans CONSUMER NEW WAYS OF WORKING New consumer office providing Si
Slide 8: Strengthened Leadership Team
Strengthened Leadership Team EXPERIENCED TEAM COMMITTED TO DELIVERING STRATEGY Stefan Bomhard Lukas Paravicini Joerg Biebernick Kim Reed Paola Pocci Chief Executive Officer Chief Financial Officer President, President and CEO, President, Africa, Asia & Appointed: July 2020 Appointed: May 2021 Europe
Slide 9: Improving Share Trajectory in Priority Markets
Improving Share Trajectory in Priority Markets SHARPER FOCUS BEGINS TO ARREST LONG-TERM SHARE DECLINES PRIORITY MARKET AVERAGE SHARE PERFORMANCE* 12 month share Δ FY16 FY17 FY18 FY19 FY20 FY21 (2)bps +20 bps -50 bps +15bps (15)bps +20 bps (17)bps (22)bps +10 bps (25)bps (66)bps -120 bps * MAT weight
Slide 10: Successful Year of Delivery
Successful Year of Delivery A RESILIENT TOBACCO PERFORMANCE AND STRONG CASH FLOW TOBACCO NET REVENUE* TOBACCO & NGP AOP* ADJUSTED EPS* +1.5% +4.3% +2.8% FREE CASH FLOW NET DEBT TO EBITDA RETURN ON INVESTED CAPITAL £1.5bn -0.5x +130bps to 2.2x (includes 0.1x FX benefit) to 16.5% 10 | Annual General M
Slide 11: A Clear Five-Year Plan With Two Phases
A Clear Five-Year Plan With Two Phases GOOD PROGRESS IMPLEMENTING PHASE ONE OF OUR STRATEGY FY21 TO FY22 FY23 TO FY25 Phase One – Strengthening Phase Two – Improving Returns • Increased investment in operational growth • Investment and operational drivers improvements enhance financial delivery Stra
Slide 12: New Purpose and Vision
New Purpose and Vision CREATING A COMMON HIGH-PERFORMANCE CULTURE FOR IMPERIAL BRANDS OUR PURPOSE “Forging a path to a healthier future for moments of relaxation and pleasure” OUR VISION “To build a strong challenger business powered by responsibility, focus and choice” 12 | Annual General Meeting |
Slide 13: ESG: Foundations for a Responsible Business
ESG: Foundations for a Responsible Business OUR PURPOSE AND VISION DEFINE OUR ESG PRIORITIES Consumer health Climate & 21 22 ESG PRIORITIES PROGRESS PRIORITIES energy • Launched NGP heated tobacco and • Conclude refresh of ESG strategy Human vapour trials and priorities rights • Commitment to net ze
Slide 14: 2022 Will Enhance Our Investment Case
2022 Will Enhance Our Investment Case CLEAR ACTIONS TO IMPROVE PERFORMANCE AND RETURNS FY22 PRIORITIES INVESTMENT CASE Increased investment in priority Revitalised tobacco business driving strong cash markets returns A disciplined NGP business providing options for NGP targeted trials potential harm
Slide 15: Annual General Meeting 2022
ANNUAL GENERAL MEETING 2022 15 |
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