Kingfisher Plc · LSE:KGF
Kingfisher — Non-Deal Roadshow (2010)
42 slides from Kingfisher's roadshow presentation, 2010
Slide 1: Kingfisher
KINGPSHER
Slide 2: Ian Cheshire, CEO
KINGPSHER lan Cheshire CEO
Slide 3: Welcome
Welcome
Slide 4: Our market, Kingfisher, Untapped potential
Our market Kingfisher Untapped potential New approach is working Life after 2012
Slide 5: Long-term demand
Our market aeeeeseat Koniec z szarzyzna, czas na praktyczna rewolucje. “Takich tazienek sa. Polsce milony. Na wiskich, szarych blokowiskach, Long-term demand
Slide 6: Common products
Our market Common products
Slide 7: Scale advantage
Our market Scale advantage
Slide 8: Defensible market
Our market Defensible market
Slide 9: Kingfisher
Kingfisher
Slide 10: Number outside the USA
Kingfisher Number 1 outside the USA
Slide 11: 0.5 billion homes
Kingfisher 0.5 billion homes Kingfisher’s 8 markets
Slide 12: $150 billion addressable market
Kingfisher $150 billion Addressable market in Kingfisher’s 8 countries
Slide 13: Market leadership in 5 countries
Kingfisher Market leadership in 5 countries
Slide 14: $15 billion sales
Kingfisher $15 billion sales Developing markets 20% UK & Ireland 40% France 40% Year to January 2010
Slide 15: $4.5bn freehold
Kingfisher $4.5bn freehold
Slide 16: Deep talent pool
Kingfisher Deep talent pool
Slide 17: Untapped potential
Untapped potential
Slide 18: Too decentralised
Untapped potential Too decentralised
Slide 19: 10 years of multiple M&A
Untapped potential 10 years of multiple M&A
Slide 20: 2008: change
New approach 2008: change
Slide 21: New approach
New approach
Slide 22: EPS target to January 2012
New approach EPS c2 Target: 4 years to January 2012
Slide 23: Cash is king
New approach Cash is king
Slide 24: 7 steps
New approach 7 steps
Slide 25: New approach is working
New approach is working
Slide 26: EPS up 45%
New approach is working EPS 45% Year to January 2010
Slide 27: ROC up 250 bps
New approach is working ROC 250 bps Year to January 2010
Slide 28: Debt down by £1.3 billion
New approach is working Debt by £1.3 billion From Jan 2008 to Jan 2010
Slide 29: Dividends
New approach is working Dividends
Slide 30: New approach is working
New approach is working 276 205 57.5% 175 * ) 75 25 + T T T T T T T T T T 1 Jan-08 Mar-08 Jun-08 Sep-08 Dec-08 Mar-09 Jun-09 Sep-09 Dec-09 Mar-10 Jun-10 Sep-10 Kingfisher FTSE 100 FTSE All Share General Retailers
Slide 31: Life after 2012
Life after 2012
Slide 32: Big ambition
Life after 2012 Big ambition
Slide 33: World's leading, local home improvement retailer
Life after 2012 World’s leading, local home improvement retailer
Slide 34: Making it easier
Life after 2012 Making it easier
Slide 35: Accelerated innovation
Life after 2012 Accelerated innovation
Slide 36: Great value
Life after 2012 ae ame) Great value
Slide 37: Exclusive brands
Life after 2012 Exclusive brands
Slide 38: Growing shareholder value
Life after 2012 Profitable Higher growth returns Growing shareholder value
Slide 39: Our market, Kingfisher, Untapped potential
Our market Kingfisher Untapped potential New approach is working Life after 2012
Slide 40: » ie ae
» ie ae
Slide 41: Thank you
Thank you
Slide 42: Kingfisher
KINGPSHER