Groupe Bruxelles Lambert SA · EURONEXT:GBLB
Groupe Bruxelles Lambert SA — Investor Day (2021)
33 slides from Groupe Bruxelles Lambert SA's investor day presentation, 2021
Slide 1: Delivering meaningful growth
Delivering meaningful growth 61
Slide 2: Private Assets
Private Assets 62
Slide 3: Private Assets
Private Assets 6. Webhelp 7. Canyon 8. Voodoo 63
Slide 4: Olivier Duha, Founder & CEO of Webhelp
Private Assets Olivier DUHA Founder & CEO of Webhelp 64
Slide 5: Game-changing customer journey
Game-changing customer journey We are your global partners that designs, delivers and optimizes unforgettable human experiences for digital world 65
Slide 6: Webhelp has three Distinctive Capabilities to Offer CX End-to-End
6. Webhelp Webhelp has three Distinctive Capabilities to Offer CX End-to- CREATE BUILD OPERATE Solution Designer Technology Enabler Service Provider Global consulting business IT services and integration Leading provider of outsourced helping clients design and solve capabilities implementing state
Slide 7: Webhelp Specialist Sourcing
6. Webhelp Healthcare 4 1 Services Specialist Customer Sourcing Engagement Helpdesk & Commercial Services Specialist Support Assistance Services designed Enterprise Sales Skilled advisory services to address a specific Sales to manage omnichannel client business area support and problem resolution f
Slide 8: What Have We Achieved? From a Local Pioneer to a Global CX Expert
6. Webhelp What Have We Achieved? - From a Local Pioneer to a Global CX Expert Unique best-shoring Founded in 2000 End-to-end partner Active M&A strategy: Strong organic growth: Founder-led management approach, double-digit growth across all B2C and B2B combing onshore,nearshore, 23 acquisitions tea
Slide 9: Our Market
6. Webhelp Our Market The CRM-BPO Market is Large, Growing and Underpenetrated Large, Growing... Underpenetrated Market • Need for greater capacity and flexibility to launch products Other 3.0% CAGR Scalability and services allowing for seasonality/crisis management Healthcare 3.7% CAGR Media • Bene
Slide 10: The Year 2020 and Covid-19
6. Webhelp The Year 2020 and Covid-19 have Led to an Accelerated Digitalization of Our Societies which has a Significant Impact for the Better Positioned Players in the Customer Engagement Industry CE is a remote service The E-Commerce boom Companies are The level of outsourcing has accelerated the
Slide 11: Webhelp Everest Group assessment and 2021E plan vs. forecast
6. Webhelp Webhelp Everest Group Customer Experience Management (CXM) 2021E Plan vs. Forecast in EMEA Services PEAK MatrixTM Assessment 2020 High +15% Low Vision & capability High Initial Plan (2019) Latest Reforecast (2021) (Measures ability to deliver services successfully) Leaders Major Contender
Slide 12: Who Do We Serve?
6. Webhelp Who Do We Serve? Premium Clients with a Focus on Profitable Segments of Growth Established and Resilient Digital Transformed Digital Native Companies Clients (c.40%) Industries (c.35%) (c.25%) Market dynamics • Market players in large scale markets • Large market players looking to digita
Slide 13: What Makes Webhelp Different?
6. Webhelp What Makes Webhelp Different? Solid Track Record of Unique Best Unequalled Tech & Proven Ability to Create Upselling/Cross-selling Shoring Footprint Consulting Capabilities Value Through M&A With Large Clients • Best shoring • Consultant-led • Consistently • Successful approach combing ap
Slide 14: Our culture & people
6. Webhelp We are a We put our We are We strive 1 people-first client at the passionate to enjoy company heart game-changers every day Everything Colleague Voice Recognition Communities WebHealth we do is brought to life through our culture & people engagement initiatives 74
Slide 15: Key Credit Highlights - Summary
6. Webhelp Key Credit Highlights - Summary 1 Best-in-class operating model and technology services 2 Leading market position with unique best-shoring positioning Strong founder-led management team, 3 highly invested in the company 4 CRM-BPO is large, growing, diversified, underpenetrated and support
Slide 16: Roman Arnold, Founder & Chairman of Canyon
Private Assets Roman ARNOLD Founder & Chairman of Canyon (video) 76
Slide 17: Delivering meaningful growth
Delivering meaningful growth 77
Slide 18: Alex Yazdi, Founder & CEO of Voodoo
Private Assets Alex YAZDI Founder & CEO of Voodoo 78
Slide 19: 8.a. Background
Private Assets 8.a. Background 79
Slide 20: Voodoo in a nutshell
8.a. Background Voodoo in a nutshell #1 Publisher 5 Billion Downloads 200+ Games live 80
Slide 21: Voodoo Timeline
8.a. Background Voodoo Timeline 2013 2014 2015 2016 2017 2018 2019 2020 2021 Company Fund raise Paper.io Scale Casual Creation with BAs Gaming Quiz Run Publishing Helix Jump 81
Slide 22: 8.b. Activities
Private Assets 8.b. Activities 82
Slide 23: Our value chain for Hyper-casual games
8.b. Activities Our value chain for Hyper-casual games Game Lifecycle PUBLISHING GROWTH GAME OPS Identify Launch Optimize Coach Scale Test Test Monetize Factorize Iterate 83
Slide 24: Going casual: first success with Bubble Buster 2048
8.b. Activities Going casual st 1 success with Bubble Buster 2048 Launched in 4.2M >$3M July, 2021 downloads revenues so far to date, >$8M expected before end 2021 84
Slide 25: Blitz - Real Money Gaming
8.b. Activities Blitz Real Money Gaming Leveraging our unique Assets • Catalog of 200+ casual games • Network of 350 Studios Take advantage of the booming market of mobile gaming 85
Slide 26: Wizz - Social network for Teens
8.b. Activities Wizz Social network for Teens 2.8M TOP 10 150k downloads social DAU networking apps in the U.S. 86
Slide 27: 8.c. Vision & Strategy
Private Assets 8.c. Vision & Strategy 87
Slide 28: Long-term vision
8.c. Vision & Strategy Long-term vision Sell Ads HC games Casual games Consumer apps Cross Promote Store User Cross-Apps Data Acquire Users 88
Slide 29: Synergies with acquisitions
8.c. Vision & Strategy Synergies with acquisitions Cross promotion Product Ambitious User Acquisition Ad Monetization between apps learnings culture & goals Hyper-casual studios Casual studios Consumer apps 89
Slide 30: 8.d. Partnership with GBL
Private Assets 8.d. Partnership with GBL 90
Slide 31: A long-term partnership
8.d. Partnership with GBL A long-term partnership Agility Long-term Support on M&A investors transactions 91
Slide 32: Disclaimer
Disclaimer This presentation has been prepared by Groupe Bruxelles All statements in this presentation, other than statements of historical facts, are forward-looking information purposes. This presentation is incomplete without reference to, and should be statements. These statements are based on t
Slide 33: Delivering meaningful growth
Delivering meaningful growth 93