DMGTINVESTOR BRIEFING9 SEPTEMBER 2015SURESH KAVAN, CEO DMG B2B

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dmg::b2b

• Attractive, “long cycle” sectors

• Global opportunities

• Strong, entrepreneurial management

• Excellent positions in each of our markets

• Very high renewal rates

• Attractive financial characteristics

$1,100mREVENUES (2014)

$233mPROFITS (2014)

exhibiting long term growth

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DMG EVENTS AT-A-GLANCE

44%

37%

5%

14%

Revenue

EnergyConstruction & InteriorsHotel & HospitalityDigital Marketing

FY15e, adjusted to include 2014 Gastech

• Four market sectors:

• Energy, Oil & Gas

• Construction, Coating & Interiors

• Hotel & Hospitality

• Digital Marketing

• Attractive geographies

• Strong operating margins

• Top 6 events represent

62% of revenues

54%39%

5%

2%Profits

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DMG EVENTS – STRONG PERFORMANCE

1 2

3 4

15% paREVENUE

19% paPROFIT

2010-

2015Eaverage underlying

annual growth

• Oil related headwinds in 2016:

• Most Canadian Shows

• Modest impact to ADIPEC, Gastech

$165mREVENUES*

$44mPROFIT*

2014

• No Gastech in 2015

• Strong underlying 2015E

* Reported figures

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01

02

03

TALENT

FOCUS ON ORGANIC GROWTH

• HIGH LAUNCH RATE - FY15 SUCCESSES INCLUDE MIDDLE EAST STONE AND COVERING

• GEO-CLONES SUCH AS BIG 5 – SAUDI, INDIA, KUWAIT, INDONESIA

• INCREASED FREQUENCIES OF MAJOR EVENTS – ADIPEC, GASTECH, GPS

ACTIVE PORTFOLIO MANAGEMENT

• PAST 5 YEARS OVER $250M+ OF DISPOSALS INCLUDING GLM AND EVANTA

• FAIL FAST STRATEGY CLOSING POOR PERFORMERS SUCH AS MEDEXPO AND LIFE & STYLE

• FOCUSED ACQUISITIONS/INVESTMENTS SUCH AS GULF GLASS & SOL, QUARTZ COATINGS, TULSA PIPELINE & ENERGY

DMG EVENTS - PLAYBOOK

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Arabian Gulf

Canada

India, China,

Asia Pacific

Africa

Europe, Russia & CIS

USA

Latin America

Australasia

Preferred sectorsExisting• Energy• Construction & Interiors• Hotel & HospitalityFuture• Medical & Health• Food, Agriculture, Water• Manufacturing & Machinery• Freight & Cargo

Build on leadership position

Continue to build position

Low growth priority

DMG EVENTS – FOCUS ON EMERGING MARKETS

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DMG EVENTS – SUMMARY

• Long cycle• Multi-domestic & global

Attractive Sectors

• Class leading shows in all of our sectors• Attractive geographic footprint

Quality Products

• Outstanding track record of execution and performanceStrong, Experienced

Team

investment in innovation to drive growth

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DMGI OVERVIEW

• A global, market-leading provider of business-to-business (B2B) information in attractive sectors: property, commodities & energy and education

• Important characteristics of portfolio companies:

• Deep vertical domain knowledge & focus

• Create “must have” content that is essential to customers

• Methods for creating data are highly proprietary and difficult to replicate

• Entrepreneurial management (present or added)

• Workflow solutions with analytics tied to the data

• Strong financial characteristics (high growth, recurring revenue, good margin potential)

• Management philosophy:

• Long-term orientation, b2b “playbook” and sharing of “signature processes”

• A focus on customer-centric innovation

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DMGI PORTFOLIO

COMMODITIES &

ENERGY

PROPERTYEDUCATION

• Very large, global (multi-domestic) addressable markets giving a huge runway for growth• Significant intellectual property “moats” providing long term differentiation/protection• #1 or #2 in all our markets• Strong retention rates

MINORITY INVESTMENTS

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diversified by geographyand sector

attractive sector footprintsubscription based with strong renewal rates (>90%)

DMGI AT-A-GLANCE

52%

37% 7%

3%1%

USA UK Europe Australia ROW

Revenue by

Geography

38%

52%

3%

7%

Subscription Quasi-Subscription

Project Advertising

Revenue by

Type23%

11%

42%

24%

Education Energy

Property—Europe Property—US

Revenue by

Sector

FY15e

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DMGI PERFORMANCE

excludes disposals, reported at constant exchange rates

326383

441

625625

6776

91

113

40

60

80

100

120

140

160

180

0

100

200

300

400

500

600

700

800

2011 2012 2013 2014 2015 (E)

Reported Revenue and Profits

($ Millions)

Revenue Profit

10% paREVENUE

15% paPROFIT

2010-

2015Eaverage underlying

annual growth

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DMGI CLEAR STRATEGY FOR LONG-TERM GROWTH

• IDENTIFY ATTRACTIVE LONG CYCLE SECTORS

• ACQUIRE YOUNGER, GROWTH-ORIENTED BUSINESSES

• ACCELERATE GROWTH & MATURITY

• Talent

• Data, Products and Platforms

• Channels

• INVEST ORGANICALLY

• SUPPORT WITH BOLT-ONS

• INTERNATIONAL EXPANSION

• ACTIVE PORTFOLIO MANAGEMENT

our target – sustainable double digit revenue growth

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DMGI DEVELOPING COMPANIES TO DRIVE GROWTHLo

wH

igh

Early-stage Established

Re

ve

nu

e G

row

th

Business Maturity

ACQUIRE

DEVELOP

EXIT

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DMGI DEVELOPING COMPANIES TO DRIVE GROWTHLo

wH

igh

Early-stage Established

Re

ve

nu

e G

row

th

Business Maturity

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DMGI INVESTMENT STRATEGIES

• Sales force optimisation

• Segmented pricing

• Platform scale

• Path to margin growth

• Evident “customer” permission

• Leverage of existing capabilities

• Path to scale and margin

• Dedicated product management & expertise

• Clear strategy for long-term differentiation

• Bias towards M&A

ACCELERATEAccelerating an existing product or service

ADJACENT ENTRYAdditional investment to enter a new adjacency

NEW PRODUCT LINESAccelerating strategy execution, entering a new sub-segment

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DMGI INVESTMENT STRATEGIES

• Nat Gas @ Genscape

• Oil @ Genscape

• Curriculum @ Hobsons

• Geographic expansion @ Xceligent

• Buildout of team @ SiteCompli

• Workflow @ Landmark

• LORA Platform @ on-geo

• Biofuels @ Genscape

• Petrochem @ Genscape

• Retention @ Hobsons

• Insurance @ Landmark

• TreppPort @ Trepp

• Utilities @ Landmark Solutions

• Maritime @ Genscape

• Online Program Management @ Hobsons

• Test Prep @ Hobsons

• OchreSoft @ dmgi:l&p

• Quote engine @ SearchFlow

ACCELERATEAccelerating an existing product or service

ADJACENT ENTRYAdditional investment to enter a new adjacency

NEW PRODUCT LINESAccelerating strategy execution, entering a new sub-segment

customer-centric innovation

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DMGI INTERNATIONAL FOUNDATIONS ARE BUILDING

2013 – SETTING THE STAGE

• ESTABLISHED HQ IN SINGAPORE

• STRONG HOBSONS BUSINESS IN

AUSTRALIA

2015 – EXECUTING IN THE MARKET

• CONSOLIDATED OPERATIONS IN

SINGAPORE & INDIA

• 36 staff in Singapore

• DMGI, DMGE, Genscape

• 35 staff in India

• DMGI, DMGE, Hobsons, Trepp, ARC

• MULTIPLE INVESTMENTS

• Agriculture: ARC (Singapore)

• Education: iProf (India)

• C&E: Skymet (India)

• Property: 3 investments in India & China

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• EXCELLENT LONG TERM SECTORS

• cyclical sensitivity not structurally challenged

• ENTREPRENURIAL CULTURE & STRONG MANAGEMENT TEAMS

• we attract and retain exceptional talent

• agile, innovation-focused culture

• A WILLINGNESS TO INVEST FOR THE LONG TERM

• profit growth is important, revenue growth – more so

• INTERNATIONAL IS A LONG GAME

• seeds being planted

• GOOD M&A CAPACITY – BUT DISCIPLINED

• an aversion to over-paying for yesterday’s success

DMGI KEY TAKEAWAYS