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WS Atkins plcGrowth through differentiation
Capital markets day
30 September 2016
1
Uwe Krueger
Chief executive officer
2
Agenda
• Welcome
• Digital and Intelligent Mobility
• Growth in nuclear
Coffee break
• Atkins Acuity – our new advisory business
• Our global design centres
• Conclusion
Lunch
3
Strategic progress
4
• Three pillar strategy is delivering: operational excellence, portfolio optimisation and
sector/regional focus
• Operational excellence focused on margin improvement and cash generation
• TSR of 132% over five year period.
Financial delivery
6.5 6.46.7
7.6
8.0
4.0
4.5
5.0
5.5
6.0
6.5
7.0
7.5
8.0
2012 2013 2014 2015 2016
Underlying operating margin (%)
30.532.0
33.75
36.539.5
10.0
20.0
30.0
40.0
2012 2013 2014 2015 2016
Consistent dividend growth
6.7%
Drive for value creation remains
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Strong market drivers for revenue growth
+
Differentiated offering
+
Invest to grow
organically and by acquisition
Shareholder value
Focus
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Three key markets
Outlook for our markets
• Technology and data bringing new market opportunities
• UK Government commitment to infrastructure spend continues, particularly in
transportation
• North American infrastructure spend underpinned by the FAST Act expected to pick up
post Presidential election
• Focus sectors and geographies and ongoing investment in strategically important
infrastructure in the Middle East. Howard Humphrey’s acquisition in Africa
• Medium term growth in Asia Pacific driven by increasing urbanisation. Good
opportunities for Acuity advisory work
• Resilience from a diversified energy portfolio. Global energy requirement is increasing
and will drive long term growth, particularly in nuclear.
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Summary – growth through differentiation
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Atkins is becoming a driver of digital innovation in the engineering industry
Atkins is increasingly well positioned in attractive growth markets across the
nuclear life cycle
Atkins Acuity offers a unique combination of consultancy and
engineering/technical expertise
India is a centre for technical and digital excellence.
Richard Cross
As Group Chief Digital Officer for Akins Richard has responsibility for all IT and driving
our adoption of digital technologies and approaches across the company. He is
passionate about promoting the use of technology to improve the way we work and as a
differentiator with our clients.
He joined Atkins in early 2014 from Arup, where we was Group CIO. Before this he spent
10 years at ITV Plc as CTO/CIO leading the digitisation of everything in the company.
Before this he led the creation of a digital TV start-up company providing technology
services to media businesses which included on-line betting and launching a Bingo TV
channel. He also spent over 10 years as a management consultant with Accenture and
Ernst and Young, developing systems and specialising in process re-engineering
in multinational organisations.
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Philip Hoare
Philip is managing director of Atkins’ Transportation division across the UK & Europe.
This brings together a team of over 3,300 professional people in the rail, road and
aviation sectors with the aim of shaping the future of Transportation.
Since joining the company in 1997, Philip has held a number of senior positions in Atkins’
Highways and Rail businesses focused on delivering value and innovation to clients
across a wide range of projects covering the full spectrum from strategic advice to
operational delivery.
Philip is a chartered civil engineer with over 20 years of experience and is a member of
the Institution of Civil Engineers and the Chartered Institution of Highways and
Transportation.
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Mark Morant
Mark Morant has 25 years of experience in the nuclear industry with expertise in
driving innovation and leading business growth. He has extensive experience leading
nuclear companies in a licensed environment and proactively improving safety in the workplace.
Mark was appointed President of EnergySolutions’ Global Projects and Technology Group in January,
2012. In addition, Mark serves as Chairman for the Canadian National Laboratory, (CH2M; ES; NYSE:
FLR; TO: SNC-L) the Management and Operating (M&O) company responsible for the Atomic Energy
of Canada’s $7.9B contract based at Chalk River in Ontario.
From 2007, when ES bought the Magnox business in the UK, Mark served as an Executive officer for
EnergySolutions in a variety of roles including President of Global Commercial operations and
President of International operations.
Mark worked for BNFL from 1995 to 2007 in various roles including Finance Director of Sellafield and
Director of Privatization working for Sir John Guinness. He was closely involved in the UK
Government’s restructuring of the UK nuclear industry, the creation of the NDA and the subsequent
break-up of BNFL.
Mark has held senior positions at Price Waterhouse and has owned a number of companies in the
textile and management consultancy sectors. He has a Bachelor of Science degree in Economics
from the University of Nottingham and is a Fellow of the Institute of Chartered Accountants. 11
Dominic Harvey
Dominic Harvey is the chief executive officer of Atkins Acuity
Dominic has 18 years of experience in leading international law firms, predominantly
in the infrastructure and energy sectors. He has led multidisciplinary advisory teams
specialising in all aspects of projects including project finance, asset acquisitions and
restructuring and is renowned for his knowledge and publications in the area of
specialised project finance and public-private partnerships (PPPs).
He is a graduate of the College of Law, London and King's College, London.
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Rajesh Kalra
Rajesh is a Structural Engineer from a premium Technology Institute in India. In a career spanning over 25
years in the engineering and IT sectors, he has held key roles with Risk Management Solutions Inc. (RMSI),
RITES, Consulting Engineering Services (I) Pvt. Ltd. and Larsen & Toubro in operations, business and strategy
development.
The key highlights of a well-crafted career includes RMSI getting recognised for its HR practices and gaining
No.1 position in the ‘great places to work’ study in India from 2007 to 2009; strengthening and expanding the
delivery capability resulting in growth for Rolta was largely due to his able leadership. He has also been an
entrepreneur co-founding the "Engineering Technology Business" in the field of natural catastrophe modelling.
The business which over time acquired a global leading position in re-insurance underwriting space. Strong
leadership skills coupled with hands-on work style helped transform a start-up operation to an organisation of
international repute.
Rajesh has been responsible in transforming our Global Design Centre to become the most innovative part of
our business drawing strength from start automation. In his tenure in the GDC his focus on automation and
innovation has brought a wave of change in terms of culture and thinking among staff across various levels.
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Disclaimer
The information in this presentation pack, which does not purport to be comprehensive,
has been provided by Atkins and has not been audited or otherwise independently
verified. While this information has been prepared in good faith, no representation or
warranty, express or implied, is or will be made and no responsibility or liability is or will be
accepted by Atkins as to or in relation to the accuracy or completeness of this
presentation pack or any other written or oral information made available as part of the
presentation and any such liability is expressly disclaimed. Further, whilst Atkins may
subsequently update the information made available in this presentation, we expressly
disclaim any obligation to do so.
The presentation contains indications of likely future developments and other forward-
looking statements that are subject to risk factors associated with, among other things,
the economic and business circumstances occurring from time to time in the countries,
sectors and business segments in which the Group operates. These and other factors
could adversely affect the Group’s results, strategy and prospects. Forward-looking
statements involve risks, uncertainties and assumptions. They relate to events and/or
depend on circumstances in the future which could cause actual results and outcomes to
differ materially from those currently expected. No obligation is assumed to update any
forward-looking statements, whether as a result of new information, future events or
otherwise. Nothing in this presentation should be construed as a profit forecast.
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