Annual General Meeting April 14, Dr Mathias Döpfner Chairman and Chief Executive Officer, Axel Springer AG

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1 Annual General Meeting April 14, 2011 Dr Mathias Döpfner Chairman and Chief Executive Officer, Axel Springer AG

2 Highlights of the record year 2010 for Axel Springer Group revenues up 10.8% EBITDA +53% at 510.6m, margin of 17.6% Record dividend of 4.80 Axel Springer share: MDAX outperformer with +63% yoy National print media highly profitable with margins above 20% International expansion accelerated by CEE JV Digital media boost revenues by 51% and EBITDA by 99% 2

3 Positive development of revenues in 2010 in m 2, % +12.8% 2.893, , % 1, , % 1, Circulation revenues Advertising revenues Other revenues 3

4 EBITDA on all time high in 2010 in m % EBITDA margin 12.8% 17.6% 4

5 Strong financial position at the end of 2010 Net financial debt / liquidity 1) in m Adjusted net income 2) in m /31/09 12/31/ Credit line of 1.5 bn secured until 2012, 1 bn thereof extended until ) Excl. pension liabilities (12/31/09: - 359m; 12/31/10: - 389m) and treasury shares (12/31/09: 3.2m shares; 12/31/10: 0.2m shares) 2) Adjusted for significant non-operating items 5

6 Increasing digital und international share of revenues in % of Group revenues Digital revenues* International revenues %-points +7.1 %-points * Pro forma 6

7 Successful start of the East European Joint Venture Ringier Axel Springer Media AG #1 Active in Poland, Czech Republic and Hungary * Active in Czech Republic, Hungary *, Slovakia and Serbia #1 Poland Czech Republic Slovakia #1 >100 print titles and 70 online offerings 5 market leading tabloids, reaching 8.6 million readers JV in Hungary not yet implemented: Approval by Hungary s antitrust authorities is expected for the summer of Results exceeded expectations in all JV countries Hungary * Serbia #1 #1 * Approval by Hungary s anti-trust authorities is expected in the summer of

8 Digital strategy along core competencies Core Competencies A Content portals Audience B Performance marketing Advertisers C Classifieds / Marketplaces 8

9 A Premium content initiative: Successful on various channels Smartphones Tablets News Portals ikiosk Over 400,000 BILD apps sold* WELT HD: #1 newspaper app Hamburger Abendblatt and Berliner Morgenpost: Traffic up by over 50% PDF editions of 20 titles available online and for the ipad Over 500,000 sales and 800,000 downloads* Perspectives for 2011 Bundled equipment and subscriptions Premium Content *Status: Press information December 8, 2010 Central platform for all epaper and print titles 9

10 B Online Performance Marketing Axel Springer shapes Zanox as European market leader Highlights Acquisition of continental European market leader Zanox.de-AG in /10: Expanding market leadership to the UK by add-on acquisitions of digital window and buy.at Maintaining organic growth during the crisis Gaining market share Acquired in UK: 08/ /2010

11 C Axel Springer acquires market leading French real estate portal SeLoger.com Key facts No. 1 real estate classifieds portal in France More than 1.1m offers March/April 2011: Public tender offer and squeeze out successfully completed Purchase price: approx. 633m Financial development in m Revenues EBITDA Average time on site in minutes Clear market leadership Logic-immo.com Explorimmo Refleximmo A Vendre A Louer Acheter-Louer.fr Unique Visitors in m Source: Médiamétrie/NetRatings January 2011)

12 Axel Springer share outperforming the relevant stock indices in 2010 German indices Media indices Axel Springer MDAX DAX SDAX Axel Springer Prime Media DJ EuroStoxx Media 12

13 3-pillar-strategy leads to sustainable increase of profitability ØEBITDA Ø Net income in m , ,750 3,723 accumulated Ø53 Ø

14 Annual rate of return 11.1% in the years Market cap* Dividend pay-out in m accumulated annual Ø 3, , % 1, % : desinvestments of 1.3 bn, investments of 2.5 bn Ø53 * Based on year-end share prices 14

15 Highlights of the record year 2010 for Axel Springer Group revenues up 10.8% EBITDA +53% at 510.6m, margin of 17.6% Record dividend of 4.80 Axel Springer share: MDAX outperformer with +63% yoy National print media highly profitable with margins above 20% International expansion accelerated by CEE JV Digital media boost revenues by 51% and EBITDA by 99% 15

16 Annual General Meeting April 14, 2011

Kepler Capital Markets Media Advertising Conference Paris, December 16, Daniel Fard-Yazdani, Deputy Head of IR Marco Horn, IR

Kepler Capital Markets Media Advertising Conference Paris, December 16, 2011 Daniel Fard-Yazdani, Deputy Head of IR Marco Horn, IR Disclaimer This document, which has been issued by Axel Springer Aktiengesellschaft