GfK. Growth from Knowledge

GfK. Growth from KnowledgeThe GfK Group 2011

GfK Group GfK. Growth from Knowledge April 2011Agenda1 The GfK2345Our industryOur strategyOur shareOur sectors

GfK Group GfK. Growth from Knowledge April 20111The GfK company

GfK Group GfK. Growth from Knowledge April 2011Mission Statement4Companies need to make decisions.Knowledge is the basis for decision-making.Our business information services provide the essentialknowledge that industry, retail, healthcare and service sectorsand the media need in order to make their decisions.As a knowledge provider, we aim to be at the top in all the globalmarkets in which we operate – in the interest of our clients, ouremployees, our company, our shareholders and the generalpublic.

GfK Group GfK. Growth from Knowledge April 2011Milestones51925Founded as “Institut fürWirtschaftsbeobachtungder deutschen Fertigware”1984Operations hived off into alimited company;GfK-Nürnberg e.V. toretain status as a nonprofitorganizationSeptember 1999GfK shares start tradingon the Frankfurt stockexchangeGlobally active puremarket research playerFebruary 2009Change toa Europeanjoint stock companySocietas Europaea (SE)Represents internationalcorporate culture1934Founded asGfK-Nürnberg e.V. (theGfK Association)1990Re-structured asprivately held Inc.corporation (stockcorporation)Focus oninternationalizationMay 2005Acquisition ofNOP WorldGrowth from Knowledgehas a new dimension

GfK Group GfK. Growth from Knowledge April 2011GfK Group: key features (I)6Sales2010: 1,294.2 EUR million (2009: 1,164 EUR million )Employees2010: 10,546 full-time staff (2009: 10.058)82.6% of which outside GermanyServices• Comprehensive information services on consumer goods,healthcare, media and services markets• Research know-how• Marketing consultancyNetworkMore than 100 countries

GfK Group GfK. Growth from Knowledge April 2011GfK Group: key features (II)7Core businessPure market research, delivering information services to majorglobal players in the services, media, consumer goods andhealthcare industriesMarket positionLargest market research company in Germany,4th largest in Europe and in the worldUSPFull service worldwide: more than half of our top 50 clients consult GfK inat least two of our three sectors and in at least five of our six regions

GfK Group GfK. Growth from Knowledge April 2011Management Board8Professor Dr.Klaus L.WübbenhorstCEOPamelaKnappCFO andHuman ResourcesDirectorDr. GerhardHausruckingerCOOSectorRetail andTechnologyPetraHeinleinCOOSectorCustomResearchDebra A.PruentCOOSectorCustomResearchWilhelm R.WesselsCOOSectorMedia

GfK Group GfK. Growth from Knowledge April 2011Development of the last 10 years9Sales in EUR millionEmployees9692100581054611121162122011641294751579039070937553966947505064212177470192236 254 2702903163013411345 144315021587162817141746179018312000 2001 2004 2005 2006 2007 20082009 2010 2000 2001 2004 2005 2006 2007 2008 20092010*GermanyTotalGermanyTotal

GfK Group GfK. Growth from Knowledge April 2011Market research in more than 100 countries10AlbaniaAlgeriaArgentinaAustraliaAustriaAzerbaijanBahrainBangladeshBelgiumBoliviaBosnia-HerzegovinaBotswanaBrazilBulgariaCambodiaCanadaChileChinaColombiaCroatiaCyprusCzech RepublicDenmarkEcuadorEgyptEstoniaFinlandFranceGeorgiaGermanyGreeceGuatemalaHong KongHungaryIndiaIndonesiaIranIraqIrelandIsraelItalyIvory CoastJapanJordanKazakhstanKenyaKoreaKuwaitKyrgyzstanLatviaLebanonLibyaLithuaniaMacedoniaMalaysiaMexicoMontenegroMoroccoMozambiqueNetherlandsNew ZealandNigeriaNorwayOmanPakistanPanamaParaguayPeruPhilippinesPolandPortugalQatarRomaniaRussiaSaudi-ArabiaSenegalSerbiaSingaporeSlovakiaSloveniaSouth AfricaSpainSudanSwedenSwitzerlandSyriaTajikistanTaiwanTanzaniaThailandTunesiaTurkeyTurkmenistanUgandaUkraineUnited Arab EmiratesUnited KingdomUruguayUSAUzbekistanVenezuelaVietnamYemen

GfK Group GfK. Growth from Knowledge April 2011Sales by region11

GfK Group GfK. Growth from Knowledge April 20112Our industry

GfK Group GfK. Growth from Knowledge April 2011Breakdown of sales by region 2009131552EuropeSales in 2009US$ million13,299Growth in %(local currency)-4.8Percentage breakdownof sales by region46North AmericaAsia and the PacificLatin America9,1884,4801,486-3.8-1.81.432Middle East/Africa 492-4.2Total 28,945 -3.7Source: Esomar Industry Report 2010

GfK Group GfK. Growth from Knowledge April 2011League table of the market research industrySales 2009 Organic growthCompany in US$ million in %141. The Nielsen Company, USA 4,628 1.02. The Kantar Group, UK 2,823 -9.53. IMS Health, USA 2,190 -2.44. GfK Group, Germany 1,622 -6.05. Ipsos Group, France 1,315 -3.86. Synovate, UK 816 -9.67. Symphony IRI Group, USA 706 1.28. Westat, USA 502 7.09. Arbitron, USA 385 4.410. Intage, Japan 369 0.3Source: Figures from honomichl global top 25 industry report 2010

GfK Group GfK. Growth from Knowledge April 20113Our strategy

GfK Group GfK. Growth from Knowledge April 20115 Star Initiative: overview16Fact-basedConsultancyTop 3GlobalReachFullServiceExcellentFinancials

GfK Group GfK. Growth from Knowledge April 2011Star 1: Fact-based Consultancy17>Competencethrough addedvalue andconsultancy>Focus oncustomerrelationship> InnovationleadershipWith the first initiative, “Fact-based Consultancy”, we aim to consistentlyexpand our service offering to produce high quality, information-basedongoing advisory services for the top-level management of our clients. Inaddition to providing precise and up-to-date information, we intend tofurther strengthen our position as the essential partner for our clients’market decisions.

GfK Group GfK. Growth from Knowledge April 2011Star 2: TOP 318>Top 3 globalplayer –Currentlynumber 4> Top 3 for the individualsectors –Aim achieved in 2sectors>Top 3 inkey countries –Target achieved in 12out of the 20 biggestmarket researchcountriesWith the “Top 3” initiative, we have set ourselves the ambitious target ofbecoming the number 3 in the market research industry. In order to achievethis aim, we will work intensively to occupy at least the number 3 spot in theindustry for the sectors and in the key countries.

GfK Group GfK. Growth from Knowledge April 2011Star 3: Global Reach19Our third aim under the “Global Reach” initiative is to further expandour network from the present level of 100+ countries and to establisha presence in other countries, which are important both economicallyand in terms of market research, and where we do not yet have ourown subsidiaries.

GfK Group GfK. Growth from Knowledge April 2011Star 4: Full Service20> Expertise in allmarkets andregions relevant tomarket research> Information servicesfor the full range ofstrategic andoperating marketingdecisions> Use of standard, highquality, multivariateanalysis methodsWith our fourth initiative, “Full Service”, we intend to further enhance ourposition as a company specializing in market research services with a wide rangeof information, analysis and advisory services for all the market researchsegments in consumer goods, pharmaceuticals, media and services.

GfK Group GfK. Growth from Knowledge April 2011Star 5: Excellent Financials21>Margin13-15 %14.3 %>Sales1,500 EUR million1,294.2 EUR million> Net indebtedness/EBITDA ~ 2~ 2.19>Tax ratio ofapprox. 30%32.7 %The fifth initiative, “Excellent Financials”, defines our medium-term financialexpectations. We are working to drive our sales quickly up to the EUR 1.5 billionmark and in the next few years will generate a margin of between 13% and15%. We have set specific targets for reducing our indebtedness. This alsoapplies to the tax ratio for the Group.

GfK Group GfK. Growth from Knowledge April 20114Our share

GfK Group GfK. Growth from Knowledge April 2011Key indicators23HighLowClosing priceAverage daily volume tradedNo. of no-par shares as of Dec. 31Stock market capitalization as of Dec. 31UnitEUREUREURNo.No.EUR mRanking in SDAXby salesby market capitalizationIndex weighting by market capitalization in %200924.2913.6724.1321,74535,947,363867.41944.4201038.3023.8037.6015.89736,274,0901,351.72424.7Dividend 1)EUR0.300.48Total dividend 1)EUR m10.817.4Earnings per shareEUR1.421.99Free cash flow per shareEUR2.383.431) Applies to financial year 2010: proposal to the AGM on May 26, 2011

GfK Group GfK. Growth from Knowledge April 2011Share price performance in 20102438383636343432323030282826262424222220JAN FEB MAR APR MAI JUN JUL AUG SEP OKT NOV DEZ20GfK DAX SDAX Dow Jones Euro Stoxx MediaAll values are indexed to the GfK share price, close price, in Euro; Source: Thomson Datastream; December 31, 2010

GfK Group GfK. Growth from Knowledge April 2011Shareholder structure25UnitedKingdom12.6%OtherCountries3.5%Management Board andSupervisory Board of GfK SE1.0%GfK Association56.4% Free Float43.6%France6.0%Free float structure100%Germany43.9%(Private Investors)USA31.6%Germany1.4%(Institutional Investors)Private Investors are in Germany only, March 2011

GfK Group GfK. Growth from Knowledge April 20115Our sectors

GfK Group GfK. Growth from Knowledge April 20113 sectors: knowledge from 3 sourcesCustom ResearchRetail and TechnologyMedia27DatasourcePoint of Consumersand PhysiciansPoint of salesPoint of MediaServicesTailor-made surveysand continuous datacollectionRetail informationthrough continuousdata collectionTailor-made surveysand continuous datacollection regardingmedia consumptionShare ofcontinuousresearch~43%100%~95%Sales786 EUR million370 EUR million133 EUR millionMargin8.0%30.7%11.7%

GfK Group GfK. Growth from Knowledge April 2011Custom ResearchMarketsAutomotive, business and technology, financial, media, fast moving consumer goods(FMCG); in the HealthCare segment: drugs, materials and products for dentists andlaboratories28Marketing solutionsMarket structure, brand/communication, customer satisfaction, pricing, concept/product tests, market positioningCustomer benefitMinimize risks of business decisions and ensure sustained growth in profit potentialPresenceIn more than 90 countries across the globe

GfK Group GfK. Growth from Knowledge April 2011Talking in person most powerful source of information - worldwide…but the role of technology is growing.29Talk in person to people I knowMobile phoneCompany, media or entertainment web siteSocial networking web site such as Facebook or Twitter6857 5858584144465144434645342619 18 19212414132426 2612202118241616GlobalNorthAmericaSouthAmericain %GfK Roper Reports Worldwide 2010 (25 countries)WesternEuropeCentral andEasternEuropeMiddle Eastand AfricaDevelopedAsiaDevelopingAsia

GfK Group GfK. Growth from Knowledge April 2011Retail and TechnologyMarketsConsumer electronics, entertainment media, office communications, photographic andoptical equipment, domestic appliances, IT and telecommunications, DIY, tourism,sports equipment and entertainment30Marketing solutionsProduct and pricing policies, advertising, distribution, sales and logisticsCustomer benefitAccess to databases and/or transfer of standardized analysis of information abouttrends, volume, sales, sales channels and segments in our clients’ marketsPresenceIn more than 80 countries

GfK Group GfK. Growth from Knowledge April 2011Traditional and Internet sales of technical consumer goods31CZ DE GB NL CH FR AT IT BE ES PT23.7 19.3 19.2 15.9 15.0 12.6 12.1 5.3 3.986.4%traditional13.6%InternetTotal sales ranking Internet:76.380.780.884.185.087.487.994.796.197.8 98.11. Germany2. United Kingdom3. France4. The Netherlands5. ItalyInternet salesTraditional salesSales of CE, IT, OE, MTG, Photo, Telecom, SDA, PersDiag, MDA January-December 2010 in 11 European countriesSource: GfK Retail and Technology

GfK Group GfK. Growth from Knowledge April 2011MediaMarketsTV, radio, newspapers, magazines, bill-board, online32Marketing solutionsViewer, reader and listener reach and qualitative studies on consumption, acceptance,preferences and recall of media contentCustomer benefitMedia reach as the basis of pricing in advertising and media planningPresenceIn 17 countries across Europe and North America

GfK Group GfK. Growth from Knowledge April 2011Cross media comparisons in different countries33Time usage in minutesper average person per dayNL SW IT UK USWatching TV 151 160 214 198 225Listening to the radio 105 113 27 68 105Using the internet 107 49 24 111 101Reading newspapers 28 34 17 31 48Total mediaconsumption391 356 282 408 479Source: Different GfK companies; the aim is to create interesting comparisons based on the available data; the figures come from different time usage studies in eachcountry, each with a different research approach; each are based on a broad nationally representative range of adults behaviour in a typical day, giving average dailyminutes for each category

GfK. Growth from KnowledgeThe GfK Group 2011