RELX PLC (NYSE:RELX) Q2 2021 Results Conference Call July 29, 2021 3:30 AM ET Company Participants Erik Engstrom - Chief Executive Officer Nick Luff - Chief Financial Officer Conference Call Participants Adam Berlin - UBS Nick Dempsey - Barclays Sam Kassab - Exane Matthew Walker - Crédit Suisse Tom Singlehurst - Citi Matti Littunen - Bernstein Patrick Wellington - Morgan Stanley Rajesh Kumar - HSBC Erik Engstrom Good morning, everybody. Thank you taking time to join us on our call today. As you may have see ...

Interim Results 2021 Erik Engstrom, CEO, and Nick Luff, CFO 29 July 2021 DISCLAIMER REGARDING FORWARD-LOOKING STATEMENTS 2 This presentation contains forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, "RELX", "we" or "our") to differ materi ...

Financial Performance - Revenue for the year ended December 31, 2020, was £7,110 million, a decrease of 9.7% compared to £7,874 million in 2019[23] - Operating profit for 2020 was £1,525 million, down 27.4% from £2,101 million in 2019[23] - Net profit attributable to RELX PLC shareholders for 2020 was £1,224 million, a decrease of 18.7% from £1,505 million in 2019[23] - Total revenue for the year ended December 31, 2020, was £7,110 million, a decrease from £7,874 million in 2019[66] - Adjusted operating profit decreased by 17% to £2,076 million from £2,491 million in 2019[127] - Reported net profit attributable to RELX PLC shareholders was £1,224 million, down 19% from £1,505 million in 2019[133] Assets and Liabilities - Total assets as of December 31, 2020, were £14,145 million, an increase of 2.6% from £13,789 million in 2019[24] - Non-current borrowings increased to £6,276 million in 2020 from £4,354 million in 2019, reflecting a rise of 44.2%[24] - Net assets decreased to £2,101 million in 2020, down 4.1% from £2,190 million in 2019[24] - Shareholders' equity as of December 31, 2020, was £2,099 million, a decrease of 3.1% from £2,166 million in 2019[24] - As of December 31, 2020, borrowings were £7,123 million, up from £6,414 million in 2019, with net borrowings increasing to £6,898 million from £6,191 million[175][176] Revenue Segmentation - The Scientific, Technical & Medical segment generated £2,692 million in revenue, accounting for 38% of total revenue, up from 34% in 2019[66] - The Risk segment reported revenue of £2,417 million, representing 34% of total revenue, an increase from 29% in 2019[66] - The Legal segment's revenue was £1,639 million, which is 23% of total revenue, up from 21% in 2019[66] - The Exhibitions segment saw a significant decline in revenue to £362 million, down from £1,269 million in 2019, representing only 5% of total revenue[66] - Subscription revenue increased to £4,279 million, representing 60% of total revenue, compared to £4,129 million (52%) in 2019[103] Expenses and Costs - Total operating costs were £5,600 million, down 4% from £5,814 million in 2019[126] - Exceptional costs in the Exhibitions business amounted to £183 million, impacting overall profitability[130] - The operating profit included £376 million in amortization of acquired intangible assets, up from £295 million in 2019[25] Dividends and Shareholder Returns - Dividends per ordinary share increased to 45.7p in 2020, up from 43.3p in 2019, marking a growth of 5.5%[28] - The company proposed a final dividend of 33.4p for 2020, compared to 32.1p in 2019, indicating a 4.0% increase[28] - Total dividends for the year amounted to 47.0p per share, an increase from 45.7p in 2019[134] - Share repurchases in 2020 were £150 million, down from £600 million in 2019, while ordinary dividends paid to shareholders totaled £880 million, an increase from £842 million in 2019[173][174] Impact of Covid-19 - The impact of the Covid-19 pandemic has adversely affected RELX's business performance, particularly in the Exhibitions segment, which faced significant disruptions[32] - The Exhibitions segment experienced a significant decline, with revenue falling 71% to £362 million due to Covid-19 restrictions[155][159] Strategic and Operational Challenges - The company anticipates that ongoing economic uncertainties may lead to further declines in customer demand for its products and services[33] - RELX's ability to implement strategic plans may be hindered by challenges in recruiting and retaining skilled employees, particularly in technology and data analytics[53] - Trends affecting revenue and operating profit include customer renewal rates, migration to online services, and economic conditions impacting customer budgets[198] Acquisitions and Investments - Total cash spent on acquisitions in 2020 was £874 million, compared to £437 million in 2019 and £960 million in 2018[77] - The acquisition of Shadow Health enhanced the electronic healthcare education offering, contributing to growth in the healthcare segment[141] - In 2020, the Group spent £319 million on capitalized development costs, slightly down from £333 million in 2019, reflecting ongoing investment in new products[201] Currency and Economic Factors - Currency differences increased the Group's revenue by £29 million and profit before tax by £42 million in 2020 compared to 2019[166] - The company faces risks related to changes in tax laws and fluctuations in exchange rates, which could adversely affect its reported results[55][56]

[Publication Announcement](index=1&type=section&id=Publication%20Announcement) RELX PLC announced the publication of its 2020 Annual Report and Form 20-F, detailing document availability and share capital [Document Release and Availability](index=1&type=section&id=Document%20Release%20and%20Availability) RELX PLC announced the publication of its 2020 Annual Report and Financial Statements on February 18, 2021, along with the 2020 Form 20-F filing with the SEC - RELX PLC published its 2020 Annual Report and Financial Statements on February 18, 2021[1](index=1&type=chunk) - The 2020 Annual Report and 2020 Form 20-F are available on www.relx.com, https://data.fca.org.uk//nsm/nationalstoragemechanism, and www.sec.gov[2](index=2&type=chunk)[3](index=3&type=chunk) - Hard copies of the documents can be obtained free of charge from the company's registered office or via email[4](index=4&type=chunk) [Share Capital Information](index=1&type=section&id=Share%20Capital%20Information) The total number of voting rights in RELX PLC's issued share capital, excluding shares held in treasury, is currently 1,932,400,428 | Metric | Value | | :----- | :---- | | Total Voting Rights (Issued Share Capital, exclusive of treasury shares) | 1,932,400,428 | [Directors' Responsibility Statement](index=1&type=section&id=Directors%27%20Responsibility%20Statement) The Directors' Responsibility Statement confirms compliance with UK DTR 6.3.5 and the true and fair view of the Group's financial position [Statement Context and Scope](index=1&type=section&id=Statement%20Context%20and%20Scope) This section presents the Directors' Responsibility Statement, extracted from page 121 of the 2020 Annual Report, to comply with UK Disclosure and Transparency Rule 6.3.5 - The Directors' Responsibility Statement is provided to comply with UK Disclosure and Transparency Rule 6.3.5[5](index=5&type=chunk)[6](index=6&type=chunk) - The statement is extracted from page 121 of the 2020 Annual Report and applies to the full report[6](index=6&type=chunk) - The published documents include the 2020 Annual Report and Financial Statements, and the Corporate Responsibility Report 2020[7](index=7&type=chunk) [Directors' Confirmation on Financial Reporting](index=2&type=section&id=Directors%27%20Confirmation%20on%20Financial%20Reporting) The Directors confirm that, to their best knowledge, the consolidated financial statements provide a true and fair view of the Group's financial position and profit - Directors confirm consolidated financial statements give a true and fair view of the Group's assets, liabilities, financial position, and profit/loss, prepared under IFRS[9](index=9&type=chunk) - Directors confirm individual Company financial statements give a true and fair view of the Company's assets, liabilities, financial position, and profit/loss, prepared under FRS 101[9](index=9&type=chunk) - Directors confirm the Directors' Report includes a fair review of the business's development, performance, position, and principal risks[9](index=9&type=chunk) [Forward-Looking Statements Disclaimer](index=2&type=section&id=Forward-Looking%20Statements%20Disclaimer) This disclaimer defines forward-looking statements, outlines key risks, and clarifies the company's update obligations [Definition and Risk Factors](index=2&type=section&id=Definition%20and%20Risk%20Factors) The report contains forward-looking statements, defined as non-historical facts, which are subject to various risks and uncertainties that could cause actual results to differ materially - Forward-looking statements are non-historical facts, indicated by terms like "outlook," "expect," "believe," and "trends"[8](index=8&type=chunk) - Actual results may differ materially due to risks including economic forces, COVID-19 impact, changes in intellectual property rights, regulatory changes, demand, competition, acquisition benefits, system failures, data security, and exchange rate fluctuations[8](index=8&type=chunk) - The company does not undertake to publicly update or revise forward-looking statements unless required by law[8](index=8&type=chunk)[10](index=10&type=chunk) [Company Overview and Contacts](index=3&type=section&id=Company%20Overview%20and%20Contacts) This section provides contact information and an overview of RELX's global operations and market capitalization [Enquiries](index=3&type=section&id=Enquiries) Contact information is provided for media and investor enquiries, including names, telephone numbers, and email addresses | Contact Type | Name | Tel | Email | | :----------- | :--- | :-- | :---- | | Media | Paul Abrahams | +44 20 7166 5724 | paul.abrahams@relx.com | | Investors | Colin Tennant | +44 20 7166 5751 | col.tennant@relx.com | [About RELX](index=3&type=section&id=About%20RELX) RELX is a global provider of information-based analytics and decision tools, serving customers in over 180 countries with offices in about 40 countries - RELX is a global provider of information-based analytics and decision tools for professional and business customers[11](index=11&type=chunk) - RELX serves customers in over **180 countries**, has offices in about **40 countries**, and employs over **33,000 people**, with almost half in North America[11](index=11&type=chunk) | Exchange | Ticker Symbol | Market Capitalisation (approx.) | | :------- | :------------ | :------------------------------ | | London | REL | £35bn | | Amsterdam | REN | €41bn | | New York | RELX | $49bn |

Results 2020 Erik Engstrom, CEO, and Nick Luff, CFO 11 February 2021 DISCLAIMER REGARDING FORWARD-LOOKING STATEMENTS 2 This presentation contains forward-looking statements within the meaning of Section 27A of the US Securities Act of 1933, as amended, and Section 21E of the US Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties that could cause actual results or outcomes of RELX PLC (together with its subsidiaries, "RELX", "we" or "our") to differ materially ...

RELX Group. (NYSE:RELX) Full Year 2020 Earnings Conference Call February 11, 2021 4:00 AM ET Company Participants Anthony Habgood – Chairman Erik Engstrom – Chief Executive Officer Nick Luff – Chief Financial Officer Conference Call Participants Katherine Tait – Goldman Sachs Adam Berlin – UBS Tom Singlehurst – Citi Nick Dempsey – Barclays Patrick Wellington – Morgan Stanley Matthew Walker – Credit Suisse Makilito Nun – Bounds team Konrad Zomer – ABN AMRO Sami Kassab – Exane Rajesh Kumar – HSBC Anthony Habg ...

Table of Contents As filed with the Securities and Exchange Commission on February 20, 2020 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) or 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 Or ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-13334 RELX PLC (Exact name of Registrant as specified in its charter) England (Jurisdiction of incorporat ...

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