2010 Leadership Summit April 27-29, Parsippany, NJ. European Report. James Siever ERA Secretary General. Low resolution! For preview only!

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1 2010 Leadership Summit April 27-29, European Report James Siever ERA Secretary General

2 Lehmann collapse set off deepest economic downturn since the great depression

3 GNP drop in key countries Country (e) USA -Zone Germany -2,4% -4,1% -5% +2,8% +0,9% +1,5% UK -4,9% +0,6% Source: ifo institute

4 Fiscal deficit in key countries Country (e) USA -Zone Germany -9,9% -6,3% -3,3% -10,2% -6,6% -4,9% UK -12,9% -12% Source: ifo institute

5 Recession and Internet affect magazines Record high number of titles Decreasing print runs

6 Development of adspend by region Year-on year % change, 2009 vs North America Western Europe Asia Pacific Eastern Europe Latin America Source: ZenithOptimedia

7 Development of adspend by medium Year-on year % change, 2009 vs Newspapers Magazines TV Internet Source: ZenithOptimedia

8 Twilight of the catalogue? Symbol for economic miracle 10 million copies twice a year

9 Twilight of the catalogue? Development of online sales in Germany (billion ) 15,4 10 3, Source: bvh

10 Twilight of the catalogue? Mail order sales in Germany by ordering method (billion ) Online Phone and Mail 15,0 10,9 13,3 13,4 11,7 15, Source: bvh

11 Magazine paper demand in Europe Drop from 12 to 10 million tons ,5 Web offset Gravure % , ,8-15%

12 Overcapacities in publication gravure Development of gravure capacities Germany Italy Great Britain France Netherlands Poland Spain Belgium Finland Switzerland Slovakia Denmark Capacity ( 09) 4600 Demand ( 09) %

13 Gravure must increase flexibility Growth potential in the insert and flyer segment Smaller presses Cutters instead of folders Aurora concept of Cerutti

14 BRIC-countries overtake G7 GNP growth rate of Brazil, Russia, India, China 2010 (e) vs Brazil Russia India China

15 Latin American publisher invests in gravure Publication printing grows in Brazil Abril orders new Cerutti press

16 Burda invests in India Joint venture with Hindustan Times Gravure plant with two presses Products: magazines, catalogues and company reports

17 Russia returns to growth path Consumer confidence is returning Russian consumer expectations for the following 12 months Favorable Neither favorable, nor unfavorable Unfavorbale No answer Index of the national economy development expectations in the next year / / / / / Source: GfK Russia

18 ERA Packaging Conference 2009 in St. Petersburg Russia leading market for packaging gravure in Europe Plants Germany 65 Italy 47 Russia 32 France 31 Spain 25 UK 24 Others 117 Presses Germany 155 Italy 117 France 87 UK 70 Spain 66 Russia 62 Others 292

19 Mundet won European Packaging Award

20 ERA Annual Conference 2010 in Zurich, Switzerland on September

21 Gravure will overcome the present turbulences Gravure s USP remains: brilliant colours high consistency unparalleled quality