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6 Examples of Presenting Business Highlights in Your Annual Report

Last Updated on April 25, 2024 by Anastasia

Need to share information about your company performance and create a comprehensive overview of activities throughout the preceding year? Financial data and key business highlights can contain lots of content and be quite heavy text-wise. Make your annual report easy to understand by using graphs, icons, infographic elements, and data-driven charts.

Annual reports are intended to give shareholders and other interested people information about the company’s operations and financial performance. Prepare that report smoothly using our pre-designed structured slides.

All slide examples presented below can be downloaded as an editable source. Click here to see the Annual Report Company Performance Presentation for PowerPoint .

Get inspired by our visualization examples, which show how you can present selected six business and financial highlights compellingly.

Present the company at a glance and illustrate business highlights in the annual report

Start with outlining key company facts, like global presence, portfolio projects or clients, and satisfied customers. You can easily combine those facts with a shareholding structure pie chart and add a quote from the CEO if you’d like.

Alternatively, use another slide to show your company a glance. You can reuse this template, where we included such business highlights as employment, office subsidiaries, factories, clients, sales, profit products, and brand portfolios. Notice how each fact is illustrated with a symbol. We also added a neutral background picture, which makes this slide more attractive without stealing attention from the content.

Illustrate milestones in a roadmap

Choose the most essential events that influenced your company and show them using a timeline.

In the example above we illustrated six milestones: new IT infrastructure introduction, 3 new products with favorable customer feedback launch, market share achievement, production capacity increase, flagship store opening, and selling over. Each stage is shown with flags and there’s an icon of a mountain as a symbol of accomplishment at the last stage. You can optionally add an illustrative photo on the right or left side of the slide.

Include the top customers’ analysis in the business highlights of the annual report

To recap your best customer profiles you can use a slide like above, containing a short description, revenue achieved, and share in total annual sales.

Focus your audience’s attention on figures. Consider increasing the font size and using a different color from other text.

Create revenue and profit snapshot

The company revenue and profit snapshot slide doesn’t have to be boring and contains lots of text information. We propose a creative way: use gauge data charts dashboard to describe net sales and profitability evolution in 5 years. We included the following indexes: Net Sales, Operating Expenses, EBIDTA, and PBT. You can reuse it to adapt to your needs.

If you look closer, this slide example includes much content, but it is designed in such a way that it’s easy to understand. You can also add your comments and observations aside.

Show next year’s outlook

Illustrate your next year’s business growth outlook using a revenue forecast and 4 focus areas with targets slide. In our example, we focused on the following highlights: E-commerce growth, New Markets, L-4-L growth, and New Product Lines. Each point is illustrated with a suitable symbol. If you’d like to include more elements into the forecast, you better break it down into several slides, not to stuff one too much with the figures.

Create the balance sheet and cash flow statement readable

Such busy long tables usually don’t look good. Make a difference this time – try using such table templates with headers and icons. You can also include comments if needed. Current, Fixed, Intangible, Total Assets, Current, Long-Term Liabilities, and Shareholders’ Equity are the most common elements of the balance sheet, while cash flow from Operations, Investing, and Financing are a part of the cash flow statement.

Guide on how to visualize goals achievement summary slide

Check a quick instruction on how you can present a goals achievement summary as part of your business highlights using simple shapes, icons, and success/failure indications.

1. Replace table content with text in shapes.

A form of table is not the best visual format in this case. Using a PowerPoint shape looks better and is easier to edit, too.

2. Enrich the list with status marks

It’s good to use a consistent set of icons expressing the goal’s achievement.

3. Create an area for comments.

4. Make your infographic look attractive.

Add a background picture and color-coding supporting the meaning of Done and Not Done goals.

See the whole step-by-step guide and other examples here: How to Create an Effective Annual Report and Company Performance Presentation .

Resource: Annual Report Company Performance Presentation

The examples above are only a part of our annual report slide collection. Check our pre-designed annual report deck that incorporates key business highlights example layouts and financial data and present the data in a clear, informative, and visually appealing manner.

The majority of our slides have a space for your text/comments, so it is very easy to extend the presented ideas. We also included detailed instructions on how to alter the content, values, colors, and look and feel of our slides. See the full deck here:

Annual Report Company Performance PPT Presentation

More Design Inspiration

Check out our YouTube channel, where we share practical tips and before-after slide transformations like this:

If you need to focus only on the company’s stock performance and cover financial and sales information during your report, check our blog about visualizing stock financial annual report components.

Use modern graphics to create more consistent slides and communicate your ideas. Want to do even more customizing? Infographics from the collection of professionally designed editable diagram templates might help level up your PowerPoint presentations.

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PowerPoint templates provide a wide range of options for designing and presenting creative and compelling presentations to get ideas right and perfect. And the increase in demand for it contributed to the increase in its popularity, use, and reliance on meetings, conferences, and others.

You need to prepare and present some presentations for your company and prepare an annual report summarizing the company’s achievements, the plan that you followed, your conclusions, and your aspirations for better performance. Some excellent annual reports may be hard to find, which is why we brought you 20+ Best Annual Report PowerPoint Templates 2023 to prepare a professional annual report. These templates are easy to use and you can modify them with a few clicks, customize, and rearrange their icons and elements until they become the desired form.

In these templates, you will find everything you need to make your annual report clear and unique, which in turn will increase customer confidence and investment and double your productivity.

1. Annual Report PowerPoint Template For Presentation

Annual Report PowerPoint Template For Presentation contributes to presenting your ideas in an ideal way, drawing a clear picture of your work and your achievements during a whole year, motivating your team to move forward in achieving more successes. This template contains creative features that enable you to present a powerful and competitive presentation that grabs the attention of the audience and is ready to use and easily customizable.

2. 2021 Annual Report PowerPoint Template

The beautiful design of this template prepares your project distinctively and strikingly. 2021 Annual Report PowerPoint Template is a modern template with a professional design that meets your needs for high-quality report. This template includes 30 pre-made unique slides, 3 color themes, a light and dark background, in addition to other features.

3. Annual Report PowerPoint Template

To anyone looking for excellence, each slide in this Annual Report PowerPoint Template is specially designed to make your presentation creative. This template provides free fonts, colors, and professional icons you need for every presentation and is easily customizable and fully editable. Try it now!

4. Annual Report PowerPoint Template

Annual Report PowerPoint Template is one of the best business PowerPoint templates designed and supported with professional features and contains all the components that make your presentation impressive like Easy image placing, Handcrafted Infographic, User Guide PDF and many other features that you will notice when using it.

5. Annual Report PowerPoint Template Free Download

Finish your work and activities with Annual Report PowerPoint Template, you can simply customize the slides to adapt to the content you want to present. It is a great template with excellent specifications and all for free. This template is easy to use and will saves you effort and time to prepare a successful presentation.

6. 2020 Year Report PowerPoint

The 2020 Year Report PowerPoint template contributes to building an unforgettable presentation. This template is filled with convenient specifications and is customizable as you wish. With a single click, you can add your data and preset items that will save you hours of work.

7. Annual Report – Company Business PowerPoint

Present your annual report in the best form with the stunning Annual Report – Company Business PowerPoint. Everything you would expect with this template is a flexible template with a funky contemporary design, containing Data Chart, Picture Placeholder, Used and recommended free web fonts, Easy Editable Color Scheme, for free.

8. 2020 Year Report Vertical PowerPoint

Use 2020 Year Report Vertical PowerPoint to create a great annual report for your business. In this template, you will find a letter from the CEO, Year Highlights, Business Quote profit & loss, Prices, Maps, Conclusions, and more. You can also change colors with themes and add personalization by inserting your company logo.

9. Annual Report Presentation Template

Annual Report Presentation Template is professional and charming, designed to present your company information in an interesting style and attractive presentation. This template includes a set of features that enrich your presentation without requiring much effort or time to customize and adjust.

10. Dashi Annual Report Presentation PPT

Dashi Annual Report Presentation PPT highlights the importance of the report you are preparing because of its trustworthy and unique features, 30 Premade colors, based on the master layout, 28 Unique slides, Easy drag and drop image. What else do you need?

11. 2021 Year Report PowerPoint

Develop your company’s growth strategies and make your content an engaging visual presentation with 2021 Year Report PowerPoint. Whether you are a business owner or you work for a company, you can benefit from this template. It features pre-made slides for various types of content to make it easy for you to prepare your presentation.

12. REPORT – Corporate Annual Report PowerPoint

With the simple and attractive design options that REPORT – Corporate Annual Report PowerPoint offers, you can motivate the audience to interact with your presentation and this template will make numbers and stats fun, this template is suitable for preparing a company file, preparing an annual file, and more.

13. Project Proposal Template PowerPoint

To support your business and contribute to the participation of potential clients more in your business and projects, we present to Project Proposal Template PowerPoint. It is perfect for preparing a company profile or project proposal and explaining your achievements. With this template your data will be fun to know, easy to understand and the recipient will not get bored of what you show.

14. Company Annual Report PowerPoint Presentation

Unlike fading templates, Company Annual Report PowerPoint Presentation conveys your information more effectively to share with your team or with your audience. This template consists of 30 unique and easily customizable slides plus Free Web Fonts, 16:9 Widescreen Ratio, and Based on Master Slides.

15. Annual Plan PowerPoint

By relying on the Annual Plan PowerPoint template, your mission will be completed and your presentation is attractive and professional. You can detail the tasks in your annual activity report as much as you want, this template provides you with all the icons, graphics, charts, and all the other elements you need to prepare your report.

16. Company Report PowerPoint Template

Company Report PowerPoint Template uses icons and colors to present information efficiently, while you won’t have any difficulty adding your data to this template as it is easy to modify and customize. This template has a clean and elegant design, Full/No animation, 16:9 HD Retina ready, 10 pre-made color themes.

17. Financial Report PowerPoint Presentation

Your report can tell your company’s story through the use of related visuals, background images, and icons of the Victoria template which gives you all the features needed to create a creative report Object Placeholders, Retina and Full HD, Overlay Picture Effect, Fully Animated Slides, and more.

18. Rutina – Planner Template PowerPoint

Your ambitious goals for your company and future business deserve to be conveyed and presented in the best way, in a clear and easy-to-understand manner. This is what Rutina – Planner Template PowerPoint will achieve for you with all its elements. It facilitates access to the information that the recipient wants to hear and displays it dynamically.

19. Marketing Pitch – Infographic PowerPoint Template

To convey a positive image of your company and reflect the dynamism of your business, use Marketing Pitch – Infographic PowerPoint Template and enjoy the advantages that it gives you for free. With this template, there will not be much to do as all its elements are pre-made and waiting for you to modify and customize them as you wish.

20. EUSIN – Corporate Theme PowerPoint Template

To keep your presentation interesting and to keep the audience away from boredom and distraction we recommend the clear and astonishing EUSIN – Corporate Theme PowerPoint Template which is rich in all the essential elements of any presentation. It is a flexible and responsive template, and this template also gives you space to present your conclusions and vision for the future of your company and your business.

21. Shelby – Corporate PowerPoint Template

30 unique slides in HD resolution that ate fully editable in PowerPoint with drag & drop image placeholder, master slides, elegant slide transition, creative portfolio, quote and product slides, team management slides, product description slides, professional company profile slides, perfect for product and features showcase and very good option to consider.

We hope that we have provided some useful content in this article and we will be proud and glad if you try one of these templates, give the best presentations and achieve the best results in your work. These templates are all wonderful and won’t require you much time and effort to prepare for your perfect presentation, as they are packed with features that rival those of the paid ones. Try them now and enjoy making the most beautiful and skillful presentation.

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• Boost engagement: Visuals, infographics, and captivating narratives keep your audience glued to their seats.
• Simplify complex data: Transform numbers and charts into easily understood stories, making your annual review accessible to everyone.
• Showcase your brand: Express your company's personality, values, and vision through design and tone.
• Build trust and confidence: A professional presentation demonstrates transparency, credibility, and a commitment to excellence.
• Sleek and Minimalist: Clean lines, modern fonts, and high-definition visuals let your data shine.
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• Book Model: Narrate your journey like a captivating story, chapter by chapter.
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• Free Slides Available: Start your journey with a selection of free templates.

We're here to help you!

Where can i find free annual report powerpoint templates.

Slide Egg offers a vast library of free and premium annual report templates for both PowerPoint and Google Slides. Browse our collection or use the search bar to find the perfect design for your needs.

What makes your annual report templates different?

Our templates are 100% editable, available in multiple formats and orientations, and come with royalty-free images. We offer a variety of styles to suit any brand or presentation style, from modern minimalist to data-driven dynamic.

Can I use your templates for my company's annual report?

Absolutely! Our templates are designed for businesses of all sizes to create professional and engaging annual reports. Simply download, customize, and present!

Do you offer any free templates?

We do! We have a selection of free annual report templates available for download.

How can I customize your templates?

Our templates are fully customizable. You can change the colors, fonts, layouts, and images to match your brand and presentation style. We also offer a variety of editable charts and graphs to help you visualize your data.

What file formats are your templates available in?

Our templates are available in both PowerPoint and Google Slides formats.

Can I use the images in your templates for my own purposes?

Yes! All of the images in our templates are royalty-free, so you can use them in your presentation without any copyright restrictions.

Annual Report Presentation Template

Prepare an engaging annual report presentation in half the time.

Trusted by 65M+ users and leading companies

About the Annual Report Presentation Template 

An Annual Report Presentation Template is a structured framework that you can use to quickly create your annual report presentation for shareholders.

So much information needs to be presented in an annual report. This is made easier thanks to this template and ready-to-customize graphics. All you need is your data, and you’ll be ready to customize the Annual Report Presentation Template to create your presentation in half the time.

What should be included in an annual report presentation? 

The specifics of what to include in an annual report presentation may vary depending on your industry and company size. Here’s a guideline to follow for most annual report presentations:

Background information : A thorough annual report presentation should explain the company’s vision. But it should also break down the strategic approach in place to achieve that vision.

Highlights and challenges : What were the biggest highlights of the year? What about the biggest wins? And what challenges did the company have to overcome? You can also include investor news, investor alerts, and other important information.

Financial section : The financial section is one of the most important parts of your annual report presentation. Make sure to include any data and financial statements about company performance, revenue breakdown, growth, charts and figures, and anything else shareholders need to know to get the full picture of the company’s financial year.

Future plans : What’s in store for the next few years? Wrap up every annual report presentation with financial projections, market and competitor analyses , and any other vital information about the future of the company.

Use your judgment to add any additional information you need to make your investor presentation feel complete.

Tips for delivering a successful annual report presentation 

An annual report presentation can significantly impact a company, so you should prepare it carefully before you present it to shareholders. Here’s how to deliver a well-structured annual report presentation.

Take advantage of graphics to showcase numbers: Annual report presentations contain a heavy amount of financial information. If you showcase this information either verbally or in large paragraphs of text, your audience may struggle to get what they need out of your presentation. Instead, use graphics and charts to present your most important numerical data in an easy-to-digest format. All members of your audience will understand your data at a glance instead of having to process complex sentences.

Use less text and more visuals : The saying ‘A picture is worth a thousand words’ is true, especially for annual report presentations. Too much text will weigh your slides down and take more time for your audience to digest your information. Your annual report presentation slides should be a visual aid to your spoken word, not a replacement. 

Showcase the benefits of investing in the company: The purpose of an annual report presentation is to keep shareholders informed and satisfied that their investment is safe with the company. Structure your presentation in a way that clearly explains why shareholders should hold their investment and also why they should continue to invest more into the company. 

Tell a story throughout the presentation : Data on its own can be a bit dry. Make your annual report more engaging by using your facts to tell a story. Stories have plots, characters, conflicts, themes, and settings. Position your shareholders as the protagonists and your competitors as the antagonists of your story. When you explain what’s in store for the future of the company, this should “resolve” the story and leave your audience with a sense of hope.

Tip: Make sure to practice your presentation before you present it to your audience.

How to use the Annual Report Presentation Template 

Miro’s digital workspace makes it easy for several people to collaborate on an annual report presentation at once. This is an important feature since you’ll likely need the input of more than one person to get the data you need.

To begin, select the template on this page and follow these steps to customize it for your annual report presentation:

Gather the data for your annual report: Before you start customizing the presentation, make sure to have all the data you need on hand. This will require quite a bit of work on your end. However, creating your presentation will be much easier if you have all your information in one place.

Create a rough outline: Don’t worry about making the details perfect yet. Start by creating frames on your board to outline your presentation. Frames will act as your slides when it’s time to present. You can easily drag and drop frames to change the order of the outline as you go.

Customize the Annual Report Presentation Template: Your template comes fully loaded with sample graphics and charts. Use your data to populate the template and change the colors, fonts, and other visual elements to fit with your company’s brand. 

Get internal feedback before the presentation : Invite stakeholders to your board to get feedback before you make your final edits. You can host a collaborative meeting to get live feedback.

Deliver the presentation using presentation mode : No need to export your frames — you can use Miro’s Presentation mode to present your annual report presentation without leaving your board. 

What is the most important section of an annual report presentation?

An annual report presentation should put shareholders’ minds at ease. Once your presentation is over, they should know their investment is safe with the company. That’s why the most important section of your presentation is information on whether the company made a profit or loss during the previous fiscal year — and how this impacts shareholders. If the company didn’t meet its goals, it’s important to also present a gap analysis. The company’s growth over the years is also important, as well as future plans for continuing that growth.

How do you start an annual report presentation?

To begin your annual report presentation, give an introduction to the company. Present the company’s founders and the note from the CEO, if you have one. This information will give context for what shareholders are about to see.

How do you end an annual report presentation?

Every annual report presentation should end with a roadmap for the future and any upcoming events. Leave your shareholders hopeful and excited for what lies ahead.

Get started with this template right now.

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Annual report design templates and tips: how to tell a great story with financial data in 2023

A memorable annual report needs a lot of time and effort. Do you recall the school report card and its purpose? It served as a reflection. It showed our academic performance during the year. Similarly, a company’s or organization’s performance report has to communicate this. It has to stand out in a clear, easy-to-understand annual report presentation of the company’s values, key business highlights, financial performance, revenue growth goals, and future developments.

Of course, we know how difficult and daunting listing, summarizing, and recording business operations and financial positions can be. That’s why we’ve created an ultimate guide with tips for writing an annual report. So, let’s dive in…

How to write an annual report

The secret to an excellent annual report is simple: just turn the information you include in the presentation into an engaging story utilizing all the available storytelling techniques. From writing content to designing, the tips on how to create an annual report you’ll find in this article will help you increase visibility and bring your annual report game to the next level.

Important steps to take:

Step 1: Decide on the key message

Highlighting your achievements and their impact in an annual report is a great idea. The target audience is interested in learning what you have accomplished so far and why you did it.

In fact, businesses can build credibility and establish lasting relationships with shareholders, investors, and customers by tying their activities and achievements to their mission statements.

Step 2: Structure the report

Choosing what to include and what to omit while creating a yearly report is one of the most challenging aspects of the process. It’s critical to plan the annual report structure and content.

The annual report should include a storyline that establishes the overall framework of the document and organizes the content around a narrative thread, in addition to the fundamental components like the introduction, chairperson’s letter, business profile, and financial statement. This makes it simpler to spot and remove content that does not advance the plot.

Write with clarity, precision, and unambiguity. Keep your tone impartial and professional throughout the entire document.

The annual report’s content must be transparent and truthful, so don’t exaggerate achievements or hide your losses.

Once the writing is done, proofread it for grammar, tone, and spelling.

Step 3: Use a captivating design

A business can utilize a well-designed report as a marketing tool if it is exciting and professional. That’s why readers should be able to scan the document to find the information they require quickly.

Here are some guidelines for an effective annual report design:

• Utilize headers and subheadings.
• Allow room for images, infographics, and other visuals.
• Keep the text brief and simple.
• Use a color palette and fonts that are consistent with your brand.
• Emphasize important areas using colored text bubbles, quotations, and captions.

Pro tip: Prepare in advance

Creating an annual report is a lengthy process requiring an orderly system for logging and tracking information, media clippings, images, and corporate accomplishments. Many businesses craft their annual reports in-house, while others prefer to employ a design agency to ensure their report is structured and designed in a professional way.

What’s included in an annual report?

An annual report is a financial document comprised of four sections covering the critical company’s aspects and appendages. The sections are as follows:

1. Management’s message

Management has a fantastic opportunity to interact with the company’s stakeholders through an annual report. Almost all yearly reports begin with a message from the company’s chairman, primary owner, or CEO, which provides an overview of the company’s challenges, successes, and insights into the growth during the previous year.

Next comes the table of contents.

2. Company profile

The company’s vision and mission statement, information on the directors, officers, registered and corporate offices, investor profiles, the products or services that the company offers, competitor profiles, and risk factors for the company are all included here.

This section can be decorated with team photos and staff testimonials.

3. Management discussion and analysis

The section gives a detailed summary of the company’s three-year performance and includes information about the following:

• Revenue growth
• Changes from past reports
• Profit margins
• Cash flow statement

New product launches, shifts in sales, and marketing can also be covered in this section. The other topics to include are new hires, company acquisitions, and other beneficial information.

4. Financial statements

The financial statements are the most crucial section of the annual report because they show how well the business has performed in the past, its capability to pay off debts, and its future growth plans. The following statements are included:

• Balance sheet
• Current stock prices
• Income statement
• Statement to shareholders
• Comparison as per financial trends (current vs. previous years)
• Grants distributed

The income statement lists the company’s earnings, expenses, and total sales. The balance sheet provides a quick overview of the company’s assets and liabilities. The cash flow statement contains data on cash inflows and outflows.

Additional notes are given regarding each financial component after the financial data. The balance sheet notes include information on capitalized leases and debt insurance. Notes to the cash flow statement usually cover tax payments.

In addition to the financial statements, data about the dividends paid can also be covered in this section.

Other elements to include are as follows:

• Account notes with accounting policy details
• Auditor’s comments on the company’s financials
• Forecasted income and expense disclaimers
• Infographics, photos, and success stories

Now that you know how to write an annual report and its main components, let’s move on to tips on designing an annual report.

Corporate annual report design best practices

1. create a visual hierarchy.

As soon as you get through the content writing phase, you need to consider how you will present the content. Even though chunks of text are unavoidable, given the nature of an annual report, you can separate them with the layout to improve comprehension.

Pro tip: Break up content with white spaces

While the annual report’s design direction prioritizes a minimalist approach, you can employ the same style on specific pages where written content can be condensed and fit inside your visual hierarchy.

2. Choose the right typography

Next, you need to select the appropriate typography based on the report’s context. Despite how insignificant it may seem, the font can have an impact on the readability, design, and even the readers’ mood.

Here’s an example:

Pro tip: Look at the design of your company annual report PowerPoint presentation. Does it evoke positive emotions? If not, it’s time to change the font.

3. Give section breaks

Before each part, give an overview with critical points and stats (using visuals, of course). Not everyone has the time to go through a lengthy report, and most people only skim through them.

By providing a summary, you make sure that people remember your message.

Pro tip: Remember, less is more. Try to condense data to the essentials, not overcrowd slides, as they will look busy and be difficult to read.

4. Add status marks to lists

The use of a consistent icon set can help express the achievement of goals in the most appealing way.

5. Pay special attention to visuals

The visuals you use to communicate your story and present your financial data are just as important as the written words. Similarly to fonts, your choice of infographics, images, and colors will impact how the reader interprets the content.

Some good examples to follow:

Pro tip: Make sure the design of your annual report ppt is in line with your brand and reflects your visual identity.

6. Replace table content with text in shapes

A PowerPoint shape can help make tables look better and easier to edit as you create annual report.

7. Be creative

Experiment with layout, include delightful photos or tidbits, and don’t be shy to move past traditional design boundaries to make your annual report truly memorable.

Some awesome examples to follow:

• Warby Parker’s 2013 annual report
• Flywheel’s 2015 Year in Review

Wrapping up

While that’s quite a lot of information to keep in mind, these content writing and annual report design tips can serve as a reference for you anytime you run into problems with your report’s creation, so don’t hesitate to bookmark this page.

And if you need help bringing your story to life, our creative team will gladly handle it for you. Simply drop us a message or call +1 (347) 464 59 57.

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Create the Perfect Annual Report Presentation with Annual Report Template

Anuj Malhotra

An annual report is an in-depth report on company's financial performance over the last year and future expectations. Published annually, annual reports are sent to company's shareholders. They can also be created for other interested parties such as employees, suppliers, and the public at large.

There can be many benefits to creating an annual report:

• Inspires confidence in the current shareholders that the business in which they have invested is performing well
• It can help raise money from potential investors and venture capitalists. Investors are always looking for profitable businesses  
• If you are undertaking corporate social responsibility (CSR) activities and supporting local groups, the annual report containing report of these activities can enhance your company's reputation
• It can help you earn trust from customers and cement your relationship with them
• It can motivate employees as they can see the value of their efforts. If employees are shareholders, the profit statement can reassure them that they took the right decision.
• It keeps you legally safe as it is a legal requirement for publicly held companies
• It helps you acquire loans or professional services with ease as they often ask for it

Annual Report Structure: Simple, Professional Annual Report Template

The audience you are writing an annual report for will determine its structure but more or less, all annual reports follow a similar format. Since the primary audiences are shareholders and investors, we are sharing annual report PowerPoint template for the same. It can, however, be used for creating annual report presentations for other audiences as well. Here is the right way to go about it:

Part 1 of Annual Report: Overview of Company

The first few slides of your annual report should describe what your business does, a brief history and your products and services so that new readers can become well acquainted with your business. So, you should include slides on:

Company Description

What does your company do? What industry and customers does it cater to? Are there any noteworthy achievements to your credit? When did it come into existence? Where are your offices located? Throw light on these in your company introduction slide.

Download Company Introduction Template (Slide 4 of Complete Deck)

Founders of the Company

Your audience should know who the brainchild of the company was or were? Give a face to your faceless company and help people connect with your organization as a living entity rather than a brick and mortar building.

Letter from the CEO / Chairman’s Message / Letter to Shareholders

You can give any title here but it’s a must that you include a slide on the message by the CEO since it is widely read. Keep it short if you are presenting it in person. It can be lengthy if the presentation is to be read at leisure. The message is an upbeat summary of the company’s financial performance over the last year and company’s goals and prospects for the future.   

Download Chairman Message Slide (Slide 6 of 60)

Vision Mission Values

Share your business mission and vision with the audience. Mission focuses on the present while vision on the future. Make the audience a shared partner in your vision.

Also highlight the corporate values that guide you in your day-to-day operations. It helps you earn audience’s respect and admiration.

Download Mission Vision Values Template (Slide 8-11 of Complete Deck)

Company’s Historical Timeline & Achievements

How far has your business come since its inception? What were the key achievements along the way? Present your visual story through a timeline.

Product Portfolio

List out your product line so that the shareholders and other parties can see your business diversification efforts. You can also share new product developments which inspires confidence in your businesses’ potential to grow in the market and make fortunes.

World Economic Outlook

If you have a global market, map it out showcasing the most profitable markets for you. You can even share an estimate of how you plan to increase market share in these countries over the next two or three years.

Download World Economic Outlook Map (Slide 20 of 60)

Part 2 of Annual Report: Financial Statement

Financial Highlights

Provide an overview of your company’s financial performance over the last 3 years or more. You can show your profit graph rising from the last 10 years to sum up your growth in one line chart before the investors. Highlight your total sales, operating income, operating expenses, and net income.

You can also present a market trend report showing the trends that influenced your overall revenue and growth. You can highlight the top industries and their contribution in your revenue.  

Download Financial Highlights Template (Slide 24-26 of Complete Deck)

Sales Highlights

Summarize the results of your sales initiatives over the year. Present sales recorded each quarter or month. Highlight the loss-won deals. You would obviously present the win deals more prominently to show your ability to bag big projects or customers. You can also list out the top 5 customers or deals that you acquired in the past year and the sales amount generated from each.

EBITDA Highlights

Earnings before interest, tax, depreciation and amortization (EBITDA) is a measure of company's performance without having to consider financial and accounting decisions. It can also be calculated by taking the net income and adding to it interest, taxes, depreciation, and amortization. Besides showing EBITDA, the investors are also interested in knowing the company's EBITDA margin to show how effective your cost-cutting strategies were. If your EBITDA margin is growing over the years, that's a positive sign for the investors as your operating expenses are decreasing in relation to the total revenue.

Download EBITDA Trend (Slide 29 of 60)

Profit After Tax (PAT) Highlights

Profit After Tax (PAT) is another measure to depict the financial health of a company. As the name says, Profit After Tax is the total amount that a business earns after deducting all tax from it. It is also useful to provide the PAT margin to shareholders so that they can analyze how much a company actually earns. It is calculated by dividing net income by net sales.

Book Value Per Share (BVPS)

Book value per share refers to the accounting value of a single share of company's stock. Book value is calculated by totalling the company's assets minus intangible assets and liabilities. Investors can get a rough estimate of the true value of a company using this financial measure.

Dividend Per Share (DPS)

This is a very important slide for shareholders. Dividend per share refers to the total dividend or earnings a company paid to its shareholders per share over the last 12 months. If this keep rising with each year, it signals that the company is growing. If last year, the company paid a dividend 70 cents per share and this year paid $1.20 per share, it means the company earned more and therefore shared more profits with shareholder. If it declined even though your company performed well, you need to assure investors why you shared less profits with them. For instance, you might have invested in a new product.

Earnings Per Share (EPS)

This is another measure of company’s profitability. Earning per share, also called net income per share, indicates the net income earned per share of stock outstanding. This helps shareholders know the profitability of a company per share of its stock.

Development in Past 10 Years

Compare financial performance of your business over the last few years. Compare net sales, EBITDA margin, PAT margin, net fixed assets, current assets, current liabilities, earnings per share, dividend per share, and other financial measurements that we discussed above.

Download Financial Performance Comparison (Slide 39,40 of Complete Deck)

Balance Sheet

Balance sheet, income statement and cash-flow statement are the three main financial statements. Balance sheet shows a company's assets and liabilities. It comprises of assets, liabilities and owners equity. Through this, shareholders can see how assets are being utilized and financed.

Download the Balance Sheet Template

Download this Editable Balance Sheet Slide

Income Statement

The income statement is also called the profit and loss statement and shows the company’s income and expenses over the quarter or the fiscal year. Income statement helps investors see if the company is making a profit or a loss and check the revenues, costs and expenses over the period.

Cash-flow Statements

The cash-flow statement shows how much the company spent on operations, investment and financing activities. This helps investors see how efficiently company is managing its cash and thus decide on further investment in the company.

Download Cash-Flow Statement Sample Slide

Part 3 of Annual Report: Future Roadmap

Writing an annual report is definitely a beneficial exercise. It is a useful marketing tool to raise money from investors and win the confidence of customers and other audiences. Creating it, however, can take hours or even days. That is why, we have prepared a ready-to-use annual report PowerPoint template so that you can present a visually engaging report to shareholders and make the most out of your annual report presentation.

Download the Complete Annual Report Presentation

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Home PowerPoint Templates Business PowerPoint Templates Annual Report Template for PowerPoint

Annual Report Template for PowerPoint

Annual Report Template for PowerPoint – By definition an annual report is a comprehensive report on an organization’s activities along the previous year. The intention of the Annual reports is to provide shareholders and stakeholders a set of information about the organization’s activities and finance performance.

Many organizations are required to deliver and disclose annual reports as part of the regulatory framework. One example are all the public companies (companies under the stock exchange). Some organizations are even required to deliver reports more frequently (for example, every quarter).

In commercial organizations, Annual reports are tied together with the Business Review Report  so interested audiences can review activities in more detail and grouped by affinity (as operations, sales,marketing, etc.)

The annual report powerpoint templates provides a comprehensive set of slides designed to walk through the annual report during a presentation or board meeting. The main sections covered include:

• Splash Page – Decorated with a dark background and professional PowerPoint Icons.
• Quote Slide – The annual report should be summarized in a quote, generally the organization’s vision.
• Index Slide – Include the high level sections of the annual report being described.
• Our Chairman’s Speech (two versions) – CEO and Chairman of the board generally introduce the annual report with the success cases and challenges over the year in order to give an executive summary.
• Board of Directors – Shareholders always want to know who is running the company, introducing the board or the people leading the meeting is very important.
• Organizational Chart (two org chart versions) – An overview of the top management levels.
• About the Company – Generally describes the company object.
• Vision and Mission – Traditional Strategy statements that drive the organization’s plans and actions.
• Company Statement – Introductory paragraph to the company’s activities ran during the year.
• Our Statistics – Two Tiles showing macro numbers. The presenter can adapt the charts to their own values and KPI’s just using the charting features of PowerPoint.
• Our Management Team – Present the team responsible for the execution.
• Our Services – Brief Description of the organization’s main services. Can be replaced with “Our Products” if needed.
• Key Figures – A couple of slide to drill down in the metrics used to measure goal achievements and progress.
• Global Business – In case the organization is globally distributed, some key information can be presented depending on regions or markets.
• Total Expenses – Top three expenses groups affecting the bottom line.
• Total Assets – Description of the tangible and intangible assets of the organization.
• Total Liabilities – Description of current liabilities of the organization.
• Audit Report and Financial Report – Tables describing the financial performance of the organization.

All the slides are 100% editable; the user can adapt the presentation theme to its own colors and backgrounds, and the template will automatically react, updating all slides. All shapes and icons are created as PowerPoint shapes, providing high visual quality in any screen, aspect ratio and resolution.

Impress your shareholders with this professional annual report template for powerpoint; create presentations that appeal to global audiences.

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What is an annual report definitions, requirements and examples.

You want to impress shareholders, attract more investors, highlight your brand, engage your employees, or just file a report with the Securities and Exchange Commission (SEC). You need an annual report - but exactly what is an annual report? 

But today, businesses and organizations create many different types of annual reports. Each type of annual report out there is designed with a very specific end goal in mind. 

If that’s what you want to learn about - you’re in the right place. 

To help you understand the world of annual reports, this post looks at everything you need to know about them - what they are, the different types, what goes into them, who reads them and how to create them. The post is broken down into the following sections. If you’d like to learn about something specific, click on a link to jump ahead. 

• What is an annual report?
• What is included in an annual report?
• Who reads an annual report?
• What is the easiest way to create an annual report?
• How do you summarize an annual report?
• How do you create an attractive annual report?

If you want to check out our annual report templates to get a sense of what they look like and get design ideas, just visit our annual report templates page. 

see all annual report templates

1. What is an annual report?

A traditional annual report is an in-depth, comprehensive overview of a business’s achievements and financial statements from the preceding year. It is produced on a yearly basis, and provided to shareholders, investors, stakeholders and others to inform them of the organization’s overall performance, financial status, and vision for the future.

Today, annual reports are often used as marketing tools for organizations to impress shareholders, investors, or donors; attract new ones; and to showcase their brand to employees, clients and others.  

This example of an annual report design makes use of friendly, illustrated icons and bright colors to liven up very dry content. Not only is it more engaging to read, the organization’s branding jumps right off the page.

get this annual report template

Companies like Mailchimp regularly publish creative annual year-in-review reports , always outdoing their previous designs.

These types of annual reports are well-designed, fun, and engaging. They share information in a way that’s exciting and easy to understand, and serve as great branding assets. These types of annual reports can also be referred to as ‘year-in-review’ reports, highlighting major milestones for that year. This isn’t just something businesses do, either. Nonprofit organizations consistently promote their cause and the impact of their organizations. Annual reports, year-in-review reports, or impact reports that highlight the past year’s achievements are all staple nonprofit marketing  tactics to gain donors and supporters. 

Just take a look at this pages out of  Novozymes  annual report. 

This is an annual report you can actually enjoy reading . The visuals are fun, engaging, informative and reflect the uniqueness of the Novozyme brand. The simple and attractive design is super helpful, since it helps us understand pretty complex information. 

2. What is included in an annual report?  

A typical annual report for a public company must have the following sections: 

• A letter from the CEO
• Corporate financial data
• Operations and impact
• Market segment information
• Plans for new products
• Subsidiary activities
• Research and development activities 

These are the barebones expectations for an annual report. Of course, depending on the size of your organization or type of organization, your annual report can range anywhere from 20 pages to 200. 

Keep in mind, actual human beings read your annual report. It doesn’t just get filed away in a dusty government basement, never to be seen again. Making it easy to read and review is essential in helping people understand your annual report’s findings and how your business is performing. 

So on top of those individual sections, it helps to include things like: 

• A cover page
• A table of contents
• Mission and vision statement
• Charts, graphs and tables
• CSR initiatives
• An afterword
• A glossary 

These are two examples of reader-friendly annual report designs.   

Year end annual report template

This year end annual report template uses a color palette that pops, quality stock photos, and organized tables to  visualize financial data and performance metrics. It includes a brief introduction and a table of contents. 

Get this year end report template

Simple nonprofit annual report template

This nonprofit annual report reduces the use of text, and relies more on visuals, icons and charts to communicate data and figures. 

Get this nonprofit annual report template

Ultimately, you decide how much information to include in your annual report, on top of what’s required. The best way to decide what to include, and how you present your annual report, is to consider the audience you’re creating an annual report for. 

3. Who reads an annual report?

An annual report’s primary audience is your shareholders. These people have a legal right to know how your company is performing, how it is changing, what it has planned for the future and other facets of its operations. 

But shareholders aren’t the only people with an interest in your company’s performance, its products, its projects, and plans for the future. More often, businesses use annual reports to present the organization’s brand as a whole. Your business’s vision for the future, its values and ideals, its social initiatives, its ambitions are all things that shareholders, as well as investors, employees, customers, donors (if you’re a nonprofit) business journalists and many others will take an interest in. 

Annual reports for your staff

Annual reports are great ways for employees to learn more about your business and the brand. They can go through an annual report to see what other projects and initiatives the company has invested in. This is helpful for large businesses with hundreds or thousands of employees.

According to the most recent HR trends , employees care more than ever about employer branding and values. Take a look at the information highlighted in the sharply designed  Roche Annual Report .

Among other things, this annual report highlights the value placed on the hard work of employees, teams and entire departments that have helped a business succeed. 

In many instances, employees are shareholders within the company and they’re just as interested in how the company is performing. It’s another way to reinforce the value of their work, by showing how their team or department has helped the company to grow. 

In the case of nonprofit organizations, annual reports help staff understand the impact of their hard work in the community. 

Annual reports for your customers

Findings from Accenture Strategy’s global survey found that customers care deeply about the values and behaviors of major brands . Millennials and Gen-Zers in particular care most about brands driven by a purpose other than profit. According to the survey, nearly 40% of respondents stated they would stop purchasing from brands that appear socially irresponsible or ethically questionable. 

You can see in this  L’Oreal Annual Report , there are sections dedicated to their ethics and values. 

Annual reports allow for a brand to present itself in the best light possible. Businesses can demonstrate the values that set them apart from competitors. They can talk about the types of suppliers and manufacturers they work with, how materials are sourced, the quality of their products, the well-being of their employees, their impact on the environment and more. 

Nonprofit annual reports for donors

Nonprofit annual reports are testaments to all the money received and hard work that nonprofit organizations have done throughout the year. I’d argue they’re absolutely essential to a nonprofit. 

Nonprofit annual reports demonstrate how the support from donors has helped to change people’s lives. After all, donors aren’t purchasing products the way customers do, what they’re “purchasing” is a social good that they want others to receive. 

Annual reports highlight exactly how people’s lives are being transformed for the better. Check out the 2018 annual report from Girls Who Code . 

Not only do they share the tremendous impact of the organization which donors want to know about - they do it in a visually creative, engaging way.

A nonprofit annual report highlights your organization’s successes, it provides some feel-good fulfillment to your staff who can look back at the fruits of their hard work, and donors know their money is being put to great use. 

A nonprofit annual report also helps you make an appeal for more donations, bigger donations, grow your paid staff, and win over more volunteers for the coming year.

4. How do you summarize an annual report?

There are two simple ways to summarize an annual report. You can create an annual report infographic, or an annual report presentation. Both are great ways to share dense data and information in a way that’s manageable for your audience. 

Annual report infographics 

Let’s start with the annual report infographic. The advantage here is that you let the data tell the story. Rather than provide pages of analysis, visualize your data through charts, graphs, and icons. Take a look at this simple shareholder report infographic: 

GET THIS ANNUAL REPORT INFOGRAPHIC TEMPLATE

The infographic focuses on a single data point. There may be layers of information that explain how that figure was determined, but this summary is practical and direct. For a more detailed report, create a long-form infographic report, by adding multiple sections that highlight individual data points. 

You can use a layout like this annual report infographic: 

get this infographic nonprofit report template

The use of text is minimal. The numbers and data tell the readers everything about the impact of the organization and how it has performed. This is an effective way to share relevant and valuable performance insights with shareholders, investors, or donors. 

see all infographic templates

Annual report presentations

An alternate approach to summarizing an annual report is to create annual report presentation slides . You can share the slide deck on its own, or help it guide your presentation on key findings in your company’s complete annual report. 

This simple annual report presentation deck dives right into the content. It’s a great example of how to break up data and make information easily digestible. 

GET THIS ANNUAL REPORT PRESENTATION

Note how the large headings tell the audience exactly what each slide is focused on. Key findings are also highlighted on each slide, to complement the data the charts/graphs show. 

If you expect a lengthier presentation slide, include an agenda or overview of your annual report presentation. This lets people know what you’ll be covering and how far along in your presentation you are. 

The key to presenting is letting your audience know where they are in your presentation. Are you only halfway through or three quarters of the way done? Even with a summary, preparing your audience helps to keep them engaged, rather than distracted. 

Our templates library has an attractive range of annual report presentation templates. Interested in designing your own? Check out our annual report presentation templates page.

SEE ALL BUSINESS PRESENTATION TEMPLATES

5. What is the easiest way to create an annual report?

As you’ve seen from the actual annual report examples I shared, and our annual report templates, annual reports are packed with a ton of content - text, visuals, charts, financial figures and more. 

Hiring a design agency to design your annual report is one option. The cost for a professionally-designed annual report ranges anywhere from $5,000 to $12,000, and then depending on the types of visuals you need, even more. 

Keep in mind, you’ll still need to pull all the content and data together yourself. 

To save your organization time and money, without compromising on design, a professional annual report template is the way to go . You can visit Venngage’s annual report templates page today, browse hundreds of unique designs for a number of industries, and use preset layouts and design styles to format your content. 

Customizing the templates is straightforward and doesn’t require any design experience. The Venngage editor is a drag-and-drop tool that’s simple to use. With it you can do a number of things like: 

• Apply your branding through Venngage’s My Brand Kit , which includes your organization logo, brand colors and brand fonts
• Use chart and graph widgets to visualize financial data, trends, statistics and more
• Add beautiful icons that really elevate your annual report design
• Apply high-quality stock photos directly from Pixabay and Unsplash (or upload your own professional images). 

6. How do you create an attractive annual report?

Why does the design of an annual report matter? Those who are interested in the information will take the time to read it, won’t they? 

Sure, but they might not understand everything you’ve tried to communicate. Keep in mind, you’re sharing tons of data and ideas. If it’s boring and dry, investors might just take a nap instead. 

I also mentioned that annual reports are a way to present your brand, and that employees and customers alike would be potential readers. How you present your organization influences their opinion of you, your values, what you’re all about and all the data you’ve packed in. 

Captivating, engaging design provides your many different readers with an enjoyable experience, and helps them walk away with your annual report’s key takeaways. So below, I'll share a handful of annual report design best practices for you to keep in mind. 

• Create a high-impact annual report cover page with large images

The cover of your annual report should grab, and hold, the attention of your readers. This can be hard to achieve without the help of a professional designer.

The workaround?

Use large, high quality images as the focal point of your cover page for a bold, eye-catching effect.

In this annual report example, bright blocks of color are combined with a full-page image to create a simple, yet striking design.

GET THIS TEMPLATE

Cover images should not be used purely for decoration. They should tell your customers, stakeholders, and employees something about the culture or values of your organization.

Use cover photos to set the tone for the report and to convey the company spirit that you’d like to project to your readers.

Does your company focus on positive customer experiences?

On company culture?

On high quality, professional products?

Take a look at how each of the companies below uses cover images to project their own, unique narrative focus. Nestle is focused on customer experiences, GE is focused on their employees, and Thermo Fischer Scientific is all about the product:

Source high quality images for a professional touch.

Using low quality or pixelated images can make the report look amateur and reflect poorly on your company or organization.

If you’re going to go with a full-page cover image, it’s worth investing in a professional photographer to take photos of real employees or customers, like L’Oreal has done for their annual report:

Otherwise, try to source high-resolution images from respected sites like Unsplash or Pixabay . You can access Unsplash and Pixabay's complete stock photo library in Venngage's editor as well. 

• Choose the right charts for your annual report metrics

Annual reports are all about the numbers, meaning that a key ingredient of creating an effective annual report is choosing the right chart for each metric .

There are a few types metrics found in most annual reports, including:

• Financial highlights (revenue, earnings per share, growth, profit margin)
• Month by month financial trends
• Sales breakdown by market and by product
• Year over year financial performance

The type of data you are visualizing should determine what type of chart you use. Let’s review the best visualization types for each type of metric.

Use “big number” charts to summarize financial highlights.

The financial highlights section of an annual report should summarize the most important facts and figures of the year simply and concisely.

The easiest way to show this assortment of different metrics in a small space is to simply write out those numbers in big, bold text. We call this type of visualization a “big number” chart.

In a big number chart, the size of each number should vary based on its importance, as shown in Concho Resources’ 2017 annual report :

As you can see in the example below, big number charts communicate key metrics quickly, clearly, and with impact.

CREATE THIS REPORT TEMPLATE

Use line charts to display monthly trends.

Line charts are the standard display for tracking changes over time, which is essential in an annual report. Investors and shareholders will want to see month by month trends for all sorts of financial metrics, including sales, profits, margins, and share earnings.

Line charts are perfect for comparing and contrasting sales trends across competitors, as seen in this annual report example:

As seen in Adidas’ 2016 annual report, line charts are particularly useful for tracking the growth of share prices over time (compared to market indices):

Use stacked bar or donut charts to show market composition.

Another core component of the finances section of an annual report is market segmentation, which shows the breakdown of annual sales into different categories.

You might break down your sales by geographic region, by product category, by customer profile...whatever helps your business identify opportunities for growth and improvement.

Traditionally, sales breakdowns are visualized with pie or donut charts, a standard method for showing part-to-whole relationships.

Pie charts, while intuitive to read, are notoriously poor data visualization tools. Most people struggle to distinguish between the size of similar pie segments at a glance.

A better choice would be a stacked bar chart, seen in the market segmentation report below.

Use grouped bar charts to compare year-over-year financial performance.

Year over year financial performance is of interest to many potential readers.

Investors, employees, and customers will all want to see how an organization’s current performance compares to that of previous years. It’s arguably the most important metric to be included in an annual report.

The most efficient method for visualizing year-over-year performance is with grouped bar charts, like these ones in GE’s 2017 annual report. The side-by-side bars emphasize the changes from one year to the next.

As seen above, it’s a good idea to use a highlight color to draw extra attention to the year of interest (2017, in this case).

• Use bold color accents to highlight key facts, quotes, and figures

Color should never be used simply for decoration in an annual report.

Although aesthetics should be a consideration, color should primarily be used to enhance communication--to clarify the information on the page.

As I just mentioned for the bar charts above, color can be used to highlight key information. It can be used to draw the reader’s attention to particularly important facts, figures, or data points in information-dense displays of text and data.

Check out how the yellow color is used to create visual contrast in this annual report example:

The contrast between the green background and the yellow highlight color draws attention to the most valuable bits of information: the data! The contrast creates points of visual focus, helping us make sense of the information on the page.

When creating your annual report, try to pick one highlight color and apply it to every key data point that you want your readers to pay attention to. The brighter, the better!

To learn more about using contrasting color schemes, check out this guide on how to use colors in infographics .

• Create a clear type hierarchy to make your annual report skimmable

Annual reports are typically quite information-heavy, with a great deal of technical information on each page.

To prevent your readers from getting lost (or worse: bored), it’s important to create a clear hierarchy of information on each page. This hierarchy will help your reader navigate through the report, allowing them to easily skim through to the most pertinent information.

You can create hierarchy by altering the size, weight, and placement of various elements. Headings should be larger than subheadings, key figures should be bolder than general body text, chart captions should be small and light, etc.

Check out how text hierarchy enhances the readability of the corporate performance annual report below. The titles and key numbers are styled in bold, black, large text, making them stand out from the rest of the page, while less pertinent text, like labels and captions, are smaller and more subtle:

When creating this visual hierarchy, it’s important to be mindful of the principles of typography. You don’t want the typography to distract from the content of the annual report.

Here are a few principles to keep in mind:

• Use a maximum of three different fonts to ensure the text is interesting but not chaotic.
• Use a stylized font for the header text and a minimal font for the body text.
• Use different font weights and styles to create contrast and draw the eye.

Want to learn more about typography for annual reports and infographics? Check out this guide on how to choose fonts .

• Create your annual report on a grid for a balanced page layout

I strongly suggest using a grid to format your annual report design.

Building off of an underlying grid framework will ensure consistency from page to page, while allowing you to experiment with different compositions (to keep your report interesting).

Using a grid can also help you create negative space, which is critical to great design. It gives the viewer time to process what they are seeing before moving on to the next section. Negative space is the core design component of most crisp, modern designs, like the one below:

• Focus on what’s important with a condensed one-pager annual report

Short, one page annual reports (also known as one-pagers) are gaining popularity as an alternative to extensive multi-page annual reports. These reports cover only the most important metrics, making it possible to grasp an organization’s performance at a glance.

One of the keys to a successful one page annual report is a simple color scheme. Pair neutral greys with a single bright highlight color for a sleek, cohesive look.

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Annual Report and Sustainability Report FY2022 | Nov 28, 2022

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Fourth-quarter results FY2022 | November 9, 2022

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First-quarter results FY2022 | Feb 3, 2022

J.p. morgan healthcare conference | jan 11, 2022, annual report and sustainability report fy2021 | nov 25, 2021.

Annual Report 2021

Annual Financial Statements of Siemens Healthineers AG, September 30, 2021 (HGB)

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Consensus for FY2022 - FY2025

• Link to Q2 analyst call recording (audio webcast)
• Presentation Q2 FY2021 - May 3, 2021 (pdf) 1.4 MB
• Quarterly Statement Q2 FY2021 - May 3, 2021 (pdf) 0.34 MB
• Half-Year Financial Report Q2 FY2021 - May 3, 2021 (pdf) 0.23 MB
• Healthineers post Q2 FY2021 Consensus for FY2021 - FY2024 - May 27, 2021 (xlsx) 0.1 MB

First-quarter results FY2021 I Feb 1, 2021

• Link to Q1 analyst call recording (audio webcast)
• Presentation Q1 FY2021 - Feb 1, 2021 (pdf) 0.78 MB
• Quarterly statement Q1 FY2021 - Feb 1, 2021 (pdf) 0.28 MB
• Healthineers post Q1 FY2021 Consensus for FY2021 - FY2024 - Feb 23, 2021 (xlsx) 0.1 MB

J.P. Morgan Healthcare Conference | Jan 13, 2021

• Presentation 'J.P. Morgan Healthcare Conference' (pdf) 1.36 MB

Berenberg European Conference | Dec 2, 2020

• Presentation (pdf) 1.26 MB

Kepler Cheuvreux Digital Diagnostics Day | Nov 24, 2020

• Presentation 'New levels of productivity and digitalization for the clinical lab' (pdf) 0.65 MB

Annual Report FY2020

• Annual Report 2020 including the consolidated financial statements and the combined management report of Siemens Healthineers AG and the Group as of September 30, 2020 (IFRS) – Nov 23, 2020 (pdf) (pdf) 1.62 MB
• Annual Financial Statements of Siemens Healthineers AG as of September 30, 2020 (HGB) – Nov 23, 2020 (pdf) (pdf) 0.63 MB
• Corporate Governance Statement in accordance with § 289f and § 315d German Commercial Code (HGB) – Nov 23, 2020 (pdf) (pdf) 22.85 MB

Virtual 'Meet-the-Management'-Event & Shape 21 Forum

• Link to ‚Shape 21‘ and ‚Meet-the-Management‘ event recording
• Meet-the-Management – November 17, 2020 (pdf) 1.72 MB

Fourth-quarter results and preliminary figures for FY2020

• Link to analyst call recording (audio webcast)
• Presentation Q4 FY2020 - Nov 2, 2020 (pdf) 1.05 MB
• Quarterly Statement Q4 FY2020 - Nov 2, 2020 (pdf) 0.34 MB
• Healthineers post Q4 FY2020 Consensus for FY2021 - FY2024 - Dec. 2, 2020 (xlsx) 0.1 MB

Siemens Healthineers plans to acquire Varian and published third-quarter results

• Link to analyst call recording (audio-webcast)
• Presentation Q3 FY2020 - Aug 2, 2020 (pdf) 2.46 MB
• Quarterly Statement Q3 FY2020 - Aug 2, 2020 (pdf) 0.18 MB
• Healthineers post Q3 FY2020 Consensus for FY2020 - FY2023 - Sept. 1, 2020 (xlsx) 0.1 MB
• Link to Q2 analyst call recording (audio-webcast)
• Presentation Q2 FY2020 - May 5, 2020 (pdf) 1.19 MB
• Quarterly Statement Q2 FY2020 - May 5, 2020 (pdf) 0.16 MB
• Half-Year Financial Report Q2 FY2020 - May 5, 2020 (pdf) 0.21 MB
• Healthineers post Q2 FY2020 Consensus for FY2020 - FY2023 - May 25, 2020 (xlsx) 0.1 MB
• Link to Q1 analyst call recording (audio-webcast)
• Presentation Q1 FY2020 - February 3, 2020 (pdf) 0.53 MB
• Quarterly Statement Q1 FY2020 - February 3, 2020 (pdf) 0.24 MB
• Healthineers post Q1 FY2020 Consensus for FY2020 - FY2023 - Feb 24, 2020 (Excel) (xlsx) 0.1 MB
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• MtM Setting the scene - December 10, 2019 (pdf) 1.87 MB
• MtM Imaging - December 10, 2019 (pdf) 1.34 MB
• MtM Diagnostics - December 10, 2019 (pdf) 0.85 MB
• MtM Advanced Therapies - December 10, 2019 (pdf) 2.57 MB

Annual Report FY2019 I Sep 30, 2019

• Annual Financial Statements of Siemens Healthineers AG as of September 30, 2019 (HGB) (pdf) 0.3 MB
• Annual Report 2019 including the consolidated financial statements and the combined management report of Siemens Healthineers AG and the Group as of September 30, 2019 (IFRS) (pdf) 1.45 MB
• Corporate Governance Statement in accordance with §§ 289f and 315d HGB (pdf) 22.55 MB
• Link to Q4 analyst call recording (audio webcast)
• Presentation Q4 FY2019 - November 4, 2019 (pdf) 0.49 MB
• Strategic and Financial Update - November 4, 2019 (pdf) 0.73 MB
• Earnings Release Q4 FY2019 - November 4, 2019 (pdf) 0.17 MB
• Presentation for analyst call (pdf) 0.54 MB
• Link to Q3 analyst call recording (audio webcast)
• Presentation Q3 FY2019 - July 29, 2019 (pdf) 0.96 MB
• Earnings Release Q3 FY2019 - July 29, 2019 (pdf) 0.16 MB
• Presentation Q2 FY2019 - May 2, 2019 (pdf) 0.81 MB
• Earnings Release Q2 FY2019 - May 2, 2019 (pdf) 0.28 MB
• Half-year financial report H1 FY2019 - May 2, 2019 (pdf) 0.2 MB
• Presentation Q1 FY2019 - January 29, 2019 (pdf) 0.69 MB
• Earnings Release Q1 FY2019 - January 29, 2019 (pdf) 0.27 MB

Annual Report FY2018 I Sep 30, 2018

• Annual Financial Statements of Siemens Healthineers AG 2018 (HGB) (pdf) 0.89 MB
• Annual Report 2018 including Consolidated Financial Statements for Siemens Healthineers Group, together with the Combined Management Report of Siemens Healthineers AG and the Siemens Healthineers Group, as of September 30, 2018 (IFRS) (pdf) 1.52 MB
• Corporate Governance Statement in accordance with §§ 289f and 315d HGB (pdf) 3.45 MB
• Presentation Q4 FY2018 - November 5, 2018 (pdf) 0.54 MB
• Earnings Release Q4 FY2018 - November 5, 2018 (pdf) 0.32 MB
• Presentation Q3 FY2018 - July 30, 2018 (pdf) 0.3 MB
• Earnings Release Q3 FY2018 - July 30, 2018 (pdf) 0.32 MB
• Presentation Q2 FY2018 - May 3, 2018 (pdf) 0.38 MB
• Earnings Release Q2 FY2018 - May 3, 2018 (pdf) 0.17 MB
• Half-year financial report H1 FY2018 - May 3, 2018 (pdf) 0.97 MB

First-quarter results FY2018 I Feb 1, 2018

• Presentation: "Q1 FY 2018 – Siemens Healthineers: Shaping the future of healthcare" - Feb. 1, 2018 (pdf) 0.19 MB
• Q1 FY2018 Condensed Combined Interim Financial Statements - Feb. 1, 2018 (pdf) 0.55 MB

Quarterly and full year key figures FY2017 according to IFRS15

• Quarterly and full year key figures FY2017according to IFRS15 - May 15, 2018 (pdf) 0.1 MB

Historical financial statements FY2015-2017

• Combined Financial Statements for the fiscal years ended September 30, 2017, 2016 and 2015 - Feb. 19, 2018 (pdf) 1.07 MB
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Annual Report

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Press Release

Altria holds 2024 annual meeting of shareholders; declares regular quarterly dividend of $0.98 per share.

RICHMOND, Va.--(BUSINESS WIRE)-- Altria Group, Inc. (Altria) (NYSE: MO) held our 2024 Annual Meeting of Shareholders (Annual Meeting) today. During the Annual Meeting, Billy Gifford, Altria’s Chief Executive Officer, provided brief remarks and addressed shareholder questions. A copy of the presentation and a replay of the webcast are available on www.altria.com .

The preliminary voting results from our shareholders at the Annual Meeting were as follows:

• elected to a one-year term each of the 10 nominees for our Board of Directors (Board) named in our 2024 Proxy Statement;
• ratified the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for 2024;
• approved, on an advisory basis, the compensation of our named executive officers; and
• did not approve two shareholder proposals.

Final voting results will be reported in a Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission.

Following the Annual Meeting, our Board declared a regular quarterly dividend of $0.98 per share, payable on July 10, 2024, to shareholders of record as of June 14, 2024. The ex-dividend date is June 14, 2024. Future dividend payments remain subject to the discretion of our Board.

We have a leading portfolio of tobacco products for U.S. tobacco consumers age 21+. Our Vision is to responsibly lead the transition of adult smokers to a smoke-free future (Vision). We are Moving Beyond Smoking ™, leading the way in moving adult smokers away from cigarettes by taking action to transition millions to potentially less harmful choices - believing it is a substantial opportunity for adult tobacco consumers, our businesses and society.

Our wholly owned subsidiaries include leading manufacturers of both combustible and smoke-free products. In combustibles, we own Philip Morris USA Inc. (PM USA), the most profitable U.S. cigarette manufacturer, and John Middleton Co. (Middleton), a leading U.S. cigar manufacturer. Our smoke-free portfolio includes ownership of U.S. Smokeless Tobacco Company LLC (USSTC), the leading global moist smokeless tobacco (MST) manufacturer, Helix Innovations LLC (Helix), a leading manufacturer of oral nicotine pouches, and NJOY, LLC (NJOY), currently the only e-vapor manufacturer to receive market authorizations from the U.S. Food and Drug Administration (FDA) for a pod-based e-vapor product.

Additionally, we have a majority-owned joint venture, Horizon Innovations LLC (Horizon), for the U.S. marketing and commercialization of heated tobacco stick products.

Our equity investments include Anheuser-Busch InBev SA/NV (ABI), the world’s largest brewer, and Cronos Group Inc. (Cronos), a leading Canadian cannabinoid company.

The brand portfolios of our operating companies include Marlboro ®, Black & Mild ®, Copenhagen ®, Skoal ®, on! ® and NJOY ®. Trademarks related to Altria referenced in this release are the property of Altria or our subsidiaries or are used with permission.

Learn more about Altria at www.altria.com and follow us on X (formerly known as Twitter), Facebook and LinkedIn.

Altria Client Services Investor Relations 804-484-8222

Altria Client Services Media Relations 804-484-8897

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B. Riley Financial to Report First Quarter 2024 Results on Wednesday May 15, 2024

Company to Present and Participate in Investor Meetings During 24th Annual B. Riley Institutional Investor Conference on May 22-23, 2024

LOS ANGELES , May 8, 2024 /PRNewswire/ -- B. Riley Financial, Inc. (Nasdaq: RILY) today announced it will release results for the first quarter ended March 31, 2024 after market close on Wednesday May 15, 2024 .

Bryant Riley , Chairman and Co-CEO, Tom Kelleher, Co-CEO, and Phillip Ahn , CFO and COO, will host a conference call followed by a question-and-answer session with analysts and investors at 4:30 p.m. Eastern ( 1:30 p.m. Pacific) on the same day.

Q1 2024 Earnings Call Details

Investors may access the conference call via the Company's investor relations website at  ir.brileyfin.com  under Events and Presentations. An audio recording will be made available for replay until May 29, 2024 .

24th Annual B. Riley Institutional Investor Conference In addition, Chairman and Co-CEO Bryant Riley is scheduled to participate in investor meetings and a fireside presentation during the 24th Annual B. Riley Institutional Investor Conference in Beverly Hills, CA on May 22 and 23, 2024.

Notice of Late Filing The Company anticipates filing a Form 12b-25 with the SEC to provide notice of the late filing of its Quarterly Report on Form 10-Q for the three months ended March 31, 2024 , with the delay due in large part to the dedication of time and resources expended by the Company to complete its 2023 Annual Report on Form 10-K which was filed on April 24, 2024 .

About B. Riley Financial B. Riley Financial is a diversified financial services platform that delivers tailored solutions to meet the strategic, operational, and capital needs of its clients and partners. B. Riley leverages cross-platform expertise to provide clients with full service, collaborative solutions at every stage of the business life cycle. Through its affiliated subsidiaries, B. Riley provides end-to-end financial services across investment banking, institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction, and liquidation services. B. Riley opportunistically invests to benefit its shareholders, and certain affiliates originate and underwrite senior secured loans for asset-rich companies. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates. For more information, please visit  www.brileyfin.com .

Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking statements. Forward-looking statements speak only as of the date they are made and the Company assumes no duty to update forward-looking statements, except as required by law. Actual future results, performance or achievements may differ materially from historical results or those anticipated depending on a variety of factors, some of which are beyond the control of the Company, including, but not limited to, the risks described from time to time in the Company's periodic filings with the SEC , including, without limitation, the risks described in the Company's 2023 Annual Report on Form 10-K under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" (as applicable). These factors should be considered carefully, and readers are cautioned not to place undue reliance on such forward-looking statements. All information is current as of the date this press release is issued, and the Company undertakes no duty to update this information.

SOURCE B. Riley Financial

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