Ive Group Ltd. · ASX:IGL
Ive — Bell Potter Emerging Leaders Conference 2023
18 slides from Ive's conference presentation, Sep 11, 2023
Slide 1: ASX Release: Bell Potter Emerging Leaders Conference Presentation
ASX RELEASE – IVE GROUP LIMITED (ASX:IGL) 11 September 2023 Bell Potter Emerging Leaders Conference Presentation IVE Group Limited (ASX: IGL) advises that Executive Chairman, Geoff Selig, will give the attached For personal use only presentation at the Bell Potter Emerging Leaders Conference which w
Slide 2: Bell Potter Emerging Leaders Conference
IVE Group Limited (ASX : IGL) Bell Potter Emerging Leaders Conference For personal use only 12 September 2023 idea execution
Slide 3: Disclaimer
Disclaimer No recommendation, offer, invitation or advice Disclaimer IVE disclaims any obligation or undertaking person, gives any representation, assurance or This presentation contains general information No representation or warranty, express or implied, to disseminate any updates or revisions to
Slide 4: Contents
Contents IVE’s integrated service offering 4 Our clients 5 Customer diversity and longevity 6 Underlying financial performance dashboard 7 For personal use only Business updates 8 Ovato acquisition and integration 9 Lasoo 10 Strategic initiatives 12 Expansion of Content Creation offering 13 Apparel
Slide 5: IVE's integrated service offering
IVE’s integrated service offering For personal use only Going further since 1921 4 IVE Group Limited — Bell Potter Emerging Leaders Conference
Slide 6: Our clients
Our clients For personal use only 5 IVE Group Limited — Bell Potter Emerging Leaders Conference
Slide 7: Customer diversity and longevity
Customer diversity and longevity Revenue concentration by customer1 Revenue sector analysis2 Relationship tenure of top 20 customers2 % Top 20 customers by revenue Top customer 8% Retail 46.6 1 2 White goods, electronics, 24.1 Top 2-5 customers 13% Other furniture, clothing 3 < Average relationship
Slide 8: Underlying financial performance dashboard
Underlying financial performance dashboard A strong full year performance and maiden contribution from Ovato acquisition REVENUE EBITDA NPAT EPS $967.4m $119.0m $39.7m 26.4c ↑ 27.5% on PCP ↑ 23.1% on PCP ↑ 19.8% on PCP ↑ 14.5% on PCP For personal use only MATERIAL PROFIT OPERATING CASH NET DEBT FULL
Slide 9: Business updates
Business updates For personal use only 8 IVE Group Limited — Bell Potter Emerging Leaders Conference
Slide 10: Ovato acquisition and integration
Business updates Ovato acquisition and integration > IVE completed the acquisition of Ovato, IVE’s primary > The revised integration timetable will result in competitor in catalogue and publications printing, on reduced operational risk and accelerated synergy 13 September 2022 emergence, however, t
Slide 11: Lasoo — leading e-Commerce marketplace for specials
Business updates Lasoo — leading e-Commerce marketplace for specials IVE spent $4.7m to completely redesign and rebuild the Lasoo platform > Following its successful launch in October 2022, Lasoo retailer onboarding momentum Lasoo sales split by category the new Lasoo platform continues to show stro
Slide 12: Brands now available to buy on special on Lasoo
Business updates Brands now available to buy on special on Lasoo For personal use only 11 IVE Group Limited — Bell Potter Emerging Leaders Conference
Slide 13: Strategic initiatives
Strategic initiatives idea For personal use only execution 12 IVE Group Limited — Bell Potter Emerging Leaders Conference
Slide 14: Expansion of Content Creation offering
Strategic initiatives Expansion of Content Creation offering Data & insights Creative & content production Omni-channel activation Origination Adaptation For personal use only Data Management Privacy & Security Creative Data Analytics Customer Segmentation CX Design Customer Journey Mapping Content
Slide 15: Apparel and uniforms
Strategic initiatives Apparel and uniforms > Having developed a garment sourcing component — In-house creative design resources; to IVE’s Premiums & Merchandising business, apparel and corporate uniforms was identified as a — Complements our established national natural and growing product adjacency
Slide 16: Packaging update
Strategic initiatives Packaging update > During 2022, the Group completed an in-depth > With current folded carton revenues of $10m p.a., analysis of the Australian packaging industry the segment further complements IVE’s existing printing and logistics capability, as well as > Key success indicator
Slide 17: Outlook and guidance
Outlook and guidance * Following two consecutive years of growth on all key financial metrics (EBITDA, NPAT & EPS), the Group is well placed to deliver healthy returns to shareholders over the year ahead. Notwithstanding prevailing economic uncertainty, we expect the core fundamentals of IVE will on
Slide 18: IVE Group Limited contact details
IVE Group Limited ABN 62 606 252 644 Level 3, 35 Clarence Street Sydney NSW 2000 ivegroup.com.au For personal use only Authorised by the IVE Board Contact: Tony Jackson Investor Relations tony.jackson@ivegroup.com.au +61 2 9089 8548 +61 410 499 043
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