Nzme Limited · NZX:NZM
Nzme — Craigs Investment Partners Presentation (December 2017)
10 slides from Nzme's conference presentation, Dec 6, 2017
Slide 1: Craigs Investment Partners Presentation
CRAIGS INVESTMENT PARTNERS PRESENTATION 6 DECEMBER 2017
Slide 2: Disclaimer
Disclaimer T he information in this presentation is of a general nature and does not constitute financial product advice, investment advice or any recommendation. Nothing in this presentation constitutes legal, financial, tax or other advice. This presentation constitutes summary information only, a
Slide 3: NZME's Transformation, Integration & Demerger
PRODUCT BRANDS NZME’s Transformation, Integration & Demerger CAPABILITIES E-COMMERCE EXPERIENTIAL ENT + CHA CONT NN ORE EL S C CREATIVE BRANDED CONTENT NEWS Listed on NZX Main Board and ASX on 27 June 2016. PRINT RADIO VIDEO Demerged from APN (now HT&E EVENTS Limited) on 29 June 2016. Transformed in
Slide 4: NZME's reach is growing
NZME’s reach is growing 82%1 of New Zealanders now read, watch, listen to, or otherwise engage with our brands NZME reaches: 85% 87% 74% of the of of the North Island1 Auckland1 South Island1 ▲ 1% YoY ▲ 1% YoY ▲ 11% YoY Our national and local presence allows us to offer advertisers broad access to t
Slide 5: FY16 Results Summary
NZME FY16 RESULTS SUMMARY STATUTORY NPAT TRADING REVENUE1 TRADING EBITDA1 $74.5m $407.4m $71.9m 74% FY15 $42.9m ▼ 6% FY15 $433.0m 0% FY15 $71.8m2 PRO FORMA NPAT1 PRO FORMA EPS1 $27.8m 14.2cps 1% FY15 $27.5m 6.0 FINAL DIVIDEND FULLY IMPUTED cps 3 Jase PAID ON 28 APRIL 2017 FULL YEAR DIVIDENDS 9.5cps
Slide 6: H1 Results Summary
NZME H1 17 Results Summary STATUTORY NPAT1 TRADING EBITDA2 TRADING NPAT2 $7.8m $28.2m $9.9m ▲ 1% H1 16 PRO FORMA2 $27.9m ▲ 1% H1 16 PRO FORMA2 $9.8m TRADING REVENUE2 TRADING EARNINGS PER SHARE2 INTERIM DIVIDEND FULLY IMPUTED3 $189.1m 5.0cps 3.5cps ▼ 3% H1 16 PRO FORMA2 $195.3m ▲ 1% H1 16 PRO FORMA2
Slide 7: H1 Market Comparables
NZME H1 17 Market Comparables (1) Pro forma Revenue is a non-GAAP measure that is explained and reconciled in the Half Year 2017 Results Presentation. (2) PwC NPA Quarterly Performance Comparison Report Q2 2017. (3) SMI New Zealand Agency Advertising Expenditure Report June 2017. (4) IAB / PWC New Z
Slide 8: H1 Achievements against Operational Priorities
NZME H1 17 Achievements against Operational Priorities 1. Audience growth 4% YoY to 3.3 million1 2. Print revenue decline slowed further 3. Radio revenue audience share growth achieved, agency growth continues 4. Digital revenue 20% YoY growth 5. Cost savings 4% YoY2 6. Talent developed leadership e
Slide 9: FY17 Priorities
NZME FY17 Priorities 1. Grow audience reach by leveraging Washington Post platform and tools to enhance audience analytics, content performance and advertising targetting 2. Continue to retain Print revenue by further innovating the print proposition and leveraging integrated sales 3. Return Radio r
Slide 10: Q&A
Q&A ZM’s Floating Music Festival, Taupo 2017 10
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