Seek Limited · ASX:SEK

Seek — Macquarie Australia Conference 2017

34 slides from Seek's conference presentation, May 3, 2017

  1. Slide 1: SEEK Limited Macquarie Conference

    For personal use only SEEK Limited Macquarie Conference 3-May-2017

  2. Slide 2: SEEK is having a global impact improving people's lives

    SEEK is having a global impact improving people's lives across employment & education Our Purpose: To help people live more fulfilling and productive working lives and help organisations succeed oN2 Int tional F Employment nternationa Education 35+ MILLION 400+ MILLION 150k+ Monthly Visits Monthly V

  3. Slide 3: For personal use only

    • • • • • • • 3 For personal use only

  4. Slide 4: Size of market opportunity

    Size of market opportunity Phase 1 - 1997 (start of phase) Phase 2 - 2005 Market opportunity and stage of evolution Phase 3 Talent Sourcing/Placements Using product, tech and data to create efficiencies and insights to select the most candidate or Phase 3 - 2012 Phase 4 Human Capital Management Solv

  5. Slide 5: Total Shareholder Return

    For personal use only 1200 % 1000 % 779.8 % 800 % Total Shareholder Return 600 % 400 % 142.3 % 200 % 0% Apr-2005 Aug-2007 Jan-2010 May-2012 Oct-2014 Feb-2017 Seek ASX 200 5

  6. Slide 6: For personal use only

    For personal use only

  7. Slide 7: For personal use only

    • • • • • • • • For personal use only

  8. Slide 8: For personal use only

    For personal use only • 34.0% • • • • 5.4% 3.6% 2.3% • Professional networks Online classifieds Aggregators • • • 8

  9. Slide 9: Revenue growth 47% (H1 to H1 17)

    For personal use only Revenue growth 47% (H1 14 to H1 17) • • • 9

  10. Slide 10: For personal use only

    For personal use only

  11. Slide 11: For personal use only

    For personal use only A$m 650 550 450 • 350 250 • 150 50 (50) FY11 FY12 FY13 FY14 FY15 FY16 Revenue EBITDA •

  12. Slide 12: For personal use only

    For personal use only FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 Revenue EBITDA • • • • • 12

  13. Slide 13: Revenue Opportunity

    Revenue Opportunity $ For personal use only Time • • •

  14. Slide 14: International is underpenetrated in revenue terms relative to ANZ

    International is underpenetrated in revenue terms relative to ANZ and the opportunity is enormous Long-term illustrative Revenue Opportunity (A¢m] Key Insights GDP FY16 Revenue Rev Opp = . . . , (A$Bn]! Revenue —_ Opportunity FY16 Rev Given the size of International's Revenue Opportunity the right s

  15. Slide 15: For personal use only

    For personal use only RMB'm 1,550 • 1,350 • 1,150 950 750 550 350 150 (50) • (250) FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 • Rev EBITDA • • •

  16. Slide 16: For personal use only

    For personal use only 2008 2010 • 2011 2014 • 2015 • •

  17. Slide 17: For personal use only

    17 For personal use only • • • • •

  18. Slide 18: For personal use only

    18 • • • • • • • For personal use only

  19. Slide 19: Global collaboration will accelerate the evolution of our International businesses

    Global collaboration will accelerate the evolution of our International businesses Collaboration occurs in four main ways => Shani Ensure best practices, opportunities and insights 322 Knowledge rapidly flow across the group Establish shared expert teams to build critical mass Shari aring in terms o

  20. Slide 20: Case Study - Global Collaboration

    Case Study - Global Collaboration Company Reviews: What is it like to work at a particular company? SEEK’s Company Reviews How was it built? 1011 Seng SP Stoche * Global Delivery Pod in SE Asia: highly skilled team Code ES UME Knowledge of c20 people building & operating shared code * Rolled out in

  21. Slide 21: For personal use only

    For personal use only

  22. Slide 22: For personal use only

    22 For personal use only • • • • • • • •

  23. Slide 23: For personal use only

    For personal use only 10,000 • 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 (12/13) (12/13) (12/13) (13/14) (13/14) (13/14) (14/15) (14/15) (14/15) (15/16) (15/16) (15/16) (16/17) (16/17) (16/17) • • • • • • 23

  24. Slide 24: Scaling up our new SEEK Learning education business

    We are also working on scaling up our new SEEK Learning education business * New education business will address a large unmet need for independent education and career insights ¢ The new business will have two main services: 1. Online: Similar to a “trip advisor” for education courses and providers

  25. Slide 25: For personal use only

    For personal use only

  26. Slide 26: Investing in early stage ventures

    SEEK is planting the seeds for future growth by investing in early stage ventures As we continue to grow in talent sourcing, human capital management and education we see many large and complex problems that are currently unresolved Many of these problems can be solved by our internal capabilities *

  27. Slide 27: For personal use only

    27 For personal use only • • • • • • • • • • • • • • • • •

  28. Slide 28: For personal use only

    For personal use only

  29. Slide 29: Pleased to re-affirm FY17 guidance

    Pleased to re-affirm FY17 guidance SEEK Re-affirms FY17 NPAT quidance fexcluding significant items] » Reported NPAT of approximately A$220m before deducting investments in early stage growth options of approximately A$25m 29 ] seek

  30. Slide 30: SEEK is well positioned to grow long-term shareholder value

    SEEK is well positioned to grow long-term shareholder value ANZ’s evolution and strong results from re-investment augurs well for International Right strategy is to continue investing in ANZ and SEEK International * ANZ is the most evolved but still under-penetrated in talent sourcing * Logic to rei

  31. Slide 31: For personal use only

    For personal use only

  32. Slide 32: Financial Overview of SEEK

    Financial Overview of SEEK Financial Results A$m SEEK Group FY12 FY13 FY14 FY15 FY16 CAGR [4 Yr) Reported Revenue 442.3, 620.2 7564 858.4 950.4 21% Reported EBITDA 193.6 239.6 308.5 348.9 366.7 17% Underlying NPAT 130.2 141.1 179.7. 193.0 198.1 11% (Excl Sign items & Early Stage Ventures) Share Pric

  33. Slide 33: Disclaimer

    33 Disclaimer The material in this presentation has been prepared by SEEK Limited ABN 46 080 075 314 ("SEEK") and is general background information about SEEK’s activities current as at the date of this presentation. The information is given in summary form and does not purport to be complete. In pa

  34. Slide 34: For personal use only

    a ® © WV) Ajuo sn jeuosied JO3

SEEK — Macquarie Australia Conference 2017 on 6ix