Pureprofile Ltd. · ASX:PPL
Pureprofile — Investor Presentation (May 2023)
26 slides from Pureprofile's investor presentation, May 2, 2023
Slide 1: Q3 FY23 Investor Presentation
FY23 MAY 2023 Q3 Investor Presentation Presented by : Martin Filz - CEO Melinda Sheppard - CFO
Slide 2: Disclaimer
Disclaimer This document has been prepared by Pureprofile Limited (Pureprofile) and comprises written materials/slides for a presentation concerning Pureprofile. This is not a prospectus, disclosure document or offering document. This document is for information purposes only and does not constitute or
Slide 3: Pureprofile Today
Pureprofile SECTION ONE: Today 52% of kiwis spent less than usual at Easter time Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2023 Pureprofile
Slide 4: Corporate strategy update
// LOOKING FORWARD Corporate strategy update Closure of Pure.amplify Media Australia Following the closure of the UK Pure.amplify Media business in Q1, we have made the decision to close the Australian media business unit Given the current macroeconomic conditions this business unit has experienced
Slide 5: Our business
// PUREPROFILE TODAY Our business Providing consumer insights to help businesses make informed decisions and better media campaigns Why clients work with us What services we offer our clients How our business grows Our client value proposition Our divisions Our corporate strategy Global reach Data &
Slide 6: Clear corporate growth strategy
// PUREPROFILE TODAY 01: Global business 02: Technology Focus on building a stronger Accelerate our technology solutions global business, global - Client facing solutions panel and adding - Internal efficiency complementary data sources through strategic - SaaS partnerships Clear corporate growth stra
Slide 7: Our 3-stage strategy
// PUREPROFILE TODAY Our 3-stage strategy STAGE 1 Invest in people, panel & technology STAGE 3 Company restructure & recapitalisation ● Replicate successful Australian Data and Insights Overlay end-client facing technology business unit in new markets outside of Australia Restructure the company Pro
Slide 8: Pureprofile at a glance
Data & Insights Platform UK Mainland Europe Operations Hub USA Malaysia & Indonesia India Pureprofile at a glance Singapore Philippines 10 Offices globally $42.6m in revenue from repeat clients - 12 months to 31st March 803 clients globally 2023 (Q3 FY22 - $35.2m) 769 clients (ex Media) $38.7m in reven
Slide 9: People & Culture
People & SECTION TWO: Culture 75% of Brits have changed their spending habits due to the cost of living crisis Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2023 Pureprofile
Slide 10: Our strong people & culture focus
// OUR PEOPLE & CULTURE Our strong people & culture focus Gender diversity: Nationality & ethnicity: Executive Team Gender diversity: 50% Male 20 nationalities across the group 40% Male 50% Female 46 ethnic backgrounds 60% Female across the group Outcomes ● Higher client satisfaction ● Higher employ
Slide 11: Comprehensive employee benefits
// OUR PEOPLE & CULTURE Comprehensive Increased parental leave Annual life days Bonus annual leave employee for primary and secondary additional personal leave or for each year of service carers (according to tenure) ‘me days’ (capped at 5 days) benefits To ensure we remain an Annual wellness allowan
Slide 12: Financial Highlights
Financial SECTION THREE: Highlights 40% of Dutch consumers have recently switched to a budget supermarket Pureprofile (ASX: PPL) Pureprofile (ASX: PPL) Investor Investor Presentation Presentation //// Copyright Copyright©©2021 2023Pureprofile Pureprofile
Slide 13: Pure.amplify media - Closure of business unit
// LOOKING FORWARD Pure.amplify media - Closure of business unit Pure.amplify Media Australia is expected to contribute approximately $2.9m or only 6% of the Company's full year revenue in FY23 Pure.amplify Media (UK and Australia) are expected to negatively impact full year FY23 EBITDA (excl. signi
Slide 14: Continued growth into Q3 for core business
// FINANCIAL HIGHLIGHTS Results Q3 FY23 vs Q3 FY22 Continued growth into Revenue $10.3m 22% Q3 for core business EBITDA (excl. $1.0m 121% significant items) $10.3m revenue up 22% on pcp with growth across the core business units Data & Insights and SaaS platform Business Unit Revenues Q3 FY23 vs Q3 F
Slide 15: Consistent growth YTD for core business
// FINANCIAL HIGHLIGHTS Results YTD FY23 vs YTD FY22 Consistent growth YTD Revenue $32.5m 26% for core business EBITDA (excl. $3.3m 28% significant items) Year to-date revenue of $32.5m, up 26% on pcp with growth across Data & Insights and SaaS platform business units Business Unit Revenues YTD FY23
Slide 16: March YTD results (incl. Media)
// FINANCIAL HIGHLIGHTS Results Mar YTD FY23 vs Mar YTD FY22 Revenue $35.6m 15% March YTD results (incl. EBITDA (excl. Media) $3.0m (1%) significant items) Business Unit Revenues Mar YTD FY23 vs Mar YTD FY22 $35.6m revenue up 15% on pcp with growth across Data & Insights and SaaS platform business un
Slide 17: Q3 FY23 financial metrics (excl. discontinued businesses)
// FINANCIAL HIGHLIGHTS Q3 FY23 financial metrics (excl. discontinued businesses) Group Revenue $M Data & Insights APAC Revenue $M SaaS Revenue $M Data & Insights UK/EU/US $M Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 18: FY23 financial outlook
// FINANCIAL HIGHLIGHTS FY23 financial outlook Developing Financial guidance new partnerships (updated) Moving to profitability Operating cash flow positive ● Revised full year FY23 revenue ● Closure of unprofitable Pure.amplify ● Full year FY23 operating guidance: Media Australia business unit cashflow
Slide 19: Operating Highlights
Operating SECTION FOUR: Highlights Less than 20% of Brits believe the recent UK Strikes will achieve their goals Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2023 2022 Pureprofile
Slide 20: Operational Key Performance Indicators - Q3
// OPERATING HIGHLIGHTS Operational Key Performance 32% 35% YoY increase in revenue from regions YoY revenue growth from SaaS Indicators - Q3 outside of Australia, exceeding growth in Australia of 15% clients 12% 15% $42.6m YoY increase in average project in revenue coming from repeat YoY increase i
Slide 21: Some businesses that used our insights in Q3
// OPERATING HIGHLIGHTS ANZ UK & US EUROPE SE Asia Some businesses that used our insights in Q3 Pureprofile (ASX: PPL) Investor Presentation Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile Copyright © 2022 Pureprofile
Slide 22: Looking Forward
Looking SECTION SIX: Forward 40% of Aussies feel the royal family is outdated and no longer relevant Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2023 Pureprofile
Slide 23: Focus for the next 6 months
// LOOKING FORWARD Focus for the next 6 months ● Deliver full year financial guidance ● Onboard new Audience Builder clients ● Prudent management of expenses ● Increase operating cash flow from the core business operations ● Maintain consistent growth in core business Pureprofile (ASX: PPL) Investor Pr
Slide 24: FY24 Strategic priorities
// LOOKING FORWARD FY24 Strategic priorities Expansion of our ● Expansion into Indonesia, United Kingdom and United States Further expand our Audience builder partnership program in countries outside Australia global business ● ● Focus on improving operational efficiency People ● Support employee grow
Slide 25: Summary
// LOOKING FORWARD Summary Exited unprofitable media business to focus on core Data & Insights and SaaS platform businesses Focusing on EBITDA growth (excl. significant items) and moving towards profitability Positive Operating cash flow Highly loyal and satisfied employees and clients Capitalise on glob
Slide 26: Contact
// CONTACT Contact 263 Riley Street Surry Hills NSW 2010 Australia +61 2 9333 9700 info@pureprofile.com business.pureprofile.com This presentation has been authorised for release to the ASX by the Board of Directors. Martin Filz Melinda Sheppard Chief Executive Officer Chief Financial Officer martin@purep