Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2011)
16 slides from Rea's shareholder meeting presentation, Nov 16, 2011
Slide 1: 2011 Annual General Meeting
REA Group Limited For personal use only 2011 Annual General Meeting 16 November 2011 www.rea-group.com Commercial in Confidence
Slide 2: Richard Freudenstein - Chair
REA Group Limited For personal use only 2011 Annual General Meeting Richard Freudenstein - Chair 16 November 2011 www.rea-group.com Commercial in Confidence
Slide 3: FY11 Financial Highlights
FY11 Financial Highlights Commercial in Confidence For personal use only • Revenue up 23% to $238.4 million • EBIT up 31% to $92.7million • NPAT up 37% to $67.5 million • Earnings Per Share up 36% to 53.1 cents
Slide 4: FY11 Financial Highlights
FY11 Financial Highlights Commercial in Confidence For personal use only
Slide 5: Greg Ellis - Managing Director & CEO
REA Group Limited For personal use only 2011 Annual General Meeting Greg Ellis - Managing Director & CEO 16 November 2011 www.rea-group.com Commercial in Confidence
Slide 6: FY11 Key Performance Highlights
FY11 Key Performance Highlights For personal use only (1) Continued Profitable Growth REA O verperformance of ASX 200 Index 300,000 45% 150 250,000 140 40% 130 200,000 35% 120 150,000 110 30% 100,000 100 90 25% 50,000 80 0 20% FY 2007 FY 2008 FY 2009 FY 2010 FY2011 REA ASX200 Revenue EBITDA EBITDA m
Slide 7: REA's Business Strategy
REA’s Business Strategy For personal use only SEARCH / ENTERTAIN FIND EVALUATE ENGAGE WE HELP SHARE CONSUMERS WIN NEW WE HELP PROPERTY WE HELP AGENTS PROVABLE LEADS OWNERS MOVE BUILD THEIR COST LISTINGS PREDICTABLE RENT ROLL EFFECTIVE 7 Commercial in Confidence
Slide 8: Significant innovation across the business in FY11
Significant innovation across the business in FY11 For personal use only We leveraged our new technology platform to rebuild and re-launch state-of-the-art property websites for: ™ 8 Commercial in Confidence
Slide 9: Significant innovation across the business in FY11 (mobile)
Significant innovation across the business in FY11 We are making significant inroads globally on our mobile platform: For personal use only ® ™ ® 9 Commercial in Confidence
Slide 10: Australian Business
For personal use only Australian Business Commercial in Confidence
Slide 11: Australian Growth Drivers
Australian Growth Drivers For personal use only Paying Agents- Australia June 2011 ARPA (Average Revenue Per Agent) - Australia 9,536 10,000 1,600 15% YOY Growth 1,400 $1,456 8,000 1,200 6,000 1,000 800 4,000 600 2,000 400 200 0 0 Revenue: By Customer Type By Brand By Type (All Revenue) By Type (Res
Slide 12: realestate.com.au remains the No.1 property site
realestate.com.au remains the No.1 property site Industry replaces UBs with Nielsen Online Ratings ‘Unique Audience’ from September 2011 For personal use only Market Intelligence - Total Traffic REA Domain REA lead ✓ It’s the same audience - measured to Domain differently Unique Audience (000s) n/a
Slide 13: International Businesses
For personal use only International Businesses Commercial in Confidence
Slide 14: Casa.it goes from strength to strength
Casa.it goes from strength to strength For personal use only Total Unique Audience Paying Agents Source: Nielsen Online, NetView, Jul 2011 2,000 14,000 1,800 16% YOY Growth 12,000 12,377 1,600 1,400 10,000 1,200 8,000 1,000 800 6,000 600 4,000 400 2,000 200 0 0 Casa.it Immobiliare.it Revenue Split F
Slide 15: Strong performance across our other international businesses
Strong performance across our other international businesses For personal use only Luxembourg Hong Kong #1 in Greater Luxembourg #1 English-language property site in Hong Kong Growing in France Simplified Chinese language site launched in June 2011 New Mobile application launched New Mob
Slide 16: Disclaimer
Disclaimer For personal use only The material herein is a presentation of non-specific background information about the Company’s current activities. It is information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advice