5g Networks Limited · ASX:5GN
5g Networks — FY2018 Earnings Presentation
7 slides from 5g Networks's earnings presentation, Feb 26, 2019
Slide 1: FY18 Results Summary Investor Presentation
FY18 RESULTS SUMMARY INVESTOR PRESENTATION 26 February 2019
Slide 2: FY18 Result: underlying EBITDA of $37.6m
Overview FY18 Result: underlying EBITDA of $37.6m The Group delivered Underlying EBITDA of $37.6m, which is comfortably within the guidance range provided to the market in August 2018. Financial Results1 Dividend Enterprise Final dividend of 4.5 Another strong performance driven by growth in mobile
Slide 3: FY18: a transformational year
Overview FY18: a transformational year Transformational year sets up a return to growth in 2019 • Development and launch of new brand and company identity • Moved into new offices in Melbourne and Sydney • Secured a new debt facility for the Group • New Chair appointed, Mr Andrew Reitzer commenced o
Slide 4: FY18 Results: reported
Overview FY18 Results: reported Year ended FY18 FY17 ∆% Notes 31 December 2018 (restated)1 Strong organic growth from Enterprise combined with Revenue $213.0m $197.4m 8% full year contribution from WME Group2 Underlying decline of 3% and impact of one-off items including investment in new brand and
Slide 5: FY18: segment results
Overview FY18: segment results Strong growth in Enterprise has been offset by challenging sales conditions in the SMB Solutions business unit Core Non- Core Year ended 31 Enterprise ∆% SMB ∆% Corporate Arq Group ∆% SMB Arq Group December 2018 Direct4 Indirect4 (Total) Revenue $112.9m 18% $74.5m (2%)
Slide 6: Four major drivers: scorecard
Overview Four major drivers: scorecard 1 2 Growth in multi-practice customers Increased share of enterprise • 65% revenue from multi-practice digital solutions market1 customers • Ent digital solutions revenue grew • Multi-practice customers represent 19% 14% of total customer base • Growing at ~2x
Slide 7: Outlook: FY19
Overview Outlook: FY19 • The Board has resolved to exit the Indirect part of SMB and to reinvest the proceeds of sale in the Group’s digital service strategy • The underlying EBITDA result of $37.6m in 2018 is comprised of: – $24.6m attributable to the continuing business (core operations) – $13.0m