Rma Global Ltd. · ASX:RMY
Rma Global — Non-Deal Roadshow (March 2021)
23 slides from Rma Global's roadshow presentation, Mar 8, 2021
Slide 1: Investor Roadshow Presentation
Australia Investor Roadshow Australia Presentation 8 MARCH 2021 1 Investor roadshow | March 2021
Slide 2: Agenda
Agenda 1. Overview of RMA and highlights 2. 1H FY21 performance and outlook a. Australia b. New Zealand c. US 3. Key Financial metrics 2 Investor roadshow | March 2021
Slide 3: RMA Global Limited (ASX: RMY)
RMA Global Limited (ASX: RMY) • Online business providing comprehensive data on sale results for residential real estate agents and reviews of agent performance from vendors and buyers • Data used by agents to build their profile to market themselves on the site or social media • Data used by vendors
Slide 4: H1 Highlights
H1 Highlights Market leading position in Australia • 38,400 agents on the platform. • 81% of properties sold in 1H FY21 were sold by agents with a claimed RMA profile. • Published over 942,500 verified reviews. • Growing paid subscriptions and other revenues: ○ New products (Google / Facebook); and Hi
Slide 5: Key financial metrics
Key financial metrics Total recurring revenue NPAT Up 37% Up 19% Total Agent subscription Earnings per share revenue Up 19% Up 28% Total Promoter revenue Up 124% 5 Investor roadshow | March 2021
Slide 6: Key financial metrics (continued)
Key financial metrics (continued) ANZ Subscription revenue Promoter revenue* Up 17% Up 120% Key metrics US Subscription revenue* Promoter revenue* Up 1,391% Up 298% * all numbers in AUD 6 Investor roadshow | March 2021
Slide 7: Australia
Australia Australia 7 Investor roadshow | March 2021
Slide 8: Market leader in Australia
Market leader in Australia 91% of the top 20% agents in the 81% market have claimed RMA profiles of residential properties sold in 1H FY21 were sold 55% of the top 20% by active agents with an RMA agents are claimed profile subscribers 8 Investor roadshow | March 2021
Slide 9: Growth in Reviews and Claims
Growth in Reviews and Claims Market leading position Strong market engagement • 38,400 claimed profiles • Over 942,500 verified reviews • 81% of properties sold in 1H FY21 were sold by agents with an active RMA profile • 40% of these agents held a subscription • Increasing the proportion of buyers on t
Slide 10: Increase in subscriptions and Promoter
Increase in subscriptions and Promoter Subscription revenue Promoter revenue Subscriptions increasing COVID lockdown No material impact RMA Awards from COVID Summer holidays Further growth through: • Subscription revenue* in 1H FY21 up 12.6% YoY. • Subscription product enhancement • Promoter revenue
Slide 11: High engagement from growing mortgage broker base
High engagement from growing mortgage broker base • Profile claims growing with market awareness. • High engagement by existing users. • Monetisation in progress • ~15,000 brokers in Aus 11 Investor roadshow | March 2021
Slide 12: New Zealand
New Australia Zealand Australia 12 Investor roadshow | March 2021
Slide 13: NZ: Growth in reviews and profile claims
NZ: Growth in reviews and profile claims Strong pipeline growth in 1H FY21: • Total profile claims up 63% YoY. • Total reviews up 168% YoY. * at 17 Feb 2021 13 Investor roadshow | March 2021
Slide 14: New Zealand subscription growth accelerating
New Zealand subscription growth accelerating Agents under subscription Subscriptions increasing Ongoing Growth • Strong uptake in annual subscriptions - several major agencies • Strong pipeline for ongoing subs - Promoter later No material impact from COVID 14 Investor roadshow | March 2021
Slide 15: United States
United States Australia 15 Investor roadshow | March 2021
Slide 16: Strong pipeline growth in the US
Strong pipeline growth in the US Agents on platform Now • Significant growth in agents on the platform US = 105,000 • 105,000 claimed agents. • New claims in 2Q FY21 up 32% QoQ and 158% YoY. Next AU = 38,400 Near-term • 200,000 agents on the platform by the end of year NZ = 3,400 • Significant growth
Slide 17: US agents engaging and building digital footprint
US agents engaging and building digital footprint Cumulative reviews and review requests Review growth strategy • Over 5x more reviews in 2Q FY21 vs 2Q FY20 • Focus on getting agents to 3 reviews in onboarding process to make platform sticky • Automated “one-click” reviews through integration with b
Slide 18: US award winners - feedback
US award winners - feedback 18 Investor roadshow | March 2021
Slide 19: Anatomy of a great RateMyAgent profile
Anatomy of a great RateMyAgent profile 19 Investor roadshow | March 2021
Slide 20: Financial Performance
Australia Financial Australia Performance 20 Investor roadshow | March 2021
Slide 21: Limited COVID-19 impact
Limited COVID-19 impact Australian subscriptions compared to Jan 2020 Subscriptions: ● Australia: dropped initially, but recovered significantly. ● New Zealand: grew over the last 12 months. ● USA: Strong growth in agents on the platform and reviews. Promoter revenues are significantly up as agents wa
Slide 22: Improving cash flows and strong cash balance
Improving cash flows and strong cash balance • Operating cash outflow for the quarter was $1.52m, a year-on-year improvement of $1.02m (40%), primarily driven by increased receipts from: • Subscriptions, (mainly Australia), with a significant portion of new subscriptions prepaid annual; • Promoter reve
Slide 23: End
Australia End Australia 23 Investor roadshow | March 2021