Ooh Media Ltd · ASX:OML
Ooh Media — Shareholder Meeting (May 2022)
15 slides from Ooh Media's shareholder meeting presentation, May 12, 2022
Slide 1: 2022 Annual General Meeting – Presentation
oOh!media Limited ABN 69 602 195 380 For personal use only 12 May 2022 ASX Release 2022 ANNUAL GENERAL MEETING – PRESENTATION oOh!media Limited (ASX:OML) (oOh! or Company) attaches the presentation to be made at oOh!’s Annual General Meeting being held today. This announcement has been authorised fo
Slide 2: 2022 Annual General Meeting
For personal use only 2022 Annual General Meeting Thursday, 12 May 2022
Slide 3: Chair's Address
For personal use only CHAIR’S ADDRESS
Slide 4: CEO's Address
For personal use only CEO’S ADDRESS
Slide 5: Agenda
Agenda For personal use only • Overview of FY21 Results • Harnessing the Out of Home Opportunity • Focus of oOh!media - Growth strategy • Trading update 4.
Slide 6: FY 2021 Highlights
For personal use only FY 2021 New format New format large large digital digital –– Highlights Gordon, Gordon, Sydney Sydney Revenue recovery Well positioned for rebound Earnings leveraged to growth • FY revenues up 18% and strong • Fundamental appeal of Out Of Home as • Underlying EBITDA grew by 24%
Slide 7: FY 2021 Key Financials
FY 2021 Key Financials Significantly improved revenue and EBITDA For personal use only Pre AASB161 outcomes and changes vs the pcp Revenue NPAT 18% 103% $503.7m $0.8m Gross Profit EPS 23% 103% $222.0m 0.1 cents COGS & Opex Dividend dividends 17% $426.2m 1c final dividend reinstated Underlying2 Geari
Slide 8: Out Of Home Media opportunity
For personal use only Out Of Home Media opportunity
Slide 9: Out of Home Sector Resumes Structural Growth
Out of Home Sector Resumes Structural Growth Acceleration in Q1 2022 For personal use only • First wave of OOH share growth largely driven by the physical digitisation of OOH environments, and fragmentation of other traditional media audiences (FTA, Radio, Print etc…) Structural change delivering OO
Slide 10: oOh!media growth strategy
For personal use only oOh!media growth strategy
Slide 11: Focus of oOh!media – growth strategy
Focus of oOh!media – growth strategy For personal use only Grow Revenues Expand Margins Increase ROI • Continue investing in the • Rate and occupancy • Revenue growth coupled largest Digital Out of Home management focus with expanding margins footprint driving free cash flow • Continued disciplined
Slide 12: The Digital Opportunity
The Digital Opportunity More than just screens – A dynamic canvas For personal use only DYNAMIC, DATA SUPERIOR AUDIENCE NEW INDUSTRY MEASUREMENT CONTEXTUAL MESSAGING REAL TIME FLEXIBILTY NEW TECHNOLOGY DRIVEN CONTENT TARGETING MOVE 1.5 enabled – Digital Out Of Home Digital Out Of Home can Advancemen
Slide 13: Trading update
Trading update Q1 strength flowing into Q2 For personal use only • Q1 revenues achieved +15% growth over Q1 2021, and at 93% of Q1 2019 – consistent with outlook given in February • April grew 18% over April 2021, and at 95% of April 2019 • Very strong performances in Road, Street Furniture and Reta
Slide 14: Important notice and disclaimer
Important notice and disclaimer For personal use only This document is a presentation of general background information about the activities of Forward looking statements are provided as a general guide only, and should not be relied on as oOh!media Limited (oOh!media or oOh!) current at the date of
Slide 15: For personal use only
ble unmissa Ajuo Ssn feuosied 10)