Ras Technology Holdings Limited · ASX:RTH
Ras Technology — ShareCafe Small Cap "Hidden Gems" Webinar (February 2022)
22 slides from Ras Technology's conference presentation, Feb 17, 2022
Slide 1: Investor Webinar Presentation
17 February 2022 ASX Announcement RAS Technology Holdings Limited (ASX: RTH) For personal use only INVESTOR WEBINAR PRESENTATION RAS Technology Holdings Limited (‘Racing and Sports’ or the ‘Company’) (ASX:RTH) is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar,
Slide 2: Racing and Sports services the global wagering industry
For personal use only RAS TECHNOLOGY HOLDINGS LIMITED RACING AND SPORTS SERVICES THE GLOBAL WAGERING INDUSTRY PROVIDING PREMIUM DATA, ENHANCED CONTENT AND SAAS SOLUTIONS 1
Slide 3: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This presentation has been prepared by RAS Technology Holdings Limited ACN 650 066 158 To the fullest extent permitted by law, no representation or warranty (expressed or implied) is For personal use only (Company or Racing and Sports) and has been authorised for issu
Slide 4: 1. Introduction
3 For personal use only 1. INTRODUCTION
Slide 5: Racing and Sports Overview
RACING AND SPORTS OVERVIEW Global Presence and Operations Key Customers For personal use only Racing and Sports services the global wagering industry providing premium data, enhanced content and SaaS solutions Key Customer Segments Financial Performance Snapshot Racing Wagering Media and Retail and
Slide 6: Our Capabilities
OUR CAPABILITIES Racing and Sports is a leading provider of fully integrated premium For personal use only data, enhanced content and SaaS solutions to clients across a number of product segments Racing and Sports Platform Racing and Sports Database: Racing and Sports Content: Segments Normalise, cu
Slide 7: Company Highlights
COMPANY HIGHLIGHTS For personal use only Comprehensive global coverage: Racing and Sports has comprehensive global coverage for thoroughbred, harness and greyhound racing. Strong domestic presence and reputation: Racing and Sports has been a longstanding provider of racing services to some of the la
Slide 8: Key Performance Metrics
KEY PERFORMANCE METRICS Revenue and EBITDA growth has primarily come from new customer acquisitions as well as product and service expansion For personal use only Pro forma Revenue ($m) Pro forma EBITDA ($m) Annualised Monthly Recurring $5.6m $1.4m Revenue ($m) (AMRR) – (June 2021)1 +39% $6.6m $4.0m
Slide 9: 2. Company & Industry Rationale
For personal use only 2. COMPANY & INDUSTRY RATIONALE 8
Slide 10: Key Customers by Segment
KEY CUSTOMERS BY SEGMENT For personal use only Wagering Technology Digital and Media and Services Wholesale Data, Content and Distribution Content, media, journalism and digital services Innovative wagering and trading solutions Fully integrated premium racing data and content Wagering Operators 9%
Slide 11: Customer Milestones, Services & Tenure
CUSTOMER MILESTONES, SERVICES & TENURE • Longstanding, established customers with the majority on multi-year contracts For personal use only • 100% Enterprise Customer retention rate1 Distribution partner • Strong track record of product and service expansion Supply form and Data and content content
Slide 12: Global Wagering Industry Overview
GLOBAL WAGERING INDUSTRY OVERVIEW 1 Racing and Sports provides premium data, enhanced content and a SaaS solutions for key markets and emerging wagering regions2 outlined below For personal use only UK 150,000 thoroughbred races across 52 jurisdictions Japan $174 billion in wagering turnover 664 $24
Slide 13: Globalisation of Product
GLOBALISATION OF PRODUCT Racing and Sports uses its comprehensive database of over 15 billion data Racing and Sports capitalising on For personal use only points, including results from major global racing centres and scalable processing key industry trends systems to deliver premium products and se
Slide 14: Revenue Model
REVENUE MODEL Racing and Sports’ generates B2B and B2C revenue through both For personal use only Annualised Monthly Recurring recurring and transactional streams, with the majority of customers on Revenue (AMRR) ($m) – (June 2021) multi-year contracts $6.6m • Wholesale Data, Content and Distributio
Slide 15: 3. Expansion
14 For personal use only 3. EXPANSION
Slide 16: Growth Strategy
GROWTH STRATEGY Racing and Sports is well positioned to capitalise on growth opportunities, with its growth strategy focused For personal use only on extending its geographic and product reach Pursue growth in high-value target markets in the US, UK and Europe for Racing and Sports’ International ex
Slide 17: Product Expansion - Wagering Technology
PRODUCT EXPANSION - WAGERING TECHNOLOGY Racing and Sports is focusing on new product lines with potential for revenue expansion For personal use only 360° White Label Product Trading Manager EziBetta / ProBetta OddsGrid Wagering Platform Wagering tool that allows a Wagering technology that Full-feat
Slide 18: 4. Financial Information
For personal use only 4. FINANCIAL INFORMATION 17
Slide 19: Key Financial Metrics
KEY FINANCIAL METRICS For personal use only Pro forma Revenue ($m) Pro forma Gross Profit ($m) Pro forma EBITDA ($m) $5.6m $5.5m +39% +40% 98.3% $1.4m of total revenue 25.7% $4.0m of total $3.9m revenue 98.4% of total revenue (15.8%) of total revenue ($0.6m) FY2020 FY2021 FY2020 FY2021 FY2020 FY2021
Slide 20: Appendix
19 For personal use only APPENDIX
Slide 21: Experienced Leadership
EXPERIENCED LEADERSHIP For personal use only Gary Crispe Stephen Crispe Andrew Burns Robert Vilkaitis Brent Dolan Executive Director and Chief Chief Executive Officer Chief Financial Officer Chief Technology Officer Commercial Director, UK Commercial Director Gary is a co-founder of Racing and Steph
Slide 22: Board of Directors
BOARD OF DIRECTORS For personal use only Kate Carnell Gary Crispe Greg Nichols Sophie Karzis James Palmer Non-Executive Chair Executive Director and Chief Non-Executive Director Non-Executive Director Non-Executive Director Commercial Director Kate Carnell is an experienced Gary is a co-founder of R
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