Xenitra Limited · ASX:XEN
Xenitra — Investor Presentation (June 2019)
12 slides from Xenitra's investor presentation, Jun 27, 2019
Slide 1: Connecting Australian & New Zealand Brands to China
Connecting Australian & New Zealand Brands to China Investor presentation 27 June 2019
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by This presentation does not constitute This presentation may include forward- “AuMake International Limited” investment advice and has been looking statements. Forward-looking (“AuMake”). This document contains prepared without taking into account the
Slide 3: Daigou channel remains important to promote Swisse in China
“ The daigou channel continues to be an important part of the way we promote the ” Swisse brand to our customers in China. Nick Mann, Sales Director, Swisse Australia & New Zealand
Slide 4: AuMake Business Model
AuMake Business Model 1.4 billion Chinese consumers > Bricks and mortar stores Primary customers: (AuMake and Broadway) Daigou and Chinese tourists > Online AuMake Platform Products delivered: via parcels > China partners and bonded warehouses 1000’s Australian & New Zealand Brands AuMake Internatio
Slide 5: AuMake Platform
AuMake Platform Bricks and Mortar Stores Online China Partners AuMake 30% of total sales and growing Exclusive strategic partnership 16 Australia, 1 New Zealand with JD.com EBITDA % of online sales 3x bricks and mortar stores 300 million active user database Broadway Sales continues to increase, 6 A
Slide 6: Exposure to Chinese tourists and Australian daigou
“ The exposure to Chinese tourists and Australian daigou makes AuMake an exciting channel in which to promote ” our brand. Lavinia Liao, Director of Asia Channel, KOSMEA
Slide 7: Broadway Acquisition
Broadway Acquisition Leading retailer To the Australian and New Zealand Chinese tour group industry for the last 20 years. Brand exposure Introduce Australia and New Zealand’s best and newest brands to Chinese tour groups for the first time at industry leading prices. Impact of Broadway acquisition
Slide 8: Significant Revenue Growth
Significant Revenue Growth 115.4%+ CAGR $100m 100m+ $80m $60m Up to 112.1% CAGR $40m $40– 45m $20m $21m $10m 0 FY17 FY18 FY19 FY20 (Unaudited) (Aspirational) AuMake International Limited 8
Slide 9: Growth margin and profitability
Growth margin and profitability Up to 29.2% CAGR 25% Up to 21.0% 20–25% At aspirational CAGR 20% revenue AuMake 15% expects to achieve 16–17% 14.9% material EBITDA for 10% 11.6% FY20 5% 0 FY17 FY18 FY19 FY20 (Unaudited) (Aspirational) AuMake International Limited 9
Slide 10: Outlook
Outlook > Strong trading conditions experienced in traditional low season June > AuMake increasing market share as rationalisation and consolidation of daigou market continues > Significant growth anticipated from acquisition of Broadway effective from start – mid July 2019. > Continue to strengthen
Slide 11: The AuMake platform is the only thing that has worked
“ We have tried everything to promote our brand to the Chinese market, but the Aumake platform is the only thing that ” has worked for us Bonnie Xi, Head of Marketing and Sales – Asia Pacific Region, Nuzent
Slide 12: Contact details
Contact details CORPORATE WEBSITE www.aumake.com.au MEDIA RELATIONS Lynn Semjaniv, Sauce Communications Mobile: 0481 004 797 Email: lynn@saucecommunications.com.au INVESTOR RELATIONS Keong Chan Executive Chairman Email: keong.chan@aumake.com.au Twitter: @AuMakeAus Instagram: @aumake LinkedIn: www.li