Hipages Group Holdings Ltd. · ASX:HPG
Hipages — Goldman Sachs 6th Annual Emerging Technology Conference (October 2022)
12 slides from Hipages's conference presentation, Oct 26, 2022
Slide 1: Goldman Sachs 6th Annual Emerging Technology Conference
For personal use only hipages Group (ASX:HPG) Goldman Sachs 6th Annual Emerging Technology Conference 26 October 2022
Slide 2: Australia and New Zealand's largest online tradie marketplace and SaaS provider
For personal use only Australia and New Zealand’s largest online tradie marketplace and SaaS1 provider, creating effortless solutions that help tradies streamline and grow their business and delight their customers. 1. 1. Software-as-a-Service (SaaS) 2
Slide 3: FY22 highlights
FY22 highlights For personal use only Business model delivers Significant strategic progress Continued investment in resilience and growth with transition to subscription people and technology model complete Effective investment drives Efficient operating model Maintained strong balance strong brand
Slide 4: FY22 financial highlights
FY22 financial highlights For personal use only Revenue Profitability Key drivers $5.5m 85% 34.6k MRR1 Gross margin3 Subscription tradies Up 11% Up 5% (FY21: 85%) $1,789 $58.2m $10.7m hipages ARPU6 Up 16% Recurring revenue2 Up 11% EBITDA4 (Up 11% to $1,707 for hipages Group) EBITDA margin 17% $61.9m
Slide 5: Total Tradie Addressable Market
For personal use only Total Tradie Addressable business Market spend $136b $97b1 1. Tradie business spend in Australia only 5
Slide 6: hipages 3.0 - the next evolution of our strategy
hipages 3.0 - the next evolution of our strategy For personal use only Consumer journeys Delight consumers with tailored journeys to meet their needs Marketplace growth Accelerate new tradie MRR growth by reimagining how tradies discover & join hipages CORE Continuous tradie nurturing Drive platform
Slide 7: Capturing consumer intent
Capturing consumer intent Bespoke consumer journeys to drive higher ARPU and lower churn For personal use only 7
Slide 8: Enhancing the product to drive user adoption
Enhancing the product to drive user adoption For personal use only New features delivered ● hipages lead integration ● CRM (click to call, text and email) ● Job scheduling ● Self-service options ● Personalised documents and job attachments Strong user engagement ● Now live on iOS and Android ● Six-m
Slide 9: Builderscrack New Zealand update
For personal use only Strong financial performance • Strong EBITDA growth and cash flow Emerging category leader • Market-leading top-of-mind awareness among New Zealand homeowners Investing for growth • Growing the team with key hires in marketing and sales to accelerate growth New pricing model an
Slide 10: FY23 outlook
FY23 outlook Marketplace activity For personal use only • Exited Q4 with good momentum, with registrations improving and credit notes1 normalising as marketplace balance returns • Rising inflation and interest rates expected to further balance marketplace, driving growth due to countercyclicality of
Slide 11: Q&A
{paces Ajuo esn Q&A © jeUuOSIO d 103
Slide 12: Disclaimer
Disclaimer Important notice For personal use only The material in this presentation has been prepared by hipages Group Holdings Limited (ASX: HPG) ABN67 644 430 839(“hipages” or the Company") and is general background information about hipages’ activities current as at the date of this presentation.
hipages Group — Goldman Sachs 6th Annual Emerging Technology Conference (October 2022) on 6ix