Readytech Holdings Ltd. · ASX:RDY
Readytech — Macquarie Australian Conference 2019
15 slides from Readytech's conference presentation, May 1, 2019
Slide 1: Macquarie Conference May 2019
For personal use only Macquarie Conference MAY 2019
Slide 2: Disclaimer
Disclaimer For personal use only No recommendation, offer, invitation or advice Securities Exchange, RDY disclaims any obligation or undertaking to disseminate any updates or This presentation contains general information about the activities of ReadyTech Holdings Limited revisions to this informati
Slide 3: Today's presenters
Today’s presenters For personal use only Marc Washbourne Chief Executive Officer ● 20+ years at ReadyTech and one of the founders of the JobReady business ● 22+ years’ experience in technology and software solutions within the education and employment industries ● Former software developer ● First C
Slide 4: ReadyTech overview
ReadyTech (ASX:RDY) overview ReadyTech is a leading SaaS provider of mission-critical people management systems to help customers meet For personal use only compliance obligations, efficiently manage people through software and drive key performance outcomes. Business overview Over 20 years of exper
Slide 5: Highlights of the ReadyTech business
Highlights of the ReadyTech business For personal use only Leading and modern people ReadyTech has dedicated over half a million human hours over the past 20 years into writing 14 million lines of code which management systems today underpins its leading and modern people management systems Missio
Slide 6: Segment customer snapshot
Segment customer snapshot ReadyTech’s leading SaaS people management solutions are sector agnostic and ReadyTech is experiencing For personal use only strong traction with higher value customers such as universities and larger employers Education segment Employment segment VET providers Retail Engli
Slide 7: Segment revenue snapshot
Segment revenue snapshot Both the education and employment segments have long-tenured and non-concentrated customer bases that For personal use only ReadyTech believes reflect the mission-critical nature of its software solutions Education segment Employment segment 13% CAGR FY16 to CY19F1 21.9 10%
Slide 8: For personal use only
For personal use only STRICTLY CONFIDENTIAL PAGE 7
Slide 9: Student management systems
Student management systems ReadyTech’s solutions aim to provide mission-critical student management systems which are the core of the For personal use only modern education institutions and then seeks to drive key performance outcomes such as graduation rates Manage the key aspects of the student Re
Slide 10: Payroll and HR administration
Payroll and HR administration Similarly, ReadyTech has first addressed the mission-critical payroll functions and is now expanding into human For personal use only capital management Mission-critical HR functions such as Enable our customers to remain compliant Add-on modules such as WHS, reporting,
Slide 11: Financial snapshot
Financial snapshot ReadyTech is expected to grow organic revenue at 12% CAGR from FY16 to CY19F and increase the percentage For personal use only of subscription and licence revenue from 85% in FY16 to 91% in CY19F Pro forma revenue (A$m)1 Pro forma EBITDA (A$m) and EBITDA margin (%)1 60 93% 91% 42%
Slide 12: Shifting to higher value customers
Shifting to higher value customers ReadyTech’s transition to higher value customers is demonstrated through the growth in ARPC and with new For personal use only business wins being 2.7 times larger than churned customers on average Group ARPC (A$) 9,000 25% ARPC growth Growing with customers as the
Slide 13: Growth opportunities
GROWTH OPPORTUNITIES For personal use only WINNING NEW AND GREATER SPEND BEHAVIOURAL PARTNERSHIPS BUY AND BUILD HIGHER VALUE PER CUSTOMER SCIENCE AND STRATEGIC CUSTOMERS ALLIANCES • Recent client wins • >25% growth in • Direct ROI as • Accelerate growth • Strategic acquisition include University of
Slide 14: Education market opportunity
Education market opportunity ReadyTech has made good progress penetrating into new segments such as higher education, government, For personal use only TAFEs and international education including CRICOS and ELICOS ReadyTech’s market position ReadyTech customers (#) 3 1 • VETtrak is a leading SMS for
Slide 15: Employment market opportunity
Employment market opportunity ReadyTech continues to win new customers through its strong reputation for customer service with dedicated staff For personal use only based in Australia Employment 1 revenue ReadyTech’s market position ReadyTech customers (#) distribution • Payroll software ePayroll is
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