Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Investor Presentation (November 2023)
14 slides from Euroz Hartleys's investor presentation, Nov 17, 2023
Slide 1: Investor Presentation November 2023
For personal use only Investor Presentation November 2023
Slide 2: Disclaimer and disclosure
Disclaimer and disclosure For personal use only Euroz Hartleys Group Limited (ASX:EZL) and its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (expres
Slide 3: Western Australia's trusted financial services business
Western Australia’s trusted For personal use only financial services business 01. 02. 03. Western Australia's leading private Strategically located in the global Focus on growing both wealth, institutional and corporate resources hub of Western transactional and recurring finance business Australia
Slide 4: Our Vision, Purpose and Values
Our Vision Our HighValues For personal use only Performance Be recognised as Western Australia’s leading financial services business Respect RELATIONSHIPS Strong relationships built on a foundation of trust Accountability ACCOUNTABILITY Taking responsibility and delivering on our commitments Our Pur
Slide 5: Corporate Overview
Corporate Overview For personal use only 1 SHARE PRICE SHARES MARKET CASH & ENTERPRISE 1 (31 October) ON ISSUE1 CAPITALISATION 1 INVESTMENTS DEBT 1 VALUE1 A$0.845 164.8m A$139.3m A$84.6m NIL $54.7m Historical Share Price Ownership 1 7% $1.50 1.5 7% $1.25 43% $1.00 1.0 Staff Vol. (M) A$ $0.75 $0.50 0
Slide 6: Euroz Hartleys Limited Overview
FY22 Euroz Hartleys Limited Overview For personal use only Western Australia’s trusted financial services business CAPITAL RAISED 1,2 STAFF Significant domestic & global distribution capability +A$1.9b 189 120+ stocks under research coverage Corporate Finance Research Institutional Sales Private Wea
Slide 7: FY23 Equity Capital Markets (ECM) commentary
FY23 Equity Capital Markets (ECM) commentary For personal use only Euroz Hartleys ECM activity solid despite challenging market conditions • ECM activity subdued in soft and uncertain markets • 64 capital raisings in FY23 • $1.9b raised in FY23 (FY22: ~$2.2b)1 Total ASX Capital Raised (A$m) $50,000m
Slide 8: Focus on growing transactional and recurring revenue streams
19% Focus on growing transactional Euroz Hartleys and recurring revenue streams revenue breakdown2 For personal use only Recurring Stable ~$3.4b2 in FUM Transactional Building scale is critical 81% Developing new strategies and capabilities for FUM growth Euroz Hartleys FUM (A$M)1 $3,500 $3,379 $3,3
Slide 9: Long term track record of excellent dividend returns
Long term track record of excellent dividend returns For personal use only Focus on maximising dividends through ongoing growth in recurring revenue streams while maintaining traditional transactional strengths • Returned $337.3m1 dividends and cash to shareholders over • Average dividend yield of 8
Slide 10: AGM Trading Update Full Year result – FY23
AGM Trading Update Full Year result – FY23 For personal use only Euroz Hartleys remains modestly profitable FY23 REVENUE1 FY23 NPAT 1,3 ~$300k Unaudited NPAT to 31 October 2023 1 $95.9m $9.3m Brokerage revenue up 41% on PCP despite lower ASX market trading volumes FY23 DIVIDENDS2 GROUP FUM4 26.27cps
Slide 11: Euroz Hartleys Foundation
Euroz Hartleys For personal use only Foundation FUNDS DISTRIBUTED CHARITIES SUPPORTED The Euroz Hartleys Foundation was established in 2006 as a platform to support our consistent commitment to making a positive impact in the $3.6M+ 100+ Western Australian community. We believe in making a meaningfu
Slide 12: Euroz Hartleys Foundation: Commission for a Cause
Euroz Hartleys Foundation Commission for a Cause For personal use only Each year, we donate 100% of all brokerage generated on our “Commission for a Cause” day to worthy local charities. The June 2023 Commission for a Cause raised $300,000 for the Perth Children’s Hospital, Lifeline WA, WA Cricket F
Slide 13: Summary
Summary For personal use only Western Australia’s trusted financial services business Established platform for recurring and transactional revenue streams Continually improving and growing our client offering Targeting organic FUM growth and growth by acquisition Strong balance sheet and track recor
Slide 14: For personal use only
For personal use only Level 18 Alluvion, 58 Mounts Bay Rd, Perth WA 6000 Level 6, 141 St Georges Tce, Perth WA 6000 Telephone: +61 8 9488 1400 | +61 8 9268 2888 Email: info@eurozhartleys.com Facsimile: +61 8 9488 1477 Mailing Address: PO Box Z5036, Perth, WA 6831
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