Solocal Group · EURONEXT:LOCAL
Solocal — Investor Presentation (November 2015)
19 slides from Solocal's investor presentation, November 2015
Slide 1: European leader in local digital advertising solutions
European p leader in local digital advertising solutions November 2015 1
Slide 2: Disclaimer
Disclaimer This document contains forward-looking statements. Although SoLocal Group believes its expectations are based on reasonable assumptions, these statements are subject to numerous risks and uncertainties. Important factors that could cause actual results to differ materially from the result
Slide 3: A. Key highlights
A Key highlights A. B. SoLocal at a glance C. SoLocal strategy and objectives 3
Slide 4: Meaningful and scalable mission
Meaningful g and scalable mission Reveal local know-how, everywhere, … … and boost local revenues of trusted businesses 4
Slide 5: 2 main lines of internet business
2 main lines of internet business Provide service and digital solutions to increase visibility and leads for local businesses and create and update best local, professional and personalized content for users Local Search Digital Marketing c.€500M of revenue (c. 80% of total Internet sales) c.€13
Slide 6: Key competitive advantage
Key y competitive p advantage g Local Search Digital g Marketing g Strong user reach through owned media platforms Unique data and expertise in local retargeting Unique q user reach supported pp by y strong g Unique largest local purchase intent data, with local brand awareness of owned platforms
Slide 7: Key assets and key numbers
Key y assets and key y numbers Leveraging unique assets base and business model Strong competitive position Large and fast growing audience generated by key c. €635m Internet revenues in 2014, 4% growth in 9M 2015 local platforms … … and unique partnerships with global partners Strong audien
Slide 8: B. SoLocal at a glance
A Key highlights A. B. SoLocal at a glance C. SoLocal strategy and objectives 8
Slide 9: SoLocal transformation into a leading digital player in Europe
SoLocal transformation into a leading g digital g player p y in Europe p Position in 2015 Latest news c.635m€ Internet revenues (in 2014), Internet revenue c.135m€ revenues in Digital Marketing, supported by new growth reached 4% and represented 72% of group’s lines of business (120k websites, 1
Slide 10: Tailored digital clients/products matrix organization improving autonomy and agility
Tailored digital clients/products matrix organization improving autonomy and agility Provide service and digital solutions to increase visibility and leads for local businesses and create and update best local professional and personalized content for users local, WebSites & Content Expansion into n
Slide 11: Focus on two internet businesses with solid leadership position
Focus on two internet businesses in which SoLocal has acquired a solid leadership position Local Search Digital marketing ~€500m revenues ~€135m revenues Transactional services (incl. 25% market share on the doctor appointments appointments, restaurant Search(1) industry reservation & meal orderin
Slide 12: Leading positions in local online communication through 5 verticals
SoLocal Group holds leading positions in local online communication through 5 verticals With a total sales force of ~2,000 representatives, SoLocal has organized its business model around 5 verticals to best address its clients expectations and adapt to market opportunities. In addition addition, So
Slide 13: C. SoLocal strategy and objectives
A Key highlights A. B. SoLocal at a glance C. SoLocal strategy and objectives 13
Slide 14: SoLocal market: strong growth towards digital and mobile
SoLocal market : strong g growth g towards digital g and mobile Market dynamics Share of digital in US local advertising Share of mobile web in Search 75 50% 60 43% 41% 45 30% 32% 30 25% 28% +36% 20% +p.a 17% 14%15% 13% 15 12% 10% 7% 3% 4% 1% 1% 2% 2% 17% 0 2014 2017 14
Slide 15: Our ambition: accelerate to +10% internet revenue growth p.a. with 30% EBITDA margin
Our ambition: Accelerate to reach +10% internet revenue growth p.a. with 30% EBITDA margin Local Search Digital Marketing Accelerate client acquisition Target new revenue streams and while maintaining ARPA growth scalability opportunities Targeted growth by 2018E Local Targeted growth by 2018E Aud
Slide 16: Local Search: pursue audience growth and expand client portfolio
Local Search: p pursue audience growth g and expand p client portfolio p AUDIENCE DEVELOPMENT CLIENT PORTFOLIO Strong g momentum in terms of audience g growth –+17% % in Best-in-class customer retention for local advertising g due visits directed towards business(1) to strong field sales presence
Slide 17: Digital Marketing: potential for growth acceleration and scalability
Digital g Marketing: g potential p for growth g acceleration and scalability y Transactional Services Local Programmatic Local websites and Contents Diversified Restaurant online reservations, meal Using exclusive and high-value user Local websites management, online services delivery, medical
Slide 18: New clients/products matrix will enable internet revenue growth
New clients/products matrix will enable internet revenue growth to expand in the next 3 years Despite growing audience, clients portfolio has been under pressure(1) due to transformation of business model and sales team organization Management has initiated a new sales force / products matrix th
Slide 19: Key company objectives
Key y company p y objectives j AN IDENTIFIED ACTION PLAN… … TO DELIVER KEY 2018 OBJECTIVES 1 Grow audience and conversion into ARPA and new clients o Deliver continuous audience growth, supported by mobile and content o Strengthened mobile web strategy with smart partnerships and continuous Susta
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