Rent.com.au Ltd · ASX:RNT
Rent.com.au — Investor Presentation (April 2017)
15 slides from Rent.com.au's investor presentation, Apr 4, 2017
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 4 April 2017 INVESTOR PRESENTATION Rent.com.au Limited (ASX: RNT) (“RENT” or “the Company”), Australia’s Number 1 website dedicated to rental property, is pleased to release a ‘Company Update’ presentation, which is attached to this announcement. The presentation outlines RENT’s com
Slide 2: Investor Presentation April 2017
INVESTOR PRESENTATION APRIL 2017 ASX TICKER: RNT 1
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Australia's #1 website dedicated to rental property, delivering a single marketplace for renters, agents and landlords The leading player in the Australian rental marketplace with the best properties, best experience for renters and best-in-market agent plans Targeting positive
Slide 4: Corporate Overview
CORPORATE OVERVIEW RENT is backed by a strong board and supportive shareholders and is well-funded following a recent $5 million capital raising Financial information Board of Directors and CEO Share price (31-Mar-17) $0.078 Dr. Garry Garside - Non‐Executive Chairman • Founded Prime Health Group bef
Slide 5: About Rent.com.au
ABOUT RENT.COM.AU Our Business Our Strengths Our Performance Australia’s largest marketplace Strong Board and management Rapidly growing network dedicated to rental property team driving scalable growth Year on year earnings growth For renters: Our platform offers Fast growing database of renters In
Slide 6: The Story So Far
THE STORY SO FAR RENT is moving into a new phase of growth, focused on driving value through deeper, more persistent relationships with our users Deepening relationships with renters Renter Resume launched in Q2 FY17 to help renters best access services throughout their rental life cycle Focus on co
Slide 7: Our Philosophy
OUR PHILOSOPHY RENT is focused on making the process of renting easier, more rewarding and more enjoyable for the millions of Australians who rent each year Properties on Renters in Suits Pedestals Flick the Forms Home for Renters Our renters will always We present our Let’s automate where We are fa
Slide 8: Why Focus on the Rental Market?
WHY FOCUS ON THE RENTAL MARKET? A large and highly fragmented market currently underserviced by existing players A very large… …and highly fragmented market $60bn 10,000 annual rent paid1 property agents4 85,000 +60 homes rented monthly2 different software systems4 +32% 2 million of Australians rent
Slide 9: Clear Traction
CLEAR TRACTION Strong adoption rates for our services demonstrate a gap in the market for a renter-focused platform, with our initiatives such as Renter Resume driving rapid growth in our user base Renter Resumes 115% GROWTH IN RENTER & LANDLORD DATABASE SINCE JUNE 2016 User-managed online profile t
Slide 10: Long Term Relationship with Renter
LONG TERM RELATIONSHIP WITH RENTER RENT is becoming an integral part of every step of the renter’s journey, creating new revenue opportunities and a network of loyal renters Market research Application Moving in Tenancy Moving out Website, Renter Resume, RentBond, Products under Future growth Advice
Slide 11: Revenue Growth
REVENUE GROWTH Growth in FY17 and beyond expected to come from both new and existing revenue streams Quarterly Receipts from Customers ($'000s) Next 6-12 months: 390 352 Increasing proportion of revenue expected to be derived from listing fees and referral fees 272 223 165 In-line with strategy of a
Slide 12: Targeting Positive EBITDA in H1 FY18
TARGETING POSITIVE EBITDA IN H1 FY18 EBITDA loss rapidly reduced driven by revenue growth in existing products and a material reduction in cash burn, with new revenue streams expected to drive positive EBITDA in H1 FY18 Quarterly EBITDA ($‘000s) Timeline of reducing EBITDA loss Q1 FY16 Q2 FY16 Q3 FY
Slide 13: Road to Profitability
ROAD TO PROFITABILITY RENT is targeting positive EBITDA in H1 FY18, driven by growing market share with upside from new revenue initiatives Targeting larger market share: Growing revenue: ― Currently RENT has market share of ― Increasing listing fees through ‘Smart Plans’ – approximately 1.5% of the
Slide 14: Catalysts for Growth
CATALYSTS FOR GROWTH RENT’s vision is to be the destination of choice for people looking for their next rental property ▪ Core products in place to allow growth of penetration and ARPU POSITIVE EBITDA ▪ Market share now approximately 1.5%, with target market share of Targeting H1 FY18 approximately
Slide 15: Thank You
THANK YOU 14