Rea Group Ltd · ASX:REA
Rea — H1 2011 Earnings Presentation
21 slides from Rea's earnings presentation, Feb 22, 2011
Slide 1: 1HY11 - Analyst and Investor Presentation
REA Group Ltd For personal use only 1HY11 - Analyst and Investor Presentation February 2011 www.rea-group.com
Slide 2: REA Group – Market Leader
REA Group – Market Leader For personal use only REA operates 13 property websites around the world We aim to be globally known as the leading, most innovative digital marketing company for real estate; and the first choice for both advertisers and consumers in the markets we serve Analyst presentati
Slide 3: Key Highlights of Our Performance for First Half 2011
Key Highlights of Our Performance for First Half 2011 For personal use only Continued Profitable Growth REA Overperformance of ASX 200 Index(1) 140 130 120 110 100 90 80 REA ASX200 1. Source: Yahoo Finance - http://au.finance.yahoo.com/, Jan 2011 Analyst presentation - REA – 1HY11 results 3
Slide 4: Significant Levels of Innovation Continue Across the Business to Drive Performance
Significant Levels of Innovation Continue Across the Business to Drive Performance (1HY2011 v 1HY2010) For personal use only 25% Revenue growth and 28% EBITDA growth Property listings up by 17% to 1.56m Paying Agents up by 14% to 22,172 for the Group 22% Revenue growth in the core market of
Slide 5: Brand and Country Performance
For personal use only Brand and Country Performance Analyst presentation - REA – 1HY11 results 5
Slide 6: Australian Revenue Growth of 22% to $103m
Australian Revenue Growth of 22% to $103m For personal use only Dec 10 9,688 16% YOY Growth Analyst presentation - REA – 1HY11 results 6
Slide 7: realestate.com.au and realcommercial.com.au Continue to Lead the Australian Market
realestate.com.au and realcommerical.com.au Continue to Lead the Australian Market For personal use only Gap > 4m Key Facts:(1) Key Facts: (1) • #1 Australian residential real estate site • #1 Australian commercial real estate site • Residential agent revenues up by 21% to $67.3m • Commercial Agent
Slide 8: REA Australia Potential Brand Exposure Increases Against Number Two Portal
REA Australia Potential Brand Exposure Increases Against Number Two Portal - Dec 2010 For personal use only Source: Nielsen Online, Market Intelligence, Total Traffic for Audited Sites, Dec 2010 Analyst presentation - REA – 1HY11 results 8
Slide 9: The Business Model
The Business Model For personal use only Valued by Consumers Valued by Agents Valued by Vendors Entertain Win New Listings Cost Effective Engage Sell Houses Predictable Search/Find Build Rent Roll Provable Evaluate Sales Productivity Analyst presentation - REA – 1HY11 results 9
Slide 10: Enhancement of our Product Suite to Support the Business Model
Enhancement of our Product Suite to Support the Business Model and Customer Satisfaction For personal use only Valued by Consumers Valued by Agents Valued by Vendors Suburb Sponsorship Our Network Premiere Property Premier Property Customer Satisfaction Focus is Supported By Improved Customer Call C
Slide 11: The Australian Business Continues to Improve Site Traffic, Usage and Engagement
The Australian Business Continues to Improve Site Traffic, Usage and Engagement For personal use only Syndication and co-branding: REA identifies new strategic partnerships to support our strategy Social media campaigns: The Fresh Start Project won REA the Internet Advertising Bureau (IAB) Creative
Slide 12: REA Australia's Media Business Breaks New Ground
REA Australia’s Media Business Breaks New Ground For personal use only • Media revenues up by 27% to $24.6m in 1HY11 • One of the largest digital display publishers in Australia by revenue • Brings new functionality in “New Homes” tab MINI’s Floor ad on realestate.com.au “We have been overwhelmed wi
Slide 13: casa.it Goes from Strength to Strength
casa.it Goes from Strength to Strength For personal use only Paying Agents- Italy 12,000 10,000 8,000 6,000 11,531 –as at DEC 10 YOY Growth 26% 4,000 2,000 0 Jan-07 Jul-07 Jan-08 Jul-08 Jan-09 Jul-09 Jan-10 Jul-10 * (1) 1. Source: Nielsen Online, Site Census, Dec 2010 Analyst presentation - REA – 1H
Slide 14: Plus the Arrival of casa.it Website
Plus the Arrival of casa.it Website For personal use only A simplified Home Page Fast and easy search NEW – refined search – on one page! NEW – enhanced Map results View NEW – enhanced Gallery results View NEW Feature – Enhanced Customer reporting NEW Product – Feature Property NEW –
Slide 15: International – Significantly Improved Performance
International – Significantly Improved Performance For personal use only Luxembourg Hong Kong • #1 in Greater Luxembourg • Only independent English magazine, • Online, TV, Data Services and Print website & eMagazine dedicated to property • Achieved break-even in FY10 • Chinese-language site launched
Slide 16: Financial Data
For personal use only Financial Data Analyst presentation - REA – 1HY11 results 16
Slide 17: REA Group's Strong Growth Record
REA Group’s Strong Growth Record For personal use only Analyst presentation - REA – 1HY11 results 17
Slide 18: REA Group EBITDA Continues To Strengthen
REA Group EBITDA Continues To Strengthen For personal use only Analyst presentation - REA – 1HY11 results 18
Slide 19: Strategic Themes for FY11
Strategic Themes for FY11 For personal use only 1. Engage with consumers 2. Develop an active real estate community 3. Offer customers more flexible products and price offers 4. Build operational excellence 5. Create the team and culture we want Analyst presentation - REA – 1HY11 results 19
Slide 20: Welcome to REA Group's New Corporate Website
Welcome to REA Group’s New Corporate Website For personal use only Analyst presentation - REA – 1HY11 results 20
Slide 21: Disclaimer
Disclaimer For personal use only The material herein is a presentation of non-specific background information about the Company’s current activities. It is information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advice