Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Shareholder Meeting (November 2022)
15 slides from Euroz Hartleys's shareholder meeting presentation, Nov 17, 2022
Slide 1: AGM Presentation November 2022
For personal use only AGM PRESENTATION November 2022
Slide 2: Disclaimer and Disclosure
Disclaimer and Disclosure For personal use only Euroz Hartleys Group Limited (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 (express or
Slide 3: Western Australia's Leading Financial Services Business
Western Australia’s Leading Financial Services Business For personal use only 1 Western Australia’s largest stockbroking, corporate finance and wealth management business 2 Strategically located in the global resources hub of Western Australia 3 Focus on growing diverse revenue streams 4 Strong bala
Slide 4: Our Vision, Purpose and Values
OUR OUR For personal use only VISION VALUES Relationships Accountability Be recognised as Western Australia’s leading financial services business Strong relationships built on a Taking responsibility and foundation of trust delivering on our commitments OUR High Performance Respect Achieving superio
Slide 5: Corporate Overview
Corporate Overview For personal use only CAPITAL STRUCTURE A$1.13 197.3M A$223M A$134M Nil $89M Share price (15 Nov) Shares on issue Market Capitalisation Cash & Investments1 Debt Enterprise Value1 HISTORICAL SHARE PRICE OWNERSHIP $2.00 2.5 2.0 $1.50 1.5 Vol. (M) A$ $1.00 1.0 $0.50 0.5 $- - Apr 22 O
Slide 6: Euroz Hartleys Overview
Euroz Hartleys Overview For personal use only Western Australia’s Leading Financial Services Business CAPITAL RAISED1 STAFF Significant Global & Domestic Distribution Capability ~A$2.2B 183 +100 Stocks Under Research Coverage FY22 Corporate Finance Research Institutional Sales Private Wealth 13 CORP
Slide 7: Full Year Result – Solid FY22
Full Year Result – Solid FY22 ‒ Strong profitability and cash generation for 2022 financial year For personal use only ‒ Improved balance sheet and simplified corporate structure ‒ Strong result but down compared to previous exceptional year ‒ $80 million to be returned to shareholders in 1H FY23 (v
Slide 8: Euroz Hartleys Commentary
Euroz Hartleys Commentary ‒ Western Australia’s largest stockbroking, corporate For personal use only finance and wealth management business ‒ Strong Equity Capital Market (ECM) raisings and Advisory brokerage revenues still drive underlying cashflow and profitability Brokerage ‒ Brokerage and recur
Slide 9: Focus on Growing Diverse Revenue Streams
Focus on Growing Diverse Revenue Streams For personal use only ‒ ~$3.2B1,2 in Group FUM ‒ Building scale is critical ‒ Increased scale provides an enhanced platform for organic and acquisition growth opportunities ‒ Developing new strategies for FUM growth ‒ Westoz and Ozgrowth revenues and earnings
Slide 10: Consistent Dividend History
Consistent Dividend History Increasing dividends through growth in recurring revenue streams while maintaining traditional transactional strengths For personal use only ‒ Returned $327m dividends and cash to shareholders over 45 consecutive half year periods ‒ Average dividend of 8.6 cents / year ov
Slide 11: Trading Update
Trading Update Profitability for first 4 months of FY23 despite challenging market conditions For personal use only ‒ Challenging market conditions over past 10 months, with ECM down across the board ‒ A$80 million to be returned to shareholders (A$40m special dividend paid 7 October with A$40m equi
Slide 12: Trading Update (cont.)
Trading Update (cont.) For personal use only ‒ Continued strong correlation of EZL performance to resource markets (Small Resources Index) ‒ Ongoing focus on diversifying revenue steams whilst maintaining traditional upside leverage to resource markets ‒ Decarbonisation, re-opening of China, global
Slide 13: Euroz Hartleys Foundation
Euroz Hartleys Foundation ‒ Established in 2006 to provide support to worthy charities within our broader community For personal use only ‒ Donated over $3.2m to over 100 individual charities in 16 years ‒ Staff encouraged to provide their time to support charities in and around their local communit
Slide 14: Investment Highlights
Investment Highlights For personal use only 1 2 3 Western Australia’s leading Established platform for Continually improving and financial services business diversified and recurring growing our client offering revenue streams 4 5 6 Targeting organic FUM growth Strong balance sheet and Well position
Slide 15: Thank You
For personal use only Thank You Euroz Hartleys Group Limited Level 18 Alluvion 58 Mounts Bay Rd Perth Western Australia
Euroz Hartleys Group — Shareholder Meeting (November 2022) on 6ix