Iress Limited · ASX:IRE
Iress — UBS Australian Emerging Companies Conference 2012
25 slides from Iress's conference presentation, Apr 4, 2012
Slide 1: UBS Australian Emerging Companies Conference
Presentation Title| Subtitle (change on master slide) UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only UBS - AUSTRALIAN EMERGING COMPANIES CONFERENCE UBS - AUSTRALIAN EMERGING COMPANIES CONFERENCE APRIL 2012 APRIL 2012
Slide 2: IRESS 2011 Results
Presentation Title| Subtitle (change on master slide) IRESS 2011 RESULTS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only • Underlying Group profit $59.8 million (2010: $58.4m, up 2.4%). Before growth investments $62.0m (2010 $59.7m, up 3.7%). • Group (ex Investments & Peresys):
Slide 3: Segment Performance Against Prior Half: Financial Markets
Presentation Title| Subtitle (change on master slide) SEGMENT PERFORMANCE AGAINST PRIOR HALF UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE FINANCIAL MARKETS For personal use only • Aust & NZ • South Africa (ZAR) H2’11 (no full prior half) • Op Rev up 1.7% (up 4.2% on PY) • Op Rev R62.4m AUD 8.0m •
Slide 4: Segment Performance Against Prior Half: Wealth Management
Presentation Title| Subtitle (change on master slide) SEGMENT PERFORMANCE AGAINST PRIOR HALF UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE WEALTH MANAGEMENT For personal use only • Aust & NZ • South Africa (ZAR) • Op Rev up 7.5% (up 12.2% on PY) • Op Rev up 2.6% (down 6.3% on PY) • Seg Profit up 8.
Slide 5: Group Segment Profit Margins
Presentation Title| Subtitle (change on master slide) GROUP SEGMENT PROFIT MARGINS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only Group Segment Profit Margin:% Revenue per Media Release H1 2010 H2 2010 H1 2011 H2 2011 2009 2010 2011 Aust 56.3% 56.4% 52.7% 50.6% 57.2% 56.3% 51.7
Slide 6: Group Results
Presentation Title| Subtitle (change on master slide) GROUP RESULTS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE 100 Recurring Subscription Revenue* 50 For personal use only Segment Profit* 80 40 60 30 $A Millions $A Millions 40 20 20 10 - - H1'08 H1'09 H1'10 H1'11 H1'08 H1'09 H1'10 H1'11 -10 Fin
Slide 7: Relative Impact 2010 & 2011
Presentation Title| Subtitle (change on master slide) RELATIVE IMPACT 2010 & 2011 UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only * Definition of Segment Profit as per IRESS Media Release 7
Slide 8: Australia & New Zealand: Financial Markets
Presentation Title| Subtitle (change on master slide) AUSTRALIA & NEW ZEALAND UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS • Reduced H2 2011 result from flatter momentum and increased operating costs: • Revenue increased 1.7% on H1 2011 (up 2.3% pcp). • Segm
Slide 9: Australia & New Zealand Financial Markets – Recurring Subscription Revenue
Presentation Title| Subtitle (change on master slide) AUSTRALIA & NEW ZEALAND UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS – RECURRING SUBSCRIPTION REVENUE 8.0 7.0 6.0 $A Millions 5.0 4.0 3.0 2006 2007 2008 2009 2010 2011 2012 Up to March 2012 9
Slide 10: Australia & New Zealand: Wealth Management
Presentation Title| Subtitle (change on master slide) AUSTRALIA & NEW ZEALAND UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only WEALTH MANAGEMENT • Good growth from ongoing demand and delivery: • Revenue increased 7.5% on H1 2011 (up 13.2% on pcp) • Segment Profit increased 8.9% o
Slide 11: Australia & New Zealand Wealth Management – Recurring Subscription Revenue
Presentation Title| Subtitle (change on master slide) AUSTRALIA & NEW ZEALAND UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only WEALTH MANAGEMENT – RECURRING SUBSCRIPTION REVENUE 5.0 4.0 $A Millions 3.0 2.0 1.0 0.0 2006 2007 2008 2009 2010 2011 2012 Up to March 2012 11
Slide 12: Canada: Financial Markets
Presentation Title| Subtitle (change on master slide) CANADA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS • Resilient result. • Revenue (CAD) increased 7.1% on H1 2011 (up 14.6% on pcp). • Segment Profit (CAD) increased 15.4% on H1 2011 (up 21.9% on pcp). •
Slide 13: Canada Recurring Subscription Revenue
Presentation Title| Subtitle (change on master slide) CANADA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only RECURRING SUBSCRIPTION REVENUE* 1.6 CAD$ Millions 1.2 0.8 0.4 2006 2007 2008 2009 2010 2011 2012 *Assumes 100% ownership Up to March 2012 13
Slide 14: South Africa: Financial Markets
Presentation Title| Subtitle (change on master slide) SOUTH AFRICA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS • Good growth result for the division after allowing for partial Jan 2011 contribution • Revenue (ZAR) increased 20.4% on H1 2011. • Segment Profi
Slide 15: South Africa Financial Markets – Recurring Subscription Revenue
Presentation Title| Subtitle (change on master slide) SOUTH AFRICA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS - RECURRING SUBSCRIPTION REVENUE* 10 9 ZAR Millions 8 7 6 Feb 11 May 11 Aug 11 Nov 11 Feb 12 *Revenue variances partly due to Message Volumes fluc
Slide 16: South Africa: Wealth Management
Presentation Title| Subtitle (change on master slide) SOUTH AFRICA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only WEALTH MANAGEMENT • Revenue up 2.6% and Segment Profit up 44.6 % on H1 2011 respectively (ZAR) • Several institutional XPLAN transitions underway or commencing in 2
Slide 17: Asia: Financial Markets & Wealth Management
Presentation Title| Subtitle (change on master slide) ASIA UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only FINANCIAL MARKETS & WEALTH MANAGEMENT • Progressing with growing exposure to new opportunities in the region (organic and through seed relationships). • Impact of MF Global
Slide 18: United Kingdom: Wealth Management
Presentation Title| Subtitle (change on master slide) UNITED KINGDOM UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only WEALTH MANAGEMENT • Strategic medium-long term growth initiative in UK commenced November 2011. • Established with significant seed client and experienced team. R
Slide 19: United Kingdom: Delivery/Progress
Presentation Title| Subtitle (change on master slide) UNITED KINGDOM UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only DELIVERY/PROGRESS • Initial product delivery on track for July release. Earlier component releases late April. • Integration with product providers and relevant t
Slide 20: IRESS Group Outlook
Presentation Title| Subtitle (change on master slide) IRESS GROUP OUTLOOK UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only • Trading 2012 • Challenging global capital markets environment prolonged. • Mixed experience with additional revenue impacted by widespread focus on costs.
Slide 21: IRESS Divisional Outlook for H1 2012
Presentation Title| Subtitle (change on master slide) IRESS DIVISIONAL OUTLOOK FOR H1 2012 UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only Division H1 2012 (vs H2 2011) Australia/NZ FM Neutral outlook on revenue and segment profit growth. Australia/NZ WM Low % increase in revenu
Slide 22: Attractive Service Combinations: Retail Online Trading & Market Data
Presentation Title| Subtitle (change on master slide) ATTRACTIVE SERVICE COMBINATIONS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only RETAIL ONLINE TRADING & MARKET DATA • IRESS product set proving globally differentiated and very portable: • Rich multi-asset/currency/language o
Slide 23: Awakening Service Combinations: Private Wealth Management
Presentation Title| Subtitle (change on master slide) AWAKENING SERVICE COMBINATIONS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only PRIVATE WEALTH MANAGEMENT • Private wealth management increasingly prominent, supported by global trend from commission/transaction to asset manag
Slide 24: For personal use only
Presentation Title| Subtitle (change on master slide) UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only 24
Slide 25: Contact IRESS
Presentation Title| Subtitle (change on master slide) CONTACT IRESS UBS – AUSTRALIAN EMERGING COMPANIES CONFERENCE For personal use only AUSTRALIA NEW ZEALAND ASIA Melbourne | +61 3 9018 5800 Auckland | +64 9 300 5571 Hong Kong | +852 3965 3341 Sydney | +61 2 8273 7000 Wellington | +64 4 462 6850 Si
Iress — UBS Australian Emerging Companies Conference 2012 on 6ix