Slide 1: REA Group Limited Investor & Analyst Presentation
For personal use only REA GROUP LIMITED INVESTOR & ANALYST PRESENTATION – 16 AUGUST 2012 Greg Ellis – Chief Executive Officer & Jenny Macdonald – Chief Financial Officer
Slide 2: REA Group: Market Leaders in Growth & Innovation
2 REA Group Market Leaders in Growth & Innovation For personal use only • REA Group operates property websites in Australia and international markets • We aim to be globally known as the leading, most innovative digital marketing company for property and the first choice for customers, advertisers a
Slide 3: Key highlights of our performance for the year ended June 2012
3 Key highlights of our performance for the year ended 30 June 2012 1 • Group revenue growth at 16% For personal use only • Continued EBITDA growth across the Group at 22% • Revenue growth continues in core Australian market at 15% • Revenue growth of 35% for Italy (44% in local currency), positive
Slide 4: Growth continues in key areas for all countries
4 Growth continues in key areas for all countries For personal use only (1)Source: REA Group and Yahoo Finance
Slide 5: REA operates and invests throughout the property life cycle
5 REA operates and invests throughout the property life cycle… • Premiere Property For personal use only Buy and • Highlight Lease Existing Property • Diamond • Advertising Customer upgrades New Digital • Social Media Property • Developer Display Office • Project Profiles Property Life Cycle Data &
Slide 6: Australian market continues to deliver
6 Australian market continues to deliver For personal use only Revenue Categories $M 2012 2011 Growth YoY Subscription revenue $ 110.3 $ 101.5 8.7% Listing Revenue $ 87.4 $ 74.0 18.1% Media & Other (1) $ 48.5 $ 38.1 27.2% Total revenue $ 246.2 $ 213.6 15.3% . (1) Media & Other is remaining revenue a
Slide 7: Australia key growth drivers
7 Australia key growth drivers For personal use only Key Highlights • #1 Australian residential real estate site • Continued growth in value-added products • New products delivered: • Diamond Subscription take up rates accelerating with contract renewals • Highlight uptake exceeded expectations • Pa
Slide 8: REA Media
8 REA Media For personal use only Brand Highlights • Media and Developer revenues up by 31% • Top ten publisher in agency bookings • Key focus for ongoing innovation • ‘Project Profiles’ to showcase Developer branding and total Projects with improved functionality such as imbedded video • Growth dri
Slide 9: realestate.com.au outperforms on audience and engagement
9 realestate.com.au outperforms on audience and engagement For personal use only 1. Nielsen Online Ratings, Domestic Audience, Unique Audience, Average September 2011 – June 2012 2. Nielsen Online Market Intelligence, Total Traffic, Unique Browsers, Average July 2011 – June 2012 3. Nielsen Online Ma
Slide 10: Mobile growth continues – Australia
10 Mobile growth continues – Australia For personal use only Rapid mobile growth • 34% of total visits are now from mobile devices • m.site traffic has doubled since June 2011 to 1.3m Unique Browsers(1) while desktop traffic has been sustained. Our customers are moving to mobile • Mobile apps downlo
Slide 11: Casa.it goes from strength to strength
11 Casa.it goes from strength to strength For personal use only Casa.it • Italy’s number one property site • Strong revenue growth 44% • Excellent ARPA growth 44% • Full year EBITDA profit • Average Unique Audience 1.6 times more than the second ranked site (3) • Decline in customer numbers were due
Slide 12: Revenue and EBITDA growth across international businesses
12 Revenue and EBITDA growth across international businesses For personal use only atHome.lu /atHome.de/ immoregion.fr squarefoot.com.hk • #1 in Greater Luxembourg • Excellent online growth • Paying agents growing in France • EBITDA growth from consolidation of print publications • ARPA decrease due
Slide 13: REA Group's growth record
13 REA Group’s growth record For personal use only
Slide 14: EBITDA growth continues across all countries
14 EBITDA growth continues across all countries For personal use only
Slide 15: Commitment to innovation continues
15 Commitment to innovation continues For personal use only Realcommercial iPhone application Advertising Upgrades Diamond Subscription Highlight Listing
Slide 16: Investing in our customers
16 Investing in our customers For personal use only
Slide 17: Product Summary
17 Product Summary For personal use only realestate.com.au Highlight property listing Diamond Subscription – Agent website
Slide 18: Residential product examples
18 Residential product examples For personal use only Product Hierarchy Feature Agent Premiere Property details page
Slide 19: Commercial product examples
19 Commercial product examples For personal use only Elite PLUS, Elite and Professional Agent Elite PLUS details page Enhanced listings
Slide 20: Disclaimer
20 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 adv