Southern Cross Media Group Limited · ASX:SXL

Southern Cross Media — Jarden Future Leaders Investor Conference 2022

23 slides from Southern Cross Media's conference presentation, Oct 25, 2022

  1. Slide 1: Jarden Future Leaders Investor Conference ASX Release

    ASX RELEASE 25 October 2022 Jarden Future Leaders Investor Conference For personal use only Southern Cross Media Group Limited (ASX: SXL) (SCA) announces that its CEO and Managing Director will present the attached materials at the Jarden Future Leaders Investor Conference on 26 October 2022. Approv

  2. Slide 2: Jarden Future Leaders

    For personal use only FUTURE JARDEN LEADERS

  3. Slide 3: Disclaimer

    For personal use only DISCLAIMER Summary information The material in this presentation has been prepared by Southern Cross Media Group Limited ABN 91 116 024 536 (SCA) and contains summary information about SCA’s activities current as at 26 October 2022. The information in this presentation is of a

  4. Slide 4: SCA Leading the Way

    For personal use only SCA LEADING THE WAY * SCA is the largest Live and On Demand Audio creator and broadcaster in Australia * Live Audio Broadcasting is strong and delivering record audiences ¢ Digital Audio on-demand market is growing rapidly * 5year Digital Transformation investment project compl

  5. Slide 5: For personal use only

    For personal use only • • • • • • • • •

  6. Slide 6: Our Mission, Our Mantra

    OUR MISSION For personal use only OUR MANTRA

  7. Slide 7: Audio Is On Fire

    "AUDIO IS ON FIRE" - For personal use only 90 75 83 82 75 80 80 70 71 60 65 66 63 45 60 30 55 56 15 50 47 0 45 2019 2020 2021 2022 2018 2019 2020 2021 2022

  8. Slide 8: For personal use only

    For personal use only 2017 2018 2019 2020 2021 2022 Source : Commercial Radio & Audio

  9. Slide 9: For personal use only

    For personal use only #5 2019 #6 2019 #7 2019 #8 2019 #1 2020 #2 2020 #6 2020 #7 2020 #8 2020 #1 2021 #2 2021 #3 2021 #4 2021 #5 2021 #6 2021 #7 2021 #8 2021 #1 2022 #2 2022 #3 2022 #4 2022 #5 2022 #6 2022 SCA NOVA ARN NINE 1 GFK – 5 cap cities, Cume audience All People 10+ (incl DAB), Survey 8, 202

  10. Slide 10: Localism and Owned & Operating Digital Audio Ecosystem

    For personal use only OWNED & OPERATING DIGITAL LOCALISM AUDIO ECOSYSTEM

  11. Slide 11: Digital Audio LiSTNR Strategic Rationale

    For personal use only DIGITAL AUDIO LiSTNR STRATEGIC RATIONALE * SCA intentionally invested ahead of the curve — as consumers migrate at pace to digitally enabled IP listening - multiple devices and platforms like car dashboards, mobile, desktop, smart speakers and smart TV’s * Strategic imperative

  12. Slide 12: LiSTNR Streams Growth

    For personal use only 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 FY18 FY19 FY20 FY21 FY22 Feb-21 Mar-21 Jul-21 Mar-22 Jul-22 May-21 Jun-21 Aug-21 Sep-21 Nov-21 Dec-21 Jan-22 Feb-22 Sep-22 May-22 Jun-22 Aug-22 Apr-21 Oct-21 Apr-22 Source: Firebase Analytics, stream start event coun

  13. Slide 13: For personal use only

    For personal use only FY18 FY19 FY20 FY21 FY22 FY23

  14. Slide 14: For personal use only

    For personal use only FY18 FY19 FY20 FY21 FY22 FY23

  15. Slide 15: Increasing LiSTNR's Podcast Audience

    For personal use only WONDERY STITCHER INCREASING LiSTNR’s PODCAST AUDIENCE BY 105% 13

  16. Slide 16: For personal use only

    For personal use only FY18 FY19 FY20 FY21 FY22

  17. Slide 17: For personal use only

    For personal use only FY18 FY19 FY20 FY21 FY22

  18. Slide 18: 1 Million+ Signed In Users

    For personal use only Data is enhancing our decision making, improving revenue return per spot (targeting advertising) and providing smart recommendations for consumers It’s official. We’ve reached 1 MILLION+ SIGNED IN USERS! 15

  19. Slide 19: Strong Balance Sheet

    For personal use only STRONG BALANCE SHEET * Normalised free cash conversion range of 90-100% expected in FY23 on back of reduced capex and normalised working capital * Bank facility refinanced through to January 2026 — providing long tenure coupled with low margins. Significant headroom under bank

  20. Slide 20: For personal use only

    For personal use only • • • • 1 13% yield calculated at share price of 91 cents. 2 Share buyback of $13m as at 24/10/22

  21. Slide 21: For personal use only

    For personal use only • • • • • • • • • • •

  22. Slide 22: Proving Shareholder Value

    PROVING SHAREHOLDER VALUE er last 3 years we have created, launched and scaled a world class Audio eco-system ital Transformation underpins stronger and more sustainable audio consumption - for both and on-demand content R is a world class personalised eco-system — creating a large known user base (

  23. Slide 23: For personal use only

    For personal use only

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