Slide 1: REA Group Ltd HY2012 – Analyst and Investor Presentation
For personal use only REA Group Ltd HY2012 – Analyst and Investor Presentation
Slide 2: REA Group: Market Leaders in Growth & Innovation
2 REA Group Market Leaders in Growth & Innovation For personal use only • REA Group operates 13 property websites around the world • We aim to be globally known as the leading, most innovative digital marketing company for property, and the first choice for agents, advertisers and consumers in the m
Slide 3: Key Highlights of Our Performance in HY2012
3 Key Highlights of Our Performance in HY2012 1 For personal use only • Revenue growth at 18% for the Group • Continued EBITDA growth across the Group at 24% • Revenue growth continues in core Australian market at 16% • Revenue growth of 52% for Italy in local currency and positive EBITDA • Property
Slide 4: HY2012 Performance remains strong in a weaker market
4 HY2012 Performance remains strong in a weaker market For personal use only Source: REA Group and Yahoo Finance
Slide 5: Australian Business
For personal use only {Australian Business}
Slide 6: Australian Market Continues to Deliver
6 Australian Market Continues to Deliver For personal use only * Excludes Media, Hub and Home Guru 1. As at December 2011 2. Source: Nielsen online intelligence
Slide 7: Australian Growth Drivers
7 Australian Growth Drivers For personal use only Key Facts • #1 Australian residential real estate site • Residential agent revenues up by 11% to $74.4m • Residential depth revenues 48% of agent revenues (December 2010: 46%) • Release of new products: Diamond Subscriptions, Highlight • Paying agent
Slide 8: REA Media
8 REA Media For personal use only Key Metrics • Media and Developer revenues up by 33% to $32.7m compared to December 2010 • Top ten publisher in agency bookings* • One of REA’s Key Growth Engines Key customers / products • 8.6 million Australians intend to renovate or improve their home in the next
Slide 9: A significant lead in reach & engagement
9 A significant lead in reach & engagement For personal use only 1. Nielsen Online Ratings, Domestic Audience, November 2011. 2. Nielsen Online Market Intelligence, Total Traffic, August 2011. 3. October 2011. Total Unique Browsers (000's) x Average Session Duration (mins:secs) x UB Frequency (no. o
Slide 10: International Business
For personal use only {International Business}
Slide 11: Casa.it goes from strength to strength
11 Casa.it goes from strength to strength For personal use only 1. As at December 2011 2. Omniture Site Catalyst, December 2011
Slide 12: Strong performance across our other international businesses
12 Strong performance across our other international businesses For personal use only atHome.lu squarefoot.com.hk • #1 in Greater Luxembourg • Excellent online growth • Paying agents growing in France • Consolidations of print publications • ARPA decrease due to lower cost of online vs print • Overa
Slide 13: Financial Summary
For personal use only {Financial Summary}
Slide 14: REA Group's Strong Growth Record
14 REA Group’s Strong Growth Record For personal use only
Slide 15: REA Group's EBITDA Continues to Strengthen
15 REA Group’s EBITDA Continues to Strengthen For personal use only * Assuming the same rate of corporate overhead as FY10 would see EBITDA margin expansion to 53% for Australia
Slide 16: Innovation and Branding
For personal use only {Innovation and Branding}
Slide 17: Innovation continues in HY2012
17 Innovation continues in HY2012 With a mobile first approach For personal use only Diamond Subscription – Agent website Advertising Upgrades realestate.com.au app for iPad® and app for iPhone®
Slide 18: Mobile Snapshot - Australia
18 Mobile Snapshot - Australia For personal use only Consumers engage with mobiles more often • iPhone app is accessed 3.3 x more often than our website Consumers access content on multiple devices • 86% of our m.site users also use our website1 • 65% of our app users also use our website1 Mobile is
Slide 19: Developing global branding
19 Developing global branding Corporate sponsorship of Cadel Evans Agent Marketing Centre For personal use only ‘Dream a Little’ campaign Facebook post realestate.com.au Twitter page
Slide 20: Product Summary
For personal use only {Product Summary} 20
Slide 21: Product Summary
21 Product Summary For personal use only realestate.com.au Highlight Property listing Diamond Subscription – Agent website
Slide 22: Residential Product Examples
22 Residential Product Examples For personal use only Premiere Property listing Feature Agent Premiere Property details page
Slide 23: Commercial Product Examples
23 Commerical Product Examples For personal use only Elite PLUS, Elite and Professional Agent Elite PLUS details page Enhanced listings
Slide 24: Disclaimer
24 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