Ooh Media Ltd · ASX:OML

Ooh Media — Shareholder Meeting (May 2018)

11 slides from Ooh Media's shareholder meeting presentation, May 17, 2018

  1. Slide 1: Annual General Meeting – Presentation

    oOh!media Limited ABN 69 602 195 380 17 May 2018 ASX Announcement Annual General Meeting – Presentation oOh!media Limited (ASX:OML) attaches the presentation to be made at OML’s Annual General Meeting being held in Sydney today. ***** Investor Relations contact: Media contact: Martin Cole Peter Laid

  2. Slide 2: Annual General Meeting Presentation

    ANNUAL GENERAL MEETING PRESENTATION 17 MAY 2018

  3. Slide 3: Key Operational Highlights

    KEY OPERATIONAL HIGHLIGHTS 1. Digital revenue growth 1. Digital revenue – delivering 60% of total revenue 2. Balanced mature lease profile 2. Lease profiles extended in CY2017 – 65% of revenue base expiring after 2020 3. Data delivering new revenue 3. Launched proprietary data led campaigns – new OO

  4. Slide 4: 13.1% Revenue Growth Driven by Portfolio Diversification

    13.1% REVENUE GROWTH DRIVEN BY PORTFOLIO DIVERSIFICATION 4.8% 2.5% 8.9% CY2017 ($m) CY2016 ($m) Change Road Retail CY2017 36.1% Road 137.1 124.6 10.0% Fly REVENUE BY 14.5% Locate New Zealand PRODUCT Retail 126.3 109.2 15.7% Other AS % Fly 55.0 56.0 (1.8%) 33.2% • 8.0% organic revenue growth Locate b

  5. Slide 5: Revenue Growing Faster Than Market with Margin Expansion

    REVENUE GROWING FASTER THAN MARKET WITH MARGIN EXPANSION REVENUE UNDERLYING1 13.1% 13.1% NPATA2 22.5% 22.5% Revenue NPAT2 13.1% 35.5% $380.3m $33.1m Gross Margin Underlying net cash flow 3 21.1% 172.8% $175.5m $31.1m Underlying1 EBITDA Statutory EPS2 22.5% 26.4% $90.1m 20.2 cents Dividend Underlying

  6. Slide 6: Strategy to Deliver Sustainable Long-Term Growth

    STRATEGY TO DELIVER SUSTAINABLE LONG-TERM GROWTH MOST DIVERSE ACQUISITIONS DIGITAL INVEST IN DATA, PORTFOLIO DELIVER PLATFORMS, CONVERSION CONTENT AND • Broadest audience AUDIENCE AND RUNWAY SYSTEMS reach in Australia CONTENT CONTINUES • Exclusive access to • Balanced classic and Quantium data, and

  7. Slide 7: Next Phase of Digital Strategy to Drive Revenue Growth

    NEXT PHASE OF DIGITAL STRATEGY TO DRIVE REVENUE GROWTH Advertising revenue / margin • Drivers through digitisation evolving with the oOh!media GROSS NO. DIGITAL strategy PROFIT SIGNS OCCUPANCY MARGIN …from a digital screen strategy • Delivering volume/capacity • “Build it & they will come” approach

  8. Slide 8: Our Commitment to Environment and Social Governance

    OUR COMMITMENT TO ENVIRONMENT AND SOCIAL GOVERNANCE • oOh! values driving ethics and integrity in the way we do business • Bold dreams – we dream big to inspire others • Big Impact – we do our best for our customers • Deep Connection – we operate with genuine care and respect • Making oOh! a great p

  9. Slide 9: Summary

    SUMMARY SUMMARY The Out Of Home oOh!media will continue Acquisitions made in sector is expected to execute its end to end CY2016 are now to continue to digital strategy, including successfully integrated grow over CY2018 the continued roll out with revenue synergies of its data analytics expected in

  10. Slide 10: Important Notice and Disclaimer

    IMPORTANT NOTICE AND DISCLAIMER Important notice and disclaimer This document is a presentation of general background information about the activities of oOh!media Limited (oOh!media or oOh!) current at the date of the presentation, 17 May 2018. The information contained in this presentation is of g

  11. Slide 11: oohmedia.com.au

    oohmedia.com.au © oOh!media – your Out-of-Home media partner

oOh!media — Shareholder Meeting (May 2018) on 6ix