Superloop Ltd. · ASX:SLC
Superloop — Reach Markets The Insider: Meet the CEO (May 2022)
13 slides from Superloop's conference presentation, May 25, 2022
Slide 1: Superloop presentation to the Reach Markets "The Insider: Meet the CEO" conference
25 May 2022 Superloop presentation to the Reach Markets “The Insider: Meet the CEO” conference Superloop Limited (Superloop) (ASX:SLC) is pleased to invite investors to a live webinar with CEO, Paul Tyler and hosted by Reach Markets to be held today (Wednesday, 25 May 2022) at 12pm AEST. Mr Tyler’s
Slide 2: About Superloop
About Superloop Founded in 2014, and listed on the ASX since 2015, Superloop’s purpose is to enable better internet for Australian homes and businesses, by enabling challenger retail brands (including Superloop and Exetel brands) to take a larger share of the market, leveraging Superloop’s Infrastru
Slide 3: The Insider: Meet the CEO
Superloop Limited (ASX:SLC) The Insider: Meet the CEO Mr Paul Tyler Wednesday, 25 May 2022 1
Slide 4: Disclaimer
Disclaimer No reliance No offer to acquire Superloop shares To the maximum extent permitted by law, the information contained in this The information in this presentation is not an offer or recommendation to presentation is given without any liability whatsoever being accepted by purchase or subscri
Slide 5: Superloop at a glance
Superloop at a Founded in 2014 & listed on ASX in Group revenue in excess of Group EBITDA Underlying glance 2015 $250m 1 $23-25m 1 $110m >300 >161,000 >12,000 Acquired largest Wholesale technology Consumer customers Businesses connected, private ISP Exetel businesses connected, connected, enabled &
Slide 6: The conditions are in place and challengers are shaking up the Australian internet market
The conditions are in place and challengers are shaking up the Australian internet market COVID Benefits of Barriers to Challengers brought switching switch providers can now the future providers have been bypass forward are clear reduced incumbents 4
Slide 7: Challenger internet providers are on a path towards 30% market share
Challenger internet providers are on a path towards 30% market share 39% market share held by challengers in 43.7% Australian Internet providers Up from US Retail Internet4 NBN subscriber market share by rank in 20211 8% in Sep ‘21 fo 26% market share held 23.3% by challengers in AU Banking2 13.9% 7
Slide 8: Enable better internet through competition
Our purpose: Enable better internet through competition 1 2 3 Lead Leveraging Deliver challengers to our secure superior by to 30% market Infra-on-Demand capital share platform returns 6
Slide 9: Superloop is accelerating challengers with our Infra-on-Demand
Superloop is accelerating challengers with our Infra-on-Demand Our offering Customer segments The supply The demand Our Products Connect Consumer Enable Complexity Simplicity Secure Infra-on-Demand Platform Business Our Infrastructure Access Backbone Wholesale International 7
Slide 10: The Superloop advantage
The Superloop advantage Tier 1 Fixed Network No legacy Automated Commercial with infrastructure IT Solutions provisioning at flexibility Economics scale Quality at a Fast to Customers can Customers can scale low price market connect fast & easily with flexibility 8
Slide 11: Our ambition
>$280m Revenue momentum ~$30m Our ambition $108m $111m >$250m 4-5% $16m $27m $95m $81m Combined market share FY20 FY21 FY22 Est. in our chosen fo markets $48m - $50m Further EBITDA momentum disciplined M&A to accelerate $23m - $25m growth Operating $18.2m leverage $13.5m revenue growth whilst broadl
Slide 12: Second Half to Date Highlights
Second Half to Date Highlights Delivery of Full Year Underlying EBITDA Guidance of $23-$25m underpinned by second half execution Consumer Business Wholesale 7.3k 19.3k 2HFY22 Net Subscriber Growth Subscribers on Connect Platform In the 4 months to 30 April 2022 Up from 11.6k subscribers compared to
Slide 13: Thank You
Thank You Contact Details investor@superloop.com https://investors.superloop.com 11 11 FY20 Update 11
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