Ig Group Holdings Plc · LSE:IGG
Ig — Investec Best Ideas Conference 2021
11 slides from Ig's conference presentation, Nov 21, 2021
Slide 1: IG Group – Investec Best Ideas Conference 2021
IG Group Investec Best Ideas Conference 2021
Slide 2: Global leader in online trading and investing
Global leader in online trading and investing IG is an award-winning, multi-asset class provider of online trading and investment products A BROAD AND GROWING PRODUCT SET OTC BUSINESS • 19,000+ markets offered • The original cornerstone of IG; OTC leveraged derivatives are our primary specialisation
Slide 3: FY21: An outstanding year
FY21: An outstanding year Increasing our client base for continued growth Net trading revenue Active clients £861.3m 33% 313,300 31% First trades PBT 134,800 39% £477.8m 61% Applications Basic EPS 482,100 34% 108.2p 66% Average trades / day 709,200 97% Total dividend per share 43.2p Client Money bal
Slide 4: 2019 strategy achieved ahead of schedule
2019 strategy achieved ahead of schedule Core Markets 2019 Growth Target Core Markets: Delivered / Exceeded Grow organic revenue generated from the Core Markets by 3-5% per annum, compounded 3-5% CAGR FY19 FY20 FY21 MEDIUM-TERM TARGET Significant Opportunities 2019 Growth Target Significant Opportun
Slide 5: New guidance: Core Markets upgraded
New guidance: Core Markets upgraded Increased growth rates in our core business CORE MARKETS + GROWTH GUIDANCE: REVISED / UPGRADED • Our existing Core Markets • Revenue generated from this segment expected to – UK & Ireland – Singapore moderate in FY22 – Europe – Australia • Revenue growth of 5 - 7%
Slide 6: New guidance: new High Potential portfolio
New guidance: new High Potential portfolio Significant growth targets set, including for tastytrade HIGH POTENTIAL MARKETS • Markets with higher anticipated levels of medium term growth and diversification opportunities – US businesses – tastytrade, RFED, Nadex and DailyFX – Europe – Spectrum • FY21
Slide 7: High Potential Portfolio Deep Dive
High Potential Portfolio Deep Dive - tastytrade - Spectrum
Slide 8: tastytrade – disrupting the large, and fast-growing, US options & futures market
tastytrade – disrupting the large, and fast- growing, US options & futures market The US presents a large active trader base, which is quickly expanding OPTIONS VOLUME (OPTIONS CLEARING CORP) 8 1 Investment trends and IG estimates for active traders
Slide 9: tastytrade – opportunity to create synergies
tastytrade – opportunity to create synergies Synergy efforts are focused on distinct areas to maximise tasty’s growth potential Sophisticated marketing Accelerate tastytrade’s Revenue synergies in US capabilities international growth ambition • Capitalise on IG’s multi-year global • Complementary au
Slide 10: Spectrum – Accessing the European exchange-traded derivatives market
Spectrum – Accessing the European exchange- traded derivatives market Market size – Revenue Opportunity High Potential Market Revenue Growth €1.6Bn €1.0Bn 62.5% • Large market contributing to 25- Addressable 30% revenue growth per annum Total EU Leverage Total ETD over the medium term. market Market
Slide 11: Spectrum – the first 24/5 pan-European trading venue
Spectrum – the first 24/5 pan-European trading venue A business model with a competitive advantage Spectrum’s competitive edge • Pan EU – Traditional exchanges are local • Zero fees – brokers seek on exchange with the costs of trading OTC (zero) Client Acquisition Product Issuer & • 24/5 access – fi