Scout24 SE · XETR:G24
Scout24 — Kepler Cheuvreux German Corporate Conference 2022
10 slides from Scout24's conference presentation, Jan 19, 2022
Slide 1: Moving to the next level
Moving to the next level Kepler Cheuvreux German Corporate Conference GCC-2022 17-19 January 2022 © Scout24 Investor Relations
Slide 2: Disclaimer
Disclaimer This document has been issued by Scout24 SE (the “Company” and, together with its direct and This applies specifically to further potential effects of the Covid-19 Pandemic, which cannot be indirect subsidiaries, the "Group") and does not constitute or form part of and should not be relia
Slide 3: Scout24: We make hard decisions easy
Scout24 We make hard decisions easy We are an innovative digital company and operate ImmoScout24, the leading online platform for residential and commercial real estate in Germany. With our digital solutions, we create clear direction and successfully bring owners, agents, tenants and buyers togethe
Slide 4: For over two decades Scout24 has shown resilient and attractive growth
For over two decades Scout24 has shown resilient and attractive growth through value creation for customers and shareholders ImmoScout24 Revenue Development in changing Real Estate Market German real estate transaction value* ImmoScout24 revenue €bn €m 3 200 Continuous product innovation ~388 400 2
Slide 5: With our next level operating model, we are getting serious in expanding from our classifieds core
With our next level operating model, we are getting serious in expanding from our classifieds core … Online Classified’s TAM: Based completely on Agent Marketing* €1bn TAM Opportunity in Perspective €11bn+ TAM based on our ecosystem strategy with transaction focus 5 GCC Jan-2022 *) We assume 12% mar
Slide 6: … to a significantly bigger playing field
… to a significantly bigger playing field Objects Transactions Customers TAM Belonging to owners are Conducted professionally or privately on an owned object The interaction of objects By addressing the owners’ needs, interacted with in one of and transactions gives rise our TAM becomes much much la
Slide 7: We will deliver sustainable growth of Memberships while accelerating Growth Products
We will deliver sustainable growth of Memberships while accelerating proven revenue potential of Growth Products … Main Value Drivers Growth Targets by 2026 Investment areas to win 1 Membership Upgrades & +4-6% CAGR 1 Product- & sales-driven: Pricing Membership Revenue Automate and upgrade 2 More OT
Slide 8: Targeting double-digit revenue growth in the next years
With our new operational paradigm and the goal to accelerate the transaction focus, we are targeting double-digit revenue growth in the next years 2022E 2023E Target 2026 (CAGR 2023-2026) Professional 10-12% Private 12-14% Revenue growth Media & Other 12-14% Scout24 Group 11-12% around 12% CAGR ~12%
Slide 9: We will also drive our sustainability agenda
We will also drive our sustainability agenda Environment Social Governance delivering on ESG goals Reduce our Carbon Increase Women in Align suppliers with Footprint Leadership our culture Reduce yearly CO2 Improve the ratio of Have all suppliers comply emissions to the minimum women in leadership w
Slide 10: Ursula Querette, Head of Investor Relations & Treasury
Ursula Querette Head of Investor Relations & Treasury Tel +49 89 262 02 4939 | ir@scout24.com
Scout24 — Kepler Cheuvreux German Corporate Conference 2022 on 6ix