Ive Group Ltd. · ASX:IGL
Ive — ASX Small and Mid-Cap Conference 2023
21 slides from Ive's conference presentation, Mar 22, 2023
Slide 1: ASX Release – ASX Small and Mid-Cap Conference Presentation
ASX RELEASE – IVE GROUP LIMITED (ASX:IGL) 22 March 2023 ASX Small and Mid-Cap Conference Presentation IVE Group Limited (ASX:IGL) advises that Matt Aitken, Chief Executive Officer, will present the attached presentation to the virtual ASX Small and Mid-Cap Conference which will be held today. Regist
Slide 2: IVE Group Limited ASX Small and Mid-Cap Conference
IVE Group Limited ASX Small and Mid-Cap Conference ASX : IGL 22 March 2023
Slide 3: Contents
Contents Business overview 3 About IVE Group 4 Market position 5 Financial performance 6 Business updates 8 Ovato integration on track 9 Lasoo 10 Dividends, capital management and outlook 12 Appendices 14 Our integrated service offering 15 Creative Services 16 Data-Driven Communications 17 Productio
Slide 4: Business overview
Business overview 3 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 5: About IVE Group
About IVE Group FY22 pro forma revenue $920m* Australia’s leading holistic marketing company *Includes $160m of expected Ovato Specialising in creative services, data-driven revenue communications, integrated marketing, production Integrated and distribution, we bring together the capabilities, mark
Slide 6: Market position
Market position Strong market position across a diverse range of sectors > Marketing (but especially printing) industry structure has improved materially over the past decade as a result of significant industry consolidation, much of which has been driven by IVE > IVE now holds leading positions in
Slide 7: Financial performance
Financial performance 6 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 8: Financial performance dashboard – FY23 H1
Financial performance dashboard – FY23 H1 A strong first half performance and maiden contribution from the Ovato acquisition EARNINGS REVENUE EBITDA NPAT PER SHARE $502.8m $65.0m $24.3m 16.5c ↑ 31.4% on PCP ↑ 17.7% on PCP ↑ 16.5% on PCP ↑ 12.8% on PCP NET DEBT INTERIM DIVIDEND MATERIAL PROFIT OPERAT
Slide 9: Business updates
Business updates 8 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 10: Ovato integration on track
Ovato integration on track > IVE completed the Ovato acquisition on 13 September 2022, and is now Ovato acquisition summary1 the only remaining large-scale printer of catalogues and magazines in Australia ($m) > Ovato had a strong and loyal customer base, with major customers Consideration 13.0 incl
Slide 11: Lasoo
Lasoo Superior e-Commerce marketplace for retailers’ specials > The new Lasoo platform successfully launched in October 2022 > Lasoo is Australia’s newest specials-only e-Commerce marketplace, providing customers with the unique ability to browse and buy specials directly from retailers’ digital cat
Slide 12: Brands now available to buy on special via Lasoo
Brands now available to buy on special via Lasoo 11 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 13: Dividends, capital management and outlook
Dividends, capital management and outlook 12 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 14: Dividends, capital management and outlook
Dividends, capital management and outlook 1 Dividends and capital management ($m) 4.0 2.3 > The Company’s dividend policy seeks to pay strong fully franked 41.0 3.3 dividends at sustainable levels, targeting a full year payout ratio of 40 36.0 65‑75% of underlying NPAT 33.1 > Since listing, IVE has
Slide 15: Appendices
Appendices 14 IVE Group Limited — ASX Small and Mid-Cap Conference
Slide 16: Our integrated service offering
Our integrated service offering Specialising in creative, data-driven communications, integrated marketing, production and distribution, we bring together the capabilities, specialists and technology needed to make customer connection seamless. Our offering is supported by robust integrated technol
Slide 17: Creative Services
Creative Services Digital Motion Visual > Personalised videos > Design > Social content > Art direction > eDM templates > Copywriting > Conceptual design > DM templates > Imagery > 3D structural design > Digital campaign > Storyboarding > Promotional microsite > Finished art > Rapid prototyping > Ba
Slide 18: Data-Driven Communications
Data-Driven Communications EDM Social App SMS Direct Digital mail comms Automated customer journey (always on) CX data & insights Social DM Multi-channel Loyalty & SMS gift cards eDM campaign (once off) Essential comms Personalised PLAY VIDEO video Personalised catalogues and newspapers 17 IVE Group
Slide 19: Production & Distribution
Production & Distribution Print Brand Activations Premiums & Merchandising > Catalogues > POS (temp & perm) > Premiums > Publications > Co-Packed displays > Apparel > Books > Wide format print > Awards > Commercial print > Window displays > Custom sourcing > Packaging > Retail fit outs > Licensing I
Slide 20: Integrated Marketing
Integrated Marketing Data-Driven Creative Communications Services Social Loyalty Integrated SMS eDM DM > Visual Marketing > Motion > Collateral optimisation > Digital > Structural (3D) > Resource management > CX data & insights > Personalised > Supply chain > Marketing technology > Business intellig
Slide 21: Thank you – Q&A
Thank you – Q&A IVE Group Limited ABN 62 606 252 644 Level 3, 35 Clarence Street Sydney NSW 2000 Geoff Selig Executive Chairman Matt Aitken Chief Executive Officer Darren Dunkley Chief Financial Officer ivegroup.com.au Authorised by the IVE Board Contact: Tony Jackson Investor Relations Tony.Jackson