Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2016)
29 slides from Rea's shareholder meeting presentation, Nov 8, 2016
Slide 1: REA Group Limited Annual General Meeting 2016
REA Group REA Group Limited Annual General Meeting 2016
Slide 2: Hamish McLennan, Chairman
Hamish Mclennan Chairman Dr personal use only
Slide 3: Strong growth in all financial metrics
Strong growth in all financial metrics Revenue’ EBITDA’ ¢: profit’ +20% —— 422% — +16% [ool 9 wo a ” eo “ Sb © a a 2 wo N fon) RB ree as a4? a ine} wo 3 RS a VY o © oS eB x oT? of: : | Svea ice) Uy FY12 FY13 FY14 FY15 FY16 FY12 FY13 FY14 FY15 FY16 FY12 FY1S FY14 FYLD FY16 @® REA Group
Slide 4: Strong return to Shareholders
Strong return to Shareholders Total dividend per share* 81.5¢ Earnings per share* 163C +16% +16% @® REA Group
Slide 5: For personal use only
For personal use only • • • • • • • • • • •
Slide 6: Growing our Australian business
Growing our Australian business Premium Listing Penetration (depth) 1H2012 242012 1H 2013 2H2013 1H2014 2H2014 1H2015 2H2015 1H 2016 2H 2016 Feature property mHighlight property ™ Premiere property Strong take up of premium listing products despite relatively flat listing volumes in the Australian m
Slide 7: Global Network
) Global Network realestate.com.au’ (1) casa.it" realtorconr ‘Australia ves here (0) realcommercial.com.au © immoRegion.fr Fladmaates (0) atHome.lu ____ @iProperty Group @® rea croup
Slide 8: Share price performance
@) Share price performance 550.00 500.00 450.00 400.00 350.00 300.00 250.00 200.00 me ONL eg tN ON an REN AAA yg 100.00 Relative Share Price 50.00 T T T 1 Oct 2012 Oct 2013 Oct 2014 Oct 2015 Oct 2016 —REA Group Limited — ASX 200 @® REA Group
Slide 9: Tracey Fellows, CEO
Tracey Fellows CEO Ajuo esn feuosied 1G
Slide 10: Q1 results
Qi1 results Revenue’ EBITDA® Free cash flow $170m S$90m S$37m 2016 $146m 2016 $82m 2016 $49m % change 16% % change 9% % change (24%) @ rea Group
Slide 11: Our purpose
Our purpose Change the way the world experiences property
Slide 12: realestate.com.au - Clear market leader
realestate.com.au - Clear market leader realestate.com.au is #1 More than twice the visits of #2 site’ Most popular property app® More than six times longer time on site than #2 site’ If you're not on realestate.com.au, you're not in the market. No.2 property Outperforming site the competition [F) S
Slide 13: The foundation of our business
The foundation of our business Engaging with people Leveraging global scale, remains the online advertising of through the entire property knowledge and capability property listings journey REA Group
Slide 14: Product innovations
Product innovations @reaesztecomay ae ©. search atu oradeans New App Release Making it simpler, smarter and more personal for consumers to. search for property sack supsstestoron Suggested Properties Suggesting properties to consumers based on their interests and search criteria Agent Search Showcas
Slide 15: Helping at every stage
6) Helping at every stage € Bhowoe/titmatescomay Every 5#é minutes someone finds a flatmate with us flatmates.com.au #1 player in Australian Share Accommodation Over 2.0m monthly visits” $1,050,000 Commercial Ast Australian commercial property app for Android 78% growth app visits” $29,418 - $32,515
Slide 16: For personal use only
For personal use only
Slide 17: Italy
UI ee Lu ite tt Ota an ae Le UN te ee) oP tt = Italian m onthly visiiiimeiag Jer : i 1 mobile ne 205 igs ates
Slide 18: Global highlights - North America
} Global highlights — North America For personel) USesOniy aim 1. Source: Internal Move data includes web, mobile and native apps for 3 month period ended 30 June 2016 and 30 JU ey Revenue growth of + 53 million web & mobile site * Over 100 million properties listed” * Over 1.8 billion page views’
Slide 19: Acquisition of iProperty Group
Acquisition of iProperty Group #1 in Malaysia and Hong Kong" Average monthly mobile visits +2 7.5 million visits across all site and Indonesie for the year ended.30 June 2046 Eompared to the year ended 40 gUne 2015 3. Source: Gdogle Analytics average: monthly-visits forlPro 2016 and Adobe'Analytics
Slide 20: Global property sites and markets
realestate.com.au he Buy Rent Invest. + Sold. = Share. += Newhomes_— Retire ~—- Findagents_ Homeideas © News — Commercial Malaysia ington, New Kuala Lumpur Klang Madrid Barcelona Porto Los Angeles San Franc Johor Bahru Marbella sevilla Amadora Braga Seattle Orlando Ipoh Puchong Zaragoza Malaga Setib
Slide 21: For personal use only
For personal use only
Slide 22: Hamish McLennan, Chairman
Hamish Mclennan Chairman Dr personal use only
Slide 23: AGM 2016 - Proxy votes
‘) REA Group Limited AGM 2016 — Proxy votes Securities On Issue 131,714,699 Valid Securities Voted (For, Against, Open Usable, Open Conditional) 121597824 Valid Securities Voted (%) 92.32% @ rea Group
Slide 24: Proxy votes - Remuneration Report
‘) REA Group Limited AGM 2016 — Proxy votes Item 2 — To adopt the Remuneration Report For Against Open usable Number of Proxy Votes 115,401,410 219,430 122,495 % of Proxy Vote 99.70% 0.19% 0.11% @ rea Group
Slide 25: Proxy votes - Election of Michael Miller
‘) REA Group Limited AGM 2016 — Proxy votes Item 3a — election of Mr Michael Miller For Against Open usable Number of Proxy Votes 113,190,235 2,417,050 125,865 % of Proxy Vote 97.80% 2.09% 0.11% @ rea Group
Slide 26: Proxy votes - Election of Susan Panuccio
‘) REA Group Limited AGM 2016 — Proxy votes Item 3b- election of Ms Susan Panuccio For Against Open usable Number of Proxy Votes 113,247,994 2,559,490 125,860 % of Proxy Vote 97.85% 2.04% 0.11% @ rea Group
Slide 27: Proxy votes - Re-election of Richard Freudenstein
‘) REA Group Limited AGM 2016 — Proxy votes Item 3c-— re-election of Mr Richard J Freudenstein For Against Open usable Number of Proxy Votes 113,180,271 2,447,390 127,677 % of Proxy Vote 97.78% 2.11% 0.11% @ rea Group
Slide 28: Proxy votes - Non-Executive Director fees
‘) REA Group Limited AGM 2016 — Proxy votes Item 4 — Increase the maximum aggregate fees payable to Non-Executive Directors For Against Open usable Number of Proxy Votes 105,438,912 10,188,401 116,204 % of Proxy Vote 91.10% 8.80% 0.10% @ rea Group
Slide 29: Visit our investor site
For personal use only Visit our investor site at rea-group.com