Tyro Payments Ltd. · ASX:TYR
Tyro Payments — Macquarie Emerging Leaders Conference 2021
15 slides from Tyro Payments's conference presentation, Nov 17, 2021
Slide 1: ASX Announcement
ASX Announcement PRESENTATION TO MACQUARIE EMERGING LEADERS CONFERENCE Sydney, 17 November 2021 – Tyro today released a presentation to be made at the 2021 Macquarie Emerging Leaders Conference. The presentation is attached to this ASX announcement. For further information, please contact: Media: Mo
Slide 2: Presentation to Macquarie Emerging Leaders Conference
PRESENTATION TO MACQUARIE EMERGING LEADERS CONFERENCE 17 NOVEMBER 2021 Tyro Payments Limited ABN 49 103 575 042
Slide 3: Our Purpose, Mission and Vision
Our Purpose Setting businesses free to get on with business by simplifying payments + banking solutions “We are a tech Our Mission Our Vision company providing We eliminate friction with To be Australia’s: payments + business payments + banking solutions, that: fastest banking - taking on Businesses
Slide 4: Delivering against our Growth Plan
Delivering against our Growth Plan We have a clear strategy that underpins our growth ambitions. FY21 saw us execute against a number of elements of that plan: Significant uplift in transaction value to $25.5 billion (IPO: $17.5 billion) P Significant increase in merchants to 58,186 (IPO: 29,031) P
Slide 5: Re-openings Delivering Accelerated Growth
Re-openings Delivering Accelerated Growth • Transaction value in the 4 weeks since NSW came out of lockdown h45% Weekly Transaction Value Growth - FY22 2 1 NSW came out of lockdown on 11 October 2021 51% 50% 2 Victoria came out of lockdown on 26 October 2021 46% 45% 1 43% 42% 40% 35% 31% 30% 28% 26%
Slide 6: Key Metrics - Year to Date
Key Metrics - Year to Date 1. New Merchant Applications 2. Transaction Value Month FY20 FY21 % Increase FY22 % Increase % Increase Month New Merchant FY21 vs FY20 FY22 vs FY21 FY22 vs FY20 Applications July $1.666 billion $1.851 billion 11% $2.312 billion 25% 39% July 2021 1,267 August $1.766 billio
Slide 7: Accelerating Growth on Scalable Platform
Accelerating Growth on Scalable Platform • Tyro is well positioned to continue to accelerate growth • Tailored payment solutions for verticals drives strong merchant base and transaction value growth Annual transaction value of card payments acquired in Australia ($ billion) Transaction Value Growth
Slide 8: Strategic Partnerships for Merchant Acquisition
Strategic Partnerships for Merchant Acquisition Financial Organisations Other Organisations 3 Bendigo Bank Alliance powered by Tyro completed 1 June 2021 3 Telstra pilot in operation that includes 29 of its retail locations 3 ~$5 billion annual transaction value | $19 million gross profit where busi
Slide 9: Strategic Investments to Extend Platform Reach
Strategic Investments to Extend Platform Reach • Founded by Stevan Premutico (Ex-founder of Dimmi) • Team of 125 across Aus, UK & USA me&u effect Helping venues achieve incremental • Recently launched in UK & US revenue • On average, up to 30% increase in • Over 1,000 active venues customer spend wh
Slide 10: Strategic Investments to Extend Platform Reach (cont.)
Strategic Investments to Extend Platform Reach (cont.) Acquisition of Medipass Solutions Investment in Paypa Plane • 100% acquisition of Medipass Solutions on 31 May 2021 • 20% equity investment in Paypa Plane • Digital health payments platform - linking funders, healthcare • Paypa Plane is a layere
Slide 11: Data, eCommerce + Other Payment Types
Data, eCommerce + Other Payment Types Tyro Connect Launch of AliPay in October 2018 Launch of eCom in March 2019 Payments Data Sales Data Integrations • eCom transaction value up 536% • Impacted by closure of International (in-store + online) Data ($70.0 million) in FY21 borders Providing individual
Slide 12: Cross-sell Opportunities Represent Upside Potential
Cross-sell Opportunities Represent Upside Potential • All Tyro’s merchants (excluding Bendigo Bank Alliance merchants) can now check their eligibility for a loan through the Tyro app (compared to ~7,500 merchants in prior periods) • A manual credit team review can be conducted if eligibility is not
Slide 13: Continued expansion into new verticals
Continued expansion into new verticals Tyro merchant count and transaction value by vertical Annual transaction value of card payments acquired in Australia1 ($ billion) - as at 30 June 2021 as at 30 June 2021 ~3.8% market share $677b Merchant 26% 35% 25% 14% Count (10,201) (13,952) (9,803) (5,740)
Slide 14: Disclaimer
Disclaimer The material in this presentation is general background information about Tyro Payments Limited (Tyro) and is current at the date of the presentation, 17 November 2021. The information in the presentation is given for informational purposes only, is in summary form and does not purport to
Slide 15: Slide 15
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