Rent.com.au Ltd · ASX:RNT
Rent.com.au — Shareholder Meeting (November 2024)
18 slides from Rent.com.au's shareholder meeting presentation, Nov 26, 2024
Slide 1: Annual General Meeting 2024
For personal use only ANNUAL GENERAL MEETING 2024 26 NOVEMBER 2024 ASX: RNT
Slide 2: Agenda
AGENDA • WELCOME For personal use only • VOTING INSTRUCTIONS • VOTING OPENS • RESULTS OF PROXY VOTING • VOTING CLOSES • CEO PRESENTATION • SHAREHOLDER Q & A 2
Slide 3: Board of Directors
BOARD OF DIRECTORS GARRY GARSIDE NON-EXECUTIVE CHAIRMAN (stepping down as Chair following the AGM) ▪ ▪ For personal use only ▪ SAM MCDONAGH NON-EXECUTIVE DIRECTOR (becomes Executive Chair following the AGM) ▪ ▪ ▪ PHIL WARREN NON-EXECUTIVE DIRECTOR ▪ ▪ ▪ JOHN WOOD NON-EXECUTIVE DIRECTOR (standing for
Slide 4: Voting Instructions
VOTING INSTRUCTIONS For support call: 1300 288 664 For personal use only 4
Slide 5: Results of Proxy Voting
RESULTS OF PROXY VOTING DISCRETIO TOTAL TOTAL RESOLUTION FOR AGAINST ABSTAINED EXCLUDED NARY FOR AGAINST (% OF ELIGIBLE PROXY (VOTED FOR) For personal use only VOTES) 5
Slide 6: CEO Presentation
For personal use only CEO PRESENTATION
Slide 7: FY2024 Performance Snapshot
FY2024 PERFORMANCE SNAPSHOT GROUP GROUP • For personal use only REVENUE EBITDA • $3.2m -$2.0m • £ • ACTIVE USERS ARPU +34% +23% • 7
Slide 8: Building a Full Lifecycle Marketplace
BUILDING A FULL LIFECYCLE MARKETPLACE MADE FOR RENTERS MADE FOR RENTERS ✓ For personal use only ✓ LOVED BY AGENTS ✓ LOVED BY AGENTS ✓ ✓ ✓ ✓ MADE FOR RENTERS MADE FOR RENTERS LOVED BY AGENTS LOVED BY AGENTS 8
Slide 9: And Creating the Platform for Growth
AND CREATING THE PLATFORM FOR GROWTH For personal use only MADE FOR RENTERS LOVED BY AGENTS RECENT HIGHLIGHTS RECENT HIGHLIGHTS • • • • • • • • • • 9
Slide 10: What's Next for the Search Portal?
WHAT’S NEXT FOR THE SEARCH PORTAL? MAXIMISING USE OF OUR UNIQUE DATA FOR A BETTER RENTER EXPERIENCE AND BETTER FINANCIAL OUTCOMES FOR RNT For personal use only • • • • 10
Slide 11: What's Next for the Search Portal? (Customer Base)
WHAT’S NEXT FOR THE SEARCH PORTAL? WE HAVE A LARGE CUSTOMER BASE AND GENUINELY USEFUL PRODUCTS THAT WE NEED TO IMPROVE AND GET MORE OUT OF FOR OUR CUSTOMERS AND US For personal use only • RENTBOND • • RENTCONNECT 11
Slide 12: What's Next for RentPay?
WHATS NEXT FOR RENTPAY? OUR KEY GOAL IS TO GROW ACTIVE RENTPAY USERS AS RAPIDLY AS WE CAN VIA BOTH AGENCY AND DIRECT TO CONSUMER CHANNELS For personal use only OUR LEVERS ARE: INDUSTRY PARTNERSHIPS • • CORE SALES & MARKETING ACTIVITY • • 12
Slide 13: What's Next for RentPay? (Margins)
WHATS NEXT FOR RENTPAY? IN ADDITION TO GROWING ACTIVE CUSTOMERS, WE’RE TARGETING IMPROVED PROFITABILITY (MARGIN) FROM THOSE CUSTOMERS For personal use only OUR LEVERS ARE: BETTER MARGINS FROM EXISTING PRODUCTS • • • NEW PRODUCTS • • 13
Slide 14: Our Products Have Elevated Rent.com.au to Influential Position
OUR PRODUCTS HAVE ELEVATED RENT.COM.AU TO A POINT WHERE WE’RE INFLUENTIAL IN THE INDUSTRY #1 For personal use only ~2 million ~7 million $170 million # 1 rated Renter Resumés have been Unique Visitors during FY24 In rent paid via the RentPay ~45,000 people have rated the created by renters moving ho
Slide 15: Questions?
For personal use only QUESTIONS?
Slide 16: Corporate Information
For personal use only CORPORATE INFORMATION
Slide 17: Corporate Information
CORPORATE INFORMATION For personal use only MARKET CAPITALISATION $17.4m ENTERPRISE VALUE $15.8m SHAREHOLDING DISTRIBUTION 17
Slide 18: Thank You
For personal use only THANK YOU Contact: investors@rent.com.au 08 6145 2609