Nido Education Limited · ASX:NDO
Nido Education — Investor Presentation (November 2023)
29 slides from Nido Education's investor presentation, Nov 23, 2023
Slide 1: Canaccord sunset series: Investor Presentation
Canaccord sunset series Investor Presentation 1
Slide 2: Nido acknowledgement of early childhood education
Nido acknowledges that early childhood education and care is critical for lifelong learning and wellbeing, especially during a child’s first five years of brain development where children are wired to Learn rapidly. Nido respects the educators and teachers that dedicate their energy and passion to t
Slide 3: Disclaimer
Disclaimer This document dated 23 November 2023 has been prepared by Nido Without limiting the foregoing, the information contained in this document is Past performance is not indicative of future performance and no guarantee Education Limited ACN 159 858 509 (Company) and is provided for of a gener
Slide 4: Meet the presenters
Meet the presenters • • • • • • • • • • • • 4
Slide 5: IPO key offer statistics Key Operating Metrics
IPO key offer statistics Key Operating Metrics (ex. impact of share option expense) (ex. impact of share option expense) (ex. impact of share option expense) 5
Slide 6: Nido Snapshot
Nido Snapshot 52 26 Services owned by Nido 82.33% 72% 82% 11 Spot occupancy Forecast occupancy Forecast occupancy at 19-Nov-23 2023 2024 1 14 $171.6M $28.0M $18.2M CY24F Revenue CY24F AEBITDA CY24 ANPAT 6
Slide 7: Nido's purpose (our why)
NIDOS PURPOSE (OUR WH To create an environment that supports teac to rise and make a positive impact on the live children.
Slide 8: Nido Belmont (WA) built 2019
Nido Belmont (WA) built 2019 8
Slide 9: Nido Ocean Grove (VIC) built 2020
Nido Ocean Grove (VIC) built 2020 9 9
Slide 10: Nido Palmyra (WA) built 2021
Nido palmyra (WA) built 2021 10
Slide 11: Nido Ormond (VIC) built 2022
Nido ormond (VIC) built 2022 11
Slide 12: Nido Eyre Village (SA) built 2023
Nido eyre village (SA) built 2023
Slide 13: Why invest in the child care sector?
Why invest in the child care sector?
Slide 14: Early education is critical to building an educated nation & supporting workforce participation
Early education is critical to building an educated nation & supporting workforce participation 14
Slide 15: Early education is critical to building an educated nation & supporting workforce participation
Early education is critical to building an educated nation & supporting workforce participation 15
Slide 16: Early education is critical to building an educated nation & supporting workforce participation
Early education is critical to building an educated nation & supporting workforce participation 16
Slide 17: Child care is considered critical infrastructure (as shown through covid)
child care is considered critical infrastructure (as shown through covid) • • • 17
Slide 18: Why is the Nido model unique in both public & private markets?
Why is the nido model unique in Both public & private markets?
Slide 19: Why Nido is unique in both public & private markets
Why nido is unique in both public & private markets • Hammond park • • • • • • • 19
Slide 20: Nido own and manage services across Australia
Nido own and manage services across Australia 52 43 42 Services owned Services managed 17 by nido by nido 5 31 20
Slide 21: Why Nido chooses to build in suburban areas with low middle incomes
21 WHY NIDO CHOOSES 10 BUILD IN SUBURBAN AREAS WITH LOW 10 MIDDLE INCOMES Trade area population 21,895 Number children 0 - 5 years 2,383 Current licensed places in area 314 Supply demand ratio 76 Income per household in Area $73,063 Fee per day $147.15 Average Child Care Subsidy (CCS) % in this area
Slide 22: How Nido grows
How Nido grows
Slide 23: The Nido way to grow our business – the incubator model
The Nido way to grow our business – the incubator model • • Athelstone • • • • • • • 23
Slide 24: The Incubator Pipeline
The Incubator Pipeline • • • • • • • 24
Slide 25: The incubator relationship
The incubator relationship Establishment and Trade-up Ongoing Management • • • • • • • • • • • • • • 25
Slide 26: Funding NAED
Funding NAED • • • • • • • • • • • • • • • • • • • 26
Slide 27: The performance of our incubator services
The performance of our incubator services 27
Slide 28: What could Nido potentially look like in 6 years time?
What could nido potentially look like in 6 years time? • • 2023 • • • 2029 • 28
Slide 29: This announcement has been approved by the Nido Board of Directors
This announcement has been approved by the Nido Board of Directors 29
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