Seek Limited · ASX:SEK
Seek — Shareholder Meeting (November 2017)
31 slides from Seek's shareholder meeting presentation, Nov 29, 2017
Slide 1: Annual General Meeting 2017 - CEO's address
For personal use only Annual General Meeting 2017 CEO’s address 29 November 2017 Refer to pages 27-28 for trading update & updated guidance
Slide 2: SEEK's purpose and business overview
SEEK’s purpose: To help people live more fulfilling and productive working lives and help organisations succeed ANZ . . International Education Employment 6 6 35+ MILLION 420+ MILLION 500k+ Monthly Visits Monthly Visits Monthly Visits Monthly Paid Job Ads Monthly Job Ads Students Educated per annum
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Slide 4: Phases of reinvestment and market opportunity
Phase 1 Phase 2 Phase 3 Commenced 1997 Commenced 2005 Commenced 2012 Human Capital Talent Management Sourcing/Placements Solving big problems =) around engaging and coordinating large pools of labour ANZ Online employment marketplace cA$30b market opportunity (ANZ & SEEK Int'lfootprint) cA$100b mark
Slide 5: Long term track record of value creation
5 SEEK’s approach has led to a long term track record of value creation (Revenue CAGR of 29% Market leaders EBITDA CAGR of 28% Consistent Long term focus exposed to large | _ ICAGR period FYO4~ FY17) purpose & + & sustained + i addressable strategy investment markets Strong total shareholder returns
Slide 6: Results: Recap of FY17
For personal use only Results Recap of FY17
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For personal use only $61.6m $4.1m $2.0m $41.3m $20.3m $40.1m $2.6m $3.0m $2.5m $31.8m $1.6m $4.0m $5.9m $2.1m $5.4m $14.4m $35.2m $31.5m $30.3m $8.2m $24.3m $5.5m $2.2m $3.1m Employment International Education Early Stage • • • • • • 8
Slide 9: ANZ Employment
For personal use only ANZ Employment
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For personal use only 36.3% • • • • • • 3.8% 4.3% 4.0% Professional networks Online classifieds Aggregators • • 11
Slide 12: ANZ revenue growth
For personal use only • • • Revenue growth 48% (FY14 to FY17) • • • • •
Slide 13: International
For personal use only International
Slide 14: International is underpenetrated in revenue terms relative to ANZ
14 International is underpenetrated in revenue terms relative to ANZ and the opportunity is enormous Long-term illustrative Revenue Opportunity [(A$m] Key Insights ere zhi com GDP [A$Bn)! c$2,018Bn c$14,493Bn c$3,522Bn c$2,367Bn c$1,525Bn Revenue Opportunity methodolo. (1) ANZ Revenue / ANZ GDP = 0.
Slide 15: Creditable FY17 result given modest macro conditions
Creditable FY17 result given backdrop of modest macro conditions, FX headwinds and reinvestment to evolve business models Reported Financials (A$m) FY17 Highlights Consolidated entities ' Revenue FY17 Zhaopin 372.9 SEEK Asia 139.7 Brasil 87.3 occ 29.4 Total Revenue 629.3 EBITDA Zhaopin 80.0 SEEK Asi
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Slide 20: Global collaboration is improving marketplace fundamentals
Global collaboration is significantly improving marketplace fundamentals and contributing to financial results Collaboration occurs in four main ways sou Sherine Ensure best practices, opportunities and insights rapaly flow across the group s 2 Knowledge ‘g. Company reviews - operates in 7 countries
Slide 21: Education
For personal use only Education
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Slide 24: Ventures: Early Stage
For personal use only Ventures Early Stage
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Slide 26: Outlook
For personal use only Outlook
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Slide 29: SEEK is well positioned to grow long term shareholder value
SEEK is well positioned to grow long term shareholder value ANZ’s evolution and strong results from reinvestment augurs well for International Right strategy is to continue investing in ANZ and SEEK International * ANZ is the most evolved but is still under penetrated in talent sourcing * Logic to r
Slide 30: Disclaimer
Disclaimer The material in this presentation has been prepared by SEEK Limited ABN 46 080 075 314 ("SEEK") and is general background information about SEEK’s activities current as at the date of this presentation. The information is given in summary form and does not purport to be complete. In parti
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