Articore Group Limited · ASX:ATG
Articore — Investor Presentation (October 2020)
8 slides from Articore's investor presentation, Oct 15, 2020
Slide 1: Investor Presentation FY21 Q1 Trading Update
Investor Presentation FY21 Q1 Trading Update 15 October 2020 RB Group owns and operates the leading global online marketplaces, Redbubble.com and TeePublic.com, bringing more creativity into the world. The financial results are on a delivered basis (unless otherwise noted). All financial and operati
Slide 2: Record quarterly results
Record quarterly results On a delivered basis, refer to accompanying ASX trading update for paid equivalent Marketplace Revenue $147.5m ↑ 116% floating ↑ 122% cc GPAPA $49.5m ↑ 156% floating ↑ 165% cc EBIT $22.1m ↑ 1,550% floating ↑ 1,839% cc Cash Balance $85.4m While She Sleeps by Tomashevskaya 2
Slide 3: FY2021 1Q Income Statement Summary
FY2021 1Q Income Statement Summary On a delivered basis, refer to accompanying ASX trading update for paid equivalent YOY 1Q P&L A$M 1Q FY21 v 1Q FY20 FY20 FY21 Growth Total Revenue 82.1 175.8 114% Less: Artist Revenue 13.6 28.3 108% Marketplace (MP Revenue 68.4 147.5 116% Gross Profit 25.9
Slide 4: Geographical and product diversification is an advantage in a volatile world
Geographical and product diversification is an advantage in a volatile world Product contribution Region contribution % of Marketplace Revenue) % of Gross Transaction Value) Growth Growth 1QFY21 FY1920 1QFY21 FY1920 Region Category YoY YoY YoY YoY ROW 53% 7% Homewares 132% 63% AU/NZ 124% 24% Oth
Slide 5: 2021 is a year of opportunity for Redbubble Group
2021 is a year of opportunity for Redbubble Group RB Group is positioned to build on a decade of momentum and aggressively pursue the global opportunity presented by the shift to online activity and increasing adoption of ecommerce platforms. Work in 2021 will be across: Artist activation and retent
Slide 6: Q&A
Q&A Pattern by Andrea Silvestri
Slide 7: Glossary
Glossary ● Marketplace Revenue: Total Revenue less Artist Revenue (i.e. margin) ● GPAPA Gross Profit after Paid Acquisition Costs ● Gross Transaction Value (GTV Gross Transaction Value less Taxes and Artist Revenue is equal to Marketplace Revenue. ● Constant currency: reflects the underlying grow
Slide 8: About Redbubble Group
About Redbubble Group Founded in 2006, the Redbubble Group incorporates Redbubble Limited and its subsidiaries, including TP Apparel LLC TeePublic). The Redbubble Group owns and operates the leading global online marketplaces Redbubble.com and TeePublic.com. The Redbubble Group’s community of passi
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