Rent.com.au Ltd · ASX:RNT
Rent.com.au — Shareholder Meeting (November 2022)
20 slides from Rent.com.au's shareholder meeting presentation, Nov 30, 2022
Slide 1: Annual General Meeting 2022
ANNUAL GENERAL MEETING 2022 30 NOVEMBER 2022 ASX: RNT
Slide 2: Agenda
AGENDA • CHAIRMAN’S WELCOME • VOTING INSTRUCTIONS • VOTING OPENS • RESOLUTIONS & RESULTS OF PROXY VOTING • VOTING CLOSES • CEO PRESENTATION • Q&A 2
Slide 3: Voting Instructions – In Person
VOTING INSTRUCTIONS – IN PERSON • YELLOW CARDS • BLUE CARDS • RED CARDS ATTENDING ONLINE 3
Slide 4: Voting Instructions – Online
VOTING INSTRUCTIONS – ONLINE For support call: 1300 816 159 4
Slide 5: Results of Proxy Voting
RESULTS OF PROXY VOTING DISCRETIO TOTAL TOTAL RESOLUTION FOR AGAINST ABSTAINED EXCLUDED NARY FOR AGAINST (VOTED FOR) (% OF ELIGIBLE PROXY VOTES) 5
Slide 6: CEO Presentation
ant rent.com.au CEO PRESENTATION
Slide 7: FY22 – Key Achievements
FY22 – KEY ACHIEVEMENTS STRONG FY22 OPTIMISED THE MAJOR NEW FINANCIAL RESULTS RENTPAY APP PARTNERSHIP • • • • • • • • • 7
Slide 8: Our Businesses
OUR BUSINESSES SEARCH PHASE TENANCY PHASE • • • • • • • • • • • • 8
Slide 9: Rent.com.au – Our Search Business
RENT.COM.AU – OUR SEARCH BUSINESS • • • • • • #1 AUSTRALIA’S #1 RATED REAL-ESTATE APP 9
Slide 10: The Renter Experts
THE RENTER EXPERTS MILESTONE: 1,500,000 RENTER RESUMES >7m Property enquiries and applications MONTHLY RENTER RESUMES Gen X 20% Gen Z 38% Gen Y (Millennials) 36% 10
Slide 11: RentPay – Our Tenancy Business
RENTPAY – OUR TENANCY BUSINESS THE TENANCY PERIOD IS IMPORTANT TO US BECAUSE IT PROVIDES A 20X ADDRESSABLE MARKET IN TERMS OF VALUE, DURATION AND PEOPLE • ALL ALL • • • RENTING POPULATION, PHASES OF OCCUPANCY SEARCH PHASE TENANCY PHASE 5% 95% 11
Slide 12: What We're Solving for Tenants
WHAT WE’RE SOLVING FOR TENANTS CHOICE OF PAYMENT METHODS PAYMENT FLEXIBILITY Renter 1 $200 $200 $200 $200 Weekly Wk1 Wk2 Wk3 Wk4 $500 Renter 2 $100 $200 Ad Hoc Wk1 Wk2 Wk3 Wk4 $400 $400 Renter 3 FN (pay day) Wk1 Wk2 Wk3 Wk4 SCOREBUILDER SAFETYNET BUFFER BILL SMOOTHING 12 †
Slide 13: What We're Solving for Agents
WHAT WE’RE SOLVING FOR AGENTS PAYMENT CERTAINTY. FEATURES, TIME SAVING, CONVENIENCE • $200 $200 $200 $200 • $200 $200 • $200 $200 • $200 $200 $200 $200 Wk1 Wk2 Wk3 Wk4 • 13
Slide 14: Growth Lever 1: Customers
GROWTH LEVER 1: CUSTOMERS Customers using RentPay is a key growth driver, both direct (Renters) and via Agents that choose to use RentPay as their preferred payments platform ARPU CUSTOMERS 14
Slide 15: RentPay Marketing
RENTPAY MARKETING • • 2 December 2022 • • MONTHLY UNIQUE VISITORS TO WWW.RENTPAY.COM.AU 15
Slide 16: Growth Lever 2: ARPU
GROWTH LEVER 2: ARPU RentPay is designed as a platform for layering multiple services. Each of these services contribute to the overall attractiveness of RentPay AND to the ARPU we earn ARPU CUSTOMERS 16
Slide 17: Product / ARPU Opportunities
PRODUCT / ARPU OPPORTUNITIES Electricity & Gas Internet Mortgages Savings Rewards ✓ • • • • 17
Slide 18: Outlook
OUTLOOK rénit.com.au Q2 FY23 challenging from a revenue perspective (seasonality, advertising sales) BUT: * Launch of Origin partnership (RentConnect and Bill Smoothing) * Refresh of www.rent.com.au site look & feel, technology (improving performance) * Planning for Q3 FY23 RentPay marketing campaig
Slide 19: Questions?
ant rent.com.au QUESTIONS? Click on the Q&A icon to ask a question ga? Q&A
Slide 20: Thank You
THANK YOU Contact: investors@rent.com.au 08 6145 2609