Seek Limited · ASX:SEK
Seek — Macquarie Conference 2018
30 slides from Seek's conference presentation, May 3, 2018
Slide 1: SEEK Limited Macquarie Conference May 2018
For personal use only SEEK Limited Macquarie Conference May 2018
Slide 2: SEEK's Purpose
SEEK’s Purpose: To help people live more fulfilling and productive working lives and help organisations succeed Asia Pacific & Americas mvactnente (AP&A) Candidate c40m+ c140m+ Relationships tions c200k+ c600k+ Relationships Populati Exposure c900m c2b Significant scope for SEEK to fulfil its purpos
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Slide 4: SEEK is investing and evolving to go after large market opportunities
SEEK is investing and evolving to go after large market opportunities Phases of growth Phase 1 Phase 2 Phase 3 Phase 4 Commenced 1997 Commenced 2005 Commenced 2012 Commenced 2015 Talent Sourcing /Placements ANZ Online employment marketplace Using product, tech and data to create efficiencies and ins
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Slide 8: SEEK has a long term track record of value creation
SEEK has a long term track record of value creation Revenue CAGR of 29% Market leaders Consistent Long term focus EBITDA CAGR of 31% purpose & + & sustained + exposed to large | — (CAGR period Hi 04-H1 18) trat i addressable strategy investment markets Strong total shareholder returns SEEK’s TSR ret
Slide 9: Asia Pacific & Americas (AP&A)
For personal use only Asia Pacific & Americas (AP&A)
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For personal use only • • SEEK Asia, Brasil, OCC • are broadly here •
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Slide 13: ...and strong growth in financial results
..and strong growth in financial results. Sustained focus ...led to strong ..and delivered record on investment ... revenue growth... levels of earnings ANZ Product & Tech capex [A$m] ANZ Revenue [A$m] ANZ EBITDA [A$m] 9 36% 198 35 48% 358 we 313 3 Fyit FYi2) FYI3. FYI4 FYI5 FY16 FYI7 FYI) FYI2) FYI
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Slide 16: Brasil Online is positioning itself for an eventual recovery
Brasil Online is positioning itself for an eventual recovery Financial results are showing some signs of improvement *Declines in candidate pays revenue are stabilising *Hirer pays revenue performing well (H1 18: +11% vs pcp) Investment in Sales, Al and Data led to robust growth in operating metrics
Slide 17: OCC is taking a medium to long term approach to capture a large market opportunity
OCC is taking a medium to long term approach to capture a large market opportunity External and internal issues led to weak short-term results Employment: Impacted by earthquake and weak macro conditions *Education: Issues with lead mix and sales force effectiveness led to us resizing the business f
Slide 18: SEEK Investments
For personal use only SEEK Investments
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For personal use only Accumulated Deal Accumulated Sale Accumulated Accumulated Accumulated Analyst investment valuation1 investment Price investment2 EBITDA investment consensus 20
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For personal use only RMB'm 2,000 • 1,800 • 1,600 1,400 1,200 1,000 800 600 400 • 200 - • (200) (400) FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 Rev EBITDA • • •
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For personal use only • 10,000 • 9,000 8,000 7,000 6,000 5,000 • 4,000 3,000 2,000 1,000 0 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 TP1 TP2 TP3 (12/13) (12/13) (12/13) (13/14) (13/14) (13/14) (14/15) (14/15) (14/15) (15/16) (15/16) (15/16) (16/17) (16/17) (16/17) • • • •
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Slide 26: Outlook
For personal use only Outlook
Slide 27: Confirming short term guidance provided at H1 FY18 Result
Confirming short term guidance provided at H1 FY18 Result FY18 guidance (excluding significant items)’ Note, forecasting is challenging given SEEK’s exposure to different FX rates and variations in macro conditions across multiple markets * CONFIRM: Revenue growth in the range of 20% to 25%? (FY18 v
Slide 28: SEEK is well positioned to grow long term shareholder value
SEEK is well positioned to grow long term shareholder value SEEK operates a unique platform... ..With significant growth in AP&A... ..and opportunities to create value via Investment activities Operates market leaders in countries typically in high growth markets like China, Asia and LatAm SEEK has
Slide 29: Disclaimer
nN 5 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
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