Pureprofile Ltd. · ASX:PPL
Pureprofile — Shareholder Meeting (November 2022)
36 slides from Pureprofile's shareholder meeting presentation, Nov 21, 2022
Slide 1: ASX Announcement: FY22 AGM Chairman's Address and Presentation
ASX Announcement 21st November 2022 FY22 AGM - Chairman’s Address and Presentation Pureprofile Limited (ASX:PPL) (Company) is pleased to attach the following documents to be presented at its 2022 Annual General Meeting being held at 3:00pm (Sydney time) today: • Chairman’s Address • AGM Presentation
Slide 2: FY22 AGM - Chairman's Address
ASX Announcement 21st November 2022 FY22 AGM - Chairman’s Address Good Afternoon, My name is Andrew Edwards and I am the Chairman of Pureprofile Limited. On behalf of the Board, I welcome you to the 2022 Annual General Meeting. I am truly proud of the turnaround that Pureprofile has achieved in a fe
Slide 3: Chairman's Address (continued)
As such, it was a pleasure to welcome Albert Hitchcock to the Board as a Non-executive Director in July 2022 to address the product, technology and innovation gap. Prior to joining the Board Albert had been assisting in an advisory capacity. Albert brings to the Board 30 years of experience in the t
Slide 4: November 2022 AGM Investor Presentation
2022 November 2022 AGM Investor Presentation Presented by : Martin Filz - CEO Melinda Sheppard - CFO
Slide 5: Disclaimer
Disclaimer This document has been prepared by Pureprofile Limited (Pureprofile) and comprises written materials/slides for a presentation concerning Pureprofile. This is not a prospectus, disclosure document or offering document. This document is for information purposes only and does not constitute or
Slide 6: Pureprofile Today
29% of Australians say they don’t feel represented in portrayals of Pureprofile SECTION ONE: families/households in advertising Today Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 7: How Pureprofile works
// PUREPROFILE TODAY How Pureprofile works Market Research tells you why something is happening Digital Advertising helps you enhance or change it Data lies at the core of our business We are in the business ● It powers the insights we generate for market Our established online research projects Leve
Slide 8: Our business
// PUREPROFILE TODAY Our business Providing consumer insights to help businesses make informed decisions and better media campaigns Why clients work with us What services we offer our clients How our business grows Our client value proposition Our divisions Our corporate strategy Global reach Data &
Slide 9: Our solutions
// PUREPROFILE TODAY Our solutions Expected % of Current % Product description and client benefits revenue by of revenue EOFY 24 Online market research solutions that connects clients to groups of deeply profiled consumers. Data & Insights We offer a range of market-leading solutions that deliver criti
Slide 10: The opportunity
// PUREPROFILE TODAY The opportunity We have significant Data and Insights tailwinds in the industry, these include: Growth Privacy Data hacks Macro economic outlook Demise of 3rd party cookies Competitor disruption Global insights turnover, 2021 Global insight net growth rates 2021 (adjusted for infl
Slide 11: The opportunity: fastest growing markets
// PUREPROFILE TODAY The opportunity Growth trends in both Asia Pacific and Europe provide exciting opportunities for Pureprofile to grow its presence in these regions Top 10 fastest growing markets in Asia Pacific Top 10 fastest growing markets in Europe Net growth rates in 2021 (%) Net growth rates i
Slide 12: The opportunity: US and Australia growth
// PUREPROFILE TODAY The opportunity Since 2017 there has been notable net growth in the US and Australia Turnover and net growth United States Turnover and net growth Australia Improved estimates Reassessment of the industry 11.4% Expected Expected 11.4% 69,472 9.7% 62,637 53,715 1,999 46,245 43,57
Slide 13: Clear corporate growth strategy
// PUREPROFILE TODAY 01: Global business 02: Technology Focus on building a stronger Accelerate our technology solutions global business, global - Client facing solutions panel and adding - Internal efficiency complementary data sources through strategic - SaaS partnerships Clear corporate growth stra
Slide 14: Our 3-stage strategy
// PUREPROFILE TODAY Our 3-stage strategy STAGE 1 Invest in people, panel & technology STAGE 3 Company restructure & recapitalisation ● Replicate successful Australian Data and Insights Overlay end-client facing technology business unit in new markets outside of Australia Restructure the company Pro
Slide 15: Pureprofile at a glance
Data & Insights Pure.amplify UK Mainland Europe SaaS Platform Operations Hub USA 2022 2022 India Philippines Singapore Malaysia 2022 2022 2022 2022 Pureprofile at a glance 9 Offices globally $39m in revenue from repeat Australia clients (12 mths to 30 Sept 22) 770 clients globally $9.7m in annuity reve
Slide 16: People & Culture
People & SECTION TWO: Culture 70% of Australians prefer to stream video content on Smart TVs rather than their smartphones or tablets Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 17: Our strong people & culture focus
// OUR PEOPLE & CULTURE Our strong people & culture focus Gender diversity: Nationality & ethnicity: Age diversity: 53% Male 19 nationalities across 33% Under 30 years the group 45% Female 55% 30 – 40 years 48 ethnic backgrounds 1% Gender fluid across the group 12% Over 40 years 1% Non-binary Outcome
Slide 18: Financial Highlights
Financial SECTION THREE: Highlights 37% of Australians are renting their homes Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 19: Accelerated revenue growth in FY22
// FINANCIAL HIGHLIGHTS Results FY22 vs FY21 Revenue $41.7m 39% Accelerated revenue growth in FY22 EBITDA $4.0m 28% $41.7m revenue up 39% on pcp with growth across all regions and business units Business Unit Revenues FY22 vs FY21 $4.0m EBITDA up 28% on pcp due to strong revenue Data & Insights APAC
Slide 20: $12m in record quarterly revenue
// FINANCIAL HIGHLIGHTS Results Q1 FY23 vs Q1 FY22 Revenue $12.0m 17% $12m in record quarterly revenue EBITDA $1.0m (9%) $12.0m revenue for Q1 FY23 up 17% on pcp with growth attributed to strong growth in the core Data & Insights business, from both new and existing clients Business Unit Revenues Q1
Slide 21: A strong start for Q2
// FINANCIAL HIGHLIGHTS A strong start for Q2 Results Oct FY23 vs Oct FY22 Revenue $4.1m 19% $4.1m revenue for October 22 up 19% on pcp, with 25% growth in the core Data and Insights business consistent with prior periods Business Unit Revenues Oct FY23 vs Oct FY22 SaaS platform revenue up 15% on pc
Slide 22: FY22 financial trends
// FINANCIAL HIGHLIGHTS FY22 financial trends Revenue $M Data & Insights Revenue $M SaaS Revenue $M EBITDA $M Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile NB: EBITDA excludes significant items including share based payments
Slide 23: EBITDA Margin FY23 Q1 v Q4 by region - Data & Insights
// FINANCIAL HIGHLIGHTS EBITDA Margin FY23 Q1 v Q4 by region - Data & Insights All regions expected to show EBITDA margin expansion by the end of FY23 ● Headcount investment into the UK is expected to deliver a larger uplift in margin expansion over the year ● Margins in Australia are higher due to
Slide 24: A key focus of moving towards profitability
// FINANCIAL HIGHLIGHTS Statutory Net (Loss)/Profit after tax $M A key focus of moving towards profitability Net losses after tax and EBITDA improving consistently since the recapitalistion demonstrating the success of executing our corporate strategy After a number of years of reinvestment to grow ou
Slide 25: FY23 financial outlook
// FINANCIAL HIGHLIGHTS FY23 financial outlook Developing Financial guidance new partnerships Moving to profitability Operating cash flow positive ● Full year FY23 Revenue ● Whilst still growing topline we are ● Q1 FY23 cash flow was guidance in line with external focussing on moving towards net impacte
Slide 26: Operating Highlights
Operating SECTION FOUR: Highlights 50% of Brits, Americans, Aussies and Kiwis say they’re using their car less due to rising fuel costs Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 27: Operational Key Performance Indicators - FY22
// OPERATING HIGHLIGHTS Operational Key Performance 48% 217% YoY increase in revenue from regions YoY revenue growth from SaaS Indicators - FY22 outside of Australia from 136 new clients clients 35% 22% $37.5m YoY increase in project volume in revenue coming from repeat YoY increase in completed sur
Slide 28: Some new organisations that used our services in FY22
// OPERATING HIGHLIGHTS ANZ UK EUROPE SE Asia Some new organisations that used our insights or Pure.amplify services in FY22 Pureprofile (ASX: PPL) Investor Presentation Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile Copyright © 2022 Pureprofile
Slide 29: Corporate Strategy
Corporate SECTION FIVE: Strategy 1/4 of Singaporeans feel university degrees are not useful Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 30: The 3 stages of our strategy
// CORPORATE STRATEGY Summary The 3 stages of our strategy Company restructure & recapitalisation COMPLETED Invest in people, panels & technology WE ARE HERE Overlay end-client facing technology LOOKING FORWARD Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 31: FY23 strategic initiatives
// CORPORATE // CORPORATE STRATEGY STRATEGY FY23 strategic initiatives Developing new partnerships Deliver successful US audience builder pilot. Enhance existing partnerships launched in FY22. Sign additional partnerships in SE Asia, UK and US Objective: Begin delivering success from new partnership
Slide 32: Looking Forward
Looking SECTION SIX: Forward 50% of Kiwis said rising interest rates are a cause of concern Pureprofile (ASX: PPL) Investor Presentation // Copyright © 2022 Pureprofile
Slide 33: Our growth plan
// LOOKING FORWARD Our growth plan Stage 2 of our growth plan will continue to be an investment phase. Through this period we will keep investing in our sales capability, panels, technologies and platforms to enable us to scale further and to make the most of the opportunities we see in existing and
Slide 34: Strategic priorities to support our growth plan
// LOOKING FORWARD Strategic priorities to support our growth plan ● Further global expansion into new markets across Southeast Asia and Europe Expansion of our ● Further expand our partnership program with new publishers, financial institutions and loyalty programs in multiple countries global busin
Slide 35: Summary
// LOOKING FORWARD Summary Accelerated revenue growth Positive EBITDA and Operating cash flow Investing for the future Highly engaged employees Loyal and satisfied clients Pureprofile Pureprofile (ASX: (ASX:PPL) PPL)Investor Presentation Investor Presentation// //Copyright Copyright©©2022 2022Pureprofil
Slide 36: Contact
// CONTACT Contact 263 Riley Street Surry Hills NSW 2010 Australia +61 2 9333 9700 info@pureprofile.com business.pureprofile.com This presentation has been authorised for release to the ASX by the Board of Directors. Martin Filz Melinda Sheppard Chief Executive Officer Chief Operating Officer martin@purep