Rma Global Ltd. · ASX:RMY
Rma Global — Investor Presentation (August 2021)
15 slides from Rma Global's investor presentation, Aug 26, 2021
Slide 1: Investor Presentation August 2021
For personal use only Investor Presentation August 2021 1 Investor presentation | August 2021
Slide 2: Overview - RMA Global Limited (ASX:RMY)
Overview - RMA Global Limited (ASX:RMY) For personal use only ● Online business providing comprehensive data on sale results for residential real estate agents and reviews of agent performance from vendors and RMA buyers Global Limited ● (ASX: Agents use our data to build their digital profile to mar
Slide 3: Ongoing product investment driving agent exposure and trust
Ongoing product investment driving agent exposure and trust For personal use only Upgraded profiles and new marketing tools enable agents to showcase and share their results on social media 3 Investor presentation | August 2021
Slide 4: Data the key to long term success in the US
Data the key to long term success in the US For personal use only Agent data via MLS and brokerage partnerships Powering agents profiles with the best data ● Have over 820,000 clean agent data feeds. ○ MLS and large brokers (RE/MAX, etc.) unlock key networks and regions ○ 60% of Tier 1 agents ● Low c
Slide 5: Strong growth of agents on the platform in the US
Strong growth of agents on the platform in the US For personal use only Agents on platform Significant growth in agents on the platform; ● 122% YoY increase* US = 136,500 ● Through partnerships with major MLS and brokerages (RE/MAX & BHHS) we get close to agents and get more agents on the platform AU
Slide 6: US agents engaged and building digital footprint
US agents engaged and building digital footprint For personal use only Cumulative reviews and review requests Review growth strategy ● Aggregating reviews onto one profile to build a single snapshot of an agent’s success - strong early success ● Focus on getting agents to 3+ reviews ● Review automati
Slide 7: US Revenues growing as reviews increase
US Revenues growing as reviews increase For personal use only Annualised Revenue Run Rate - $US Revenue growth ● As reviews increase agents are more likely to subscribe ● Product pipeline focussed on adding value to the paid subscriptions ● Promoter testing underway ● Targeting Teams and offices of a
Slide 8: Market leading position in Australia
Market leading position in Australia For personal use only Agents on the platform and reviews Strong agent engagement ● 82% of properties sold in FY21 were sold by agents with an active RMA profile ● 52% of agents who sell >80% of all properties have a subscription. ● Biggest year of review generatio
Slide 9: Australian Subscribers all time high - Promoter growing quickly
Australian Subscribers all time high - Promoter growing quickly For personal use only Subscription revenue Promoter revenue ● Subscription revenue in FY21 up 22%. Further growth through: ● Promoter revenue continues to grow significantly. ● Subscription product enhancements FY21 Promoter revenues up
Slide 10: NZ: Agent Usage
NZ: Agent Usage For personal use only Claims and reviews Revenues by product ● Starting to see more and more agents in key regions getting on board ● Auckland growth particularly strong 10 Investor presentation | August 2021
Slide 11: Key Financial Metrics
For personal use only Key Financial Metrics 11 Investor presentation | August 2021
Slide 12: Key Financial Metrics
Key Financial Metrics For personal use only ANZ Agent subscription Promoter revenue* revenue* Up 152% Key metrics Up 21% US Agent subscription Promoter revenue* revenue* Up 227% Up 612% *Revenues are in AUD 12 Investor presentation | August 2021 * all numbers in AUD
Slide 13: Key Financial Metrics (continued)
Key Financial Metrics (continued) For personal use only Total recurring revenue NPAT Up 52% Up 9% Total Agent subscription Net loss per share revenue Up 27% Down 21% Total Promoter revenue Up 154% 13 Investor presentation | August 2021
Slide 14: Strong fundamentals driving ARRR
Strong fundamentals driving ARRR For personal use only Group ARRR RMA took a major step forward in all operations in FY21: Highest levels of platform usage in all markets ● Every market saw strong review growth, reflecting uptick in revenues Strong balance sheet with good cash headroom FY22 Focus: ●
Slide 15: END
For personal use only END 15 Investor presentation | August 2021