Slide 1: FY16 Results presentation
For personal use only SEEK Limited FY16 Results presentation 12 months to 30 June 2016
Slide 2: SEEK is having a global impact improving people's lives
SEEK is having a global impact improving people's lives across employment & education Our Purpose: To help people live more fulfilling and productive working lives and help organisations succeed aN2 Int tional i Employment nternationa Education 35+ MILLION 380+ MILLION 20,000+ Monthly Visits Monthly
Slide 3: FY16 Key Financial Highlights
FY16 Key Financial Highlights i Revenue growth of EBITDA growth of NPAT of $198m! Dividend growth of i 11% 5% a 11% | 17% excluding 14% excluding before significant items | SEEK Learning SEEK Learning & investments in early | stage ventures | ANZ Employment International Education = Revenue & EBITDA
Slide 4: SEEK's track record of investment has led to strong financial results
SEEK’s track record of investment has led to strong financial results Reported Revenue Reported EBITDA FY 04- FY 16 CAGR of 30% FY 04- FY 16 CAGR of 31% $188.3m $15.3m $143.1m $13.1 $109.8m $110.1m 78 en $i6.m $274.0m $210.2m_ $208.3m —$211.4m $44.3 $157.0m (3.5m) (1.9m) FYO4 FYOS FYO06 FYO7 FYO8 FY
Slide 5: Size of market opportunity
Size of market opportunity Phase 1 - 1997 (start of phase} Phase 2 - 2005 Phase 3 Talent Sourcing/Placements Using product, tech and data to create efficiencies and insights to select the most relevant candidate or career Phase 3 - 2012 Phase 4 Human Capital Management Solving big problems around en
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Slide 9: Excluding Early Stage Ventures & SEEK Learning, underlying NPAT growth was 14%
Excluding Early Stage Ventures & SEEK Learning, underlying NPAT growth was 14% Underlying Financial Results Growth FY16 FY15 % Reported NPAT before abnormals 178.9 186.8 (4%) Add back Early Stage ventures 19.2 6.2 210% Underlying NPAT 198.1 193.0 3% Less: Learning 2.2 21.1 (90%) Underlying NPAT excl
Slide 10: SEEK generates strong cash flows & has a strong balance sheet
SEEK generates strong cash flows & has a strong balance sheet... Strong growth in operating cash flow! Strong credit metrics FY06 to FY16 CAGR of 23% $241.3m_ $200.3m $153.1m $105.2m $104,0m $116.2m $77.71m 4 . al J FY06 FY07 FYO8 FYO? FY10 FY11 FY12 FY13 FY14 FY15 FY16 10 ‘Based on SEEK’s cash flow
Slide 11: ... and continues to pay a growing stream of dividends
... and continues to pay a growing stream of dividends. Financial Results (per share metrics) Track record of Dividend Growth Dividends (cents per share) cents Growth FY09 to FY16 CAGR of c23% 40.0 EPS FY16 FY15 cents % 360 Basic EPS - Reported 103.7 82.1 21.6 26% soo Basic EPS - Underlying" 57.5 56
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For personal use only 33% 6.5% 2.8% 2.3% Professional networks Online classifieds Aggregators • • • 14
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For personal use only ▪ ▪ ▪ Candidate ▪ value & engagement ▪ ▪ Hirer ▪ engagement & efficiencies ▪ ▪ ▪ 15
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For personal use only • • Candidate • value & • engagement • • • Hirer engagement & • efficiencies 16
Slide 17: ANZ Employment remains well positioned for strong growth
ANZ Employment remains well positioned for strong growth ( Human Capital Management ) Solving big problems around engaging and coordinating large pools of labour Uniquely positioned given capabilities in product & tech combined with our strategic assets & deep knowledge of © hirer and candidates nee
Slide 18: International
= = | S @ DD) = @ aN A A - INTERNATIONAL S) LL , Ju
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Slide 21: International delivered record financial results
International delivered record financial results Reported Financials (A$m) FY16 Highlights | Constant —_ Revenue growth of 18% Consolidated entities Growth Currency —« Constant currency basis, revenue growth was 15% Revenue FY16 FY15 % % Zhaopin 329.1 252.8 30% 19% EBITDA growth of 17% SEEK Asia 141
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Slide 26: Global collaboration is strengthening SEEK's international businesses
Global collaboration is strengthening SEEK’s international businesses by accelerating the launch and scaling up of new products and services 26 Global Project Collaboration Company Reviews Candidates access for knowledge about relevant companies Role Insights Candidates obtain actionable insights in
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Slide 34: Short-term guidance: FY17
Short-term guidance: FY17 * NPAT: Reported NPAT of approximately A$215m to A$220m before deducting investments in early stage growth options of approximately A$25m * Inthe event that SEEK makes further investments in Early Stage Ventures or other growth initiatives we will update our guidance statem
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Slide 37: SEEK Group: FY16 Segment Results
SEEK Group: FY16 Segment Results FY16 Segment Results (from p.49 of SEEK’s Appendix 4E) International Total Early ANZ SEEK Brasil Intl Stage Employment —Zhaopin Asia Online occ Other Total Education Ventures Near ended 30 June 2016 Notes $m $m $m $m $m $m $m $m $m $m Sales revenue 313.1 329.1 141.8
Slide 38: Strong balance sheet
Strong balance sheet Net debt breakdown Key insights 30-June-16 Debt Facility ; Cash & Net Strong group balance sheet Limit Borrowings Cash men Equiv. ebt! . . Agm Asm asm Robust balance sheet with reported net debt of A$190m SEEK Limited A$518m (218.0) SEEK Limited US$273m (366.4) * All of SEEK’s c
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Slide 40: Zhaopin FY16 Earnings Release (USGAAP) to SEEK's Reported Results (IFRS) Reconciliation
Zhaopin FY16 Earnings Release (USGAAP) to SEEK’s Reported Results (IFRS) Reconciliation FY16 Zhaopin Reported Financials - USGAAP to IFRS Reconciliation RMBm Zhaopin Classification Accounting Zhaopin Consolidated Differences Differences IFRS USGAAP (between SEEK & Zhaopin) Total Revenue 1,542.9 n/a
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For personal use only 83.6 73.9 66.5 510 57.1 418 335 384 41.3 315 257 222 FY2012 FY2013 FY2014 FY2015 FY2016 FY2012 FY2013 FY2014 FY2015 FY2016 Q4 FY15 Q4 FY16 2.7 3,114 2,991 2.3 2,633 2,556 2,565 2.2 1.8 1.4 922 915 FY2012 FY2013 FY2014 FY2015 FY2016 FY2012 FY2013 FY2014 FY2015 FY2016 Q4 FY15 Q4
Slide 42: SEEK Asia - Key Operating Metrics
SEEK Asia - Key Operating Metrics’ 42 Visits2 a Jobs Ads? a Hirers4 a Profiles® Se Placements® ee Visits (‘m] PCP growth Job ads [#] PCP growth Hirers (#] PCP growth Profiles (‘m] PCP growth Lead over nearest professional network Lead over nearest aggregator JebStreet.com osDB.. Mature Developing ma
Slide 43: Latin America - Key Operating Metrics
Latin America - Key Operating Metrics Brasil Online (Catho only) p> OCC Gocemunait Jun-16 Jun-16 Visits! Visits (‘m]} 4.9 Visits! Visits (‘m] 5.2 PCP growth -21% PCP growth 8% _— Jobs Ads? Job ads (#] 108,182 Jobs Ads? Job ads (#) 97,793 PCP growth -19% V PP growth 3% invoiced Invoiced jobseekers (#
Slide 44: Disclaimer
44 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 pa