Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2012)
17 slides from Rea's shareholder meeting presentation, Nov 14, 2012
Slide 1: REA Group Annual General Meeting 14 November 2012 - Chairman
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 14 NOVEMBER 2012 CHAIRMAN Hamish McLennan
Slide 2: Financial Highlights 2012
Financial Highlights 2012 Commercial 11 April, in 2012 For personal use only Confidence Group financial highlights* included: • Revenue of $277.6 million, an increase of 16% • EBITDA of $126 million, up 22% • Net Profit of $86.8 million, up 29% • Cash grew to $181.6 million, up 32% • Earnings Per Sh
Slide 3: FY12 Financial Highlights
FY12 Financial Highlights Commercial 11 April, in 2012 For personal use only Confidence *Data accessed from ASX website (November 2012)
Slide 4: REA Group Annual General Meeting - CEO & Managing Director
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 14 NOVEMBER 2012 CEO & MANAGING DIRECTOR Greg Ellis
Slide 5: REA Group: Market Leaders in Growth & Innovation
5 REA Group Market Leaders in Growth & Innovation For personal use only • REA Group operates property websites in Australia and international markets • We aim to be globally known as the leading, most innovative digital marketing company for property and the first choice for customers, advertisers a
Slide 6: Key highlights of our performance for the year ended June 2012
6 Key highlights of our performance for the year ended 30 June 2012 1 • Group revenue growth at 16% For personal use only • Continued EBITDA growth across the Group at 22% • Revenue growth continues in core Australian market at 15% • Revenue growth of 35% for Italy (44% in local currency), positive
Slide 7: Growth continues in key areas for all countries
7 Growth continues in key areas for all countries For personal use only (1)Source: REA Group and Yahoo Finance
Slide 8: REA operates and invests throughout the property life cycle
8 REA operates and invests throughout the property life cycle… • Premiere Property For personal use only • Highlight Buy and Lease Existing Property • Diamond • Advertising Customer upgrades New Digital • Social Media Office Property • Developer Display • Project Profiles Property Life Cycle Data &
Slide 9: Australian market continues to deliver
9 Australian market continues to deliver For personal use only Revenue Categories $M 2012 2011 Growth YoY Subscription revenue $ 110.3 $ 101.5 8.7% Listing Revenue $ 87.4 $ 74.0 18.1% Media & Other (1) $ 48.5 $ 38.1 27.2% Total revenue $ 246.2 $ 213.6 15.3% . (1) Media & Other is remaining revenue a
Slide 10: Australia key growth drivers
10 Australia key growth drivers For personal use only Key Highlights • #1 Australian residential real estate site • Continued growth in value-added products • New products delivered: • Diamond Subscription take up rates accelerating with contract renewals • Highlight uptake exceeded expectations • P
Slide 11: REA Media
11 REA Media For personal use only Brand Highlights • Media and Developer revenues up by 31% • Top ten publisher in agency bookings • Key focus for ongoing innovation • ‘Project Profiles’ to showcase Developer branding and total Projects with improved functionality such as imbedded video • Growth dr
Slide 12: realestate.com.au outperforms on audience and engagement
12 realestate.com.au outperforms on audience and engagement For personal use only 1. Nielsen Online Ratings, Domestic Audience, Unique Audience, Average September 2011 – June 2012 2. Nielsen Online Market Intelligence, Total Traffic, Unique Browsers, Average July 2011 – June 2012 3. Nielsen Online M
Slide 13: Mobile growth continues – Australia
13 Mobile growth continues – Australia For personal use only Rapid mobile growth • 34% of total visits are now from mobile devices • m.site traffic has doubled since June 2011 to 1.3m Unique Browsers(1) while desktop traffic has been sustained. Our customers are moving to mobile • Mobile apps downlo
Slide 14: Casa.it goes from strength to strength
14 Casa.it goes from strength to strength For personal use only Casa.it • Italy’s number one property site • Strong revenue growth 44% • Excellent ARPA growth 44% • Full year EBITDA profit • Average Unique (3) Audience 1.6 times more than the second ranked site • Decline in customer numbers were due
Slide 15: Revenue and EBITDA growth across international businesses
15 Revenue and EBITDA growth across international businesses For personal use only atHome.lu /atHome.de/ immoregion.fr squarefoot.com.hk • #1 in Greater Luxembourg • Excellent online growth • Paying agents growing in France • EBITDA growth from consolidation of print publications • ARPA decrease due
Slide 16: REA Group's growth record
16 REA Group’s growth record For personal use only
Slide 17: Disclaimer
17 Disclaimer The material herein is a presentation of non-specific background information about the Company’s current activities. It is information given in For personal use only summary form and does not purport to be complete. Investors or potential investors should seek their own independent adv