Seek Limited · ASX:SEK
Seek — Shareholder Meeting (November 2018)
27 slides from Seek's shareholder meeting presentation, Nov 27, 2018
Slide 1: Annual General Meeting 2018 CEO's address
For personal use only Annual General Meeting 2018 CEO’s address 27 November 2018
Slide 2: SEEK's Purpose and what to expect from SEEK
SEEK’s Purpose: To help people live more fulfilling and productive working lives and help organisations succeed Asia SASS aa SEEK Investments Candidat. Relationships c40m+ c150m+ Mi Relationships c200k+ c700k+ Population Exposure c900m c2b What to expect from SEEK? * To solve important and complex p
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Slide 4: SEEK continues to invest to go after large market opportunities
SEEK continues to invest to go after large market opportunities Phases in SEEK’s History Phase 1 Phase 2 Phase 3 Phase 4 Commenced 1997 Commenced 2005 Commenced 2012 Commenced 2015 Talent Sourcing ey /Placements ANZ Online employment marketplace : Using product, tech and data to create ' efficiencie
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Slide 6: This approach has delivered long-term shareholder returns
...and this approach has delivered long-term shareholder returns. Revenue CAGR of 28% Consistent Long-term focus Meni leaders EBITDA CAGR of 27% purpose & + & sustained + exposedtolarge _— (CAGR period FY04-18] strate investment addressable Strong total wy markets 9 shareholder returns 1,400 % SEEK’
Slide 7: Group Financial Performance
For personal use only Group Financial Performance
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Slide 9: SEEK generates strong cash flows alongside a robust balance sheet
SEEK generates strong cash flows alongside a robust balance sheet SEEK generates ... that has supported sustained growth in strong cash flows’... dividends $495m 46.0 $457m 44.0c $416m 40.0c $380m 36.0c $315m 30.0c $241m 22.0¢ $200m 17.3¢ $153m 14.3¢ 11.9 g10ms 6 9.2¢ sere ezege2# 2ESE serserzxe 22g
Slide 10: Asia Pacific & Americas (AP&A)
For personal use only Asia Pacific & Americas (AP&A)
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Slide 12: SEEK ANZ and SEEK Asia performing well, LatAm disappointing
SEEK ANZ and SEEK Asia are performing well, LatAm delivered disappointing results FY18 Financials (A$m)' Results & Insights Constant Revenue growth of 9% (constant currency) Egnsolidated Entities Growth Currency» SEEK ANZ & SEEK Asia delivered combined Revenue FY18 FY17 % % 0, SEEK ANZ 411.8 355.9 1
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Slide 17: SEEK Investments
For personal use only SEEK Investments
Slide 18: SEEK Investments: Focus on supporting existing portfolio and high growth investments
SEEK Investments: Focus is on actively supporting existing portfolio and making high growth investments FY18 Financials (A$m) Results & Insights Constant Reported results are not reflective of underlying Consolidated Entities A$m Growth Currency business performance due to consolidation of Revenue F
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Slide 20: Zhaopin is well positioned for long-term growth
Zhaopin is well positioned for long-term growth Strong positional assets anchored in white collar ... Market leader by # of hirers & registered users Strong strategic assets *779k hirer relationships * 158m registered users * 107m completed resumes 20 Source: iResearch reports- 2016 ... recent initi
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Slide 23: Outlook
For personal use only Outlook
Slide 24: FY19: No changes to short-term guidance
FY19: No changes to short-term guidance ( > FY19 guidance [excluding significant items] Note, forecasting is challenging given exposure to different FX rates and variations in macro conditions across multiple markets « AFFIRM: Revenue growth in the range of 16% to 20%! [FY19 vs FY18] ¢ AFFIRM: EBITD
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Slide 26: Disclaimer
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 parti
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