Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2014)
14 slides from Rea's shareholder meeting presentation, Nov 13, 2014
Slide 1: REA Group Limited Annual General Meeting 2014
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 2014 Hamish McLennan, Chairman 13 November 2014
Slide 2: Our 5 year growth record
Our 5 year growth record For personal use only 2
Slide 3: 2014 REA Group business summary
2014 REA Group business summary For personal use only AU$ million FY 2014 FY 2013 Growth Revenue 437.5 336.5 30% EBITDA 225.1 163.9 37% Net Profit 149.9 109.7 37% Earnings per share (EPS) cents 113.7c 83.3c 36% Dividend per share (DPS) cents 57.0c 41.5c 37% 3
Slide 4: Share price performance
Share price performance For personal use only 4
Slide 5: 2014 Australian performance
2014 Australian performance For personal use only (1) (2) 5
Slide 6: 2014 International performance
2014 International performance Italy FY 2014 FY 2013 Growth For personal use only Revenue (€m) 20.6 19.7 4% EBITDA (€m) 0.0 1.3 (97%) Average monthly visits (000's) 8,976 7,773 15% Luxembourg & France FY 2014 FY 2013 Growth Revenue (€m) 8.4 6.9 23% EBITDA (€m) 3.5 2.7 29% Average monthly visits (000
Slide 7: International investment
International investment For personal use only • iProperty (IPP) operates real estate portals in Malaysia, • Move operates a network of sites, including realtor.com©, the Singapore, Hong Kong, Macau, Indonesia and investments in official website for the National Association of Realtors® India and th
Slide 8: Annual General Meeting 2014 - Tracey Fellows, CEO
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 2014 Tracey Fellows, Chief Executive Officer 13 November 2014
Slide 9: 2015 Q1 – Our Australian sites lead on all key metrics
2015 Q1 – Our Australian sites lead on all key metrics For personal use only nearest outperforming competitor* the competition 33.6m monthly visits (3) (3) 11.8m 2.8x (average traffic to Australian main and mobile sites) (4) 53,193 (4) 238,287 Average monthly time on site (000's minutes) for Austral
Slide 10: 2015 Q1 Revenue and EBITDA
2015 Q1 Revenue and EBITDA For personal use only * From continuing operations 10
Slide 11: Our purpose
For personal use only Our purpose 11
Slide 12: Making property simple, efficient and stress-free
Making property simple, efficient and stress-free For personal use only Share site My Property Profiles Agent Profiles 12
Slide 13: Positioning for future growth
Positioning for future growth For personal use only Depth products Adjacent products International growth 13
Slide 14: Footnotes and disclaimer
Footnotes and disclaimer (1) Nielsen Online Market Intelligence Home and Fashion Suite Total Traffic for Audited sites average monthly visits for the year ended 30 June for main For personal use only sites for realestate.com.au, realcommercial.com.au and property.com.au combined (including internati