Readytech Holdings Ltd. · ASX:RDY
Readytech — Macquarie Australia Conference 2020
15 slides from Readytech's conference presentation, May 7, 2020
Slide 1: Macquarie Australian Conference - Investor Presentation
ReadyTech Holdings Limited For personal use only ABN 25 632 137 216 7 May 2020 Macquarie Australian Conference - Investor Presentation ReadyTech Holdings Limited (ASX: RDY) (ReadyTech) attaches a copy of the Macquarie Australian Conference - Investor Presentation to be made at ReadyTech’s investor b
Slide 2: Macquarie Australia Conference Presentation
For personal use only MACQUARIE AUSTRALIA CONFERENCE PRESENTATION Marc Washbourne – CEO I Nimesh Shah - CFO ASX: RDY 7 MAY 2020 www.readytech.com.au www.readytech.com.au Page 2
Slide 3: Disclaimer
Disclaimer For personal use only No recommendation, offer, invitation or advice any updates or revisions to this information over time. Any forward-looking statements, This presentation contains general information about the activities of ReadyTech Holdings including projections, guidance on future
Slide 4: ReadyTech – What We Do
ReadyTech – What We Do Mission-critical SaaS for Managing People For personal use only Managing the Student and Employee Lifecycle Student Payroll / Workforce Management Systems Management Systems Increase Subscription / Licence Revenue Compliance / Regulation Regulatory Reporting, Statutory Obligat
Slide 5: Key Operational and Financial Metrics
Key Operational and Financial Metrics For personal use only PRO-FORMA *UNDERLYING *UNDERLYING 1H REVENUE EBITDA NPATA FY20 $19.2 m $8.3 m $4.3 m VS 1H FY19: +19.9% VS 1H FY19: +35.9% VS 1H FY19: +73.8% FY19 Organic: +13.2% FY19 Organic: +28.9% OPERATING AVERAGE CASH FLOW CLIENT CLTV* REVENUE PER REV
Slide 6: Student Management Systems (Education)
Student Management Systems (Education) For personal use only ReadyTech’s core student management system powers many educational institutions and drives improved student experience and graduation rates. THE MODERN EDUCATION INSTITUTION Customer Relationship Management (CRM) STUDENT MANAGEMENT SYSTEM
Slide 7: The Next Generation Student Management System
The Next Generation Student Management System Major opportunity to win larger, complex education institutions with cloud offering For personal use only Smarts ENTERPRISE HIGHER ED MARKET • Automation & Workflows CONCEPTS • Behavioural Analytics for Retention TAFE, UNIVERSITY AND PRIVATE PROVIDERS •
Slide 8: ReadyTech Education Market Opportunity
ReadyTech Education Market Opportunity ReadyTech has made strong progress penetrating institutions across the large addressable market of tertiary education and training with a range of mission-critical systems. For personal use only Australian tertiary TAFE Higher ed Private Enterprise State Govt e
Slide 9: Pathways – “Back to Work” Market
Pathways – “Back to Work” Market ReadyTech is well positioned to support increasing caseloads and government funding for Back to Work sector with market leading cloud based products and services. For personal use only jobactive is Market leading SaaS platform for “back to work” HighLY respected beha
Slide 10: Payroll, HR Administration and Workforce Management (Employment)
Payroll, HR Administration and Workforce Management (Employment) For personal use only ReadyTech is at the core of the employment software ecosystem offering mission-critical Payroll, HR and Workforce Management solutions. THE MODERN EMPLOYER RECRUITMENT INDUCTIONS & CREDENTIALS EMPLOYEE ONBOARDING
Slide 11: ReadyTech Offerings cover the Employment Sector
ReadyTech Offerings cover the Employment Sector For personal use only Comprehensive and complementary Employment product suite targeting higher value Addressable markets for Workforce customers with significant upside potential. solutions and Payroll outsourcing in ANZ estimated to be $2.4bn * SOFTW
Slide 12: Strategic Growth Initiatives
Strategic Growth Initiatives ReadyTech enjoys a range of opportunities to maintain strong rates of growth into the future. For personal use only Attract new and Grow ARPC via Drive upsell and Continued R&D Execute on new offerings and cross-sell across investment in product strategic and Retain and
Slide 13: Strong Revenue and Earnings Growth
Strong Revenue and Earnings Growth For personal use only 1H FY20 RESULTS ($ MILLIONS) Highlights % Change HOH 1H FY20 1H FY19^ Strong organic revenue growth from new client wins and Subscription and licence revenue 16.8 14.4 16.5% cross-selling to existing clients. Implementation, training and other
Slide 14: Outlook
Outlook For personal use only ASX: RDY OUTLOOK RDY expects a FY20 total revenue growth rate of approximately 20% with an organic revenue growth rate in the early double digits. The Company expects the underlying FY20 EBITDA margin to be approximately 40%. ReadyTech FY19 results - P XX Page 14
Slide 15: For personal use only
For personal use only ASX: RDY
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