Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2013)
16 slides from Rea's shareholder meeting presentation, Nov 13, 2013
Slide 1: Annual General Meeting 2013
Annual General Meeting 2013 =
Slide 2: Hamish McLennan - Chairman
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 2013 Hamish McLennan - Chairman
Slide 3: Our Growth Record 2009 – 2013
Our Growth Record 2009 – 2013 Net profit from continuing operations : For personal use only • FY2009 - $28.7 million • FY2010 - $49.4 million • FY2011 - $67.5 million • FY2012 - $86.8 million • FY2013 - $109.7 million 3
Slide 4: Group Business Summary - FY2013
Group Business Summary - FY2013 Group financial highlights included: For personal use only • Revenue of $336.5 million, up 21% • EBITDA of $163.7 million, up 30% • Net Profit of $109.7, up 26% • Total Dividend of 41.5 cents per share, up 26% • Earnings per share of 83.3 cents, up 26% 4
Slide 5: Greg Ellis – Managing Director and Chief Executive Officer
For personal use only REA GROUP LIMITED ANNUAL GENERAL MEETING 2013 Greg Ellis – Managing Director and Chief Executive Officer
Slide 6: Group margin growth driving ASX over-performance
Group margin growth driving ASX over-performance For personal use only (1) REA Group and Yahoo Finance ASX and REA Share price performance for 12 months ended 30 June 2013. 6
Slide 7: Listing depth revenue driving Australian business growth
Listing depth revenue driving Australian business growth For personal use only Key Highlights (1) • 25% growth in Residential is a significant result in a subdued market (1) • Listing depth revenue continues to grow at a strong rate • Listing depth revenue is now the major portion of revenue which i
Slide 8: Innovative strategy delivering growth in Australia
Innovative strategy delivering growth in Australia Key Highlights For personal use only • Australia’s No. 1 residential property site • Accelerated growth in listing depth products • ARPA increase driven by vendors upgrading to listing depth products • Consumers continue to choose realestate.com.au
Slide 9: Complete product hierarchy with proven performance
Complete product hierarchy with proven performance For personal use only (1) • Proven performance of our listing depth products to drive property views • Focus on customer education and awareness increasing product penetration • Complete product hierarchy and features to profile agents and propertie
Slide 10: #1 Australian digital property advertising business
#1 Australian digital property advertising business For personal use only (1) Nielsen Online Market Intelligence Total Traffic for Audited sites, average monthly desktop visits for the 12 months ended 30 June 2013 inclusive of realestate.com.au, realcommercial.com.au and property.com.au, compared to
Slide 11: Growth across all platforms: mobile first philosophy for product development
Growth across all platforms: mobile first philosophy for product development For personal use only Total Australian visits YoY - all platforms 4 4 5 5 5 5 total visits: 32.7m total visits: 24.5m (1) Adobe Omniture SiteCatalyst. Monthly average visits growth for the 12 months ended 30 June 2013 and 2
Slide 12: Casa.it delivers revenue and EBITDA growth in challenging market
Casa.it delivers revenue and EBITDA growth in challenging market • Italy’s No.1 property site For personal use only • Strong revenue growth of 14% • ARPA growth of 27% • EBITDA profit increased 73% • Average Unique Audience 1.5 times greater than the closest competitor • Lost customers represent low
Slide 13: Growth across key metrics in Greater Luxembourg and Hong Kong
Growth across key metrics in Greater Luxembourg and Hong Kong For personal use only atHome.lu / atHome.de / immoregion.fr squarefoot.com.hk • Greater Luxembourg No.1 property site • Excellent online revenue and growth • Paying agents growing in France and Germany • Consumers are choosing Squarefoot.
Slide 14: Everything property, in one place
Everything property, in one place For personal use only By better understanding the needs of our customers and the products and features they want, we aim to use our digital expertise to help people live their property dreams. Whether buying, selling, renting, refinancing, managing utilities, buildi
Slide 15: FY13 Awards
FY13 Awards For personal use only Employer Award Best Mobile Expanded Service or App Finalist – Media Brand of the Year Finalist – Media Brand of the Year - Best App on a Mobile - realestate.com.au – UX Award - Best Publisher - Handheld devices Lifestyle - UX 15
Slide 16: Disclaimer
Disclaimer The material herein is a presentation of non-specific background information about the Company’s current activities. It is For personal use only information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advice