REA GROUP LIMITED ANNUAL GENERAL MEETING 2014

Transcription

1 REA GROUP LIMITED ANNUAL GENERAL MEETING 2014 Hamish McLennan, Chairman 13 November 2014

2 Our 5 year growth record 2

3 2014 REA Group business summary AU$ million FY 2014 FY 2013 Growth Revenue % EBITDA % Net Profit % Earnings per share (EPS) cents 113.7c 83.3c 36% Dividend per share (DPS) cents 57.0c 41.5c 37% 3

4 Share price performance 4

5 2014 Australian performance (1) (2) 5

6 2014 International performance Italy FY 2014 FY 2013 Growth Revenue ( m) % EBITDA ( m) (97%) Average monthly visits (000's) 8,976 7,773 15% Luxembourg & France FY 2014 FY 2013 Growth Revenue ( m) % EBITDA ( m) % Average monthly visits (000's) % Hong Kong & China FY 2014 FY 2013 Growth Revenue (HK$m) % EBITDA (HK$m) (8.3) (0.2) * Average monthly visits (000's) % * Result not meaningful 6

7 International investment iproperty (IPP) operates real estate portals in Malaysia, Singapore, Hong Kong, Macau, Indonesia and investments in India and the Philippines REA Group to hold 19.9% stake post the sale of the Squarefoot business Half-year IPP results to 30 June 2014 show strong revenue growth of 44%* across the core business on the previous corresponding period Move operates a network of sites, including realtor.com, the official website for the National Association of Realtors Move also offers a number of software and services products, including ListHub TM, which provide real estate professionals with advertising systems, productivity and lead management and reporting REA will acquire a 20% stake for approximately US$200 million with News Corp holding the remaining 80% Move results for the 9 months ended 30 September 2014 show revenue of US$183m, 7% growth on the previous corresponding period* * Sources: iproperty Group half-year results & updates presentation, October 2014 and Move, Inc. Form 10-Q filed 6 November

8 REA GROUP LIMITED ANNUAL GENERAL MEETING 2014 Tracey Fellows, Chief Executive Officer 13 November 2014

9 2015 Q1 Our Australian sites lead on all key metrics 33.6m monthly visits (average traffic to Australian main and mobile sites) (3) nearest competitor* (3) outperforming the competition 11.8m 2.8x 238,287 (4) Average monthly time on site (000's minutes) 53,193 for Australian main and mobile sites (000's minutes) (4) 4.5x Over two thirds of our monthly audience do not visit our closest competitor (5) * Nearest competitor metrics for FY15 are inclusive of allhomes.com.au 9

10 2015 Q1 Revenue and EBITDA * From continuing operations 10

11 Our purpose 11

12 Making property simple, efficient and stress-free Share site My Property Profiles Agent Profiles 12

13 Positioning for future growth Depth products Adjacent products International growth 13

14 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 sites for realestate.com.au, realcommercial.com.au and property.com.au combined (including international traffic to sites). (2) Mobile sites: Nielsen Online Market Intelligence Domestic Report Suite (prior to December 2013) and Home and Fashion Suite (from January 2014) Total Traffic for Audited sites average monthly visits for the year ended 30 June for mobile sites for realestate.com.au and realcommercial.com.au (domestic traffic to mobile sites only). Apps: Adobe Omniture SiteCatalyst average monthly visits for the year ended 30 June for residential and commercial apps visits (including international traffic to apps). (3) Nielsen Online Market Intelligence Home and Fashion Suite Total Traffic for Audited sites average monthly visits for the three months ended 30 September 2014 for the main and mobile sites for realestate.com.au, realcommercial.com.au and property.com.au combined, compared to domain.com.au, commercialrealestate.com.au and allhomes.com.au combined (allhomes.com.au included from July 2014). Includes international traffic to sites. Mobile site visits prior to December 2013 are from the Domestic Report Suite. (4) Nielsen Online Market Intelligence Home and Fashion Suite Total Traffic for Audited sites total time on site for the three months ended 30 September 2014 for the main and mobile sites for realestate.com.au, realcommercial.com.au and property.com.au combined, compared to domain.com.au, commercialrealestate.com.au and allhomes.com.au combined (allhomes.com.au included from July 2014). Includes international traffic to sites. Mobile site visits prior to December 2013 are from the Domestic Report Suite. (5) Nielsen Online Ratings, average for the three months to 30 September Disclaimer: The material herein is a presentation of non-specific background information about the Company s current activities. It is information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advice. This material is not intended to be relied upon as advice to investors or potential investors and does not take into account the investment objectives, financial situation or needs of a particular investor. These should be considered when deciding if a particular investment is appropriate. 14