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(1)

Hamish McLennan, Chairman

13 November 2014

REA GROUP LIMITED

ANNUAL GENERAL MEETING 2014

(2)

Our 5 year growth record

2

(3)

2014 REA Group business summary

3

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%

(4)

Share price performance

4

(5)

2014 Australian performance

5

(1) (2)

(6)

2014 International performance

6

Italy FY 2014 FY 2013 Growth

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's) 885 798 11%

Hong Kong & China FY 2014 FY 2013 Growth

Revenue (HK$m) 18.1 16.2 12%

EBITDA (HK$m) (8.3) (0.2) *

Average monthly visits (000's) 508 345 47%

* Result not meaningful

(7)

International investment

7

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

* Sources: iProperty Group half-year results & updates presentation, October 2014 and Move, Inc. Form 10-Q filed 6 November 2014

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*

(8)

Tracey Fellows, Chief Executive Officer

13 November 2014

REA GROUP LIMITED

ANNUAL GENERAL MEETING 2014

(9)

2015 Q1 – Our Australian sites lead on all key metrics

9

nearest

competitor*

outperforming

the competition

33.6m monthly visits

(average traffic to Australian main and mobile sites)

11.8m

2.8x

238,287

Average monthly time on site (000's minutes)

for Australian main and mobile sites

53,193

(000's minutes)

4.5x

Over two thirds

of our monthly audience do not visit our closest competitor

* Nearest competitor metrics for FY15 are inclusive of allhomes.com.au

(3)

(4)

(3)

(5) (4)

(10)

2015 Q1 Revenue and EBITDA

10

* From continuing operations

(11)

Our purpose

11

(12)

Making property simple, efficient and stress-free

12

Share site

My Property Profiles

Agent Profiles

(13)

Positioning for future growth

13

Depth products

Adjacent products

International growth

(14)

Footnotes and disclaimer

14

(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 2014.

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.

For personal use only

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