Hamish McLennan, Chairman
13 November 2014
REA GROUP LIMITED
ANNUAL GENERAL MEETING 2014
Our 5 year growth record
2
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%
Share price performance
4
2014 Australian performance
5
(1) (2)
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
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*
Tracey Fellows, Chief Executive Officer
13 November 2014
REA GROUP LIMITED
ANNUAL GENERAL MEETING 2014
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)
2015 Q1 Revenue and EBITDA
10
* From continuing operations
Our purpose
11
Making property simple, efficient and stress-free
12
Share site
My Property Profiles
Agent Profiles
Positioning for future growth
13
Depth products
Adjacent products
International growth
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.