Rent.com.au Ltd · ASX:RNT
Rent.com.au — H1 FY2019 Earnings Presentation
15 slides from Rent.com.au's earnings presentation, Feb 28, 2019
Slide 1: Half Year Results FY2019
For personal use only Half Year Results FY2019
Slide 2: Introduction
Introduction For personal use only • Market leading site focused on renters, delivering the best experience, features and information available (+26% increased organic traffic, now more than half of total visitors) • Pushing deeper into the tenancy period through a combination of acquisitions and de
Slide 3: Half Year Results
Half Year Results For personal use only H1 FY19 H1 FY18 % Commentary $’000 $’000 Change Renter Products 585 461 Strong Renter Resume growth, RentPay contribution Advertising 387 456 New/additional staff added, significant growth potential Other Revenue 85 135 Agent revenue – in line with shift to fo
Slide 4: Our Strategy
Our Strategy For personal use only Australia's #1 site dedicated to rental property. Our rental only positioning allows RENT to legitimately advocate for renting and renters. We’re working with renters, agents and landlords to provide the necessary tools and services to make the whole process of ren
Slide 5: Why renters?
Why renters? For personal use only 7 million Australians % of renter households in Australia£ (30% of Australian households) are renters - 32% a significant and growing segment. The only national advocate with the “skin 28% in the game” to really improve renting. 24% 2001 2006 2011 2016 2021(F) £ AB
Slide 6: Winning renters over
Winning renters over For personal use only By providing useful features aimed at renters, that aren’t found elsewhere, we’re gaining renter support. We will continue to innovate and lead in renter services. Renter Resume Property Listings Unique search tools Pet Resume Renter Products 6
Slide 7: Renters are responding
Renters are responding For personal use only We’re seeing the positive impact of what we do in several different ways and there’s still much untapped opportunity throughout the tenancy lifecycle +27% Growth in Renter Products +26% More Organic Visitors +123% More Views of Renter Advice Revenue % Org
Slide 8: Increasingly relevant to agents
Increasingly relevant to agents For personal use only January 2019 (Monthly Snapshot) We’re providing an additional source of property views and rental applications from quality renters. 749,324 27,798 Unique Visitors browsing 8.2 million pageviews Renter Resumes created (896 per day) Additional ser
Slide 9: Moving beyond property search
Moving beyond property search For personal use only Our position remains unchanged; • Retain focus on core • Extend into the tenancy period Horizon 3 Beyond Adjacent • Leverage our technology platform Domination Renting Models Horizon 2 Optimise In planning Core Finance Telecoms Growth Horizon 1 Opt
Slide 10: Assembling the pieces
Assembling the pieces For personal use only The tenancy period is a great opportunity for us to continue adding value for all our customers Products Finance Whilst we have many of the components in place, they need Insurance Payments to be integrated into the lifecycle of renting Maintenance Renters
Slide 11: Scaling technology
Scaling technology For personal use only We have a world class technology platform, unique data sets and are Resourcing separately to RENT increasing our influence in the industry Current focus on building content • Opportunities to expand into adjacent (listings) and traffic (SEO): segments, low co
Slide 12: Building influence and scale
Building influence and scale For personal use only Growth Potential* We know there are many more opportunities Horizon 2 & 3 available and to achieve our ambitions we are: Horizon 1 Core (forecast) • Maintaining our focus on the customer Core • Making the most of what we already have + Lease.com.au
Slide 13: Appendix
For personal use only Appendix Image
Slide 14: Corporate Information
Corporate Information For personal use only Financial information Greg Bader Chief Executive Officer ▪ 20+ years experience as a senior executive with proven success in Share price (31-Dec-18 close) $0.048 rapidly growing technology businesses ▪ Former senior executive at iiNet, where he grew busine
Slide 15: Thanks
For personal use only Thanks Hello Carat Contact: [email protected] www.investors.rent.com.au