Inderes Oyj · OMXHEX:INDERES
Inderes Oyj — Investor Day (September 2023)
12 slides from Inderes Oyj's investor day presentation, September 2023
Slide 1: Strategy Update
Strategy Update. Mikael Rautanen CEO, Inderes
Slide 2: Our role
Our role Democratize Nordic investor information by connecting investors and companies.
Slide 3: Business model based on proven network effects
Business model based on proven network effects ALL LISTED COMPANIES Paying listed companies BETTER SERVICE FOR MORE LISTED COMPANIES 392 on the platform LISTED COMPANIES People working to build .fi / .se / .dk 115 services for investors and IR BETTER CONTENT MORE INVESTORS FOR INVESTORS Active regis
Slide 4: Investors demand transparency
The trend Investors demand transparency.
Slide 5: Successful evolution to new products and markets
Successful evolution to new products and markets 2022 - Nordic expansion 2019 - 2021 Diversification to IR Events, 2015 - 2019 AGMs and IR Software Scale-up of Research > 17,0 business and Inderes platform in Finland 13.5 CAGR >35% 11.8 8.7 5,0 3.2 1.8 2.3 2016 2017 2018 2019 2020 2021 2022 2023 (gu
Slide 6: Strategic choices: Four main products covering investor relations essentials
Strategic choices: Four main products covering investor relations essentials. Products combining: 1 Passionate professionals 2 Own technology platforms Equity Research IR Events AGM IR Software 3 Investor > 140 clients > 300 clients > 100 clients > 40 clients community
Slide 7: Strategic choices: Three main markets
Strategic choices: Three main markets • Main growth market during strategy period • Grow in existing client base with wider offering • Actively develop the IPO ecosystem • Operate via strategic partner HC Andersen Capital
Slide 8: Balance of mature growth and scale-up products & markets
Balance of mature growth and scale-up products & markets Strong market Start-up / investment Pilots / position phase 2023-2027 market research Other countries Equity Research Via HCA IR Events Via HCA AGMs Via HCA IR Software Via HCA
Slide 9: Addressable markets multiply
Addressable markets multiply ~20 MEUR addressable market >120 MEUR addressable market 100% 100% 80% 80% 60% 60% 40% 40% 20% 20% 0% 0% Equity IR Events AGM IR Software Equity IR Events AGM IR Software Research Research Inderes’ market penetration Inderes’ market penetration
Slide 10: Identified obstacles on our way
Identified obstacles Key strategic themes to on our way overcome the obstacles • Low awareness outside Finland • Localizing product offering and sales 1 Productization and sales models in Sweden Themes converted into • Developing international organization 2 Sweden set of actions culture by the team
Slide 11: Financial targets
Financial targets Long-term financial targets 2018 2019 2020 2021 2022 5y Avg. • The company's aim is to maintain a combined revenue Revenue growth rate and profitability (EBITA%) of 30-50% growth % 40% 56% 76% 36% 14% 44% • Annually growing payout (including dividends and buybacks) EBITA % 19% 18%
Slide 12: CHA CHA CHA
CHA CHA CHA Mikael Rautanen CEO +358 50 346 0321 [email protected] Teemu Pynnönen Investor Relations Inderes Oyj +358 50 49 11 359 Itämerentori 2 [email protected] 00180 Helsinki Mikko Wartiovaara +358 10 219 4690 CFO +358 50 577 4092 [email protected] inderes.fi