ENERO GROUP LIMITED — AGM Information 2020

Oct 20, 2020

ENERO GROUP AGM 2020

BRENT SCRIMSHAW ENERO GROUP CEO

WORLD CLASS WORK DELIVERS WORLD CLASS RESULTS

A DEFINING MOMENT FOR THE BUSINESS

1-CLIENT PARTNERSHIPS WITH IMPACT 2- RACE FOR TRANSFORMATION

• Need for recovery driving hyper focus on growth and ROI (Global growth forecasted to decline from 3.0% to 2.4% - or USD 3.5tn in lost economic output).
• Partnerships underpinned by data led decision making and digital execution better satisfy demands from clients for more measurable outcomes.

• Market disruption is forcing new solutions to traditional clientagency relationships.

• Covid-19 pandemic has accelerated Companies' digital strategies by a global average of 6 years.

• High digital aptitude is now a price of entry for almost every category.
• Quality expertise and tech capability (data, AI, voice) is essential to deliver on growth expectations.

3- ELEVATED CONSUMER EXPECTATIONS 4-CREATIVITY AS A MULTIPLIER

• Efficient 'experiences' rule (90% of customers expect consistent interactions across all channels.
• 86% of CMOs expect to own the end-to-end customer experience by end 2020.
• Need for enabling tech & actionable data skills.

• Responsible business practice drives brand preference.

• Creative firepower remains an advantage to connect on an emotional, human level in digital times.

• Brookings Institute: Machines will least likely replace roles that require non-routine, social and emotional intelligence, human creativity and very high technical expertise.
• New definition of creative thinker required to problem-solve 'upstream'.

WELL POSITIONED IN GROWTH VERTICALS

FY2021 TRADING UPDATE

Trading update for the three months ended 30 September 2020 (unaudited):

\$A million	YTD 30 Sept 2020	YTD 30 Sept 2019	Variance
Net Revenue	37.2	33.3	11.0%
Operating EBITDA	9.8	5.4	81.4%
Operating EBITDA margin	26.3%	16.2%	10.1 bps
EBITA	9.2	4-CREATIVITY AS A MULTIPLIER 4.9	87.8%
EBIT	9.0	4.6	95.7%
EBIT margin	24.2%	13.8%	10.4 bps