RENT.COM.AU LIMITED — AGM Information 2023

Nov 28, 2023

ANNUAL GENERAL MEETING 2023

29 NOVEMBER 2023 ASX: RNT

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AGENDA

• CHAIRMAN’S WELCOME

• VOTING INSTRUCTIONS

• VOTING OPENS

• RESOLUTIONS & RESULTS OF PROXY VOTING

• VOTING CLOSES

• CEO PRESENTATION

• Q & A

2

VOTING INSTRUCTIONS

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For support call: 1300 288 664

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RESULTS OF PROXY VOTING

RESOLUTION	FOR	AGAINST	DISCRETION ARY	ABSTAINED	EXCLUDED	TOTAL FOR	TOTAL AGAINST
			(VOTED FOR)			(% OF ELIGIBLE PROXY VOTES)

4

CEO PRESENTATION

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RECENT HIGHLIGHTS

STRONG RENTPAY CUSTOMER GROWTH

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ADDING REVENUE LINES TO SEARCH PORTAL

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ADDING NEW PARTNERSHIPS

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FINANCIAL SUMMARY

GROUP REVENUE

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FINANCIAL SUMMARY

GROUP EBITDA

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RENTPAY EBITDA FY23

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IMPROVING THE ENTIRE RENTING JOURNEY

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SEARCH PHASE TENANCY PHASE
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• FOR RENTERS FOR RENTERS FOR RENTERS

• • • •

FOR RENTERS FOR RENTERS

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• FOR AGENTS FOR AGENTS

• • • •

FOR AGENTS

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• •

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FOR AGENTS FOR AGENTS

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• • • • • •

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SEARCH PORTAL

SUBSTANTIAL WELL-REGARDED MARKETPLACE

We have built Australia’s largest dedicated renting community, providing properties, process and advice to thousands of people every day

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TOP RATED
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$8.7 million
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~ 700,000
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~ 1.7 million
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+1,750,000

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+35,900

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SEARCH PORTAL RETURNING TO GROWTH

SHOW YOU’RE A GREAT TENANT

RENTER DEALS ON ENERGY BILLS

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BOND NOW, PAY LATER

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RENTPAY

WHAT WE ARE SOLVING – FOR TENANTS

PAY MORE WAYS AND WHEN THEY WANT

EARN CASHBACK ON UTILITY BILLS

BUILD CREDIT WITH SCOREBUILDER

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WHAT WE ARE SOLVING – FOR AGENTS

FAST RECEIPTING AND NO DISHONOURS

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AUTOMATED PAYMENTS AND ALERTS

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MORE WAYS TO PAY AND AGENT REWARDS

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ACTIVE RENTPAY CUSTOMERS

ACTIVE RENTPAY CUSTOMERS

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DRIVING GROWTH VIA PROPERTY MANAGERS

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AVERAGE REVENUE PER USER (ARPU)

RENTPAY ARPU

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18

TRANSFORMING OUR BUSINESS

ANNUITY REVENUE AS % OF TOTAL

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SIGNIFICANT ADDRESSABLE MARKET

POTENTIAL ANNUAL RENTPAY REVENUES

ESTIMATED MARKET SHARE 1% 2% 5% 10%

The size of the opportunity with RentPay is immense, all renters pay rent – over $60 billion worth a year. With RentPay they can now get value, flexibility and control - making their rent money work for them.

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RESPONDING TO A CHANGING MARKET

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Cards
DD
Pay ID
Other
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Rent Mth @ $2,000 Melbourne to Gold Coast $1 = 1 FF point = $24,000 Rent Yr = 9.4k points (One way) = 24,000 points = $240 in Card Fees = 18.8 point (Return)

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21

WHERE WE ARE HEADING

DEPOSIT BUILDER

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REWARDS

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MORE WAYS TO PAY

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22

OUTLOOK

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OUTLOOK

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24

QUESTIONS?

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CORPORATE INFORMATION

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CORPORATE INFORMATION

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MARKET CAPITALISATION	$10.7m
ENTERPRISE VALUE	$7.6m

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SHAREHOLDING DISTRIBUTION

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SEASONED BOARD

GARRY GARSIDE

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NON-EXECUTIVE CHAIRMAN

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SAM MCDONAGH NON-EXECUTIVE DIRECTOR

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PHIL WARREN NON-EXECUTIVE DIRECTOR

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JOHN WOOD

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NON-EXECUTIVE DIRECTOR

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EXPERIENCED MANAGEMENT TEAM

GREG BADER

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CHIEF EXECUTIVE OFFICER

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JAN FERREIRA

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CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER

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LEE SWANSON

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GENERAL MANAGER - TECHNOLOGY

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SANDRA ANTIPAS HEAD OF CUSTOMER SERVICE

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THANK YOU

Contact: investors@rent.com.au 08 6145 2609

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