SCOUT24 SE Moving
to the next level
Q2 / H1 2022 Results
Tobias Hartmann (CEO)
Dirk Schmelzer (CFO)
Analyst Call, 9 August 2022 | © Scout24 Investor Relations
1
Disclaimer
This document has been issued by Scout24 SE (the "Company" and, together with its direct and indirect subsidiaries, the "Group") and does not constitute or form part of and should not be construed as any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of the Company, nor shall any part of it nor the fact of its distribution form part of or be relied on in connection with any contract or investment decision, nor does it constitute a recommendation regarding the securities of the Company or any present or future member of the Group.
All information contained herein has been carefully prepared. However, no reliance may be placed for any purposes whatsoever on the information contained in this document or on its completeness. No representation or warranty, express or implied, is given by or on behalf of the Company or any of its directors, officers or employees or any other person as to the accuracy or completeness of the information or opinions contained in this document and no liability whatsoever is accepted by the Company or any of its directors, officers or employees nor any other person for any loss howsoever arising, directly or indirectly, from any use of such information or opinions or otherwise arising in connection therewith.
The information contained in this presentation is subject to amendment, revision and updating. Certain statements,
beliefs and opinions in this document are forward-looking, which reflect the Company's or, as appropriate, senior management's current expectations and projections about future events. By their nature, forward-looking statements involve a number of risks, uncertainties and assumptions that could cause actual results or events to differ materially from those expressed or implied by the forward-looking statements. These risks, uncertainties and assumptions could adversely affect the outcome and financial effects of the plans and events described herein. Statements contained in this document regarding past trends or activities should not be taken as a representation that such trends or activities will continue in the future. The Company does not undertake any obligation to update or revise any information contained in this presentation (including forward-looking statements), whether as a result of new information, future events or otherwise. You should not place undue reliance on forward-looking statements, which speak only as of the date of this document.
This document is not an offer of securities for sale in the United States of America. Securities may not be offered or sold in the United States of America absent registration or an exemption from registration under the U.S. Securities Act of 1933, as amended. Neither this document nor any copy of it may be taken or transmitted into the United States of America, its territories or possessions or distributed,
directly or indirectly, in the United States of America, its territories or possessions or to any US person.
By attending, reviewing or consulting the presentation to which this document relates or by accepting this document you will be taken to have represented, warranted and undertaken that you have read and agree to comply with the contents of this notice.
Nothing in this document constitutes tax advice. Persons should seek tax advice from their own consultants or advisors when making investment decisions.
Please note that due to other rounding methods, growth rates can differ to the H1 report.
The H1 2022 figures have been subject to a review by the auditor.
2 Q2 2022 Results | August 2022
Scout24 is well positionedto navigate changing market conditions
3 Q2 2022 Results | August 2022
- German real estate market dynamics changing
- Relevance of Immoscout24 platform, marketing power and product suite increasing
- Scout24 highly resilient to macro uncertainty
- Strong growth in Q2 2022 - testament to our
"next level strategy" - Raising guidance for FY 2022
German real estate market dynamics are changing
Buyers are faced with …
- Rising interest rates
-
Higher mortgage scrutiny
Sellers are facing … - Longer time to close sale
- Less buyers
Renters are facing …
- Scarcity of supply
- Increasing (and uncertain) ancillary energy costs
Agents need …
- Marketing power
- High quality leads
4 4 Q2 2022 Results | August 2022
Scout24's value-add product suite addresses these challenges
Editions
Base | Image | Acquisition | |||
Agent Membership | Agent Premium | ||||
Editions | Products |
- Plus Products
- for Seekers
Financing | ||
• Mortgage Leads & IS24 | • Vermietet.de - | |
Mortgage Advisory | • | leading solution for landlords |
Strong Q2 2022 KPIs …
Group | €62.0m | €62.5m | ||||||||
€109.7m | ||||||||||
+12.5% | +13.3% | |||||||||
+14.4% | ||||||||||
Group ordinary operating EBITDA | Organic Group ooEBITDA at 57.4% margin | |||||||||
Group revenue | (56.6% margin) | (excl. completed M&A) | ||||||||
Professional | ||||||||||
€63.5m | 20,947 | €1,011 | ||||||||
+8.6% | +2.2% | +6.3% | ||||||||
Subscription revenue | Professional Customers | ARPU with professional customers | ||||||||
Private | ||||||||||
€14.8m | 297,089 | €16.6 | ||||||||
+58.8% | +56.9% | +1.2% | ||||||||
Subscription revenue | Private customers | ARPU with private customers | ||||||||
5 Q2 2022 Results | August 2022 | Note: Q2 2022 KPIs; %age of change vs Q2 2021 |
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Scout24 AG published this content on 09 August 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 August 2022 09:55:03 UTC.
