PropertyGuru SPAC Presentation Deck
PropertyGuru at a Glance
8
$
(6)
US$75.7 million
CY21F
revenues(¹)
(7)
(8)
1
#1 Player
in 4 priority markets(4)
74% organic traffic (5)
29% pro forma
CY20A-25F
revenue CAGR(¹)
w
u
u
بین
Note: Financials based on assumed completion of acquisition of REA Group's Malaysia and Thailand assets (refer to slide 10 for further details); USDSGD FX rate of 1:1.327
(1) Revenue forecasts excludes impact from Listing proceeds investments; Please refer to slide 44 for further details on historical and forecast financials
>2.8 million
monthly real estate
listings (6)
Declining net loss in CY20A &
Adjusted EBITDA(²) positive
in CY19A and CY20A
>37 million
monthly property
seekers (7)
M
US$8.1 billion
in core and
adjacent TAM (3)
(2) Adjusted EBITDA excludes SBP, costs of REA acquisition & integration, one-off & ongoing costs of listing, as well as impact from Listing proceeds investments. Refer to slide 44 for CY19A & CY20A reconciliation to net loss
(3)
Please refer to slide 15 for further details on TAM assumptions; Core TAM refers to "Agent & Developer Marketing", Adjacent TAM refers to "FinTech", "Data Services", "Developer OS", and "Home Services"
Please refer to slide 26 for details on market share and ranking
(4)
(5)
Organic traffic (which is traffic to a website that is not a visit generated by a paid advertisement and all mobile application traffic) as a proportion of total visits as sourced from Google Analytics, last 6 month average as at 31 December 2020 for all priority markets, excludes impact of REA Assets to be acquired (refer to slide 10
for further details)
Data from PropertyGuru; Calculated as the number of listings created during the month for Vietnam and total listings at the end of the previous month for other markets, excludes RumahDijual and Dothi, as well as impact of REA Assets to be acquired (refer to slide 10 for further details); Data represents last 3 months average
as at 31 December 2020
Data sourced from Google Analytics (number of website visits), excludes impact of REA Assets to be acquired (refer to slide 10 for further details); Data represents last 3 months average as at 31 December 2020
Data from PropertyGuru; An agent with a valid subscription (valid for 12 months following payment) for Singapore, Malaysia and Other Asia, whereas active agents in Vietnam are classified as agents who credit money into their accounts; Data represents last 3 months average as at 31 December 2020. Excludes impact of REA
Assets to be acquired (refer to slide 10 for further details)
>49,000
active agents(8)View entire presentation