Investor Presentaiton
#2 BUSINESS RECAP
Disrupting large markets
Building scale across substantial lending verticals undergoing significant change
Automotive
A
$33bn+
Annual lending¹
Market undergoing structural,
regulatory and technological
change
Banks/traditional lenders exiting as
they struggle to deliver required
technology and compliance
Car purchase and finance journey
moving online
Plenti
•
•
•
Renewable energy
>280k
Households
installing solar
annually2
Personal
Multi $bn
Government
programs
supporting uptake
$12bn+
Annual lending³
Strong growth in household solar
uptake
Increasing battery adoption,
increasing finance opportunity
State subsidy programs an
important driver of future market
growth
•
Bank market share declining
Consumers increasingly moving to
alternative providers, seeking value
and convenience
Notes: 1) Includes consumer and commercial lending segments. ABS 5601.0 Table 7 LTM to Jun-20, and ABS 5671.0 Table 9 LTM to Nov-18; ABS
discontinued ABS 5671.0 in Nov-18. 2) Clean Energy Council, Clean Energy Australia Report 2020. 3) ABS 5601.0 Table 27 LTM to Jun-20
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