LAYBUY GROUP HOLDINGS LIMITED onlyuse
personalLaybuy (ASX:LBY)
Q3 FY22 Results Presentation
27 January 2022
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Important Notice and Disclaimer
The material contained in this document is a | |
presentation of general information about the | |
activities of Laybuy Group Holdings Limited | |
(ARBN 642 138 476) and its subsidiaries | |
(Laybuy) current as at the date of this | |
presentation. | |
onlyThe information is provided in a summary form, | |
use | does not purport to be complete and should |
not be relied upon as advice for investment | |
purposes. This presentation is for information | |
purposes only and is not financial product | |
advice or a recommendation to acquire | |
Laybuy shares. | |
This presentation does not take into account | |
the investment objectives, financial position or | |
needs of any particular investor. Independent | |
advice should be sought before making any | |
personalr | investment decision. |
The information in this presentation has been |
prepared by Laybuy in good faith and with due care, but Laybuy does not make any representation or warranty, express or implied, as to the fairness, accuracy, correctness or completeness of the information, opinions or conclusions contained in this presentation.
The information in this presentation is subject to change without notice and unless required by law, Laybuy assumes no obligation to update this presentation or its contents for any matter arising or coming to Laybuy's notice after the date of this presentation.
Certain statements in this presentation may constitute forward-looking statements or statements about future matters that are based on management's current expectations and beliefs. Such statements are typically identified by words such as 'may', 'could', 'believes', 'estimates', 'expects', 'anticipates', 'intends'
and other similar words. These statements are subject to risks and uncertainties that are difficult to predict and are based on assumptions as to future events that may not prove accurate. Actual results may differ materially from what is expressed in this presentation.
To the maximum extent permitted by law,
no responsibility for any loss arising in any way (including by way of negligence) from anyone acting or refraining to act as a result of this presentation or its contents is accepted by Laybuy or any of its officers, employees
or agents.
The distribution of this presentation outside of Australia may be restricted by law and any such restrictions should be observed.
All numbers are stated in New Zealand dollars (NZ$) and relate to the three months ended
31 December 2021 (Q3 FY22) and comparisons relate to the three months ended 30 September 2021 (Q2 FY22 or QoQ) or to the three months ended 31 December 2020 (Q3 FY21 or YoY) unless stated otherwise.
Laybuy 4C Q3 FY22
IMPORTANT NOTICE AND DISCLAIMER
03
Q3 FY22 - Performance Highlights
only↗ 51% YoY | ↗ 70% YoY |
Record Annualised GMV1 | UK GMV Q3 |
NZ$1.1bn | NZ$170m |
useNZ$13.5m | NZ$105m |
Quarterly income | ANZ GMV Q3 |
↗ 42% YoY | ↗ 28% YoY |
personal | Active Customers3 |
Active Merchants2 | |
12,900 | 930,000 |
↗ 61% YoY UK ↗ 166% YoY | ↗ 35% YoY UK ↗ 50% YoY |
- Annualised Gross Merchandise Value (GMV) represents quarter GMV multiplied by 4. GBP and AUD denominated metrics are converted at the average historical exchange rates for each of the quarters
- An "Active Merchant" is a merchant who has received payment for a purchase through the Laybuy platform within the 12 months prior to the end of the relevant period
- An "Active Customer' is a customer who has made a purchase through the Laybuy platform within the 12 months prior to the end of the relevant period
Laybuy 4C Q3 FY22PERFORMANCE HIGHLIGHTS
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Executive Summary
Laybuy continues to deliver strong | ||
growth across all its markets supported | • Record operational performance as annualised GMV exceeds | |
by delivery of key strategic initiatives | ||
NZ$1 billion | ||
and growth in active customers and | ||
onlyactive merchants. | • Particularly strong December month in the UK exceeding | |
use | November cyber sales | |
• Continued quarterly revenue growth across both the UK | ||
and ANZ, up 42% YoY | ||
• Success of Laybuy App Exclusives continues to drive strong | ||
growth in merchants and customers in the UK, with over 300 | ||
personalr | well known brands now available | |
• Implemented operational enhancements to support | ||
continued efficiency and drive strong performance | ||
• On track to meet revised revenue growth targets for FY22 | ||
GBP and AUD denominated GMV and metrics are converted at the average historical exchange rates for each of the years or quarters | ||
GMV is defined as Gross Merchandise Value and is regarded as a key non GAAP operating metric. Annualised GMV is calculated as quarter GMV multiplied by four | ||
An "Active customer" is a customer who has made a purchase through the Laybuy platform within the 12 months prior to the end of the relevant period | ||
An "Active merchant" is a merchant who has received payment for a purchase through the Laybuy platform within the 12 months prior to the end of the relevant period | ||
Laybuy 4C Q3 FY22 | EXECUTIVE SUMMARY |
05 | |||||||||||||||||||||||||||||||
only | GMV on track to reach the $1 billion target | ||||||||||||||||||||||||||||||
GMV quarterly (NZ$m) | 183 | 184 | Annualised GMV quarterly (NZ$m) | 730 | 738 | ||||||||||||||||||||||||||
GMVquarterly (NZ$m) | 275 | 1,100 | |||||||||||||||||||||||||||||
ANZ | Up 51% YoY | Annualised GMV (NZ$m) | |||||||||||||||||||||||||||||
ANZ | |||||||||||||||||||||||||||||||
UK | Up 51% YoY | ||||||||||||||||||||||||||||||
UK | 206 | 825 | |||||||||||||||||||||||||||||
161 | 645 | ||||||||||||||||||||||||||||||
117 | 127 | 467 | 508 | ||||||||||||||||||||||||||||
49 | 64 | 70 | 194 | 257 | 282 | ||||||||||||||||||||||||||
36 | 34 | 43 | 121 | 146 | 135 | 174 | |||||||||||||||||||||||||
26 | 30 | 103 | |||||||||||||||||||||||||||||
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | ||
useFY19 | FY19 | FY19 | FY19 | FY20 | FY20 | FY20 | FY20 | FY21 | FY21 | FY21 | FY21 | FY22 | FY22 | FY22 | FY19 | FY19 | FY19 | FY19 | FY20 | FY20 | FY20 | FY20 | FY21 | FY21 | FY21 | FY21 | FY22 | FY22 | FY22 | ||
personalr | Active Customers ('000) | Active Merchants | |||||||||||||||||||||||||||||
Activecustomers ('000) | ANZ | 12,900 | |||||||||||||||||||||||||||||
ANZ | 930 | 11,700 | |||||||||||||||||||||||||||||
889 | Activemerchants | ||||||||||||||||||||||||||||||
UK | 829 | UK | 10,431 | Up 61% YoY | |||||||||||||||||||||||||||
UK | ANZ | ||||||||||||||||||||||||||||||
ANZ | Up 35% YoY | 9,126 | |||||||||||||||||||||||||||||
687 | 756 | UK | |||||||||||||||||||||||||||||
8,007 | |||||||||||||||||||||||||||||||
568 | |||||||||||||||||||||||||||||||
473 | 5,672 | 6,323 | |||||||||||||||||||||||||||||
405 | 4,881 5,204 | ||||||||||||||||||||||||||||||
316 | 4,283 | ||||||||||||||||||||||||||||||
253 | 3,189 3,683 | ||||||||||||||||||||||||||||||
171 | 196 | 224 | 2,640 | ||||||||||||||||||||||||||||
147 | |||||||||||||||||||||||||||||||
118 | 1,495 2,021 | ||||||||||||||||||||||||||||||
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | ||
FY19 | FY19 | FY19 | FY19 | FY20 | FY20 | FY20 | FY20 | FY21 | FY21 | FY21 | FY21 | FY22 | FY22 | FY22 | |||||||||||||||||
FY19 | FY19 | FY19 | FY19 | FY20 | FY20 | FY20 | FY20 | FY21 | FY21 | FY21 | FY21 | FY22 | FY22 | FY22 | |||||||||||||||||
Laybuy 4C Q3 FY22 | GMV ON TRACK |
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Laybuy Holdings Ltd. published this content on 27 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 27 January 2022 01:08:08 UTC.
