RahaGeenius portaal annab teada, et RIA.com Marketplaces OÜ plaanib 2020 aastal jõuda Balti alternatiivturule First North: Tallinna börsile on oodata uut tegijat, mis lubab korralikult dividendi maksta
Ukraina turul kuulutuseportaalidega tegutsev RIA.com Marketplaces OÜ plaanib juba sel aastal minna Tallinna börsi alternatiivturule.
Firma üheksa kuu käive kerkis mullu 4,3 miljonilt eurolt 7,5 miljoni euroni. Samal ajal suurenes ärikasum EBITDA 2 miljonilt eurolt 4,3 miljonini, teatas ettevõte.
Mullu maksis ettevõte välja 2,2 miljonit eurot dividende, alanud aastal plaanib ettevõte saada üheks suuremaks dividendimaksjaks.
“Tänavu kavatseme minna Nasdaq Baltic (Tallinn) First North alternatiivturule. Seetõttu on dividendide suurus meie jaoks prioriteet. Kui vaadata Tallinna börsi, siis seal on üheksa ettevõtet, mille dividendisumma ületab miljon eurot aastas. Need on Tallink Grupp, Tallinna Sadam, Tallinna Kaubamaja Grupp, LHV Group, Tallinna Vesi, Merko Ehitus, Silvano Fashion Group, Harju Elekter ja Nordecon,” ütles ettevõtte juhatuse liige Artjom Umanets pressiteates.
“Me teame, et dividenditootluse näitaja on Eesti jaeinvestorile äärmiselt oluline. Lähiajal tahame pakkuda Eesti investoritele unikaalset kombinatsiooni atraktiivsest dividenditootlusest ühes tulude kiire kasvuga,” sõnas Umanets.
RIA.com Marketplaces OÜ haldab Ukraina kinnisvaraportaali DOM.RIA.com ja Ukraina suurimat automüügiportaali AUTO.RIA.com.
Toimivad projektid:
• AUTO.RIA is a leading Ukrainian online automotive marketplace with its 74 million monthly browser and app visits, is not only the dominant automotive classifieds site in Ukraine but also the 9th largest automotive classifieds site in the world according to SimilarWeb ranking.
• DOM.RIA is a leading Ukrainian online real estate marketplace.
• RIA.com is the second-largest general online classified in Ukrainian.
Arendusprojektid:
• RIA.by is general online classified in Belarus.
The most popular categories are real estate, vehicles, jobs and services, hobbies and sports, houseware and garden, apparel and accessories, computer equipment. Besides category search, RIA.by also provides location filters.
• DomRIA.eu was originally design as a meta search engine for real estate in EU countries. At the moment, we are considering different business models for DomRIA.eu
Ettevõte on juba avalikult presenteerimas ka kvartaalseid majandustulemusi alates 2018 aasta esimesest kvartalist:
Samuti on olemas kvartaliraportid alates 2019 aasta esimesest kvartalist. Kõige viimasest avaldatud Q3 2019 raportist:
The third quarter of the 2019 financial year was a record high for RIA.com Marketplaces OÜ and its
subsidiaries (the Group). The Group’s total unaudited revenue for the third quarter increased to EUR
2,896 thousand (+51% YoY and +18% QoQ). Qt3’19 was a third quarter in a row with over EUR 2 million
in revenue. Unaudited EBITDA for the third quarter was EUR 1,766 thousand (+111% YoY and +20%
QoQ). Qt3’19 was a third quarter in a row with over EUR 1 million in EBITDA.
…
• Pay per lead implementation exactly according to schedule. The overall share of pay per lead
revenue within total B2B revenue (excluding Advertising revenue) increased from 3.0% in Qt2’19
to 14.7% in Qt3’19
• Significant price growth in both B2B and B2C segments for auto classified (AUTO.RIA). The
average revenue per 1 listing for private individuals (B2C) increased to UAH 52 average (+5%
QoQ) in Qt3’19. In the same period, the average revenue per 1 listing for new car dealers (B2B)
increased to UAH 489 (+73 QoQ)
• Low level of brand marketing expenses in the third quarter of 2019 — 2.9% to revenues (2.7% in
Qt2’19 was a record low for the Group). We believe that it is a one-off due to the absence of any
TV advertisement campaign. Our long-term forecast for brand marketing expenses is 15%
Sales and segments
In the third quarter of 2019, the Group’s total revenue increased by EUR 439 thousand QoQ and
amounted to EUR 2,896 thousand. The segment structure of the Group’s revenue is almost constant:
AUTO.RIA’s share is 78% (77% in Qt2’19), DOM.RIA — 14% (14% in Qt2’19), general classified RIA.com —
3% (3% in Qt2’19), advertising revenue — 5% (6% in Qt2’19).
Total revenue from AUTO.RIA segment increased by 19% (QoQ) or EUR 368 thousand and amounted to
EUR 2,264 thousand (+33% YoY). Q3’19 is the first quarter with over EUR 2 million for AUTO.RIA.
AUTO.RIA’s Qt3’19 segment revenue breakdown is: 73% consumers revenue (B2C), 19% used cars
dealers (B2B), and 8% new cars dealers (B2B).
• Consumers sub-segment (B2C). Significant growth of revenue in Qt3’19 (65% YoY, 22% QoQ)
was driven by audience growth and price increases for basic services
• Used cars dealers sub-segment (B2B). Significant growth of revenue in Qt3’19 (49% YoY, 9%
QoQ) was driven by audience growth and price increases for basic services
• New cars dealers sub-segment (B2B). Significant growth of revenue in Qt3’19 (36% YoY, 14%
QoQ) was driven by price increases (average revenue growth from 1 listing from UAH 283 in Qt2
to UAH 489 in Qt3) while the amount of new car listings dropped
Total revenue from DOM.RIA segment increased by 17% or EUR 58 thousand and amounted to EUR 404
thousand (+37% YoY). DOM.RIA’s Qt3’19 segment revenue breakdown is: 39% realtors (B2B), 38%
developers (B2B), realtors (B2B, 37% of segment revenue in Qt2’19), and 23% consumers revenue (B2C).
• Realtors sub-segment (B2B). Significant growth of revenue in Qt3’19 (79% YoY, 24% QoQ) was
driven by fast implementation of pay per lead model (share of PPL model in segment revenue
reached 25%)
• Developers sub-segment (B2B). While revenue increased in YoY basis (14%), QoQ basis results
are modest (5%)
• Consumers sub-segment (B2C). Significant growth of revenue in Qt3’19 (55% YoY, 12% QoQ)
was driven by audience growth
Audience
The audience of Group’s classified platforms has been consistently growing over the last four years.
Total visits (sessions) reached almost 275 million in Qt3’19 (38% YoY, 12% QoQ).
The share of mobile traffic (including AMP traffic) is consistently growing and reached 85% in Qt3.
High level 2019 forecast
Based on latest macroeconomics developments (such as the strengthening of the Ukrainian national
currency in 9M2019 and significant real GDP growth of 4.6% in Qt2’19 and 3.5% in Qt3’19),
management has significantly increased full-year forecast for 2019 to EUR 10.6 million in revenue and
EUR 5.9 million.
