16 Feb 2021

Investor Presentation - Half Year Report and Accounts

Redbubble Group owns and operates the leading global online marketplaces, Redbubble.com and TeePublic.com, bringing more creativity into the world. The financial results have been subject to audit review (unless stated otherwise) and are on a delivered basis. Accompanying strategic and operational metrics are from internal management reports and have not been subject to audit review. 2 ? 96% floating ? 105% cc 1 ? 118% floating ? 127% cc ? $44m ? $72m Source: RB internal data. All numbers are on a delivered basis. Refer to the accompanying ASX release for paid equivalent. 1. Constant currency basis. Emerging winner in rapidly shifting landscape strengthening flywheel effects on-demand business strong growth 6.2 million customers bought from RB marketplaces spending $442m GTV 572,000 selling artists on RB marketplaces 41 fulfilment locations across global network 4 Source: RB internal data. 5 ? ? Source: RB internal data. 1. Based on marketing / advertising spend as % of Marketplace Revenue or equivalent in the last reported period from publicly available information. 6 7 Source: RB internal data. TeePublic mobile web Redbubble apps Redbubble mobile web 8 9 Source: RB internal data. ROW 1% 35% 52% AU/NZ 6% 73% 92% UK 11% 91% 105% EU 14% 67% 86% North America 69% 84% 89 % 10 LTM YoY 1H FY21 YoY Source: RB internal data. All numbers are on a delivered basis. Refer to the accompanying ASX release for paid equivalent. 1. Includes non-cash share-based payments and currency gains/losses. 2. Includes lease expenses (per AASB 16? 11 P&L ?A$M? 2Q YOY 1H YOY ?2Q FY21 v 2Q FY20? ?1H FY21 v 1H FY20? FY20 FY21 Growth FY20 FY21 Growth Total Revenue 131.4 241.8 84% 213.5 417.6 96% Less: Artist Revenue ?19.6? ?36.5? 86% ?33.3? ?64.8? 95% Marketplace (MP? Revenue 111.7 205.3 84% 180.2 352.8 96% Gross Profit 40.2 79.5 97% 66.1 144.0 118% GP % (on MP Revenue) 36.0% 38.7% 2.7pp 36.7% 40.8% 4.1pp Paid Acquisition (Marketing) ?13.3? ?29.1? 119% ?19.9? ?44.2? 122% GPAPA ?Gross Profit after Paid Acquisition) 26.9 50.4 87% 46.3 99.8 116% GPAPA % (on MP Revenue) 24.1% 24.5% 0.4pp 25.7% 28.3% 2.6pp Operating Expenses ?19.8? ?23.6? 19% ?36.2? ?44.6? 23% Other Income/Expenses¹ ?4.2? ?3.7? ?14%? ?5.8? ?6.4? 10% EBITDA 2.9 23.1 702% 4.3 48.8 1028% Depreciation & Amortisation² ?3.3? ?3.4? 3% ?6.3? ?7.0? 11% EBIT ?0.4? 19.7 4978% ?1.9? 41.8 2270% 12 13 ? ? ? ? ? ? ? ? About Redbubble Group Disclaimer Forward-looking Statements 15
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