External broker reports(aggregated public sources), Moelis Australia Ltd

MA Moelis Australia

External broker reports(aggregated public sources)

Moelis Australia Ltd

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RPMGlobal Holdings Limited / Equity Bottom-Up

<ul><li>FY22 EBITDA of $4.5m (vs. MAFe $6.9m) with variance largely attributable to higher than anticipated bonuses in 2H.</li><li>Ending ARR of $33m (+50%/$11m on pcp) with $56m TCV of software licences sold during the year (including 54 customers signing new product contracts).</li><li>FY23e guidance of $14.2m EBITDA at a 14% EBITDA margin. Mgmt. noted "other than to meet advisory &amp; consulting demand, employee numbers will remain steady".</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FY22 EBITDA of $4.5m (vs. MAFe $6.9m) with variance largely attributable to higher than anticipated bonuses in 2H.Ending ARR of $33m (+50%/$11m on pcp) with $56m TCV of software licences sold during the year (including 54 customers signing new product contracts).FY23e guidance of $14.2m EBITDA at a 14% EBITDA margin. Mgmt. noted "other than to meet advisory &amp; consulting demand, employee numbers will remain steady".Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

RPMGlobal Holdings Ltd - Strong FY23 Guidance Implies Significant Operating Leverage

<ul><li>Profitable &amp; well-capitalised with strong organic growth potential.</li><li>EBITDA CAGR of ~50% (FY22-25e) as platform costs amortise over a growing base of high-margin subscription sales, supported by deep up/cross sell opportunities &amp; new product pipeline.</li><li>~$40m net cash, buy-back commenced May’22. Well-established enterprise mining software servicing Tier 1 customer-base.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Profitable &amp; well-capitalised with strong organic growth potential.EBITDA CAGR of ~50% (FY22-25e) as platform costs amortise over a growing base of high-margin subscription sales, supported by deep up/cross sell opportunities &amp; new product pipeline.~$40m net cash, buy-back commenced May’22. Well-established enterprise mining software servicing Tier 1 customer-base.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Australia

RPMGlobal Holdings Limited is a technology company that provides integrated technology services (software), mining consulting and training the area of mining planning.

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RPMGlobal Holdings Limited (RUL AU)

RPMGlobal Holdings Ltd - Strong FY23 Guidance Implies Significant Operating Leverage

Ending ARR of $33m (+50%/$11m on pcp) with $56m TCV of software licences sold during the year (including 54 customers signing new product contracts).

MA Moelis Australia

RPMGlobal (ASX:RUL) - Investment Summary

EBITDA CAGR of ~50% (FY22-25e) as platform costs amortise over a growing base of high-margin subscription sales, supported by deep up/cross sell...

MA Moelis Australia

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