Announcement under Regulation 30 (LODR)-Investor Presentation

Intimation of Investor Presentation on Acquisition of WildWorks

21 days ago

INVESTOR PRESENTATION

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Sentiments detected

Positive 4
  • WildWorks enables Nazara to solidify leadership position in the gamified learning space for kids •

  • The 8-12 player demographic of Animal Jam builds on the success of Kiddopia early learning product for kids 2-7, extending reach with families while maintaining focus on high quality educational content Growth strategies post acquisition Invigorate Core Business: •

  • Increase user acquisition spend to drive subscriber growth

  • Brand Partnerships to drive further growth - Higher ARPU on account of higher IAP during the holiday season in Q2 and • Wildworks has successfully partnered with Ryan’s World, #1 summer/spring break during Q4 grossing YouTube channel in the world - Negotiating opportunities for similar partnerships with emerging kid influencers to create

Negative 1
  • Accelerate production of content updates - Weak balance sheet has prevented the company from investing in user •

Mentioned Phrases & Organizations

Important keywords detected (20+)

star (24)
star star (19)
star star star (14)
wildworks (9)
acquisition (7)
app (7)
nazara (5)
animal (5)
jam (5)
games (5)
million (5)
animal jam (5)
kids (4)
apps (4)
mobile (4)
technologies (3)
listing (3)
compliance (3)
game (3)
world (3)

Organizations identified (10+)

WildWorks (8)
Nazara Technologies Limited (3)
Wildworks’ Animal Jam (1)
University of Utah (1)
AJ Academy (1)
Brigham Young University (1)
IAP (1)
Wildworks (1)
Ryan’s World (1)
grossing YouTube (1)

Tables extracted (4)

Key MetricsCY21 AH1 CY22 A
Revenue$13.8$5.8
EBITDA$3.1$1.6
EBITDA %22.8%27.9%
Key MetricsQ1CY21Q2CY21Q3CY21Q4CY21Q1CY22Q2CY22
Customers 1126,581119,555109,438102,419100,54193,916
% Organic (based on installs)57%37%44%59%52%70%
Marketing Spend (mn)$272,128$542,048$482,778$256,035$282,027$178,726
Cost per Acquisition$38$31$40$34$32$28
ARPU 2$7.0$7.6$7.7$9.0$8.1$8.5
Churn14%13%13%13%11%14%
24 month LTV 2 /CAC1.4x1.8x1.4x1.9x2.4x2.3x

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