REA Group Limited (RPGRY) Analyst/Investor Day Transcript

REA Group Limited (RPGRY) Analyst/Investor Day October 22, 2026 6:30 PM EDT Alice Bennett - Executive Manager of Investor RelationsCameron McIntyre - CEO & DirectorJane Cohen - Chief Strategy OfficerJonathan Swift - Chief Product OfficerTim BradleyJonathan CameronJarrod ScottKris MatthewsAnthony WaldronEamonn FallonSteve Maidment - Chief Technology OfficerElisa Nerone - Chief People & Sustainability OfficerAndrew Cramer - Chief Financial Officer Louis BannonFraser Mcleish - MST Financial Services Pty Limited, Research DivisionDavid Fabris - Macquarie ResearchBryan Raymond - JPMorgan Chase & Co, Research Division Alice BennettExecutive Manager of Investor Relations Hello, everybody.
Welcome and super excited that you're all here with us today for our REA Group 2026 Investor Day.
Before we begin, I'd like to acknowledge the traditional custodians of the land we're meeting on, the Gadigal people of the Eora Nation, pay our respects to past and present.
I'd also like to very briefly draw your attention to the disclaimer in our pack, which is covering off some of the information we'll be talking to today.
So in terms of the agenda, obviously, very jampacked.
We've got a lot to get through this morning.
We are going to start with Cameron McIntyre, our CEO.
He's going to give an update on our refreshed strategy.
And when we talk about our edge, that's our proprietary data and the deep relationships we have, which really fuels the outcomes and the outcomes from our consumers, vendors, customers and brokers.
We're then going to talk to just how we see the consumer experiences evolving and how we're shaping those.
And we're going to finish the first session off with our residential business, and we'll talk to you how we'll be growing both our advertising and our customer solutions revenues with AI-powered campaigns over the next few years..
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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