Sensen Networks Ltd. · ASX:SNS
Sensen Networks — Investor Presentation (February 2018)
25 slides from Sensen Networks's investor presentation, Feb 26, 2018
Slide 1: Smart City Solutions Investor Presentation
For personal use only SMART CITY SOLUTIONS INVESTOR PRESENTATION February 2018 ASX: SNS 1 MAKING CITIES SMARTER
Slide 2: Executive Summary
EXECUTIVE SUMMARY For personal use only SENSEN NETWORKS LTD (ASX: SNS) Patented technology, yielding Generating strong tangible RoI for recurrent revenues: customers in the $1.8m in H1 FY18 intelligent transport (unaudited) with (smart city) and great scope for casino gaming expansion markets A grow
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only TRADING INFORMATION ASX STOCK CODE SNS Listing date 18-Oct-17 Share price as at 23 Feb 18 22.5c Unlisted options 15.6m Fully diluted shares 392.4m Fully diluted market cap $88m Share register 38% 49% 13% HNW and retail investors Institutional investors Manage
Slide 4: SenSen's Business
SENSEN’S BUSINESS For personal use only MAKING CITY OPERATIONS SMARTER MEGA MINI MICRO CITIES CITIES CITIES SHOPPING PROVINCES AIRPORTS CENTRES, HOTELS SKI RESORTS, CITY CASINOS NATIONAL COUNCILS PARKS ART NATION UNIVERSITIES CENTRES, CITIES LIBRARIES 4 MAKING CITIES SMARTER
Slide 5: Making City Operations Smarter
MAKING CITY OPERATIONS SMARTER For personal use only ADDING VALUE FOR GLOBAL SMART CITIES THROUGH MULTIPLE TOUCHPOINTS Traffic Facilities Security and Parking Business Operations Engineering Management Safety Operations Operations Operations Operations Access Control Security Analytics Customer Queu
Slide 6: SenSen's Scalable Revenue Model
SENSEN’S SCALABLE REVENUE MODEL For personal use only SOFTWARE AS A SERVICE (SAAS) MODEL Customer acquisition is largely a tender WITH STRONG RECURRENT REVENUES driven process in the city council/smart cities sector; sales cycle is 6-12 months VERTICAL REVENUE MODEL Per infringements processed or Pa
Slide 7: Industry Recognition
INDUSTRY RECOGNITION For personal use only 2017 Merit Recipient – 2018 Global Smart 50 Award Foundation Partner, Automated Asset Winner – Intelligent Video Analytics NVIDIA Metropolis Partner Program Mapping Solution 7 MAKING CITIES SMARTER
Slide 8: Market Opportunity
MARKET OPPORTUNITY For personal use only THERE ARE OVER 2,000 SMART CITIES AND 1,300 CASINOS IN THE WORLD INTERNET OF THINGS (IOT) 1 Analysts project by 2025, data from connected devices will yield insights driving potential economic value of as much as US$11 trillion. “Unlocking the Potential of th
Slide 9: Technology Overview: The SenDISA Platform
TECHNOLOGY OVERVIEW For personal use only THE SENDISA PLATFORM SenSen has built the world’s most advanced video and sensor analytics based AI software platform, SenDISA. Sense Extract relevant Use data to reduce Integrate with Integrate Analyse data from cameras cost of operations Enterprise Busines
Slide 10: Key Product: SenFORCE
For personal use only KEY PRODUCT: SENFORCE SenFORCE revolutionises city councils’ parking enforcement operations Utilises vehicle-mounted cameras and centimetre-accurate GPS with patented algorithms 10X Delivering over 10x productivity gains and significant increase in parking compliance Making cit
Slide 11: Achieving Rapid Growth with City Councils
ACHIEVING RAPID GROWTH WITH CITY COUNCILS For personal use only 14 CITY COUNCIL CUSTOMERS CITY COUNCILS ARE 12 STICKY LONG TERM CUSTOMERS, AND 10 WITH EVERY MORE THAN 200 SMART CITIES ON ADDITION, SENSEN’S SENSEN’S TARGET CUSTOMER LIST RECURRENT 8 REVENUE KEEPS GROWING. 6 4 SENSEN IS ESTABLISHING 2
Slide 12: New Contracts Since Listing with Smart Cities
NEW CONTRACTS SINCE LISTING For personal use only WITH SMART CITIES New multi-year contract signed with Singapore Changi Airport to provide airport safety Video Content Analysis The new Changi Airport contract follows the multi-year parking and traffic contract with Changi announced in October 2017,
Slide 13: New Products Since Listing
NEW PRODUCTS SINCE LISTING For personal use only EXPANDING SENSEN’S VALUE PROPOSITION SenAPPs – Android Apps – Parking Occupancy Sign & Line Audit Solution - SenCAM, SenGAZE, Detection - SenPOD SenSIGN SenFORCE Pocket 13 MAKING CITIES SMARTER
Slide 14: Key Product: SenGAME
KEY PRODUCT: SENGAME For personal use only SenGAME revolutionises table game operations in casinos, allowing customers to accurately monitor traffic inflow and analyse the impact of non-gaming events. Delivers accurate, immediately actionable insights regarding: • Table activity and occupancy heat m
Slide 15: SenGAME Deployed In-Market
SENGAME DEPLOYED IN-MARKET For personal use only MORE THAN 100 CASINOS ON SENSEN’S GLOBAL CUSTOMER TARGET LIST Strategic partnership with Crown Casino to develop, test and market SenGAME technology globally. SenGAME 1.0 (using existing surveillance cameras) and SenGAME 2.0 (using time of flight came
Slide 16: Key Channel Partners
KEY CHANNEL PARTNERS For personal use only SENSEN LEVERAGES TRUSTED PARTNERS WORLDWIDE TO ACQUIRE NEW CUSTOMERS AND TO DEPLOY AND SUPPORT OUR SOLUTIONS 16 MAKING CITIES SMARTER
Slide 17: Immediate Growth Strategy
IMMEDIATE GROWTH STRATEGY For personal use only ORGANIC GROWTH Expand global distribution network to acquire new customers INNOVATION Develop cutting edge innovations to stay ahead of the competition VALUE EXPANSION Offer new value-added products and services to existing customers VERTICAL EXPANSION
Slide 18: Organisational Structure
ORGANISATIONAL STRUCTURE For personal use only SENSEN AUSTRALIA BOARD Melbourne Headquarters 15 Staff CEO Operations & Finance SENSEN INDIA Wholly Owned Subsidiary 25 Staff Accounts, Legal, Compliance, HR, Payroll, Grants, Special Projects Management SENSEN SINGAPORE Wholly Owned Subsidiary 1 Staff
Slide 19: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS For personal use only Dr. Subhash Challa David Smith - Executive Zenon Pasieczny – Jason Ko – Executive Chairman Director & Company Secretary Non-Executive Director Non-Executive Director Subhash founded SenSen Networks David brings more than 15 years’ Zenon is an expe
Slide 20: Talented Management Team
TALENTED MANAGEMENT TEAM For personal use only Tony Lynch – Surendra Sanka - Director, Madan Kumar – Chief Financial Officer Operations & Finance Director, India Operations Tony is a highly experienced CFO and has Surendra brings 18+ years of Madan brings over 8 years of held senior management and b
Slide 21: Financial Progress
FINANCIAL PROGRESS For personal use only FY15 ($M) FY16 ($M) FY17 ($M) H1 FY18 ($M) AUDITED AUDITED AUDITED REVIEWED Unaudited revenue for H1 FY18 +250% year- on-year to $1.8m, driven by a combination of Total Revenue 0.42 1.11 2.07 1.79 both new client contracts and existing recurring revenue from
Slide 22: Listed Peer Analysis
LISTED PEER ANALYSIS For personal use only As at 23 Feb 2018 MARKET CAP COMPANY FY17 REVENUE FY17 EBITDA (FULLY DILUTED, NAME (A$M) (A$M) A$M) Redflex Holdings Ltd 86 120.8 10.7 (ASX: RDF) Smart Parking Ltd 92 24.8 1.3 (ASX: SPZ) BrainChip Holdings Ltd 189 0.42 -11.4 (ASX: BRN) Simble Solutions Ltd
Slide 23: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only Proven, patented, A differentiated Generating healthy Highly experienced world-leading product and service, recurrent revenues management team technology operating Expanding global offering high- with an attractive footprint with a with significant in exci
Slide 24: Disclaimer
DISCLAIMER For personal use only This presentation has been prepared by SenSen Networks Pty Limited (SenSen or Financial data: Throughout this Presentation all figures are quoted in A$ dollars unless Company). otherwise stated. Summary information: This Presentation contains summary information abou
Slide 25: For personal use only
For personal use only Subhash Challa | CEO David Smith | Executive Director Tim Dohrmann | Investor Relations subhash@sensennetworks.com dsmith@sensennetworks.com tim@nwrcommunications.com.au +61 409 082 952 +61 414 239 84 +61 468 420 846 Unit 4, 71 Victoria Crescent, Abbotsford, Suite 1404, 3 Sprin
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