Electro Optic Systems Holdings Limited · ASX:EOS
Electro Optic Systems — Shareholder Meeting (May 2025)
18 slides from Electro Optic Systems's shareholder meeting presentation, May 20, 2025
Slide 1: 2025 Annual General Meeting – CEO's Presentation
ASX RELEASE 2025 Annual General Meeting – CEO’s Presentation Melbourne, 20 May 2025 For personal use only Electro Optic Systems Holdings Limited (EOS or Company) (ASX: EOS) provides the attached CEO Presentation to be delivered at today’s Annual General Meeting commencing at 10.00am AEST at the offi
Slide 2: Managing Director and Chief Executive Officer's Presentation
Managing Director and For personal use only Chief Executive Officer’s Presentation Dr. Andreas Schwer
Slide 3: 2024 Highlights - Financial
2024 Highlights - Financial In 2024 EOS continued to execute on its turnaround program and set the foundation for future growth For personal use only Total Operations Strong Revenue Revenue $258.7m $39.4m (up 17%) vs. prior year Growth Gross Margin % 46% 2% vs. prior year Underlying EBITDA1 $13.0m $
Slide 4: 2024 Highlights - Strategic and Operational
2024 Highlights - Strategic and Operational EOS has laid foundations for future growth, particularly Counter-Drone (RWS / High Energy Laser Weapons) and Space Control Focused For personal use only • Review of strategic growth opportunities Strategy • Decision to focus on high growth opportunities –
Slide 5: Market Conditions
Market Conditions Geopolitical uncertainty and rapidly evolving technology continues to create supportive market conditions For personal use only Geopolitical uncertainty and ongoing regional tensions Rapid technological changes are challenging defence forces 8
Slide 6: EOS is focused on growing its order book
EOS is focused on growing its order book Growing the order book continues to be our key focus; several opportunities are developing positively For personal use only Markets Products Sales & Marketing Order Book • Global military spending • Recent launch of the R500, the • Step-change in sales • Cont
Slide 7: Market Development Update
As Reported 25 Feb 2025 Market Development Update Growing the order book continues to be our key focus; several opportunities are emerging • Significant investment in sales capability, marketing (trade shows Opportunity Maturity Product Estimated Opportunity Size For personal use only and demonstrat
Slide 8: Sales Strategy
Sales Strategy EOS continues to invest in its sales capabilities and has developed tailored go-to-market strategies for each region For personal use only EUROPE MIDDLE EAST N. AMERICA ASIA PACIFIC • Strong market growth • Longstanding, deep relationships • Large and concentrated market • Australian
Slide 9: Product Development – Software and AI Opportunity
Product Development – Software and AI Opportunity EOS is focused on advanced software solutions as part of our emphasis on counter-drone opportunities For personal use only Implications for EOS • EOS expects smaller, more distributed command and control systems (C2) to continue emerging, providing m
Slide 10: Product Development – R500
Product Development – R500 EOS is maintaining global product leadership by developing a next-generation AI-based RWS For personal use only Context • EOS products consistently demonstrate greater accuracy than competitors • We remain committed to being the global product leader • The R500 RWS was lau
Slide 11: Growth Strategy
Growth Strategy EOS is positioned to grow sustainably in the short, medium and longer terms 1-3 Years 2-5 Years 3-10 Years For personal use only • Significant organic growth opportunities: DEFEND NURTURE SEED • Remote Weapons Systems (RWS) & GROW • Counter-Drone products (specialised RWS) Space • Tw
Slide 12: Summary
Summary EOS aims to become a global leader in Counter-Drone, High Energy Laser Weapons and Space Control Summary For personal use only • Market conditions remain supportive • Focused growth strategy - Counter-Drone and Space Control • Divestment of non-core activity (EM Solutions) • Strengthened bal
Slide 13: Appendix
For personal use only Appendix 31
Slide 14: Market Development Update – Notable Opportunities
As Reported 25 Feb 2025 Market Development Update Growing the order book continues to be our key focus; several opportunities are developing Emerging Preliminary Evaluation Advanced For personal use only Notable Opportunities Region Product Size Opportunity • Land 400-3 Project for ADF • Product spe
Slide 15: Market Development Update – Notable Opportunities
As Reported 25 Feb 2025 Market Development Update Growing the order book continues to be our key focus; several opportunities are developing Emerging Preliminary Evaluation Advanced For personal use only Notable Opportunities Region Product Size Opportunity • Existing customer, follow-on order Middl
Slide 16: Market Development Update – Notable Opportunities
As Reported 25 Feb 2025 Market Development Update Growing the order book continues to be our key focus; several opportunities are developing Emerging Preliminary Evaluation Advanced For personal use only Notable Opportunities Region Product Size Opportunity • Opportunity to put RWS on large logistic
Slide 17: Market Development Update – Notable Opportunities
As Reported 25 Feb 2025 Market Development Update Growing the order book continues to be our key focus; several initial opportunities are emerging Emerging Preliminary Evaluation Advanced For personal use only Notable Opportunities Region Product Size Opportunity • Potential new customer nation in w
Slide 18: Reconciliation of Statutory Profit / (Loss) and non-IFRS measures
Reconciliation of Statutory Profit / (Loss) and non-IFRS measures The results for EM Solutions (divested in January 2025) have been treated as discontinued operations Total Operations (Continuing & Discontinued) 2024 2023 For personal use only $m Loss for the year (19.7) (34.1) Profit after tax for
Electro Optic Systems Holdings — Shareholder Meeting (May 2025) on 6ix