Dorsavi Ltd. · ASX:DVL
Dorsavi — Shareholder Meeting (November 2021)
18 slides from Dorsavi's shareholder meeting presentation, Nov 26, 2021
Slide 1: Cover letter: 2021 AGM Chairman's Address and CEO Presentation
For personal use only 26 November 2021 The Manager, Listings ASX Limited Company Announcements Office Level 4 Exchange Centre 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam 2021 Annual General Meeting – Chairman’s Address and CEO Presentation We attach a copy of the Chairman’s address and the CEO’s
Slide 2: About dorsaVi and contact information
For further information about dorsaVi, please contact: Company Investors For personal use only Andrew Ronchi Dean Dribbin Chief Executive Officer Vesparum Capital +61 417 882 267 +61 3 8582 4800 Email: ar@dorsavi.com Email: dorsavi@vesparum.com About dorsaVi dorsaVi Ltd (ASX: DVL) is an ASX company
Slide 3: Opening Address by the Chairman
For personal use only DORSAVI LTD ANNUAL GENERAL MEETING 26 NOVEMBER 2021 OPENING ADDRESS BY MR GREG TWEEDLY, CHAIRMAN, DORSAVI LTD 2021 has followed 2020 as a very challenging year and thankfully we are starting to see ourselves emerge from the COVID-19 global pandemic. The dorsaVi business has sho
Slide 4: Chairman's address continued
has ensured it will continue to meet the advanced compliance requirements of sophisticated customers, while simultaneously increasing the appeal of our products to win new top tier customers. Subsequent to the financial year, dorsaVi was pleased to announce the appointment of Mr Troy DiDomenico as C
Slide 5: For personal use only
For personal use only AGM Presentation November 2021
Slide 6: Investment highlights
Investment highlights Scalable world-class technology For personal use only Tailored wearable motion sensor products trusted by leading international organisations Robust business model Stable cashflows driven by recurring revenues with a growing pipeline of opportunity Product led, high margin busi
Slide 7: Scalable world-class technology
Scalable world-class technology For personal use only Leading technology Supporting leading institutions1 Wearable sensors that measure movement and muscle activity in workplace and clinical settings Validated through approvals ü FDA ü CE Mark ü TGA Trusted Providing tailored solutions enabled by be
Slide 8: Robust business model underpinned by recurring revenue strategy
Robust business model underpinned by recurring revenue strategy Consistent RRR providing a platform for growth coming out of a lockdown environment For personal use only Total sales revenue Consulting Recurring A$k COVID lockdown impact +37% 1,159 As key markets 1,081 return to work 32% 860 31% 788
Slide 9: Record cash receipts
Record cash receipts Highlighting growing pipeline of opportunity and new contract wins For personal use only Receipts from customers A$k 1,028 ü Continued growth in new contract wins ü Partnerships driving 457 latent demand 414 406 322 ü Well placed to grow organic revenue Q1 FY21 Q2 FY21 Q3 FY21 Q
Slide 10: Product led high margin business
Product led high margin business Underpinned by technological investment and operating leverage For personal use only Gross margin1 % 1 Commitment to product led model 95 91 Facilitated investment in technological 82 2 75 development COVID impact to site access 3 Driving increased operating leverage
Slide 11: Prudent expense management
Prudent expense management Continued focus on lean operations For personal use only Cash expenses1 A$m 9.8 ~23% average YoY cost reduction ü Product manufacturing optimisation 7.7 ü Lower corporate and administrative spend 5.7 ü Optimised workforce 4.5 ü Platform optimisation ü Early spend in produc
Slide 12: Clear and validated strategy - valuable target markets
Clear and validated strategy - valuable target markets Appealing markets with attractive growth propositions For personal use only Workplace Clinical ü Contracts with tier one enterprise customers ü Selling sensors direct to physical therapists, backed by health insurance ü Aim to reduce workplace i
Slide 13: Workplace market
Workplace market Targeting large multinational organisations For personal use only Direct sales to commercial customers Strategic partnership with QBE 87% reduction in lower Strategic partnership More companies sign back injuries, resulting in with QBE Australia directly with dorsaVi productivity im
Slide 14: Clinical market - direct
Clinical market - direct Enabling digital health to physical therapists For personal use only dorsaVi’s products are in 300 US sites1 1 14 18 1 2 4 11 8 4 5 Capture novel & clinically Assess the effectiveness of 12 26 21 1 relevant data insights treatment programs 3 18 9 2 10 3 3 16 30 21 11 1 7 16
Slide 15: Clinical market - partnerships
Clinical market - partnerships dorsaVi is working with Medtronic to assess patients Medtronic total contract value For personal use only undergoing surgical evaluation A$k 418k revenue yet to be realised Technological validation: Partnering with an industry leader validates dorsaVi’s technology in a
Slide 16: Primed to capitalise on the post-lockdown environment
Primed to capitalise on the post-lockdown environment Significant industry tailwinds For personal use only Return to work Digital health Enhancing care at home Client activities are resuming at several Increasing digitisation across the Increasing demand to recover at home sites with added focus on
Slide 17: Important information and disclaimer
Important information and disclaimer Not financial product advice or offer For personal use only This presentation does not constitute an offer of securities or investment, legal, taxation or other advice and the presentation does not take into account your investment objectives, financial situation
Slide 18: Contact us
For personal use only Contact us: Website: www.dorsavi.com Andrew Ronchi Chief Executive Officer Social media: LinkedIn: dorsaVi T: +61 417 882 267 Twitter: @dorsavi E: ar@dorsaVi.com