Orbital Corporation Ltd · ASX:OEC
Orbital — Non-Deal Roadshow (March 2019)
15 slides from Orbital's roadshow presentation, Mar 11, 2019
Slide 1: Investor Roadshow March 2019
Investor Roadshow March 2019
Slide 2: Cautionary statement
Cautionary statement This presentation includes statements looking-forward that involve risks and uncertainties. These statements are based upon management’s expectations and beliefs concerning future events. Forward-looking statements are necessarily subject to risks, uncertainties and other factor
Slide 3: Emerging world leader in tactical UAV propulsion systems and flight critical components
Emerging world leader in tactical unmanned aerial vehicle propulsion systems and flight critical components 3
Slide 4: UAV landscape
UAV landscape Example: MQ-9 Reaper • Price per aircraft: $55 million - $65 million* • Payload: up to 1,700 kg Combat UAV • • Length: up to 11 m Wingspan: up to 20 m • Max endurance: 27 hours • Max altitude: 50,000 ft Example: ScanEagle3 CURRENT FOCUS • Price per aircraft: $2.5 million - $4 million p
Slide 5: Tactical UAV capabilities
Tactical UAV capabilities Tactical UAV’s are primarily used for intelligence, Long endurance performance surveillance and reconnaissance operations. They do not carry weaponry but have the capability to carry multiple and varied payloads. Robust navigation system for enhanced operational capability,
Slide 6: Global UAV defence outlook
Global UAV defence outlook UAV production by region* 4400 2017 2026 Mission ready reliability Operational agility US$ millions 2523 1755 1524 1534 1092 714 609 Extended range / BVLOS Rapid deployment 39 145 USA Asia-Pacific Europe Mid-East Other Country/region Teal Group predicts worldwide Challengi
Slide 7: Near term market opportunities
Near term market opportunities 90% Market Share Tactical UAV A$19.4Bn* * UAS Market Outlook with Special Focus on Tactical Systems, Teal Group Corporation | For the years 2017-2026 7
Slide 8: Our unique service offering
Our unique service offering Tactical UAV Image: ScanEagle3, courtesy Insitu Inc. Fully assembled and mission ready propulsion systems • Revolutionary fuel delivery and engine management components • Proprietary combustion system • Electronic Control Unit - Lightweight military specification • Ultra
Slide 9: Our product evolution
Our product evolution Experience Mission Highly configurable, and expertise ready response flexible solutions The Modular Propulsion Solution (MPS)* * Stylised for confidentiality reasons 9
Slide 10: Insitu's versatile and agile UAS family
$350M contract driving production ramp-up Long Term Agreement 5 years (from October 2018) A$120-350M ScanEagle® Insitu’s versatile and agile UAS family Five engines into ScanEagle2 production* ScanEagle3 Integrator™ * Stylised for confidentiality reasons 10
Slide 11: Engine development timelines
Engine development timelines Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Development Production Development Production Development Production Pre-Production Production Pre-Production Production *All images stylised for confidentiality reasons All programs currently on track to meet targeted prod
Slide 12: Closing remarks
Closing remarks • Global UAV market demonstrates continued An international business servicing the demand and strong growth opportunities. global tactical UAV market • Delivery of targets within Long Term Agreement with Insitu Inc. remain Orbital UAV’s strategic focus. • Revolutionary Modular Propul
Slide 13: Corporate overview
Corporate overview Capital Structure Top Shareholders UIL Limited Share Price (28 Feb 19) A$ 0.39 30% CFS Fully Paid Ordinary Shares M 77 49% Market Capitalisation A$m 30 Directors, management & employees Cash (31 Dec 18) A$m 10 10% ANNAPURNA Pty Ltd Cash & Receivables (31 Dec 18) A$m 19 5% Debt (31
Slide 14: Board of Directors and Management
Board of Directors and Management Board of Directors John Welborn Todd Alder Steve Gallagher Terry Stinson Kyle Abbott Chairman Chief Executive Officer Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director and Managing Director Management Todd Alder Roulė Jones
Slide 15: Ready to Fly...
Ready to Fly... www.orbitalua in ¥