Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Shareholder Meeting (August 2020)
19 slides from Baylin Technologies's shareholder meeting presentation, Aug 13, 2020
Slide 1: Baylin Technologies Annual General Meeting
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . B AY L I N T E C H N O L O G I E S ( T S X : B Y L ) Baylin is a diversified leading global wireless technology management company. Baylin focuses on research, design, development, manufacturing and sales of passive and active RF Satellite
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . This presentation includes “forward-looking information” and “forward-looking statements” within the meaning of applicable securities laws. Forward-looking information is not a statement of historical fact. Rather
Slide 3: Agenda
AGENDA C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 1) 2019 Key Accomplishments and Strategic Developments 2) 2019 Financial Performance 3) Financial Results, Q2 2020 4) 5G Massive MIMO 5) 2020 Outlook 33
Slide 4: 2019 Key Accomplishments & Strategic Developments
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2019 KEY ACCOMPLISHMENTS & STRATEGIC DEVELOPMENTS 4
Slide 5: Key Financial and Operational Developments
2019 KEY ACCOMPLISHMENTS AND STRATEGIC DEVELOPMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . KEY FINANCIAL DEVELOPMENTS u Revenue increased by 13% over 2018 u Gross profit increased by 8% over 2018 u Adjusted EBITDA of $12.5 million compared to $15.3 million in 2018 u Closed $48 m
Slide 6: Key Commercial Developments: Galtronics
2019 KEY ACCOMPLISHMENTS AND STRATEGIC DEVELOPMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . KEY COMMERCIAL DEVELOPMENTS Galtronics u 18 port quasi-omni small/C-RAN canister antenna pre-approved with a tier one NA carrier u 12 port base station antenna, covering 700 MHz and PCS/AW
Slide 7: Key Commercial Developments: Advantech / Alga
2019 KEY ACCOMPLISHMENTS AND STRATEGIC DEVELOPMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . KEY COMMERCIAL DEVELOPMENTS Advantech / Alga u New line of GaN based 500W solid state power amplifiers (SSPAs) and block-up converters (BUCs) for ultra high definition broadcasting applica
Slide 8: Improving Results
IMPROVING RESULTS ALL FIGURES IN CAD C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 8 88
Slide 9: Summary Income Statement
SUMMARY INCOME STATEMENT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2019 vs 2018 2018 vs 2017 1 1 1 (CAD in 000's) 2019 2018 2017 incr/(decr) incr/(decr) Revenue $ 153.3 $ 136.2 $ 91.6 12.6% 48.6% Gross Profit $ 54.9 $ 50.8 $ 28.3 8.1% 79.4% as % of Revenue 35.8% 37.3% 30.9% Operati
Slide 10: Quarterly Revenue Growth
QUARTERLY REVENUE GROWTH C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Quarter-over-quarter revenue growth. 10 10
Slide 11: Financial Results Q2 2020
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . FINANCIAL RESULTS Q2 2020 11
Slide 12: Q2 Summary Income Statement
Q2 SUMMARY INCOME STATEMENT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2020 vs 2019 1 1 (CAD in 000's) Q2 2020 Q2 2019 incr/(decr) Revenue $ 30.6 $ 47.8 (36.0%) Gross Profit $ 9.7 $ 17.6 (45.1%) as % of Revenue 31.6% 36.9% Operating Costs $ 10.9 $ 16.1 (32.6%) Operating income (loss
Slide 13: 2019 Developments: 5G Massive MIMO Antenna
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2019 DEVELOPMENTS: 5G MASSIVE MIMO ANTENNA A preliminary prospectus, as amended, containing important information relating to the securities described in this document has been filed with the securities regulatory authorities in each of the
Slide 14: 5G Massive MIMO
5G Massive MIMO C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Overview Key Metrics u Galtronics was selected as one of a few vendors to build a factory capable of building MMU (Massive MIMO unit) for a tier one network equipment provider C$9.0M Positive ROI u Construction commenced in
Slide 15: 2020 Outlook
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2020 OUTLOOK A preliminary prospectus, as amended, containing important information relating to the securities described in this document has been filed with the securities regulatory authorities in each of the provinces and territories of
Slide 16: 2020 Outlook: Synergies and LEO Evolution
2020 OUTLOOK C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . u Synergies | The acquisitions of Advantech Wireless and Alga Microwave have yielded their first cross selling benefit with a purchase order for our newly launched Summit Series of SSPA’s to a tier one North American carrier fo
Slide 17: 2020 Outlook: 3GPP, FirstNet, Carrier Capex
2020 OUTLOOK C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . u 3GPP | The next 5G NR (new radio) Release 16 will focus on expansion to new service areas/devices/business models/spectrum – URLLC (ultra reliability low latency communications), DSS (dynamic spectrum sharing), vehicle commun
Slide 18: Growth Strategy
GROWTH STRATEGY C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Organic Inorganic Focus on innovation in each of Baylin’s four Actively seeking acquisitions which provide: key segments. Accelerate development of integrated solutions between mobile and satcom Technological capabilities Ex
Slide 19: Innovative Wireless Solutions
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . INNOVATIVE Wireless Solutions USA | China | Korea | Vietnam | Canada | Brazil |Europe 19
Baylin Technologies — Shareholder Meeting (August 2020) on 6ix