Orbital Corporation Ltd · ASX:OEC
Orbital — Shareholder Meeting (October 2017)
11 slides from Orbital's shareholder meeting presentation, Oct 27, 2017
Slide 1: CEO Presentation - Annual General Meeting, Perth
For personal use only CEO PRESENTATION ANNUAL GENERAL MEETING, PERTH - FRIDAY 27TH OCTOBER 2017
Slide 2: Innovation That Performs
For personal use only INNOVATION THAT PERFORMS invents and builds smart technology that delivers improved performance outcomes for our clients in the unmanned aerial vehicle sectors. 2 Copyright Orbital Corporation Ltd 2017
Slide 3: Company Overview: Share Price & Volume
COMPANY OVERVIEW SHARE PRICE & VOLUME For personal use only $ M 1.2 8 01 UAV BUSINESS TAKING OFF - SECOND $12.8 MILLION ORDER 1.0 0.8 6 02 ORBITAL SIGNS NEW UAVE AGREEMENT WORTH UP TO $120 MILLION 03 05 0.6 01 02 4 03 ORBITAL AWARDED ADDITIONAL ENGINEERING PROJECT WITH INSITU 0.4 04 2 04 MANAGING DI
Slide 4: Directors & Management
DIRECTORS & MANAGEMENT BOARD OF DIRECTORS For personal use only JOHN WELBORN TODD ALDER Chairman Managing Director & Chief Executive Officer Non-executive Director STEVE GALLAGHER TERRY STINSON Non-executive Director Non-executive Director MANAGEMENT TEAM ROULÉ JONES DR GEOFF CATHCART Chief Financia
Slide 5: Future
ORBITAL’S FUTURE For personal use only • Focusing on our core competencies of innovation in design & manufacture of: 1. Precision engines 2. Advanced fuel systems 3. Integrated UAV* components • Orbital’s growth strategy is founded on rapidly evolving UAV opportunities * Unmanned Aerial Vehicle (“UA
Slide 6: UAV Market Opportunities
ORBITAL’S UAV MARKET OPPORTUNITIES SMALL/MEDIUM TACTICAL UAV MARKET WORLDWIDE MILITARY & CIVIL COMBINED MARKET $BN(US) $BN(US) For personal use only 10.0 25.0 $20.3BN 8.0 20.0 6.0 15.0 $4BN 4.0 10.0 $2BN $5.4BN 2.0 5.0 - 2016 2025 - 2016 2025 TACTICAL UAVs • ALTITUDES OF 18,000FT • VALUED FROM US$50
Slide 7: UAV Competitive Advantage
ORBITAL’S UAV COMPETITIVE ADVANTAGE For personal use only Tactical UAVs powered by high value propulsion systems which includes: • Precision built engines • Sophisticated fuel storage & supply systems • Advanced electrical supply systems • Integrated carbon fuselage components 7 Copyright Orbital Co
Slide 8: UAV Competitive Advantage
ORBITAL’S UAV COMPETITIVE ADVANTAGE Orbital uniquely placed to serve growing market: For personal use only • Patented combustion technology • Unique, dedicated UAV design, test and production capabilities • Unparalleled facilities • One Million hours + experience • High quality supply chain develope
Slide 9: Value Catalysts
ORBITAL’S VALUE CATALYSTS • Establish UAV production facility in the United For personal use only States • Deliver on Insitu Long Term Supply Agreement • Restructured operational overhead to reduce ~A$3M p.a. • Maintain balance sheet strength • Crystallise value from REMSAFE • Achieve FY18 revenue g
Slide 10: Vision
ORBITAL’S VISION For personal use only Focused on UAV performance solutions UAV Growth Market Orbital’s differentiating capabilities to deliver solutions Strategy to execute INNOVATION THAT PERFORMS 10 Copyright Orbital Corporation Ltd 2017
Slide 11: Cautionary Statement
For personal use only 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, uncertai