Nano Dimension Ltd · NASDAQ:NNDM
Nano Dimension — Investor Presentation (March 2018)
27 slides from Nano Dimension's investor presentation, Mar 15, 2018
Slide 1: Making Additive Manufacturing Intelligent
March 2018 NASDAQ/TASE: NNDM Making Additive Manufacturing Intelligent
Slide 2: Forward Looking Statements
2 NASDAQ / TASE : NNDM 2 NASDAQ / TASE : NNDM Forward Looking Statements This presentation of Nano Dimension Ltd . (the “Company”) contains “forward - looking statements” within the meaning of the Private Securities Litigation Reform Act and other securities laws . Words such as “expects,” “anticipa
Slide 3: Disrupt. Shape. Define. How Smart Products are Made
3 NASDAQ / TASE : NNDM 3 NASDAQ / TASE : NNDM DISRUPT. SHAPE. DEFINE. How Smart Products are Made 3 NASDAQ / TASE : NNDM Nano Dimension is the world’s leading additive electronics provider. The company is disrupting, shaping, and defining how electronics are made. With its unique 3D printing technol
Slide 4: Company Overview
4 NASDAQ / TASE : NNDM 4 NASDAQ / TASE : NNDM Company Overview Listed on the TASE in 2014 and on Nasdaq in 2016 Raised $59 million to date - Developed printer - Developed materials - Established manufacturing - Built organization Since 2016, conducted comprehensive early access trials with Fortune 5
Slide 5: Making Additive Intelligent and Connected
5 NASDAQ / TASE : NNDM 5 NASDAQ / TASE : NNDM 5 NASDAQ / TASE : NNDM PRINTING ANTENNAS MINIATURIZING MODULES EMBEDDING ELECTRONIC COMPONENTS WITHIN CIRCUIT BOARDS ENCAPSULATING SENSORS Making Additive Intelligent and Connected
Slide 6: We are at the Heart of Industry 4.0 Convergence
6 NASDAQ / TASE : NNDM 6 NASDAQ / TASE : NNDM We are at the Heart of Industry 4.0 Convergence 6 NASDAQ / TASE : NNDM Mechanical design Additive manufacturing Electronics design & manufacturing Digital production : cloud, big data, AI
Slide 7: Our Technology is Breaking Design Barriers
7 NASDAQ / TASE : NNDM 7 NASDAQ / TASE : NNDM Our Technology is Breaking Design Barriers High precision inkjet technology Multi material 3 D printing Combining conductive nano - metals & polymers First additive manufacturing for functional 3 D electronics + =
Slide 8: We Built Comprehensive Manufacturing Capabilities
8 NASDAQ / TASE : NNDM 8 NASDAQ / TASE : NNDM We Built Comprehensive Manufacturing Capabilities In - house 3 D printer manufacturing In - house nano ink manufacturing - Capacity to meet future demand Top quality certified ISO14001 and OHSAS18001
Slide 9: Select Financial Data
9 NASDAQ / TASE : NNDM 9 NASDAQ / TASE : NNDM NASDAQ / TASE NNDM ADR level 3 Ratio: 1:5 Total funding to date $59M Market Cap $41M* Shares outstanding 62M ** (equivalent to 12.4M ADS) Public float ≈ 78 % ** Cash $ 6.1 M ** no debt Select Financial Data * As of March 13 , 2018 ** As of December 31 ,
Slide 10: Case Study: In-Mold Electronics
10 NASDAQ / TASE : NNDM 10 NASDAQ / TASE : NNDM Case Study 1 : In - Mold Electronics In - mold electronics Variety of HMI applications Automotive, IoT, wearables and consumer electronics Rapid prototyping that is ready in hours instead of weeks Short - run manufacturing up to 100,000 economically Up
Slide 11: Case Study: Functional Circuit Boards
11 NASDAQ / TASE : NNDM 11 NASDAQ / TASE : NNDM Case Study 2 : Functional Circuit Boards Functional multilayered PCBs Variety of smart products Automotive & consumer electronics Rapid prototyping that is ready in hours instead of weeks Short - run manufacturing up to 100,000 economically Up to 80% d
Slide 12: We Deliver Tangible Customer Value
12 NASDAQ / TASE : NNDM 12 NASDAQ / TASE : NNDM We Deliver Tangible Customer Value Increase design power Protect IP Accelerate time to market Improve efficiency
Slide 13: Open-Ended Growth Potential
13 NASDAQ / TASE : NNDM 13 NASDAQ / TASE : NNDM Open - Ended Growth Potential INDUSTRY VERTICALS • Defense • Automotive • Industrial • Aerospace • Consumer electronics & IoT • Telecom • Medical devices RESEARCH INSTITUTES • Academic institutions and universities • Research & innovation centers ADDIT
Slide 14: Total Addressable Market
14 NASDAQ / TASE : NNDM 14 NASDAQ / TASE : NNDM Total Addressable Market Additive Manufacturing industry analysts predict that 3 D printed electronics is likely to be the next high - growth application for product innovation, with its market size forecasted to reach $ 2.8 billion by 2025 * * Source:
Slide 15: See What Our Customers Say About Us
15 NASDAQ / TASE : NNDM 15 NASDAQ / TASE : NNDM SEE WHAT OUR CUSTOMERS SAY ABOUT US Adopted by Leading Fortune 500 Companies “We were so impressed with Nano Dimension’s 3 D printers that we quickly moved to make them central to our entire digital infrastructure.” - Bodo Huber, CEO of PHYTEC “Demonst
Slide 16: 2018 Market and Channel Expansion Plans
16 NASDAQ / TASE : NNDM 16 NASDAQ / TASE : NNDM 2018 Market and Channel Expansion Plans Expand global marketing and sales team MARKETING MULTI - CHANNELS Double our global resellers network NNDM CEC, California Intensify trade show and open house activities Build second channel through additive and
Slide 17: We are Expanding Our Global Coverage
17 NASDAQ / TASE : NNDM 17 NASDAQ / TASE : NNDM We are Expanding Our Global Coverage Resellers Customers Headquarters March 2018 Footprint
Slide 18: First 3D Printed Electronics as a Service
18 NASDAQ / TASE : NNDM 18 NASDAQ / TASE : NNDM First 3 D Printed Electronics as a Service We have launched the first digital manufacturing service for on - demand electronics smart products, prototypes and short - run production. Our manufacturing capabilities allow us to produce professional - gra
Slide 19: Experienced Leadership Team
19 NASDAQ / TASE : NNDM 19 NASDAQ / TASE : NNDM Experienced Leadership Team Zeev Bregman Advisory Board Itschak Shrem Co - Chairman of the Board Shlomo Magdassi Advisory Board Avi Reichental Co - Chairman of the Board Ofir Baharav Director Yael Sandler CFO Amit Dror CEO and Co - Founder Simon Fried
Slide 20: The Nano Dimension Difference
20 NASDAQ / TASE : NNDM 20 NASDAQ / TASE : NNDM The Nano Dimension Difference DOMAIN EXPERTISE CHANNEL ACCESS TECHNOLOGY PLATFORM QUALITY EXPERIENCE HARDWARE CONSUMABLES SOFTWARE SERVICES
Slide 21: Bridging the Mechatronics Gap with SolidWorks Add-In
21 NASDAQ / TASE : NNDM 21 NASDAQ / TASE : NNDM Bridging the Mechatronics Gap with SolidWorks Add - In Link to Video: https://www.youtube.com/watch?v=rj4PsbFtuVM • We partnered with Dassault Systemes SOLIDWORKS to deliver a first - of - its - kind add - in for embedded electronics design and printin
Slide 22: Strategic Growth Plan
22 NASDAQ / TASE : NNDM 22 NASDAQ / TASE : NNDM Strategic Growth Plan Current State Monetize commercially available products and services for additive electronics design 01 Horizon 1 Deliver higher speed production grade additive electronics systems and more materials 02 Horizon 2 Deliver hybridized
Slide 23: Growing Opportunities Funnel
23 NASDAQ / TASE : NNDM 23 NASDAQ / TASE : NNDM Growing Opportunities Funnel • Successfully concluded year - long beta program with tier - 1 users • Converted beta users into customers • Launched first commercial product 11/2017, already sold 8 systems • Opened 2 Customer Experience Centers to suppo
Slide 24: Recurring Revenue Model
24 NASDAQ / TASE : NNDM 24 NASDAQ / TASE : NNDM Recurring Revenue Model Razors and blades: As the install base of printers grows, the portion of recurring revenues from consumables increases significantly yr 1 yr 2 yr 3 yr 4 yr 5 Consumable revenues Printer revenues 100 % 100% 100% 100% 100%
Slide 25: Expected Target Operating Model 2018-2020
25 NASDAQ / TASE : NNDM 25 NASDAQ / TASE : NNDM Expected Target Operating Model 2018 - 2020 We expect a revenue CAGR of at least 100% We expect a gross profit margin of 50 % * We expect cash used in operations to decline by approximately 50 % by 2020 *Excluding cost of revenues derived from amortiza
Slide 26: Summary
26 NASDAQ / TASE : NNDM 26 NASDAQ / TASE : NNDM Summary Unmatched product portfolio Innovative business model Significant technology strength Focused growth initiatives Open - ended growth opportunities Experienced management team
Slide 27: Thank You
27 NASDAQ / TASE : NNDM 27 NASDAQ / TASE : NNDM Copyright © 20 ϭϴ Nano Dimension Ltd. Nano Dimension, DragonFly, AgCite and the DragonFly logo are trademarks of Nano Dimension. Printed March 2018 DragonFly™ Follow us: @nanodimensiontech @ 3 Dpcb www.nano - di.com NASDAQ: NNDM THANK YOU