Dxn Ltd. · ASX:DXN
Dxn — Shareholder Meeting (November 2022)
23 slides from Dxn's shareholder meeting presentation, Nov 28, 2022
Slide 1: AGM Presentation
For personal use only AGM PRESENTATION 28 November 2022 DXN Limited (ASX: DXN) This document has been approved by the board of DXN Limited
Slide 2: CEO Address
For personal use only CEO ADDRESS Ms. Shalini Lagrutta
Slide 3: DXN Limited Business
DXN Limited DXN Limited (DXN) owns, operates, designs and manufactures purpose-built data centres that bring critical communication infrastructure closer to where users need it. At DXN we believe in challenging the status quo as to how traditional modern Business data centres enable the edge. For pe
Slide 4: Business Streams: DXN Modules
BUSINESS STREAMS HIGHLIGHTS OF DXN MODULES DXN Modules Every solution is custom designed for specific customer requirements. Our data centre modules are turnkey prefabricated solutions that are scalable, purpose built and For personal use only can be rapidly deployed globally. DXN Modules can be u
Slide 5: Business Streams: DXN Modules Continued
BUSINESS STREAMS: DXN MODULES CONTINUED For personal use only Cable Landing Hyperscale and Edge Telco and Government Mining Micro DC Stations • 1-10MW Deployment • Edge Deployment • Prefabricated • Purpose Built • Plug and play, fully • 200-2000 Racks • 20kW to 1MW specifically for the • High Qualit
Slide 6: Business Streams: DXN Data Centre Facilities
BUSINESS STREAMS DXN Data Centre Facilities DXN Colocation and Cloud DXN-TAS01 The DXN Data Centre network currently sits at three facilities in Australia For personal use only and are highly connected to other providers. DXN offers a range of co- location and Cloud Space Capacity for Production or
Slide 7: Executive Summary
Executive Summary Three years of strong sales progress For personal use only Financial DXN Customer Revenue Revenue growth from $1.4m in FY19 to $16m in FY22 $14,000,000 o Underpinned by strong Data Centre Manufacturing sales o Increased Data Centre Operations revenue $12,000,000 Data Centre Manufac
Slide 8: FY22 Key Highlights
FY22 Key Highlights Key Projects Delivered DXN completed delivery of the following modular data centre projects in FY22: For personal use only Edge module Cable Landing Station Palau Cable Landing Station Centre of National Resilience (Perth) Second and third edge Edge module - main data centre and
Slide 9: FY22 Key Highlights Continued: Breakthrough Key Customers
FY22 KEY HIGHLIGHTS CONTINUED For personal use only Breakthrough Key Customers In Q2 FY23, DXN received the following design orders: (DCE) Modular data centre design order increase of revenue from previous year Growth of Revenue in FY22 New Products DXN in FY22 recorded it’s best year to During FY22
Slide 10: FY22 Key Highlights Continued
FY22 KEY HIGHLIGHTS CONTINUED For personal use only DXN launched its Cloud product in partnership with OrionVM, an Further in Q2 FY23, DXN Perth Australian based cloud solution provider in SYD01. Following this, DXN team achieved their ISO has also received new data centre orders for rack and cloud
Slide 11: Looking Forward
Looking Forward Corporate activity in FY23 Strategic Shift For personal use only • On 31 October 2022, DXN announced August 2022 DXN received an approach by Flow Digital for the purchase of to the market that it is considering all its businesses (data centre manufacturing and data centre operations)
Slide 12: DXN and Flow Partnership
Reach: DXN access to the APAC data centre market opens up DXN Resourcing: DXN and Flow can divide and conquer For personal use only and Flow Focus: DXN focuses on what it does best, innovation and build while leveraging Flow’s reach. Partnership Innovation in Go to Market Strategies: Edge-as-a-Servi
Slide 13: Flow Digital Infrastructure
Flow Digital Infrastructure For personal use only Investor, developer and operator of digital infrastructure in Asia Pacific • Asia-Pacific digital infrastructure platform targeting mature and emerging markets in ASEAN, India and China • Acquisition, development, operation, and repositioning of phys
Slide 14: The Future of Digital Infrastructure
The Future of Digital Infrastructure For personal use only Customers will require infrastructure flexible enough to rapidly deploy any workload, anytime and anywhere. To meet this need, we need smaller data centres that are: 14
Slide 15: Edge Data Centres in APAC
Edge Data Centres in APAC For personal use only APAC Edge DC Private Equity First to Market market is Investment in the non-homogenous Region Edge DC’s in APAC Business Model The metamorphosis 1. On-prem onsite DCs 1. White-space as a service of the humble Cable 2. Standardised modular data Landing
Slide 16: Digital Infrastructure Ecosystem
Digital Infrastructure Ecosystem For personal use only 16
Slide 17: APAC Edge Adoption
For personal use only “APAC” Edge Adoption It is forecasted that 37% of the global Infrastructure Edge footprint will be in Asia Pacific. SOURCE: State of the Edge 2021: A Market and Ecosystem Report for Edge Computing 17
Slide 18: Thank You
For personal use only THANK YOU 18
Slide 19: Appendix
For personal use only APPENDIX 19
Slide 20: DXN - Current Deployment Locations
DXN - Current Deployment Locations For personal use only Key Existing DXN Data Centre Facilities 1 Sydney 2 Tasmania 3 Northern Territory 4 Perth DXN Modules 4 AGIG 15 Venues West 5 Teletok 16 AHG 6 SpeedCast 17 SubCo 13 7 Telcom Niue 18 Boeing 23 24 23 Avaroa Cable 8 19 Covalent Lithium 22 Limited
Slide 21: DXN Modules Customers and Market Segment
DXN Modules Customers and Market Segment For personal use only Mining Energy Gas Cable Landing Station Defence Telecommunications Government Edge DC Commercial in Confidence 21
Slide 22: Disclaimer
Disclaimer For personal use only This presentation has been prepared by DXN Limited (ACN 620 888 548) (DXN or Company). NOT AN OFFER This presentation is for information purposes only. This presentation does not comprise a prospectus, product disclosure statement or other offering document under Aus
Slide 23: Forward Looking Statements
FORWARD LOOKING STATEMENTS Certain statements contained in this presentation, including information as to the future financial or operating performance of the Company and its assets, are forward looking statements. Such forward looking statements: For personal use only (a) are necessarily based upon