Jenoptik Ag · XETR:JEN
Jenoptik — Investor Day (November 2021)
11 slides from Jenoptik's investor day presentation, Nov 30, 2021
Slide 1: Smart Mobility Solutions
Smart Mobility Solutions Kevin Chevis
Slide 2: Ambition: global full-solution provider in Smart Mobility
In the Smart Mobility market we aim to become a global full-solution provider Ambition We aspire to become a global full-solution 1,200 EUR mn provider in Smart Mobility, equipping and servicing critical infrastructure with an 25% innovative product portfolio while earning at least 50% recurring rev
Slide 3: We offer Smart Mobility Solutions to increase road safety, enable emission control and fairness
We offer Smart Mobility Solutions to increase road safety, enable emission control and fairness of payment for road use Our solutions Our markets Our value proposition We provide photonics-based Smart Mobility Our domestic markets are Germany, United Kingdom, We know market-specific regulatory requi
Slide 4: We have the ambition to significantly grow the business until 2025
We have the ambition to significantly grow the business until 2025 Revenue breakdown 2021-2025e, EUR mn Situation and outlook ~300 We’re a profitable business with a strong background in hardware provision and support Until 2025 we aspire to become a full solution provider in Smart Mobility Solution
Slide 5: We aim to increase our offering along the value chain and grow in service provision
We aim to increase our offering along the value chain and grow in service provision Our value chain Incident Technology Service Provision of roadside equipment Provision of additional services along the along with software, including value chain, including review and payment installation, support an
Slide 6: Innovating with Photonics and Artificial Intelligence, pushing the boundaries
We innovate by leveraging our Photonics and Artificial Intelligence expertise, pushing the boundaries – of what was previously thought impossible Using synthetic data: We now have the capability to create and use synthetic training data to accelerate the development of new number plate formats and s
Slide 7: We accelerate and drive to the future world of autonomous vehicles
We accelerate and drive to the future world of autonomous vehicles V2X development – Vehicle to infrastructure: Collaborated development with TRL (Transport Research Laboratory) on our V2X protocol. Project running for 6 months in UK with first results in relation to communication, integration and t
Slide 8: We plan to further expand in our home markets, as well as Middle East and Africa
We plan to further expand in our home markets, as well as Middle East and Africa Further grow and expand in our domestic as well as new markets in Europe Key objectives for future growth Geographical expansion within our core business; market access to new areas Further develop position in North Val
Slide 9: By strengthening our service business, we increase the share of recurring revenues
By strengthening our service business, we increase the share of recurring revenues Revenue breakdown 2021-2030e by recurrence Key takeaways We already have 44% recurring revenues which increase resilience against economic downturns Ambition to increase share of recurring 40% Non-recurring revenues u
Slide 10: Summary: four key actions to reach revenue ambition in 2025
Summary: we execute four key actions to enter the prioritized markets so that we can reach our revenue ambition in 2025 of ~300 EUR mn Revenue breakdown 2021-2025e, EUR mn Organic growth ~300 ~190 1 Build out value chain and customer relationships, especially in North America Organic and non-organic
Slide 11: Disclaimer
Disclaimer This presentation can contain forward-looking statements that are based on current expectations and certain assumptions of the management of the Jenoptik Group. A variety of known and unknown risks, uncertainties and other factors can cause the actual results, the financial situation, the