Trajan Group Holdings Ltd · ASX:TRJ
Trajan — Investor Presentation (May 2023)
26 slides from Trajan's investor presentation, May 24, 2023
Slide 1: Trajan Investor Presentation and Investor Roadshow
Global Corporate Headquarters 7 Argent Place, Ringwood Victoria 3134, Australia Tel: +61 (0) 3 9837 4200 www.trajanscimed.com Trajan Group Holdings Limited ACN 152 617 706 ASX RELEASE Trajan Investor Presentation and Investor Roadshow 24 May 2023 – Global analytical science and device company Trajan
Slide 2: Contact and About Trajan
Contact: Investors Media Rebecca Wilson Amy Miller WE Communications WE Communications investorrelations@trajanscimed.com amymi@we-worldwide.com About Trajan Trajan is a global developer and manufacturer of analytical and life sciences products and devices founded to have a positive impact on human
Slide 3: Investor Update
Investor Update Stephen Tomisich CEO and Managing Director May 2023 1 Science that benefits people
Slide 4: Our vision
Respect Integrity Our vision Discipline To enrich personal health through scientific tools and solutions Empowerment Diversity Science that Science thatbenefits people benefits people
Slide 5: Investment proposition
Investment proposition: Trajan is a rapidly scaling global business providing products and services essential for research and industry in the Clinical, Pharmaceutical, Environmental and Food Sectors We are both a manufacturer and product innovator that is embedded into its customers businesses as a
Slide 6: Investment Summary
Investment Summary Trajan is a de-risked, high growth, and globally resilient business already capitalizing on major health drivers • Focus on being best practice: Strategic market position built in precision componentry over 10 years via a combination of targeted complementary acquisitions and inve
Slide 7: Company Overview
Company Overview A business operating at global scale >8000 Products manufactured or sold • Strategy informed by a view that the quality of analytical data is increasingly important • in understanding the factors that impact human health. Our technologies enhance the sensitivity, selectivity, access
Slide 8: Global leadership team
Global leadership team CEO and founder Stephen Tomisich Head of Corporate Chief Financial Chief Scientific Senior VP - Customer Chief Operations Chief Human Chief Corporate Chief Marketing Development Officer Officer Relationships - Officer Resources Officer Systems Officer Officer and General Alist
Slide 9: Established Global Footprint
Established Global Footprint Milton Keynes UK Louisville Sprockhövel Bethel GERMANY US US Torrance Yokohama US Raleigh JAPAN Austin US US Penang MALAYSIA Melbourne AUSTRALIA Manufacturing sites Operational sites Science that benefits people 7
Slide 10: Large and Diverse Product Portfolio
Large and Diverse Product Portfolio It is the physical devices, components, and consumable items that touch or interact with the sample that can have the greatest impact on measurement or result quality. Science that benefits people 8
Slide 11: Essential to analytical science workflow
Essential to analytical science workflow SAMPLE PREPARATION ANALYTICAL SAMPLE COLLECTION DATA ANALYSIS & INTRODUCTION MEASUREMENT Injection Precision devices fluidic systems Microsampling Polymer science Dispensing Minaturisation syringes Pathology Separation science Automation and Analytical Servic
Slide 12: Strategy: Build & Extend Analytical Workflow
Strategy: Build & Extend Analytical Workflow Through both internal developments and M&A we are: • Building • Adding critical mass to existing product areas and striving to be industry best practice in specialised areas that impact data quality and productivity • Extending • Strategically entering ne
Slide 13: Scaling Trajan through Acquisitions
Scaling Trajan through Acquisitions Acquisition characteristics 2011 and 2014: Established a position in the pathology market through Grale Scientific and then expanded capability through HD Scientific. This is the foundation of today’s successful Collaborative process working alongside the patholog
Slide 14: Post IPO Acquisition Program
Post IPO Acquisition Program Integration on track, contribution growing • Revenues of the acquired businesses are tracking to expectations. • Integration of acquired businesses on or ahead of plan. ACQUIRED REVENUE Axel Semrau Leap Pal Parts CRS Neoteryx $31.7M $4.8M H1 contribution to H1 contributi
Slide 15: Analytical science
Analytical science Understanding its role in human health HEALTHCARE PHARMACEUTICALS FOOD SAFETY ENVIRONMENT Critical to diagnostics, monitoring Ensures drug quality, safety, Ensures food safety and In environmental applications treatments, and understanding and efficacy through methods quality thro
Slide 16: Product Spotlight
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Slide 17: Mass Spectrometry
Mass Spectrometry Trajan a leader in HDX-MS • Hydrogen Deuterium Exchange Mass Spectrometry (HDX-MS), which is a powerful technique providing insight into protein dynamics. • Trajan is a global leader in the automation of the HDX-MS technique. • In February 2023, Trajan acquired HDExaminer enabling
Slide 18: Components
Components Precision manufacturing creates high barrier to entry • Our components have several advantages requiring precise manufacturing which is difficult to replicate. Other advantages include: • Precision • GC Injection example, 1 micro litre injection +/- 1% (that’s 10 nanolitres, +/- 0.0000000
Slide 19: Components
Components Market leader with high barrier to entry • Precision • Sub mm accuracy and reproducibility • To our knowledge only Trajan has automated scaled production know- how • Global Collaborative business model • Trajan is the industry collaborator • Leverage brand equity • Scale and globalised pr
Slide 20: Microsampling
Microsampling Key to decentralisation, personalisation, and preventative health • Trajan’s acquisition of Neoteryx in 2021, has accelerated our opportunities and enabled us to take a global leader position • Two products in market: • hemaPEN®: a microsampling tool that enables the collection of four
Slide 21: Collaboration: Impact beyond scale
Collaboration: Impact beyond scale Accelerated technology development and market delivery Science that benefits people 19
Slide 22: AI Tool to Assess Cardiovascular Risk
Ai Tool to Assess Cardiovascular Risk • Trajan and The Baker Heart and Diabetes Institute have been working together since 2019 on an AI tool to assess cardiovascular risk from blood microsamples. • Tool measures hundreds of biomarkers that should allow cardiologists to differentiate patients who re
Slide 23: Innovation and Emerging Opportunities
Innovation and Emerging Opportunities New technologies • Hummingbird™ miniaturised HPLC successful trials in pharmaceutical and environmental applications. • Coupled to a miniature mass spectrometer, Hummingbird™ went into a field test to measure the presence of organic pollutants in water and soil.
Slide 24: Financial Summary
Financial Summary Science that benefits people
Slide 25: Trajan Results Summary
H1FY23 REVENUE Trajan Results Summary BY SEGMENT Analytical products Life Science Solutions Consistent high performance for more than a decade 46% 54% H1 FY23 Revenue: Strong Organic Growth: $80.1M up 83.2% PCP ($43.7M). $7.6M, up by 18.6% on PCP ($40.8M H1 FY23 REVENUE v $48.4M). BY LOCATION Normal
Slide 26: Q&A
Q&A Science that benefits people 24
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