Vmoto Limited · ASX:VMT
Vmoto — Shareholder Meeting (May 2023)
19 slides from Vmoto's shareholder meeting presentation, May 30, 2023
Slide 1: Vmoto Presentation May 2023
For personal use only VMOTO PRESENTATION May 2023
Slide 2: Vmoto Overview
Vmoto Overview Vmoto is a a world leading, fully integrated e-mobility solution First mover advantage in a fast growing global EV market provider focused on the design, development, manufacture and For personal use only distribution of high quality electric motorcycles and electric mopeds • Legislat
Slide 3: Vmoto Business
For personal use only Vmoto Business
Slide 4: B2C Vmoto
B2C Vmoto For personal use only • Vmoto’s proprietary brand, targeting international B2C premium markets. • STASH is the first VMOTO model entirely conceived and designed in Europe. The STASH model was styled by Mr Adrian Morton of C-Creative, one of the world’s top designers of motorcycles for MV A
Slide 5: B2C Super Soco
B2C Super Soco For personal use only • Super Soco is a third party brand Vmoto holds exclusive marketing and distribution rights into international B2C markets (excluding China). • B2C products are manufactured under a joint manufacturing agreement at Vmoto’s Nanjing, China facility. • Aims to provi
Slide 6: B2B Vmoto Fleet
B2B Vmoto Fleet For personal use only • Vmoto’s range of electric mopeds has secured a reputation in the international market as one of the best performing electric two-wheel delivery vehicles available. • Vmoto electric two-wheel delivery vehicles are highly adaptable and well suited for long-dista
Slide 7: Vmoto Financial & Operational Performance
Vmoto Financial & Operational For personal use only Performance
Slide 8: Vmoto FY2022 Financial Highlights
VMOTO FY2022 Financial Highlights Revenue Operating Cash flows For personal use only Up 35% on FY2021 Up 146% on FY2021 $116.7 million Strong positive cash flows from operating activities of $9.4 million Net profit after tax Cash Up 27% on FY2021 Up 50% on 31 Dec 2021 $10.2 million Strong cash posit
Slide 9: Vmoto FY2022 Operational Highlights
VMOTO FY2022 Operational Highlights Total units sold New products Up 19% on FY2021 Launched new electric dirt bike products, On- For personal use only 37,181 units R and Off-R to target additional market segments. New product development projects with C Creative and Pininfarina. International units
Slide 10: Revenue Growth
REVENUE GROWTH Revenue increased 35% to $116.7 million in FY2022, due to increased sales orders from B2C and B2B customers For personal use only Revenue growth ($m) 140.0 120.0 100.0 59.1 80.0 60.0 46.8 34.8 40.0 28.8 57.6 20.0 39.4 10.9 26.2 16.9 8.7 - 2018 2019 2020 2021 2022 First half Second hal
Slide 11: Underlying EBITDA and NPAT Results
UNDERLYING EBITDA AND NPAT RESULTS Underlying EBITDA of $12.3 million, up 20% on NPAT of $10.2 million, up 27% on FY2021 FY2021 For personal use only EBITDA ($m) NPAT ($m) 14.0 12.0 12.0 10.0 10.0 8.0 8.0 6.0 10.2 6.0 12.3 4.0 8.0 10.2 4.0 2.0 3.7 5.9 2.0 -0.9 1.4 3.0 - 2018 2019 2020 2021 2022 - 0.
Slide 12: Electric Motorcycle/Moped Sales Units
ELECTRIC MOTORCYCLE/MOPED SALES UNITS Total sales of 37,181 units of electric motorcycles/mopeds, delivered for FY2022, up 19% on FY21 For personal use only Sale units growth 40,000 35,000 30,000 19,580 25,000 17,552 20,000 13,037 15,000 13,035 10,000 5,854 17,601 13,723 5,000 10,510 6,936 5,021 - 2
Slide 13: New Vmoto Dirt Bike Products
NEW VMOTO DIRT BIKE PRODUCTS For personal use only • The Vmoto dirt bikes are the Company's latest electric two- wheel vehicle products, offering both on road ("On-R") and off road ("Off-R") versions specifically designed to target B2C consumer groups. • Launched in 2022 EICMA held in Milan, Italy i
Slide 14: New Project Pininfarina
New Project Pininfarina NEW PROJECT PININFARINA For personal use only Together Pininfarina and Vmoto launched the new concept "Air Performance Design", meaning that the Company’s future electric motorcycles will be designed and developed taking "Air Performance" into consideration. Air performance h
Slide 15: Strategic Technology and Investment Agreement with Charged Asia
STRATEGIC TECHNOLOGY AND INVESTMENT AGREMENT WITH CHARGED ASIA For personal use only • Entered into a strategic technology and investment agreement with Charged Asia Pte Ltd ("Charged Asia"), which owns 100% of PT Industri Charged Mobilitas and PT Charged Tech Indonesia ("Charged Indonesia"), a scal
Slide 16: New Sponsorship Agreement with Ducati Corse Racing
NEW SPONSORSHIP AGREEMENT WITH DUCATI CORSE RACING For personal use only • Signed new sponsorship agreement with Ducati Corse racing, a division of Ducati Motor Holding S.p.A. (Ducati), as the official supplier of electric scooters for Team Ducati Corse in the MotoGP World Championship (MotoGP) and
Slide 17: Vmoto FY2023 Outlook
For personal use only Vmoto FY2023 OUTLOOK
Slide 18: Vmoto FY2023 Outlook
VMOTO FY2023 OUTLOOK Increasingly volatile economic Target to expand into diverse markets For personal use only environment including rising interest including Asia and South America rates and higher cost-of-living pressures markets, and also to expand and pursue expected to affect consumer spending
Slide 19: Thank You
For personal use only THANK YOU Vmoto Limited Vmoto Europe B.V. Level 48, 152 – 158 St Georges Terrace, Boekweitstraat 95-97 Perth, Western Australia 6000, Australia 2153 GK Nieuw Vennep The Netherlands ABN: 36 098 455 460 ASX: VMT Vmoto Soco Italy Phone: +61 8 6113 9160 Viale Fratelli Casiraghi, 42