Orbital Corporation Ltd · ASX:OEC
Orbital — Investor Presentation (July 2015)
33 slides from Orbital's investor presentation, Jul 22, 2015
Slide 1: Corporate Presentation July 22, 2015
For personal use only Corporate Presentation July 22, 2015
Slide 2: Orbital is an innovative industrial technology company
For personal use only ORBITAL is an innovative industrial technology company. ORBITAL invents and builds smart technology that delivers improved performance outcomes for our clients in the mining & industrial, aerospace and consumer sectors. ORBITAL operates on a global scale and is headquartered in
Slide 3: Aerospace, Mining & Industrial, Consumer
For personal use only AEROSPACE MINING & CONSUMER INDUSTRIAL
Slide 4: Aerospace
For personal use only AEROSPACE
Slide 5: Orbital UAVe Business Overview
AEROSPACE ORBITAL UAVe BUSINESS OVERVIEW For personal use only • ORBITAL’s 35 year history of innovation in engine development technology is now focused within ORBITAL UAVe to design, develop, and construct the world’s best leading edge engines and propulsion systems for Unmanned Aerial Vehicles (“U
Slide 6: The World's Best Heavy Fuel UAV Engine
AEROSPACE THE WORLD’S BEST HEAVY FUEL UAV ENGINE For personal use only Equipped with ORBITAL’s FlexDI™ Specialised muffler minimises fuel and combustion system. noise and temperature profiles. Proven cold Best power to weight to temperature capability. Heavy Fuel application. Developed for smooth, l
Slide 7: Unique Selling Points
AEROSPACE UNIQUE SELLING POINTS For personal use only ORBITAL UAVe Propulsion System: • Improves aircraft range. • Improves reliability. • Improves durability. • Operates on all fuel types. 7
Slide 8: Global Market Opportunity
AEROSPACE GLOBAL MARKET OPPORTUNITY For personal use only • Global Small UAV System production market projected to reach US$1.0bn by 2016. Global UAV Projected Global UAV Projected Production Production Market Market for Small and Medium UAV $6,000 $3,500 $5,000 $3,000 Market Value (US$ millions) Ma
Slide 9: Key Customers
AEROSPACE KEY CUSTOMERS For personal use only 9
Slide 10: Insitu, a Boeing subsidiary, chose Orbital as preferred supplier for ScanEagle
AEROSPACE INSITU, A SUBSIDIARY OF BOEING, HAVE CHOSEN ORBITAL AS THE PREFERRED SUPPLIER FOR THE For personal use only SCANEAGLE UAV PROGRAM “Insitu is proud to partner with ORBITAL to bring our customers increased mission reliability and capability with more affordable life cycle costs. ORBITAL is t
Slide 11: Massive Growth Potential
AEROSPACE MASSIVE GROWTH POTENTIAL For personal use only • ORBITAL UAVe is poised to graduate from global leadership in the design and development of UAV engines to become a significant global manufacturer of UAV engines and propulsion systems. • A commitment to commercial production will require la
Slide 12: Mining & Industrial
For personal use only MINING & INDUSTRIAL
Slide 13: REMSAFE Business Overview
MINING & INDUSTRIAL REMSAFE BUSINESS OVERVIEW For personal use only REMSAFE is a patented, automated remote isolation system that enables plant operators to safely and promptly isolate fixed equipment from its energy source. The manual process of isolation is avoided completely as the REMSAFE re
Slide 14: The Product
MINING & INDUSTRIAL THE PRODUCT For personal use only • The patented REMSAFE product is a system collectively made up of a number of individual components. Each installation requires a “Master Control Station” and at least one “Field Isolation Station”. Master Control Station Field Isolation Station
Slide 15: Unique Selling Point
MINING & INDUSTRIAL UNIQUE SELLING POINT For personal use only One isolation switch. Two buttons. Three minutes to complete a verified, safe, full current isolation to unlock the production potential at your fixed plant operations. 15
Slide 16: Key Customers
MINING & INDUSTRIAL KEY CUSTOMERS For personal use only REMSAFE has been implemented in leading Australian mining operations. 16
Slide 17: Global Market Opportunity
MINING & INDUSTRIAL GLOBAL MARKET OPPORTUNITY For personal use only REMSAFE is targeted at high-volume fixed material handling plants in a wide range of industries across the globe. 17
Slide 18: Process Explained
MINING & INDUSTRIAL PROCESS EXPLAINED For personal use only • A typical manual isolation event* of a conveyor system can take more than 90 minutes. • The REMSAFE remote isolation system can complete the same task in less than 6 minutes. • As the REMSAFE system completes the isolation remotely, it is
Slide 19: Endorsement
MINING & INDUSTRIAL ENDORSEMENT For personal use only Key Quotes “REMSAFE will reduce the isolation time significantly from 1½ hours to 3 minutes. This will not only save the business time, but also significant money each time the belt is isolated.” Mining Manager 19
Slide 20: Saving Lives
MINING & INDUSTRIAL SAVING LIVES For personal use only • REMSAFE automates a hazardous manual process potentially saving lives. • Exposure to arc flash is completely eliminated with REMSAFE. Source: REMSAFE 20
Slide 21: Massive Growth Potential
MINING & INDUSTRIAL MASSIVE GROWTH POTENTIAL For personal use only • REMSAFE is increasingly relevant for clients in a declining commodity price environment. • Investment break-even point with REMSAFE can be reached within a few days. • While currently proving successful with bulk commodity producer
Slide 22: Orbital Growth Strategy for REMSAFE
MINING & INDUSTRIAL ORBITAL GROWTH STRATEGY FOR REMSAFE For personal use only • ORBITAL continues to invest in the development of an expanded business plan for REMSAFE with confidence built on extraordinary customer interest and successful exploration of potential for expansion into new industries a
Slide 23: Consumer
For personal use only CONSUMER
Slide 24: Synerject Business Overview
CONSUMER SYNERJECT BUSINESS OVERVIEW For personal use only • SYNERJECT, ORBITAL’s 30:70 partnership with Continental AG, is the world largest independent supplier of engine management systems and fuel system to the non- automotive market. • SYNERJECT manufactures and supplies innovative patent prote
Slide 25: Key Customers
CONSUMER KEY CUSTOMERS For personal use only • SYNERJECT provides applications for a range of leading high performance motorcycles, recreational vehicles and scooters. 25
Slide 26: Synerject Value
CONSUMER SYNERJECT VALUE For personal use only • ORBITAL’s investment in SYNERJECT represents the successful commercialisation of Orbital generated technology. • Previous equity transactions imply a value for ORBITAL’s remaining 30% stake of US$15m. • SYNERJECT has generated stable revenue and profi
Slide 27: Accelerator
For personal use only AZ ACCELERATOR
Slide 28: Orbital Accelerator
ORBITAL ACCELERATOR For personal use only • ORBITAL’s core engineering expertise becomes the “Orbital Accelerator”. • The task for the ORBITAL Accelerator is to identify, innovate and develop new high value add products. • The “filter” for products and developments is defined by a stringent process
Slide 29: Orbital is an innovative industrial technology company
For personal use only ORBITAL is an innovative industrial technology company: 1. Investing in high growth businesses. 2. Diversified across unique product offerings. 3. Exposed to global markets. 4. On a pathway to rapid commercialisation. 5. Attracting new opportunities to accelerate. 29
Slide 30: Share Price History
SHARE PRICE HISTORY For personal use only $0.70 SHARE PRICE (A$) $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul FINANCIAL YEAR 2015 Source: https://au.finance.yahoo.com/q/hp?s=OEC.AX. 30
Slide 31: Corporate Overview
CORPORATE OVERVIEW For personal use only Capital Structure As at 31 May 2015 Directors / Senior Management ASX Code OEC John Welborn Chairman, Independent Non-Executive Director Ordinary Shares on issue 49.0m Terry Stinson Managing Director & Chief Executive Officer John Poynton AM Non-Executive Dir
Slide 32: Cautionary Statement
CAUTIONARY STATEMENT For personal use only This presentation includes statements looking-forward that involve risks and uncertainties. These statements are based upon management's expectations and beliefs concerning future events. Forward-looking statements are necessarily subject to risks, uncertai
Slide 33: Contact Orbital
For personal use only Contact Orbital, or visit the website for further information www.orbital.com.au Orbital Corporation (ASX: OEC) 4 Whipple Street Balcatta, Western Australia, 6021 Managing Director: Terry Stinson Telephone: +61 (8) 9441 2311