X2m Connect Limited · ASX:X2M
X2m Connect — Investor Presentation (November 2021)
15 slides from X2m Connect's investor presentation, Nov 22, 2021
Slide 1: Investor Presentation
For personal use only Investor Presentation 22 November 2021
Slide 2: Disclaimer
Disclaimer This Presentation (“Presentation”) has been prepared by X2M Connect Limited (Company). You Investment risk For personal use only must read and accept the conditions in this notice before considering the information set out in or referred to in this Presentation. If you do not agree, accep
Slide 3: Key Messages/Highlights
Key Messages/Highlights For personal use only X2M’s South Korea subsidiary wins tender to deploy its Contracted revenue for 2021 momentum technology to 20,278 households FY22 is already at $7.8m - continues to build on the in the city of Jeonju through the Total revenue for FY21 was back of a strong
Slide 4: The Jeonju City Tender
The Jeonju City Tender What we have secured – the details For personal use only • This is a contract between X2M’s South Korea subsidiary and the Korea Water Resources Corporation (K Water) Jeonju Branch further cementing our relationship with the Korean government owned water authority • The contra
Slide 5: Jeonju builds on an impressive start to the 2022 FY
Jeonju builds on an impressive start to the 2022 FY For personal use only Secured orders in every market – existing customers have given repeat orders and pipeline customers have been converted during Q1 Repeat orders from existing customers increase penetration Total addressable market Penetration
Slide 6: Q1 KPI's reflect a strong performance
Q1 KPI’s reflect a strong performance X2M is experiencing strong growth in revenues, connected devices, enterprise For personal use only and government customers and annualised subscription revenues Connected devices increases by 24% Enterprise and government 75% Q1 year on year revenue growth in th
Slide 7: X2M in the field – what we do
For personal use only X2M in the field – what we do
Slide 8: Doing more of what we know – tried, tested and proven
Doing more of what we know – tried, tested and proven For personal use only Now servicing 19 municipalities for water monitoring in South Korea • Continuing to convert the pipeline of municipalities in South Korea Driving new customers and repeat orders from existing customers through providing them
Slide 9: Energy management – the path to net zero emissions
Energy management – the path to net zero emissions For personal use only AC power X2M’s solution optimises energy generation, Communications storage and usage X2M platform products DC and AC electric vehicle chargers IoT Platform • Connects devices • Enables remote monitoring and control Solar cells
Slide 10: Strategy
For personal use only Strategy
Slide 11: Continued focus on the Asia Pacific utility market
Continued focus on the Asia Pacific utility market For personal use only APAC utility market typically uses ageing analogue infrastructure in an environment of increasing population and demand for services. Market Overview • Utilities and governments in the APAC region are migrating to sophisticated
Slide 12: Core Pillars of the X2M Strategy
5 Core Pillars of the X2M Strategy For personal use only Consolidate Expand into Continue Expand into Manage strong compatible development new margin and position in verticals in of SaaS geographies cash burn existing existing business markets markets • China - POC’s • Strong focus on • Replicate mo
Slide 13: Capitalise on key market differentiators
Capitalise on key market differentiators For personal use only • Leading edge patented platform – making dumb devices smart, distributed intelligence autonomously monitors and controls devices, IoT platform provides visibility, control, aggregation, predictive and pre-emptive device management • Man
Slide 14: Summary
Summary X2M is a technology disrupter changing the game for utilities in APAC and For personal use only achieving good growth Growth story continues post Q1 – $7.8m Jeonju is a significant tender win with a already contracted for FY22 against a large addressable market FY 21 full year result of $5.7
Slide 15: Shareholder Enquiries
Shareholder Enquiries For personal use only X2M CONNECT Automic Pty Ltd hello@automic.com.au GET IN +61 (2) 9698 5414 TOUCH Media and Investor Enquiries Julia Maguire julia@thecapitalnetwork.com.au +61 (2) 8999 3699 Chief Executive Officer Mohan Jesudason, CEO investor.relations@x2mconnect.com 1 800