Ava Risk Group Ltd. · ASX:AVA
Ava Risk — Investor Presentation (October 2024)
16 slides from Ava Risk's investor presentation, Oct 31, 2024
Slide 1: Global leader in smart security and sensing technologies
For personal use only Global leader in smart security and sensing technologies INVESTOR PRESENTATION 31 OCTOBER 2024
Slide 2: Compelling case for investment
COMPELLING CASE FOR INVESTMENT Leading technology with scalable model and organisational capability to support growth plans TRACK RECORD OF GROWTH AND RESULTS STRONG COMPETITIVE ADVANTAGES For personal use only • Q1 FY25 sales order intake up 16% • Defensible competitive position and investments • H
Slide 3: FY2025 Operations and Outlook
For personal use only FY2025 OPERATIONS AND OUTLOOK
Slide 4: Global leader in risk management technologies
GLOBAL LEADER IN RISK MANAGEMENT TECHNOLOGIES Protecting high value assets and critical infrastructure globally DETECT ILLUMINATE ACCESS For personal use only Fibre optic intrusion Security and intruder High security access detection systems detection equipment control technology • Access control re
Slide 5: Sensing beyond security
SENSING BEYOND SECURITY Building on success in existing deployments in multiple infrastructure types For personal use only USE OF SOLUTIONS FOR SENSING APPLICATIONS Example of solutions at a correctional facility • Identifying and responding to a threat at the perimeter, or within a facility. • Mana
Slide 6: Go to market and revenue model
GO TO MARKET AND REVENUE MODEL PROVEN GO-TO-MARKET STRATEGIES WITH GLOBAL REACH For personal use only Products: DETECT ACCESS ILLUMINATE Project based revenue in Detect supporting system integrator solutions to end users. Key distributor relationships driving product sales in the Access and Illumina
Slide 7: Strong sales pipeline to drive growth in FY25 and beyond
STRONG SALES PIPELINE TO DRIVE GROWTH IN FY25 AND BEYOND Building on our market verticals and geographies with sophisticated global partners Detect Sales Opportunity Pipeline (A$m) Proven technology For personal use only • Aura Ai-X • Cobalt YD30 series development High Probability 8.2 • LoRa Connec
Slide 8: High quality partner and end user base
HIGH QUALITY PARTNER AND END USER BASE Strong network of OEM and distributor relationships worldwide For personal use only 8
Slide 9: Case study: Telstra opportunities
CASE STUDY: TELSTRA OPPORTUNITIES Opportunities: For personal use only • Protection of data cabling via surface and subsea sensing • Intrusion events on major communication Towers • Access to critical assets • Pit lid intrusion / lifting, cable tampering, digging Protection of communication pits T
Slide 10: Market vertical: Global borders
MARKET VERTICAL : GLOBAL BORDERS For personal use only Ava Risk Group successfully completed installation and support for highly critical European borders • Monitoring of a 200km+ Border perimeter fence, buried with extremely challenging environmental conditions • New Aura Ai-X reduced alarms substa
Slide 11: Market vertical: Transport infrastructure - Metro
MARKET VERTICAL: TRANSPORT INFRASTRUCTURE - METRO For personal use only • Major new adjacency for Ava Group – Metro 7-8m+ in FY25 • Sydney: • Sydney Metro – City & Southwest line 3m+, installing • Sydney Metro – fallen object project – submitted 1m+ • Sydney Metro – West - bid 1.5m+ submitted • Sydn
Slide 12: Market vertical: Transport infrastructure - Airports
MARKET VERTICAL: TRANSPORT INFRASTRUCTURE - AIRPORTS For personal use only • Major new adjacency for Ava Group – Airports perimeters FY26 – 5m plus. Driven by activism and civil disobedience. • Australia: • Melbourne – March 2025 project kick off • Adelaide – FY26 • Brisbane, Gold Coast, Darwin part
Slide 13: Market vertical: Mining, oil and gas
MARKET VERTICAL : MINING, OIL AND GAS For personal use only Ava Risk Group has recently successfully won major upgrades to Oil and Gas facilities worldwide. These include new and upgrade installations with Aura Ai-X. • Australia – Woodside, Santos, Exxon, Various. Value YTD >1.5m, pipeline >3m plus
Slide 14: Clear path to deliver on growth plans in the mid-term
CLEAR PATH TO DELIVER ON GROWTH PLANS IN THE MID-TERM For personal use only • Revenue growth driven by pipeline conversion in FY24 Actual FY25 FY26 Detect and expansion in adjacent markets. $m H1 H2 Total Low High Low High • Leverage the existing drivers of growth across all Core Revenue 37.7 45.2 4
Slide 15: Q1 FY25 sales order intake and H1 revenue outlook
Q1 FY25 SALES ORDER INTAKE AND H1 REVENUE OUTLOOK For personal use only Sales Orders Received (A$m) • Total sales order intake of $8.9m in Q1 • Growth in both Detect and Illuminate 12.0 segments compared to same period in the prior year. 10.0 • Access recorded its strongest quarter since receiving i
Slide 16: Forward looking statements
FORWARD LOOKING STATEMENTS For personal use only This presentation is given on behalf of Ava Risk Group Limited (AVA) Information in this presentation is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in AVA. Certa
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