Batm Advanced Communications Ltd. · LSE:BVC
Batm Advanced Communications — H1 2025 Earnings Presentation
22 slides from Batm Advanced Communications's earnings presentation, August 2025
Slide 1: Interim Results 2025
Interim Results 2025 August 2025 @BATM 2025 | Confidential
Slide 2: Disclaimer
Disclaimer The information contained in this document has largely been extracted from the announcement of the Company’s interim results for the six months ended 30 June 2025. The information contained in this document has not been independently verified and no representation or warranty, express or
Slide 3: Presentation team
Presentation team Moti Nagar Lior Miles CEO CFO • CEO of BATM since January 2023 • CFO of BATM since June 2025; served as VP Finance 2015-2021 • Served as CFO since 2015 • Prior to BATM, held several senior • Previously at Kenes Group and TASE- listed Abra Information Technologies positions at Deloi
Slide 4: Introduction
01 Introduction Moti Nagar, CEO 4 @BATM 2025 | Confidential
Slide 5: Progress on unlocking value
Progress on unlocking value Strong H1 performance Building an enterprise Exiting non-core activities - In line with management - Strategic actions to become - Enabling management to expectations a focused business operating focus on core activities - Last year’s strategic actions in large, growing m
Slide 6: Becoming a more focused business
Becoming a more focused business Sale of three businesses in H1; continuing to seek further disposals Strategic delivery Key benefits to BATM Sale of three non-core businesses Key element of strategy to exit Significantly reducing costs Celitron – eco-med business in non-core activities and become a
Slide 7: H1 2025 financial highlights
H1 2025 financial highlights* Implementation of strategy driving financial improvements 3% 100bps $27.0m Group revenue growth Group gross margin Cash and short-term improvement investments 1,220bps 15% 223% BATM Cyber BATM Networks BATM Diagnostics Gross margin improvement Reduction in adj. operatin
Slide 8: Financial Review
02 Financial Review Lior Miles, CFO 8 @BATM 2025 | Confidential
Slide 9: H1 2025 results summary
H1 2025 results summary* Solid results in line with management expectations; on track for H2 growth Six months to 30 June 2025 2024 $ million • Revenue growth driven by BATM Networks and BATM Revenue 60.4 58.9 Diagnostics Gross Profit 19.8 18.7 • Gross margin improvement in all core divisions Gross
Slide 10: Gross margin improvement
Gross margin improvement Focusing on higher margin activities 52.6% H1 2025 H1 2024 44.4% 43.4% 40.4% 31.7% 32.7% 30.2% 29.8% 28.9% 27.9% BATM Group BATM Networks BATM Cyber BATM Diagnostics Non-Core Activities 10 @BATM 2025 | Confidential
Slide 11: Cash management
Cash management Cash and financial assets ($m) 31.6 CURRENCY BREAKDOWN 0.3 1.0 0.9 1.9 1.5 27.0 0.8 Euro 2.7 0.3 15.9% USD OTHER 5.2% 40.8% MDL 10.7 % RON 16.2% NIS 10.8% 11 @BATM 2025 | Confidential
Slide 12: Business Update
03 Business Update Moti Nagar, CEO 12 @BATM 2025 | Confidential
Slide 13: BATM Networks
BATM Networks Strong recovery and positioned for substantial FY growth Revenue Business commentary Return to growth following successful reorganisation implemented in 2024 and with expanded sales team $6.6m +11% • Revenue in H1 2025 was 156% higher than H2 2024, driven by 192% increase in Edgility s
Slide 14: BATM Cyber
BATM Cyber Solid performance vs exceptional H1 24; milestone achieved with first commercial units delivered Revenue Business update $5.1m -38% Revenue in line with management expectations; compares with exceptional H1 2024 • H1 2025 revenue increased 6% over normalised H2 2024 Revenue based on: Adj.
Slide 15: BATM Diagnostics
BATM Diagnostics Strategic action delivering results Revenue Business update $20.6m +21% Revenue growth driven by: • Increased sales of proprietary products following successful rollout of new go-to-market strategy to prioritise reagents and expansion of customer base for distributed products Adj. g
Slide 16: Strategy Update
04 Strategy Update Moti Nagar, CEO 16 @BATM 2025 | Confidential
Slide 17: Strengthening core divisions
Strengthening core divisions 01 Enhancing sales & marketing • Expanding sales teams • Leveraging joint initiatives 02 Bolstering capabilities • Seeking M&A opportunities • Pursuing partnerships Enhancing sales & marketing 03 New product initiatives • Developing products to address industry challenge
Slide 18: New product initiatives
New product initiatives Developing innovative solutions to industry challenges 1 Carrier Ethernet 2 Edgility Edgility 3 Open Binox Generative AI Security Quantum-ready SD-WAN Software abstraction is eliminating The Generative AI revolution changes the The emergence of Quantum Computing hardware depe
Slide 19: Connecting and protecting the world
Launch of new brand identity Connecting and protecting the world 19 @BATM 2025 | Confidential
Slide 20: Conclusion
05 Conclusion Moti Nagar, CEO 20 @BATM 2025 | Confidential
Slide 21: Summary & outlook
Summary & outlook • Strong H1 performance – in line with management’s expectations • Sustained strategic execution - including sale of three non-core businesses • Strategic actions taken last year are producing results in core divisions [tbc] • Momentum in core divisions has been sustained into H2 2
Slide 22: Thank You
Thank You 22 @BATM 2025 | Confidential
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