Hansen Technologies Limited · ASX:HSN

Hansen Technologies — Investor Presentation (March 2014)

13 slides from Hansen Technologies's investor presentation, Mar 3, 2014

  1. Slide 1: Hansen Technologies Investor Presentation

    For personal use only Hansen Technologies Investor Presentation 3-5 March 2014

  2. Slide 2: Hansen Overview

    Hansen Overview Introducing Hansen Technologies • Founded in 1971, Listed on the ASX (HSN) in 2000 For personal use only Our team • 400 plus staff worldwide, located in 12 countries with primary offices in Australia, UK, USA, NZ and China • Stable management team • IT staff tenure double industry av

  3. Slide 3: Key investment metrics

    Key investment metrics For personal use only ASX code HSN Ordinary shares on issue 160.6 m Options on issue 5.6 m Share price 27 February 2014 A$1.30 Market capitalisation A$209 m Cash / debt A$14 m / nil debt Enterprise Value A$195 m Dividend FY13 / Yield 6 cents / 5% 3

  4. Slide 4: Half year results

    Half year results  Strong first half performance, with growth over pcp positively impacted by organic growth and acquisitions (ICC and Utilisoft) For personal use only 6mths ending Dec-12 Dec-13 % change A$ million Operating Revenue 26.8 41.2 +54% EBITDA 6.4 11.2 +75% Profit before tax 5.4 9.1 +69%

  5. Slide 5: Half on half comparison

    Half on half comparison  Six months to December 2013 has also shown solid growth over the half year ending June 2013, a period which included a six month contribution from the ICC acquisition and four For personal use only months from Utilisoft 11% 38% 19% 46% A$m 36% 39% 5

  6. Slide 6: Half year 2014

    Half year 2014  Performance positively impacted by For personal use only  Acquisitions of ICC and Utilisoft  Solid organic growth  Lower Aussie dollar compared with pcp  Recent acquisitions successfully integrated  Strong half on half EPS growth 38% 36% 6

  7. Slide 7: Our stable industries

    Our stable industries For personal use only 7

  8. Slide 8: Our core business: Customer Care & Billing

    Our core business: Customer Care & Billing For personal use only 8

  9. Slide 9: Global Market Experience

    Global Market Experience North America Europe Asia / Pacific For personal use only 9

  10. Slide 10: Why are we different?

    Why are we different?  Australian software house For personal use only  software factories in Melbourne, Auckland, Shanghai, San Diego  specialising in proprietary complex Billing software solutions  mission critical software at the heart of customers cash flow  sticky software with lengthy ser

  11. Slide 11: Company growth strategy simplified

    Company growth strategy simplified  Pursue wall-to-wall services for our customers For personal use only  Turn key packaged solution and any other variable specified by the customer  Sell existing suite of products to new customers  HUB, Peace, Utilisoft and Nirvanasoft for Energy/Telco  ICC fo

  12. Slide 12: Adding value through acquisitions

    Adding value through acquisitions  As a mid-cap, Hansen has a successful disciplined For personal use only M&A track record  Peace, NirvanaSoft, ICC, Utilisoft  Hansen targets acquisitions  in and adjacent to its core business  to gain additional market reach  Strong business review and gating

  13. Slide 13: Fiscal 2014 outlook

    Fiscal 2014 outlook  Similar revenue result to first half expected in second For personal use only half  Continue to target an EBITDA margin of 25%+  Solid platform for continued growth  Success of recent acquisitions validates our selection criteria, and execution methodology 13

Hansen Technologies — Investor Presentation (March 2014) on 6ix