X2m Connect Limited · ASX:X2M
X2m Connect — Investor Presentation (October 2021)
17 slides from X2m Connect's investor presentation, Oct 27, 2021
Slide 1: Q1 Investor Presentation
Q1 Investor Presentation 27 October 2021
Slide 2: Disclaimer
Disclaimer This Presentation (“Presentation”) has been prepared by X2M Connect Limited (Company). You 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, accept or understand the terms on which thi
Slide 3: Key Messages/Highlights
Key Messages/Highlights 2021 momentum continues into first quarter FY22 with 75% revenue growth on pcp at an average margin of 20%. Margins are expected to improve over time as subscription revenues grow as a proportion of total revenue Q1 revenues plus contracted revenue is already at $5.2m - T
Slide 4: Business Development
Business Development
Slide 5: Q1 Highlights
Q1 Highlights X2M is experiencing strong growth in revenues, connected devices, enterprise and government customers and annualised subscription revenues 75% Q1 year on year revenue growth Connected devices increases by 24% in the quarter to reach 152,203 with 101% Q1 year on year growth Enterp
Slide 6: Contract wins include repeat orders and new customers
Contract wins include repeat orders and new customers 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 Penetration Customer Order number Total addressable marke
Slide 7: X2M in the field
X2M in the field
Slide 8: Doing more of what we know – tried, tested and proven
Doing more of what we know – tried, tested and proven Now servicing 18 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 with improved: se
Slide 9: Energy management – the path to net zero emissions
Energy management – the path to net zero emissions X2M’s solution optimises energy generation, storage and usage Connects devices DC and AC electric vehicle chargers IoT Enables remote monitoring and Platform control of end devices Internet Solar cells and inverter Customer dashboard with real
Slide 10: Outlook
Outlook
Slide 11: Momentum continues in Q2
Momentum continues in Q2 Tender wins in South Korea continue the momentum IoT adoption and the overall utility vertical expected to experience continued growth X2M well positioned to capitalise on this In October, X2M secured two tender wins in South Korea valued at $1.49m X2M business strat
Slide 12: Strategy
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Slide 13: Continued focus on the Asia Pacific utility market
Continued focus on the Asia Pacific utility market APAC utility market typically uses ageing analogue infrastructure in an environment of increasing population and demand for services. X2M currently being well rewarded Market Overview Utilities and governments in the APAC region are migrating to s
Slide 14: 5 Core Pillars of the X2M Strategy
5 Core Pillars of the X2M Strategy Consolidate Expand into Continue Expand into Manage strong position compatible development new margin and in existing verticals in of SaaS geographies cash burn markets existing business markets Korea – continue Remote battery Replicate model China - POC’s
Slide 15: Capitalise on key market differentiators
Capitalise on key market differentiators 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 Many devices, radios, network
Slide 16: Summary
Summary X2M is a technology disrupter changing the game for utilities in APAC and achieving good growth Already contracted $5.2m revenue – achieved in the first four months of FY22 Strong growth – 75% revenue and 101% connected device growth on pcp Growth strategy – business strategy is focuse
Slide 17: GET IN TOUCH
X2M CONNECT GET IN TOUCH Shareholder Enquiries Media and Investor Relations Automic Pty Ltd Mohan Jesudason, CEO Email: hello@automic.com.au Email: investor.relations@x2mconnect.com +61 (2) 9698 5414 1 800 926 926 (1 800 X2M X2M)