Novatti Group Ltd. · ASX:NOV
Novatti — Shareholder Meeting (November 2023)
11 slides from Novatti's shareholder meeting presentation, Nov 28, 2023
Slide 1: Novatti Group Limited AGM Presentation
For personal use only Novatti Group Limited (ASX:NOV ) AGM Presentation 28 November 2023
Slide 2: Disclaimer
The material contained in this document is a presentation of For personal use only general information about Novatti Group Limited’s activities, current as at the date of this presentation on 28 November 2023. It is provided in summary and does not purport to be complete. You should not rely upon it
Slide 3: Our Mission
For personal use only Novatti enables businesses to pay and be paid from any device, anywhere. Our Mission From corner stores and start-ups to global organisations, our solutions will unlock your ambitions.
Slide 4: FY23 - Key numbers
FY23 - Key numbers For personal use only +$39m Revenue and Margin 60% FY23 Group Revenue 50 50% 20% 40 40% FY23 Revenue Growth Rate AUD million 30 30% -$14.5m 20 20% FY23 Underlying EBITDA* 10 10% $14.7m - 0% Cash at end of Q1 FY24 FY21 FY22 FY23 Revenue Gross Margin % All figures throughout this pr
Slide 5: FY24 - Landscape
FY24 - Landscape Deep and inter-connected ecosystem Payments AU/NZ growth engine For personal use only Assets, regulatory coverage and relationships hard to replicate Continue to see strong demand for Novatti’s services in the core AU/NZ payments market Technology Payments AU/NZ – Revenue Growth Dig
Slide 6: FY24 - New leadership
FY24 - New leadership For personal use only Mark Healy Dharsh Mendez Peter Pawlowitsch Peter Cook CEO CFO Non-Executive Chair Executive Director Experienced global payments Strategically and Experienced Board Chairman Experienced technology and software executive with commercially focused leader wit
Slide 7: FY24 – Simplify and focus
FY24 – Simplify and focus Pivot underway from a diversified portfolio of independent businesses into a streamlined For personal use only Payment Solutions company Simplify Market and Lift Financial the Business Customer-Led Performance
Slide 8: Simplify the business
Simplify the business Group Revenue Actions completed post July 10.8 For personal use only 11.0 10.5 Business portfolio re-organised 10.5 10.2 10.0 AUD million Internal restructure - new talent into key roles 9.3 9.5 Streamlined sales process and access to multiple products 9.0 8.9 Established 3 yea
Slide 9: Strategic review initiated
Strategic review initiated Overview For personal use only Review underway of all business areas against strategic and financial goals Opportunities for portfolio optimisation and divestment Divestment of Reckon Shares $10.5m $4 m+ Corporate bond Future interest 19.9% stake divested repaid payment sa
Slide 10: Market and customer led
Market and customer led Growth and margin expansion driven by: For personal use only Aggregated V ertical Deeper Digital multiple market/segment experiential transition/ products specialisation demands transformation Example B2C Retailer Online and in store specialist retailer with multiple points o
Slide 11: The path forward
The path forward Simplify and focus For personal use only o Complete strategic review o Streamline the portfolio, solidifying around payments o Uplift in marketing from awareness to advocacy o Integrated sales with a focus on cross selling o Integration and inter-operability of products & platforms