Slide 1: ASX Announcement: Investor Webinar Presentation
ASX Announcement 29 April 2025 Investor Webinar Presentation Elsight Limited (ASX: ELS) (‘Elsight Ltd’, ‘Elsight’ or ‘the Company’) is pleased to invite the public to the 2025 first quarter results webinar scheduled for today (Tuesday), April 29, 2025, at 5:00 pm. The Company considers this webinar
Slide 2: Elsight Investor Presentation Q1 2025
For personal use only Elsight Limited (ASX:ELS) Investor Presentation Q1 2025 Unlocking the Future of Uncrewed Connectivity April 2025 - Yoav Amitai, CEO
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Elsight Limited. (“Elsight” or the “Company”) The information presented in this presentation is subject to change without notice based on information available to it as at the date of this presentation. The and Elsight does not have any responsibilit
Slide 4: 1Q25 Highlights
1Q25 Highlights › Record Q1 2025 revenue of USD $1.020M For personal use only (A$1.6M) (+64% YoY) › Diverse revenue source coming from 70 customers (out of more than 100) across commercial and defence markets › Positioned at the inflection point of the massive uptake in uncrewed systems. › Following
Slide 5: Elsight at a Glance
Elsight at a Glance › Pioneer in carrier-agnostic, high-reliability wireless For personal use only connectivity for unmanned systems. › Flagship product: Halo › Growing global footprint: Europe, US, Asia › To date Elsight has accumulated: › Thousands of units deployed in the field › Over 340,000 fli
Slide 6: Q1 2025 Breakout Performance
Q1 2025 Breakout Performance The single first quarter’s Those Results are prior For personal use only +113% growth Broad diversity revenue revenue has already surpassed to the $4.28M contract vs. Q4 2024 sources 50% of the 2024 annual total. recently announced Unaudited annual revenue (in USD) YOY,
Slide 7: New Momentum Accelerators
New Momentum Accelerators Syncing with Government Investment trends › Global defence For personal use only spending surges › Focus on uncrewed systems modernization › Examples: US, Germany, Sweden, South Korea, Australia
Slide 8: The Challenge
THE CHALLENGE Uncrewed systems demand Unhindered freedom of maneuver anywhere, For personal use only anytime, without loss of communication. Many factors cause communication interruptions › Spectrum interferences › Loss of the line of sight › Deliberate jamming of the utilized spectrum › Coverage li
Slide 9: The Solution
THE SOLUTION Elsight offers advanced communication capabilities that enable the dispersion of data over For personal use only all the available wireless spectrum concurrently. The approach is to utilize the widespread available commercial and military spectrum, including the public and/or private LT
Slide 10: The Impact
THE IMPACT With the Strategic Tailwinds For personal use only › Booming global demand for unmanned platforms › Market shift toward connected, resilient uncrewed systems › Elsight's unmatched field-proven reliability becomes mission- critical And the Halo – Core Growth Engine › Link and platform agno
Slide 11: Elsight's Growth Opportunity
Elsight’s Growth Opportunity Global Drone Market For personal use only Projected at US $260B in 20301 of which the military market is expected at US $56.5B2 Communications systems are ± 11% of the drone platform market - EY3 Global Humanoid Robotics Market Expected to reach US $39.6 B by 20304 Globa
Slide 12: Financial and Operational Strength & Positioning
Financial and Operational Strength & Positioning For personal use only › USD $2.3K (A$3.6) cash as of 27 April 2025 › Burn rate management strategy implemented › Full deliveries on time despite surge in demand › Production capacity built to deliver a much higher scale
Slide 13: Future vision for growth plan
Future vision for growth plan For personal use only › Make the Halo the industry standard for unmanned connectivity › More aggressive scaling in Europe and the US markets on the back of the defence tailwinds › Keeping the competitive advantage in the commercial market and expanding it › Enhancing th
Slide 14: Thank You
For personal use only THANK YOU www.elsight.com ir@Elsight.com
Slide 15: Additional Slides
For personal use only Elsight Limited (ASX:ELS) Investor Presentation Additional Slides
Slide 16: Elsight and the Halo Highlights
Elsight and the Halo Highlights For personal use only Proprietary Substantial Product validation – Multiple Technology nascent market key partners growth Solution opportunity Engaged engines Our unique software and As the unmanned industry ‘Design wins’ with multiple key Scalable, repeatable hardwar
Slide 17: Expanding the target market focus
Expanding the target market focus For personal use only Defence Design-Win Strategic First order to STE, & Major $4.28M Received largest with Lockheed decision to a major EU drone European Defence single order of Martin, US focus on military manufacturer. OEM order secured new connectivity largest p
Slide 18: The Halo product
For personal use only The Halo product
Slide 19: Inside the Halo
Inside the Halo › Multi-link bonding to provide the most robust connectivity for For personal use only drones and other unmanned systems. › Adds cellular communications aggregated with satellite and RF communications for 99.99% reliability. › Comes in options for less than a 100-gram card or a boxed
Slide 20: Elsight's Halo: One-Type-Fits-All Markets
Elsight’s Halo: One-Type-Fits-All Markets With no additional development, the small, light-weight Halo, integrates seamlessly with all drones and unmanned systems to provide continuous connectivity in all markets. For personal use only Commercial Defence Construction Medical Surveillance Monitoring
Slide 21: Competitive Landscape
Competitive Landscape Example BVLOS For personal use only Solution Link resiliency Optimal SWaP Security Bandwidth of Compatible Company RF None Partial Partial Partial None Satellite Partial None Partial None Partial Single Cellular None Full Partial Partial Partial Cellular + RF (Failover) Partial
Slide 22: Our wide range of customers and applications
Our wide range of customers and applications For personal use only Defense Mapping & Inspection First Responders USA: Global reach USA USA Defense Drone manufacturer Defense Largest drone Israel Based in South America, Singapore: Global reach manufacturer in its country global deployments Japan
Slide 23: Revenue Models
Revenue Models Building revenue through hardware, software, and services For personal use only Halo Hardware 74-82% Gross Margin Data Usage (App. Based) Cloud Service & SLA (Recurring Quarterly Revenue) (Recurring Annual Revenue) 13%-64% Gross Margin (usage-based) 52%-61% Gross Margin
Slide 24: Elsight's future
Elsight’s future New revenue streams For personal use only New territories & customers Military/Law Enforcement/First New applications Responders Q4 2023 2024 2025 Same Development, Integration, Support Uncrewed Commercial New territories New features Increased ARPU → Increased ARR
Slide 25: Corporate Profile
Corporate Profile Elsight Limited (ASX: ELS) Capital Structure Share Price Chart For personal use only Shares on issue 181,591,211 Options 23,949,589 Fully Diluted Shares 205,540,800 Cash (As of 27 April 2025) US$2.3M (A$3.6M) Debt A$1M Market Cap (As of 27 April 2025) A$74.45M 52 weeks range A$0.2
Slide 26: Thank You
For personal use only THANK YOU www.elsight.com ir@Elsight.com