Vianet Group Plc · LSE:VNET
Vianet — Investor Presentation (September 2022)
18 slides from Vianet's investor presentation, September 2022
Slide 1: Delivering Real Change Through Unparalleled Insight
DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT INVESTOR PRESENTATION
Slide 2: Business Overview
BUSINESS OVERVIEW 2
Slide 3: Vianet Solutions Start With a Thorough Understanding of the Customer Business Case
VIANET SOLUTIONS START WITH A THOROUGH UNDERSTANDING OF THE CUSTOMER BUSINESS CASE Stage 1 - Connect Stage 2 - Analyse Stage 3 - Optimise • Secure asset connection • Single platform for data processing • Data-driven decisions in real time • Data collection • Real-time analytics • Optimised actions •
Slide 4: Vianet's IoT Platform Can Be Tailored to Deliver the Business Case
VIANET’S IOT PLATFORM CAN BE TAILORED TO CREATE SOLUTIONS TO DELIVER THE BUSINESS CASE Device Management Connectivity Cloud Storage/Processing Analytics Insight and Analytics Smart Machines – Machines, Sensors & Asset Connectivity Data Rendering Data Collection Consolidated Dashboards Smart Zones –
Slide 5: Vianet's Two Operating Divisions at a Glance
VIANET’S TWO OEPRATING DIVISIONS AT A GLANCE Device agnostic platform Over 230,000 live connections Cloud-based infinitely scalable Proprietary secure firmware Global business model supporting third party sending data daily data management services encrypting data integration Intelligent Flow Meter
Slide 6: Vianet Strategy Is Supported by Compelling Market Forces
VIANET STRATEGY IS SUPPORTED BY COMPELLING MARKET FORCES • Edge computing and asset connectivity are becoming increasingly important across all industries globally as IoT becomes mainstream Global IoT & Machine to • Global IoT and Analytics revenue in B2B sector forecast to reach $331bn by 2020, wit
Slide 7: The Opportunity
THE OPPORTUNITY 1 Market leader in B2B IoT analytics, insight and asset connectivity | Leading edge, industry agnostic platform bringing unattended assets online, providing real-time analytics and insight, unlocking educated business decisions 2 Favourable market tail-winds | B2B IoT and Analytics r
Slide 8: Market, Products & Services: Smart Zones
MARKET, PRODUCTS & SERVICES SMART ZONES 8
Slide 9: Smart Zones Division Navigated a Structural Market Change in Recent Years
VIANET’S SMART ZONES DIVISION SUCCESSFULLY NAVIGATED THROUGH A STRUCTURAL MARKET CHANGE IN RECENT YEARS Smart Zones market backdrop While the UK market adapts to new landscape, global market focuses on quality and operational control • Smart Zones’ core market reflects Vianet’s deep experience in th
Slide 10: iDraught Disruptive Technology – Global Leader in Draught Beer Quality
IDRAUGHT DISRUPTIVE TECHNOLOGY – GLOBAL LEADER IN ITS PRIMARY MARKET OF DRAUGHT BEER QUALITY AND FLOW MANAGEMENT SYSTEMS Flagship intelligent solution IFM EPoS • As the core pub market came under increasing pressure throughout the financial crisis, iDraught was developed to support • Vianet’s propri
Slide 11: Market, Products & Services: Smart Machines
MARKET, PRODUCTS & SERVICES SMART MACHINES 11
Slide 12: Smart Machines Capitalising on Growing Demand for Intelligent B2B Assets and Contactless Payments
VIANET’S SMART MACHINES DIVISION IS CAPITALISING ON GROWING DEMAND FOR INTELLIGENT B2B ASSETS AND CONTACTLESS PAYMENTS Smart Machines market backdrop Rapid adoption of contactless and cashless payments is one of the main drivers of intelligent retail Retail Intelligent Vending & Contactless: Total p
Slide 13: Smart Machines Overview – Market Leader in Unattended Retail Market
SMART MACHINES OVERVIEW – MARKET LEADER IN THE UNATTENDED RETAIL MARKET, OFFERING REAL-TIME CONNECTIVITY AND DATA MANAGEMENT THROUGH A CENTRALISED IOT PLATFORM Division overview Typical Solution Deployment for Unattended Retail Machines • Smart Machines division started with the acquisition of Viane
Slide 14: Smart Machines Use Case
SMART MACHINES USE CASE Key Capabilities Data Acquisition 1 Data Processing and Storage 2 Data Rendering 3 1 Real-time operations control 2 Predictive stock and warehouse management Mobile Management Vendman ERP Environment ERP Software Software and Data Lake 3 Optimised route planning Neo Insight a
Slide 15: Financials
FINANCIALS 15
Slide 16: Key Financials
KEY FINANCIALS Vianet Group plc March 2020 March 2019 March 2018 March 2017 March 2016 Turnover 16,282 15,683 14,561 14,400 14,290 (£’000) Recurring 92.0 94.0 90.0 85.0 85.6 Revenue % Operating Profit 4,030 3,855 3,621 3,316 3,017 (£’000) Cash Generation 3,870 3,990 3,523 2,750 2,695 (£’000) * Cash
Slide 17: Growth Initiatives
GROWTH INITIATIVES 17
Slide 18: Vianet's Clear Growth Opportunity Is Industrial IoT and Scale Roll-out
VIANET’S CLEAR GROWTH OPPORTUNITY IS INDUSTRIAL IOT AND SCALE ROLL-OUT Growth Accelerator Highly achievable opportunity supported by years of accumulated experience Organic vs. acquisitive opportunity Leveraging the existing capability and being device agnostic, Vianet focuses • Smart Meters, Indust
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