Slide 1: Full Year Results FY 2022 Investor Update
FULL YEAR RESULTS FY 2022 INVESTOR UPDATE - AUGUST 2022 ASX: AMO
Slide 2: Results Highlights
Results Highlights Revenue EBITDA NPBT NPAT EPS $77.0m $7.5m $5.3m $3.6m 4.2c Revenue impacted by some project delays. Dealer business growing. EPS of 4.2 cents. NPBT consistent with prior year, entity now full tax paying. Successful acquisition integrations Final dividend of 1.5 cents, fully franke
Slide 3: Executive Summary
Executive Summary Leading value-added distributor of high technology audio-visual (AV) and communications solutions. Distribution network of professional, commercial and residential installers, consumer electronics (CE) & musical instrument (MI) retailers, content creators, broadcasters, governm
Slide 4: Structure
Structure Capital Structure Dividends Share price (24 August 2022) $0.36 Final dividend 1.5 cents per share, fully franked 52 week range $0.26/$0.475 DRP suspended for final dividend Shares on Issue 93.0M AMO full tax paying this FY, as a result… Options on Issue 1.4M Dividend payout ratio o
Slide 5: Business Segments
Business Segments Integrated Solutions Integrated Professional Solutions Retail Supporting our dealer network with world Supporting a strong dealer network and a range of media and communications users Exclusive brand representation in areas class product solutions and support. with world class prod
Slide 6: Business Segments
Business Segments Integrated Solutions Professional Integrated Solutions Retail Revenue FY22 Of total revenue Revenue FY22 Revenue FY22 Of total revenue Of total revenue $0.5m to Typical contract size $1.0m to Typical contract size $39.6m 51% $2.0m $23.0m 30% $6.0m $14.4m 19% Including ~$4.2m in rec
Slide 7: Competitive Landscape
Competitive Landscape Integrated Solutions Professional Retail Streaming audio/video Communications IP radio Home entertainment Demand for small portable projection Market Opportunity Automation of TV, Post-Production Commercial AV Requirement for portable sound Music Production Au
Slide 8: Financials
Financials
Slide 9: Financial Highlights
Financial Highlights Commentary (A$m) FY22 FY21 Underlying business delivering on growth expectations. Revenue 77.0 80.1 Some project timelines delayed by clients, recognition expected in 1H FY23. Gross Profit 27.0 25.7 Full impact of recent acquisitions (Noise Toys/Connected Media) to be real
Slide 10: Balance Sheet
Balance Sheet Balance Sheet Summary (A$m) FY22 FY21 (A$m) FY22 FY21 Current Assets 35.1 29.5 Inventory 16.8 12.9 Current Liabilities (14.4) (15.6) GPROI (Inventory) Working Capital 20.7 13.9 Adjusted Working Capital (excluding cash) 18.5 12.1 172% 182% Non Current Assets 9.4 10.3 127% 115% 119% Non
Slide 11: Cash Flow and Net Debt
Cash Flow and Net Debt Cash Flow Summary (A$m) FY22 FY21 Net Cash/(Debt) ($m) Cash provided by Operating Activities 1.8 5.5 1.0 Cash used in Investing Activities (2.0) (0.5) Cash used in/provided by Financing Activities 0.6 (4.2) FY18 FY19 FY20 FY21 FY22 Net increase in cash 0.4 0.8 (0.9) (A$m) FY22
Slide 12: Growth Strategy and Outlook
Growth Strategy and Outlook Haivision » 1 BATS by famber TECHNO || amber TECHNOLOGY agg sad compliant Connectivity depends on posts lutions deploying the right antenna foe the right circumstance. ‘Amber Technology has you covered wilt a range of static and tracking systems. a GR O Onaveing vic 1 ae
Slide 13: Executing Growth Strategy
Executing Growth Strategy Ambertech is well placed to deliver on its strategy for growth across each of our market segments. This includes the following key initiatives: Expanded our reach into more system sales where we take the role of a complete supplier. Recent examples being the ABC Profess
Slide 14: Outlook
Outlook Final Dividend of 1.5 cents per share fully franked, noting the company has used up all tax losses and is now full tax paying. Represents pay out ratio of 76% of NPAT for FY2022. Board have confirmed its intention to target a dividend pay-out ratio of at least 50%. Early sales results
Slide 15: Appendix
Appendix e| "cl POPULAR ected | AWARDS ( NEW ZEALAN COMMERCIAL ° DISTRIBUTO DISTRIBUTOR ' \ OF THE YEAI \ OF THE YEAR /
Slide 16: Recent Contract Wins and Agency Gains
Recent Contract Wins and Agency Gains Projects New Agencies Awarded a contract with Leonardo to upgrade the RAN Anzac fleet with Silvus During the year: radio solutions. Final phase is now scheduled for delivery over the coming 6 Nura Heaphones months. ICE Cables EVS studio upgrades at Netwo
Slide 17: Important Notice and Disclaimer
Important Notice and Disclaimer Future performance This Presentation contains certain “forward looking statements”. Forward looking statements can generally be identified by the use of forward looking words such as, “expect”, “anticipate”, “likely”, “intend”, “should”, “could”, “may”, “predict”, “pl