Carmanah Technologies Corporation
Carmanah Technologies — Shareholder Meeting (April 2013)
18 slides from Carmanah Technologies's shareholder meeting presentation, Apr 30, 2013
Slide 1: Carmanah Technologies Corporation
Carmanah Technologies Corporation (TSX: CMH) April 2013
Slide 2: Forward-Looking Statements and Information
Forward-Looking Statements and Information This presentation contains “forward-looking statements” or “forward-looking information” within the meaning of applicable securities laws (collectively, “forward-looking statements”). Forward-looking statements are generally identifiable by use of the words
Slide 3: Carmanah Overview
Carmanah Overview Carmanah Technologies Corp. (TSX:CMH) Lighting Signaling Power Systems Installs in 110 countries. Publicly traded. MORE THAN 350,000 UNITS DEPLOYED. Established in 1996. Based in Victoria, Canada. Core Focus: Energy management, solar technologies, LED optics and controls 3
Slide 4: Revenue Trend
Revenue Trend* Total Company * $40 $35 $30 Mobile Systems $25 Grid-Tie Systems $20 Traffic Marine $15 Aviation $10 Outdoor Lighting $5 $- 2007 2008 2009 2010 2011 2012 Signaling Only Geographic Reporting: Signaling $30,000 North America $25,000 $20,000 South America Traffic $15,000 Europe Marine $10
Slide 5: Outdoor Lighting
Outdoor Lighting 2009 2010 2011 2012 Revenue $ 3.3 $ 4.7 $ 5.2 $ 3.7 Gross Profit 43.2% 27.3% 24.8% 26.6% Estimated $1b Market Opportunity Priorities for 2013 • Secure and enable key OEM partnerships Acuity, Lighting Science & Beta Includes key conferences, sales & agent training • Limited new produ
Slide 6: Outdoor Lighting: OEM Strategy
Outdoor Lighting: OEM Strategy Lightfair 2013 6
Slide 7: Traffic
Traffic 2009 2010 2011 2012 Revenue $ 3.8 $ 3.8 $ 3.2 $ 2.6 Gross Profit 34.4% 34.7% 33.8% 37.9% Estimated > $100mm Market Opportunity Priorities for 2013 • Integration of SPOT Devices products/pipeline as well as commercialization of SIMA – Remote Monitoring and Control System • Refinement of hybri
Slide 8: Traffic: New Product (RRFB)
Traffic: New Product (RRFB) • Rectangular Rapid Flashing Beacon (RRFB) • Features: Onboard user interface Adjustable lightbar Exceeds MUTCD intensity requirements • Cost-effective, high performance 8
Slide 9: Marine
Marine 2009 2010 2011 2012 Revenue $ 7.7 $ 8.6 $ 6.4 $ 5.5 Gross Profit 35.4% 38.2% 44.2% 32.2% Estimated > $300mm Market Opportunity Priorities for 2013 • Significant sales channel refinement in US market • Recently launched new Web Site – tied to broader Web presence strategy • Complete South Amer
Slide 10: Marine: New Product (M800 Series)
Marine: New Product (M800 Series) Range up to 6 Nautical Miles Cost optimized: Hybrid construction using premium materials and components Modular and Scalable design Best value-for-performance New monitoring capabilities 10
Slide 11: Marine: New Product (M500 Series)
Marine: New Product (M500 Series) Up to 3 times the range at half the size Custom designed optics, high-efficiency solar panels, premium materials Up to 3 Nautical Miles Up to 15 cd Replaceable battery Longer life Environmentally friendly “Stocking” friendly Legacy 502 New Product 11
Slide 12: Marine: New Products (Coming Soon)
Marine: New Products (Coming Soon) A comprehensive line-up of industry- leading LED marine lighting products developed by Carmanah & selected marine partners. Range lights Sector lights Wired/cabled buoy lights 12
Slide 13: Aviation
Aviation 2009 2010 2011 2012 Revenue $ 7.4 $ 6.0 $ 6.2 $ 3.5 Gross Profit 41.6% 40.2% 42.6% 40.6% Estimated > $20mm Market Opportunity Priorities for 2013 • Establish Civil Market Acceptance of solar technologies • Maintain and grow military share • Continue to leverage new technologies from signali
Slide 14: Power Systems Division
Power Systems Division GoPower • Continue to grow share in Work Truck & RV market • New product introductions, leveraging strong sales channel Grid Tie • Continue to exploit Ontario/FIT program • Develop new markets/products outside of Ontario 14
Slide 15: Summary Objectives
Summary Objectives Revenue Growth, with full leverage of OpEx Balancing Growth with existing Cash Reserves 15
Slide 16: Recent Business Highlights
Recent Business Highlights A sample of recent announcements include: • January 7, 2013 Carmanah completes the asset acquisition of Spot Devices and licensing of the “SIMA” technology. • February 28, 2013 Carmanah enters a supply agreement with major lighting manufacturer, Acuity Brands (NYSE: AYI).
Slide 17: Questions?
Questions? c carmanah’ we put solar to work A, 17
Slide 18: Thank You
Thank You © 2012 Carmanah Technologies Corp. 18
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