Dialight plc · LSE:DIA

Dialight — Shareholder Meeting (April 2015)

9 slides from Dialight's shareholder meeting presentation, Apr 15, 2015

  1. Slide 1: Dialight AGM

    Dialight AGM 15 April 2015

  2. Slide 2: 2014 Highlights

    2014 Highlights  Lighting revenue increased by 46% to £99.9m (constant currency +50%)  Lighting operating profit increased by 26% to £14.5m (constant currency +30%)  Obstruction revenue increased by 16% to £17.0m (constant currency +22%)  Group underlying EBIT increased 25% to £18.1m (constant c

  3. Slide 3: The Lighting Market

    The Lighting Market Dialight targets: Heavy Industrial  Steel processing  Pulp & paper  Auto manufacturing plants £50bn annual Mining revenue  Surface mining Food & Beverage  Food processing  Agricultural Freedonia Global Estimate: Power Generation  Coal, nuclear  £50bn annual lighting marke

  4. Slide 4: Where are we on the growth curve?

    Where are we on the growth curve? Estimated LED penetration in Industrial / Hazardous Locations: Vertical & Geographical Markets for Dialight 1%-2% Mass market adoption Early adopters Innovators  £70bn - £100bn TAM  Dialight estimates LED lighting sales into Industrial / Hazardous locations are be

  5. Slide 5: How does Dialight differ?

    How does Dialight differ?  Integrated systems approach – vertical integration  Power Supply Technology  Key to reliability & fixture longevity (10 year warranty)  In-house designed , patent protected technology Controls  Most efficient power supplies available today (93-94%) Electrical Design 

  6. Slide 6: Channel Expansion

    Channel Expansion  Expanding distribution channel to 30% increase in maximise reach channel to market  Making in-roads to customers and territories not previously available to us  Established national distributor 50% increase in programs: no. of customers  Rexel / Gexpro  Affiliated Distributor

  7. Slide 7: Dialight LED Lighting Portfolio

    Dialight LED Lighting Portfolio Linears Flood Lights  10’ → 20’ mounting  15’ → 100’ mounting  Indoor & outdoor  Mostly outdoor rated  Hazardous &  Hazardous & industrial industrial High Bays Area Lights  15’ → 100’ mounting  10’ → 20’ mounting  Mostly indoor  Indoor & outdoor  Hazardous

  8. Slide 8: New Markets - 1,000W Replacements

    New Markets - 1,000W Replacements 60K High Bay 55K Flood Light TAM Potential TAM Potential  £4bn (20% of high bays)  £1bn (15% of flood lights) Markets (indoor) Markets (outdoor)  Aerospace  Oil, gas & petrochemicals  Automotive  Power generation  Steel processing  Mining  Pulp & paper  Ot

  9. Slide 9: Summary

    Summary 2014  Lighting revenue increased by 50% (constant currency)  Lighting operating profit increased by 30% (constant currency)  Obstruction back to growth  2014 – a year of strong growth Q1 Update  Strong growth continues  Growing pains  Programs to improve operational performance  Ou

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