Slide 1: Investor Webinar Presentation
ASX Announcement 7 March 2024 Investor Webinar Presentation Elsight Limited (ASX: ELS) ( ‘Elsight Ltd’, ‘Elsight’ or ‘the Company’), is pleased to invite the public for the yearly results webinar scheduled for today (Thursday) 5.00 pm, 7 March 2024. A new company presentation is below. A recording o
Slide 2: March 2024 Investor Presentation
For personal use only March 2024 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Elsight Limited. (“Elsight” or the The information presented in this presentation is subject to change without “Company”) based on information available to it as at the date of this notice and Elsight does not have any responsibility or obligation to
Slide 4: 2023 Performance Highlights: A Year of the Drone Market Inflection Point
2023 Performance Highlights: A Year of the Drone Market INFLECTION POINT 2022 VS. 2023 For personal use only Sales Revenue $ 823K $ 1,541K +87% Recurring Revenue $ 73K $ 411K 4 X Gross Profit $ 436K $ 807K +85% Australia (Sphere Drones) New Territories Japan (ACSL) Homeland security Huge uptake in H
Slide 5: The Drone Market Advancements: Technological & Regulatory
The Drone Market Advancements: Technological & Regulatory For personal use only v
Slide 6: Goldman Sachs quote on drones
“ Like the internet and GPS before them, Q4/2023 drones are evolving beyond their military For personal use only origin to become powerful business tools. They’ve already made the leap to the consumer market, and now they're being put to work in commercial and Q4 civil government applications “ from
Slide 7: Added value of drone applications
Added value of drone applications Medical drone delivery Click to view ü Arrives quickly to remote areas ü Residents are not always able to go to stores/pharmacies For personal use only ü Covers more territory, can cover dangerous terrain ü Saves time and costs Security Drones in military/law enforc
Slide 8: Elsight's Addressable Eco-systems
Elsight’s Addressable Eco-systems Global Drone Market Today’s focus For personal use only is projected at US $54.6B in 20301 Of which the military market is expected at US $18B2 Communications systems are ± 11% of the drone platform market - EY3 Global Humanoid Robot Market is expected to reach US $
Slide 9: Added value of the drone applications
Added value of the drone applications Medical drone delivery Click to view ü Arrives quickly to remote areas For personal use only ü Residents are not always able to go to stores/pharmacies ü Covers more territory, can cover dangerous terrain ü Saves time and costs Security Drones in military/law en
Slide 10: The company & the product
For personal use only The company & the product
Slide 11: Elsight and the Halo Highlights
Elsight and the Halo Highlights For personal use only Proprietary technology Substantial nascent Product validation - key Multiple growth solution market opportunity partners engaged engines Our unique software and As the unmanned industry ‘Design wins’ with multiple Scalable, repeat hardware soluti
Slide 12: Elsight's Growth with our Design-Win Partners Success
Elsight’s Growth with our Design-Win Partners Success For personal use only
Slide 13: 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 Defense Construction Medical Surveillance Monitoring
Slide 14: Inside Halo
Inside Halo click here for more › For personal use only › AI-based multi-link bonding to provide the most robust connectivity for drones and other unmanned systems. › Adds cellular communications aggregated with satellite and RF communications for 99.99% reliability. › Comes in options for less than
Slide 15: 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 16: Our Pathway to Market
Our Pathway to Market For personal use only FAA Standard Growth & ARPU Potential High customer retention, companies Elsight grows organically as our partners must continue using critical components grow, with minimal to no sales effort. New like the Halo to keep type certificates and offering of ser
Slide 17: Our Customers May 2021
Our Customers May 2021 10 partners in 2 regions For personal use only Europe Middle East
Slide 18: Our Customers March 2024
Our Customers March 2024 115 partners in 6 regions For personal use only North America Europe Middle Asia East Australia South America
Slide 19: Our wide range of customers and applications
Our wide range of customers and applications For personal use only Military Data collection from a port surveillance Drone deliveries Israel Antwerp, Belgium USA For more info, click here › For more info, click here › For more info, click here › Law enforcement surveillance Medical deliveries Monito
Slide 20: Strong partnerships with global presence
Strong partnerships with global presence click here for more › For personal use only
Slide 21: Revenue Models
Revenue Models Building revenue through hardware, software, and services For personal use only Halo Hardware Average of 67% Gross Margin Data Usage (App. Based) Cloud Service & SLA (Recurring Quarterly Revenue) (Recurring Annual Revenue) 13%-50% Gross Margin (usage-based) 65%-72% Gross Margin
Slide 22: Revenue Models – Effect on Sales Growth
Revenue Models – Effect on Sales Growth For personal use only
Slide 23: Elsight's future addressable market
Elsight’s future a ble M a rket ess Addr able New revenue streams Service $1 .8B ting For personal use only T arge New territories & customers Military/Law Enforcement/First New applications Responders Q4 2024 Same Development, Integration, Support 2023 Uncrewed Commercial New territories New featur
Slide 24: Thank You
For personal use only THANK YOU IR@Elsight.com