X2m Connect Limited · ASX:X2M
X2m Connect — Investor Presentation (July 2025)
18 slides from X2m Connect's investor presentation, Jul 29, 2025
Slide 1: Introducing X2M Connect Limited
Introducing X2M Connect Limited For personal use only (ASX:X2M) Investor Presentation July 2025
Slide 2: Executive Summary
Executive Summary ⚫ Total value of contracts X2M has secured in South Korea during the fourth quarter of FY25 and scheduled for delivery before December For personal use only 2025 now exceeds $5.5 million ⚫ Important strategic partnership with Sirius Digitech has taken core business into AI and rene
Slide 3: About X2M
About X2M X2M has developed a world leading technology platform for monitoring and control of connected devices and producing data for advanced AI and machine learning applications, harnessing vast data volumes to deliver predictive insights For personal use only Core Product IoT platform that trans
Slide 4: Why X2M?
Why X2M? Growth drivers for shareholder return For personal use only Leading Market Growing number of Strong Competitive Technology customers Financials Advantage • World-leading, patent- • Significant partnerships with • Revenue and EBITDA • First mover advantage protected technology new players th
Slide 5: How does X2M make money?
How does X2M make money? As X2M adds renewables and AI-based platform to the business, SaaS and maintenance revenues will begin to transition away from a dependence on connected device numbers For personal use only HARDWARE SOFTWARE PLATFORMS ✓ One-off fee per smart device ✓ One-off connection fee p
Slide 6: X2M Products
X2M Products One platform. 40 patents. 14 countries. Multiple applications For personal use only ‘Vision by X2M’ ‘Hive.AI by X2M’ Digitising utilities Bringing AI to renewables • Enabling ‘smart’ meters and sensors with • Gathering data into a large “data lake” communications capability • Holding in
Slide 7: YTD 3Q FY25 Result Highlights
YTD 3Q FY25 Result Highlights Revenue of $4.8m down 57% on previous corresponding For personal use only period (pcp), reflecting a targeted strategy to exit low- $4.8m 47% margin hardware only sales and soft market conditions Revenue Gross margin Annualised recurring SaaS and maintenance revenue of
Slide 8: Fresh capital to accelerate growth
Fresh capital to accelerate growth For personal use only 897m • X2M has just completed a recapitalisation Shares and debt reduction exercise with the 683m indicated anticipated Capital Structure1 following recapitalization Options • Poised for substantial growth through $0.7m existing and developing
Slide 9: X2M Strategy
X2M Strategy X2M is entering the third horizon of its strategy For personal use only Horizon 1 Horizon 3 Build & commercialise Capitalise on AI & data explosion Horizon 2 Land & Expand ✓ Turn profitable ✓ Harvest current markets ✓ Platform built & proven ✓ Multiple sector aggregation ✓ Large custome
Slide 10: Value in converting existing customer TAM
Value in converting existing customer TAM TAM of existing customers in South Korea: A$568M market2 with A$28M recurring revenue p.a3 For personal use only SOUTH KOREA MARKET – MARCH 2025 • The TAM of X2M’s existing customers has increased to A$568 million from A$316 million in 40 months or TAM of al
Slide 11: New markets X2M is targeting
New markets X2M is targeting For personal use only APAC UAE INDIA AUSTRALIA NY STATE $US491 billion US$8 million $US500 million $A25 million $A30 million APAC market for recurring revenue1 p/a recurring revenue1 p/a recurring revenue1 p/a recurring revenue1 p/a renewable energy3 across UAE gas acros
Slide 12: Enduring and meaningful partnerships
Enduring and meaningful partnerships Partner Region Market Services Opportunity Launching world leading platform, Taking AI into the renewable energy market in APAC region Renewable ‘Hive.AI by X2M’, for renewable For personal use only APAC valued at US$491B1. Builds recurring revenue adding applica
Slide 13: Placement and Entitlement Offer details
Placement and Entitlement Offer details ⚫ X2M launched a Placement and Entitlement Offer to raise up to $4.9 million The Placement for approximately 200 million Shares will raise approximately $2.6 million and is led by Cygnet Capital For personal use only ⚫ Structure ⚫ The Entitlement Offer expecte
Slide 14: Use of funds
Use of funds For personal use only Category Amount ($ m) Repayment of Debt 2.0 Platform enhancements for AI 1.0 Australian Market Development 0.5 New Market Development 0.6 Expenses of the Offer2 0.3 Working Capital 0.5 Total 4.9 X2M Connect Investor Presentation | July 2025 14 1. Indicative only. N
Slide 15: Timetable
Timetable Key events Indicative dates (subject to change) • Announcement of Placement and Offer • Lodgement of Appendix 3B with ASX 15 July 2025 For personal use only • Lodgement of Prospectus with ASIC and ASX • Ex date 17 July 2025 • Record Date for the Offer 18 July 2025 (5:00pm AEST) • Entity se
Slide 16: Summary
Summary First mover advantage in data aggregation, automation and AI space For personal use only World-leading, patent protected platform meeting growing market appetite for smart technology Large addressable market that is being monetised with strong strategic partnerships Able to immediately servi
Slide 17: Disclaimer
Disclaimer This Presentation (“Presentation”) has been prepared by X2M Connect Limited (Company). You must read Investment risk and accept the conditions in this notice before considering the information set out in or referred to in this An investment in Shares is subject to known and unknown risks,
Slide 18: Contact
Contact For personal use only Mohan Jesudason Chief Executive Officer investor.relations@x2mconnect.com T: 1 800 926 926 (1 800 X2M X2M) Howard Marks Automic Markets Howard.marks@automicgroup.com.au T: +61 402 438 019