Ikegps Group Ltd · NZX:IKE
Ikegps — H1 FY2015 Earnings Presentation
19 slides from Ikegps's earnings presentation, Nov 25, 2014
Slide 1: Investor Briefing
Investor Briefing 25 November 2014
Slide 2: Important Notice
Important Notice This presentation is given on behalf of ikeGPS Group Limited (Company Number NZ 1292732, NZX:IKE) Information in this Presentation: • is for general information purposes only, and is not an offer or invitation for subscription, purchase, or recommendation of securities in ikeGPS Lim
Slide 3: Revenue Growth
Revenue Growth 3
Slide 4: GE MapSight sales momentum
GE MapSight sales momentum • Sales up >100% on PCP Launch of “GE MapSight’ 2014 March March 2014 September 2015 Jan 112 ike solutions shipped in FY14 GE MapSight sales up >100% over pcp 289 solutions forecast to ship in FY15 FY14YE FY15YE 4
Slide 5: Spike sales momentum
Spike sales momentum • Supply and Licensing deals concluded with Stanley Black & Decker, Inc. (subsequent event) • Forecast to meet all revenue from projected OEM channel FY16, of $1.47m • Agreement concluded with In-Q-Tel related to US intelligence & defense market (subsequent event) • Spike E-comm
Slide 6: Product recap
Product recap 6
Slide 7: GE MapSight
GE MapSight Q
Slide 8: GE MapSight - US electric utilities opportunity
GE MapSight - US electric utilities opportunity The market The problem and solution Potential PotentialUS USmarket marketofof c.US$700m c.US$700mp.a.* p.a.* • c.191 million utility poles in the US (estimated additional 1.05 billion globally) • Utilities required to measure and audit pole networks *
Slide 9: Integrated software-led solution
Integrated software-led solution Hardware Software Desktop software • Workflow management software • Measurement and modelling software for use with GE MapSight photos • Reports generated in industry standard formats Ruggedised mobile hardware that integrates Industry software laser, camera, 3D- • D
Slide 10: Targeting two main customer groups
Targeting two main customer groups US electric utility customers US engineering firm customers c.3,250 US electric utilities >1,000 US utility engineering firms (contract to electric utilities) 10
Slide 11: Spike
Spike
Slide 12: Introducing Spike: the world's first laser-accurate Smartphone measurement solution
Introducing Spike: the world’s first laser-accurate Smartphone measurement solution
Slide 13: Very broad opportunity, particularly Architecture Engineering & Construction (AEC) sector
Very broad opportunity, particularly Architecture Engineering & Construction (AEC) sector AEC Other Architects Insurance Defence & Telecommunications intelligence Construction Engineering contractors Law Environmental & Local enforcement & disaster Government Builders Works contractors & forensics m
Slide 14: Financial Overview
Financial Overview 14
Slide 15: Highlights from half year to September 2014
Highlights from half year to 30 September 2014 15
Slide 16: Financial summary
Financial summary Sales & Research & Revenue Cost of Sales Corporate Operations EBITDA - Marketing Development = (NZ$000’s) (NZ$000’s) (NZ$000’s) HY2014 HY2015 $1,758 GM 52% $1,443 $991 $735 $169 $(2,429) $ 828 GM 63% $ 439 $ 574 $ 392 $114 $(992) FY15F $6,460 GM 60% $4,183 $2,154 $2,563 $1,368 $(4,
Slide 17: Team
Team 17
Slide 18: Strengthening the ike team
Strengthening the ike team • Frederick Lax, Director: director • Dr Yanping Wolf, Director Product of Ikanos Communications Inc. Management GE MapSight: ex-GE and former CEO & President of Digital Energy. Ph.D. in GIS and NASDAQ-listed Tekelec Inc. Remote Sensing from Oxford University. • Dr Richard
Slide 19: Thanks
Thanks 19