X2m Connect Limited · ASX:X2M
X2m Connect — Investor Presentation (April 2022)
16 slides from X2m Connect's investor presentation, Apr 29, 2022
Slide 1: Investor Presentation
For personal use only Investor Presentation Mohan Jesudason Chief Executive Officer 29 April 2022 ASX Code: X2M
Slide 2: Disclaimer
Disclaimer This Presentation (“Presentation”) has been prepared by X2M Connect Limited (Company). You Investment risk For personal use only must read and accept the conditions in this notice before considering the information set out in or referred to in this Presentation. If you do not agree, accep
Slide 3: X2M posts strong Q3 FY22 results
X2M posts strong Q3 FY22 results For personal use only Q1-Q3 Total Revenue exceeds Q3 Revenue: $1.5m, up 68% Q1-Q3 Total Revenue: $6.1m, FY21 full year revenue of on pcp up 49% on pcp $5.7m Contracted revenue for Enterprise/government Connected devices: 196,037, recognition in coming months customer
Slide 4: Strategy delivering growth across key metrics
Strategy delivering growth across key metrics1 X2M has delivered strong Q1-Q3 FY22 growth in revenues, connected devices, For personal use only and enterprise and government customers Enterprise and government customers rose Connected devices totaled 196,037 by 31 YTD FY22 revenue of $6.1m, up 49% o
Slide 5: What we do - Digitizing utilities in APAC
For personal use only What we do - Digitizing utilities in APAC
Slide 6: Water digitisation - South Korea leveraging early market entry
Water digitisation - South Korea leveraging early market entry For personal use only Supporting government ambitions to revolutionize water management Servicing 19 municipalities for water monitoring and control in South Korea Capturing new government municipalities and repeat orders from existing c
Slide 7: Gas monitoring - Japan driven by the value of data generated
Gas monitoring - Japan driven by the value of data generated For personal use only Licensed deployments in Japan continue to increase at pace with compelling use cases Growth in the Japanese market driven by licensing to customers monitoring gas bottles: • centralised platform acting as point of coo
Slide 8: Energy management and net zero emissions – our next opportunity
Energy management and net zero emissions – our next opportunity For personal use only X2M’s energy management solution optimises energy generation, storage and usage. Plays to the strength of our AC power patents and platform Communications X2M platform products DC and AC electric vehicle chargers I
Slide 9: X2M's key market differentiators
X2M’s key market differentiators For personal use only • Leading edge patented platform • making dumb devices smart • distributed intelligence autonomously monitors and controls devices • IoT platform provides visibility, control, aggregation, predictive and pre-emptive device management WiSUN │ NB-
Slide 10: Strategy
For personal use only Negotiating very competitive hardware prices Incumbency drives repeat purchases Increased market penetration Strategy Future annual recurring SaaS revenue
Slide 11: X2M commercial strategy
X2M commercial strategy For personal use only X2M strategy starts with investment for growth: Secure initial sales of hardware and services to gain a toehold in each customer’s total addressable market (TAM) – margins tend to improve with future orders Investment in sales and marketing resourc
Slide 12: X2M well into stage – on cusp of software scale
X2M well into stage 2 – on cusp of software scale Conversion of customers to SaaS contracts commenced For personal use only Stage 1 Stage 2 Stage 3 Objective Invest in customer Transition to managed Transition to SaaS relationships services revenue revenue Customer Drive customer acquisition Build c
Slide 13: Core pillars of the X2M strategy
5 core pillars of the X2M strategy For personal use only Consolidate Expand into Continue Expand into new Manage margin strong position compatible development of geographies and cash burn in existing verticals in SaaS business markets existing markets • South Korea – • Remote battery • Replicate mod
Slide 14: X2M's growth outlook is bright
X2M’s growth outlook is bright For personal use only Q1-Q3 Revenue: Enterprise/government customers: Connected devices: $6.1m, up 49% on pcp 44, up 29% on pcp 196,037, up 87% on pcp 3 strong quarters in FY22 lays solid foundation for further growth Consolidate strong Expand into compatible Continue
Slide 15: Why X2M is an attractive investment proposition
Why X2M is an attractive investment proposition For personal use only The pipeline and customer base together A good year so far delivering consistent with their available market suggests a performance sustainable growth trajectory going forwards The strong growth in connected devices sets Exploring
Slide 16: Shareholder Enquiries
Shareholder Enquiries For personal use only X2M CONNECT Automic Pty Ltd hello@automic.com.au GET IN +61 (2) 9698 5414 TOUCH Media and Investor Enquiries Julia Maguire julia@thecapitalnetwork.com.au +61 (2) 8999 3699 Chief Executive Officer Mohan Jesudason, CEO investor.relations@x2mconnect.com 1 800