Sdi Limited · ASX:SDI
Sdi — Shareholder Meeting (November 2021)
10 slides from Sdi's shareholder meeting presentation, Nov 19, 2021
Slide 1: FY21 AGM
FY21 AGM N fan) N NOVEMBER 19
Slide 2: CEO's Address
CEO’S ADDRESS SAMANTHA CHEETHAM
Slide 3: FY21 Highlights
FY21 HIGHLIGHTS RETURNS TO GROWTH AFTER RECORD YEAR EBITDA($m) 16.8 14.2 12.1 8.3 12.5 • Total sales of $81.6 million, up 21.2%, driven by strong sales in key product 7.8 9.8 categories, new product releases and the normalising of most dental 7.6 8.6 markets. 2.7 8.5 7.1 • Total operating expenses i
Slide 4: Category Overview
CATEGORY OVERVIEW DOUBLE DIGIT CAGR IN KEY FOCUS PRODUCTS Product Mix % • Whitening showed the strongest increase, up 55.3% in local Aesthetics Whitening Equipment Amalgam currency, due to a return of strong demand, the release of a new Pola Light and Pola Rapid products and the rebranding of the 19
Slide 5: Full Product Pipeline
FULL PRODUCT PIPELINE PROMISING SIGNS FOR AMALGAM REPLACEMENT • Amalgam replacement release in 2022/23: • Tooth coloured filling, showing strength stronger than amalgam • Stronger than any other tooth coloured filling material • Will be able to withstand high mastication forces • New composite produ
Slide 6: Operational Update
OPERATIONAL UPDATE MANUFACTURING SITE TO DOUBLE • Additional Warehouse and manufacturing space needed, with the improved workflow efficiencies expected to drive higher margins. • Currently have 8500sqm with plans to double it for future growth expectations. • Searching for a greenfield site to devel
Slide 7: Trading Update
TRADING UPDATE AUD SALES JULY TO OCTOBER UP 25% ON PCP • First 4 months of financial year sales up 27% in Local Currencies: UK up 135%, redounding strongly with strong pent-up demand Australian Export up 59% following the return of many markets Europe (ex-UK) up 34%, continuing momentum see in
Slide 8: Outlook
OUTLOOK o Future years expected to show continued growth in Aesthetics and Whitening products, underpinned by improving market conditions and new product development. o Logistics continue to be a challenge due to sea and air shipment constraints. o Good start to the financial year and expect this mo
Slide 9: Thank you
( Yi af Thank yo
Slide 10: Disclaimer
Disclaimer This Presentation contains summary information about SDI Limited (SDI) and its subsidiaries and their activities. The information in this Presentation does not purport to be complete. It should be read in conjunction with SDI’s other periodic and continuous disclosure announcements lodged