Elsight Ltd. · ASX:ELS
Elsight — Investor Presentation (July 2024)
22 slides from Elsight's investor presentation, Jul 31, 2024
Slide 1: Investor Webinar Presentation (ASX Announcement)
ASX Announcement 31 July 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 (Wednesday) 4.30 pm, 31 July 2024. A new company presentation is below. A recording
Slide 2: July 2024 Investor Presentation
For personal use only July 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: H1 2024 vs H1 2023 Performance Highlights
H1 2024 VS H1 2023 Performance Highlights For personal use only
Slide 5: Widening the target market focus: Proof Points
Military/HLS/First Responders Elsight: Widening the target market focus Proof Points › Identification of several specific use For personal use only cases for Halo's communications for both governmental tenders and first responder organizations. › Defense giant Lockheed Martin integrates the Halo in
Slide 6: Regulations continue to push the market forward
Regulations continue to push the market forward For personal use only The approved FAA waiver expands the Power Authority’s ability to monitor and aspect its assets in NY State.
Slide 7: Forecast of growth in military drone market
Forecast of growth in military drone market* The military drone market is anticipated to experience For personal use only substantial growth, increasing from USD 13.0 billion in 2023 to USD 18.2 billion by 2028, with a Compound Annual Growth Rate (CAGR) of 7.0% during the forecast period. This growt
Slide 8: 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 9: 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 10: Increased efforts to penetrate the defence market
Increased efforts to penetrate the defence market For personal use only Working with industry associations to broadcast our military offering Closing with regional partners in Asia Co-founder and CTO Roee Kashi was elected to the Law GSMA DIG (Drone Interest Group) Co-Chair role Enforcement strength
Slide 11: Elsight's Growth with our Design-Win Partners' Success
Elsight’s Growth with our Design-Win Partners’ Success For personal use only
Slide 12: The product
For personal use only The product
Slide 13: Inside the Halo
Inside the Halo 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 a 100-gram card o
Slide 14: 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 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
Our Customers For personal use only North America Europe Middle Asia East Australia South America
Slide 18: Our wide range of customers and applications
Our wide range of customers and applications For personal use only Data collection from Defence a port surveillance Drone deliveries USA: Global reach Antwerp, Belgium USA Cross European deployments Drone manufacturer Drone manufacturer for Largest drone Defence Middle East Based in South America, s
Slide 19: 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 20: From the point that Elsight began to focus on the military market
From the point that Elsight began to focus on the military market For personal use only
Slide 21: Elsight's future
Elsight’s future New revenue streams For personal use only New territories & customers Military/Law Enforcement/First New applications Responders Q4 2023 2024 Same Development, Integration, Support Uncrewed Commercial New territories New features Increased ARPU → Increased ARR
Slide 22: Thank You
For personal use only THANK YOU IR@Elsight.com