Slide 1: FY22 Investor Day
FY22 INVESTOR DAY
Slide 2: Agenda
AGENDA BUSINESS REVIEW & STRATEGY PRODUCT DISPLAYS
Slide 3: Codan Limited Overview
CODAN LIMITED OVERVIEW CODAN | w@ CODAN COMMUNICATIONS | CODAN TACTICAL COMMUNICATIONS ZETRON. Ly ‘a Codan Company | Ne MINELAB Ea CODAN
Slide 4: Global Overview
GLOBAL OVERVIEW Continuing to build a global technology business Sell to over 150 countries around the world $0.5 Bn Annual Sales 20% Net profit after tax margins 700+ Employees around the world 200+ Engineers globally 10 sites across the globe: AUSTRALIA BRAZIL CANADA DENMARK IRELAND CODAN LOCATION
Slide 5: Innovative technology for global markets
60+ year culture and spirit of innovation and success Invest $40+ million per annum into future product development Intellectual property is electronics based and specifically radio frequency focussed Strong balance sheet and cash flow generation Generate 20% NPAT of sales and pay out 50% of profits
Slide 6: Strategic Growth Plan
STRATEGIC GROWTH PLAN Transforming lives through innovation, wherever you are Continue diversification strategy • Geographic expansion • Leverage distribution channels • Be consumer centric • Build more predictable revenue streams Continue to bring Continue to deliver world leading growth by acquisi
Slide 7: Financial KPI's
FINANCIAL KPI’S Underlying Engineering Operating Sales ($m) NPAT ($m) Investment ($m) Cashflow ($m) 437 97 32 131 31 348 29 107 271 257 64 23 230 22 50 46 40 62 54% 48 31% 23% 30% 26% 26% 30% 31% 23% 54% (13) FY18 FY19 FY20 FY21 1H FY18 FY19 FY20 FY21 1H FY18 FY19 FY20 FY21 1H FY18 FY19 FY20 FY21 1H
Slide 8: Key Observations
KEY OBSERVATIONS First 5 Months as Managing Director & CEO The strategy is sound and will deliver future growth opportunities Business fundamentals are very strong World class technology Strong acquisition program DTC and Zetron are good acquisitions Exceptional people and culture
Slide 9: The business will deliver record profits
“The business will deliver record profits, despite operating under very challenging circumstances.” Continuity of supply, despite global supply chain shortages and long lead times on key components Ability to respond to inflation by increased prices Freight expenses reduced in a disrupted global fre