Janison Education Group Ltd. · ASX:JAN
Janison Education — Investor Presentation (November 2021)
17 slides from Janison Education's investor presentation, Nov 24, 2021
Slide 1: Acquisition of Academic Assessment Services (AAS)
Acquisition of Academic Assessment Services (AAS) Investor Presentation 24 November 2021
Slide 2: Disclaimer
Disclaimer. The material in this presentation is general background information about Janison Education Group Limited (JAN) and is current at the date of the presentation. This presentation may contain statements that are, or may be deemed to be, forward looking statements. Such statements can gener
Slide 3: Contents
~ Academic Contents. Senses Transaction Overview Business Overview Strategic Rationale Financials
Slide 4: Transaction Overview
Transaction Overview. 4
Slide 5: Acquisition of the largest Australian Independent Schools assessment business
Acquisition of the largest Australian Independent Schools assessment business. • • • • • • • • • • • • 1 5
Slide 6: Transaction Details
Transaction Details. • Cash Shares Total % • • − − − • • • • 6
Slide 7: Business Overview
Business Overview. 7
Slide 8: AAS: the 'Gold Standard' in assessment of student performance
AAS: the ‘Gold Standard’ in assessment of student performance. • Strong Product Growth ($m) • 5.0m • 3.9m • • • • • FY20 FY21 Formative Assessments Scholarships Careers Other 8
Slide 9: Products
— Academic Assessment Products . Services Approximately 70% of all revenue comes from a range of formative assessments (placement and diagnostic). Assessments span school years 2-10. Subjects cover Mathematics, Reading, Writing, Spelling and General Ability. Average price per test suite ~$60. In FY2
Slide 10: Customers
Customers. AAS School Customers 218 205 • • • • • • • • FY20 FY21 10
Slide 11: Strategic Rationale
Strategic Rationale. 11
Slide 12: The Schools Education market is rapidly digitising
The Schools Education market is rapidly digitising. Mobile & Advanced Tech Rise of B2C EdTech Personalised, unbundled, Models social and gamified Students, parents driven by mobility, big Digital Infrastructure data, cloud and AI/ML. and educators all ‘Catch-Up’ 6% Short Term Surge, looking for supp
Slide 13: Compelling Strategic Rationale
Compelling Strategic Rationale. • • • • • • 13
Slide 14: Financials
Financials. 1 4
Slide 15: Pro Forma Income Statement (before synergies)
Pro Forma Income Statement (before synergies). ($m) Pro forma Income Statement (30 June 2021) Pro forma Revenue 30.2 5.0 35.2 Cost of Sales 13.5 1.3 14.8 Gross Profit 16.7 3.7 20.4 GP% 55% 74% 58% Opex 13.7 2.2 15.9 EBITDA 3.0 1.5 4.5 NPAT (3.2) 1.1 (2.1) • • 15
Slide 16: Pro Forma Balance Sheet (before synergies)
Pro Forma Balance Sheet (before synergies). Pro forma Balance Sheet (30 June 2021) Net Janison AAS Pro forma Adjustments Cash 1 23.1 -- (6.2) 16.9 Receivables & Unbilled Revenue 7.4 0.3 -- 7.7 Fixed Assets 0.8 0.1 -- 0.8 Other Assets (incl. DTA) 9.4 0.1 -- 9.4 Goodwill & Intangibles 21.9 0.4 17.2 39
Slide 17: Contact us: IR@Janison.com
anison Contact us: IR@Janison.com
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