Nano Dimension Ltd · NASDAQ:NNDM
Nano Dimension — Investor Presentation (March 2019)
31 slides from Nano Dimension's investor presentation, Mar 14, 2019
Slide 1: Corporate Presentation March 2019
March 2019 NASDAQ/TASE: NNDM www.nano - di.com
Slide 2: Forward Looking Statements
2 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Forward Looking Statements This presentation of Nano Dimension Ltd . (the “Company”) contains “forward - looking statements” within the meaning of the Private Securities Litigation Reform Act and other securities
Slide 3: World's leading additive electronics provider
3 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 3 NASDAQ / TASE : NNDM Nano Dimension is the world ’ s leading additive electronics provider, targeting the growing demand for sophisticated electronic devices that rely on sensors, antennas and PCBs Our additive
Slide 4: Nano Dimension Key Drivers
4 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Nano Dimension Key Driver Unmatched product portfolio Proven business model, positive traction Significant technology and first mover advantage Focused growth initiatives and execution Open - ended growth opportun
Slide 5: Company Timeline
5 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Company Timeline 2014 2016 2017 2018 Listed on Nasdaq 2016 : Early access trials with Fortune 500 companies 2018 Quarter by quarter growth Total revenue: $ 5.1 m Printer sales: 30 Listed on TASE 2014 - 2016: R&D •
Slide 6: Applicable Solutions for Electronics Produced by the DragonFly Pro System
6 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Applicable Solutions for Electronics Produced by the DragonFly Pro System • Multilayer circuit boards (PCB) • IoT devices: x IC integration x RF antenna for IoT x Battery socket • RF antennas: 1Gz – 6Ghz • RF ampl
Slide 7: Multilayered Printed Circuit Boards (PCB)
7 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Multilayered Printed Circuit Boards (PCB) • Tens of layers in a 3 mm PCB • Reducing weeks into hours
Slide 8: IoT and RF Applicable Solutions
8 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. IoT and RF Applicable Solutions IoT: IC, RF antenna, Battery socket Plug - in mini boards Printed RF antennas: 1 Gz – 6 Ghz Sensors: Touch, Torque, Strain gauge BGA component 3 D support INTERNET OF THINGS (IOT) G
Slide 9: IoT Devices: Battery Holder with RF antenna
9 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. IoT Devices: Battery Holder with RF antenna Additive production 8 mm diameter PROOF OF CONCEPT DESIGN With DragonFly Pro PRODUCTION POTENTIAL: 500 pieces overnight!
Slide 10: Harris Corporation: RF Amplifier to Space
10 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Harris Corporation: RF Amplifier to Space “ Results showed similar RF performance between the 3 D printed version and the baseline amplifier, clearly demonstrating the viability of 3 D printed electronics for RF
Slide 11: Future Applications: Cutting-Edge Solutions
11 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. EMBEDDING COMPONENTS WITHIN 3 D CIRCUIT BOARDS Future Applications: Cutting - Edge Solutions FUNCTIONAL 3 D PRINTED MULTILAYER CAPACITORS
Slide 12: Experienced Leadership Team
12 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Experienced Leadership Team Amit Dror CEO and Co - Founder Simon Fried US President, CBO and Co - Founder Yael Sandler CFO Jaim Nulman CTO Tim Sheehan VP Global Sales Gilad Reshef VP Sales, APAC Director Avi Reic
Slide 13: High precision inkjet technology
13 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. High precision inkjet technology Multi - material 3 D printing Combining conductive nano - silver & dielectric polymers First additive manufacturing for functional 3D electronics + = Breaking Electronic Design Ti
Slide 14: Select Financial Data
14 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. NASDAQ / TASE NNDM ADR ratio: 1:5 Revenues 2017 : $ 0.8 M 2018 : $ 5.1 M Market cap $ 30 M* No debt Shares outstanding 178.5 M ( 35.7 M ADS) * Average growth ~ 43 % quarter to quarter 2/2019 Public offering Selec
Slide 15: Growth Trend Validates Our Products' Value
15 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Growth Trend Validates Our Products ’ Value Revenues $ Q 4 2017 $ 4 27 ,000 Q 1 2018 $ 635,000 Q 2 2018 $1,088,000 Q 3 2018 $1,672,000 Q 4 2018 $ 1, 705 ,000
Slide 16: 2018 Sales Breakdown
16 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 2018 Sales Breakdown US 53 % APAC 27 % EMEA 20% Breakdown Per Region Defense 30 % Health 6 % Tech/PCB 7% Research/Univ. 17 % Resellers 40 % Industry Breakdown
Slide 17: 2018 Highlights
17 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 2018 Highlights 17 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. DragonFly systems sold Total revenues for 2018 Leading resellers worldwide $ 5.1 M 20 Average growth quarter
Slide 18: 2018 Highlights: USA
18 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 2018 Highlights: USA Sold several DragonFly Pro systems to different branches of the United States Armed Forces Marked U.S. growth with additional system sales Certified U.S. Department of Defense vendor and sold
Slide 19: 2018 Highlights: Asia-Pacific
19 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 2018 Highlights: Asia - Pacific Established HK subsidiary Expanded regional coverage through leading resellers operating in China, Taiwan and Korea Appointed APAC Director and hired local team Commenced effective
Slide 20: Worldwide Reach and Expansion
20 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Worldwide Reach and Expansion Distributors Customers Headquarters Footprint As of March 2019
Slide 21: Growth Catalyst: IoT and Industry 4.0
21 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. 2017 2019 2021 2023 2025 75 51 36 27 “ All revolutions are disruptive, and Industry 4.0 is no exception. It poses risks, but offers tremendous opportunity: for new products and services, better ways to serve cust
Slide 22: Tangible Customer Value With Attractive ROI
22 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Tangible Customer Value With Attractive ROI Increase design power Protect IP Accelerate time to market Improve efficiency
Slide 23: Significant First Mover Advantage and Timing
23 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Significant First Mover Advantage and Timing Additive Manufacturing analysts predict 3 D printed electronics will be the next high - growth application for product innovation 2017 3 D printed electronics market s
Slide 24: Open-Ended Revenue Growth Potential
24 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Open - Ended Revenue Growth Potential INDUSTRY VERTICALS • Defense • IoT • Consumer electronics • Automotive • Aerospace • Telecom • Medical devices • Industrial RESEARCH INSTITUTES • Academic institutions and un
Slide 25: Scalable Technology and Manufacturing Platform
25 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Scalable Technology and Manufacturing Platform In - house DragonFly Pro system manufacturing In - house nano ink manufacturing - Capacity to meet future demand Top quality certified ISO 14001 and OHSAS 18001
Slide 26: The Nano Dimension Difference
26 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. The Nano Dimension Difference DOMAIN EXPERTISE TOP TIER CHANNEL TECHNOLOGY PLATFORM MISSION CRITICAL APPLICTIONS HARDWARE CONSUMABLES SOFTWARE SERVICES
Slide 27: Proven Recurring Revenue Model That Scales
27 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Proven Recurring Revenue Model That Scales Razor and blades model: As the installed base of systems grows, the portion of recurring revenues from consumables increases yr 1 yr 2 yr 3 yr 4 yr 5 Consumable revenues
Slide 28: Expected Target Operating Model 2019-2020
28 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Expected Target Operating Model 2019 - 2020 Expect to triple revenues From $5.1m in 2018 to $14m - $15m in 2019 We expect gross profit margin of 50 % * We expect cash used in operations to decline by approximatel
Slide 29: Strategic Growth Plan
29 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Strategic Growth Plan Horizon 2 Growth by monetizing commercially available products and services for additive electronics design Horizon 1 Deliver higher speed production - grade additive electronics systems and
Slide 30: Key Highlights
30 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Key Highlights Unmatched product portfolio Proven business model, positive traction Significant technology and first mover advantage Focused growth initiatives and execution Open - ended growth opportunities Expe
Slide 31: Thank You
31 NASDAQ / TASE : NNDM www.nano - di.com | © 2019 Nano Dimension. All rights reserved. Nano Dimension® Copyright © 20 ϭ 9 Nano Dimension Ltd. Nano Dimension, DragonFly, AgCite and the DragonFly logo are trademarks of Nano Dimension. Printed March 2019 DragonFly ™ Follow us: @nanodimensiontech @3Dpc