Beam Communications Holdings Limited · ASX:BCC

Beam Communications — Q4 FY23 Earnings Presentation

12 slides from Beam Communications's earnings presentation, Aug 1, 2023

1. Slide 1: ASX Announcement: Investor Presentation

   Beam Communications Holdings Limited ABN 39 010 568 804 ASX ANNOUNCEMENT 01 August 2023 INVESTOR PRESENTATION Beam Communications Holdings Ltd (ASX: BCC, “Beam” or the “Company”) wishes to announce that its Managing Director, Michael Capocchi, and Chief Financial Officer, Dean Sleigh, will be presen

2. Slide 2: Quarterly Update Q4FY23

   For personal use only Quarterly Update Q4FY23 August 2023 ASX:BCC 1 © 2023 Beam Communications Holdings Limited

3. Slide 3: Disclaimer

   Disclaimer For personal use only This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not const

4. Slide 4: World-First Innovations | Key Verticals

   World-First Innovations | Key Verticals Beam Communications (ASX: BCC) develops satellite, cellular and dual- mode equipment and services for For personal use only Personal SatComms are no longer a small niche market product as they become smaller, faster and consumer/commercial/ industrial cheaper

5. Slide 5: Strong Finish to FY23 Highlights

   For personal use only • Increase in both net operating cash inflow to $2.5M and cash balance to $5M in 4QFY23 Highlights | • Sales/royalty increases across all Beam business units as Strong it benefits from strong growth in the global mobile satellite market Finish to • Net ZOLEO ANZ subscriber numb

6. Slide 6: Positive Cash Flows | Building Momentum

   Positive Cash Flows | Building Momentum For personal use only Steady Step-Up in Operating Cash Flow Net Operating Cash Flow +$2.5M $6 Millions $5 $4 Operating Cashflow $5M $3 +39% QoQ $3.6M $2 Cash (Ending $1 Balance) $0 -$1 -$2 1QFY23 2QFY23 3QFY23 4QFY23 • Second consecutive quarter of positive ne

7. Slide 7: Multi Growth Drivers | Business Units Performance

   Multi Growth Drivers | Business Units Performance For personal use only Developing World-First Innovations for Global Markets 4QFY23 Performance Every 2-3 years Launched of Iridium GO! EXEC portable 2023 satellite hotspot Core SatPhone Shop Beam Equipment (Beam’s online Launched ZOLEO – world’s firs

8. Slide 8: ZOLEO | Global Sales & Recurring Revenues

   ZOLEO | Global Sales & Recurring Revenues For personal use only Monthly ZOLEO Royalties to Beam Beam’s Territory $75 • Annualised royalties jumps 18% QoQ to $870K 2023 2022 Thousands $65 • Net ANZ subs up 23% QoQ to >6.2K • Recent promotional campaigns helping to drive growth $55 • Retail channels e

9. Slide 9: Emerging Global Opportunity | Organic Growth

   Emerging Global Opportunity | Organic Growth For personal use only Improving affordability and new technologies transforming mobile satellite services (MSS) from niche to mass market Global MSS market forecast to grow at 6.9% CAGR to US$9.2B by 2030* Iridium’s Commercial IoT business (category that

10. Slide 10: Product Positioning | Unique Value Proposition

    Product Positioning | Unique Value Proposition For personal use only Beam Innovations Direct to Device (e.g., iPhone 14) ZOLEO Iridium GO! Iridium GO! exec Basic Advanced Features/ Features/ Low Value High Value Customers Customers Willingness to Pay RRP $345 RRP $1,595 RRP $2,495 RRP $1,399 - Sub:

11. Slide 11: Outlook: FY23 Record Guidance

    BEAM | Outlook For personal use only FY23 Record Guidance • EBITDA ~$4m (~166% over FY22) Strategically positioned for • Revenue ~$40m ( ~69% over FY22) growth beyond FY23 • NPAT >$2m (FY22: -$177K) Growth driven by:  Strong balance sheet with positive op cash flow forecast to persist • Commencemen

12. Slide 12: Q&A

    For personal use only Q&A Michael Capocchi Managing Director Beam Communications michael.capocchi@beamcommunications.com Dean Sleigh Chief Financial Officer dean.sleigh@beamcommunications.com © 2023 Beam Communications Holdings Limited

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