Journeo Plc · LSE:JNEO
Journeo — Investor Presentation (April 2018)
16 slides from Journeo's investor presentation, Apr 25, 2018
Slide 1: Shareholder Presentation
Shareholder Presentation 25 April 2018 Shareholder Presentation April 2018 1
Slide 2: Agenda
Agenda 1. Company Introduction 2. 2017 review 3. Growth Strategy 4. Q&A Shareholder Presentation April 2018 2
Slide 3: Company Intro
1. Company Intro. “21st Century is the specialist provider of tailored solutions to the transport community, solving complex operational requirements both on and off the vehicle” Shareholder Presentation April 2018 3
Slide 4: Business Model – Trusted Integrator
1. Company Intro. Business Model – Trusted Integrator Capability Experts in • Better solutions multiple systems provide customers with integrated solutions at reduced costs. • Horizontal breadth Broadening the range of technologies Trusted and services Integrator • Related customer segments Efficien
Slide 5: Customer-centric Approach
1. Company Intro. Customer-centric Approach Fleet Systems Passenger Systems • Supporting large Tier-1 and • Towns & Cities, PTE and local smaller fleets throughout the authority customers UK, France, Sweden & NZ • Broadening range of • Broadening range of services applications: and technologies supp
Slide 6: Agenda
Agenda 1. Company Introduction 2. 2017 review 3. Growth Strategy 4. Q&A Shareholder Presentation April 2018 6
Slide 7: Financial Headlines – Significant Progress
2. 2017 Review Financial Headlines – Significant Progress Revenue Gross profit • Cost base reduced by 18% to £5.1m (2016: £6.2m) £11.8m 2016: £11.6m £5m 2016: £4.7m • Cash at year end £0.3m (2016: £0.5m) • Operating loss £0.3m (2016: £2.3m) Underlying profit before tax • Additional working capital s
Slide 8: Segmental Analysis
2. 2017 Review Segmental Analysis Fleet Systems returns to profit Fleet Passenger Total Fleet Passenger Total 2017 2017 2017 2016 2016 2016 Sales up 8% £’000 £’000 £’000 £’000 £’000 £’000 • 7% increase in UK Bus, Revenue 7,502 4,259 11,761 6,923 4,715 11,638 • 51% increase in International • 62% red
Slide 9: Segmental Progress
2. 2017 Review Segmental Progress Fleet Systems Passenger Systems • Growing market share by developing • Strong Q4 order intake the platform and winning new • £1.5m orders customers • £1m carried forward to 2018 • FY17 - 3yr supply and maintenance • Revenue 21% up on H2 2016 agreement with Tier-1 op
Slide 10: Agenda
Agenda 1. Company Introduction 2. 2017 review 3. Growth Strategy 4. Q&A Shareholder Presentation April 2018 10
Slide 11: Innovation-led
3. Growth Strategy Innovation-led • Development based on • Sales opportunities – customer driven. • Technical evolution • Low power/low data • Display/recording media • Improved hardware platforms • Leveraging Cloud technologies • No need to re-invent the wheel • Use global-scale solution where it e
Slide 12: Drivers
3. Growth Strategy Drivers Fleet Systems Passenger Systems • Implementation of in-house Journeo® • Large customer-base of Towns, Cities technology, connecting legacy and & local authorities looking for greater new systems to the IoT capabilities and efficiencies • Dynamic approach to fleet-service •
Slide 13: Journeo® – new approach to fleet service
3. Growth Strategy Journeo® – new approach to fleet service Developed by our in-house technical team, the Journeo® Remote Condition Monitoring platform (RCM) uses an on- board data-capturing unit to gather system health information for the vehicles installed systems into our cloud- based system. Ope
Slide 14: Gatwick airport – driving improvements in passenger experience
3. Growth Strategy Gatwick airport – driving improvements in passenger experience All on-board technology installed Complex projecting capability to ITxPT standards – most only possible due to integration complete operational between the two segments. installation of it’s kind in the Model replicabl
Slide 15: Agenda
Agenda 1. Company Introduction 2. 2017 review 3. Growth Strategy 4. Q&A Shareholder Presentation April 2018 15
Slide 16: Q&A – Thank you
4. Q&A Q&A – Thank you Shareholder Presentation April 2018 16