Slide 1: Investor Webinar Presentation
ASX Announcement 07 February 2024 Investor Webinar Presentation Elsight Limited (ASX: ELS) ( ‘Elsight Ltd’, ‘Elsight’ or ‘the Company’), is pleased to invite the public for the yearly results webinar scheduled for today (Monday) 5.00 pm, 10 February 2025. A new company presentation is below. A recor
Slide 2: Investor Presentation February 2025
February 2025 Investor Presentation Yoav Amitai CEO
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Elsight Limited. (“Elsight” or the The information presented in this presentation is subject to change without “Company”) based on information available to it as at the date of this notice and Elsight does not have any responsibility or obligation to
Slide 4: 2024 VS 2023 Performance Highlights
2024 VS 2023 Performance Highlights ales evenue e u ent evenue u n ate evenue de en e e Custome s
Slide 5: Lessons learned in 2024
Lessons learned in 2024 Following many engagements with members of governments organizations o ld ide e’ve ve i ied that ou alo ul ills the equi ements o many critical applications in the evolving world of combat and surveillance. Several aspects received exceptionally positive feedback: 1. Enables
Slide 6: The Challenge
The Challenge Uncrewed systems demand Unhindered freedom of maneuver anywhere, anytime, without loss of communication. Many factors cause communication interruptions › Spectrum interferences › Loss of the line of sight › Deliberate jamming of the utilized spectrum › Coverage limitations over distanc
Slide 7: The Solution
The Solution Elsight offers advanced communication capabilities that enable the dispersion of data over all the available wireless spectrum concurrently. The approach is to utilize the widespread available commercial and military spectrum, including the public and/or private LTE/5G, Point- to-point
Slide 8: Elsight's Addressable Eco-systems
Elsight’s Add essable E o-systems Global Drone Market Projected at US $260B in 20301 of which the military market is expected at US $56.5B2 Communications systems are ± 11% of the drone platform market - EY3 Global Humanoid Robotics Market Expected to reach US $39.6 B by 20304 Global Military Wirele
Slide 9: Elsight and the Halo Highlights
Elsight and the Halo Highlights Proprietary Substantial Product validation – Multiple Technology nascent market key partners growth Solution opportunity Engaged engines Our unique software and As the unmanned industry ‘Design wins’ with multiple key Scalable, repeatable hardware solutions is rapidly
Slide 10: Expanding the target market focus: Defence
Expanding Click the to edit Master target title style market focus Defence Design-Win Strategic Received largest First order to STE, & with Lockheed decision to single order of a major EU drone Martin, US focus on military new connectivity manufacturer. largest proves itself with product from Partne
Slide 11: The Halo product
The Halo product
Slide 12: Inside the Halo
Inside the Halo › Multi-link bonding to provide the most robust connectivity for drones and other unmanned systems. › Adds cellular communications aggregated with satellite and RF communications for 99.99% reliability. › Comes in options for less than a 100-gram card or a boxed ground version Halo C
Slide 13: Elsight's Halo: One-Type-Fits-All Markets
Elsight’s Halo: One-Type-Fits-All Markets With no additional development, the small, light-weight Halo, integrates seamlessly with all drones and unmanned systems to provide continuous connectivity in all markets. Commercial Defence Construction Medical Surveillance Monitoring Military/ First Agricu
Slide 14: Our Customers
Our Customers North America Europe Middle Asia East Australia South America
Slide 15: Our wide range of customers and applications
Our wide range of customers and applications Data collection from Defense a port surveillance Drone deliveries USA: Global reach Antwerp, Belgium USA Cross European deployments Defense Drone manufacturer Defense Largest drone Israel Based in South America, global deployments Singapore: Global reach
Slide 16: Revenue Models
Revenue Models Building revenue through hardware, software, and services Halo Hardware Average of 67% Gross Margin Data Usage (App. Based) Cloud Service & SLA (Recurring Quarterly Revenue) (Recurring Annual Revenue) 13%-50% Gross Margin (usage-based) 65%-72% Gross Margin
Slide 17: Elsight's future
Elsight’s future New revenue streams New territories & customers Military/Law Enforcement/First New applications Responders Q4 2023 2024 2025 Same Development, Integration, Support Uncrewed Commercial New territories New features Increased ARPU → Increased ARR
Slide 18: THANK YOU
THANK YOU