Aerometrex Ltd. · ASX:AMX
Aerometrex — Investor Presentation (November 2020)
26 slides from Aerometrex's investor presentation, Nov 12, 2020
Slide 1: Aerometrex Investor Presentation
For personal use only AEROMETREX INVESTOR PRESENTATION November 2020 SEE YOUR WORLD CLEARLY.
Slide 2: Disclaimer
DISCLAIMER This presentation is provided for information purposes only and is not a disclosure document as defined under the Corporations Act 2001 (Cth) This presentation does not constitute an offer, For personal use only invitation, solicitation or recommendation with respect to the purchase, sale
Slide 3: About Aerometrex
For personal use only ABOUT AEROMETREX To become the market leading To provide our customers company in our service sector To provide professional, throughout Australia and in terms of quality of products, accurate digital image Our overseas with accurate, Our value offered to our customers, Our map
Slide 4: Business Overview: Key Highlights
BUSINESS OVERVIEW Key Highlights For personal use only FY20 FY21 Dec Aug $25m initial public offering MetroMap LiDAR launched listing under ASX code ‘AMX’ Oct Feb Suncorp and PSMA contract Establishment of US office wins of $860k (min.) Mar Oct Queensland contract wins of Pixel Cruncher developed an
Slide 5: FY20 Key Financials
FY20 KEY FINANCIALS FY20 FY19 Percentage For personal use only $’000 $’000 Change Revenue Aerial Photomapping 6,112 6,497 (5.9)% + 24.7% LiDAR reflects continued investment into capture LiDAR 8,923 6,468 37.9% assets increasing 3D 3,361 1,952 72.1% 3D driven by large world leading domestic
Slide 6: MetroMap
METROMAP MetroMap is Aerometrex’s subscription-based product offering that supplies Data as a For personal use only Service (DaaS). Ranging from 2D imagery to 3D off-the-shelf city models and a range of LiDAR and imagery-derived datasets, MetroMap is the future of accurate geospatial data, accessibl
Slide 7: MetroMap – 3D
For personal use only METROMAP – 3D 7
Slide 8: MetroMap: Building momentum in subscriptions with strong growth in ARR
METROMAP Building momentum in subscriptions with strong growth in ARR For personal use only 8
Slide 9: MetroMap Addressable Market (Subscriptions) - ARR
METROMAP Addressable Market (Subscriptions) - ARR FY20 Highlights FY21+ Priorities For personal use only MetroMap $2.8m (Sept 2020) Total Revenue $1.7m +42% Continuing to grow ARR (2019: $1.19m) Addressable Market Size (Subscriptions) Target Acquisition of Scaling capture program 50% ($40m) ~$80 mil
Slide 10: Aerial Photography and Mapping
AERIAL PHOTOGRAPHY AND MAPPING The foundation of Aerometrex has been in project based aerial photography, photogrammetry For personal use only and mapping services since its establishment in 1980. Driven by exacting standards of project delivery and the need for geospatially accurate data, this disc
Slide 11: Aerial Photography and Mapping Addressable Market
AERIAL PHOTOGRAPHY AND MAPPING Addressable Market FY20 Highlights FY21+ Priorities For personal use only Aerial Photography and Mapping $6.1m Revenue $6.1m -5.9% Continue to meet client (2019: $6.5m) specific project needs Addressable Market Size ~$15 – 20 million per annum Shift towards MetroMap Fo
Slide 12: 3D Modelling
3D MODELLING Our world-leading 3D modelling service offers multiscale models captured via a For personal use only combination of platforms - aircraft, helicopter and ground level. These offer extremely high resolutions ranging from 7.5cm to under 1cm. With the additional dimension, our 3D models pro
Slide 13: 3D Modelling Highlights and Priorities
3D MODELLING FY20 Highlights FY21+ Priorities For personal use only Addressable Market Size Revenue $3.3m +72% US 3D revenue Open-ended, international scope (2019: $1.95m) Growing awareness of value Opening of US office International projects in Denver, Colorado 3D Revenue 4,000 Infrastructure and W
Slide 14: 3D Modelling: Bendigo
For personal use only 3D MODELLING 14 Bendigo
Slide 15: LiDAR
LiDAR Light Detection and Ranging (LiDAR) is an advanced aerial surveying technique which For personal use only utilizes active laser pulses (up to 2 million laser pulses per second) generated by the sensor to measure the distance of the aircraft to the ground. As the position of the aircraft is det
Slide 16: LiDAR Addressable Market
LiDAR Addressable Market FY20 Highlights FY21+ Priorities For personal use only LiDAR $8.9m Potential opportunity to convert Revenue $8.9m +38% to subscription model (2019: $6.5m) (MetroMap) Addressable Market Size ~$50 million per annum in Australia Investment into aircraft AI and R&D opportunities
Slide 17: LiDAR: Tree Canopy Model
LiDAR Tree Canopy Model For personal use only 17
Slide 18: LiDAR: Windrows
For personal use only LiDAR Windrows 18
Slide 19: Bushfire Fuel Load Mapping
For personal use only BUSHFIRE FUEL LOAD MAPPING LiDAR with view of trees and built up area LiDAR showing fuel load density (red – high fuel load) LiDAR with upper tree canopy stripped 19
Slide 20: Impact of COVID-19
IMPACT OF COVID-19 Business is well placed to weather the storm Positive Impacts Opportunities For personal use only Improved access to airspace Stimulus spending - Infrastructure spending leads to STRONG MetroMap supports business working remotely with increased demands for remote services BA
Slide 21: Strategic Priorities
STRATEGIC PRIORITIES Focus on controllable events in current operating environment For personal use only Ongoing Navigating current Development analysis of economic & social Consolidation of overseas M&A environment of of Spookfish revenue opportunities Covid-19 acquisition into streams in 3D MetroM
Slide 22: Appendices
For personal use only APPENDICES 22
Slide 23: Revenue
REVENUE Growth in revenue continues Revenue Contribution by Segment For personal use only MetroMap 9% Total Operating Revenue Aerial 25,000 Photomapping 3D 20,091 8% 20,000 30% 16,109 17% 12% AUD ($'000) 15,000 13,129 8,906 9,706 40% 10,000 5,000 0 2016 2017 2018 2019 2020 Financial year ended 30 Ju
Slide 24: Customer Profile
For personal use only CUSTOMER PROFILE Invoiced project work by market sector Invoiced project work by client type Other, Forestry, Disasters, LiDAR, Water, Renewables, Construction, Property Dev, Internet Media <1% Federal Government Utilities & Infrastructure, 3% Agriculture, Local Government Gove
Slide 25: Aerometrex Videos
For personal use only AEROMETREX VIDEOS See your world clearly with Aerometrex! SEE THE UNSEEN – Drive FORESIGHT https://youtu.be/g-0tFQJhHh4 before it comes HINDSIGHT https://youtu.be/bKGwr34J6ck Denver 3D: Introducing the next Do More with MetroMap generation in 3D Modeling in USA https://youtu.be
Slide 26: Contact Information
CONTACT INFORMATION For personal use only Aerometrex Ltd 51-53 Glynburn Road Glynde SA 5070 Mark Deuter Managing Director +61 8 8362 9911 investorrelations@aerometrex.com.au www.aerometrex.com.au www.metromap.com.au This presentation has been approved by the Managing Director. 26