Slide 1: Elsight Limited (ASX:ELS) Investor Presentation May 2019
Elsight Limited (ASX:ELS) Investor Presentation May 2019
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Elsight Limited. (“Elsight” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all information necessary to make an investm
Slide 3: Agenda
Agenda Corporate Profile 4 More Compelling than our Competitors 14 Corporate Timeline 5 Huge Growth Potential 15 Our Vision 6 Approaching Lift-Off 16 Strategy 7 Go-To-Market Strategy 17 Investment Highlights 8 Target Verticals 18 Leading Board and Advisory Team 9 Financials 19 Executive Team 10 Summ
Slide 4: Corporate Profile
Corporate Profile • Elsight Limited (ASX:ELS) provides advanced communication ASX Ticker ELS technology that securely transmits data, professional 4K and audio 52 week high-low $0.38 -$0.90 transmission in real time. Market cap @ $0.615 $58.97m • Headquarters/ R&D in Israel. The Company has offices
Slide 5: Corporate Timeline
Corporate Timeline • IPO on ASX, raising A$5 million at a • First purchase orders received from Autonomous Car • Next Gen product ‘HALO’ valuation of A$16 million Sector and Automotive Robotic industry unveiled at MCWC 2019 • Offers new Smart Medicase with Alrena • Israeli Police and Military use EL
Slide 6: Our Vision
Our Vision To be an essential component of devices that will transform communications with unheard of speed, quality and security for consumers and businesses alike 6
Slide 7: Strategy
Strategy By minimizing the size, weight, power consumption and costs (BOM) dramatically through HALO, we will achieve our strategy by capitalising on our market leading communications technology to partner with global OEMs and become embedded into their hardware solutions for many of the world’s lar
Slide 8: Investment Highlights
Investment Highlights First to market Huge opportunity Strong interest Over 200 leads with a product that provides targeting large, multi-national From some of the world’s biggest with commercial contracts faster, lighter, more secure original electronics telcos, suppliers, manufacturers expected to
Slide 9: Leading Board and Advisory Team
Leading Board and Advisory Team Board of Directors Advisory Board Maj Gen (Ret) David Furstenberg Howard Digby Raj Logaraj Ami Shafran Nir Gabay Non-Executive Khoo Boon Hui Maj. Gen. (Ret.) Zvi Hauzer Non-Executive Founder and CEO Non-Executive Amiaz Sagis Independent Chairman Director Director Dire
Slide 10: Executive Team
Executive Team NIR GABAY NINO SHAPTOSHVILI FOUNDER AND CEO VP SALES AND MARKETING Over 20 years of experience in technology and With 20 years of experience in sales, business development communications, with a background spanning roles in and marketing, Nino oversees Elsight’s revenue-generating sec
Slide 11: Our Technology
Our Technology Elsight’s proven technology provides unmatched secure, real time data, video and audio transmission technology First to enter the market with Real time data transmission over Ideal for video surveillance and leading, intelligent multi-sim cellular networks, in mission- security, unman
Slide 12: Rider & Multichannel (B2B)
Rider & Multichannel (B2B) Multichannel Rider • Highly secure, high bandwidth, adaptive • Single channel secure distribution at a data transmission over multiple network lower cost channels • Ideal solution for security and • Communicates live data, video and audio transportation and recording, in r
Slide 13: HALO – "The Company Maker" (B2OEM)
HALO – “The Company Maker” (B2OEM) • HALO is a miniaturised version of Elsight’s existing proven technology, developed for the OEM market and small drones • It has the potential to derive massive revenues from large multi-national OEMs • HALO easily integrates into any IoT device for instant connect
Slide 14: More Compelling than our Competition
More Compelling than our Competition Elsight’s HALO offers the smallest form factor, the lowest power consumption, the most cost- effective and provides the lowest latency bonding technology against our competitors Smaller Size Lower Power Consumption Larger Size Higher Power Consumption Higher Cost
Slide 15: Huge Growth Potential
Huge Growth Potential The most reliable, secure Seamless integration into Targeting multi-national Each contract secured connectivity possible in any fleet, autonomous OEMs to incorporate brings potential for an exponentially lighter, vehicle, handheld device HALO into devices massive, scalable smal
Slide 16: Approaching Lift-Off
Approaching Lift-Off Before HALO With HALO Sales process: Demo -> Integration -> Sell Sales process: Demo -> Integration -> Sell • For each client • For each OEM, which has multiple clients Addressable Devices per client Addressable Devices per OEM • Hundreds of units per client • Tens of thousands
Slide 17: Go-To-Market Strategy
Go-To-Market Strategy Channel Partners Product Sales Cycle • Direct sales to large, multinational original electronics manufacturers (OEMs) in the USA and elsewhere Lead generation Proof of concept Launch • Large OEMs provide huge opportunity, with the integration of HALO into products at Demo Integ
Slide 18: Target Verticals
Target Verticals Vertical Market Size Description HLS Existing customers in Israel, UK, Indonesia, Africa, Singapore, Thailand, Australia and in talks to sell HALO in these regions and particularly USA Unmanned US$67B Unmanned vehicles on the ground and in the air. Working on opportunities in Israel
Slide 19: Financials
Financials 100% revenue growth Strong revenue growth - even in 1Q 2019 on 1Q 2018 before HALO from existing Multichannel and Rider products Huge revenue upside potential 1,800,000 1,600,000 1,400,000 From launch of HALO and 1,200,000 SaaS-based cloud-service offering, encompassing 1,000,000 800,000
Slide 20: Summary
Summary First to market with a superior product offering Huge growth potential from large multi-national OEMs Strong pipeline of over 200 leads Commercial contracts expected to be signed in CY 2019 Leveraged to large, growing market verticals Enormous upside as we move towards our vision to be the s
Slide 21: Thank You
Justin Rosenberg Media Enquiries Executive Director – Corporate Finance Daniel Paperny +61 2 8277 6683 Media & Capital Partners +61 403 185 194 + 61 433 339 454 Justin.Rosenberg@gleneagle.com.au Daniel.Paperny@mcpartners.com.au THANK YOU