Aeeris Ltd · ASX:AER
Aeeris — Investor Presentation (October 2021)
18 slides from Aeeris's investor presentation, Oct 11, 2021
Slide 1: Investor Presentation
October 2021 Investor Presentation 1
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Aeeris Ltd (ACN 166 705 595) (Aeeris or the Company). The information contained in this presentation is current at the date of this presentation. The information is a summary overview of the current activities of the Company and
Slide 3: Taking Action on Climate Risk
Taking Action on Climate Risk Our proprietary technology provides early warnings for severe weather events and all natural hazards. Clients include: 3
Slide 4: Corporate Snapshot
Corporate Snapshot KERRY PLOWRIGHT Capital Structure As at 8 Oct 2021 Executive chairman and CEO 23,326,622 Shares | 950,000 Performance Rights • Previous experience as an Army Officer. ASX Code AER • Founder Editor of NZ Green Magazine and Director of Earthtrust South Pacific. • Depth of experience
Slide 5: Financials Overview
Financials Overview Operating revenue CAGR FY17 to FY21 14% Operating revenue in FY21 $1.8m Annually recurring revenue (ARR) as of Sep 21 $2.0m 5
Slide 6: Highlights
Highlights ● ARR accelerating - an increase of $0.2m in 1Q22 due to contract wins with major insurers ● Climate Risk data and market gap validated by Big 4 Accounting firm ● Launching new products for the high growth ESG market 2.0 1.7 1.8 1.5 1.6 1.4 1.4 1.5 1.3 1.1 1.0 6
Slide 7: Proprietary Technology
Limited (ASX: AER) Proprietary Technology Bushfires, storms and other natural disasters cost $18.2bn per year in Australia 1. Proprietary Aeeris technology evaluates climate risks and provides localised warnings to save money and lives. These capabilities are powered by the Company’s Spatial Analysi
Slide 8: Core Products
Core Products Alerting Forecasting Real Time Data Advance warnings for: Tailored to client requirements with Monitoring of remote sensors for: • Severe weather alerts when specified thresholds • Water flow • Floods are exceeded. • Heat • Cyclones and tsunamis • Rainfall • Fires • Lightning • Lightni
Slide 9: Revenue Composition in FY21
Revenue Composition in FY21 Revenue Composition in FY21 Product Product Industry Industry 13% 15% 30% 13% 9% 53% 12% 21% 15% 19% Alerting Forecasting Hail Other Insurance Government Tourism Telco Mining Other https://aeeris.com/service.html 9
Slide 10: Growth Drivers
Growth Drivers 01 Regulation The regulatory and investment environment now demands quantifiable disclosure of physical and chronic climate risk by reporting entities. Directors and officers face personal liability with failure to 02 comply. Technology New technologies such as dual-pol radar algorith
Slide 11: Regulatory change a significant growth opportunity
Regulatory change a significant growth opportunity Recent events like the Australian Climate risks are now legally Aeeris are leaders in location bushfires of 2019-2020 have considered as foreseeable and based warning systems for all increased awareness for the need carries legal liability for types
Slide 12: Climate Risk on the Radar
Climate Risk on the Radar • BlackRock CEO Larry Fink ‘Climate change is now the lens through which Blackrock, and everyone following the world’s largest asset manager, will need to assess its next investment.’ 16 January 2021 • Regulators are in lockstep on approaching climate change as a financial
Slide 13: New products
New products Spatial Analysis Climate Risk Hail Seasonal Intelligence Forecasting Under development for several Uses Aeeris’s unique spatial data Providing real time updates of hail A ground-breaking approach to years the Spatial Analysis Risk record and big data analytics to size, location and dire
Slide 14: Climate Risk Intelligence
Climate Risk Intelligence 14
Slide 15: Total addressable market of >$50bn for the core product
Total addressable market of >$50bn for the core product Private weather forecasting Given that Australia represents At Aeeris we believe that the and alerts represent a US$7bn 1.6% of global GDP we estimate market for Climate Risk is market in the USA alone, the global addressable market even bigger
Slide 16: Application of Risk Data
Application of Risk Data Climate Risk Disclosure: Disclosure of physical and chronic risks Actionable Intelligence: Data that can be used to increase resilience Immediate Mitigation: Easy and effective means to apply mitigation measures https://www.earlywarningnetwork.com.au/services-climate-risk 16
Slide 17: Unique Data – Climate Risk Platform V.1
Unique Data – Climate Risk Platform V.1 ► Historical geospatial event data uniquely mapped and analysed by the company to obtain an accurate physical and chronic risk score for any location ► Solution fills gap in risk data as identified and validated by big four auditors ► Use real data vs syntheti
Slide 18: Why Aeeris?
September 2021 Unique Data – Climate Risk Platform V.1 ► World-class technology ► Scalable business model Why Aeeris? Investment Rationale ► Growing annuity revenues n ► Proprietary data 11 October 2021 18 This presentation has been approved and authorised to be lodged with ASX by the Board of Aeeri