Technology One Limited · ASX:TNE
Technology One — Shareholder Meeting (February 2022)
12 slides from Technology One's shareholder meeting presentation, Feb 23, 2022
Slide 1: FY21 Annual General Meeting
FY21 Annual General Meeting Update image and content Adrian Di Marco Executive Chairman ... 1 Disclosure Statement TechnologyOne Ltd Annual General Meeting – 23 February 2022 Technology One Ltd (ASX: TNE) today conducted its Annual General Meeting at the Brisbane Convention & Exhibition Centre. Thes
Slide 2: Record Profit; Dividend up 8%
Record Profit Net Profit Before Tax of $97.8m up 19% Top End of Guidance 12 consecutive years of Record Profit Guidance provided was Net Profit Before Tax of $94.3m to $98.6m 3 Dividend up 8% Compound growth 12%, over 10 years Half 1 3.82 cps, Dividend last ten years up 10% (60% franked1) Up 8% Half
Slide 3: Our success is driven by our Global SaaS ERP solution
Our success is driven by our Global SaaS ERP solution 5 Organic SaaS growth powers our business SaaS ARR $192.3m up 43% 6 3
Slide 4: What is TechnologyOne SaaS?
637 Enterprise customers on TechnologyOne SaaS up 18% from 539 enterprise customers pcp 7 What is TechnologyOne SaaS? A single global instance of our enterprise software run at massive scale for all our customers 8 4
Slide 5: Why is TechnologyOne SaaS different to other SaaS products?
TechnologyOne Enterprise SaaS – One Global Code Line Economies of scale - Massively scalable, Highly efficient, Cost effective Company A Company B Company C Company D One Global Code Line TechnologyOne Enterprise Software as a Service Company A Database | Configuration Company B Database | Configura
Slide 6: Total ERP Solution
Total ERP Solution Power of a single integrated solution Human Business Student Performance Property Strategic Asset Syllabus Plus Financials Resources Analytics Management Planning & Rating Management Enterprise & Payroll Enterprise Enterprise Enterprise Corporate Enterprise Supply Chain Asset Spat
Slide 7: Our global SaaS ERP solution transforms our customers' business
Our global SaaS ERP solution transforms our customers’ business, and makes life simple for them One Solution, One Vendor, One Code-line, One Experience Massive economies of scale 13 Enabling a digital revolution Any device, Anywhere, Anytime 14 7
Slide 8: End of On Premise October 2024; $500m+ ARR by FY26
End of On Premise October 2024 15 We are on track to hit $500m+ ARR by FY26 Total ARR in FY21 was $257.5m, this will be an additional $242.5m in revenue by FY26. 16 8
Slide 9: Clear Strategy; Positioned for continuing growth
Clear Strategy ERP software - one solution, one vendor Deepest functionality for the markets we serve Global SaaS solution - one global code line, mass economies of scale Any device, Anywhere, Anytime - Enabling a digital revolution Power of One - One vendor, One experience Powerful Subscripti
Slide 10: Executive Rem key to our success; Corporate Governance
Executive Rem key to our success Exceptional result during COVID Profit Before Tax of $97.8m up 19%, SaaS ARR growth of 43% Consulting Profit up 14% UK profit of $1.6m, up 100+% Profit Before Tax Margin increased from 28% to 31% Dividend up 8% Adjusted ROE 60+% Clear alignment betw
Slide 11: Final Word
Final Word 21 Continuing strong growth Experienced and renewed Board, working extremely well Experienced and proven Executive team, led by our talented CEO, Ed Chung Clear strategy for continuing growth: Market Focus, Global SaaS, UK, DXP and more… 22 11
Slide 12: technologyone
technologyone transforming business, making life simple 12