Senstar Technologies Corporation · NASDAQ:SNT
Senstar Technologies — Investor Presentation (December 2024)
19 slides from Senstar Technologies's investor presentation, December 2024
Slide 1: Senstar Technologies Investor Presentation
Senstar Technologies (Nasdaq GM: SNT) I n v e s t o r P r e s e n t a t i o n D e c e m b e r 2 0 2 4 Fabien Haubert, CEO Alicia Kelly, CFO
Slide 2: Today's Presenters
Today’s Presenters Fabien Haubert Alicia Kelly Chief Executive Officer Chief Financial Officer 2
Slide 3: Safe Harbor
Safe Harbor The information contained in this presentation does not purport to be all inclusive or to contain all information that prospective investors may require. Prospective investors are encouraged to conduct their own analysis and review of information contained in this presentation as well as
Slide 4: Senstar At A Glance
Senstar-At-A-Glance 40+ years experience 130+ employees Advanced PIDS Sensing and Information Management Solutions and Services for the Evolving Security Needs of Critical Infrastructure Globally Product Innovation Growth Levers Disruptive AI solutions meeting evolving Focus on growing niche vertica
Slide 5: Globally, the Need for Physical Security is Rapidly Rising
Globally, the Need for Physical Security is Rapidly Rising • Increased vulnerability to terrorism, activism, sabotage, vandalism, theft • Rising need to protect people, environment and economies • Increasing regulatory requirements 5
Slide 6: Advanced Security Solutions for Critical Infrastructure
Advanced Security Solutions for Critical Infrastructure Information P ro fe ssi o n a l Sensors Management Services Perimeter Intrusion Video & Security Design Detection (PID) Sensors Management Software Commissioning Maintenance Analytics & AI Solutions 6
Slide 7: Senstar's Sensors – Fence Mounted, Above Ground & Buried
Senstar’s Sensors – Fence Mounted, Above Ground & Buried Widest range of Perimeter Intrusion Detection Systems (PIDS) sensors 7
Slide 8: Information Management
Information Management Video and Security Management Software (VMS & SMS) & Analytics and AI Solutions 8
Slide 9: Drive Technology Convergence
Drive Technology Convergence POPULAR CONSUMER TECHNOLOGY CONVERGENCE 9
Slide 10: Drive Technology Convergence
Drive Technology Convergence Analytics CONVERGENCE Camera Radar MEM Converge functionalities into a single device PIR HF 10
Slide 11: AI-powered Senstar MultiSensor Synthesizes Data from Multiple Sensing Technologies
AI-powered Senstar MultiSensor Synthesizes Data from Multiple Sensing Technologies Secure critical Zero Nuisance spots in non- Alarms critical infrastructure Our Customers’ Benefits Senstar’s Benefits Zero nuisance alarms Leaner business model Unrivaled detection Expands addressable market Full situ
Slide 12: Global Presence
Global Presence Protecting critical assets in >100 countries We serve customers globally Global Sales * 12% North America 52% Europe 35% APAC LATAM (as % of Rev*) *Sales by region as of the year ended December 31, 2023 12
Slide 13: Senstar's Financial Profile
Senstar’s Financial Profile Improving Growth & Profitability Strong Balance Sheet • YOY revenue up 8%, YTD up 7% • Cash flow positive • Q3 2024 YOY gross margin lift to 68% from 57% • Well-capitalized to execute its growth strategy • 4% reduction in operating expense • EBITDA increase of $1.7 M Q3 2
Slide 14: Executing Our Growth Levers
Executing Our Growth Levers Leverage Innovation to Expand Market Share & Grow Addressable Market Focus on growing targeted verticals Address opportunities in security and beyond MultiSensor broadening our addressable market 14
Slide 15: Focused on Growing Market Needs
Focused on Growing Market Needs UTILITIES CORRECTIONS LO G I S T I C S & ENERGY M A N U FA C T U R I N G • Increased threats and • Crucial to modern • Balancing cost with • Attacks present hazard expanding applications commerce safe environments, to human, • Protect electrical, water, • Protect ware
Slide 16: Focused on Growing Market Needs
Focused on Growing Market Needs AIRPORTS D ATA C E N T E R S BORDERS GOVERNMENT & M I L I TA R Y • The newest form of • Protect borders with • Deployed at military • Protect some of the critical infrastructure, fence, video, and buried facilities world’s largest and they power the digital sensing pr
Slide 17: Expand Our Route-To-Market Strategy
Expand Our Route-To-Market Strategy Strengthen our global network of certified VARS and SIs Strengthen global end-user promotions • Develop brand awareness • Achieve “approved supplier” status • Promote cross-selling Develop reseller network to expand under-penetrated regions Create new go-to-market
Slide 18: Operating Model
Operating Model Achieve Ongoing Organic Growth At or Above Market Rate Above Above High 10% 60% Teens Annual Organic Gross EBITDA Growth Margin Margin Key Operating Metric Targets 1 EBITDA margin for Senstar Group only, excludes corporate expenses of Senstar Technologies. 18
Slide 19: Thank You.
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