Asia Strategic Holdings Limited · LSE:ASIA
Asia Strategic — Investor Presentation (March 2023)
14 slides from Asia Strategic's investor presentation, March 2023
Slide 1: Empowering communities in emerging Asia
Empowering communities in emerging Asia MARCH 2023 1
Slide 2: Disclaimer
Disclaimer STRICTLY PRIVATE AND CONFIDENTIAL NOT FOR DISTRIBUTION This document has been prepared by and is the sole responsibility of the directors (the "Directors") of Asia Strategic Holdings Ltd. (the “Company"). The information in this document is still in draft form and has not been legally ver
Slide 3: Asia Strategic Holdings' Key Statements
A S I A S T R AT E G I C H O L D I N G S ’ K E Y S TAT E M E N T S A P U R P O S E - D R I V E N O R G A N I S AT I O N D R I V I N G I M PA C T AT S C A L E I N E M E R G I N G A S I A Purpose “To empower communities in emerging Asia” @PozzettoParis “To create economic development and upward social
Slide 4: Why Asia Strategic Holdings
W H Y A S I A S T R AT E G I C H O L D I N G S S T R O N G M A C R O F U N D A M E N TA L S A N D E S TA B L I S H E D C R E D E N T I A L S MACRO DRIVERS FAVO UR ABLE MAC RO ECO NO MIC BAC KDRO P E C O N O M I C C O N V E R G E N C E A C R O S S A S E A N , T H R O U G H O U T S H O C K S A N D V O
Slide 5: Favourable Macroeconomic Backdrop
FAVO U R A B L E M AC R O ECO N O M I C B AC K D R O P S T R O N G D E M O G R A P H I C S A N D G E O P O L I T I C A L R E L E VA N C E U N D E R P I N G D P G R O W T H Vietnam Myanmar GDP Growth % (2023) 6.7% 2.6% Last 3 Years GDP CAGR % 4.1% (4.8%) FDI Inward Flows (2021) ~US$16 bn ~US$1 bn Inf
Slide 6: High Double-Digit Revenue Growth Track Record
HIGH DOUBLE-DIGIT REVENUE GROWTH TRACK RECORD G R O W T H W E L L I N E X C E S S O F A S E A N G D P, E V E N T H R O U G H O U T C O V I D - 1 9 Group Revenues (US$m) Myanmar Vietnam 17.9 15.0 Acquisition of Wall 7.4 Street English Acquisition of Vietnam completed 7.5 EXERA Myanmar in Jul’20 Listi
Slide 7: Focused Portfolio of Tech-Enabled Businesses
FOCUSED PORTFOLIO OF TECH-ENABLED BUSINESSES G R O W I N G A C R O S S 2 C O R E S E C T O R S A N D 2 C O U N T R I E S I N E M E R G I N G A S I A EDUCATION SERVICES 12.1 9.3 5.7 5.8 4.0 3.4 FY Sep'20 FY Sep'21 FY Sep'22 FY Sep'20 FY Sep'21 FY Sep'22 No. of Student ~7,500 (o/w 3,850 in Vietnam) NA
Slide 8: Impact, Sustainability and Diversity at Scale
I M PA C T, S U S TA I N A B I L I T Y A N D D I V E R S I T Y AT S C A L E C O M M I T M E N T T O D E V E L O P A N D E M P O W E R L O C A L TA L E N T A N D C O M M U N I T I E S 2,300+ employees 63% female (excl. 1,600+ security officers) 7,500+ students 95% local 8
Slide 9: Aligned Management Team On-the-Ground
ALIGNED MANAGEMENT TEAM ON-THE-GROUND C O N T E X T U A L K N O W L E D G E W I T H I N - D E P T H I N V E S T M E N T & O P E R AT I O N A L C A PA B I L I T I E S Enrico Cesenni, OSI Jonathan Kolb Chief Executive Officer Chief Financial Officer (Italian, Myanmar based) (American, Vietnam based) •
Slide 10: Accountability Through LSE Listing
A C C O U N TA B I L I T Y T H R O U G H L S E L I S T I N G T R A N S PA R E N C Y, G O V E R N A N C E A N D A L I G N M E N T O F I N T E R E S T S • Listed on the Main Market of the London Stock Exchange with a Standard Listing, in compliance with the applicable Listing Rules Accountability • Am
Slide 11: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS T R A C K R E C O R D I N A S I A N M A R K E T S Richard Greer Christopher Clarke Non-Executive Chairman Non-Executive Director • 40+ years’ experience in corporate finance and investments • 40+ years’ experience in law and business incl. 30+ in Asia including 17+ yea
Slide 12: Proven Development Strategy
P R O V E N D E V E L O P M E N T S T R AT E G Y S U S TA I N A B L E O R G A N I C G R O W T H C O U P L E D W I T H S T R AT E G I C A C Q U I S I T I O N S VISION VISION Group To create economic development and upward social mobility for communities in Emerging Asia, while enabling access to in
Slide 13: Appendices
A. Appendices 13
Slide 14: Key Financial Indicators
K E Y F I N A N C I A L I N D I C AT O R S S U S TA I N E D G R O W T H S H A L L D R I V E P R O F I TA B I L I T Y O V E R T I M E Change in perimeter, following (i) acquisition of WSE Vietnam in July 2020 and (ii) renegotiation of existing operating and management agreements for WSE Myanmar in
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