Lleidanetworks Serveis Telematics Sa · BME:LLN
Lleidanetworks Serveis Telematics Sa — Lleida.net — Foro MedCap Madrid 2024
19 slides from Lleidanetworks Serveis Telematics Sa's conference presentation, May 2024
Slide 1: Investor Presentation - Foro MedCap Madrid
INVESTOR PRESENTATION FORO MEDCAP MADRID MAY28-30 2024
Slide 2: Investment Thesis
INVESTMENT THESIS Lleida.net (OTCQX:LLEIF) (EPA:ALLLN) (BME:LLN) is the top European player in the eSignature, eNotification, eContracting SaaS industry. Founded in 1995, the company’s future lies in the strength of its Intellectual Property portfolio; its proprietary technology has been awarded alm
Slide 3: Recent Highlights
• The company set up an Integral • As this moment, the company Recovery Plan to offset a series of six holds 310 patents granted in 69 bad quarters. Since Jan1, stock price nations and regions, including the has grown, YTD, by +70%. US, China and the European Union. • The strategy for 2023-2025 is b
Slide 4: A Look at Our Recent Financials (,000€)
A LOOK AT OUR RECENT FINANCIALS (,000€) 30000 22500 1,880 2,382 20,670 2,547 84 17,975 15000 2,194 16,421 1,080 1,681 13,661 1,347 12,360 9,881 7500 666 4,713 0 2017 2018 2019 2020 2021 2022 2023 2024 T1 Revenue Ebitda 42
Slide 5: Business Segments
BUSINESS SEGMENTS SaaS SMS WHOLESALE SERVICES SOLUTIONS SOLUTIONS Core commercial products are Our interconnection network Application to peer traffic for SaaS-based, including Click & reaches more then 150 sending large volume of Sign, USVC, eKYC, Openum countries through SMS and 2 information. eID
Slide 6: Our Core Offering Relies on Three Chief, State-of-the-Art Services
OUR CORE OFFERING RELIES ON THREE CHIEF, STATE- OF-THE-ART SERVICES FOCUSED IN SAAS Click & Sign – our cloud Openum eIDAS is the cloud Under eKYC name, we offer based eSignature platform. based solution for the a complete framework for electronic registered service Know Your Customer We provide our
Slide 7: Our Newest Product Has the Potential to Disrupt the Digital Signature Industry
BUT WE BELIEVE OUR NEWEST PRODUCT, HAS THE POTENTIAL TO DISRUPT THE DIGITAL SIGNATURE INDUSTRY, AGAIN. USVC (which stands for Universal Signature Validator Certificate) makes it possible to confirm the origin of any electronic signature and provide certainty about its origin and authenticity. It can
Slide 8: Recovery Plan
RECOVERY PLAN Since the company presented its Recovery Plan, in November, it has posted very favourable results and regular trading updates, regaining the confidence of the market. 28
Slide 9: These are the pillars of this new framework
These are the pillars of this new framework Streamlining our Focusing on Restoring Rationale for the operations profitability our value Restructuring Undertaken The company appointed a We have concentrated We want to egain the We have restructured to new management strucure, efforts on the most comp
Slide 10: And this is how we are working in the short term
And this is how we are working in the short term: Increasing profitability through process Emphasising standard solutions over optimisation and targeted sales custom projects Our goal for the upcoming quarters is to increase We are transitioning from offering customised profitability per sale by opt
Slide 11: IP as a Pillar
IP ASAPILLAR Two recent study by Coller IP values the just one family of the company’s SaaS IP at as much as €14.1 million, a conservative valuation of a single family of the company’s key intangible assets. This value is based upon the revenues generated from the IP for SaaS business. Our chain of
Slide 12: Key Sectors Trust Us
KEY SECTORS TRUST US Banks and fintech • Our solutions fit the needs of clients of Health services all sizes and geographies. • Our solutions cover all the Trust Energy and utilities Services environment. Real estate Insurance and insurtech Governments and administrations 12
Slide 13: Key Private and Public Contracts
KEY PRIVATEAND PUBLIC CONTRACTS 213
Slide 14: Listed in Five Markets
LISTED IN FIVE MARKETS Listed in Madrid since 2015, in Paris since 2018, in OTCQX International since 2020; quoted in Frankfurt and Stuttgart since March 2021. 14
Slide 15: Market Potential Growth
1680% MARKET • COVID—19 and the recent geopolitical POTENTIAL context is boosting the use of eSignature, eNotification and eContracting technologies, GROWTH globally. • There are over 75 countries globally that recognize the legal validity of eSignatures. • North America is expected to generate 33%
Slide 16: The Global eSignature Market Continues to Show Space for Growth
9000 Global eSignature Market, by type, THE GLOBAL $M (2013 – 2023) eSIGNATURE 6750 MARKET 4500 CONTINUES TO SHOW 2250 SPACE FOR GROWTH 0 2013 2014 2015 2016 2017 2019 2020 2021 2022 2023 Public key infrastructure Username and PIN Signature pad at POS Clickwrap Voice signature Others 216
Slide 17: Leadership Team and Board of Directors
LEADERSHIP BOARD OF TEAM DIRECTORS Sisco Sapena, CEO Sisco Sapena CEO Arrate Usandizaga, Chief Arrate Usandizaga, Executive Financial Officer, Jordi Ramon, Chief Executive Beatriz García Torre Technology Officer Antonio López del Castillo (Ind.) Beatriz García Torre, Chief Jorge Sainz de Vicuña Barr
Slide 18: ESG Commitment: B Rating (Feb'23)
ESGCOMMITMENT: “B"RATING (FEB’23) Lleida.net is one of the first companies in the BME Regarding corporate governance, the Growth space to have published an ESG report. report highlights its "Good governance" and its "Transparency and fiscal The document, recently prepared and published by responsibi
Slide 19: OTCQX: LLEIF · EPA: ALLLN · BME: LLN
OTCQX: LLEIF · EPA: ALLLN · BME: LLN ir@lleida.net investors.lleida.net