Aerovironment, Inc. · NASDAQ:AVAV
Aerovironment — Merger or Acquisition (January 2021)
10 slides from Aerovironment's merger presentation, Jan 13, 2021
Slide 1: Conference Call
052620Slide 1© 2021 AeroVironment, Inc. – Proprietary Information Conference Call PRESENTER NAME January 13, 2020
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements in this presentation may constitute "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imp
Slide 3: Acquiring Arcturus UAV to Expand Portfolio and Accelerate Growth
Acquiring Arcturus UAV to Expand Portfolio and Accelerate Growth Transaction Structure Management / HQ Strategic and Financial Benefits Clear Pathway to Close AeroVironment to acquire Arcturus UAV for $405 million in cash and stock; Arcturus UAV to become wholly-owned subsidiary of AeroVironment Pri
Slide 4: Arcturus UAV is a Leading Provider of Group 2 and 3 UAS
Arcturus UAV is a Leading Provider of Group 2 and 3 UAS Highlights Key Products Leading global designer and manufacturer of Group 2 and 3 high performance unmanned aircraft systems Provider of end-to-end field services, including FSR recruiting, training and deployed operations management ~270 emplo
Slide 5: Transaction to Deliver Strategic & Financial Benefits to Stakeholders
Transaction to Deliver Strategic & Financial Benefits to Stakeholders Expands Addressable Segments Provides AeroVironment access to $1 Billion+1 annual Group 2 and 3 UAS segments Expands AeroVironment’s unmanned aircraft systems portfolio into the mid-sized and large-UAS categories, which represent
Slide 6: Arcturus UAV Expands AeroVironment's Reach to Group 2 and 3 UAS Segments
Arcturus UAV Expands AeroVironment’s Reach to Groups 2 and 3 U.S. DoD UAS Segments - AeroVironment and Arcturus UAV Solutions and Primary Incumbents Operating Altitude (notional) Puma LE T -15 ScanEagle Blackjack JUMP 20* T-20 Shadow Gray Eagle Reaper Global Hawk Acquisition expands AeroVironment’s
Slide 7: Group 2, 3 and COCO Services Offer Significant Revenue Potential
Groups 2, 3 and COCO Services Offer Significant Revenue Potential ($ in Millions) $3,000 $2,500 $2,000 $1,500 $1,000 $500 $0 Forecast Contract Value 470 440 120 743 1589 309 U.S. Army – FTUAS The U.S. Army is seeking to replace the Shadow UAS while introducing new capabilities Arcturus UAV is one of
Slide 8: Transaction Creates Significant Value for All Stakeholders
Transaction Creates Significant Value for All Stakeholders Shareholders Immediately accretive to revenue growth, margin profile and non-GAAP EPS Expands reach to the higher growth Group 2 and 3 UAS segments Further diversifies revenue, product and program mix with recurring revenue model that improv
Slide 9: Combination Accelerates Growth Strategy and Enhances Industry Presence
Combination Accelerates Growth Strategy and Enhances Industry Presence Brand and Global Footprint AeroVironment can grow Arcturus UAV’s Group 2 and 3 UAS international sales through its brand and roster of international customers Rich Technology Portfolio Combine internally developed technologies in
Slide 10: ir@avinc.com 052620Slide – Proprietary Information+1 (805) 520-8350
ir@avinc.com 052620Slide 10© 2021 AeroVironment, Inc. – Proprietary Information+1 (805) 520-8350