Slide 1: ASX Announcement: Investor Presentation \u2014 NWR Security Technology Small Cap Virtual Conference
Level 2, 40 Gloucester Street The Rocks NSW 2000 Australia Telephone (+61) 2 9137 7300 TZ Limited www.tz.net ABN 26 073 979 272 11 July 2024 ASX Announcement Investor Presentation — NWR Security Technology Small Cap Virtual Conference TZ Limited (ASX: TZL)(TZ or the Company) will conduct an investor
Slide 2: TZL Investor Presentation
For personal use only TZL Investor Presentation NWR Security Technology Small Cap Conference 11 July 2024
Slide 3: Disclaimer
Disclaimer Future Performance The information contained in this presentation has been Forward looking statements, opinions and estimates provided in this prepared by TZ Limited ACN 073 979 272 (Company). For personal use only presentation are based on assumptions and contingencies which are subject
Slide 4: Who we are
Who we are … ASX: TZL For personal use only Global provider of smart locking, access control, and smart locker solutions TZI UK TELEZYGOLOGY, INC. TZ LIMITED TZI SINGAPORE TZI AUSTRALIA Top 20 Shareholders own 75% of Company Quality Register 3 TZ.net
Slide 5: Where we participate: Smart Lockers
For personal use only Where we participate … Smart Lockers
Slide 6: Smart Locker Solution Specialists
Smart Locker Solution Specialists Preferred Supplier to the world’s leading corporations For personal use only 5 TZ.net
Slide 7: Where we participate: Data Centre Security
For personal use only Where we participate … Data Centre Security
Slide 8: DC Micro-Security Solution Specialists
DC Micro-Security Solution Specialists Preferred Supplier to the world’s leading DC Operators For personal use only 7 TZ.net
Slide 9: Business Snapshot (unaudited management accounts)
Business Snapshot (unaudited management accounts) REVENUE RECURRING REVENUE EBITDA ~ $14m $3.8m ~ $0.7m For personal use only (forecast) Revenue Recurring Revenue EBITDA AUD $m AUD $m AUD $m $25 $4.0 Management $4.0 Restructure $20 $2.0 $3.0 2020 2021 2022 2023 $15 $0.0 2024 $2.0 Forecast $10 -$2.0
Slide 10: We have some growth in established sectors
We have some growth in established sectors For personal use only 4,360 higher education institutions in the US. Less than 500 are currently using Parcel Lockers. Grow business in Grow Corporate Locker US Educational Sector business with Large Enterprise Customers 9 TZ.net
Slide 11: FY25: A new growth path
FY25: A new growth path … For personal use only Grow by Acquisition (debt-funded) Tenant App / Residential Play High-rise Residential, Mixed Use, Build to Rent, Aged Care All high growth sectors 368,000 high rise residential apartments in Australia Over 5M condos in the USA 10 TZ.net
Slide 12: What is a Tenant App?
What is a Tenant App? For personal use only A mobile app that provides tenants with a platform to access a range of Tenant services … > Facility Bookings > Tenant Communication > Payment Services > Rental Administration A micro-social platform 11 TZ.net
Slide 13: Synergy?
Synergy? Regional Established Market Operations Launch platform Already sell into the into international For personal use only residential market markets Established Established Customers Infrastructure Property Developers, Cloud Services, Property Managers, Security Compliance Existing Clients SW C
Slide 14: The Tenant App Market
The Tenant App Market For personal use only High growth sector with big Recent $45m cap raise players in the market Strong Market Activity acquisitions, expansion capital, etc.. >OverEssensys – $45M cap $300m of acquisitions raise LANE & RISE > VTS – over $300M in acquisitions (LANE and RISE) 13 TZ.