Dorsavi Ltd. · ASX:DVL
Dorsavi — Investor Presentation (May 2021)
17 slides from Dorsavi's investor presentation, May 6, 2021
Slide 1: Investor Presentation May 2021
For personal use only Investor Presentation May 2021
Slide 2: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only SCALABLE WORLD-CLASS TECHNOLOGY Tailored motion sensor products developed over several years, uniquely available to the workplace and clinical market, and differentiated by its global approvals (FDA, TGA, CE Mark ) SUCCESSFUL TRANSITION TO HIGHER MARGIN, P
Slide 3: Unique, Validated and Proven Technology
UNIQUE, VALIDATED AND PROVEN TECHNOLOGY For personal use only WHAT IS OUR TECHNOLOGY? Wearable sensors that measure movement and muscle activity at 200 frames per second paired with patented algorithms HOW DOES IT WORK? Movement - measured through use of accelerometers, magnetometers and gyroscopes
Slide 4: Successful Transition from Low to High Margin Revenue
SUCCESSFUL TRANSITION FROM LOW TO HIGH MARGIN REVENUE For personal use only H1 FY21 RESILIENCE UNDERPINNED BY RECURRING FY18 FY19 FY20 REVENUE-LED BUSINESS MODEL Consulting-led revenue Transitory phase, Improved and Despite continuation of model, lower margin and developing product, dual enhanced pr
Slide 5: Recurring Revenue Strategy Underpins COVID Resilience
RECURRING REVENUE STRATEGY UNDERPINS COVID RESILIENCE …Underpins our resilience during … including increased buying activity For personal use only Strategic shift towards Recurring revenue… COVID… from new customers into FY211 +33% CAGR A$807k 1,504k 1,281k H1 FY21 ~A$430k Medtronic 856k A$679k Stag
Slide 6: dorsaVi Has a Global, Blue-Chip Customer Base
DORSAVI HAS A GLOBAL, BLUE-CHIP CUSTOMER BASE UK For personal use only 20% FY20 revenue Strong traction in transport and USA construction 55% FY20 revenue Key target market going forward Past and current clients AUS Past and current clients 25% FY20 revenue Strong traction in supermarket retail and
Slide 7: Two Valuable Target Markets
TWO VALUABLE TARGET MARKETS For personal use only Core product lines Workplace market Clinical market HOSPITAL IN CORPORATE INSURANCE PHYSIO THE HOME aka Physical Therapy Contract with large, labour- Contract with insurance Provision of sensors to Provision of sensors from intensive operating compan
Slide 8: Workplace – Corporate: Large Untapped Market
WORKPLACE – CORPORATE: LARGE UNTAPPED MARKET For personal use only Validated and proven technology Solving for a large, unmet and costly need ▪ The total direct cost of non-fatal 87% reduction in lower back workplace in US is US$60bn1, with injuries, resulting in indirect costs up to 5x larger2 prod
Slide 9: Workplace – Insurance: Large Value Upside with Network Effect
More companies sign WORKPLACE – INSURANCE: LARGE VALUE directly with dorsaVi ▪ DorsaVi is introduced to companies UPSIDE WITH NETWORK EFFECT through the insurer’s network ▪ A supermarket chain has now signed For personal use only directly with dorsaVi (following Successful results seen successful QB
Slide 10: Clinical – Physical Therapy: Base Market with Room to Grow
CLINICAL – PHYSICAL THERAPY: BASE MARKET WITH ROOM TO GROW For personal use only The problem dorsaVi’s products are in over 300 sites in US1 ▪ Physical therapists need to be able to objectively assess their patients‘ movements in and out of the clinic 1 15 1 4 28 ▪ Complex, subtle movements need to
Slide 11: Clinical – Hospital in the Home: Great Value Opportunity
CLINICAL – HOSPITAL IN THE HOME: GREAT VALUE OPPORTUNITY For personal use only The dorsaVi solution Driving opportunities with global, high-value customers ▪ In the competitive medical devices market, organisations want to dorsaVi has signed a improve their product offering and second stage evaluati
Slide 12: Well Positioned to Deliver Next Phase of Growth
WELL POSITIONED TO DELIVER NEXT PHASE OF GROWTH For personal use only Building blocks now ..to deliver strong ..and take advantage firmly in place.. operating leverage.. of strong tailwinds ✓ Years of R&D to ✓ Recurring revenue with ✓ Increasing corporate optimise technology low customer churn focus
Slide 13: Focusing on Recurring Revenue Growth with Significant Whitespace Ahead
FOCUSING ON RECURRING REVENUE GROWTH WITH SIGNIFICANT WHITESPACE AHEAD For personal use only Build recurring revenue Grow channel partners New global platform Continue growing revenue with proven Focus on strategic agreements with In talks with S&P500 customers, aided product, supported by strong ta
Slide 14: High Quality Board and Management, with Top Tier Experience
HIGH QUALITY BOARD AND MANAGEMENT, WITH TOP TIER EXPERIENCE For personal use only Greg Tweedly ▪ Director of Melbourne Health, Deputy Chair EPA Victoria and Chair of the Personal Injury Education Foundation Non-executive Chairman ▪ Previously Director and Chief Executive Officer of the Victorian Wor
Slide 15: Corporate Information
CORPORATE INFORMATION For personal use only About dorsaVi Share price performance (last 12 months) ▪ Specialises in the development of wearable Acps sensor technology 9 ▪ Proprietary software to measure movement and 8 muscle activity 7 ▪ Core focus on US workplace and clinical markets 6 Trading info
Slide 16: Important Information and Disclaimer
IMPORTANT INFORMATION AND DISCLAIMER Not financial product advice or offer For personal use only This presentation does not constitute an offer of securities or investment, legal, taxation or other advice and the presentation does not take into account your investment objectives, financial situation
Slide 17: Contact us
For personal use only Contact us: Website: www.dorsavi.com Andrew Ronchi Chief Executive Officer Social media: LinkedIn: dorsaVi T: +61 417 882 267 Twitter: @dorsavi E: ar@dorsaVi.com