Dorsavi Ltd. · ASX:DVL
Dorsavi — ASX Small and Mid-Cap Conference 2021
16 slides from Dorsavi's conference presentation, Mar 15, 2021
Slide 1: dorsaVi presentation at the ASX Small and Mid-Cap Conference
For personal use only 15 March 2021 dorsaVi presentation at the ASX Small and Mid-Cap Conference Melbourne, Australia, 15 March 2021: dorsaVi (ASX: DVL) (dorsaVi or the Company) will be participating in the ASX Small and Mid-Cap Conference on March 16 and 17, 2021 (Conference). Andrew Ronchi, CEO of
Slide 2: About dorsaVi
About dorsaVi dorsaVi Ltd (ASX: DVL) is an ASX company focused on developing innovative motion analysis device technologies for use in clinical applications, elite sports, and occupational health and safety. dorsaVi believes its wearable sensor technology enables, for the first time, many aspects of
Slide 3: ASX Small & Mid-Cap Virtual Conference March 2021
For personal use only ASX Small & Mid-Cap Virtual Conference March 2021
Slide 4: 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 5: 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 6: 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 FY18 FY19 FY20 RECURRING REVENUE-LED BUSINESS MODEL Consulting-led Transitory phase, Improved and revenue model, developing product, enhanced product, Despite continuation of lower margin, h
Slide 7: Recurring Revenue Strategy Underpins COVID Resilience
RECURRING REVENUE STRATEGY UNDERPINS COVID RESILIENCE Strategic shift towards Recurring …Underpins our resilience during … including increased buying activity revenue… COVID… from new customers into FY211 For personal use only +33% CAGR A$252k 1,504k H1 FY21 1,281k A$200k 856k A$679k Recurring reven
Slide 8: 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 9: Workplace Market: Corporate and Insurance
WORKPLACE MARKET: CORPORATE AND INSURANCE US$2.5bn For personal use only ~850k business sites1 @ $3k per year CORPORATE INSURANCE Contract with large, labour-intensive operating companies aiming to reduce Contract with insurance companies to reduce workplace claims from their corporate workplace inj
Slide 10: Clinical Market: Physio and Hospital in the Home
CLINICAL MARKET: PHYSIO AND HOSPITAL IN THE HOME US$1.7bn ~105k clinical sites @ $3k per year1 For personal use only ~1.5m procedures per year @ $800 per kit2 PHYSIO HOSPITAL IN THE HOME Provision of sensors to physical therapists aiming to optimise patient outcomes. Clinicians provide sensors to pa
Slide 11: 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 12: 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 13: 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 14: 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 15: 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 16: 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