Pennant International Group Plc · LSE:PEN

Pennant International — Investor Presentation (August 2022)

23 slides from Pennant International's investor presentation, August 2022

Slide 1: Company Briefing August 2022
Company Briefing August 2022 Copyright 2022 © Pennant International Group Plc. All other trademarks are the property of their respective owners. PENNANT INTERNATIONAL GROUP PLC COMPANY PRESENTATION
Slide 2: Disclaimer
Disclaimer This content of information contained in these slides and the accompanying presentation comprises an institutional presentation (the Presentation) which has been prepared by and is the sole responsibility of Pennant International Group Plc (the Company). The content of this Presentation h
Slide 3: About Pennant
About Pennant Pennant International Group was established over 60 years ago. The company has evolved over the past six decades to become a market-leading, technology-led business with a truly global customer base. Our capabilities encompass the conversion of full-size aircraft into training tools, i
Slide 4: Macro environment
Macro environment Landscape • Entering a period of expansion in defence spending not seen for some time • Russian-Ukraine war has highlighted the importance of national security and strategic investment in capability • Expectation of budget expansion, including: • Investment in equipment and upgrade
Slide 6: Strategic Framework
Strategic Framework Our vision: “Our vision is to be the leading provider of world-class integrated training technologies and product support for the defence, rail, and other safety critical industries.” Our mission: “To deliver sustainable growth in shareholder value through innovation, diversifica
Slide 7: Strategy
Strategy Implementing our strategy: • Repositioned business – following acquisition of R4i software suite • Mix shift towards higher margin software-linked activities • Increasing recurring revenue, diversifying global revenues • Investing in the future: • New GenS software • Completion of the Engin
Slide 9: Financial Summary
Return to positive EBITA; business mix transformed; significant gross Financial Summary margin improvement: • First half revenues of £6.9 million of which circa 65% are recurring • 52% of revenues generated from software licensing and associated activities (H1 2021: 35%) • Record gross margin of 41%
Slide 11: Pennant Model
Pennant Ecosystem Pennant Model End to end unique capability offered globally Copyright 2022 © Pennant International Group Plc. All other trademarks are the property of their respective owners.
Slide 14: IPS Software solutions
GenS Product Suite IPS Software solutions • Manages Logistics Support Analysis data • Maintain detailed configuration of complex equipment • Interfaces with ERP Systems • Compatible with S1000D delivery standard for R4i and data-sharing with Analyzer Analyzer • Fast, accurate and user-friendly optim
Slide 15: IPS Software solutions
IPS Software solutions When are the IPS software tools used? 1. Have a Logistics Support Analysis requirement 2. Need to re-use data directly from design/engineering 3. Core data is duplicated at least 50% across Illustrated Parts Books, Operations Procedures, Repair/Maintenance and Test Procedures,
Slide 16: IPS Software solutions: customer attributes
Customer attributes: IPS Software solutions The types of customers or industries that tend to have this type of pain normally tick 5 of the 7 below: 1. Build large equipment 2. Build complex equipment 3. The equipment has a lot of systems and parts 4. The equipment has a long life – minimum of 10 ye
Slide 18: Technical Training Market Drivers
Solutions Technical Training Market Drivers • Enhance quality • Reduce training times • Reduce cost • Improve safety Copyright 2022 © Pennant International Group Plc. All other trademarks are the property of their respective owners.
Slide 19: Technical Training Pennant Focus
Solutions Technical Training Pennant Focus • Software-based, cost-effective on repeat orders • Modular, enables customer to buy add-ons and upgrades • High quality, generates good engagement in trainers and students • Targeted to specific training needs Copyright 2022 © Pennant International Group P
Slide 20: Technical Training Products
Solutions Technical Training Products • ESST, powered by VATS • Virtual Loadmaster • GenSkills, Mks 1, 2 and 3 • Track Access Portal • Adaptive Learning Copyright 2022 © Pennant International Group Plc. All other trademarks are the property of their respective owners.
Slide 22: Looking forward
Looking forward Pennant – the future • Sustainable (recurring revenue) growth and profitability • ‘Full spectrum’ of Pennant products and services offered and delivered in all three key regions • Complementary / strategic acquisitions – focus on software and services • Successful launch and cementin

Pennant International Group — Investor Presentation (August 2022) on 6ix

Pennant International — Investor Presentation (August 2022)

Slide 1: Company Briefing August 2022

Slide 2: Disclaimer

Slide 3: About Pennant

Slide 4: Macro environment

Slide 5: Strategy

Slide 6: Strategic Framework

Slide 7: Strategy

Slide 8: Financials

Slide 9: Financial Summary

Slide 10: Capabilities & Customers

Slide 11: Pennant Model

Slide 12: Global Customers

Slide 13: IPS Software Solutions

Slide 14: IPS Software solutions

Slide 15: IPS Software solutions

Slide 16: IPS Software solutions: customer attributes

Slide 17: Technical Training Solutions

Slide 18: Technical Training Market Drivers

Slide 19: Technical Training Pennant Focus

Slide 20: Technical Training Products

Slide 21: Outlook

Slide 22: Looking forward

Slide 23: Philip Walker CEO