Nanosonics Limited · ASX:NAN

Nanosonics — Wilson Rapid Insights Conference May 2018

14 slides from Nanosonics's conference presentation, May 2018

1. Slide 1: Company Overview

   Company Overview Investor Presentation – Wilson Rapid Insights Conference May 2018 Michael Kavanagh CEO, President and Managing Director McGregor Grant, Chief Financial Officer and Company Secretary Investor Presentation May 2018 1

2. Slide 2: Disclaimer

   Disclaimer This presentation is intended to provide a general outline only and is not intended to be a definitive statement on the subject matter covered in it. The information in this presentation, whether written or verbal, has been prepared without taking into account the commercial, financial or

3. Slide 3: Our Mission, Company Overview and Key Corporate Data

   Our Mission Company Overview Key Corporate Data 1 Share • ASX 200 listed healthcare company specialised price $2.63 in the development and commercialisation of Shares infection control solutions on issue 299.3 million • First product, trophon® EPR – proprietary Market automated technology for low te

4. Slide 4: A Real Market Need

   A Real Market Need Fundamentals for adoption continue to strengthen with an increasing number of international guidelines requiring high level disinfection for semi critical probes Risk of cross contamination with Traditional mechanisms trophon® setting ultrasound probes of decontamination a new Sta

5. Slide 5: trophon: Setting a new standard of care

   trophon® The trophon® EPR is an automated system that delivers effective, efficient and safe high level disinfection of ultrasound probes Setting a new trophon® Consumables Accessories standard of care Key Features • Highly effective in killing bacteria, fungi and viruses including the highly resist

6. Slide 6: Significant Global Market Opportunity

   Significant Global Market Opportunity Installed Base Opportunity Market Penetration Cumulative Installed Base 16,040 • Increasing number of international guidelines Global 13% 14,160 requiring high level disinfection supporting growing international demand 120,000 10,130 6,250 H1 • Nanosonics expand

7. Slide 7: Expanding global presence

   Expanding global presence UK Saudi Arabia Nanosonics direct Exploring distributor operation in place and partnership for North America growing. Guidelines market entry now in place in Nanosonics direct England, Scotland, operation with over 50 people. GE Wales and Northern Qatar Ireland. Strong Dist

8. Slide 8: Significant revenue opportunity per installed machine

   Significant Annuity revenue stream per revenue trophon installed opportunity per machine from consumables Consumables Service/spares used in every high level • Each trophon • One year warranty. disinfection generates an average of $3,000 • Option to purchase cycle, annual per annum in annual or mult

9. Slide 9: Replacement/upgrade expected after 5-7 years

   Replacement/ Replacement/upgrade expected after Upgrade Opportunity 5-7 years Age distribution of global Installed Base at December 2017 Significant 30% replacement/ 25 upgrade 20 opportunity as 15 installed base 10 ages and new 5 generation devices are 0 Age 1yr 2 yrs 3 yrs 4 yrs 5 yrs 6 yrs 7 yrs

10. Slide 10: North American Market – trophon becoming standard of care

    North American Market – trophon becoming standard of care Installed Base Opportunity Strong rate of adoption Over 14,000 units installed across >3,000 facilities North America Cumulative Installed Base 14,100 Over 42,000 ultrasound 40,000 12,400 8,700 procedures trophoned Units 5,000 H1 each day wit

11. Slide 11: Nanosonics revenue profile: range of selling models

    Range of selling models 1 Direct Channel Distribution Channel Managed Full Service Capital Capital Sale equipment service Rental Distribution Reseller Market • Capital equipment sold • Nanosonics provides • Customer rents capital • Distributor purchases • Distributor purchases upfront with 12 month

12. Slide 12: Significant R&D Investment being made into Product Expansion Strategy

    New Product Second generation of trophon® approved by Development the FDA in May 2018 and now targeting one or more new infection prevention solutions by end of FY20, subject to regulatory approval Significant R&D Investment Investment in R&D $9.5m being made into Product $7.3m Expansion $4.1m $4.9m

13. Slide 13: Our People and Our Board

    Our People Our Board Nanosonics has a highly David Fisher BRurSc (Hons), Marie McDonald BSc (Hons), LLB Michael Kavanagh BSc, MBA Maurie Stang Non-Executive Steven Sargent BBus, FAICD Richard England FCA, MAICD experienced and MAppFin, PhD, (Hons) (Advanced) Chairman Non-Executive Non-Executive FFin

14. Slide 14: Thank you

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