Amiad Water Systems Ltd · TASE:AMD
Amiad Water Systems — Q3 2022 Earnings Presentation
12 slides from Amiad Water Systems's earnings presentation, November 2022
Slide 1: Amiad Water Systems Ltd. Investors Presentation
Amiad Water Systems Ltd. Investors Presentation
Slide 2: Disclaimer
Disclaimer This presentation was prepared by Amiad Water Systems Ltd. (the "Company") and does not constitute an offer to purchase or sell securities of the Company or an invitation to receive such offers and is intended for the provision of general information only, which is naturally partial as pa
Slide 3: About Amiad
About Amiad Amiad Water Systems develops, manufactures and markets water treatment and filtration solutions for industry and irrigation. 60 years of Approximately 700 The only global water filtration Constant innovation activity employees company featuring • Over 30 product lines launched a comprehe
Slide 4: Increased Demand for Water Treatment Worldwide
Increased Demand for Water Treatment Worldwide Amiad's filtration solutions respond to global sustainability trends of saving water & energy. Water Scarcity Circular Economy Regulation New ways of utilizing contaminated Water reuse for industrial Environmental regulation and water sources dictate pu
Slide 5: Amiad's Added Value
Amiad's Added Value Water & Energy Reduction Product Innovation Remote Control & Real Technology Leadership Time Bilateral Data Transfer Integration with Exisitng Familiarity with Customers’ Systems at Customer Sites Needs in Diverse Applications Innovation Awards EIMA Mention 2018 I M&E Excellence
Slide 6: Amiad's Intelligent Controllers
Amiad’s Intelligent Controllers The World is Adopting Innovation Continuous usage increase in Amiad's controllers worldwide Taking control to the next level 32,000 Amiad's ADI-X is the first and only advanced controller in the 28,000 24,000 market with cloud-based communication, transforming the 20,
Slide 7: Target Markets: Industrial Use Case
Target Markets Industrial Use Case Diverse applications 2021 sales 45.8 $48 million 33.0 34.3 34% Market Share - 5% INDUSTRY Direct market size Growth Potential Approx. $900 million Growing demand for water reuse and treatment due to environmental regulations and economic needs 1-9.2020 1-9.2021 1-9
Slide 8: Target Markets: Agricultural Use Case
Target Markets Agricultural Use Case Protection of precision drip & irrigation 51.0 50.2 systems 42.9 2021 sales IRRIGATION $67 million Direct market size Market Share - 25% Approx. $270 million Growth Potential World population growth generates increased investment in new and existing 1-9.2020 1-9.
Slide 9: Success Story
Success Story Amiad Recycles Water for Higher Energy Efficiency Wastewater filtration utilized in Aquifer Thermal Energy Storage (ATES) system, Denmark The Challenge 1 | Low pressure filtration Maximum working pressure of up to 2 bar | Efficient energy usage Lowest possible energy and water consumpt
Slide 10: Ongoing Improvement in Profitability
Ongoing Improvement in Profitability Results the first 9 months of the year 95.9 85.2 12.6% 75.8 12.3 12.8% 10.9 83.5% 11.4% 6.7 6.9% 6.7 24.4% 5.4 5.4 5.7% 4.1 2.7 Adjusted Without IAS 29 2020 2021 2022 2020 2021 2022 2020 2021 2022 Revenue Operating Profit Attributable Net Profit Million USD Milli
Slide 11: High Financial Resilience
High Financial Resilience 27.5 12.8% 11.4% 7.4% 11.8 5.2% Adjusted 1.5 2.0 2.7% Without IAS 29 2019 2020 2021 9.2022 2019 2020 2021 1-9.2022 Financial Debt ($M) Operating Margin 1.9 1.93 1.61 1.49 0.5 0.15 0.02 0.02 2019 2020 2021 9.2022 2019 2020 2021 9.2022 Working Capital Ratio Debt to Equity Rat
Slide 12: Summary
Summary Global Leadership and Worldwide Presence Technological Leadership Increased Market Demand for Accelerated Growth Strategy Filtration Products Through organic growth, M&A's and increased presence in the US market High Financial Resilience Expanding the Business Model Low leverage, available c