China Transinfo Technology Co., Ltd. Class A · SZSE:002373
China Transinfo Technology Co., Ltd. Class A — Investor Presentation (March 2010)
24 slides from China Transinfo Technology Co., Ltd. Class A's investor presentation, Mar 8, 2010
Slide 1: China TransInfo Technology - March 2010
Seo (SP) March 2010 WWW.CHINATRANSINFO.COM
Slide 2: Disclaimer and forward-looking statements
The market and industry information contained in this dacument has not been independently verified. No representation or warranty, whether express or implied, is made as to, and na reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions conta
Slide 3: Company and Business Overview
COMPANY AND BUSINESS OVERVIEW
Slide 4: Stock at a Glance
Stock at a Glance Price (February 26, 2010) $7.89 Shares Outstanding 225m Market Capitalization $177.2m Revenue (TT) $45.9m Net Income (TTM) $12.3m EPS (TT) $0.55
Slide 5: Leading provider of public transportation IT systems in China
+ Aleading provider of end-to-end public transportation information technology systems and solutions in China + Founded by 3 graduates from Peking University in 2000; headquartered in Beijing with 11 offices nationwide + Listed on NASDAQ since July 2008 + 396 employees, including 140 in R&D Key Fina
Slide 6: Transportation
Transportation itercity c 2 8 = 5 a a fat & = Intelligent Traffic Management Platform / Planning Systems Governme Passenger Flow Detecting and Analysis System Intelligent Parking Red Light Violation Guidance System Snapshot System OE Electronic Toll Collection System = _cTF0 K,
Slide 7: Access to real-time traffic conditions
Access to real-time traffic conditions + Custom mapping and route calculation + Ability to locate parking lots and tourist destinations Real-Time Traffic Data + Relationships with cell phone manufacturers including Apple, Motorola, and Nokia, and telecommunication companies including China Telecom a
Slide 8: Key Investment Highlights
Key Investment Highlights Favorable Industry Dynamics First-Mover Advantage in Application Solutions Fragmented Industry with No Major/National Competition Award-Winning Technology Leading-Edge R&D Team with Strong Partnerships Recognized Brand Name with Successful Track Record Experienced Managemen
Slide 9: China Has the 2nd Largest Highway Network
China Has the 2nd Largest G it D: id Highway, Network Jn:te Wore (kilometers) "The government plans to improve age 85,000 transportation management, using advanced IT solutions = Approximately 1% of highway investment in 2010E 66,000 China is related to IT solutions compared to 7- 10% in developed c
Slide 10: Vast Market for Real-Time Traffic Information
Vast Market for Real-Time Number of Private Vehi Subscribers (miffions) (mitlions) 703 1998-2008 CAGR 25.7% 2007 2008 «= 2008E = 2010E 2011 1998 1999 2000 2001 2002 2003 2004 2006 2006 2007 2008 mLBS Users @LBS Paid Subscribers Source: 2008 National Bureau of Statistics of China Source: In-Stat, 04/
Slide 11: Pioneer in real-time traffic data technology
= Apioneer in developing technology for processing and broadcasting real-time traffic data in China = Aleading provider of real-time traffic data for several cities = Officially launched in 10 cities, including Beijing, Shanghai, Shenzhen, Tianjin, Chongqing, Chengdu, Wuhan, Dalian, Nanjing and Chan
Slide 12: Internal R&D Team and Research Partnerships
lntemalR&D Team Research Partnerships Leading Univer: = 140 researchers with extensive experience in GIS and transportation information adi weer , ¥ Ite ERERRAE industry PERG UNIVERSTY, MO ENA Ke Ow VERT IY Mr. Zhiping Zhang, VP of R&D = The lead engineering architect of the first GIS platform softw
Slide 13: Cooperation agreement with Peking University
= Entered into a three-year cooperation agreement with Peking University in 2005 so that PKU could obtain research support from the GeoSIS Research Lab and its 30 PhDs and researchers = The agreement was automatically renewed in 2008 = Mr. Xia, our CEO, Mr. Lai, our Vice President; and Mr. Zhang, ou
Slide 14: Recognized Brand Name
Recognized Brand Name Backed by Successful Track Record Top Transportation Clients in 2008 department ‘oti ‘08 sales Customer Rank Name Description (60008) a 1 Beijing Zhangjiaokeruan Technology Co., High-tech company in transportation information 3,208 2007 Ld application development 2 Transportati
Slide 15: Management team
Shudong Xia, Chairman of the Board, Chief Executive Officer & Co-Founder = Founded Beijing PKU Chinafront High Technology Co., Ltd in 2000 = Involved in several research projects at Peking University since 1998 = PhD in Remote Sensing from Peking University = Serves on several government advisory co
Slide 16: Independent Directors
Jay Trien, Independent Director, Chair of Audit Committee = Senior partner of Trien Rosenberg Rosenberg Weinberg Ciullo & Fazzari, LLP, a certified public accounting and business consulting firm = Expertise in tax planning and strategies for financing growth of high-tech companies Dan Liu, Independe
Slide 17: Growth strategy
Expand geographic footprint to cover all major markets in China Strengthen R&D capability to enhance and expand core products and further penetrate customer base Continue to enhance our leadership position in the rapidly growing transportation information technology market Pursue strategic acquisiti
Slide 18: Financial Overview
FINANCIAL OVERVIEW «CEO I
Slide 19: Revenue ($US million)
($US million) 309 2006-2009E CAGR 97.2% 69.4% 2006 2007 2008 2008E 9M08 9MO9 Transportation Land & Resources, Digital City Other 5 (1) Company istest quidance on Nov. 12, 2009 of revenue for 2009 CTFO K a | Tees NL
Slide 20: Net income and non-GAAP net income
($US million) g2jeeoneqg 16.5 473% 154 ae, 2006-2008 CAGR 104.2% 104 2006 2007 2008 9M08 = SM09. i cre CTE Non-GAAP Net Income ($US million) fiePor Poop foofor, 134° 18.0% Growth 2006-2009E CAGR 64.9% —, 2006 2007 2008 2008E 9M08 9MOo9 (2) Mid-point of Company's latest guidance on Nov. 12, 2009 of n
Slide 21: Healthy Balance Sheet and Return on Equity
Healthy Balance Sheet and Return on Equity ey Balance Sheet Items (S in millions) Sept 30, 2009 Dec 31, 2008 Cash and Equivalents 21,126 16,122 Account Receivables, Net 46313 7,736 Cost and Estimated Earnings in Excess of Billings on Uncompleted Contracts Bea Mi et2 Total Current Assets 86,475 43,80
Slide 22: Key Investment Highlights
Key Investment Highlights Favorable Industry Dynamics First-Mover Advantage in Application Solutions Fragmented Industry with No Other Major/National Competition Award-Winning Technology Leading-Edge R&D Team with Strong Partnerships Recognized Brand Name with Successful Track Record Experienced Man
Slide 23: Contact Information
Contact Information Company Contact: Investor Relations C China TransInfo Technology Corp. CCG Investor Relations Ms. Fan Zhou Mr. Crocker Coulson IR Director President Sth Floor, Vision Building 1325 Avenue of the Americas No.39 Xueyuanlu, re Bide a Suite 2800 Haidian District, Beijing 100191, New
Slide 24: Thank you
S1E9 ($9) Thank you WWW.CHINATRANSINFO.COM
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