China Transinfo Technology Co., Ltd. Class A · SZSE:002373
China Transinfo Technology Co., Ltd. Class A — Investor Presentation (August 2010)
26 slides from China Transinfo Technology Co., Ltd. Class A's investor presentation, Aug 31, 2010
Slide 1: China TransInfo Technology Corp. August 2010
Seo (SP) August 2010 WWW.CHINATRANSINFO.COM
Slide 2: Safe Harbor Statement
Safe Harbor Statement The market and industry information contained in this dacument has not been independently verified. No representation ar warranty, whether express or implied, is rade as to, and na reliance should be placed on, the fairness, accuracy, completeness or correctness of such informa
Slide 3: Company and Business Overview
COMPANY AND BUSINESS OVERVIEW
Slide 4: Stock at a Glance
ited on NASDAQ Global Market Price (August 25, 2010) Shares Outstanding Market Capitalization Revenue (ttm) Net Income (ttm) * EPS (ttm) * Stock at a Glance FO $646 252m $163.08 m $96.5 m $15.5 m $0.66 * Nef income and EPS are Non-GAAP results.
Slide 5: A leading provider of end-to-end public transportation IT systems and solutions
A leading 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 over 20 branches and subsidiaries throughout China Listed on NASDAQ since July 2008. 654 employees, includ
Slide 6: Government Clients
Government Clients Intelligent Traffic Management Passenger Flow Detecting Intelligent Parking Red Light Violation Platform / Planning Systems and Analysis System Guidance System Snapshot System OE Transportation Electronic Toll Collection System = Intercity c 2 8 = 5 a a fat & = _ cTFo K,
Slide 7: Consumer
Consumer » Access to real-time traffic conditions + Custom mapping and route calculation + Ability to locate parking lots and tourist destinations + Provide software to cell phone manufacturers including Motorola and Nokia + Partnership with China Telecom, China Unicom and Baidu Real-Time Traffic Da
Slide 8: Fleet Management Business
Fleet Management Business Commercial Clients National Commercial Vehicles Monitoring and Service Center + Monitoring and control Platform + Information and service Platform + GPS Application Platforms Hunan Provincial Center ener -Monitoring and control Platform Provincial Centers + Information and
Slide 9: 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 10: China Has the Largest Highway Network in the World
China Has the 2 argest fe World Highway Network i (kilometers) 2020€ 85,000 2010E 65,000 2006 45,300 Source: Ministry of Communication, 2004 China’s Share of Global Toll Highways 30% _ b =China »Rest of the World 70% Source: Ministry of Communication, 2007 ong-Term Government Demand The government p
Slide 11: Users and LBS market growth
n Foescr eS (miflions) (miflions) 52.2 1998-2009 CAGR 26.3% A oe 8 : 4a ‘T 1 3 9.7 4.0 5.3 6.3 7-7 il rane BI 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2007 2008)» 2008E-«2010E_2011E LBS Users @LBS Paid Subscribers Source: 2009 National Bureau of Statistics of China Source: In-Stat
Slide 12: Number of Commercial Vehicles for Highway Transportation in China
Number of Commercial Vehicles for Highway Commercial Vehicles for Highway Transportation in China Transportation in China (miffions) (miflions) 2005-2009 CAGR 10.4% 10.67 9.30 8.50 7.33 8.02 Passenger _Vehicles 1.8,17% 2005 2006 2007 2008 2009 Source: 2009 National Bureau of Statistics of China With
Slide 13: Pioneer in real-time traffic data technology in China
= 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 14: Internal R&D Team and Research Partnerships
Internal R&D Team Research Partnerships Leading Univer: = 140 researchers with extensive experience in GIS and transportation information FS e zt industy Buse Srrenrrre Mr. Zhiping Zhang, VP of R&D = The lead engineering architect of the first GIS platform software, which is the first and only 3-D G
Slide 15: 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, our VP o
Slide 16: Top customers by 2009 sales
Rank Name Gansu Province High Grade Road Construction Co., Ltd Wuhan Transportation Management Bureau Zhejiang Huangqunan Highway Co., Ltd Beijing Transportation Information Center Hubei Lurongxi Higway Construction Command Center Hangzhou Constructian Committee Beijing Municipal Commission of Econo
Slide 17: Management team
Shudong X 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 committees fo
Slide 18: Independent directors
= 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, Independent Director, Chair of Compensation Committee = Over forty
Slide 19: Growth strategy
| Leading provider of information products | and solutions in the urban transportation | segment | Consolidate the footprint in the highway business by leveraging the acquisition of \ UNISITS, which hold 25% to 32% market share ( Dominant player in the highway segment with value-added intelligent tr
Slide 20: Financial Overview
FINANCIAL OVERVIEW
Slide 21: Revenue by segment
($US million) Q2 2010 4.22% 0.29% 1.56% 2007-2010E CAGR 116.0% 120.0 2009 63.7 10.83% 2.38% _0.84% 48.9 ; 29.4 19 16.1 |_| Be 2007 2008 2009 2010E 1H2009 1H 2010 I Transportation Digital City Land & Resources Other (9) 2010 guidance as of August 13, 2010
Slide 22: Net income and non-GAAP net income
($US million) ($US million) 2007-2009 CAGR 100.8% 2007-2010E CAGR 57.6% 25.4 18.0 13.6 16.5 es 96 8.5 46 44 &3 | il | | Aa | 2007 ~=©2008 2009 2010 ai Q2 2007 2008 2009 Q12010 Q22010 2010 2010 (1) Non-GAAP results: Add back share-based compensation expense and amortization of intangibles acquired fr
Slide 23: Key Balance Sheet Items
ey Balance Sheet Items ($ in thousands) Cash and Equivalents Account Receivables, Net Cost and Estimated Earnings in Excess of Billings on Uncompleted Contracts Total Current Assets Total Assets Accounts Payable Short-Term Debt: Notes Payable Total Current Liabilities Long-Term Debt Total Shareholde
Slide 24: 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 25: Contact Information
Contact Information Company Contact: Investor Relations Contact: China TransInfo Technology Corp. CCG Investor Relations oo ae ee Building 1325 Avenue of the Americas eee EI Suite 2800 Haidian District, Beijing 100191, PRChina New York, NY 10019 Mr. Athan Dounis, Account Manager Ween eree Email: ath
Slide 26: Thank you
S1E9 ($9) Thank you WWW.CHINATRANSINFO.COM
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