Beam Communications Holdings Limited · ASX:BCC
Beam Communications — Shareholder Meeting (November 2022)
12 slides from Beam Communications's shareholder meeting presentation, Nov 30, 2022
Slide 1: CEO's AGM Presentation
CEO’s AGM Presentation Beam Communications 30 November 2022 Holdings Limited
Slide 2: Disclaimer
Disclaimer This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries. The presentation is for information purposes only and does not constitute or form part of
Slide 3: World-First Innovations for Key Verticals
World-First Innovations for Key Verticals Beam Communications (ASX: BCC) develops satellite, cellular and dual-mode equipment and services for consumer/commercial/ Personal SatComms are no longer a small niche market product as they become smaller, faster and cheaper industrial applications. It has
Slide 4: Year of Achievements
Year of Achievements Awarded $1.2m contract by Telstra Subsidiary MTData ZOLEO expands to all European Economic Area countries + Switzerland New ~$2.5m order for Iridium GO!® devices Delivers record FY22 revenue with further growth expected in FY23 Secures 5-year Iridium Certus® agreement that’s wor
Slide 5: FY22 Results Highlights
FY22 Results Highlights Full Year Group Revenue Record Revenue $25 Millions FY22 revenue jumps 28% to $23.7m and is ahead of forecast of +28% $20 ~24% growth as sales accelerated in 4Q YoY +24% $15 YoY Guidance Beating Earnings $10 EBITDA of $1.5m ahead of guidance of $1m and expected to exceed $5 F
Slide 6: EBITDA to Rebound
EBITDA to Rebound Group EBITDA $m Beam believes margins have troughed and will $3.0 rebound strongly in FY23 along with EBITDA, which is forecast to materially exceed $2.1m. $2.0 >$2m $1.0 FY22 EBITDA negatively impacted by: Delays in a few shipments of devices from late in $0.0 4QFY22 into 1HFY23
Slide 7: ZOLEO ANZ Update
ZOLEO ANZ Update Growth in ANZ Subs 1QFY23 4QFY22 1QFY23 ZOLEO subscribers jumped 165% pcp and 16% QoQ 3QFY22 September is a seasonally weaker sales period for consumer 2QFY22 satellite devices 1QFY22 Annualised royalty payment to Beam increased 11% QoQ to $760k 0 1000 2000 3000 4000 5000 #
Slide 8: Growth in Beam's Other Businesses
Growth in Beam’s Other Businesses Beam started shipping Iridium Certus® devices ahead of Additional US$1.6 official launch as part million Iridium GO! of the US$12 million order received last contract it secured in Beam Equipment sales month, taking total (ex-ZOLEO) increased June 2022 number of uni
Slide 9: ZOLEO European Update
ZOLEO European Update ZOLEO Inc. expands into 28 additional European countries and now covers all countries in the European Economic Area (EEA) ZOLEO wins ISPO 2022 AWARD (Best New Product) & UK Outdoor Industry Awards 2022 (Tech Accessories) Agreements signed with initial dealers in Germany to star
Slide 10: Outlook
Outlook Growth Drivers for FY23 and Beyond Expected Step-Change in Earnings with New Products & Services Further Growth: Recorded 1QFY23 sales of $8m with Beam expecting to post significantly stronger EBITDA and margins vs FY22 ZOLEO European Expansion: Sold in every country within the European
Slide 11: Multiple Growth Drivers
Multiple Growth Drivers ZOLEO Certus Organic Growth M&A 1. Strong subscriber growth outlook as 1. Iridium soon to launch new Certus® 1. Global personal satellite product 1. Well positioned for opportunistic ZOLEO expands into new markets device market expected to grow strongly bolt-on acquisitions 2
Slide 12: Thank You
THANK YOU BEAMCOMMUNICATIONS.COM ZOLEO.COM.AU SATPHONESHOP.COM
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