Pwr Holdings Ltd. · ASX:PWH
Pwr — Morgans 2021 Conference
11 slides from Pwr's conference presentation, Oct 7, 2021
Slide 1: Morgans 2021 Conference Presentation
7 October 2021 For personal use only Morgans 2021 Conference Presentation The attached presentation was provided to the Morgans 2021 Conference today. This announcement has been authorised for release by the Company Secretary. For further information please contact: Kees Weel Martin McIver Managing
Slide 2: Morgans Investor Conference 2021
PWR Holdings Limited (ASX:PWH) Morgans Investor Conference 2021 For personal use only October 2021 Presented by: Kees Weel – Managing Director Martin McIver – Chief Financial Officer Engineering the Unfair Advantage
Slide 3: Important Notice
Important Notice This document has been prepared by PWR Holdings Limited (PWR) and comprises written materials/slides for a presentation concerning For personal use only PWR. This presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire
Slide 4: Financial Performance
Financial Performance For personal use only Key Points A$'000 FY21 FY20 Variance • Solid growth in revenue across all key markets and geographies Revenue 79,208 65,731 20.5% • Revenue increased by 25.7% or $16.9m EBITDA1 28,963 23,430 23.6% offset by an unfavourable currency movements of (5.2%) or (
Slide 5: Investment Highlights
Investment Highlights For personal use only Leader in Advanced Cooling Invested $8.5m in research and development, and $10.4m in leading edge Technology manufacturing capability. Maintaining market leadership AS9100 Certification Certified to AS9100. An aerospace and defence standard released by the
Slide 6: Financial Performance: Revenue by Market Sector
Financial Performance For personal use only 25.7% (5.2%) Revenue by Market Sector YTD Jun 21 YTD Jun 20 Growth (A$'000) % (A$'000) % Motorsports $ 42,813 54% $ 38,026 58% 13% Automotive Aftermarket $ 14,867 19% $ 11,554 18% 29% OEM $ 11,732 15% $ 9,956 15% 18% 1 $ 8,683 11% $ 4,082 6% 113% Emerging
Slide 7: Business Outlook
Business Outlook For personal use only • AS9100 certification – PWR are one of a small number of independent Australian companies that are certified to the aerospace and defence quality standard. This certification demonstrates PWR’s commitment to the aerospace and defence markets and will position
Slide 8: Pipelines – Key Automotive OEM
Pipelines – Key Automotive OEM1 Remaining SOP Prod. FY22 FY23 FY24 For personal use only Program Status Vehicles FY Years H1 H2 H1 H2 H1 H2 Ford GT500 6,000 Nominated Supplier 2020 1.1 1 1 1 Ford GT40 240 Nominated Supplier 2020 1.0 1 1 Valkyrie Road Car 001 155 Nominated Supplier 2022 2.0 1 1 1 1 1
Slide 9: Emerging Technologies
Emerging Technologies Defence & Aerospace – all technology solutions, capitalising on AS9100 certification For personal use only Cold plates – ruggedised vacuum brazed cold plates for use in radar systems, avionics, power electronics and energy storage systems Micro matrix – use on platforms with co
Slide 10: Pipelines – Emerging Technologies
Pipelines – Emerging Technologies1 For personal use only Continuing to build – Expecting continued growth in pipeline as opportunities are progressed from early stage concept to long term production AS9100 Certification – Recent certification expected to increase opportunity flow Program Diversity –
Slide 11: Engineering The Unfair Advantage
For personal use only For all thermal system requirements, PWR is your development and innovation partner to help design, develop, manufacture and test all cooling solutions by: “Engineering The Unfair Advantage”