Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Investor Presentation (November 2024)
15 slides from Baylin Technologies's investor presentation, November 2024
Slide 1: Investor Presentation November 2024
WH EN C ON N EC TIO NS C OUN T BYL:TSX In ve s to r Pres e nta tio n N ov e m b e r 2 0 2 4 © 2024 Baylin Technologies, All rights reserved. 1
Slide 2: Forward-Looking Statements
WH EN C ON N EC TIO NS C OUN T FORWARD-LOOKING STATEMENTS This presentation may include “forward-looking information” and “forward-looking statements” (together, “forward-looking statements”) within the meaning of applicable securities laws. Forward-looking statements are not statements of historica
Slide 3: Baylin company overview and business units
WH EN C ON N EC TIO NS C OUN T Satellite Infrastructure Embedded Connectivity Antennas Antennas Baylin is a radio frequency (RF) technology Original Equipment Manufacturer (OEM) with a 40-year history. We enable wireless communications and specialize in home automation, public safety, wireless netwo
Slide 4: Satcom high power satellite communications
WH EN C ON N EC TIO NS C OUN T Satcom high power satellite communications We do not put things in space. We do not make satellite dishes. We engineer and manufacture high powered RF equipment which makes satellite communications work. Example Uses: • The NFL Super Bowl & the Masters golf tournament
Slide 5: Wireless Infrastructure
WH EN C ON N EC TIO NS C OUN T Wireless Infrastructure Example Deployments Key Facts: • Sales across every major North American carrier (one of only two approved at all) • Momentum breaking open European market • Awarded Manhattan and all of NYC for outdoor small cells by two major companies • Major
Slide 6: Embedded Antennas
WH EN C ON N EC TIO NS C OUN T Embedded Home Automation IOT Antennas Home & Enterprise Networking M2M Custom Engineered IOT When RF quality matters, we Public Safety Embedded Infrastructure engineer and manufacture products which are embedded into our customer’s end products for use by their custome
Slide 7: Baylin is a trusted partner to global companies
WH EN C ON N EC TIO NS C OUN T BAYLIN IS A TRUSTED PARTNER TO GLOBAL COMPANIES Infrastructure Antennas Embedded Antennas Satellite Communications Distribution Partners © 2024 Baylin Technologies, All rights reserved. 7
Slide 8: Turnaround & Growth
WH EN C ON N EC TIO NS C OUN T TURNAROUND & GROWTH Baylin Pro Forma Financial Performance Key Items Leadership (excluding divested Mobile) Mobile Divestiture • Fully repaid term loan at and of ‘23 Transition 25.0 • Restored or acquired multiple customers 20.0 • Retired legacy products while launchin
Slide 9: Path for Growth
WH EN C ON N EC TIO NS C OUN T PATH FOR GROWTH Year Backlog of Purchase Orders 40,000 Leadership Transition 35,000 Core North American Businesses • Competitive Differentiation as Key Driver 30,000 • Changed go to market strategy for 25,000 company including European expansion • Gross Margins up to 4
Slide 10: Declining Debt
WH EN C ON N EC TIO NS C OUN T DECLINING DEBT • Debt, decreased from $40.0 million at Q2 ‘20 to $18.7 million • Net Debt, decreased from $24.2 million to $15.0 million • Working capital has increased over the recent years as well © 2024 Baylin Technologies, All rights reserved. 10
Slide 11: Corporate Structure
WH EN C ON N EC TIO NS C OUN T Corporate Structure CAPITALIZATION SHAREHOLDERS Shares outstanding1 151.1 M Options1 (average exercise price CAD $.30) 8.6 M Retail Investors Share price1 CAD $.52 26% Market cap1 $78.6 M Cash and Cash Equivalents2 $3.7 M Management Total Debt2 $18.7 M & Board 74% Ente
Slide 12: Management
WH EN C ON N EC TIO NS C OUN T MANAGEMENT Leighton Carroll: Dan Nohdomi: John Restivo CEO and Director Chief Financial Officer President , Advantech Wireless Dan joined Baylin as CFO in January of John is a 30-year leader in the Satcom Leighton was appointed CEO of Baylin 2022 bringing more than twe
Slide 13: Board of Directors
WH EN C ON N EC TIO NS C OUN T BOARD OF DIRECTORS Jeffrey C. Royer Barry J. Reiter Chairman Lead Director Mr. Royer is a private investor with interests in telecommunications, broadcasting, medical device manufacturing, hospitality, professional Mr. Reiter is a senior partner of Bennett Jones LLP, a
Slide 14: Why Invest in Baylin?
WH EN C ON N EC TIO NS C OUN T WHY INVEST IN BAYLIN? • Increasing higher quality backlog to drive future growth • Three-year turnaround complete; margin expansion continues • Baylin is well positioned to benefit from the imminent new investment cycle • Infrastructure – growing share in a down year (
Slide 15: Thank You
WH EN C ON N EC TIO NS C OUN T Thank You For more information, please contact: investor.relations@baylintech.com © 2024 Galtronics Corporation Ltd. All rights reserved. 15
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