Sinch Ab · OMXSTO:SINCH

Sinch Ab — Merger or Acquisition (September 2019)

14 slides from Sinch Ab's merger presentation, Sep 26, 2019

  1. Slide 1: Acquisition of myElefant

    Acquisition of myElefant 26 September 2019 Oscar Werner CEO Roshan Saldanha CFO Thomas Heath Chief Strategy Officer & Head of Investor Relations

  2. Slide 2: Sinch at a glance

    SEK 4.4bn SEK 431m SEK 7.6bn 540+ 30+ revenue in the Adj. EBITDA in the Market Cap employees offices in 30+ countries past 12 months past 12 months 30 billion Publicly listed on Customer engagement through mobile technology engagements per year NASDAQ in Stockholm Scalable cloud communications Servi

  3. Slide 3: Technology evolution in messaging

    Technology evolution in messaging Text Rich media Conversational notifications messaging messaging Next-generation messaging offers a step-change in customer experience 3

  4. Slide 4: CPaaS relevance throughout the customer journey

    CPaaS relevance throughout the customer journey STAG E Revenue Service Customer generation enablement care OBJECTIVE Add revenues Use CPaaS functionality in Handle customer support Reduce churn own apps and products Improve customer Improve efficiency experience Reduce cost Reduce contact center cos

  5. Slide 5: Playbook for profitable growth

    Playbook for profitable growth • Empower businesses to leverage rich and conversational messaging Software- • Increase our software value-add (CPaaS) in addition to our connectivity offering as-a-Service • Increase stickiness with maintained scalability • Ensure leading direct global connectivity wi

  6. Slide 6: Leveraging M&A to meet strategic objectives

    Leveraging M&A to meet strategic objectives • Complementary technology that fits our strategic product roadmap Technology & • Go To Market-ability in relevant products and geographies Go To market • Increased software value-add with higher gross margin • Future growth drivers • Acquire sticky custom

  7. Slide 7: Strategic acquisitions

    Strategic acquisitions Founded IPO One brand in Stockholm 2009 2014 2015 2016 2017 2018 2019 2008 Technology & Industry-leading Voice, video, Personalized video and Rich messaging Go To Market Billing rich media messaging tech platform technology verification Low code tools Scale and Germany, profit

  8. Slide 8: Deal rationale

    Deal rationale • Founded in 2010 • Cloud-based software platform for mobile engagement using rich, interactive messaging myElefant • Pioneer in the use of mobile landing pages with advanced, real-time analytics • Team of 41 people in Paris and Bordeaux • ”Technology and Go To Market”-type acquisitio

  9. Slide 9: Low-code mobile engagement platform with real-time analytics

    Low-code mobile engagement platform with real-time analytics 9

  10. Slide 10: Rich & interactive messaging that works on all handsets

    Rich & interactive messaging that works on all handsets Rich Media Image Video SMS Preview to landing page Personalization Name Tailored content Call to Action Touch interactions Drive to store 10

  11. Slide 11: Adding value, increasing engagement

    Adding value, increasing engagement Conversational Messaging Secured account Logo / Verified Rich Messages Details & contacts Simple Messages Call to Action Media Calls Image Calendar GIF Maps Video Interaction Customization Real-time data Name Tailored content Input Client message Call to Action To

  12. Slide 12: Pricing based on software value-add

    Pricing based on software value-add SIMPLE CONVERSATIONAL RICH MESSAGES MESSAGES MESSAGING Value added Value added Value added Features Features Features  Rich Message design and  Conversation patterns with in-  SMS routing campaign site creation app features (agenda, maps, etc)  Customer journe

  13. Slide 13: Financial targets

    Financial targets Targets: • Adjusted EBITDA per share to grow 20% per year Adjusted EBITDA per share, rolling 12 months • Net debt < 2.5x adjusted EBITDA over time 9.0 8.0 7.0 6.0 Transaction impact: 5.0 4.0 • The acquisition of myElefant 3.0 increases Net debt/Adjusted 2.0 EBITDA by around 0.4x 1.

  14. Slide 14: Thanks!

    Thanks! Copyright© 2019 CLX Communications AB (publ). All rights reserved. NDA Confidential. 14

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