Orcoda Limited · ASX:ODA
Orcoda — Shareholder Meeting (November 2024)
17 slides from Orcoda's shareholder meeting presentation, Nov 29, 2024
Slide 1: ASX Announcement – AGM Presentation
29 November 2024 ASX ANNOUNCEMENT – ORCODA LIMITED (ASX: ODA) AGM Presentation Please find attached the Managing Director’s presentation to be given at the Company’s annual general meeting today. For more information, please contact: Company: Geoff Jamieson Orcoda Limited, Managing Director gjamieso
Slide 2: 2024 Annual General Meeting
2024 Annual General Meeting 29 November 2024 Organise Connected Data
Slide 3: Important Notices & Disclaimer
IMPORTANT NOTICES & DISCLAIMER This presentation has been prepared by Orcoda Limited ACN 009 065 650 (“Orcoda”). The following material is for general information purposes only and should not be relied upon for You are cautioned not to place undue reliance on these forward-looking statements that sp
Slide 4: Orcoda Snapshot
ORCODA SNAPSHOT ORGANISE CONNECTED DATA Mission What We Do Vision Optimise and enhance Integrated transport Leading provider of Intelligent compliance of customers’ optimisation SaaS, in-vehicle Transport Management transport operations, supporting fleet management solutions, System & seamless AI dr
Slide 5: Orcoda Vision & Strategy
ORCODA VISION & STRATEGY TODAY TOMORROW Orcoda Orcoda will is an integrated, be a leading B2B provider of provider of smart city transport seamless AI technology and driven smart smart infrastructure city transport solutions within solutions transport corridors 4
Slide 6: Orcoda's Journey
ORCODA’S JOURNEY VISION: TOWARDS OUR 2023 a leading provider STRATEGIC VISION ACQUISITION of seamless AI driven smart city transport solutions 2020 ACQUISITION Acquisition of Future Fleet, a leading provider of 2018 fleet management solutions MERGER Acquisition of Betta Group, bolstering Smart Citie
Slide 7: Orcoda (Today) Intelligent Transport Management System (ITMS)
ORCODA (TODAY) INTELLIGENT TRANSPORT MANAGEMENT SYSTEM (ITMS) TRANSPORT TELEMATICS SYSTEMS (TTS) TRANSPORT BOOKING SYSTEMS (TBS) 1 In-vehicle management system (IVMS) 1 Booking of people, parcels and goods (PPG) on to transportation 2 Driver behaviour / AI cameras 2 Processing bookings and payments
Slide 8: Transport Booking System & Transport Management System Case Study 1
TRANSPORT BOOKING SYSTEM & TRANSPORT MANAGEMENT SYSTEM CASE STUDY 1 Orcoda booking system anages all bookings and matches client with NDIS ‘or Aged Care funding resses app on smartphone which ¢ s to Orcoda cloud-base oneooa Client Driver rosters, ehicles and Clients matched in Orcoda TMS for planned
Slide 9: Telematics: IoT, AI, Satellite and 4G/5G Tracking Solutions
TELEMATICS: IOT, AI, SATELLITE AND 4G/5G TRACKING SOLUTIONS TTS Plethora of devices, diverse databases, multiple software programs connect into Orcoda platform Cold Chain Telematics with optional Iridium Support In-Cab Orcoda Satellite Connectivity Command Tablet Integrates into multiple AI side cam
Slide 10: Smart Road, Rail and Air
TRANSPORT INFRASTRUCTURE: IOT DEVICES, SMART CAMERAS, SMART LIGHTING, TTS TRAFFIC SENSORS, WIRELESS MESH NETWORKS, ELECTRIFICATION Plethora of devices, diverse databases, multiple software programs connect into Orcoda platform Orcoda SMART ROAD, Integrates with multiple providers and RAIL AND AIR as
Slide 11: Platform Applications
PLATFORM APPLICATIONS Leveraging Orcoda’s core software platform to develop internal apps and allow external apps to integrate Customising requirements from specific industries and verticals, Orcoda has developed scalable solutions including end-user facing applications with booking and payments don
Slide 12: Delivering Profitable Growth
DELIVERING PROFITABLE GROWTH TOTAL INCOME ($m) EBITDA ($m) +42% +28% CAGR CAGR 25.4 2.5 20.7 2.0 16.6 1.2 1.1 8.8 FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY24 11
Slide 13: Divisional Performance and Operational Highlights in FY24
DIVISIONAL PERFORMANCE AND OPERATIONAL HIGHLIGHTS IN FY24 TRANSPORT TECHNOLOGY INFRASTRUCTURE SERVICES • Total ARR increased by $2.4m to $6.4m at the end of FY24 • Successful execution of large contracts, e.g. $6.8m Aurizon • Acquired Future Fleet on 1 July 2023, with significant cross-selling and N
Slide 14: Strategy Progress and Outlook
STRATEGY PROGRESS AND OUTLOOK TRANSPORT TECHNOLOGY • Growing pipeline across its solutions portfolio – transport optimisation and booking SaaS, carpooling SaaS, turn-by-turn navigation SaaS, in-vehicle fleet management solutions ➢ Notably, strong momentum in the community transport and carpooling so
Slide 15: Orcoda Value Proposition
ORCODA VALUE PROPOSITION Orcoda offers a unique and integrated enablement of digital transport thematics CUSTOMISABLE VERTICALLY SCALABLE EXPOSURE TO FAVORABLE SOLUTIONS INTEGRATED MODEL END MARKETS tailored to growing and full-service offering, combining focus on growing software well-positioned to
Slide 16: Conclusion
CONCLUSION As cities and major regions around the world initiate AI digital twins for transport, Orcoda is well placed to be a leading provider of seamless AI driven smart city transport solutions, whilst ensuring profitability each step of the way 15
Slide 17: Contact Us
CONTACT US Geoff Jamieson Managing Director gjamieson@orcoda.com Organise Connected Data