Eurotech S.p.a. · MIL:ETH
Eurotech — Non-Deal Roadshow (September 2022)
22 slides from Eurotech's roadshow presentation, Sep 8, 2022
Slide 1: Company introduction
company introduction Paris, 8 September 2022
Slide 2: Disclaimer
disclaimer This presentation has been prepared by Eurotech S.p.A. (or “Eurotech”) and has to be read in conjunction with its oral presentation. The information contained in this presentation does nor purport to be comprehensive. Neither Eurotech nor any of its officers, employees, advisers or agents
Slide 3: Eurotech's roots: Embedded Computers for demanding applications
Eurotech’s roots: Embedded Computers for demanding applications Custom | Rugged #3
Slide 4: Eurotech at a glance
eurotech at a glance 320 + people 65 % engineers 7 offices worldwide HQ 5 r&d hubs 80+ countries served ~70M€ revenue #4
Slide 5: Eurotech's offering evolution from embedded computing to complete edge solutions
Eurotech’s offering evolution from embedded computing to complete edge solutions 1999 2012 2021 co-authors of Co-founders of IEC 62443 MQTT with Open-source IBM IoT unleashing the power of the edge HW HW integrated intelligent edge modules subsystems HW & SW platform #5
Slide 6: Eurotech's mission today is to connect Edge assets securely and simply and enable AI
Eurotech’s mission today is to connect Edge assets securely and simply and enable AI Computing in mission critical environments SIMPLE SECURE AGNOSTIC better time to market minimize risk open-source agnosticity enabling AI at the edge #6
Slide 7: Our journey on the long run
our journey on the long run 2021: repositioning New strategy & new organisation kick-off Order book back to solid growth 2022: transitioning Strategy building blocks execution Embedded business sustaining double digit growth Creating and closing healthy Edge IoT pipeline Close 1st M&A deal 2023: tra
Slide 8: Precision agriculture
PPRECISION A AGRICULT UF e improving Sansui and gs) maintenance %
Slide 9: Intelligent data logging for train locomotives
INTELLIGENT DATA LOGGING FOR: TRAIN LOCOMOTIVES» ele= atte= is Securely collect data from. eal | Publish data in customer's private cloud in near real time Aggregate data on the Edge for effective data transfer _ Enable load measurement and preventive maintenanee
Slide 10: IoT platform for globally deployed medical devices
7 ea IOT PLATEOR !'FOR GLOBALLY DEPLOYED |) MEDICAL DEVICES ST ws FR SENIUS vy ME LW CARE . Integrating with existing IT infrastructure with zero 7 ape products and applications High level of cybersecurity and reliability \ Advanced Edge computing performances”
Slide 11: Where do we play: the edge of industrial IoT
where do we play the edge of industrial iot connection easy northbound edge integration connection service AI system integrator to cloud platforms content deliv. netw app & analytics software edge platforms servers edge software open to third-party edge & data centers eurotech AI hardware edge gatew
Slide 12: We are a Top Player in Industrial IoT with distinctive integrated Edge SW + HW
We are a Top Player in Industrial IoT with a distinctive offering of integrated Edge SW + HW Industry Analysts recognize & appreciate: premium cybersecurity = less risk for customers easiness of use / implementation = low cost & low effort to market We are different because: open-source = agno
Slide 13: How we want to grow: Focus and Leverage
How we want to grow: FOCUS and LEVERAGE Play in markets with combination of higher size and higher CAGR in next 5 years Serve mission critical type of applications with high and mild ruggedization needs Focus on verticals / applications where certified cutting-edge cybersecurity is valued more Creat
Slide 14: Leveraging on strong growing Edge Gateways, Edge AI and IoT Platforms
Leveraging on strong growing Edge Gateways, Edge AI and IoT Platforms #14
Slide 15: The verticals where we will focus (TAM 21B$ in '25)
The 5 verticals where we will focus (TAM 21B$ in ’25) #15
Slide 16: Go to market routes: Partners Ecosystem will be key to accelerate growth
Go to market routes: Partners Ecosystem will be key to accelerate growth #16
Slide 17: Why Eurotech
Why Eurotech We have top class EDGE technology We are long term committed We aim at growing double digit … by leveraging secular trends and using M&A to accelerate With solid margins … because of our differentiation in high reliability & ruggedized applications and our innovation in Edge software Wi
Slide 18: Business update
UNLEASHING THE POWER OF THE EDGE
Slide 19: Line of sight @ 87M€
line of sight Order Backlog for the year allowing visibility @87M€ Q3 still growing double digit YoY and >Q2 Volume of Gateways shipped in FY2022 confirmed at +40% YoY SW revenues on track to reach 3.5M€ this year (50+% YoY) @87M€ Availability of components and PPV getting better also thanks to acti
Slide 20: Business update: key achievements in H1 2022
business update Focus on improving GPM: we have reversed the trend and margins are coming back Focus on finding components: Q3 and Q4 key achievements outlook is now improved in H1 2022 Autonomous driving business coming back: 5.2M€ orders received in Q1, 3.6M€ billing in 2022 21 new IoT customers i
Slide 21: Business update: key achievements in H1 2022
business update Talent recruiting taking extra effort, new hires joining in Q3 key achievements New brand identity “unleashing the power of in H1 2022 the edge” rolled out with new website and collaterals Technology leadership confirmed by both Frost & Sullivan and Quadrant Knowledge Solutions #21
Slide 22: Thank you
@eurotech thank — yon —