Aeeris Ltd · ASX:AER
Aeeris — Shareholder Meeting (November 2022)
20 slides from Aeeris's shareholder meeting presentation, November 2022
Slide 1: AGM Investor Presentation
rsonal use only AGM Investor Presentation N O V E M B E Rv 2 0 2 2 Aeeris Limited (ASX: AER)
Slide 2: Important Notice and Disclaimer
Important Notice and Disclaimer This presentation has been prepared by Aeeris Ltd (ACN 166 705 595) (Aeeris or the Company). The information contained in this presentation is current at the date of this presentation. The information is a summary overview of the current activities of the Company and
Slide 3: Taking action on Climate Risk
Taking action on Climate Risk Our proprietary technology provides early warnings for severe weather events and all natural hazards. Clients include: rsonal use only 3
Slide 4: About Aeeris
ABOUT AEERIS (ASX: AER) Leaders in severe weather and rsonal use only natural hazard forecasting, alerting and climate risk reporting Specialising in the protection of people, property, infrastructure and business operations across Australia & Asian Pacific markets. • A comprehensive solution to min
Slide 5: Harnessing world class technology
rsonal use only Harnessing world class technology I N V E S T M E N T R AT I O N A L E Large Total Addressable Market (TAM) with a scalable business model Why Aeeris? Growing annuity revenue Proprietary data Cloud 5
Slide 6: Corporate Snapshot
Kerry Plowright C O R P O R AT E S N A P S H O T Executive Chairman and CEO • Previous experience as an Army Officer. • Founder Editor of NZ Green Magazine and Director of Earthtrust South Pacific. rsonal use only Capital Structure1 ASX Code AER Bryce Reynolds Non-Executive Director, Chairman of the
Slide 7: FY22 Dashboard
rsonal use only ARR Annual Increase (Nov 22) FY22 DASHBOARD $2.6m Strong Revenue 30% Growth Operating Revenue (FY22) $2.21m Cash (SEP 4C 22) Debt 20% $2.74m Nil 7
Slide 8: Revenue Composition - Product
Revenue Composition - Product rsonal use only 3% 2% 2% 1% Mobile Apps SARP Zone Management Climatics 6% 21% Location Alerts Forecasts 8% 19% Hail Embargo 9% 10% GIS Platform Regional Alerts 9% 10% Flood Alerts Branded Alerts 8
Slide 9: Revenue Composition - Industry
Revenue Composition - Industry 1% Building rsonal use only 1% 1% Construction 1% Automotive Aged Care 1% Consultants 3% Energy/Industrial 1% 3% Education Transport 4% 38% Healthcare Insurance 6% Telecommunication 6% Logistics 14% Rail 10% 10% Water Local Government 9
Slide 10: ARR Highlights
ARR Highlights rsonal use only ARR $3,000,000 $2,500,000 • ARR growth accelerating due to contract wins in Insurance, Retail and Construction $2,000,000 • Growing sales pipeline and increased deal conversion $1,500,000 • Launched Climatics 2.0 to respond to shifting consumer $1,000,000 needs and gro
Slide 11: Total addressable market of >$50bn
rsonal use only • Private weather forecasting and alerts represent a US$7bn market in the USA alone, according to a report by the United States National Weather Service* Total addressable • Given that Australia represents 1.6% of global GDP we estimate the global addressable market is >$50bn market
Slide 12: Proprietary Technology
rsonal use only Proprietary Technology • Bushfires, storms and other natural disasters cost on average $38bn per Aeeris warns national transport services of impending year in Australia and is expected to rise to $73bn by 20601 floods to divert heavy haul operations from passing through corridors tha
Slide 13: Core Products
Core Products rsonal use only Alerting Climatics ≈ Forecasting Embargo Advance warnings via SMS Australia’s most Tailored to client A warning service for and email for: comprehensive database of requirements with alerts selected weather hazards to • Severe weather historical acute and chronic when s
Slide 14: Upgraded Products
Upgraded Products rsonal use only Hail Climatics 2.0 Spatial Analysis Flood Monitoring Providing real time updates of Completed, launched with Under development for several 24/7, 365 day per year flash hail size, location and where it customer signed in FY22, years, the Spatial Analysis flood and fl
Slide 15: Growth Drivers
Climate Change 01 Global recognition of the current climate emergency and efforts required to combat it. rsonal use only Regulation Growth 02 The regulatory and investment environment now demands quantifiable disclosure of physical and chronic climate risk by reporting entities. Directors and office
Slide 16: Climate Risk on the Radar
rsonal use only Climate Risk on the Radar “Companies need to take their climate change disclosures seriously. ”The February 2022 rain event that struck from Maryborough in Queensland, all Analysis by global insurance underwriters indicates that the world may the way to Sydney, left more than $5bn in
Slide 17: Application of Risk Data
Application of Risk Data rsonal use only Through the application of our climate risk intelligence, Aeeris provides clients with: Climate Risk Disclosure: A disclosure of physical and chronic risks that may affect a company’s operations Incredible footage of water spilling from Wyangala Dam after hea
Slide 18: Climate Risk Intelligence
Climate Risk rsonal use only Intelligence • Climatics provides ‘climate context’ across 11 different hazards for any location https://www.earlywarningnetwork.com.au/services-climatics • Compare a set of assets in a simple, quick and homogenous way • Understand hazard impacts from the past and into t
Slide 19: Unique Data - Climate Risk V2.0
Unique Data – rsonal use only Climate Risk V2.0 • Historical geospatial event data uniquely mapped and analysed by the Company to obtain an accurate physical and chronic risk score for any location • Solution fills gap in risk data as identified and validated by big four auditors • Use real data vs
Slide 20: Thank You
rsonal use only Thank You Aeeris Limited (ASX: AER) Level 8, 210 George St, Sydney NSW 2000 Australia Contact Kerry Plowright kerry.plowright@ewn.com.au v 0403 147 197