Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Q2 2021 Earnings Presentation
15 slides from Baylin Technologies's earnings presentation, Aug 11, 2021
Slide 1: Investor Presentation August 11th, 2021
In vesto r P resen tatio n A u g u s t 11 t h , 2 0 2 1 B AY L I N T E C H N O L O G I E S ( T S X : B Y L ) Baylin is a leading diversified global wireless technology company. Baylin focuses on research, design, development, manufacturing and sales of passive and active radio frequency products, te
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation includes “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 historical fact. Rather, they are disclosur
Slide 3: Financial Snapshot
FINANCIAL SNAPSHOT Ticker TSX:BYL Shares Outstanding 62.5 million FD Shares Outstanding(3) 66.0 million Recent Share Price $0.98 52-Week Range $0.74- $2.14 Market Capitalization (bsc) $61.2 million Cash and Cash Equivalents(1) $8.6 million Bank Debt(1) (2) $32.2 million Debentures $5.2 million Enter
Slide 4: Business Overview: Baylin At A Glance
BUSINESS OVERVIEW Baylin At A Glance ― Company Snapshot Diversified Businesses Satellite Connectivity Mobile Infrastructure Embedded Products Antennas Antennas Antennas 5 R&D centers: Ottawa, Montreal, Pennsylvania, Phoenix, Seoul Baylin is a global technology growth company, dedicated 720 Employees
Slide 5: Broad Geographic Footprint
BROAD GEOGRAPHIC FOOTPRINT Moscow, Russia Ottawa, ON London, England Montreal, QC Toronto, ON Seoul, South Korea Newark, NJ Wuxi, China Atlanta, GA Beirut, Lebanon Dallas, TX Phoenix, AZ Bogota Hanoi, Vietnam Legend Baylin HQ Baylin R&D São Paulo, Brazil Baylin Sales Baylin Manufacturing 5
Slide 6: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS Jeffrey C. Royer Leighton Carroll Chairman Chief Executive Officer Director Since: Sep. 2013 Harold Wolkin Barry J. Reiter Vice-Chairman Lead Director Director Since: Director Since: Nov. 2013 Nov. 2013 Don Simmonds Janice Davis Director Director Director Since: Direct
Slide 7: Business Overview: Business Lines
BUSINESS OVERVIEW Baylin At A Glance ― Business Lines Revenue by Business Line (C$ millions, based on FY2020A) Mobile Embedded Infrastructure Mobile Antennas SatCom • Traditionally found in mobile devices, the application has been extended to additional applications such as artificial intelligence,
Slide 8: Global, Blue Chip Customer Base
BUSINESS OVERVIEW Global, Blue Chip Customer Base Satellite Connectivity Products 800 800+ current Baylin customers Infrastructure Antennas Embedded Antennas 150 Mobile Antennas 2013 2014 2015 2016 2017 2018 2020 2018 Top 3 customer concentration has decreased from 61% in FY2015 to 37% in FY2020. Po
Slide 9: Large and Growing Key Addressable Markets
BUSINESS OVERVIEW Large and Growing Key Addressable Markets Market Growth (CAGR) (1) Embedded Antennas (incl. IoT) ~23% US$18 Billion US$5.7 Billion (TAM) (2) 20%+ Infrastructure Antennas US$7.5 Billion (3) 7% Satellite Connectivity Products US$4.0 Billion (4) -0.3% Mobile Antennas US$0.9 Billion Sm
Slide 10: Galtronics: Uniquely Positioned to Contribute to Growth
GALTRONICS Uniquely Positioned to Contribute to Growth Embedded Antennas & IOT Infrastructure Antennas The number of use cases for connected devices Wireless operators upgrading to 5G, new entrants has been growing substantially YoY such as cable companies, and the rise of private wireless netwo
Slide 11: Advantech Satellite Technology
ADVANTECH SATELLITE TECHNOLOGY Commercial Growth Drivers 30+ ↑ 50% Increased connectivity Years of experience LEO and C-Band Satellite Broadcast requirements for earth stations upgrades will drive Operators who have necessitate higher powered investment in Satellite adopted Advantech’s new amplifi
Slide 12: Financial Results and Outlook
FINANCIAL RESULTS AND OUTLOOK
Slide 13: Quarterly Revenue and EBITDA
QUARTERLY REVENUE AND EBITDA IMPACTS IN RECENT QUARTERS IN PART DUE TO COVID PANDEMIC 13
Slide 14: Outlook and Growth Opportunities
BUSINESS UPDATE Situation Overview • Recent financial results have been impacted by COVID-19 Financial • Baylin has undergone reductions in its cost base to mitigate top-line and operating pressures Performance • Private placement injects new equity into the business while the company has simultaneo
Slide 15: Innovative Wireless Solutions
I N N O V A T I V E Wireless Solutions USA | China | Korea | Vietnam | Canada | Brazil |Europe