Zicom Group Limited · ASX:ZGL
Zicom — Investor Presentation (November 2012)
17 slides from Zicom's investor presentation, Nov 16, 2012
Slide 1: Riding the Waves of Change
For personal use only Riding the Waves of Change “The winds and the waves are always on the side of the ablest navigators.” By Edward Gibbon, Historian (1737-1794) Investor Presentation 16 Nov 2012
Slide 2: 2012 Key Financial Performance
2012 Key Financial Performance For personal use only Net Profit S$8m EPS Sgp 3.69 cts Dividends per share Aus 1 cts (5.6% yield) ROE 9.7% NTA per share Sgp 34.22 cts Net Working Capital S$42.42m Cash S$24.45m
Slide 3: Consolidated Revenue Vs. NPAT Trend
ZICOM GROUP LTD Consolidated Revenue Vs. NPAT Trend For personal use only S$'million 160 147 18 Millions Millions 135 16 140 127 131 120 14 108 95 14.1 12 100 Revenue Net Profit 10 80 10.0 10.1 8.7 8 60 7.8 7.8 6 40 4 20 2 0 0 2007 2008 2009 2010 2011 2012 Revenue NPAT Consolidated Revenue Vs. NPAT
Slide 4: Revenue by Segment
Revenue by Segment For personal use only FY2012 FY2011 Industrial & Precision Precision Mobile, Engineering Industrial & Engineering $3.20m, 3% & Mobile, & Offshore Automation, $3.21m, 2% Automation, Marine, Oil $30.65m, $34.90m, & Gas, 21% 27% $34.35m, 26% Construction Construction Offshore , $57.3
Slide 5: Earnings Record
Earnings Record For personal use only Net Profit (S$m) EPS (Sgp cents) 6.62 $14.09 4.82 4.86 $10.14 4.60 $10.04 4.31 $8.70 3.69 $7.76 $7.84 FY07 FY08 FY09 FY10 FY11 FY12 FY07 FY08 FY09 FY10 FY11 FY12
Slide 6: ROE & Dividend
ROE & Dividend For personal use only ROE Dividend (Aust cents) 1.00 1.00 28.6% 0.85 0.80 21.5% 19.5% 19.3% 0.60 16.4% 9.7% 0.20 FY07 FY08 FY09 FY10 FY11 FY12 FY07 FY08 FY09 FY10 FY11 FY12
Slide 7: FY2012 Review
FY2012 Review For personal use only • (Marine) Slow demand due to rationalization of shipbuilding industry • (Oil & Gas) Challenges in integrating cross culture engineering team and execution of project • (Construction) Resilient demand for construction equipment in Asia • (Precision Engineering & A
Slide 8: General Business Outlook
For personal use only General Business Outlook
Slide 9: Offshore Marine
For personal use only Offshore Marine • Outlook o Sustainable resurgence in demand for deck machinery. o Well positioned to participate in supply to high end deep sea operations o Sustainable growth prospects
Slide 10: Oil & Gas
For personal use only Oil & Gas • Outlook o Improved capabilities in engineering & project management o Strategic alliances with international partners o Strengthened growth prospects
Slide 11: Construction
Construction For personal use only • Outlook o Consolidated production in Thailand for mixers enable us to maintain competitiveness. o Refocusing on rental of foundation equipment to support any slowdown in construction activities o Strong financial position enables us to maintain competitive positi
Slide 12: Precision Engineering & Automation
For personal use only Precision Engineering & Automation • Outlook o Increased recognition by MNCs as competitive contract manufacturer. o Strong capabilities in new product introduction o Sustainable outlook and demand.
Slide 13: Investments in Disruptive Technologies with Prospects in Exponential Growth
For personal use only Investments in Disruptive Technologies with Prospects in Exponential Growth
Slide 14: Orion Flip Chip Thermal Bonder
Orion Flip Chip Thermal Bonder For personal use only • Secured order for 1st commercial unit by China’s leading chip assembler • Take off in orders has commenced • Industry projection for flip chips to increase 10% due to demand for handheld devices
Slide 15: Curiox Drug Discovery Bio-Instrumentation
Curiox Drug Discovery Bio-Instrumentation For personal use only • DropArray technology validated by Genentech USA, pioneers in biotechnology. • Technology proven to save costs in drug discovery processes by more than 50%. • Currently technology being trialed by 10 key players in USA and Europe with
Slide 16: Biobot Surgical Robot
Biobot Surgical Robot For personal use only • Obtained regulatory approvals with FDA, CE, TGA, and DOH • Engineering refinements completed, commercial unit expected to be ready 1Q2013 • Commercialization target in 2Q2013
Slide 17: Thank You
For personal use only Thank You