Nano Dimension Ltd · NASDAQ:NNDM

Nano Dimension — Investor Presentation (September 2021)

68 slides from Nano Dimension's investor presentation, Sep 20, 2021

  1. Slide 1: Investor Presentation September 2021

    Investor Presentation September 2021 © 2 0 2 1 - P R O PR I E T A RY 1

  2. Slide 2: Forward Looking Statements

    © 2 0 21 – P RO P R I ET A RY | N a s d a q : NN D M 2 Forward Looking Statements This presentation of Nano Dimension Ltd . (the “Company” or “Nano Dimension”) contains “forward - looking statements” within the meaning of the Private Securities Litigation Reform Act and other securities laws . Words

  3. Slide 3: Table of Contents

    Table of Contents 3 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 1. Teaser 2. Investment Thesis 3. The Opportunities 4. Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  4. Slide 4: Appeal to an expansive array of customers

    Appeal to an expansive array of customers g iv e n t h e A M E & A M p r od u c t i on o ffe r i n g s : 2. Fabrica 2.0 Ultra Precise Micro 3D Applications Nano Dimension ’s Additive Manufacturing Systems 4 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M Acquired: A p r il 2021 1. DragonFly L

  5. Slide 5: Financials: Why Invest Now? High Gross Margins And Recurring Revenue

    Financials: Why Invest Now? Nano Dimension's Products Have High Gross Margins And Recurring Revenue from: • System sale • Service contracts • Consumables, i.e., materials P u r c h a s e Price $450K P u r c h a s e Price $350K Razor Razor - blade Model Hardware Materials E s t i m a te d Recurring R

  6. Slide 6: People who are serious about software should make their own hardware

    “People who are really serious about Software should make their own Hardware ” 6 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M “ P e o p l e w h o a r e r e a lly s e r i o u s a b o u t H a r d w a r e f o r M a n u f a c t u r i n g s h ou l d d e v e l o p t h e i r o w n Deep Learning/M

  7. Slide 7: Challenges to adoption of Additive Manufacturing

    Challenges to adoption of Additive Manufacturing (AM) Quality consistency Slow production speeds A c c u r ac y Materials development Post - processing System maintenance Yet, REAL Artificial Intelligence, i.e., Deep & Machine Learning, have rarely been applied! ( Performance Limitations, Cost, Data

  8. Slide 8: A Strategic Acquisition – Robotic Brain

    A Strategic Acquisition – “ Robotic Brain ” G a t h e r D a t a P r o c es s D a t a T r a i n Validate DeepCube was acquired for their Deep Learning/Machine Learning technology to be applied in synergistic (fabrication & end users) areas across additive manufacturing. Acquired: April 2021 Hardware

  9. Slide 9: Investment Thesis

    Investment Thesis What are Shareholders Investing in, in the case of Nano Dimension? 1. Teaser 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future 9 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  10. Slide 10: Investment Thesis: What it is Not

    I n v es t m ent Thesis What ‘it is Not ’? • A company that will show, in the short term, Revenue and Profit growth on a quarterly basis • A Company that will pay inflated prices for Acquisitions in order to accelerate Revenue growth 10 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  11. Slide 11: Investment Thesis: What it is

    I n v es t m ent Thesis What ‘it is ’? • A Company that will grow in ‘step functions’, led by: • Synergistic Acquisitions • P r o d u c t s & T e ch n o l o g i e s B r e a k t h r o u g h s • Scaling up both above into eventual s u pe r i o r r e v enu e & R O I g r o w t h Think about BioTech Inve

  12. Slide 12: Investment Thesis: How?

    I n v es t m ent Thesis How ? I n v e st m e n t i n a B a l a n c e Sh e e t … W h i c h w il l enable the fulfillment of the following Mission & Vision N an o D i m en s i o n N a s daq : NN D M 12 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  13. Slide 13: Investment Thesis: Mission & Vision

    I n v es t m ent Thesis Mission & Vision Nano Dimension Nasdaq: NNDM To transform AM electronics & adjacent AM sectors into an environmentally friendly & economically efficient additive m a nu f a c t u rin g I nd u s t r y 4 . 0 – e na b li n g a on e p r o d u c t i on - s t ep - conversion of dig

  14. Slide 14: Balance Sheet: Assets

    Balance Sheet Nano Dimension: Nasdaq: NNDM A ssets 14 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  15. Slide 15: Balance Sheet: Liabilities

    Balance Sheet Nano Dimension: Nasdaq: NNDM Liabilities 15 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  16. Slide 16: The Opportunities

    The Opp o r tu nities 01 Teaser 16 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  17. Slide 17: Modernizing The Factory

    Nano Dimension - Modernizing The Factory Other technologies have revolutionized other industries It is time for a revolution in manufacturing 17 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  18. Slide 18: Printing press historical case study comparison

    The printing press exponentially accelerated and expanded the individual capacity for production and, thus, spurred the culturally - momentous Industrial Revolution 50 0 B C E 1 4 36 C E 1 90 7 1 9 7 0 2 00 8 2 0 16 Similarly, Nano Dimension ’s AME 3D - Printing Technology Diffuses Production Capaci

  19. Slide 19: Additively Manufactured Electronics (AME) Simplifying a Complex Process

    Additively Manufactured Electronics (AME) Simplifying a Complex Process Benefits of AME AME removes many of the challenges of the intensive traditional Printed Circuit Boards ( PC B ) m a n uf a c t ur i n g , w h i c h i s a 7 0 + step process, while also allowing completely new designs. Definition

  20. Slide 20: AM Systems Appeal to an expansive array of customers

    Nano Dimension’ AM Systems Appeals to an expansive array of customers given it’s AM fabrication offerings: 2. Fabrica 2.0 Ultra Precise Micro 3D Applications 1. DragonFly LDM® – 3D AM Electronics Printing System High Performance Electronic Devices (Hi - PEDs ®) and complex circuit boards 20 © 2 0 21

  21. Slide 21: Harnessing Deep Learning

    Harnessing Deep Learning Using DEEPCUBE®, a deep learning - based AI platform, our systems will become self - improving, faster, with higher yields & higher throughputs and efficiency 21 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  22. Slide 22: In situ additive manufacturing monitoring

    “In situ” additive manufacturing monitoring In short, applying Deep Learning to some of AM’s greatest challenges, unlocks value! Dee p l earn i ng - ba s e d AI Real time imaging The Winning Formula for AM & AME 22 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  23. Slide 23: Opportunities to leapfrog with Deep Learning/Machine Learning M&A

    Opportunities to leapfrog with Deep Learning/Machine Learning M&A Type NG (NewGen) will be focused on moving a current AM technology closer to production scale volumes by addressing: Quality consistency Slow production speeds Post processing 23 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  24. Slide 24: DeepCube: Driving a 10X ML Economics

    C NN R NN T r an s f o rm e r MLP D E E P C U B E C PU AI ASIC A RM G PU Driving a 10X ML Economics Fusing together Training & Inference 24 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  25. Slide 25: Overview of Nano Dimension

    Overview of Nano Dimension 01 Teaser 25 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  26. Slide 26: Additively Manufactured Electronics: Two Means to Achieve AME

    Additively Manufactured Electronics DragonFly LDM® 2.0 3D Printing System • Available for purchase or lease • Easy ordering for our proprietary consumables (chemical inks) • System training and support NaNoS® 3D Fabrication Services • A collaborative creation and design process • Option to create pr

  27. Slide 27: Industry-Leading, Ground-Breaking AME Tech

    Industry - Leading, Ground - Breaking AME Tech The DragonFly ® AME System manufactures High - Performance Electronic Devices (Hi - PEDs ® ) through one - of - a - kind, AI - driven 3D - inkjet process. 27 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  28. Slide 28: How does AME Work?

    Additively Manufactured Electronics (AME) Simplifying a Complex Process How does AME Work? The Object Is Built Up, Layer By Layer, Through Full Stack Thickness 1. Two Inkjet Printheads apply sly 2. Both Materials Simultaneou 28 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  29. Slide 29: High Performance Electronic Devices (Hi-PEDs)

    High Performance Electronic Devices (Hi - PEDs®) Nano Dimension’s machines and processes allow for previously unprecedented geometries and complex devices - ushering in a new age of more efficient and more accessible technology - known a s Hi gh - P erformance E lectronic D evice s – Hi - PEDs® 29 ©

  30. Slide 30: Additive Manufacturing for Micro Parts: Fabrica 2.0

    A dditive M anufacturing for Micro Parts The Fabrica 2.0® System • Applies additive manufacturing (AM) to micro manufacturing • Provides unparalleled synergies with DragonFly LDM AME system • Enables inter - tile stitching, allowing for large build volume printing I m p lem en t e d b y t h e r e c

  31. Slide 31: Deep Learning-based AI: Higher Yield, Self-improving, Faster

    Drives better performance – higher throughput and yield - based on self - learning, self - improving, and self - correcting algorithms Advances technology by generations and erects barriers for entry and competitive edge for competition Deep Learning - based AI: Higher Yield, Self - improving, Faste

  32. Slide 32: Current AME Tech - Patents

    Current AME Tech - Patents Currently, we hold over 106 patent applications • Including, 18 US - granted patents • Fabrica Group acquisition entailed 6 additional patents 32 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  33. Slide 33: Nano Dimension's Global Operation

    Nano Dimension ’s Global Operation over 60 DragonFly® AME • Sold Machines • Built HQ in USA and Sales organizations in th e U n i t e d S t a t es, As i a , & E u r o p e over $1.47 billion cash • Raised on NASDAQ • With no debt AS I A E U R O P E A M E R I CA o v e r $ 8 0 m ill i o n i n R & D • I

  34. Slide 34: Present Investment Information

    Present Investment Information $ 1 . 4 b illi o n c a s h o n b a l a n c e sheet ( w i t h n o d e b t) ~$6.50 Per ADS s t o c k p r i ce ( N a s d a q : NN D M ) S us t ai n e d High Trading Volumes 34 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  35. Slide 35: Investment advantage

    Investment advantage Nano Dimension is uniquely able to • Drive a full - fledge, three - pronged business development strategy across R&D , Go - To - Market , and M&A • Build and execute a strategy e vo lvi n g t o w a r d h i g h - mi x - l o w - volume production • Combine Additive Manufacturing a

  36. Slide 36: The Products

    The P r o d u cts 01 Teaser 36 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  37. Slide 37: Problems With Current PCB/AME/AM Manufacturing

    Problems With Current industries of PCB/AME/AM Manufacturing: Poor energy efficiency, eco - unfriendly, Wasteful, no t - s u pp o r ti n g sustainability 01 02 Slow production time and high costs Long Tine To Market Supply Chain issues Potential for IP theft 03 37 © 2 0 21 – P R O P R I ET A R Y | N

  38. Slide 38: Problems: Poor energy, environmental, waste sustainability

    Problems With Current industries of PCB/AME/AM Manufacturing: 38 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M Poor energy, environmental, waste sustainability Excessive Energy Use • Due to poorly and irredeemably designed global supply chains Detrimental carbon footprint • Due to poorly an

  39. Slide 39: Problems: Slow Production Time and High Costs

    Problems With Current industries of PCB/AME/AM Manufacturing: 39 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M Slow Production Time and High Costs Process – from initial innovation to having a product in hand – is both unnecessarily slow and high in cost.

  40. Slide 40: Problems: Potential for IP theft

    Problems With Current industries 40 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M of PCB/AME/AM Manufacturing: Potential for IP theft Outsourcing manufacturing, especially in a competitive world, creates untold intellectual property (IP) concerns • Hardware design companies regard their PCB

  41. Slide 41: Solution: Nano Dimension Systems

    Solution: Nano Dimension Systems We resolve every inefficiency within traditional production methods, and we launch tech production into a new generation entirely More sustainable and demonstratably so on key ecological, environmental, and waste metrics. Faster with prints performed in 24 - 48 hours

  42. Slide 42: Solution: More Sustainable with Nano Dimension Systems

    Solution: More Sustainable with Nano Dimension Systems The Dragonfly LDM’s in - house system : • Combines over 70 steps into one complete process • Optimizes material use and drastically cuts environmental impacts • Minimal relative energy use • Almost 100% savings in transportation energy and impac

  43. Slide 43: Solution: Faster Nano Dimension Technology

    S o lu t i o n : F a st e r N a no Di m en s i on T ec hnol o g y DESIGN ECAD PoC & PROTOTYPING T E S T IN G T OOL I NG PRODUCTION Nano Dimension AME System • A cc e l e r a t e P r o d u c t D ev e l o p m e n t and Reduce Time to Market • In House Rapid Prototyping with Nano Dimension AME System D

  44. Slide 44: Revolutionary outputs: Hi-PEDs

    Revolutionary outputs: Hi - PEDs® Nano Dimension’s DragonFly LDM 2.0 produces high quality Hi - PEDs ® and Complex P rinted C ircuit B oards ( PCBs ) 44 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  45. Slide 45: Revolutionary outputs: Micro parts

    Revolutionary outputs: Micro parts • Fabrica 2.0® introduces A dditive M anufacturing ( AM ) to the micro manufacturing process • Harnesses semiconductor lithography alongside advanced optics to execute t h e m o s t a dv a n c ed 3 D p r i n ti n g to d a te • No tooling cost, minimal set - up cost

  46. Slide 46: Markets & Traction

    Markets & T r acti o n 01 Teaser 46 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. T h e P ro du c t s 6. The Markets 7. Financials 8. The Future

  47. Slide 47: Market: Nano Dimension has a promising outlook

    Market: Nano Dimension has a promising outlook * 0 500 1000 1500 2000 2500 3000 3500 4000 4500 2017 2026 Global 3D PRINTED ELECTRONICS MARKET 2018 2019 I D T E C HEX 2019 2020 2021 2022 DataM Intelligence, 2018 2023 2024 2025 Transparency Research 2018 47 © 2 0 21 – P R O P R I ET A R Y | N a s d a

  48. Slide 48: Market: 3D Printed Electronics market growth

    Market: Nano Dimension has a promising outlook 3 D Printed Electronics market is expected to be worth $ 2 . 4 billion by 2025 - DataM Intelligence (2018) • 44.46% projected CAGR from 2018 to 2026 • The market for professional PCB prototyping is currently growing very rapidly, almost entirely due to

  49. Slide 49: Market: Supply chain localization

    Market: Nano Dimension has a promising outlook I n a p ost - c o r o n a wo r l d , d a ta p r o je c ts i n ef f i c i e n t, r i s k y s u pp l y c h a i n s . Companies move to tighten supply chains, move towards in - house production The global supply chain right now is disrupted … the high – te

  50. Slide 50: Current Customers by industry

    Current Customers by industry Automotive and Industrial • Leading Automotive and Industrial companies Tech • Multi - billion USD valued Tech Giant D e f en s e • 3 multi billion - dollar U.S. Defense Manufacturers • 2 European Defense Manufacturers • Multiple Secret Service Agencies Aerospace • Lead

  51. Slide 51: Current Customers by geography

    Current Customers by geography 51 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

  52. Slide 52: Customer Testimonials

    Customer Testimonials “ The DragonFly system enables us to achieve quick results with higher quality performance than traditional manufacturing processes ” Prof . Massimo De Vittorio CBN - IIT — Lecce — Italy “ The ability to manufacture RF systems in - house offers an exciting new means for rapid a

  53. Slide 53: Certifications

    Certifications In - house DragonFly system manufacturing FC C CE UL C SA E A C Nano Dimension has the right certifications to get the job done Top Quality certified ITAR REGISTRATION GRANTED, CERTIFYING CLEARANCE TO WORK IN CONJUNCTION WITH U.S. MILITARY ISO 14001 certified OHSAS 18001 c e r ti f i

  54. Slide 54: Financials

    Financials 01 Teaser 54 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  55. Slide 55: Financials: Why Invest Now?

    Financials: Why Invest Now? Well financed with $1.4 billion cash , & no debt 1 ~ $ 6 - 6 . 50 /ADS stock price showing upside relative to c a sh & b u si n e ss p l a ns 2 Steadily Demonstrated Trading liquidity 3 BioTech investment model with hedged downsides 4 $17.2 million in cumulative revenue (

  56. Slide 56: Financials: Why Invest Now? Share price growth

    Financials: Why Invest Now? From March 29, 2020, to July 25, 2021 • $0.65/share $6.37/share • 55% Month - over Month Growth • 704% Year - over - Year Growth Versus S&P • Averaged 20.3% Year - over - Year Growth in last five years Since the series of secondary offerings starting in 2020, Nano Dimensi

  57. Slide 57: Financials: Business value expected to rise with investment

    Financials: Why Invest Now? Nano Dimension Business value is expected to rise with investment in M&A, Commercialization, and R&D • S&P Year - over - Year Growth Rate in Last 5 Years: 20.3% • Nano Dimension’s Year - over - Year Growth Projection Next 5 Years: 100% • With fast product development time

  58. Slide 58: The Future of Nano Dimension

    The Future of Nano Dimension 01 Teaser 58 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M 2. Investment Thesis 3. The Opportunities 04 Overview of Nano Dimension 5. The Products 6. The Markets 7. Financials 8. The Future

  59. Slide 59: Three-pronged approach: R&D, Go-To-Market, M&A

    Since early 2021, a three - pronged approach was planned and implemented as per Nano Dimension’s vision and mission : 1 - Accelerated R&D + Product Development 2 – Customer centric Go - To - Market 3 - Synergetic M&A Growth Strategy: Business Development © 2 0 21 – P R O P R I ET A R Y | N a s d a q

  60. Slide 60: Growth Strategy: Research & Development

    Growth Strategy: Research & Development A multi - generation plan of systems development is being run in - parallel to help Nano Dimension customers realize production scale volumes. • Stage I • Stage II • Stage III • Stage IV • Stage V 60 DragonFly PIK* - End 2021 DragonFly MARK* - Manufacturing An

  61. Slide 61: Growth Strategy: Go-To-Market Human Capital Expansion

    Growth Strategy: Go – To – Market Human Capital Expansion Nano Dimension is building GTM team in order to accelerate growth strategies E x p a n d i n g te a m & c a p a b ili t i es o f Sales, Marketing & Support groups in all geographic regions Team Members 600 4 00 200 0 Q 1 2021 Q 3 2 022 Q 3 2

  62. Slide 62: Growth Strategy: Go-To-Market

    Growth Strategy: Go - To - Market • B u ildi n g a C o mm e r c i a l D i v i s i o n w i t h ability to reach and service customers globally, including growing Florida based • USA HQ • Nano Dimension focuses on commercialization of products: Invest heavily to populate the market with 3D Printing fa

  63. Slide 63: Growth Strategy: Synergetic Mergers & Acquisitions

    63 Growth Strategy: Synergetic Mergers & Acquisitions • I n - h o u s e M & A t e a m i s d r i v i n g a f o c u s e d M & A strategy that seeks to help Nano Dimension to: • Realize customer synergies • Accelerate R&D with enabling technologies • Increase capabilities across the larger supply chain

  64. Slide 64: 170+ target companies later…

    170+ target companies later… In the last twelve months over 170 target companies were scanned with focus on technologies, customers, and business models. OBSERVATIONS: iii. i. Type A: Inflated valuations – Asking prices (Type A) are regularly 10+ times EBITDA (historical average = 7 - 9 times EBITDA

  65. Slide 65: Synergetic M&A strategy

    Vertical i n t eg r a t i on Equipment and assembly ( C ) Synergetic M&A strategy 3 types of acquisitions were explored, Type NG is now added Type A – Customer access Connecting to our potential customers Type B – Technologies To advance Nano Dimension’s AME 3D - printing Type C – Capital equipment

  66. Slide 66: New: The Right Management Team

    New: The Right Management Team Yoav Stern CEO and Chairman Zivi Nedivi President Ziki Peled COO • President & CEO of DVTEL Inc., Video Software company. • Co - Chairman, Bogen Corporation • Executive Chairman, Kellstrom Industries Inc. • VP, Elron Electronic, public, high - tech investments • New Yo

  67. Slide 67: Research & Development leadership

    VP Research & Development • V P R & D at K i t ov. a i , a 3 D i n s p e c t i o n, robotics and Al, • FPD Division President and as Chief Product Officer at Orbotech Ltd. (Nasdaq: KLAC) • M.Sc. degree in Physical Chemistry from the Weizmann Institute of Science, • MBA degree from Tel Aviv Universit

  68. Slide 68: Thank You

    Thank You @n a n o - d i . c o m 68 © 2 0 21 – P R O P R I ET A R Y | N a s d a q : NN D M

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