Eroad Limited · NZX:ERD
Eroad — The Insider: Meet the CEO's Live Webcast (June 2021)
10 slides from Eroad's conference presentation, Jun 23, 2021
Slide 1: The Insider: Meet the CEO's Live Webcast
THE INSIDER: MEET THE CEO’S LIVE WEBCAST 23 JUNE 2021 | STEVEN NEWMAN
Slide 2: Important Information
IMPORTANT INFORMATION The information in this presentation is of a general nature and does not constitute financial product advice, investment advice or any recommendation. Nothing in this presentation constitutes egal, financial, tax or other advice This presentation may contain projections or forwar
Slide 3: EROAD is a hardware enabled SaaS company who pioneered regulatory telematics
EROAD IS A HARDWARE ENABLED SAAS COMPANY WHO PIONEERED 126,203 CONTRACTED UNITS REGULATORY TELEMATICS Purpose is Provides Develops 94.9% ASSET RETENTION RATE SAFER AND MORE REGULATORY COMPLIANCE TECHNOLOGY SOLUTIONS SUSTAINABLE ROADS AND TELEMATICS SOFTWARE to manage vehicle fleets, support $ 58.30
Slide 4: The global telematics industry poised for significant growth
THE GLOBAL TELEMATICS • Digital Transformation of the Transportation industry INDUSTRY POISED FOR • Acceleration towards road pricing SIGNIFICANT GROWTH • Health & Safety focus continues to increase • Government supported/mandated regulatory telematics solutions forecast THE GLOBAL TELEMATICS INDUST
Slide 5: EROAD Today
EROAD TODAY NEW ZEALAND NORTH AMERICA AUSTRALIA 9% GROWTH IN UNITS 4% GROWTH IN UNITS 745 UNITS ADDED IN FY21 (FY21: 87,892 FY20: 80,366) (FY21: 35,437 FY20: 34,002) (FY21: 2,874 FY20: 2,120) 95.8% 92.8% $(0.9)m ASSET RETENTION RATE ASSET RETENTION RATE EBITDA (FY20: 96.1%) (FY20: 95.2%) (FY20: $(1.
Slide 6: 8% growth since FY20, despite COVID-19
140,000 TOTAL CONTRACTED UNITS 122,193 126,203 8% GROWTH SINCE FY20, 2,874 120,000 116,488 2,373 ANZ Australia DESPITE 2,120 North America 1 New Zealand 108,414 COVID-19 1,513 100,000 96,106* 86,240 • Contracted units continued to grow 35,437 35,294 across all regions 34,002 80,000 77,600 • However,
Slide 7: Growth through retention and account upgrades despite uncertainty for our customers
GROWTH THROUGH RETENTION AND ACCOUNT UPGRADES DESPITE UNCERTAINTY FOR OUR CUSTOMERS 94.9 ASSET % 640 CUSTOMERS RENEWED RETENTION RATE THEIR EROAD PLAN (13,821 contracted units) 07
Slide 8: Growth through account expansion
GROWTH THROUGH ACCOUNT EXPANSION Increases Improved Retention addressable market ARPU Tool EROAD CLARITY EROAD GO EROAD DAY MyEROAD FLEET EROAD INSPECT EROAD WHERE DASHCAM LOGBOOK MAINTENANCE Dual facing dashcam. A workflow application Simplifies fatigue Simplifies vehicle Makes vehicle inspections Affo
Slide 9: Strategic priorities across our markets
STRATEGIC PRIORITIES ACROSS OUR MARKETS STILL SIGNIFICANT FOCUSED ON INCREASING GROWTH OPPORTUNITIES THE ADDRESSABLE MARKET BUILDING BRAND IN NEW ZEALAND IN NORTH AMERICA IN AUSTRALIA • Grow connected units to 100,000 over the • Grow connected units to 50,000 over the • Grow number of connected unit
Slide 10: Questions & Answers
QUESTIONS & ANSWERS 10
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