Jlt Mobile Computers Ab · OMXSTO:JLT
Jlt Mobile Computers Ab — Remium Company Presentation 2018
17 slides from Jlt Mobile Computers Ab's conference presentation, Feb 12, 2018
Slide 1: JLT Mobile Computers AB – Company Presentation at Remium
JLT Mobile Computers AB Company Presentation at Remium Feb 12, 2018 Per Holmberg, VD 1
Slide 2: Introduction of JLT Mobile Computers
Introduction of JLT Mobile Computers • We help customers improve productivity by enabling reliable management of information in demanding environments • We develop rugged mobile computers for customers with high demands on ruggedness, performance and reliability • We are unique in our ability to ada
Slide 3: Products
Products JLT1214x vehicle-mount computers for JLT:Care service-level agreements warehousing and logistics JLT:Works professional services VERSO heavy-duty vehicle-mount computers Accessories MT2010 tablet for hand carried use 3
Slide 4: Global Market
Global Market JLT Headquarters JLT Sales Office Växjö, Sweden Stockholm, Sweden JLT Inc. US-Office Production Site Chandler, AZ, USA Ronneby, Sweden 4
Slide 5: Warehousing and Logistics
Warehousing and Logistics Warehousing Management System (WMS) Mounted in forklifts– vibrations! Wall-mount for receiving inspection Inside the four walls, can be dusty, cold (e.g., freezer storage) and humid WiFi-coverage often a challenge Bluetooth, serial port or USB for connecting scanners, print
Slide 6: Transportation
Transportation Used on cross-docks indoor and outdoor – rain, cold/warm weather In truck – bright sunlight, dusty WWAN (4G) and GPS often a requirement 6
Slide 7: Ports
Ports Terminal Operating System (TOS) Mounted in cranes and port vehicles Direct sunlight, humidity, salt fog GPS, WiFi and 4G Reliability very important 7
Slide 8: Mining
Mining Mounted on mining equipment – humidity, dust, vibrations and shock, temperature variations, mixed lighting conditions 4G, GPS, WiFi, or no radio Reliability very important 8
Slide 9: Agriculture
Agriculture Humidity, dust, temperature variations, direct sunlight WWAN (4G), GPS Often small cabins Thick clients – processor performance 9
Slide 10: History
History Revenues JLT founded by Jan Olofsson 1994 Established in the US 1999 Listed on the stock market since 2002 “Running Business” + Strategy shift 3 large project deals towards Global Financial Crisis! ”high-end” Own US- ”Running Business” subsidiary New CEO continues to grow December 2014 Per H
Slide 11: 2017 Numbers
2017 Numbers • Order Intake SEK 110M (130) • Revenues SEK 113M (127) • Gross Margin 44% (43) • Operating Profit SEK 9.3M (13) • Operating Margin 8.2% (10) • Profit after Tax SEK 7.0M (11) • Dividend SEK 0.15 (0.15) 11
Slide 12: Comments on 2017
Comments on 2017 • Consistent growth strategy… – Strengthen sales channel and market presence – Develop the offering with products and services • …generates a long-term positive trend – Total revenues down 10% compared to previous year – “Running business” continues to grow, up 16% year to year – US
Slide 13: Fourth Quarter 2017
Fourth Quarter 2017 • Order Intake SEK 29M (35) – Note: Order intake in Januari • Revenues SEK 27M (35) • Gross Margin 43% (47) – Note: Strong USD had a positive impact in Q4 previous year • Operating Profit SEK 1.3M (4,5) • Operating Margin 4.6% (13) 13
Slide 14: Continuing Proven Path of Success
Continuing Proven Path of Success • Continuously develop our portfolio towards the high-end of the market – Launch new generation product Q1 ’18 – Complement with accessories and services • Expand market presence in growing segments – Continue expansion of reseller network • Develop organization 14
Slide 15: The JLT Share
The JLT Share • Listed on Nasaq First North • Number of shares: 27,902,000 – ISIN SE0000725624 – Options outstanding: 1,000,000 expiring • Remium Nordic Holding June 2018, exercise price of SEK 3.17 AB CA & Market Maker • Turnover 2017 – 20.8 (18.8) Million shares (75% of total) • Proposed dividend
Slide 16: Summary
Summary Consistent growth strategy generates positive trend Strengthened sales channel and market presence Developed product portfolio and services offerings Position JLT well for long-term profitable growth 16
Slide 17: www.jltmobile.com
www.jltmobile.com 2/13/2018 17
JLT Mobile Computers — Remium Company Presentation 2018 on 6ix