Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Investor Presentation (June 2020)
21 slides from Baylin Technologies's investor presentation, June 2020
Slide 1: Baylin Technologies Investor Presentation June 2020
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 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 diversified leading global wireless technology management company. Baylin focuses on research, design, development, manufacturing and sales of passive and active RF Satellite
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . This presentation includes “forward-looking information” and “forward-looking statements” within the meaning of applicable securities laws. Forward-looking information is not a statement of historical fact. Rather
Slide 3: Financial Snapshot
FINANCIAL SNAPSHOT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Ticker TSX:BYL Shares Outstanding 40.2 million FD Shares Outstanding(3) 40.8 million Recent Share Price $1.07 52-Week Range $0.47- $3.86 Market Capitalization $43.1 million Cash and Cash Equivalents(1) $13.6 million Bank
Slide 4: Who We Are
WHO WE ARE C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Diversification Reduction in major customer concentration from 46% to 30% 3 Yr. CAGR Revenue 21%; EBITDA 64% Satellite Mobile Infrastructure Embedded Connectivity Antennas Antennas Antennas 877 employees Products 5 R&D centers: O
Slide 5: Global, Blue Chip Customer Base
GLOBAL, BLUE CHIP CUSTOMER BASE C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Satellite Connectivity Products 800+ current Baylin 800 customers Infrastructure Antennas Embedded Antennas 150 Mobile Antennas 2013 2014 2015 2016 2017 2018 5
Slide 6: Broad Geographic Footprint
BROAD GEOGRAPHIC FOOTPRINT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 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
Slide 7: Experienced Board of Directors - Executive Strategy Committee
EXPERIENCED BOARD OF DIRECTORS - EXECUTIVE STRATEGY COMMITTEE C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Jeffrey C. Royer Randy Dewey Chairman Director, President & CEO Director Since: Sep. 2013 Director Since: Sep. 2013 Harold Wolkin Barry J. Reiter Vice-Chairman Lead Director Dire
Slide 8: Baylin Management Team
BAYLIN MANAGEMENT TEAM C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Baylin Executive Management Team Randy Dewey Minya Gavrilovic Michael Wolfe Philip Mohtadi Daniel Kim EVP Corporate President & CEO COO and CTO Chief Financial Officer General Counsel Development Year Joined: 2015 Yea
Slide 9: Large & Growing Key Addressable Markets
LARGE & GROWING KEY ADDRESSABLE MARKETS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Market Growth Baylin Gross (CAGR) Margin Embedded Antennas (incl. cIoT) US$18 Billion (1) ~23% ~45% US$5.7 Billion (TAM) (2) Infrastructure Antennas 20%+ 40%+ US$7.5 Billion (3) Satellite Connectivity
Slide 10: Galtronics: Uniquely Positioned to Contribute to Growth
GALTRONICS Uniquely Positioned to Contribute to Growth C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Embedded Antennas Cellular IoT (cIoT) ◆ Percentage of routers that have shifted ◆ Baylin is one of only a handful of ~90% to embedded antenna solutions since Unique vendors who is certi
Slide 11: Advantech/Alga
ADVANTECH/ALGA C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Satcom acquisitions add mm capabilities, a key technology in 5G rollout across all infrastructure segments Commercial Growth Drivers 30+ 4x 50% ◆ In Flight Connectivity via SATCOM Years of experience generates massive demands
Slide 12: Financial Results Q1 2020
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . FINANCIAL RESULTS Q1 2020 12
Slide 13: Quarterly Revenue Growth
QUARTERLY REVENUE GROWTH C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 13
Slide 14: 2020 Outlook
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 2020 OUTLOOK 14
Slide 15: 2020 Outlook: Synergies, LEO Evolution, Product Development
2020 OUTLOOK C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . ◆ Synergies | The acquisitions of Advantech Wireless and Alga Microwave have yielded their first cross selling benefit with a purchase order for our newly launched Summit Series of SSPA’s to a Tier 1 North American carrier for
Slide 16: 2020 Outlook: 3GPP, FirstNet, Building Channels
2020 OUTLOOK C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . ◆ 3GPP | The next 5G NR (new radio) Release 16 will focus on expansion to new service areas/devices/business models/spectrum – URLLC (ultra reliability low latency communications), DSS (dynamic spectrum sharing), vehicle commun
Slide 17: 2020 Outlook - What Is Massive MIMO?
2020 OUTLOOK - WHAT IS MASSIVE MIMO? C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Massive multiple-input multiple-output (MIMO) utilizes many antennas at the transceiver to improve diversity gain. It also takes advantage of uncorrelated propagation paths for higher efficiency and high
Slide 18: 2020 Outlook - MMU Industry Forecast
2020 OUTLOOK – MMU INDUSTRY FORECAST C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Global Massive MIMO Market is expected to reach US$5.67 Billion by 2024 from US$1.09 Billion in 2017 at a CAGR of 24.4%. Other estimates range as high as US$8-20B. 18
Slide 19: 2020 Outlook - MMU Program
2020 OUTLOOK - MMU C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . ◆ MMU program | production beginning Q4 2020. This is the single largest new program BYL has ever invested in. APAC has been given the opportunity to be one of several suppliers to a tier one OEM for deployment of their 5
Slide 20: Growth Strategy
GROWTH STRATEGY C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Organic Inorganic Focus on innovation in each of Baylin’s four Actively seeking acquisitions which provide: key segments. Accelerate development of integrated solutions between mobile and satcom Technological capabilities Ex
Slide 21: Innovative Wireless Solutions
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . I N N O V A T I V E Wireless Solutions USA | China | Korea | Vietnam | Canada | Brazil |Europe
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