Acusensus Ltd · ASX:ACE
Acusensus — Investor Presentation (December 2024)
32 slides from Acusensus's investor presentation, Dec 4, 2024
Slide 1: Acusensus Equity Raising Presentation
For personal use only Acusensus Equity Raising Presentation 4 December 2024 Not for release or distribution in the United States
Slide 2: Disclaimer
DISCLAIMER This investor presentation (Presentation) is dated 4 December 2024 and has been prepared by Acusensus Limited ACN 625 231 941 (Acusensus). By attending an investor presentation or briefing, or accepting, accessing or reviewing this Presentation, you acknowledge and agree to the terms set
Slide 3: Disclaimer
DISCLAIMER Effect of Rounding A number of figures, percentages, estimates, calculations of value and fractions in this Presentation are subject to the effect of rounding. Accordingly, the actual calculation of these figures may differ from the figures set out in this Presentation. Past performance P
Slide 4: For personal use only
Acusensus pioneers intelligent solutions that can be rapidly For personal use only deployed to address road safety challenges.
Slide 5: Executive Summary
EXECUTIVE SUMMARY With strong commercial success domestically and internationally, equity raising will provide additional balance sheet strength to support future growth and investments in research & development ▪ Acusensus selected as the successful supplier for the nationwide mobile speed camera e
Slide 6: NZTA Speed Enforcement Contract
NZTA SPEED ENFORCEMENT CONTRACT As announced on 4 December 2024, Acusensus has been selected as the successful supplier to mobilise and operate the next iteration of the nationwide mobile speed enforcement program in New Zealand¹ For personal use only Indicative revenue contribution from New ● Acuse
Slide 7: Introduction to Acusensus
For personal use only INTRODUCTION TO ACUSENSUS 7
Slide 8: Acusensus Overview
ACUSENSUS OVERVIEW Develop, manufacture, deploy and operate multi-function technology solutions with the ability to address multiple road safety issues from a single installation Revenue Profile For personal use only ● Founder-led technology company incorporated in 2018 with offices in Australia, Un
Slide 9: Solutions for the Fatal Five
SOLUTIONS FOR THE FATAL FIVE For over 40 years, technological enforcement solutions addressed only one of the fatal five road safety issues. Acusensus is revolutionising road safety with solutions for three critical behaviours and development to address all five. 1st 1st For personal use only Speedi
Slide 10: Acusensus, A Brief History
ACUSENSUS, A BRIEF HISTORY Since being founded in 2018, the Company has become a leading technology driven road enforcement services provider in Australia with growing international presence For personal use only Multiple 50th employee 100th employee ACT program for Mobile phone QLD Speed NSW pilot
Slide 11: Overview of Key Contracts
OVERVIEW OF KEY CONTRACTS¹ Growing customer base with track record of contract expansion Customer Key Commencement of Contract Comments Cumulative Total Contract Value Secured (A$m)² For personal use only modules Services term Transport for NSW Mobile Phone, December 2019 2+1+1+1 TfNSW activated sea
Slide 12: Key Markets
For personal use only KEY MARKETS 12
Slide 13: Australian Enforcement
AUSTRALIAN ENFORCEMENT The Company supplies enforcement technology and services to the majority of Australian states and territories, under long term multi-year contracts1 For personal use only (1) Refer to Key Risks section (“Contract tendering”) for further information. 13
Slide 14: International Enforcement - United States
INTERNATIONAL ENFORCEMENT - UNITED STATES Acusensus supplies a tailored solution for the specific requirements of the US market, enhancing real-time policing to address critical issues like distracted driving, speeding and seatbelt compliance For personal use only ● FY24 saw strong traction in the U
Slide 15: International Enforcement - United Kingdom
INTERNATIONAL ENFORCEMENT - UNITED KINGDOM Realising longer term operational engagements for distracted driving and seatbelt enforcement ● FY24 marked the first year of revenue for the UK, with a focus on supplying For personal use only transportable distracted driving and seatbelt enforcement servi
Slide 16: Innovation
For personal use only INNOVATION 16
Slide 17: Roadworker Safety (RWS) Solution
ROADWORKER SAFETY (RWS) SOLUTION Acusensus is introducing pioneering patented subscription-based solutions for a large and growing WHS market RWS combines wearable devices, base stations and a For personal use only cloud solution provided on a subscription basis to deliver real time alerts to protec
Slide 18: Intellectual Property Portfolio
INTELLECTUAL PROPERTY PORTFOLIO Acusensus core technology is being leveraged in a number of ways to solve adjacent client problems Behaviour Awareness Impaired Driving Tailgating Railway Crossing Monitoring (BAM) For personal use only • Research and development to • Pilot program in conjunction • De
Slide 19: Demonstrating Consistent Growth
DEMONSTRATING CONSISTENT GROWTH Consistent revenue growth since inception, demonstrating the demand for our innovative products and services For personal use only Revenue Gross profit EBITDA (pre SBP) $22.6m $5.9m $49.6m $5.5m $18.4m $4.6m $42.0m $28.7m $12.5m $3.4m $6.3m FY20 FY21 FY22 FY23 FY24 $2
Slide 20: Investment Highlights
INVESTMENT HIGHLIGHTS Acusensus secures long-term government contracts through the deployment of high-quality solutions, with excellent customer service Quality Australian ● Strong revenue growth with the majority of Australia’s states and territories contracting with For personal use only business
Slide 21: Equity Raising
For personal use only EQUITY RAISING 21
Slide 22: Equity Raising Overview
EQUITY RAISING OVERVIEW Acusensus is raising up to approximately $12.0 million to provide additional balance sheet strength to support future growth and investments in research & development For personal use only ▪ Acusensus is undertaking a placement to professional and sophisticated investors (Ins
Slide 23: Equity Raising Overview
EQUITY RAISING OVERVIEW Acusensus is raising up to approximately $12.0 million to provide additional balance sheet strength to support future growth and investments in research & development ▪ Institutional Placement of $10.0 million will be made to new and existing professional and sophisticated in
Slide 24: Sources and Use of Funds & Pro Forma Capital Structure
SOURCES AND USE OF FUNDS & PRO FORMA CAPITAL STRUCTURE POST- SOURCES A$M FULLY PAID ORDINARY EXISTING OFFER %2 ∆3 %2 For personal use only SHARES SHARES SHARES3 Institutional Placement $10.0 Ador Powertron Limited (associated with Ravin 21.0m 16.6% 1.67 19.3m 13.8% Share Purchase Plan (SPP)1 $2.0 Mi
Slide 25: Offer Timetable
OFFER TIMETABLE INDICATIVE SUMMARY OF KEY EVENTS DATE/TIME1 For personal use only Record date for SPP 7:00pm Tuesday, 3 December 2024 Trading halt Wednesday, 4 December 2024 Institutional Placement bookbuild Wednesday, 4 December 2024 Trading halt lifted – Securities recommence trading on ASX Friday
Slide 26: Appendix
For personal use only APPENDIX 26
Slide 27: Key Risks
KEY RISKS There are a number of risks that are both specific to Acusensus Limited (Acusensus or the Company) and its subsidiaries (Group) and of a general nature, which may affect the future operating and financial performance of the Group and the outcome of any investment in the Group. Below are so
Slide 28: Key Risks
KEY RISKS 4. Vandalism and supply chain Acusensus’ trailer-based assets are deployed in accordance with specific schedules and certain individuals in society who are against traffic enforcement may be willing to vandalise Acusensus’ trailer. Such vandalism leads to a disruption to Acusensus’ operati
Slide 29: Key Risks
KEY RISKS 10. Litigation risk The Company may in the ordinary course of its business be subject to litigation, claims, disputes and regulatory investigations, including by customers, suppliers, government agencies, regulators or other third parties. These disputes may be related to personal injury,
Slide 30: Key Risks
KEY RISKS 16. Adverse weather conditions and natural disasters Adverse weather conditions and natural disasters, particularly over prolonged periods of time, may affect the Company’s activities. Such conditions could also result in the technology that Acusensus deploys being damaged, resulting in Ac
Slide 31: International Offer Restrictions
INTERNATIONAL OFFER RESTRICTIONS This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any
Slide 32: Enquiries
Enquiries Anita Chow Chief Financial Officer, Acusensus Limited +61 408 261 554 Email: [email protected] For personal use only Simon Hinsley Investor and Media Relations +61 401 809 653 Email: [email protected]