Gentrack Group Ltd · NZX:GTK
Gentrack — Investor Presentation (February 2024)
16 slides from Gentrack's investor presentation, Feb 7, 2024
Slide 1: Investor Webinar
Investor Webinar February 7th 2024 © Gentrack 2024. All rights reserved. This document is the intellectual property of Gentrack.
Slide 2: Introducing Gentrack - Amber Partnership
Introducing Gentrack - Amber Partnership BETTER TOGETHER SOME KEY HIGHLIGHTS Gentrack invested AUD $12 million (10% stake) in Amber. Gentrack now has one board seat. Amber will switch to Gentrack billing and customer engagement solution to better serve their retail customers. Together we’ll prod
Slide 3: The Combined Extensive Market Offering
The Combined Extensive Market Offering © Gentrack 2024. All rights reserved. This document is the intellectual property of Gentrack. 3
Slide 4: Introducing the team & solution
Introducing the team & solution © Gentrack 2024. All rights reserved. This document is the intellectual property of Gentrack. 4
Slide 5: The uptake of home batteries and EVs is accelerating
THE UPTAKE OF HOME BATTERIES AND EVS IS ACCELERATING 6 5 4 Millions of Devices 3 2 1 0 FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY31 # of batteries # of EVs Australia home battery and EV uptake forecast
Slide 6: The uptake of home batteries and EVs is accelerating
THE UPTAKE OF HOME BATTERIES AND EVS IS ACCELERATING 6 5 4 30-40% Millions of Devices 3 Market share of new controlled 2 home battery market in Australia1 1 0 1. Total market size based on 50,000 batteries installed in FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 FY30 FY31 H2 23 (estimate based on indust
Slide 7: Automation unlocks >$1000 per year and accelerates the renewable transition
AUTOMATION UNLOCKS >$1000 AND ACCELERATES THE 100% PER YEAR RENEWABLE TRANSITION Solar & Battery $1000* EV Smart Charging $1000† Vehicle to Grid $2000† $1088 incremental savings from battery automation with Amber is based on actual wholesale prices for the past 12 months, 6000 kWh gross annual consu
Slide 8: Amber gives customers what they actually want
AMBER GIVES CUSTOMERS WHAT THEY ACTUALLY WANT CONTROL & AUTOMATION MORE VALUE FROM THEIR ASSETS Gives the customers the technology to Allows customers to earn the same price as automate their battery for their benefit a big generator for their exports, so they can based on their preferences. capture
Slide 9: Amber's battery automation technology is leading in the most advanced grid
AMBER’S BATTERY AUTOMATION TECHNOLOGY IS LEADING IN THE MOST ADVANCED GRID IN THE WORLD 17% MoM 30-40% Growth rate of the Market share of the new home battery battery automation automation market in product since launch Australia1 1. Total market size based on 50,000 batteries installed in H2 23 (es
Slide 10: Amber at a glance
AMBER AT A GLANCE 7,500,000 6,000,000 $8.5m $32m Dec 23 annualised net revenue CY23 gross revenue (incl. pass through 4,500,000 $5.5m subscription and $3m device sales electricity revenue) 3,000,000 1,500,000 30,000 7,000 Subscription customers as at Jan 24 Battery & EV customers growing at 10% MoM
Slide 11: Australia has the most advanced two-way grid in the world
AUSTRALIA HAS THE MOST ADVANCED TWO-WAY GRID IN THE WORLD Households with rooftop solar (2023) Generation from Wind & Solar 70% 40% 60% 50% 31% 40% 30% 20% 10% 4% 5% 0% USA EU Australia South Australia 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 USA EU Australia South Australia
Slide 12: The role of the utility is changing
THE ROLE OF THE UTILITY IS TO SUCCEED UTILITIES WILL NEED CHANGING THE BEST TECHNOLOGY THE PAST THE FUTURE Large generators capture the value of Value shifts to customers with automated flexibility batteries and EVs Utilities are competing on price Product is the new dimension of competition Low cus
Slide 13: Amber and Gentrack are developing the core utility tech bundle
AMBER AND GENTRACK ARE DEVELOPING THE CORE UTILITY TECH BUNDLE FOR A RENEWABLE POWERED FUTURE +
Slide 14: Better Together (Recap)
BETTER TOGETHER (RECAP) Amber & Gentrack will productise the e2e solution Gentrack billing + crm stack will make amber retail operations run better Gentrack will sell and deliver the integrated solution globally, targeting its 60+ customer base Amber technology is super innovative and will help grow
Slide 15: Mark Rees
OTHER IMPORTANT GENTRACK NEWS Mark Rees Gentrack new Chief Technology Officer (CTO) CTO at Xero New Zealand (10 years, 6 as CTO) CPO and CTO at Trade Me (1 year) CTO at Microsoft New Zealand (8 years, 4 years as CTO) © Gentrack 2024. All rights reserved. This document is the intellectual prope
Slide 16: Any Question?
Any Question? © Gentrack 2024. All rights reserved. This document is the intellectual property of Gentrack.
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