Doosan Robotics Inc. · KRX:454910
Doosan Robotics — IPO Roadshow (2024)
24 slides from Doosan Robotics's IPO roadshow presentation, 2024
Slide 1: Investor Relations 2024 Deal Roadshow Presentation
Investor Relations2023 Investor Relations 2024 Deal Roadshow Presentation
Slide 2: Disclaimer
Disclaimer This presentation (together with oral statements made in connection herewith, the “Presentation”) is for informational purposes only with respect to Doosan Robotics Inc. (the "Company") and nothing in this Presentation should be construed as either an offer to sell or a solicitation of an
Slide 3: Chapter 01: Who we are
Chapter 01 Who we are 01. Main business areas 02. Structural change in labor market 03. Cobot optimized for targeting potential market 04. Most rapidly growing robotics company
Slide 4: Main business areas
Who we are Main business areas Expansion into solution packaged products and SW platform backed by best-in-class quality of Cobot DR’s business areas Main Business Area Key Strategic Focus Future Growth Driver Cobot Solution Software Higher accessibility to the F&B Unmanned café Series E market with
Slide 5: Structural change in labor market
Who we are Structural change in labor market Working-age population is expected to decline rapidly mainly in developed countries while the avoidance of labor intensifies due to changed paradigm Intensifying labor shortage Desire for high quality of life Global working-age population forecast(1) (age
Slide 6: Cobot optimized for targeting potential market
Who we are Cobot optimized for targeting potential market Robust growth of cobot market is expected with a replacement of human labor and Cobot is expected to vastly penetrate to wider markets including professional and personal service market Why Cobot? Cobot market outlook Professional Cobot’spene
Slide 7: Most rapidly growing global leading robotics company
Who we are Most rapidly growing global leading robotics company Fastest growth among the global leading robotics peers since its product launch in 2018 Cobot market share ranking (excl. China market) Major cobot makers’ revenue growth trends (2018 Revenue =100) Universal Robots FANUC Techman Robot D
Slide 8: What Makes us Special?
Chapter 02 What Makes us Special? 01. Leading Technology 02. Global Presence 03. New Application
Slide 9: DR is the leader of safety qualification
What Makes us Special? DR is the leader of safety qualification DR is certified with the highest safety rating among leading global cobot manufacturers Best-class safety certificates Major cobot makers’ certification status(1) e Performance Level PL e, Cat 4 Certification d ISO certification overvie
Slide 10: DR is specialized in offering products with a high degree of precision
What Makes us Special? DR is specialized in offering products with a high degree of precision Best-in-class precision capability with top-notch software and control technology backed by 6 torque sensors(1) Adoption of torque sensors Differences in operation Torque sensors Current control Directly me
Slide 11: Diverse product portfolio
What Makes us Special? Diverse product portfolio DR has the largest product portfolio with various payloads and work ranges Product portfolio of major cobot makers(1) E0509 A0509 A0509s A0509F A0912 A0912s A0912F M0609 M1509 M1013 M0617 H2515 H2017 P3020 E-Series A-Series M-Series H-Series P-Series
Slide 12: Pioneering high payload markets
What Makes us Special? Pioneering high payload markets Pioneering the new markets with high payload and wide work range Payload and work range landscape DR’s revenue breakdown by series Series H revenue breakdown by region ofmajorcobotmakers(1) (Payload, kg) (KRW mn) 40 40 Others Series A Series M S
Slide 13: Establishment of a mass production system
What Makes us Special? Establishment of a mass production system Unified Joint module manufacturing offers enhanced cost structure and an opportunity to expand capacity without large-scale CAPEX Modularized production system Simplified manufacturing Ready for mass production without large-scale CAPE
Slide 14: Outstanding user convenience
What Makes us Special? Outstanding user convenience DR offers easy-to-use working environment to all customers (SI & end-users) with user-friendly SW platform and UI/UX 1. Easy Connecting 2. Easy Teaching 3. Easy Programming Doosan Mate Cockpit Function Task Editor, Dart-Studio, etc. Provides SW env
Slide 15: Establishment of a software platform
What Makes us Special? Establishment of a software platform Dart-Suite is an integrated platform for all developers, creators, and users, providing a similar working environment to those of smartphone What is Dart-Suite? Dart-Suite Pros Traditional platform Value-add Easy to Develop Direct Buy & Sel
Slide 16: True global player with comprehensive sales network in advanced markets
What Makes us Special? True global player with comprehensive sales network in advanced markets DR possesses strong global presence with 100+ global sales channels, generating more than 60% of its revenue from overseas (North America, Europe, etc.) DR global sales network DR sales geography breakdown
Slide 17: Proven track record
What Makes us Special? Proven track record DR is a trusted partner for a well-diversified group of blue-chip customers across major industries DR’s Global Customers Automotive Electronics Industrials Consumer Goods Source: Company data 17
Slide 18: Expansion through global partnerships
What Makes us Special? Expansion through global partnerships Signed MOU with global leaders from various industries to jointly develop and exclusively supply robot solutions Global IT Company A Global Battery Manufacturer B AI-Based Joint development of Robot Control automatic EV charging Solution s
Slide 19: Diversified application backed by accumulated know-hows
What Makes us Special? Diversified application backed by accumulated know-hows Able to flexibly expand into new markets and applications with accumulated know-hows with each Key Account, which takes 12 to 20 months of development/testing Key Account’s use cases Key Account Development Industrials Au
Slide 20: Our Way Forward
Chapter 03 Our Way Forward 01. Revenue growth drivers 02. Doosan Robotics’ growth roadmap 03. Financial statements
Slide 21: Revenue growth driver
Our Way Forward Revenue growth driver Capable of robust revenue growth through the expansion of product lineups, sales channel, sales of solution Driver 1: Product lineups expansion Driver 3: Solution sales expansion Number of product lineups Short-term sales strategy 17 1. Palletizing 13 Launch var
Slide 22: Based on stable growth of B2B market, DR can enter B2C market preemptively
Our Way Forward Based on stable growth of B2B market, DR can enter B2C market preemptively Preoccupy B2B robotics market in a short period → Pioneering advanced robotics market, leveraging AI and MoMa → Expand to B2C robotics Step 1 Step 2 Step 3 Preoccupying market shares in Pioneering AI-based Exp
Slide 23: Financial statements
Our Way Forward Financial statements Consolidated Income Statement Consolidated Balance Sheet Unit: KRWmn Unit: KRWmn FY2020 FY2021 FY2022 FY2023 FY2020 FY2021 FY2022 FY2023 K-IFRS, K-IFRS, K-IFRS, K-IFRS, K-IFRS, Audited K-IFRS, Audited K-IFRS, Audited K-IFRS, Reviewed Audited Audited Audited Revie
Slide 24: www.doosanrobotics.com [email protected]
www.doosanrobotics.com [email protected]