Nano Dimension Ltd · NASDAQ:NNDM
Nano Dimension — Investor Presentation (May 2024)
22 slides from Nano Dimension's investor presentation, May 13, 2024
Slide 1: Nano Dimension Leading Digital Manufacturing into the Future
Nano Dimension Leading Digital Manufacturing into the Future Investor Presentation May 2024
Slide 2: Forward Looking Statements
Forward Looking Statements ©2024 Nano Dimension. All Rights Reserved. Distribution, Citation or Copying Without Permission is Strictly Prohibited. 2 This presentation of Nano Dimension Ltd . (the “Company” or “Nano Dimension”) contains “forward - looking statements” within the meaning of the Private
Slide 3: Our Vision
Our Vision To become the digital manufacturing leader through disruption of electronics & mechanical production by applying environmentally friendly & economically efficient electronics and precision additive manufacturing – resulting in the conversion of digital designs into functioning electronic
Slide 4: We Make Advanced Manufacturing Solutions
We Make Advanced Manufacturing Solutions… …that fabricate High - Performance Electrical & Mechanical Applications Multi - Material Additive Manufacturing Systems Robotics Advanced Electronics ©2024 Nano Dimension. All Rights Reserved. Distribution, Citation or Copying Without Permission is Strictly
Slide 5: Ushering in a New World
Ushering in a New World Local, Secure, Flexible, and Sustainable All of this Replaced by a few of these ©2024 Nano Dimension. All Rights Reserved. Distribution, Citation or Copying Without Permission is Strictly Prohibited. 5
Slide 6: Investment Highlights: Strongly Capitalized with Multi-Pronged Growth Strategy
~$1 billion Cash & Cash Equivalents¹ Investment Highlights Strongly Capitalized with a Multi - Pronged, Synergistic Growth Strategy Multiple R&D Programs Robust GTM Platform Ambitious, Yet Cautious M&A Program Built For Tomorrow’s Challenges Proven Growth Strong Fundamentals Synergistic & Risk Avers
Slide 7: Strong Secular Tailwinds in High Growth Industries
Strong Secular Tailwinds in High Growth Industries We’re Positioned in a Market With a Compelling Long - Term Opportunity Custom products for many Technology to address environmental impact 23%+ CAGR Favorable Trends Size for Target Markets¹ $110B+ Re - shoring manufacturing IP security 1. IDTechEx
Slide 8: Innovative Products for True Industry 4.0 Solutions
Innovative Products for True Industry 4.0 Solutions DragonFly Additively Manufactured Electronics Fabrica Micro - AM Admatec Precision - Ceramic and Metal AM Digital Printing Platform Printer control systems and software SMT Suite of Products Surface Mount Technology for Electronics The Critical Pie
Slide 9: Critical Applications for Demanding Technologies
Optical Components Admaflex (AM) PCBA Dispensing, Pick & Place Puma (SMT) Chip Array Socket & Connectors Fabrica 2.0 (Micro AM) Critical Applications for Demanding Technologies Enabling Agile Innovation, Design Freedom, and Weight Reduction ©2 0 2 2 4 Nano Dimension. All Rights Reserved. Distributio
Slide 10: Serving Top Customers in Critical Industry Verticals
Serving Top Customers in Critical Industry Verticals Testimonials Solving Problems in the Most Advanced and Innovative Industries Aerospace/Defense Automotive Electronics & PCB Industrial Medical R&D/Academia “Internal configurations and very complex cores are im - possible to create in the conventi
Slide 11: Driven by Artificial Intelligence
Driven by Artificial Intelligence Deep Learning - Based AI That Connects Devices Into a Robotic Brain • DeepCube — Nano Dimension’s AI platform • Deep learning - based AI that pushes self - improving capabilities across the product portfolio for: – Better design – Improved yield – Higher throughput
Slide 12: Leadership in Sustainability
Leadership in Sustainability Traditional Manufacturing vs. Sustainable AM Solutions¹ Before After ¹ CO 2 (kg/iteration) 94% Less Chemicals (L/iteration) 82% Less Materials (kg/iteration) 98% Less Waste (kg/iteration) 99% Less Water (L/iteration) 100% Less 1. Based on a 2021 study by HSSMI, a UK base
Slide 13: 2023 - A Year of Innovation
2023 - A Year of Innovation Industrial AI from the DeepCube Group ▪ Implementation into DragonFly ® IV ▪ Commercialization of industrial AI for 3 rd parties ▪ Patent filing for large language model analysis of data generated by industrial machines Developments Driving Market Penetration and Competit
Slide 14: Financial Strength
Financial Strength Only Increasing Our Sales and Margins Position Us to Deliver to the Bottom Line $10M $44M $56M $0M $20M $40M $60M 2021 2022 2023 Revenue 11% ©2024 Nano Dimension. All Rights Reserved. Distribution, Citation or Copying Without Permission is Strictly Prohibited. 14 32% 45% 0% 20% 40
Slide 15: Nano's Growth Outpaces Peers
Nano’s Growth Outpaces Peers Revenue Increase Despite Challenges Endured by Comparable Companies Revenue Growth for 2023 vs. 2022 ¹ 1. 2023 vs. 2022 YoY Revenue Increase % / Decrease % ([DDD, DM, MKFG, SSYS] filings and/or preliminary announcements) 2. Peer Group Avg. includes the overall average, n
Slide 16: Constantly Focused on Shareholder Value & Governance
Constantly Focused on Shareholder Value & Governance Reshaping ▪ Reduced $25M - 30M in annual costs; to begin reflecting in Q1/2024 ▪ 2024 cash burn expected to be $12M - $20M; based on Q1/2024 expected run rate ($150 M) ©2024 Nano Dimension. All Rights Reserved. Distribution, Citation or Copying Wi
Slide 17: Building a Digital Manufacturing Platform: A Robust M&A Strategy
2Q21 4Q21 1Q22 3Q22 3Q23 Building a Digital Manufacturing Platform A Robust M&A Strategy to Be a Market Leader Acq. July ’22 Precision - Additive Manufacturing Systems for Multi - Materials Acq. April ’21 Micro - Additive Manufacturing Systems Acq. November ’21 Robotics for Electronics Assembly Acq.
Slide 18: Phase 2 of Nano's M&A Program
• Raised $ 1 . 5 billion • Demonstrated strong confidence in Nano’s leadership • Capital reserves provided “firepower” for building the business • Expanded from AME into additive electronics and AM • Built GTM platform • Strengthened and leveraged R&D capabilities • Integrated acquisitions and ident
Slide 19: The Organization to Deliver
The Organization to Deliver Human Capital in Close Proximity to Advanced Manufacturing Hubs Israel U.S. Netherlands Germany UK Switzerland • ~450 employees across the globe • ~43% in R&D & application support • ~7% data scientists & algorithm engineers dedicated to AI development ©2024 Nano Dimensio
Slide 20: The People to Do It
The People to Do It Experience in the Highest Positions Yoav Stern Chairman & CEO Veteran CEO x5 Nick Geddes Senior CTO Veteran CEO & Founder Zivi Nedivi President Veteran CEO x5 & Founder x2 Neni Rubin VP Human Resources Fortune 500 HR Executive Ziki Peled President, EMEA Veteran CEO x4 Dale Baker
Slide 21: Investment Highlights: Strongly Capitalized with Multi-Pronged Growth Strategy
~$1 billion Cash & Cash Equivalents¹ Investment Highlights Strongly Capitalized with a Multi - Pronged, Synergistic Growth Strategy Multiple R&D Programs Robust GTM Platform Ambitious, Yet Cautious M&A Program Built For Tomorrow’s Challenges Proven Growth Strong Fundamentals Synergistic & Risk Avers
Slide 22: Thank You
Thank You Neh DIBRENS ION Electrifying Additive Manufac