Novatti Group Ltd. · ASX:NOV
Novatti — Q4 FY2023 Earnings Presentation
9 slides from Novatti's earnings presentation, Jul 31, 2023
Slide 1: June Quarter FY23 – Activities Update
For personal use only Novatti Group Limited (ASX:NOV ) June Quarter FY23 – Activities Update 31 July 2023
Slide 2: Disclaimer
The material contained in this document is a presentation of For personal use only general information about Novatti Group Limited’s activities, current as at the date of this presentation on 31 July 2023. It is provided in summary and does not purport to be complete. You should not rely upon it as
Slide 3: A Snapshot
A Snapshot Novatti is an end-to-end payments provider with a growing international presence with +$39m* operations across Asia-Pacific, Europe, UK, US, Middle-East and Latin America. Group Revenue For personal use only New Leadership 20% Growth rate Mark Healy Experienced global payments and softwar
Slide 4: Our Mission
For personal use only Novatti enables businesses to pay and be paid from any device, anywhere. Our Mission From corner stores and start-ups to global organisations, our solutions will unlock your ambitions.
Slide 5: Payments AU/NZ the Future Growth Engine
Payments AU/NZ the Future Growth Engine Payments AU/NZ Growth ($ million) For personal use only 4 3 2 1 0 FY22 Q1 FY22 Q2 FY22 Q3 FY22 Q4 FY23 Q1 FY23 Q2 FY23 Q3 FY23 Q4 113% YoY revenue growth, $12m+ annualised exit run rate* Novatti Group Revenue ($ million)* 12 10 8 6 4 2 0 FY22 Q1 FY22 Q2 FY22 Q
Slide 6: Deep and Inter-connected Ecosystem
Deep and Inter-connected Ecosystem Our assets, regulatory coverage and relationships are hard to replicate For personal use only Technology Licenses Partnerships High barriers to entry to digital and Opens jurisdictions, generates trust and Strong global associations mobile platforms builds opportun
Slide 7: Quarterly Revenue – Return to Growth
Quarterly Revenue – Return to Growth For personal use only o $10.3m revenue in Q4 FY23* Revenue o Consistent with commentary from 12.0 11.0 10.5 10.3 previous quarters, business returning to 10.0 9.3 8.9 positive growth 8.0 AUD million o Adjusted to new commercial 6.0 arrangements with one internati
Slide 8: Focus on Margin Showing Results
Focus on Margin Showing Results For personal use only o Gross margin increased to 51%* Gross Margin % o Up from 35% in Q4 FY22 60% 51% 46% 47% 50% 43% o Highlights substantial progress being 35% made in business performance 40% 30% o Focused on increasing margin going 20% forward 10% 0% o Sustainabl
Slide 9: Path Forward
Path Forward Simplify the Business Market and Customer Led Lift Financial Performance For personal use only ○ Focused portfolio pillars ○ Ecosystem cross selling ○ Strong revenue growth ○ Capital discipline ○ Integrated go-to-market ○ Increased gross margins This announcement has been approved for r