Eroad Limited · NZX:ERD
Eroad — ASX Small and Mid-Cap Conference September 2021
11 slides from Eroad's conference presentation, September 2021
Slide 1: September 2021
"SEPTEMBER 021
Slide 2: Important Information
IMPORTANT INFORMATION The information in this presentation is of a general nature and does not constitute financial product advice, investment advice or any recommendation. Nothing in this presentation constitutes egal, financial, tax or other advice This presentation may contain projections or forw
Slide 3: EROAD is a hardware enabled SaaS company who pioneered regulatory telematics
EROAD IS A HARDWARE ENABLED u SAAS COMPANY WHO PIONEERED 126,203 REGULATORY TELEMATICS F 94.9% Purpose is Provides Develops ASSET RETENTION RATE SAFER AND MORE REGULATORY COMPLIANCE TECHNOLOGY SOLUTIONS SUSTAINABLE ROADS. AND TELEMATICS SOFTWARE to manage vehicle fleets, support to heavy and light v
Slide 4: Total Contracted Units
TOTAL CONTRACTED UNITS 120,000 100,000 80,000 60,000 40,000 20,000 2014 19, ee! all| fz 973 2015 2016 2017 ee iz 25108 86,240 77,600 59,538 2018 A Ae — 108,414 La 2019 2020 126,203 122,193 — 2021 ANZ Australia North America New Zealand
Slide 5: EROAD Clarity
EROAD CLARITY DASHCAM EROAD 1,054 SOLD IN MARCH GROWTH THROUGH ACCOUNT EXPANSION EROAD GO OPENS UP ADDRESSABLE MARKET EROAD DAY LOGBOOK 6,407 DRIVERS SUBSCRIPTIONS MyEROAD FLEET MAINTENANCE EROAD INSPECT 5,647 IN-CAB SERVICE ALERTS 5,818 PRE-TRIP COMMS 10,490 DRIVERS SUBSCRIPTIONS 306 CUSTOMERS EROA
Slide 6: Strategic Rationale
STRATEGIC RATIONALE The Acquisition is transformational and significantly accelerates EROAD’s key growth metrics by 2 years Increased product market fit with proven technology solutions for refrigerated transport, construction, less than a truckload (LTL) and waste & recycling - significantly increa
Slide 7: A Transformational Acquisition
A TRANSFORMATIONAL ACQUISITION FY21 KEY METRICS FY21 CUSTOMER MIX EROAD EROAD + CORETEX EROAD EROAD + CORETEX (PROFORMA) (PROFORMA) $91 .6 m $1 3 3. 2m Increased scale in North America and Australia REVENUE REVENUE nz 70% 51% nz 28: 43 $30.7m $46.8m pees a i ae EBITDA EBITDA $88.4m $ 1 31 1 pat Incr
Slide 8: EROAD and Coretex both aspire to create a safer, more sustainable society
EROAD AND CORETEX BOTH ASPIRE TO CREATE A SAFER, MORE SUSTAINABLE AND MORE PRODUCTIVE SOCIETY EROAD Safer and more sustainable roads * Solutions that help reduce speed by customers, a significant contributor to accidents and serious injuries * Vehicle service and monitoring helps our customers ensur
Slide 9: Coretex is a telematics vertical specialist delivering enterprise grade solutions
CORETEX IS A TELEMATICS VERTICAL ©) coretex SPECIALIST DELIVERING ENTERPRISE GRADE SOLUTIONS
Slide 10: The global telematics industry poised for significant growth
THE GLOBAL TELEMATICS INDUSTRY POISED FOR SIGNIFICANT GROWTH The Global Telematics industry is estimated to-reach.a value of US$109° billion by 2026 growing. at a CAGR of 19% during 2021-2026 © marc. Includes technologie solutions for transmitted information from commercial automobiles over long dis
Slide 11: Questions & Answers
Eroad — ASX Small and Mid-Cap Conference September 2021 on 6ix