Baylin Technologies, Inc. · TSX:BYL
Baylin Technologies — Investor Presentation (March 2021)
15 slides from Baylin Technologies's investor presentation, March 2021
Slide 1: Baylin Technologies (TSX:BYL) Investor Presentation
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . B AY L I N T E C H N O L O G I E S ( T S X : B Y L ) Baylin is a leading diversified global wireless technology company. Baylin focuses on research, design, development, manufacturing and sales of passive and active radio frequency products
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . This presentation includes “forward-looking information” and “forward-looking statements” (together, “forward-looking statements”) within the meaning of applicable securities laws. Forward- looking statements are
Slide 3: Financial Snapshot
FINANCIAL SNAPSHOT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Ticker TSX:BYL Shares Outstanding 48.0 million FD Shares Outstanding(3) 54.1 million Recent Share Price $1.60 52-Week Range $0.47- $2.14 Market Capitalization (bsc) $76.8 million Cash and Cash Equivalents(1) $11.2 million
Slide 4: Business Overview: Baylin At A Glance – Company Snapshot
BUSINESS OVERVIEW C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Baylin At A Glance ― Company Snapshot Diversification Reduction in major customer concentration from 46% to 36% 4 Yr. CAGR Revenue 9%; Adj. EBITDA 37% 750 Employees Satellite Connectivity Mobile Infrastructure Embedded Pro
Slide 5: Broad Geographic Footprint
BROAD GEOGRAPHIC FOOTPRINT C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Moscow, Russia Ottawa, ON London, England Montreal, QC Toronto, ON Seoul, South Korea Newark, NJ Wuxi, China Atlanta, GA Beirut, Lebanon Dallas, TX Phoenix, AZ Bogota Hanoi, Vietnam Legend Baylin HQ Baylin R&D São
Slide 6: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Jeffrey C. Royer Randy Dewey Chairman Director, President & CEO Director Since: Sep. 2013 Director Since: Sep. 2013 Harold Wolkin Barry J. Reiter Vice-Chairman Lead Director Director Since: Director Since: Nov
Slide 7: Business Overview: Baylin At A Glance – Business Segments
BUSINESS OVERVIEW C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Baylin At A Glance ― Business Segments Revenue by Business Segment (C$ millions, based on FY2020A) Mobile Embedded Infrastructure Mobile Antennas SatCom • Traditionally found in mobile devices, which has now expanded to ot
Slide 8: Global, Blue Chip Customer Base
BUSINESS OVERVIEW C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Global, Blue Chip Customer Base Satellite Connectivity Products 800 800+ current Baylin customers Infrastructure Antennas Embedded Antennas 150 Mobile Antennas 2013 2014 2015 2016 2017 2018 2020 2018 Top 3 customer concent
Slide 9: Large and Growing Key Addressable Markets
BUSINESS OVERVIEW C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Large and Growing Key Addressable Markets Market Growth (CAGR) (1) Embedded Antennas (incl. cIoT) ~23% US$18 Billion US$5.7 Billion (TAM) (2) 20%+ Infrastructure Antennas US$7.5 Billion (3) 7% Satellite Connectivity Produc
Slide 10: Galtronics: Uniquely Positioned to Contribute to Growth
GALTRONICS Uniquely Positioned to Contribute to Growth C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Embedded Antennas Percentage of routers that have shifted ~90% to embedded antenna solutions since Baylin changed the technology to internal solutions in 2007 Growth Drivers Growth Dr
Slide 11: Advantech/Alga: Satcom Acquisitions Add mm Capabilities
ADVANTECH/ALGA C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Satcom acquisitions add mm capabilities, a key technology in 5G rollout across all infrastructure segments Commercial Growth Drivers 30+ 4x 50% In Flight Connectivity via SATCOM Years of experience generates massive demands
Slide 12: Financial Results and Outlook
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . FINANCIAL RESULTS and OUTLOOK 12
Slide 13: Quarterly Revenue Growth
QUARTERLY REVENUE GROWTH C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . 13
Slide 14: Business Update: Outlook and Growth Opportunities
BUSINESS UPDATE C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . Situation Overview • Recent financial results have been impacted by COVID-19 Financial • The Company generated positive cash from operating activities in 2020 Performance • In addition, Baylin has undergone reductions in its
Slide 15: Innovative Wireless Solutions
C L E A R S I G N A L S . S O U N D I N V E S T M E N T S . I N N O V A T I V E Wireless Solutions USA | China | Korea | Vietnam | Canada | Brazil |Europe
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