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DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT

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Page 1: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

DELIVERING REAL CHANGE THROUGH

UNPARALLELED INSIGHT

Page 2: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

BUSINESS PROFILE

Established 1994

AIM stock market listed from 2006

Over 300 customers globally

250,000+ connected machines rendering live data daily

One of the largest connected solutions providers in Europe

Successful track record of converting data to unparalleled insight

Growth strategy leveraging core capability in existing and new markets

Page 3: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

ENABLING CHANGE THROUGH THE INTERNET OF THINGS Our business focus is on improving

customer business process performance, asset

management and utilisation, and service

efficiency where there is both scale and a

transformational opportunity.

We aim to empower customers to drive real

business change by transforming data from

business assets into unparalleled insight and

actionable information.

Page 4: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

OUR MISSION

Become the recognised leader

in delivering actionable information

and unparalleled business insight

that is game changing for customers

in our chosen markets

Page 5: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

Delivering actionable

information and unparalleled

insight to customers that

drives real change

BEST IN THE WORLDOUR STRATEGY

Developing game changing

solutions by empowering

talented people focused on

positively transforming

business performance

PASSION

Securing long term

contracts with recurring

high cash margin

annuity streams

that are scalable

ECONOMIC ENGINE

Page 6: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

CONNECTING CUSTOMERS TO THEIR BUSINESS

Page 7: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

DIGITAL SIGNAGE

VIANET SMART TECHNOLOGY ENABLESMULTIPLE MARKET APPLICATIONS

PROACTIVE MAINTENANCE

SERVICE PERFORMANCE

REALTIME SALES PERFORMANCE

BUSINESS INTELLIGENCE

EPOS SYSTEMS

PAYMENT OPTIONS

ASSET UTILISATION

Page 8: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

STRONG RECURRING

REVENUES (80-90%)

FROM A BROAD

PORTFOLIO

OF CUSTOMERS

Page 9: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

WORKING

COLLABORATIVELY

WITH GLOBAL

TECHNOLOGY

PARTNERS

Page 10: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

WHY INVEST IN VIANET?

Proven track record of converting IOT into actionable data and solutions for b2b markets

Business built on establishing long term relationships with blue-chip customers which has led to 80%+ of recurring revenues

Core Smart Zone technology in UK resilient with high gross margins and very strong cash generation

Strong growth opportunities from established presence in Smart Machine technology in UK/Europe with similarly attractive financial characteristics

Experienced management team focused on developing new applications for Vianet’s IOT expertise and technology

Cash generation and strong balance sheet gives scope for expansion/investment/selective acquisition

Strong dividend yield

Page 11: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

KEY FINANCIALSVianet

Group

plc

March 2018 March 2017 March 2016 March 2015 March 2014

Turnover

(£’000)14,561 14,400 14,290 14,358 14,147

Recurring

Revenue %90.0 85.0 85.6 83.2 89.0

Op Profit

(£’000)3,621 3,316 3,017 3,150 3,238

Cash generation

(£’000)2,974 3,930 3,422 2,869 1,607

Yield % 4.33 6.13 5.82 6.59 7.08

Cash & Debtors/

Total Assets*1.01 1.26 1.07 0.44 0.39

* Cash & Debtors to Total Assets is cash and trade debt as a ratio to total assets excluding intangibles

Page 12: DELIVERING REAL CHANGE THROUGH UNPARALLELED INSIGHT€¦ · Growth strategy leveraging core capability in existing and new markets . ENABLING CHANGE THROUGH THE INTERNET OF THINGS

DELIVERING REAL CHANGE

THROUGH UNPARALLELED INSIGHT