2019 Annual General Meeting CEO’s Presentation Powering the world’s best tactical UAVs 19 November 2019
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2019 Annual General Meeting CEO’s Presentation
Powering the world’s best tactical UAVs19 November 2019
© 2019 Orbital Australia Pty Ltd
Year in review
2
Shipping 1st engine model under Insitu LTA
2nd engine model to ship in H1 FY20
Ramp-up of USA production facility
First Australia test flights of Orbital UAV engines
Defence industry credentials
FY20 revenue guidance $25-35M
© 2019 Orbital Australia Pty Ltd
World leader in tactical unmanned aerial vehicle propulsion systems.
3
© 2019 Orbital Australia Pty Ltd
What is a tactical UAV
4
Intelligence SurveillanceReconnaissance
Stat
istic
sOb
jectiv
es
flight time8 -24 hrspayload20 kg
3 -6 m
$2.5M -$4M
wingspan
deployed system cost20,000 ft max altitude
© 2019 Orbital Australia Pty Ltd
Powering Insitu’sversatile & agile UAV family
$
20232018 2019 2020 2021 2022
ScanEagle®2
ScanEagle®3
Integrator™
ScanEagle®
5
Long Term Agreement 2018-2023
$120M –350M
© 2019 Orbital Australia Pty Ltd
Customer diversification
6
$
© 2019 Orbital Australia Pty Ltd 7
“We hear every day that combat leaders will not accept a gap in intelligence, surveillance and reconnaissance coverage when they
take their forces outside the wire.”Keith Hirschman
Former U.S. Army Colonel & Vice President, Orbital UAV USA
© 2019 Orbital Australia Pty Ltd
© 2019 Orbital Australia Pty Ltd
The UAS journey
8
Early days Unprecedented growth
Combat flight hours (10x)
1999-2005
“2nd Golden Age of Aviation”
Payload versatility ISR Services
2006-2012 2013-2018
“Institutionalized”Aviation programs of
record
Next Gen“Less Man” in UAS
2020
© 2019 Orbital Australia Pty Ltd
Market opportunities
9
Tactical UAVA$19.4Bn*
* UAS Market Outlook with Special Focus on Tactical Systems, Teal Group Corporation | For the years 2017-2026
U.S. Army FTUAS Program
© 2019 Orbital Australia Pty Ltd
Why Orbital UAV?
Orbital UAV OthersTime between overhaul 500 hrs ~100 hrsCold start to launch 2 min >20 minx3 U.S. FAR33.49 endurance test Yes NoField ready subsystem Yes No
Orbital UAV heavy fuel propulsion systemshave the world’s best performance
10
© 2019 Orbital Australia Pty Ltd
Corporate overview
11
Capital StructureFully Paid Ordinary Shares 77MMarket Capitalisation @ $0.34 (18 November ‘19) A$26MCash & Receivables (30 Jun ‘19) A$15MRevenue FY19 A$15M
Top Shareholders Share Price & Volume
31%
12%4%
53%UIL Limited
Colonial First State
Directors & Employees
Other
Revenue guidance FY20 A$25-35M
0.27
0.34
0.41
0.48
0.55
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Share price ($)Volu
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© 2019 Orbital Australia Pty Ltd
Executive Management
12
RouléJonesCFO &
Company Secretary
Geoff CathcartCTO
Keith HirschmanVP U.S. Operations
Martin JohnstonDivision Lead
Production
Dan KempDivision LeadEngineering
Liezl UlrichOrganisation
Development Lead
Todd AlderCEO &
Managing Director
© 2019 Orbital Australia Pty Ltd
Board of Directors
13
- Appointed Chairman March 2015- MD & CEO of Resolute Mining Ltd- Director Equatorial Resources Ltd
John WelbornChairman
Non-Executive Director
- Experienced aerospace and defence industry executive
- MD of WA Specialty Alloys 1996-2015
Kyle AbbottNon-Executive
Director
Todd AlderManaging Director
& CEO
- Appointed CEO & MD in 2017- Focusing on: financial
discipline; strategy alignment; and operational efficiency
Steve GallagherNon-Executive
Director
- Board member since 2017- 30 years experience as a CEO
and director of global businesses
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