Investor Presentation • Apr 19, 2021
Investor Presentation
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This presentation (the "Presentation") is for informational purposes only and does not constitute or form any part of any offer or solicitation to buy or subscribe for securities of Scodix Ltd. (the "Company") and should not be regarded as a recommendation or an opinion. The information included in this Presentation is not comprehensive and does not include all the information with respect to the Company and its
This Presentation includes forecasts, estimates, assessments, expectations and other information, intent or belief pertaining to future events and/or matters, whose materialization is uncertain and is beyond the Company's control, and which constitute forward looking statements, which in its nature involve risks and uncertainties. Such information may not materialize, in whole or in part, or may materialize in a manner significantly different to that forecast. Therefore, actual future results, performances or achievements of the Company may differ materially from what is or may be expressed or implied in this Presentation. Unless required by law, the Company may decline updating or revising any of the forward-looking statements, whether as a result of new information, future events or otherwise.
Certain information and factual statements (including markets or trends) contained herein are based on or derived from publicly available documents or independent third-party sources the accuracy of such information and the assumptions on which such information is based have not been independently verified.
The past performance information contained herein is not indicative of future results and there can be no assurance that the Company will achieve comparable results or that the Company will be able to implement its investment strategy or achieve any investment objective.
This Presentation shall not form the basis of, or be relied on, in connection with, any contract, commitment or any investment decision.
None of the Company or any of its affiliates, advisers or representatives shall have any liability whatsoever for any loss howsoever arising, whether directly or indirectly, from any use, reliance or distribution of this Presentation or its contents or otherwise arising in connection with this Presentation. This Presentation nor any of its contents may be used without the prior written consent of the Company.
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Eli Grinberg CEO and Co-founder

Amit Shvartz GM Scodix Israel and COO

Accurate, patented Inkjet process to add variable and personalized special effects to:


In honor of the company's founder, Lei Jun, the Special Edition includes the Lei Jun signature and a special aesthetic effect on the back cover. Under customary glass, ribbed materials across the back of the smartphone shimmer in different colors depending on how the light hits the glass. Xiaomi has simulated the dazzling effect on the smartphone packaging using Scodix Crystal.
The Xiaomi MI 11 is the first Snapdragon 888 Powered smartphone in the world and, as a flagship product for the company, packs a top-tier display, premium speakers, great cameras, and more.

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Founded 2007, Sales from 2011

\$190M sales


83 Employees

41 patents, 10 patent families

Over 360 installation worldwide

Strong growing recurring revenue

Blue ocean, \$10B TAM

Green, Disruptive technology




Eli Grinberg CEO and Co founder


Amit Shvartz GM Scodix Israel and COO

Guy Alon VP R&D
Dov Ofer Chairman

Nigel Tracy VP BD & Marketing

Jason Rollo President North America

Leading Investors:


Shahar Seidon CFO
Ziki Kuly VP APJ & Product Marketing




Consumer Goods
| AMERICAN |
|---|
| EXPRESS |
Consumer Electronics
Direct in North America and major territories in Europe
Chain of distribution partners WW

WW infrastructure of sales, customer support and polymer sales
| Commercial | E-Commerce | Packaging | |
|---|---|---|---|
| Scodix Ultra 1000 | |||
| Scodix Ultra 2000 | |||
| Scodix Ultra 3000 | |||
| Scodix Ultra 4000 | |||
| Scodix Ultra 5000 | |||
| Scodix Ultra 6000 | |||








Unique inkjet, polymer and process technology, getting the worlds best:
Disruptive Eureka technology, to digitally print foil effect through Inkjet and process technology
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Packaging Market Size:\$960B 2.8% Annual Growth \$28B in 2024 digital printing
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Scodix TAM: \$5B

E-Commerce print Market Size:\$24B 5.1% Annual Growth \$15B in 2024 digital printing

Commercial Market Size:\$270B Stable \$40B in 2024 digital printing
Scodix TAM: \$2B
The Future of Global Packaging to 2024, Smithers Pira, December 2019
Association for Print Technologies - PRIMIR Research Unit, 2018. Outlook for the Global Web-to-Print Market

Traditional industry on the move to digital

Annual industry growth of 2.8% through 2024

Digital print growing to 19.5% in 2024

50% of jobs are less than 6000 sheets
The Future of Global Packaging to 2024, Smithers Pira, December 2019
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NOW IS THE RIGHT TIME TO ENTER THE MARKET






E-Commerce in print includes: Greeting cards, photo albums, business cards, wedding invitation, save the date cards, and more
Scodix unique e-commerce value proposition:

Personalization

Time to market – immediate production

Automated workflow

"Scodix allows us to add the luxurious embellishments needed to make our customers feel that they're producing something special. This level of enhancement is not something we were able to offer before with our online service. Personalization is an increasingly popular trend and one we know our customers love"
natural way for us to offer cutting edge digital embellishments technology to our customers. We were thrilled to launch customizable foil as part of our Holiday card offering"


Over 50M Scodix Cards in 2020 Holiday Seasons
Scodix unique commercial value proposition:

Add value to print products

Allow the commercial printer to charge more

Short run digital solution
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Implemented on variety of products




Production Efficiency E-Commerce Sustainability








| Silk Screen | Glitter | Foil / Embossed | Cast&Cure | Braille | |
|---|---|---|---|---|---|
| ASP (K\$) | 200-300 | 100-300 | 300-1,300 | 500-1,000 | 50-150 |
| Required Space (Sqm) | 80-200 | 20-40 | 100-120 | 20-40 | 5-10 |
| Dedicated Operators | 1-2 | 1 | 1 | 1 | 1 |







Discharge of chemicals, molds, plates, pallets and other wastes

Very long print runs that creates waste throughout all the supply chain

Long setup times that requires larger head count

High energy consumption with large footprint systems


No one-time disposables such as plates, molds or screens

Print exactly what you need approach and architecture

No VOC or other polluting gasses

Compact and power efficient systems

Easy to operate, setup and maintain

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Revenue

29% Gross Margin


14% Gross Margin


2020
2019

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Not extracted from financial statements

Mature technology, Over 360 customers WW

The packaging market – Blue ocean for digital solutions

Growing recurring revenue model \$7M in 2020

\$10B TAM

Experienced management team, backed by leading investors

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