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Orbit Technologies Ltd. Investor Presentation 2021
6966_rns_2021-12-01_481edbcd-645a-4d55-b0dd-4c616ccd48ee.pdf
Investor Presentation
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Orbit Investors Presentation
Growing Together
November 2021
Legal Disclaimer
- This presentation (the "Presentation") is for informational purposes only and does not constitute or form any part of any offer for sale or subscription of, or solicitation of, any offer to buy or subscribe for any shares or other securities of Orbit Technologies Ltd. (the "Company") or any of its affiliated entities nor shall it or any part of it form the basis of, or be relied on in connection with, any contract, commitment or any investment decision whatsoever. The summary information herein does not purport to be complete. To receive the full image of the Company's activity and risks it is facing, see the immediate and periodic reports filed by the Company with the Israel Securities Authority and the Tel Aviv Stock Exchange. No reliance should be placed on the fairness, accuracy, completeness or correctness of the information or opinions contained in this Presentation.
- Everything stated in this Presentation with respect to an analysis of the Company's business is merely a summary and includes forward-looking statements as defined in the Israeli Securities Law, 5728-1968. These statements include descriptions regarding the intent, belief or current expectations of the Company. Such forward-looking statements are not guarantees of future results, performance or achievements and are based on current expectations, estimations, and assumptions, involve certain risks and uncertainties which are difficult to predict and are not guarantees of future performance. 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 due to a variety of factors, many of which are beyond the Company's control, including, without limitation, certain risk factors contained in the Company's reports. The Company disclaims any obligation or commitment to update these forward-looking statements to reflect future events or developments or changes in expectations, estimates, projections and assumptions. The Company does not warrant that the information is either complete or accurate.
- The Company does not undertake any obligation to update or revise 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.
Significant Install Base
4,000+ Airborne Systems
4,500+ Maritime Systems
1,800+ Ground Systems
Orbit at a Glance
Orbit is a leading global provider of innovative and highly reliable airborne audio, satcoms, and tracking
Based in Israel and the US, with international sales, production and support facilities
Founded in 1950 as a start up electronics company, Orbit pioneered precision tracking systems
Today, Orbit is a global market leader with technology superiority in airborne audio management and mobile satellite communication
Orbit is a publicly listed company (TASE), combining a strong balance sheet with productive R&D investment
Orbit Customer Base
- Orbit serves a diverse, blue-chip international customer base
- Customers located in 58 different countries
- Key development partners include Boeing, Lockheed Martin, SES, Inmarsat, Airbus, Rafael and IAI
US, NATO & International Armed Forces ESA, NASA and National Space Agencies Satellite Operators Aircraft Manufacturers Earth Observation Companies Emerging New Space Entrants
Orbit Global Network
Orbit Communication Inc., USA
- Over 20 years of operation
- Major Growth Factor
- Blue Chip Companies and Government Agencies
- Boeing, Lockheed Martin, SNC (Sierra Nevada Corporation) L3Harris, United States Air Force
- Platform for Global Sales via US Local Integrators
- FMF Reform Ready
- Full Production capabilities
- American Sales and Service
Main Product Segments
Mobile Satellite Communication
- Pioneer in Airborne Satcoms and Audio Management
- Civil and DoD/MoD qualifications and certifications
- Tailored solutions for a broad range of aircraft, helicopters and UAVs
- Airborne Satellite Communication
- Maritime Satellite Communication
- Long-standing supplier to US and NATO Navies and Air Forces
- Top supplier of compact Ground Stations for 'New Space' and Earth Observation
- Range of fixed and transportable Turn-Key Telemetry and Tracking Solutions
Airborne Audio
Mobile Satellite Communication
Ground Systems
Prime Customers & Partners
Airborne and Maritime Satellite Communication
בסיס חזק של לקוחות ושווקים עולמיים
Audio Management Systems
Airborne Audio Management – Substantial Opportunities
- Large Install Base
- Thousands of Flying Systems
- Leading-edge technical features on Orion™ including 3D audio and Active Noise Reduction
- Growth potential to Rotorcrafts and Ground Platforms
AMS Significant Install Base – Partial Snapshot
| Year | Customer | Platform |
|---|---|---|
| 1991 | US Army | Army Helicopters |
| 1995 | Lockheed Martin | Classified |
| 1996 | IAI & Boeing | T-38 |
| 1997 | Gulfstream | G 4 |
| 1998 | Rockwell Collins | KC-135 |
| 2001 | Gulfstream | G-3/4/5 |
| 2002 | US Navy | Confidential |
| 2004 | Airbus DS | C-295, CN-235 |
| 2009 | US Homeland Security | Confidential |
| 2013 | Antonov | Confidential |
| Year | Customer | Platform | ||||
|---|---|---|---|---|---|---|
| 2013 | UAC | MC-21 | ||||
| 2014 | Undisclosed OEM |
Trainer | ||||
| 2015 | Airbus DS | C-295 | ||||
| 2018 | US Air Force | KC-135 | ||||
| 2018 | Embraer | Confidential | ||||
| 2019 | IAI | Heron TP | ||||
| 2016 | Boeing | Classified | ||||
| 2020 | Boeing | T-7A | ||||
| 2020 | Lockheed Martin | F-16 |
* ייצור סדרתי בהקפים גדולים
מערכות אודיו קשר פנים – מוצרים סדרתיים
מגוון פלטפורמות ליצור סידרתי
NEW PROGRAMS (Fighter's, Trainer's, Helicopters, Mission…)
LOCKHEED MARTIN F-16 מטוסים 5000 פוטנציאל
פוטנציאל 2000 מטוסים CLASSIFIED – BOEING
חיל האויר האמריקאי מטוסי תדלוק פוטנציאל 750 מטוסים -135KC-USAF
G550, KingAir350, U-28, P-12, C-295, AN-124, AN-128 בשנה משימה מטוסי עשרות
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2035 |
|---|---|---|---|---|---|---|---|
Growing Relationship with Leading OEMs
| COMMERCIAL | MILITARY | AVIONICS | ATC/ATM | HELICOPTER | SATCOM | UNMANNED |
|---|---|---|---|---|---|---|
| HOME MILITARY | ||||||
| Boeing selects Orbit's audio management system (AMS) for new | ||||||
| USAF trainer | ||||||
| Orbit's Orion AMS to be integrated into the U.S. Air Force's new T-7A Red Hawk advanced pilot training | ||||||
| system. | ||||||
| May 6th, 2020 | ||||||
| 0 0 0 0 0 | ||||||
| RELATED | ||||||
| Home | ||||||
| Orbit Communication Systems | ||||||
| May 5th, 2020 | ||||||
| Home | ||||||
| Boeing Jan 30th, 2020 |
||||||
F-16 Orion Recent Award
The late Michele A. Evans, Ulmer's predecessor as Lockheed VP for aeronautics, said in September 2020. the company sees a possibility 'of getting up to 5,000" F-16s built. She also said the company views the F-16 as an entrée to its F-35, for countries that are not yet ready to adopt the fifth-generation fighter, but may wish to later
Source: Airforce Magazine
\$46 Million Contract
Airborne Satellite Communication
Orbit Satcom Offering
VTOL's Rotary Wing
Business Jets
UAS Mission / ISR
Transport
2020 Business Aviation Outlook – Orbit 12" Antenna System
Airborne Satellite Communication – Prime Growth Engine
- Global fast adaptation of in-flight connectivity
- New Airborne Satellite Communication – Superior performance
Source: Valour Consultancy
מוצרי תקשורת לווינים מוטסים – צמיחה דרך מוצרים
שוק אזרחי
פוטנציאל מצטבר
שוק צבאי
Airborne Satellite Communication Recent Publications
| everythingRF | Search everything RF | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Product Categories ▼ New Products Company Directory News | Whitepapers | Community | |||||||
| 4G/LTE/5G | Wireless Infra | Military SATCOM |
Test & Measurement | GaN | GNSS | ||||
| Latest News > Non-LoRa Alliance Members Can Now Certify Devices with the LoRaWAN Standard - Jul 23 | |||||||||
| everything RF / News / Orbit Develops Ka-Band Airborne Terminal with 12-Inch Anterna for Inmarsal |
Airborne Satellite Communication Recent Publications
Maritime Satellite Communication
Maritime Satcom – Expanding Market Position
OceanTRx has rapidly become a leader in large cruise ships
- Now on 12 of 15 largest liners Royal Caribbean, MSC, Virgin and others
- More than 25 Navies using Orbit Products
- Integrated New Space Support for NGSO Satellites
מיקוד של אורביט במערכות תקשורת לוויניות ימיות
מתחילת השנה אורביט דיווחה על קבלת הזמנות בגובה של 27.5 מיליון דולר עבור התחום הימי
פטנט ייחודי תקשורת דואלית מעניק יתרון משמעותי למערכות אורביט
המערכות הימיות של אורביט הן המערכות הימיות היחידות בעולם שתומכות בשידור וקליטה של 2 תדרים בו זמנית
פוטנציאל מצטבר
היום בבנייה מעל 900 כלי שייט צבאיים ומעל 300 צוללות
This will provide continuous satellite connectivity at a variety of frequencies to Saar 6 vessel.
Netanya, Israel, May 3, 2021– Orbit Communications Systems Ltd. (TASE: ORBI), a leading global provider of maritime and airborne satcom terminals, tracking ground station solutions, and mission-critical airborne audio management systems announced today the delivery of an OceanTRx 4 Mil satellite communications system to the Israeli Navy to be installed on the Saar 6-class corvette.
"We are proud that the Israeli Navy has chosen the OceanTRx 4 Mil Platform," said Daniel Eshchar, CEO of Orbit. "This platform is one of the most advanced naval satellite communication solutions in the world. The platform supports both military and civilian bands on a single military system."
About Orbit's OceanTRx 4 Mil System
OceanTRx 4 Mil is a Maritime Satcom Terminal, based on the OceanTRx4 platform but with advanced military features. A patented satellite communication system designed for maritime platforms and supports a variety of configurations of 1.15-meter diameter antenna systems, operating different frequencies including simultaneous operation of a variety frequencies for global operation. The OceanTRx 4 Mil system is designed for quick and convenient installation, maintenance and upgrade, combining RF performance and exceptional system availability for security customers.
מיקוד של אורביט במערכות תקשורת לוויניות ימיות
מערכות TRx Ocean של אורביט הינן המערכות הקומפקטיות ביותר בעולם באותה קטגוריה
מתחילת השנה אורביט דיווחה על קבלת הזמנות בגובה של 27.5 מיליון דולר עבור התחום הימי
פטנט ייחודי תקשורת דואלית מעניק יתרון משמעותי למערכות אורביט
פוטנציאל מצטבר
שוק אזרחי
Strong Maritime Presence
Strong Maritime Presence
Orbit Communications reports receiving an order from Airbus, a leading European integrator for innovative military maritime satellite communication systems for a total of approximately \$1.4 million.
Orbit's OceanTRx4 Maritime systems will provide continuous satellite connectivity at a variety of frequencies to leading regional French naval fleet vessels
Netanya, Israel, June 30, 2021 – Orbit Communications Systems Ltd. (TASE: ORBI), a leading global provider of maritime and airborne satcom terminals, tracking ground station solutions, and mission-critical airborne audio management systems announced today that it has received a repeat order from Airbus, a leading European integrator, for OceanTRx4 satellite communications systems for new French naval military vessels for a total of approximately \$1.4 million. Delivery of the systems, which will provide the fleet with continuous satellite broadband connectivity, is expected to begin during 2021
Strong Maritime Presence
Revenue, Ebitda, Net Profit, Backlog 2016-2020
Revenue, Ebitda, Net Profit, Backlog 2017-2021 (Q3)
Revenue, Ebitda, Net Profit, Backlog 2017-2021 (Q1-Q3)
Debt declined (Million \$) Bonds
Growth in Equity
R&D Gross 2016-2020
Balance Sheet (Million \$)
| ASSETS | 31.12.17 | 31.12.18 | 31.12.19 | 31.12.20 | 30.09.21 |
|---|---|---|---|---|---|
| CURRENT ASSETS | |||||
| Cash and cash equivalents & Sort term deposits |
13.3 | 12.0 | 17.4 | 23.6 | 25.6 |
| Accounts receivable | 10.8 | 10.6 | 12.2 | 11.5 | 11.0 |
| Inventories | 7.8 | 7.5 | 7.3 | 5.7 | 6.7 |
| Amounts due for construction contracts |
4.8 | 4.4 | 3.6 | 5.1 | 7.0 |
| NON-CURRENT ASSETS | |||||
| Fixed assets | 3.5 | 4.9 | 8.9 | 8.5 | 7.9 |
| Intangible assets | 5.2 | 5.8 | 5.8 | 5.5 | 5.7 |
| LIABILITIES AND EQUITY | 31.12.17 | 31.12.18 | 31.12.19 | 31.12.20 | 30.09.21 |
|---|---|---|---|---|---|
| CURRENT LIABILITIES | |||||
| Current maturities of convertible bonds | 2.4 | 2.4 | 2.5 | - | - |
| Other accounts payable | 9.0 | 10.9 | 11.2 | 13.7 | 14.2 |
| NON-CURRENT LIABILITIES | |||||
| Convertible Bonds | 4.8 | 2.4 | 2.5 | - | - |
| Equity | 22.3 | 23.3 | 30.9 | 35.7 | 40.2 |
Thank You
