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Payton Industries Ltd. Investor Presentation 2025
6976_rns_2025-04-06_bfa95470-0e48-4c8a-9efe-1917ba90ce7a.pdf
Investor Presentation
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Payton Industries | Investors presentation 2024 Results
Forward-Looking Statements
This presentation contains certain forward-looking statements and information relating to the Company that are based on the beliefs of the Management of the Company as well as assumptions made by and information currently available to the Management of the Company. Such statements reflect the current views of the Company with respect to future events. The Management emphasizes that the assumptions do not in any way imply commitment towards realization. The outcome of which is subject to certain risks and other factors (such as: Currency exposure, material prices, manufacturing partners, global economy), which may be outside of the Company's control. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results or outcomes may vary materially from those described herein as projected, anticipated, believed, estimated, expected or intended.
Payton America Inc. | USA CaPaw 7% Public@ TLV SE Payton Industries Ltd. FIMI 29.85% Public@EuroNext Belgium 33.8% HIMAG Planar Magnetics | UK PCT (HK) David Yativ 29.85% 66.2% 100% 100% 20% SI MANUFACTURING * Payton Planar Magnetics Ltd. Payton Group Structure 40.3%
Payton Planar Magnetics The world leader in Planar Magnetics technology
The only 100% customized solutions provider
Payton in Numbers As of 31.12.2024
37 Years of Innovation and Growth
Company History & Milestones
- Established in 1987
- Publicly traded in Tel Avis since 1993
- Publicly traded in Brussels Euronext since 1998.
Global Presence & Manufacturing
● Fully owned subsidiaries in the USA and the UK ● Manufacturing partners in China and Philippines
Technology & Industry Leadership
- Design manufacture and sell Magnetic components.
- ●World leader in Planar Magnetics Technology.
- Planar technology is widely used in Automotive,
- Defence, Power Electronics and Telecom application.
- Largest R&D HC per revenue in the industry
Innovation & Customer Commitment
● 100% Custom design, Problem solving. ● "Creativity, Innovation and Service" as a driving moto. ● Long term partnership with customers and suppliers. ● Successfully navigated last years challenges.
Planar Transformers
What Is a Planar Transformer?
- Passive Magnetic component that transfer energy
- Build from copper stamping and PCB
Planar Technology Advantages
High Efficiency Easy to cool Good thermal conductivity
Planar Transformers
When can Planar transformer be used?
- High frequency designs
- New design only
- Where there are design challenges such as space/volume/weight/efficiency
Why Payton?
Payton Advantages
- ✓ Largest engineering team in the industry with vast know-how and advanced simulation capabilities.
- ✓ 100% Customization solution
- ✓ In-house PCB factory
- ✓ In-house real operation conditions capabilities
- ✓ Speedy response (48H design and few weeks samples delivery)
- ✓ Best in the industry customer support and service
- ✓ Support for design and manufacturing across all countries USA (East and west coast ("SI"), UK and for Europe and Korea/Japan for Asia.
- ✓ Manufacturing facilities for high volumes in China and Philippines. ✓ Wide range of power level from a single Watt up to 150 kW in one unit
Markets
Payton follows and solves customer design challenges in any market that is relevant. It is helping us to hedge
different markets risks.
Examples of markets served:
Servers, telecom equipment, portable equipment, automotive HEV/EV cars, High-Rel.
Growth Engines and Strategy
Offer The Best Products
- ✓ High Frequency - Now supported also by GaN Semiconductors
- ✓ Size and weight reduction
- ✓ High power density
- ✓ Be first with design and samples
- ✓ 100% customization
Market's Tailwind ✓ Green Energy - look for high efficiency products
✓ Can be used in various industries
Inorganic Growth
- ✓ Strong financial position
- ✓ Strategic M&As with high synergies
Management Overview - M&A at Payton Planar
Global Presence on the west coast (USA) - Located in Anaheim California
Acquiring 100% of SI - \$5.6 Million / deffered concideration up to \$0.5 Million
Acquiring real property (Land 3000 SqM & building 1300 SqM) - USD 4.4 Million Specializing in custom magnetics and sub-assemblies
\$8-10M Sales
Group's Business Strategy Organic growth and acquisitions of synergistics companies
Expand and Strengthen Group's customer base
The Completion of the Transaction is subject to the fulfillment of several conditions, regulatory approvals and certain other third party consents
Dividend split 2022-2025
Cash position 2021-2024
Financial Highlights \$ Thousands, Year End
| 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
| Revenues | 50,826 | 54,856 | 60,270 | 43,980 |
| Gross profit | 22,117 | 24,103 | 24,492 | 17,373 |
| Gross Margin | 43.5% | 43.9% | 40.6% | 39.5% |
| Operating profit | 13,333 | 16,266 | 17,073 | 10,250 |
| Operating profit (%) | 26.2% | 29.7% | 28.3% | 23.3% |
| Finance income, net | 3,643 | 1,884 | 188 | (101) |
| Profit before taxes | 17,211 | 18,368 | 17,741 | 10,097 |
| Net Profit | 14,401 | 15,134 | 13,770 | 8,275 |
| Net Profit (%) | 28.3% | 27.6% | 22.8% | 18.8% |