Investor Presentation • Nov 1, 2022
Investor Presentation
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November 1st 2022
IMPORTANT – You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by SmartCraft ASA (the "Company") or any person on behalf of the Company, and any question-and-answer session that follows the oral presentation (collectively, the "Information"). In accessing the Information, you agree to be bound by the following terms and conditions.
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The Information contains forward-looking statements. All statements other than statements of historical fact included in the Information are forward-looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of operations, plans, objectives, future performance and business. These statements may include, without limitation, any statements preceded by, followed by or including words such as "target", "ambition", "outlook", "believe", "expect", "aim", "intend", "may", "anticipate", "estimate", "plan", "project", "will", "can", "have", "likely", "should", "would", "could" and other words and terms of similar meaning or the negative thereof. Such forward-looking statements involve known and unknown risks, uncertainties and other important factors beyond the Company's control that could cause the Company's actual results, performance or achievements to be materially different from the expected results, performance or achievements expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company's present and future business strategies and the environment in which it will operate in the future. Furthermore, information about past performance given in this Information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance.
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This presentation contains statistics, data, statements and other information relating to the group's markets and the industry in which it operates. Where such information has been derived from third-party sources, such sources have been identified herein. In addition, the Company has been named as a source for certain market and industry statements included in this presentation. Such "Company information" reflects the Company's views based on one or more sources available to it (some of which are not publicly available, but can be obtained against payment), including data compiled by professional organisations, consultants and analysts and information otherwise obtained from other third party sources.
By reviewing this Information you acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the businesses of the Company. This Information must be read in conjunction with the recent financial reports of the Company and the disclosures therein.
This Information shall be governed by Norwegian law, and any disputes relating to hereto is subject to the sole and exclusive jurisdiction of Norwegian courts.
Strong operating cash flow, 43% growth year-on-year
Continued high activity in the construction market
•Need for skilled construction workers globally •Aging workforce and lack of recruitment
Increasing demand for detailed digital documentation •Regulatory offices •Consumers
Digitally maturing users and software •Apps and SaaS solutions drive adoption •Younger more digital workforce
Focus on cost of material, utilization and margin
Lack resources and time to follow up customers
development and connecting the dots
• Collaboration and alignment in the
Electro domain
| SmartCraft 1.0 (to date) | SmartCraft 2.0 (going forward) |
|---|---|
| Established Nordic leader • Proven ability to drive successful • |
New leadership team • Continue targeted acquisitions • |
| consolidation Portfolio of great best of breed SaaS • construction solutions |
One marketing organization, • strengthening the SmartCraft brand Synergize product and technology • |
Gustav Line Chief Executive Officer
Kjartan Bø Chief Financial Officer
Christian Saleki Chief Technology Officer
Katja Widlund Chief Marketing Officer
Hanna Konyi Country Manager Sweden
Timo Makkonen Country Manager Finland
Vivienne B. Karlsen Country Manager Norway
Bob the electrician
Focus for teams involved
Align business functions
Natural feedback loop that drives product development
Clarity for the end users
SmartCraft ASA Q3 2022 report 18
Amalgamated revenue pre IPO1
Amalgamated revenue post IPO2
Amalgamated revenue includes the aggregate revenue for companies embedded in SmartCraft in 2020.
Amalgamated revenue includes the aggregate revenue for companies embedded in SmartCraft in Q3 2022
ARR growth, mNOK
Quarterly currency adjustments not displayed in chart
ARR bridge YoY, mNOK
• Cash positive all quarters
• Self funded with average cash conversion at 110%
SmartCraft ASA Q3 2022 report 27
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