STRAKER LIMITED — AGM Information 2021

Aug 24, 2021

TIMELINE

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Straker STG:ASX AGM Presentation 25 August 2021

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Managing Director’s address

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$50m

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FY21 Hi hli hts g g

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One of the most challenging years in the company’s history has turned out to be a transformational year of growth and delivery on our long term strategy.

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The hard work and innovation by our team has positioned the company to take advantage of an enormous industry, ripe for disruption from the unique technology and services platform we have developed over the past decade.

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We went from $28m in FY20 to pro-forma revenue of $41m in FY21 to giving guidance of >$50m at the start of FY22. 78% growth comparable with the leading tech companies on the ASX.

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$41m
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$28m

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FY21 Hi hli hts g g

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Covid Reset Lingotek
IBM -
- Covid Largest acquisition
-
Transformational deal to date
opportunities
- -
-
Positive 1 to 55 languages $11m revenue
- -
cashflow Primary provider Closed deal without
- -
Strong YoY Based on advanced travel
-
growth productivity of the RAY Loan structured
-
Restarted M&A platform saved $4m
- -
Sales Growth $5m SaaS revenue
investments -
Enterprise clients
$41m >$50m
Q1 Q2 Q3 Q4
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Q1 - Covid Reaction

• Working from home

• Salary sacrifice

• Staff reductions

• Paused marketing

• Focus on cash

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•
Paused M&A
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$28m
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FY21 Highlights

Q1 - Covid Reaction Q2: Covid Reset

• Working from home

• Covid opportunities

• Salary sacrifice

• Positive cashflow

• Staff reductions

• Strong YoY growth

• Paused marketing

• Restarted M&A

• Focus on cash

• Paused M&A

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$28m
Q1 Q2
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IBM Lingotek
- -
Transformational deal Largest acquisition to date
- -
1 to 55 languages $11m revenue
- -
Primary provider Closed deal without travel
- -
Based on advanced Loan structured saved $4m
-
productivity of the RAY $5m SaaS revenue
-
platform Enterprise clients
-
Sales Growth investments
$41m >$50m
Q3 Q4
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FY21 Highlights

Q1 - Covid Reaction

Q2: Covid Reset

• Working from home

• Covid opportunities

• Salary sacrifice

• Positive cashflow

• Staff reductions

• Strong YoY growth

• Paused marketing

• Restarted M&A

• Focus on cash

• Paused M&A

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$28m
Q1 Q2
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IBM

• Transformational deal

• 1 to 55 languages

• Primary provider

• Based on advanced productivity of the RAY platform

• Sales Growth investments

Q3

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Lingotek
-
Largest acquisition to date
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• $11m revenue “What you have - Closed deal without travel accomplished is - Loan structured saved $4m absolutely amazing and a - $5m SaaS revenue clear over-achievement of - Enterprise clients the goals we set,”

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- IBM Global Translation
Leader
$41m >$50m
Q4
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FY21 Hi hli hts g g

Q1 - Covid Reaction

• Working from home

• Salary sacrifice

• Staff reductions

• Paused marketing

• Focus on cash

• Paused M&A

Q2: Covid Reset

• Covid opportunities

• Positive cashflow

• Strong YoY growth

• Restarted M&A

IBM

• Transformational deal

• 1 to 55 languages

• Primary provider

• Based on advanced productivity of the RAY platform

Lingotek

• Largest acquisition to date

• $11m revenue

• Closed deal without travel

• $5m SaaS revenue

• Enterprise clients

• Sales Growth investments

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$28m
Q1 Q2 Q3
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$41m >$50m
Q4
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Ma or Media Pro ect j j

Project Data Comparison

	2020	2021
Videos	220	334
Languages	1	7
Turnaround (days)	10	7
Minutes	5,988	8,790
Words	146,000	1,500,000
Internal Hours	376	1,100
Minutes/Day	461	10,034

We gained significant operating leverage with 10x the work to do and it only took ~2x the resources to deliver in 70% of the previous time

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200
188
150
100
50 44
40
23
20
11
2 2
0
VM PM QA Vendors
2020 2021
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Resources Comparison

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FY21 Hi hli hts g g

What the year's performance says about our business

• 1 We have a strong Enterprise Technology market fit

• Our technology has appeal to large enterprise customers

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Global reach with offices in 10 countries Translation

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More than 120 languages covered Interpreting

• Productivity through AI is a focus for many procurement departments

• Our global f ootprint ticks a significant box for global companies looking to consolidate suppliers

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SaaS TMS

Connectors Post Edit Engine

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Media Free Dashboards ISO Security

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FY21 Hi hli hts g g What the year's performance says about our business

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Industry Size (US Billions)
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2 We have a range of growth opportunities

• M&A market active

• Market remains ripe for consolidation

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100
75
50
25
0
Cloud Accounting Music Localisation Mobile Gaming Fitness
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• Strong organic growth forecast through Enterprise sales

• SaaS opportunity with existing translation customer base

A fragmented industry ripe for disruption

Top 3 = 4% Top 100 = 18% Huge opportunity with a market ripe to extract value from through a productivity enhancing solution

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Other 20,000 = 82%
(US $40bn opportunity)
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FY21 Hi hli hts g g

What the year's performance says about our business

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At a positive inflection point

• Scale to support significant growth without adding costs

• SaaS and repeating revenue giving solid base

• 90% of revenue repeating

• Margins remain strong and are indicative of the high margins seen in technology enabled businesses

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• $20m+ to deploy for growth to drive towards $100m target

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Summar y

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Growth on par with the leading unicorns on the ASX Industry leading margins in a US$57bn industry through our technology platform showing we are one of the leading challengers

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IBM proof we can service even the largest Enterprises at a global level

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Investment in sales teams as EU/US opening up

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M&A active with a range of opportunities

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Inflection point where opex can remain steady as revenue grows

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Contact: CEO - grant@strakertranslations.com CFO - david.ingram@strakertranslations.com STG:ASX

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