TZ LIMITED — Investor Presentation 2016

Apr 26, 2016

TZ Limited ABN 26 073 979 272

==> picture [134 x 56] intentionally omitted <==

27 April 2016

Lodged by ASX Online

The Manager Company Announcements Office ASX Limited Level 4, 20 Bridge Street Sydney, NSW 2000

Dear Sir/ Madam,

Please find attached TZ Limited’s March 2016 Briefing Presentation which will be the subject of analyst briefings in the coming weeks.

==> picture [71 x 44] intentionally omitted <==

KENNETH TING Executive Director

About TZ Limited

TZ Limited is a technology company that is listed on the Australian Stock Exchange. TZ is the leader in SMArt Device™ technology combining state-of-the-art SMA actuated intelligent fastening and locking devices with TZ remote software control. TZ’s systems deliver asset level protection and compelling solutions for security, monitoring and control applications across a number of market segments. The Company currently supplies market leading solutions to major corporations worldwide to the Data Centre industry and in the Automated Parcel Locker and E-Commerce market.

For additional information on TZ Limited, please visit www.tz.net.

TZ Limited | Level 11, 1 Chifley Square, Sydney, NSW 2000 Australia | Phone: +612 9222 8890 Fax: +612 8208 9937

==> picture [191 x 575] intentionally omitted <==

==> picture [258 x 285] intentionally omitted <==

==> picture [258 x 289] intentionally omitted <==

==> picture [247 x 276] intentionally omitted <==

==> picture [256 x 275] intentionally omitted <==

==> picture [307 x 722] intentionally omitted <==

----- Start of picture text -----

Patents >180
16 countries > 50 granted
applications
40 patent families
65
Employees Management (8) Sales/Admin (11) Engineering (27) Software (19)
Offices
Sydney (HQ) Brisbane Singapore San Francisco Chicago
$44M
Market Cap
$0.095
Share Price
ASX:TZL
----- End of picture text -----

==> picture [104 x 142] intentionally omitted <==

==> picture [93 x 136] intentionally omitted <==

==> picture [91 x 91] intentionally omitted <==

==> picture [118 x 135] intentionally omitted <==

==> picture [131 x 157] intentionally omitted <==

==> picture [123 x 123] intentionally omitted <==

==> picture [399 x 775] intentionally omitted <==

----- Start of picture text -----

Annuity
Year 4
Y1+Y2+Y3
Y1+Y2 Annuity
Year 3
Y1
Annuity
Year 2
(cumulative)
= Target 10% of previous year’s sales value
Y1 Year 1
Capital Purchase Annuity = SW Maintenance + Service / Support Fees
support services
service fee
+
annuity software
maintenance
Intelligent Lockers
Data Centre Rack Security > 250,000 Locker Units per year > 5,000 Locker Banks per year Global, Large > US$500M
~ 25M installed base + 2M new cabinets per year > US$120M (estimated) +
 
license
software
once off
+
sale
once off
hardware
corporate lockers: postal lockers addressable opportunity:
infrastructure protection market size: addressable opportunity: packaged asset delivery Revenue Model
Revenue Growth
----- End of picture text -----

==> picture [356 x 757] intentionally omitted <==

----- Start of picture text -----

(+33% PCP)
Q3 FY16
$13.5M
Q2 FY16
Q1 FY16
Q4 FY15
$15.5M
Q3 FY15
Q2 FY15
Q1 FY15
$8.5M Q4 FY14
Q3 FY14
Q2 FY14
Q1 FY14
$20.0 $18.0 $16.0 $14.0 $12.0 $10.0 $8.0 $6.0 $4.0 $2.0 $0.0
Quarterly Revenue ‘000,000s
----- End of picture text -----

==> picture [439 x 808] intentionally omitted <==

----- Start of picture text -----

Q3 ‘16
A$10.7M
A$12.4M
Q3 YTD Result:
FY2015
A$5.4M
Revenue Growth
FY2014
A$1.6M
FY2013
y
FY2012
ackaged asset
pdeliver
FY2011
A$1.7M
Q3 Result YTD:
Q3 ‘16
A$1.7M FY2015
FY2014
A$1.2M
A$2.4M
rotection
FY2013
infrastructure p
FY2012
FY2011
A$12M A$10M A$8M A$6M A$4M A$2M
----- End of picture text -----

==> picture [511 x 706] intentionally omitted <==

----- Start of picture text -----

Corporate APAC
Corporate US
Sales by Region/Sector
delivery
ackaged asset
p Postal APAC
Postal US
YTD Revenue = A$10.7M
IXP Americas
IXP EMEA
protection
infrastructure
YTD Revenue = A$1.7M
IXP APAC
Strong sales growth in all geographies and across all sectors
----- End of picture text -----

==> picture [504 x 842] intentionally omitted <==

----- Start of picture text -----

Postal Lockers
Residential Lockers
Day Lockers
Corporate Mail Lockers
Data Center Security
Educational Lockers
----- End of picture text -----

==> picture [502 x 350] intentionally omitted <==

==> picture [502 x 423] intentionally omitted <==

==> picture [502 x 423] intentionally omitted <==

==> picture [502 x 423] intentionally omitted <==

==> picture [596 x 842] intentionally omitted <==

----- Start of picture text -----

Slide | 19
Accelerating the rate of commercial adoption by entering into licensing relationships with major OEMs Looking into new applications for the technology and expanding into new sectors Increasing the speed of penetration through new channel distribution partnerships Improving operating conditions through more efficient utilisation of resources, extended credit terms and improved payment conditions.
Business Focus … 4. 3. 2. 1. Sustaining Business Growth
Time
2016
Exploiting Business Potential
Profitability
----- End of picture text -----

==> picture [247 x 423] intentionally omitted <==

==> picture [256 x 423] intentionally omitted <==

==> picture [145 x 372] intentionally omitted <==

==> picture [457 x 355] intentionally omitted <==