CyanConnode : FY22 investor presentation

Disclaimer

The information contained in this confidential document ("Presentation") has been prepared by CyanConnode Holdings Plc (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. This Presentation has not been approved by an authorised person in accordance with Section 21 of the Financial Services and Markets Act 2000 ("FSMA"). Any other person who receives this Presentation should not rely or act upon it. Any person who is in any doubt about this Presentation should consult a person duly authorised for the purposes of FSMA who specialises in the acquisition of shares and other securities.

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Investment case

• Wireless Communications Narrowband Radio Mesh Tech designed by PHds in Cambridge
• Sell through well know multi-billion dollar organisations such as Schneider
• • End 2 end solution
  • Wide applications, Elec, Gas, Water, EV, Smart Cities
• Market opportunity 250 million meters in India alone - government is after a quick roll out to enable economies of scale.
• Market worth c. $80 per point (including meter) x 250m = $20 billion
• Opex model to enable quicker roll outs - significant investment by infrastructure funds
• Win 20m to 30m smart meters over 5 years = revenue of $400M to $600M to CyanConnode
• India now tendering for >41M meters worth c. $775m revenue (excluding meters)
• > $840 million opportunities in worldwide pipeline
• Strategy to deliver shareholder value (cost control, convert pipeline)
• USP
• • Standards based IPV6 6LoWpan
  • Success Data Rates SLAs of > 99.5% = high performance
  • Secure private network vs cellular which is not private or secure
  • Meter agnostic
  • Platform handle RF, Cellular, NBIoT, PLC
  • Innovation
  • Proven deployments 2.7 million units & cost effective

About CyanConnode

• A leading global vendor of 'smart' intelligent communications solutions, bringing together narrowband RF mesh and cellular technologies for the Internet of Things (IoT)
• Omnimesh platform can be applied to a range of smart city applications, including electricity, gas, water, street lighting and EV chargers
• • CyanConnode's platform provides secure M2M communication
  • Standards-based(IPv6, 6LoWPAN, IEEE 802.15.4g)
• Blue-chipclient base and partner eco-system validates technology offering
• Vendor agnostic model allows multiple routes to market
• Proven scalability with c. 2.7 million endpoints shipped globally
• Record revenues in FY22

About CyanConnode