Beam Communications : Investor Presentation - March 2022

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personal Investor Update

March 22, 2022

ForBeam Communications Holdings LTD

For personal use only

Disclaimer

This document has been prepared by Beam Communications Holdings Limited and comprises written material/slides for a presentation concerning Beam Communications Holdings Limited and its subsidiaries.

The presentation is for information purposes only and does not constitute or form part of any offer or invitation to acquire, sell or otherwise dispose of, or issue, or any solicitation of any offer to sell or otherwise dispose of, purchase, or subscribe for, any securities, nor does it constitute investment advice, nor shall it or any part of it nor the fact of its distribution form the basis of, or be relied on in connection with, any contract or investment decision.

Certain statements in this presentation are forward looking statements. You can identify these statements by the fact that they use words such as "anticipate", "estimate", "expect", "project", "intend", "plan", "believe", "target", "may", "assume" and words of similar import. These forward looking statements speak only as at the date of this presentation. These statements are based on current expectations and beliefs and, by their nature, are subject to a number of known and unknown risks and uncertainties that could cause the actual results, performances and achievements to differ materially from any expected future results, performance or achievements expressed or implied by such forward looking statements.

No representation, warranty or assurance (express or implied) is given or made by Beam Communications Holdings Limited that the forward looking statements contained in this presentation are accurate, complete, reliable or adequate or that they will be achieved or prove to be correct. Except for any statutory liability which cannot be excluded, Beam Communications Holdings Limited and its respective officers, employees and advisers expressly disclaim any responsibility for the accuracy or completeness of the forward looking statements and exclude all liability whatsoever (including negligence) for any direct or indirect loss of damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission therefrom.

Subject to any continuing obligation under applicable law or any relevant listing rules of the ASX, Beam Communications Holdings Limited disclaims any obligation or undertaking to disseminate any updates or revisions to any forward looking statements in these materials to reflect any change in expectations in relation to any forward looking statements or any change of events, conditions, or circumstances on which any statement is based. Nothing in these materials shall under any circumstances create an implication that there has been no change in the affairs of Beam Communications Holdings Limited since the date of this presentation.

Record 1HFY22 Revenue and Doubling in NPAT

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• Revenue jumps 39% to record $12.5m and NPAT increased 111% on pcp
use	to $388k
• ZOLEO sales the main contributor to revenue growth
• Beam's other product lines also recording double-digit revenue growth
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• ZOLEO launch into UK and 4 other EU markets scheduled for April/May
• ANZ ZOLEO subscriber numbers now in excess of 2K and gaining further
	momentum
• Improving demand for other devices/equipment as COVID restrictions
For	eased further

• Positive outlook with multiple growth opportunities for Beam in 2022

		Beam's Interim Results
Millions	$14		$450	Thousands
$12		$400
	$350
	$10
	$300
	$8
	$250
	$6		$200
	$150
	$4
	$100
	$2
	$50
	$0		$0

1HFY20	1HFY21		1HFY22
		Revenue (LHS)		Cash (LHS)		NPAT (RHS)

Market Metrics*

Market Cap	$29.8m
Cash (at 31/12/21)	$8.4m
Enterprise Value	$21.4m
FY21 Revenue-to-EV	1.16
Share Price (52wk range)	18.5¢-61.0¢
Shares Held by Top 20	55.4%
No. of Shares on Issue	86.4m

• As of 21 March 2022

Transitioning to Higher Recurring Revenue Business

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Beam is building on its long and successful track record of developing world-class satellite/LTE/WiFi devices for global customers to become a business generating significant subscription revenues.

Integrated Services

• VAS solutions on new satellite devices that Beam is developing (i.e. Certus®)

Value Added Services

• New value-added services (VAS) for ZOLEO to increase ARPU

Subscriptions

For

• ZOLEO device sales and monthly usage plans
• SatPhone Shop direct satellite subscriptions

Hardware

• Repeat sales of popular Beam-developed devices (e.g. Iridium GO!, docking units and terminals)

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Scaling to New Peaks in 2022 and Beyond

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Strong demand for personal communications devices worldwide

Earnings momentum continues to carry through into 2HFY22

Enterprise and Government opportunities for ZOLEO

Multiple growth opportunities to build scale and recurring revenues

ZOLEO upcoming launch into large UK and EU markets

M&A optionality with strong balance sheet

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