delivering real change through unparalleled insight€¦ · growth strategy leveraging core...
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DELIVERING REAL CHANGE THROUGH
UNPARALLELED INSIGHT
BUSINESS PROFILE
Established 1994
AIM stock market listed from 2006
Over 300 customers globally
250,000+ connected machines rendering live data daily
One of the largest connected solutions providers in Europe
Successful track record of converting data to unparalleled insight
Growth strategy leveraging core capability in existing and new markets
ENABLING CHANGE THROUGH THE INTERNET OF THINGS Our business focus is on improving
customer business process performance, asset
management and utilisation, and service
efficiency where there is both scale and a
transformational opportunity.
We aim to empower customers to drive real
business change by transforming data from
business assets into unparalleled insight and
actionable information.
OUR MISSION
Become the recognised leader
in delivering actionable information
and unparalleled business insight
that is game changing for customers
in our chosen markets
Delivering actionable
information and unparalleled
insight to customers that
drives real change
BEST IN THE WORLDOUR STRATEGY
Developing game changing
solutions by empowering
talented people focused on
positively transforming
business performance
PASSION
Securing long term
contracts with recurring
high cash margin
annuity streams
that are scalable
ECONOMIC ENGINE
CONNECTING CUSTOMERS TO THEIR BUSINESS
DIGITAL SIGNAGE
VIANET SMART TECHNOLOGY ENABLESMULTIPLE MARKET APPLICATIONS
PROACTIVE MAINTENANCE
SERVICE PERFORMANCE
REALTIME SALES PERFORMANCE
BUSINESS INTELLIGENCE
EPOS SYSTEMS
PAYMENT OPTIONS
ASSET UTILISATION
STRONG RECURRING
REVENUES (80-90%)
FROM A BROAD
PORTFOLIO
OF CUSTOMERS
WORKING
COLLABORATIVELY
WITH GLOBAL
TECHNOLOGY
PARTNERS
WHY INVEST IN VIANET?
Proven track record of converting IOT into actionable data and solutions for b2b markets
Business built on establishing long term relationships with blue-chip customers which has led to 80%+ of recurring revenues
Core Smart Zone technology in UK resilient with high gross margins and very strong cash generation
Strong growth opportunities from established presence in Smart Machine technology in UK/Europe with similarly attractive financial characteristics
Experienced management team focused on developing new applications for Vianet’s IOT expertise and technology
Cash generation and strong balance sheet gives scope for expansion/investment/selective acquisition
Strong dividend yield
KEY FINANCIALSVianet
Group
plc
March 2018 March 2017 March 2016 March 2015 March 2014
Turnover
(£’000)14,561 14,400 14,290 14,358 14,147
Recurring
Revenue %90.0 85.0 85.6 83.2 89.0
Op Profit
(£’000)3,621 3,316 3,017 3,150 3,238
Cash generation
(£’000)2,974 3,930 3,422 2,869 1,607
Yield % 4.33 6.13 5.82 6.59 7.08
Cash & Debtors/
Total Assets*1.01 1.26 1.07 0.44 0.39
* Cash & Debtors to Total Assets is cash and trade debt as a ratio to total assets excluding intangibles
DELIVERING REAL CHANGE
THROUGH UNPARALLELED INSIGHT