Sustainable Decentralized Water Solutions slide image

Sustainable Decentralized Water Solutions

Q4 and FY2021 Highlights " ◉ All numbers are subject to audit Strong revenue growth and backlog in Smart Product Solutions (SPS) leads to 2nd year in a row of positive underlying EBITDA, meeting guidance. Q4 2021 revenues¹ of $43.5M up 117% on Q3 2021 and 113% on Q4 2020 FY2021 revenue¹ of $103.2M grew by 18% over FY2020 Fluence meets guidance for SPS revenue and positive underlying EBITDA - FY 2021 SPS revenues $39.6M (including Italy) up 23% from FY 2020; underlying EBITDA² positive $1.0M in FY2021 SPS backlog entering 2022 is up 65% versus 2021 MABR sold capacity increased 56% -313 plants sold to date with capacity for almost 1 million people MABR capacity sold in FY2021 ex-China exceeded in-China for first time 8 Nirobox units (6 plants) sold in FY2021, up from only 1 Nirobox sold in FY2020 fluence Revenue Growth¹ $87.8M FY2020 18% growth 20% SPS growth $103.2M FY2021 Cost Out Improvement - full year operating expenses down 8% versus 2020. Cashflow positive $5.2M in Q4 2021 and negative $4.8M for FY 2021 Net Cash Position - $41.4M+ $23.0M in short and long-term liquid investments. Smart Products Solutions (SPS) Recurring Revenue (RR) Custom Engineered Solutions FY2022 guidance: SPS sales from continuing businesses +23% to $45M, EBITDA $3M (assumes continued COVID-19 headwinds throughout FY2022) 1From continuing operations 2 Underlying EBITDA = Statutory EBITDA excluding one-off items All numbers in presentation are USD unless otherwise stated. 5
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