Investor Presentaiton slide image

Investor Presentaiton

Beamtree Holdings Limited - Cornerstone Investment Beamtree (formerly PKS) is a leading software technology company in the large and fast-growing global healthcare solution market. Beamtree Overview Commentary and acquisition Sector Industry Location Health Care Equipment & Services Subscription software distribution Australia, New Zealand, Singapore, Malaysia, South Africa, Europe, USA Investment Date Jun-19 Current Market Cap A$145m¹ Acquisition Value A$19.5m Board representative Mike Hill Share price performance (last two years) 0.80 0.60 0.40 0.20 • Beamtree (formerly PKS) provides a highly scalable, proprietary subscription-based Clinical Decision Support, that enables automation efficiency in pathology and hospitals 205.1% 16.6% • A special purpose acquisition company was created by Bombora called Qpro Holdings in October 2018 which then acquired PKS Holdings Ltd and became the front door listing vehicle on the ASX in June 2019 In April 2020, Beamtree acquired 100% of Pavilion Health in an all scrip transaction at $8.5m implying a 1.9x FY19 revenue multiple and 5.1x FY19 Operational EBITDA multiple. The acquisition of Pavilion Health is consistent with Beamtree's growth strategy to acquire complimentary healthcare technology companies and expand beyond pathology into the hospital sector In August 2021, Beamtree acquired healthcare analytics firm Ainsoff for $1m through a mix of cash and scrip. Ainsoff is a clinician-led healthcare analytics company with three ready-for- market product applications that reduce the risk of death for seriously ill patients in hospital and automate other key clinic processes. In August 2021, Beamtree acquired Potential (X), for $19.6m (1.8x FY21 revenue and 7.4x FY21 operational EBITDA) through a mix of scrip and cash. Potential (X) is an Australian pioneer in health data with unrivalled expertise in health data collection, standardisation and benchmarking of clinic and financial outcomes. The acquisition doubled Beamtree's revenue to $20m Mike Hill, MD of Bombora and Chairman of Beamtree, was instrumental in driving the above acquisitions to its success through Bombora's active management philosophy The Bombora Special Investments Growth Fund (BSIGF) remains a substantial shareholder of Beamtree Sep-19 Dec-19 Mar-20 Jun-20 -ASX:BMT Sep-20 Dec-20 Mar-21 Jun-21 Sep-21 . -ASX Small Ind. (rebased) 1. As at 30 September 2021. 23
View entire presentation