Industrial Digitisation: Company presentation by Ofir Schlam, Taranis at the NOAH Conference Berlin 2019, 13-14 June, STATION.

1. WE HELP FARMERS GROW

2.  @NOAHConference
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4. Revolutionizing a 4 Trillion Dollar
industry
In order to feed the growing population, food
production will need to increase 70% by 2050.
Precision ag is the next breakthrough technology
that is driving the necessary increase of food
production.
2050
TODA
Y
1850
FOOD
PRODUCTION
Mechanization
Molecular
breeding
(GMO)
Precision
Agriculture
Modern
chem
control
Hybrid
technology

6. THE BIGGER MISSION
HEALTHY FARM
Crop Disease Insects Weeds
Nutrients&Abiotic
Issues
Instead of focusing on selling a specific product, Taranis enables the outcome:
$220B
$190B
$160B
$300B

7. INPUTS ARE MORE THAN 60% OF CROP
PRODUCTION COSTS
Per acre costs for a typical Iowa corn farmer
Source: Iowa State University
Cost per
acre
Services
Crop Insurance
Interest on
Financing
Labor
Crop Protection
Seed
Fertility/Fertilizer
Harvest Machinery
Land
= $433 (corn inputs
cost)
$ 8
$ 12
$ 22
$ 34
$ 57
$ 95
$ 129
$ 110
$ 223
$ 690
$ 720Total Revenue per acre
Total Cost per acre

8. THE MARKET
We are the only full stack imaging company with satellite, UHR
and AI2 and have a substantial first mover advantage
4B acres of arable
land - Total
available market
is: $16B
Total US market
size:
310M acres
commodity+
100M high value
crop
Latin America and CIS
have: 1B acres
Top 2% of farms –
control 1/3 of the
land:
150K farms

10. AI2 AUTOMATED DETECTION
LARGEST DATA SET OF VISUAL
SYMPTOMS EVER CREATED
ACROSS:
• Diseases
• Insects
• Weeds
• Nutrient deficiencies &
abiotic stress
• Emergence
• Drainage tile line detection
• Irrigation issues

11. ●
●
●
●
●
●
Taranis Operational
Coverage

12. Taranis Operational Coverage
Argentina Brazil
Russia Ukraine Paraguay

13. Taranis Provides Sales Solutions for the AG Industry
$100 Billion/year Ag Input supply Chain – optimize inputs and profitability
Growers
Sales
Solutions
Sales
Solutions
$30B
Of input sales
$70B
Of input sales
OEMs Retailers

14. 2016 2017
4m platform acres
300k flown acres
$0.5m ACV
Technology
maturation and
operations scale-up to
support fast growth
50k testing acres
$20k ACV
Paid pilots and product
development

15. 2018 2019 2020
GOAL
35M platform acres
10M flown acres
$7m ACV
GOAL
50M platform acres
22M flown acres
$21m ACV
GOAL Achieved
22M platform acres
3M flown acres
$2m ACV

16. 2020 2021 2022
GOAL
70M platform acres
55M flown acres
$50m ACV
GOAL
100M platform acres
70M flown acres
$70m ACV
GOAL
50M platform acres
22M flown acres
$21m ACV

17. Future business models
In addition to AgInput and crop losses
Taranis data is valuable to additional Ag-
related industries
Farm Lending
$340
BILLION
Seed
$60
BILLION
Crop Insurance
$300
BILLION
Commodity trading
$1
TRILLION

18. THANKS!
-

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Managing Director & Founder
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Managing Director
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Director
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Associate
Lukas Schlund
Analyst
December 2014 October 2014
Sale of 100% of
for $800m to
Exclusive Financial Advisor to
Fotolia and the Selling Shareholders
Sale of 100% of
for €80m to
Exclusive Financial Advisor to
Trovit and its Shareholders
October 2016
Investment in
Exclusive Financial Advisor to KäuferPortal
and its Shareholders
by
84% Ownership
December 2016
August 2017
Financial Advisor to Silver Lake
Financial Advisor to EMK Capital
Investment in
Acquisition of a Majority Stake in
by
by
at a valuation of $200m
November 2019 July 2019
September 2018
Financial Advisor to MagicLab
Financial Advisor to AU10TIX
and its shareholders
Financial Advisor to 10bis
and its shareholders
Acquisition of a 79% stake in $60m Investment in
Sale of 100% in
by
at a valuation of ~$3 billion
at a valuation of $260m by
for €135m to
10Bis