Scanway (SCW) Investor presentation summary

Key achievements and market position

• Debuted on the Warsaw Stock Exchange (GPW) and quickly advanced to the sWIG80 index, reflecting strong market interest and liquidity growth of 82.7% in the first 100 days post-listing.

• Raised 60.6 million PLN gross to scale operations, with a public offering valued at 76.4 million PLN.

• Secured seven new contracts and partnerships, including with EnduroSat, ScyLab, NarSha, and Mani (ESA), totaling 13.1 million PLN in contract value.

• Achieved a diversified shareholder base, with significant stakes held by founders, institutional investors, and free float.

Strategic direction and growth ambitions

• Aims to become one of Europe's largest integrators of optical payloads, targeting contracts with global top-tier entities and increasing in-house manufacturing.

• Plans to scale production from a few to over 20 optical payloads annually by 2029, with a focus on Very High Resolution (VHR) instruments.

• Strategic focus on four technology pillars: high-resolution optics, data processing products, defense/dual-use cameras, and supply chain integration.

• Backlog and pipeline exceed 130 million PLN and 500-700 million PLN respectively, supporting long-term growth.

Business model and revenue streams

• Operates on three synergistic pillars: optical instruments (hardware), Data-as-a-Service (DaaS), and APAP analytics, enabling recurring revenue and higher margins.

• DaaS model validated with commercial contracts, offering potential for revenue multiples exceeding hardware sales.

• HYDRA technology enables scalable analytics and integration of machine learning for both industrial and space applications.