Investor Presentation - Elsight

Investor Presentation

Disclaimer

These slides are to be read in conjunction with the Webinar, delivered on 8
November 2018. Our discussion may include predictions, estimates or other
information that might be considered forward-looking. While these forward-looking
statements represent our current judgment on what the future holds, they are
subject to risks and uncertainties that could cause actual results to differ materially.
You are cautioned not to place undue reliance on these forward-looking
statements, which reflect our opinions only as of the date of this presentation.
Please keep in mind that we are not obligating ourselves to revise or publicly
release the results of any revision to these forward-looking statements in light of
new information or future events. Throughout today’s discussion, we will attempt
to present some important factors relating to our business that may affect our
predictions.

YEAR 2018 IN REVIEW

LOOKING AHEAD

Automotive 2019, 2020 and beyond
Advanced driver-assistance systems
    New and After Market sale        Revenues      ELS’s Value                             Total Addressable Market
                                                      Connectivity                        FMS/ADAS
                                      Short           Video                               US$67.43B (2027)¹
                                      Term            Cloud Services                      CAGR of 19.00%
                                                      360⁰                                US$14.15B (2016)
                      Autonomous                                                           AUTONOMOUS TRACTOR
                                                      Remote Control
                      Tractors        Mid             Connectivity                        12,500 units (2019)² N. America
                                      Term            Video (bi-directional Comm)         60,901 units (2025)
                                                      360⁰                                CAGR of 24.89%

    Autonomous Vehicle                                Wide Bandwidth                      AUTONOMOUS VEHICLE
                                                      Cyber Security &Immunity            US$126.8B (2027)³
                                      Long            Entertainments
                                                                                           CAGR of 39.6%
                                      Term            V-2-V + AI communication
                                                      Always-ON
                                       ¹ Grand View Research, Inc. (Feb. 2018)
                                       ² Market and Markets Research (137 pages report - 2018)
                                       ³ Infoholic Research, July 31 2018: “Global Autonomous Vehicles Market research Report”

Drones & Defence
                2
                    2019, 2020 and beyond
                                             13%                 Revenues   ELS’s Value                      Total Addressable Market
                                            17%
                                                   70%
                                                                               Light weight                 DRONES
                                                                 Mid-Sort      Integrated solution          US$100B (2016-2020)¹
              Drones                                                           +2 channel comm.             Comm. $2.8B/110,000M units
                                              Military            Term         Video
                                              Consumer
                                              Commercial
                                                                                                             Personal 94% of Units/40% Rev.

                                                                             WB, Robust, secured,           HOMELAND SECURITY
                                                                  Mid         immune connectivity            HLS global US$526.10B (2017) ²
                                        *
                                            HLS
                                                                  Term       Cyber security                 HLS global US$742.06B (2013)
                                                                             Always-on                      US Defense US$586.7B (2017) ³
                                                                                                             US Defense US$798 B (2023)
                                                                             Ruggedized tablets & laptops               WHY NOW?
                   Strategic                                       Mid       Drones                                    US Trade war
                  Partnerships                                    Term       Cars
                                                                             Tractors

                                                                                                             ¹ Goldman Sachs Research 2018
* Not a customer yet / Just as a representation of this market                                               ² Market and Markets Research (May 2018)
                                                                                                             ³ research & Marketing (May 2018)

Appendix 4C

News and Upcoming Events

• Ami Sagis joined Elsight’s Advisory Team –
      A former Major-General in the Israeli Defense Forces, CEO of the two largest companies
      in the Israeli economy and a Chairman of the Board of a few huge energy and
      technology companies, joins Elsight Advisory Board

•   HLS/Cyber Show 2018 – Tel Aviv, November 13th & 14th
•   MWC 2019 – Barcelona, February 25th - 28th
•   ISDEF 2019 – Tel Aviv, June 4-6th
•   Milipol 2019 – Paris, November 19th - 22nd

Q&A