Trade Window Holdings Ltd. · NZX:TWL
Trade Window — Non-Deal Roadshow (May 2026)
20 slides from Trade Window's roadshow presentation, May 12, 2026
Slide 1: Non-Deal Roadshow Investor Presentation
For personal use only Non-Deal Roadshow Investor Presentation May 2026 COMMERCIAL IN CONFIDENCE This presentation contains confidential and proprietary information and is intended solely for the internal use of the recipient to whom this presentation is addressed. It may not be reproduced, distribut
Slide 2: Important notices and disclaimers
Important notices and disclaimers Disclaimer Non-GAAP financial information: Certain financial measures included in this presentation are non-GAAP The following notice and disclaimer applies to this investor presentation and you must read this carefully before reading financial information. Non-GAAP
Slide 3: Global trade is staggeringly complex
Global trade is staggeringly complex Cross-broader commerce worth billions is dependent on manual paper-based processes and legacy technology For personal use only Exporters’ Bank Correspondent Bank Importers’ Bank Invoicing Platform Pre-Shipment Exporter Forwarder Inspector Export Port Carrier Impo
Slide 4: Introduction to TradeWindow
Positioned to win Introduction to TradeWindow Overview Key metrics For personal use only • Founded in 2018, TradeWindow is an NZX-listed software company providing mission critical software for exporters, importers, freight forwarders and customs brokers $10.1m 25% ~95% March 26 ARR ARR CAGR since F
Slide 5: Investment highlights
Positioned Investmentto highlights win For personal use only 1 Huge addressable market with multiple dynamics driving growth 2 Scalable platforms assisting global trade operators 3 AI solution to disrupt incumbent and transform global trade 4 Trusted by over 500 exporters and freight forwarders acro
Slide 6: Huge addressable market with multiple dynamics driving growth
1 Huge addressable market with multiple dynamics driving growth Large and growing addressable market For personal use only Increasing complexity associated with international trade is driving demand for trade and logistics software US$59B TOTAL ADDRESSABLE MARKET 10.5% CAGR Source: Grok AI. COMMERCI
Slide 7: Market exposed to multiple factors driving change and growth
1 Huge addressable market with multiple dynamics driving growth Market exposed to multiple factors which continue to drive change and fuel growth For personal use only E-Commerce Expansion Digital Transformation Supply Chain Resilience Consumers are switching their buying Artificial intelligence (AI
Slide 8: Scalable platform assisting global trade operators
2 Scalable platform assisting global trade operators Simple revenue model charging customers based on a combination of modules, number of users and per transaction Shippers Freight Forwarders For personal use only Transaction fees are calculated per set of shipping documents created Monthly subscrip
Slide 9: AI solutions disrupting incumbents and transforming global trade
3 AI solutions disrupting incumbents and transforming global trade TradeWindow’s product, Freight.AI challenging incumbents For personal use only SHIPPER FOCUSED SOLUTIONS FORWARDER FOCUSED SOLUTIONS TradeWindow is uniquely positioned to leap ahead of competitors constrained by technology debt or ca
Slide 10: AI powered workflows elevate the role of the human operator
3 AI solutions disrupting incumbents and transforming global trade AI powered workflows elevate the role of the human operator to focus on high impact activities For personal use only AI POWERED WORKFLOWS CUSTOMER BENEFITS Shipment coordination Reduce overheads Auto-scheduling, pickups, carrier Scal
Slide 11: Trusted by global trade operators across various industries
4 Trusted by over 500 global trade operators across various industries A selection of customers which include some of Australasia’s most prolific shippers and freight forwarders For personal use only Shippers Freight Forwarders (Importers/Exporters) Note, logos don’t necessarily correspond to top cu
Slide 12: Key performance indicators – Year ended March 2026
5 Key performance indicators – Year ended 31 March 2026 (Q4 FY26) (Unaudited) For personal use only $9.6m $10.1m $30,352 $13,904 Annual ARPC per annum Trading revenue ARPC per annum Recurring (Freight (Shippers) Revenue Forwarders) Up 20% Up 17% Up 22% Up 27% 63% 547 89% $661 Customer Internally Gro
Slide 13: New Zealand our foundation, Australia our growth engine
5 Trusted by over 500 global trade operators across various industries New Zealand our foundation, Australia our growth engine For personal use only 3% 4% Customers by 45% 43% Revenue by Country 54% Country 51% New Zealand Australia Other New Zealand Australia Other COMMERCIAL IN CONFIDENCE Investor
Slide 14: Revenue diversity with low concentration risk and customer churn
5 Revenue diversity with low concentration risk and customer churn Trading revenues highly predictable with 94% re-occurring Installation Service For personal use only revenue revenue Transactional revenue • TradeWindow generates transactional revenue each time a customer either creates or shares a
Slide 15: High quality, diverse and predictable recurring revenues
5 Revenue diversity with low concentration risk and customer churn High quality, diverse and predictable recurring revenues For personal use only 4.7% 11% 11.3% Customer Customer 7.0% retention1 concentration2 89% 77.0% Retained customers Top Customer Customers 2-5 Ceased customers Customers 6-10 Ot
Slide 16: Clearly defined and executable growth strategy
6 Clearly defined and executable growth strategy Growth from product and international expansion For personal use only • Broaden usage of TradeWindow software through cross-sell and up-sell Increase spend from existing initiatives customers • Expand features and functionality to increase solution st
Slide 17: Highly experienced and motivated management team
7OurHighly experienced product and priorities development motivated management team Experienced and aligned management team ready to deliver growth strategy For personal use only Dewald Janse van Rensburg Kerry Friend Deidre Campbell Andrew Balgarnie Johan Oliver Acting Chief Executive Officer Execu
Slide 18: Our board of directors
7 Our board of directors For personal use only Alasdair MacLeod Phil Norman AJ Smith Kerry Friend Independent Chair Independent Director Director Executive Director Alasdair joined the board in October Phil joined the board in October 2021 and was appointed Chair at 2021. that time. Former Partner a
Slide 19: Q&A
For personal use only Q&A COMMERCIAL IN CONFIDENCE
Slide 20: Thank you
For personal use only Thank you TradeWindow Contact Andrew Balgarnie Chief Strategy Officer TradeWindow +64 275 594 133 andrew@tradewindow.io COMMERCIAL IN CONFIDENCE