A2z Cust2mate Solutions Corp. · NASDAQ:AZ
A2z Cust2mate Solutions — Investor Presentation (September 2026)
15 slides from A2z Cust2mate Solutions's investor presentation, Sep 1, 2026
Slide 1: A2Z Cust2Mate Solutions Corp. Investor Presentation September 2026
A2Z CUST2MATE SOLUTIONS CORP. Investor Presentation — September 2026 www.cust2mate.com As of September 1, 2026
Slide 2: Forward-Looking Statements
IMPORTANT NOTICE Forward-Looking Statements All content, including text, graphics, images, and information, contained in or available through this presentation is for general information purposes only. Opinions and estimates offered constitute our judgment and are subject to change without notice, a
Slide 3: A2Z Sits at the Intersection of Three Large, Fast-Growing Markets
THE OPPORTUNITY A2Z Sits at the Intersection of Three Large, Fast-Growing Markets Smart Shopping Carts Retail Media Advertising Retail Data Monetization $10B+ $175B $20B by 2030 · CAGR ~27% Global Spend in 2025 · CAGR ~10% by 2033 · CAGR ~19% Sources: Global Smart Shopping Cart Market. June 2024, 36
Slide 4: A Recurring-Revenue Model With a Flywheel Effect
BUSINESS MODEL A Recurring-Revenue Model With a Flywheel Effect 01 02 03 Smart Cart Subscription Retail Media Revenue Share Data & Insights Licensing Multi-year, per-cart recurring fee covering Share of in-store advertising income sold to Subscription and project-based access to hardware, software,
Slide 5: One Connected Platform, Three Monetizable Solutions
THE PLATFORM One Connected Platform, Three Monetizable Solutions SHOPMATE MEDIAMATE INSIGHTMATE Shopper Engagement In-Store Retail Media Data & Intelligence Retrofit smart cart replacing self-checkout with Turns the smart cart into a measurable Converts in-store shopper behavior into guided navigati
Slide 6: Retrofit Hardware, Engineered for the Retail Floor
THE SMART CART Retrofit Hardware, Engineered for the Retail Floor 13.3" detachable SmartPanel In the aisle: guided, connected shopping Retrofit by design — Clips onto existing cart fleets — no new carts to purchase or store to redesign 13.3" touchscreen — Large, ergonomic SmartPanel for shopping, pe
Slide 7: Built for Loss Prevention and Rapid, High-Volume Rollout
ENGINEERING & MANUFACTURING Built for Loss Prevention and Rapid, High-Volume Rollout AI-POWERED SECURITY & LOSS PREVENTION MANUFACTURING & DEPLOYMENT SCALE Computer vision identifies items and cart contents in real time, validating what Dedicated China manufacturing facility came online in Q2 2026,
Slide 8: A Growth Inflection, Backed by a Large Order Book
INVESTMENT SNAPSHOT (*) A Growth Inflection, Backed by a Large Order Book Q2 2026 REVENUE GROSS MARGIN CONTRACTED ORDER BOOK CARTS DELIVERED $5.9M 42.6% >$195M 3,350+ +409% YoY · +78% QoQ vs. 23.3% in Q2 2025 ~19,000 carts scheduled through 2027 To a growing number of retail clients CASH + FINANCIAL
Slide 9: Management's Reaffirmed Full-Year Targets
2026 OUTLOOK Management's Reaffirmed Full-Year Targets 10,000 $25M 19,000+ Smart Carts scheduled to be Smart Cart revenue projected for H2 Carts scheduled for delivery by end delivered (cumulative) by year-end 2026 of 2027 2026 vs. 3,350 delivered as of June 30, 2026 weighted to Q4 benefiting from n
Slide 10: Increasing Revenues Over Time
FINANCIAL PERFORMANCE Gross Margin % Increasing Revenues Over Time 55.0% 45.0% 42.6% Revenue Trend ($M) 35.0% 30.0 25.0% 25.0 17.6% 15.0% 20.0 5.0% 4.2% 2025 Q1 2026 Q2 2026 15.0 -5.0% 25.0 10.0 H1 2026 vs H2 2025 Revenue: $9.2M vs $2.7M 5.9 5.0 Net loss: $15.6M vs $19.3M - narrowing as revenue scal
Slide 11: Backlog Provides Multi-Year Revenue Visibility
ORDER BOOK & DEPLOYMENT Backlog Provides Multi-Year Revenue Visibility Cumulative Smart Carts Delivered (units) 20,000 19,000 >$195M 18,000 Total contracted orders, ~19,000 carts scheduled for delivery through 2027 16,000 14,000 12,000 10,000 10,000 Up to 250 8,000 Smart carts per store; contract te
Slide 12: Robust Liquidity Supports Scaled Deployment
SUPPORTING THE FUTURE Robust Liquidity Supports Scaled Deployment As of June 30, 2026 Capital Discipline Actions Treasury (C&CE+ liquid investments) $43.4M $30M+ Bank Leumi credit facility funds inventory & production scale- up ($2.2M used to date) Restricted cash $3.9M Available working capital cre
Slide 13: Capital Structure (Sept 1, 2026)
CAPITALIZATION Capital Structure (Sept 1, 2026) Item Amount Ownership Notes Common shares outstanding 44,086,467 Institutional base includes the following(*): Warrants (WAEP ~$9.23) 511,476 • Luxor Capital Group, LP • Shay Capital LLC Options and RSUs 4,786,837 • Weybosset Research & Management LLC
Slide 14: Why A2Z, Why Now
INVESTMENT THESIS Why A2Z, Why Now Large, underpenetrated market Backlog gives revenue visibility Differentiated architecture $10B+ smart cart market growing ~27% CAGR, >$195M contracted, ~19,000 carts scheduled Retrofit, detachable smart-panel approach is layered with $175B retail media and $20B+ d
Slide 15: Thank You
Thank You INVEST O R RELAT IO NS John Gildea, VP of Corporate Communications john@a2zas.com M EDIA / PRESS A2Z Mediaroom · pr@a2zas.com Nasdaq: AZ · www.cust2mate.com 15
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