Slide 1: Growth Strategy Update
Growth Strategy Update Accelerating investment in market leading library technology 29 May 2025 ASX:KNO
Slide 2: Introduction by Alan Stockdale, Knosys Chair
Introduction by Alan Stockdale, Knosys Chair 2
Slide 3: Agenda
Agenda • Introduction (Alan Stockdale, Chair) • Who We Are Today (John Thompson, MD) • Growth Strategy Overview (John Thompson, MD) • Technology Overview (Nic Passmore, CTO) • Marketing Update Libero 6 Congo (Michael Quillerat, Marketing Director) • Libero X market expansion and sales model (Michael
Slide 4: Who We Are Today
Who We Are Today John Thompson, Managing Director
Slide 5: About Us
About Us Knosys (ASX:KNO) is a leading information and knowledge technology company, providing industry with Software as a Service (SaaS) solutions to boost productivity, collaboration, and connectivity in the digital workplace.
Slide 6: Knosys operates a portfolio of SaaS solutions
Knosys operates a portfolio of SaaS solutions Library Management Knowledge Management Intranet 100 customers 40,000 Users 140+ Customers Markets: Markets: Markets: • Public • Finance • Retail • Academic • Government • Health • Special Libraries • Telco • Finance • Government • Telco 6
Slide 7: Knosys has a global footprint
Knosys has a global footprint ARR of A$9.8m 7
Slide 8: Trusted by large enterprises
Trusted by large enterprises 8
Slide 9: Growth Strategy Overview
Growth Strategy Overview John Thompson, Managing Director
Slide 10: Strategic pivot to global-leading LibTech company
Strategic pivot to global-leading LibTech company Knosys currently has three SaaS solutions: FY25 Revenue Split by Solution • Knowledge management (KM), Total Revenue GO • Intranet (GO) 9% Total Revenue KM • Library management (Libero) Total Revenue Libero 33% Total Revenue Other Strategic pivot: 20
Slide 11: Large and growing global market
Large and growing global Global Market Size market Significant growth potential in the $2.65b Library Market $2.52b $2.42b $2.35b • LMS mission critical solution – think ERP solution in other $2.3b industries • LMS Market Size: USD $2.7 billion by 2027 • CAGR of 2.4% to 5% across Market Segments 202
Slide 12: Attractive Market Opportunity
Attractive Market Opportunity • Business-critical requirement for these verticals with global TAM of $1.2B • 410,000 Public Libraries and 85,000 Academic libraries globally • Existing Libero customers provide stable platform to expand into multiple countries • Libero has significant geographic expan
Slide 13: Industry ripe for disruption
Industry ripe for disruption Public, Academic & Specialty Library Vendors Overview Players of the market include • Industry was fragmented Tier 1 ProQuest LLC | Clarivate • Significant market consolidation by ProQuest and Clarivate players SirsiDynix 2019-2021creating gap for lower tier players to e
Slide 14: Uniquely placed to transform libraries around the world
Uniquely placed to transform libraries around the world • Libero is an innovative library management platform providing unique features 250 2500 • Adds real value to existing investments by Libraries in communities' services and electronic resources Existing Library License Users • Delivers automati
Slide 15: Geographical market segmentation
Significant expansion opportunity within segment GROWTH OPPORTUNITIES CUSTOMER MARKET SEGMENTATION GROWTH OPPORTUNITIES CUSTOMER MARKET SEGMENTATION Public Academic Speciality Fy25 FY26 FY27 FY28 FY29 Libraries Libraries Libraries 20 20 20 AUS - AUS GEOGRAPHICAL MARKET GEOGRAPHICAL MARKET 25 25 25 S
Slide 16: Successfully executing on product roadmap
Successfully executing on product roadmap 16
Slide 17: Technology Overview
Technology Overview Nic Passmore, CTO
Slide 18: Significant Execution on roadmap in FY25
Significant Execution on roadmap in FY25 Libero 6 - Member Experience & Discovery ✓ Libero Events & Resource Bookings ✓ Libero X Library App Libero X (LMS) Libero Purple
Slide 19: New features well received by customers
New features well received by customers Events and Resource Bookings Discovery and Member Experience Provides libraries with an easy to use, payment-integrated Promote content, provide seamless access to electronic solution to manage and promote events and to schedule and print resources and empower
Slide 20: Successful launch of Libero Library App in March 2025
Successful launch of Libero Library App in March 2025
Slide 21: Well received by existing customers
Well received by existing customers Initial App rollout Expansion to Go To Market for existing Libero additional LMS version customers in vendors completed progress commencing The initial Go To Knosys is working Libero Library App is Market release of with existing currently being the Libero Library
Slide 22: Libero X includes market leading AI Capabilities
Libero X includes market leading AI Capabilities R&D Prototyping Recommendation Engine Enhanced personalization through AI-based recommendation engine. Automatic Record FRBRisation Automatic linking of Instance to Work, to reduce Librarian effort and provide users with a streamlined experience.
Slide 23: Looking Ahead: Technology Delivery in FY26
Looking Ahead: Technology Delivery in FY26 Delivery of Libero X (LMS) Libero X Library App Vendor Expansion 2026FY The bulk of the Knosys technology team will be focused on Expansion of vendor support within the Libero Library App is the delivery of the first commercial release of the Libero X a key
Slide 24: Long-Term Roadmap: FY27 and beyond
Long- Term Roadmap: FY27 and beyond Libero X for Academic Libraries Additional LMS Vendor Support for the Libero Targeted for FY27, support for Library App Academic Libraries will add additional eResource and Support for additional LMS 2027FY Journal support, along with integrations with Student BEY
Slide 25: Marketing update – Libero Congo release
Marketing update – Libero 6 Congo release Michael Quillerat, Marketing Director
Slide 26: Updated value proposition for Libero & Library App
Updated value proposition for Libero 6 & Library App ✓ Updated value ✓ Produced video introducing the new Libero 6 ✓ Produce content, video and articles for proposition to include Congo features for website each of the new features for website Library mobile app, (now live), socials and PR channels
Slide 27: Refresh of marketing materials and website
Refresh of marketing materials and website Existing customers AU Prospect non-customers AU ✓ Each Australian customer received a direct mailer and plush ✓ Target prospects in Australia that we have previously had contact Gorilla with a letter from John launching Congo. with to provide update on all
Slide 28: Libero X: Future market expansion and sales model
Libero X: Future market expansion and sales model Michael Quillerat, Marketing Director
Slide 29: Go to Market Strategy
GO TO MARKET STRATEGY The Libero X ‘go to market’ strategy is being executed through a five-stage process. WIN THE SUPPORT GENERATE EARLY EXPAND MARKET EXPAND MARKET EXPAND MARKET OF KEY EXISTING REVENUE EXPANSION (US & Canada) (Germany) (US & Canada) CUSTOMERS (KEC’S) in 2025-26 in 2027 in 2027 in
Slide 30: International Expansion Strategy
International Expansion Strategy 1 Conduct deeper research Desktop research undertaken for US GTM, Canada and Germany. For US, obtain deeper understanding of competitors, positioning, reseller opportunities, procurement policies, connect with industry United States Canada body at ALA, the biggest US
Slide 31: Multiple Channels to Market
Multiple Channels to Market Direct Sales: Build out local ACCOUNT EXECUTIVES sales team familiar with the North America based out of existing Raleigh office Sales Channels market dynamics and Germany based out of Frankfurt office customer needs in Germany Responsible for prospecting to US and German
Slide 32: Our approach focuses on two B2B channels
Our approach focuses on two B2B channels Direct to end customer via sales Distributing our solution to channel and licensing agreements: partners and resellers, who resell to the end customer: • Inside and field sales DIRECT INDIRECT • Value-added resellers • Commission agents • Value-added solution
Slide 33: Investment Highlights
Investment Highlights John Thompson, Managing Director
Slide 34: A compelling investment thesis
A compelling investment thesis As libraries around the world undergo digital transformation, Knosys is positioned to become a market leader in mission-critical library technology. Knosys offers a compelling investment thesis: • Stable foundation of low volatility recurring revenue, from multi-year c
Slide 35: Q&A
Q&A John Thompson, Managing Director
Slide 36: Thank-you
Thank-you Name: xxx Title: xxx Email: xxx
Slide 37: Disclaimer
Disclaimer • The information contained in this presentation has been prepared by Knosys Limited ACN 604 • Accordingly, to the maximum extent permitted by law, none of the Company, its subsidiaries 777 862 (the “Company”). The information in this presentation is an overview of the Company and their r