Orcoda Limited · ASX:ODA
Orcoda — FY2026 Earnings Presentation
17 slides from Orcoda's earnings presentation, Aug 28, 2026
Slide 1: Optimising People in Motion: FY2026 Results Overview
01 Orcoda Limited FY2026 Results Overview ASX ODA Transport & Workforce Logistics Optimising People in Motion FY2026 Results Overview August 2026
Slide 2: Disclaimer
02 Orcoda Limited FY2026 Results Overview ASX ODA Disclaimer This presentation has been prepared by Orcoda Limited ACN 009 065 650 ("Orcoda"). You are cautioned not to place undue reliance on these forward-looking statements that speak only as of the date hereof and Orcoda does not undertake any obl
Slide 3: Optimising People in Motion
03 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Optimising People Business Lines People in Motion. Outlook Orcoda (ASX:ODA) is a software-led technology company built around our core 360 platforms, optimising how organisations deploy people and fleets. Our recurring-revenue tec
Slide 4: Improved recurring revenue and EBITDA to provide a stronger platform for FY27
04 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Improved recurring Business Lines People revenue and EBITDA Outlook to provide a stronger platform for FY27. Annual Recurring Revenue Underlying EBITDA $6.2m ($0.38m) 23% vs FY25 $5.04m 26% vs FY25 ($0.51m) Total Revenue Net Profi
Slide 5: Corporate snapshot
05 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Corporate snapshot. Business Lines People Outlook Share price Market capitalisation Shares on issue Options Top 20 shareholders A$0.07 A$13.1m 187.5m 7.0m ~67% At 26 August 2026 At 26 August 2026 At 26 August 2026 @ $0.16 expiry 1
Slide 6: Transitioning to SaaS growth entering FY27
06 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Transitioning to SaaS growth entering FY27. Business Lines People Outlook FY26: The Foundation FY27: The Acceleration Focus: R&D finalisation, stabilising TBG, and Focus: Aggressive scalable deployment, circa managing market headw
Slide 7: ~180% step-change in ARR sets up FY27 for success
07 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials ~180% step-change in ARR sets up FY27 for success. Business Lines People Outlook 1FY27 entry annual recurring revenue Annual Recurring Revenue calculated based FY26 exit base, and • The Wagner contract is expected to contribute $
Slide 8: SaaS provides earnings visibility and operating leverage as we scale
08 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials SaaS provides earnings visibility and operating Business Lines People leverage as we scale. Outlook 1Achievement is subject to contract Annual Recurring Revenue timing, customer deployment Bridge Chart schedules and other executio
Slide 9: Transport360 Integrated transport management platform
09 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Transport360 Four core benefits Business Lines People Integrated transport Outlook management platform. We help trucking and logistics providers with optimising routes, scheduling, dispatch, and real-time tracking for freight, com
Slide 10: Contractor360 Integrated workforce logistics platform
10 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Contractor360 Four core benefits Business Lines People Integrated workforce Outlook logistics platform. Our end-to-end AI workforce mobilisation platform helps large enterprises in the construction, mining, government and utility
Slide 11: Contractor360 Proof of value: The Wagner contract
11 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Contractor360 Proof Contract Term Business Lines People of value: 36 months Outlook The Wagner contract. ~$8 million per annum “Our success with Wagner Corporation shows what the Contractor360 platform can deliver for a sophistica
Slide 12: The revenue engine: Industrialising SaaS sales
12 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials The revenue engine: Business Lines People Industrialising SaaS sales. Outlook
Slide 13: Future Fleet Telematics and vehicle and driver monitoring
13 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Future Fleet Four core benefits Business Lines People Telematics and vehicle Outlook and driver monitoring. Delivering advanced fleet and asset management solutions including AI enhanced driver safety, IoT, satellite tracking, col
Slide 14: TBG Electrical infrastructure and contracting
14 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials TBG Four core benefits Business Lines People Electrical infrastructure Outlook and contracting. TBG delivers electrical infrastructure and contracting services across rail, power, mining and industrial projects, combining smart li
Slide 15: Revitalised leadership and sales team driving new growth
15 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials Revitalised leadership and sales Business Lines People Outlook team driving new growth. Brendan Mason Patrick Bodegraven Geoff Jamieson Mark Austin Simon Anthonisz Rick Polzi Rae Jeffrey Non-Executive Chairman Managing Director &
Slide 16: FY27 outlook: execution and scale
16 Orcoda Limited FY2026 Results Overview ASX ODA Overview Financials FY27 outlook: execution and scale. Business Lines People Outlook 03 Margin Expansion 02 Extracting massive Pipeline operating leverage from 01 Conversion our fixed cost software architecture as ARR Organic SaaS Executing the rigor
Slide 17: Be part of our growth
017 Orcoda Limited FY2026 Results Overview ASX ODA Orcoda Ltd 11/8 Navigator Place ABN 86 009 065 650 Hendra Queensland 4011 Transport & Workforce Logistics ASX:ODA orcoda.com Be part of our growth Patrick Bodegraven Managing Director pbodegraven@orcoda.com 1300 672 632 A software-led technology com