Locate Technologies Limited · NZX:LOC

Locate Technologies — Q1 FY27 Earnings Presentation

14 slides from Locate Technologies's earnings presentation, Oct 22, 2026

  1. Slide 1: Locate2u Revenue Up 72%, Group Net Profit Positive

    NZX: LOC · Q1 FY27 INVESTOR WEBINAR Locate2u Revenue Up 72%, Group Net Profit Positive. Steve Orenstein Founder & CEO Thursday 22 October 2026 · 12:00pm NZDT

  2. Slide 2: Forward-Looking Statements and Disclaimer

    IMPORTANT INFORMATION Forward-Looking Statements and Disclaimer This announcement contains forward-looking statements subject to It does not constitute financial advice, an offer to sell, or a solicitation risks and uncertainties. These statements are not guarantees of future to buy securities. Inves

  3. Slide 3: A milestone quarter for the Group

    Q1 FY27 AT A GLANCE A milestone quarter for the Group NET PROFIT AFTER TAX GROUP REVENUE LOCATE2U REVENUE OPERATING CASH FLOW $2.22m $1.50m +$62k +$828k +36% YoY +72% YoY vs ($578k) vs ($347k) All figures NZD. Comparisons against Q1 FY26 (three months to 30 September 2025). Q1 FY27 Investor Webinar ·

  4. Slide 4: Q1 FY27 against Q1 FY26

    RESULTS SUMMARY Q1 FY27 against Q1 FY26 METRIC Q1 FY27 Q1 FY26 YOY Group Revenue $2.22m $1.63m +36% Locate2u Revenue $1.50m $0.87m +72% Zoom2u Revenue $0.72m $0.76m (6%) Reported EBITDA +$521k ($209k) +$729k Normalised EBITDA +$603k ($3k) +$607k Net Profit After Tax +$62k ($578k) +$640k Operating Cas

  5. Slide 5: Locate2u delivered another record quarter

    LOCATE2U Locate2u delivered another record quarter Locate2u revenue, NZ$m +72% Revenue growth year on year 1.50 0.87 67% Share of Group revenue, up from 62% in Q4 FY26 +39% Recurring software revenue growth Q1 FY26 Q1 FY27 Q1 FY27 Investor Webinar · 06

  6. Slide 6: Enterprise customers are onboarding at pace

    ENTERPRISE CUSTOMERS Enterprise customers are onboarding at pace We are onboarding a number of enterprise customers onto Locate2u, and we plan to share further detail on these as they become available. Lower operating costs Driver onboarding and A better customer Route optimisation plans more compli

  7. Slide 7: Locate2u is an end-to-end platform for logistics-based companies

    PLATFORM Locate2u is an end-to-end platform for logistics-based companies 01 02 03 04 05 06 Orders Delivery Customer Fleet Compliance Finance AI Agents Orders captured, Route optimisation, Experience Invoicing customers AI agents working managed and released scheduling, dispatch Live tracking, arriv

  8. Slide 8: Growing the business without growing the team

    AI AND OPERATING LEVERAGE Growing the business without growing the team AI is used across development, sales, GROUP REVENUE TOTAL WAGES product and operations. +36% Q1 FY27 vs Q1 FY26 −14% Q1 FY27 vs Q1 FY26 Integrations and customer-specific requirements that once took months are now delivered in we

  9. Slide 9: Zoom2u is focused on returning to growth

    ZOOM2U Zoom2u is focused on returning to growth DONE New Zoom2u website launched during the quarter Q1 FY27 REVENUE NEXT Zoom2u platform relaunch planned for the coming quarter $0.72m (6%) YoY ONGOING Applying the Group’s AI tools and product work to optimise operations Q1 FY27 Investor Webinar · 10

  10. Slide 10: Reported EBITDA was positive in every month

    EBITDA Reported EBITDA was positive in every month Reported EBITDA by month, NZ$k NZ$’000 Q1 FY27 Q1 FY26 Reported EBITDA 521 (209) 229 One-off normalisation items 45 158 164 ESOP (non-cash) 38 47 128 Bitcoin unrealised revaluation nil nil Normalised EBITDA +603 (3) Totals may not sum due to roundin

  11. Slide 11: PURE refinancing is progressing ahead of its due date

    CAPITAL MANAGEMENT PURE refinancing is progressing ahead of its due date PURE DEBT FACILITY PURE ROYALTY SHARES ON-MARKET BUYBACK Due 7 Nov 2026 10,000,000 86,652 shares Multiple refinancing proposals received. Ordinary shares issued on 1 July 2026 in Acquired for $4,266 at $0.049 to $0.050 Refinancing

  12. Slide 12: Holdings maintained at 12.3 BTC

    BITCOIN TREASURY Holdings maintained at 12.3 BTC TOTAL HOLDINGS 12.3 BTC Revalued in reported results only at the half-year (31 Market value, 30 Jun 2026 Market value, 30 Sep 2026 ~$1.27m ~$1.81m NZD. Point-in-time reference. Live holdings at locatetech.nz/bitcoin December) and full-year (30 June).

  13. Slide 13: Strategic priorities are unchanged

    OUTLOOK Strategic priorities are unchanged 01 Scale Locate2u NEAR-TERM MILESTONES Win and onboard enterprise customers globally, built on delivering customised requirements for complex clients. Before 7 Nov 2026 PURE facility refinancing 02 Operating leverage 23 Nov 2026 Maintain a lean team and cost

  14. Slide 14: Questions

    Q1 FY27 INVESTOR WEBINAR Questions Contact Email Recording Steve Orenstein, Founder & CEO investors@locatetech.nz investor.locatetech.nz

Locate Technologies — Q1 FY27 Earnings Presentation on 6ix