Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Merger or Acquisition (May 2025)
30 slides from Wisetech Global's merger presentation, May 26, 2025
Slide 1: Acquisition of e2open investor presentation
ASX Announcement: 2025/44 26 May 2025 Acquisition of e2open investor presentation Attached is the investor presentation that sets out further details for the acquisition of E2open Parent Holdings, Inc. //ENDS Authorized for release to ASX by the Board of Directors of WiseTech Global Limited. Contact
Slide 2: E2open acquisition
E2open acquisition May 2025 Financial data: All dollar values are in U.S. dollars (USD) unless otherwise presented. © 2025 WiseTech Global
Slide 3: Important notice and disclaimer
Important notice and disclaimer Content of presentation for information purposes only Preparation of information Visit wisetechglobal.com/investors WiseTech Global's financial information has been prepared and reviewed in accordance with Australian Accounting Standards. Certain financial data includ
Slide 4: Speakers
Speakers Andrew Cartledge Richard White Mark Hall Caroline Pham Chief Executive Officer – Interim Founder, Executive Chair & Head of Acquisitions & Integration Chief Financial Officer – Interim Chief Innovation Officer © 2025 WiseTech Global
Slide 5: Table of contents
Table of 1 Transaction highlights 5 contents 2 E2open ecosystem 12 3 Strategic rationale 15 4 Integration & synergies 19 5 Transaction summary & funding 23 6 Conclusion 26 © 2025 WiseTech Global
Slide 6: Transaction highlights
Transaction highlights 5 © 2025 WiseTech Global
Slide 7: Our vision and mission
Our vision Our mission Be the operating system for To create breakthrough products that global trade and logistics. enable and empower those that own and operate the supply chains of the world. 6 © 2025 WiseTech Global
Slide 8: Highlights
Highlights Be the operating system for Complements and extends our global trade and logistics product offering and ecosystem Enhances our vision by adding the Broadens our market opportunity valuable combination of trade and expands our total addressable and logistics market (TAM) Creates and empowe
Slide 9: Our '3P' strategy
Our ’3P’ strategy Strategy delivers sustainable growth Vision: Be the operating system for global trade and logistics Product Penetration Profitability Extend technology Expand market Enhance operating lead penetration leverage People: Powered by our talented people, and accelerated by our innovatio
Slide 10: Strategically significant acquisition
Strategically significant acquisition PRODUCT PROFITABILITY PENETRATION PEOPLE A key step toward achieving our vision to be the operating system for global trade and logistics Broadens WiseTech’s ecosystem with a network of 500,000 connected enterprises including the establishment of a major foothol
Slide 11: Scaled opportunity
Scaled opportunity Opportunity to acquire scale and differentiated product suite in one acquisition – significantly expanding our product and network reach WiseTech: 10+ years of acquisitions1 55 25 2 50+ 16,500+ 3 $1.2b acquisitions countries applications customers total consideration E2open 1 20 4
Slide 12: Overview of e2open
Overview of e2open1 Scaled and profitable Revenue Adjusted EBITDA3 Operating $607.7m $215.5m cashflow $111.4m4 FY25A2 FY25A2 FY25A2 ~10 years 5 product groups ~4,000 total headcount Top 100 customer average tenure Logistics, Global Trade, Supply, Channel, Planning 500k 27% in product development5 co
Slide 13: E2open ecosystem
E2open ecosystem 12 © 2025 WiseTech Global
Slide 14: Extensive ecosystem
Extensive ecosystem1 Global network connected to 500k enterprises, 67m containers tracked annually ected supply cha conn in p en lat Demand ecosystem 2op unified us fo rm Supply ecosystem y E on er ex rm pe 875k active resellers Ha rie 31m annual invoices Customers $11b incentives managed 67m annual
Slide 15: Product suite complementary to CargoWise ecosystem
Product suite…complementary to CargoWise ecosystem E2open’s global trade and logistics product suite complement and extend our offering Prior e2open # Product suite/app family1 Overview acquisitions BluJay Logistyx Series of software products which provide multi-tenant, cloud-based tools for forecas
Slide 16: Strategic rationale
Strategic rationale 15 © 2025 WiseTech Global
Slide 17: WiseTech's journey
WiseTech’s journey Be the operating system for global trade and logistics WiseTech + e2open: delivering value to global, 1 A big global logistics market1… Global supply chain/logistics software regional and local spend2 stakeholders $11+ trillion $28b ~16% CAGR $57b Information, knowledge and relati
Slide 18: Expanding the CargoWise/WiseTech ecosystem
Expanding the CargoWise/WiseTech ecosystem Expands our ecosystem and extends our vision: Be the operating system for global trade and logistics The operating system for global trade and logistics Supply, GTM International Customs International Customs International Trade, Channel, Supply Side Compli
Slide 19: WiseTech & e2open: strategically significant combination
WiseTech & e2open: strategically significant combination Vision: Be the operating system for global trade and logistics PRODUCT PENETRATION PROFITABILITY Extend technology lead Expand market penetration Enhance operating leverage WiseTech WiseTech WiseTech • Over 16,500 of the world’s logistics comp
Slide 20: Integration & synergies
Integration & synergies 19 © 2025 WiseTech Global
Slide 21: Our integration program
Our integration program Program tried and tested in 55 acquisitions over the last 10+ years and supported by an experienced team 20 © 2025 WiseTech Global
Slide 22: Integration plan
Integration plan Proven integration capabilities + external support WiseTech Reported EBITDA ($m) and EBITDA Margin (%) Leverage existing capabilities 1 Proven capability with experience from 50+ acquisitions E2open is a mature business with strong existing 600 50% 50%-51% 60% capabilities – includi
Slide 23: Growth opportunities and optimization
Growth opportunities and optimization Pro forma WiseTech will have readily achievable cost-optimization and future revenue growth opportunities at least $50m annualized run rate cost synergy by end of year 21 • Removal of duplication and operational efficiencies • Infrastructure and real estate • Pr
Slide 24: Transaction summary & funding
Transaction summary & funding 23 © 2025 WiseTech Global
Slide 25: Transaction summary & funding
Transaction summary & funding WiseTech leverage expected to temporarily lift to 3.5x, with a clear deleveraging pathway to <2.0x within 3 years • WiseTech to acquire e2open, for $2.1b Enterprise Value1 (EV) (Acquisition Price) Acquisition price • The Acquisition Price represents a year ending Feb’25
Slide 26: Transaction summary & funding
Transaction summary & funding • The acquisition and execution of funding is subject to customary closing conditions, including obtaining regulatory Completion considerations approvals, and no material adverse change occurring prior to the completion of the transaction • Expect the completion of cond
Slide 27: Conclusion
Conclusion 26 © 2025 WiseTech Global
Slide 28: Highlights
Highlights Be the operating system for Complements and extends our global trade and logistics product offering and ecosystem Enhances our vision by adding the Broadens our market opportunity valuable combination of trade and expands our total addressable and logistics market (TAM) Creates and empowe
Slide 29: Questions
Questions 28 © 2025 WiseTech Global
Slide 30: wisetechglobal.com
wisetechglobal.com © 2025 WiseTech Global