Slide 1: Orchestrating the Future: Investor Presentation, August 2026
ORCHESTRATING THE FUTURE AI-infused, supply chain planning, decisioning and orchestration INVESTOR PRESENTATION, AUGUST 2026
Slide 2: Forward-looking Statements and Other Disclosures
DISCLAIMER Forward-looking Statements and Other Disclosures FORWARD-LOOKING INFORMATION This presentation and webcast (the “presentation”) contains forward-looking statements within the meaning of applicable Canadian securities legislation. In some cases, these forward-looking statements can be iden
Slide 3: Forward-looking Statements and Other Disclosures
DISCLAIMER Forward-looking Statements and Other Disclosures ANNUAL RECURRING REVENUE (ARR) ARR is an industry metric used widely among SaaS businesses as a means of evaluating a company’s underlying operating performance. Securities analysts, investors and other interested parties also frequently us
Slide 4: Leading SaaS pioneer since 2005
Leading SaaS pioneer since 2005 Blue Chip Customers Growing Global Industry Loyal Balanced Financial And Vertical Focus Presence Leader Customers Philosophy 400+ 100+ 12x 95%+ 17% CURRENT USER COUNTRIES GARTNER CUSTOMER FY’25 SAAS CUSTOMERS MQ LEADER RETENTION GROWTH 40K+ 1800+ 180% GROWTH 3-5 YEARS
Slide 5: Differentiation
Differentiation KINGXIS’
Slide 6: Volatility is an everyday reality
Persistent Disruptions Volatility is an everyday reality. Social Sentiment Technology Acceleration Slide 6 Copyright © 2026 Kinaxis. All Rights Reserved Copyright © 2026 Kinaxis. All Rights Reserved.
Slide 7: Kinaxis Maestro: The supply chain planning and decisioning platform
KINAXIS MAESTRO® The supply chain planning and decisioning platform S&OP DISTRIBUTION Turning better decisions into enterprise adaptability PRODUCTION DEMAND SCHEDULING SUPPLY INVENTORY Slide 7 Copyright © 2026 Kinaxis. All Rights Reserved.
Slide 8: Proprietary, concurrent orchestration fights disruption with agility
Proprietary, concurrent orchestration fights disruption with agility Constant surprises due Real-time data shared across to out-of-date, siloed functions for full collaboration information Rapid, better decision-making, Slow decision-making with limitless scenario analysis with reliance on Excel for
Slide 9: The concurrency effect is real
The A rapid return on investment concurrency Improvement in forecast accuracy (item/location level) 16% effect Decrease in total inventory 15% Decrease in obsolescence 16% is real Reduction in expediting costs Improvement in customer service (e.g. OTIF, line fill, CLT) 17% 23% Increase in capacity u
Slide 10: Trusted by leaders across verticals
Trusted by leaders across verticals Aerospace Consumer High-tech & Industrial & Automotive Life Sciences and Defense Products Electronics O&G Slide 10 Copyright © 2026 Kinaxis. All Rights Reserved.
Slide 11: Kinaxis named a Leader, 2026 Gartner Magic Quadrant
2026 GARTNER® MAGIC QUADRANT™ FOR SUPPLY CHAIN PLANNING SOLUTIONS FOR DISCRETE INDUSTRIES Kinaxis named a Leader, positioned highest on Ability to Execute and furthest on Completeness of Vision. Gartner does not endorse any vendor, product or service depicted in our research publications, and does n
Slide 12: The opportunity
The opportunity KINGXIS’
Slide 13: Massive market opportunity growing mid-teens
Massive market opportunity growing mid-teens SCO SAAS MARKET PROSPECTS ANNUAL SPEND, SUPPLY CHAIN MANAGEMENT SOFTWARE ~14,0002 Total targets $66B1 MID-MARKET, ~9,000 SMB PROSPECTS ENTERPRISE+ 14%+ PROSPECTS CAGR ~5,000 ~400 Current Customers $29B 2024 2029 1. Graphic created by Kinaxis based on Gart
Slide 14: Prebuilt Maestro Agents
READY-TO-USE AGENTS Prebuilt Maestro Agents Ready-to-use agents that support key supply chain tasks • Worksheet agent • Agents for: data integrity, demand and supply risk, improving forecast accuracy, evaluating demand shifts, optimizing inventory and supply outcomes • More prebuilt agent components
Slide 15: Maestro Agent Studio
TAILORED AGENTS Maestro Agent Studio Turn supply chain processes into configurable agents that fit customers’ businesses • Codify expert judgment and scale accurate, high-quality decisions across planners, teams, and regions • Extend the value of Maestro with new capabilities Slide 15 Copyright © 20
Slide 16: Enterprise Orchestration across your ecosystem
A NEW ERA ON THE HORIZON Enterprise Orchestration across your ecosystem Slide 16 Copyright © 2026 Kinaxis. All Rights Reserved.
Slide 17: Delivery model
Delivery model KINGXIS’
Slide 18: Co-creating the future together
PARTNERSHIPS Co-creating the future together SYSTEM INTEGRATOR VALUE ADDED RESELLER SOLUTION EXTENSION CLOUD PLATFORM Slide 18 Copyright © 2026 Kinaxis. All Rights Reserved.
Slide 19: Fast Deployments, huge expansion opportunity
Fast Deployments, huge expansion opportunity UP-SELL ILLUSTRATIVE CUSTOMER JOURNEY Additional Maestro features as customers mature and further embed solution IMPLEMENT Initial implementation, e.g.: EXPAND • Supply planning fundamentals Expand geographical and line-of- • Inventory management fundamen
Slide 20: Financial results and metrics
Financial results and metrics
Slide 21: Balancing strong SaaS growth, profitability and cash flow
FINANCIALS 548.0 SaaS growth 17% Adj EBITDA1 Margin Balancing strong 16% 22% 18% 22% 25% SaaS growth, 483.1 427 profitability 366.9 362.4 Trailing 12-month Free Cash Flow margin 21% and cash flow $US MILLIONS 309.2 265.1 250.7 • Long history of profitable, cash- 213.3 generative growth 174.5 138.4 •
Slide 22: Quarterly revenues
F I N A N C I A L R E S U L T S Quarterly revenues $166 $159 $5 $144 $4 Q2’26 Total Revenue driven by strong SaaS $136 $135 $5 $39 revenue and professional services revenue $6 $6 $42 $40 Q2’26 SaaS Revenue grew +20% YoY and $37 $37 $19 $6 represented 67% of Total Revenue $2 US$ MILLIONS $5 $0 √ $103
Slide 23: Strong RPO growth trend
O P E R A T I N G M E T R I C S Strong RPO growth trend $1,100 SaaS RPO Total RPO $983 $1,000 Q2’26 Total RPO increased by 3.7 ppts from ending Q1’26 balance to $983M, +18% YoY $900 $834 $940 Q2’26 ending SaaS RPO of $940M, +19% $800 $748 YoY from closing Q2’25 balance $793 $700 US$ MILLIONS 3-year
Slide 24: Annual recurring revenue growth
O P E R A T I N G M E T R I C S Annual recurring revenue growth $500 $450 466 Record Q2’26 increase in ARR1 447 $400 433 433 § New ARR of $19M added QoQ 407 391 § New ARR of $75 added YoY $350 360 US$ MILLIONS $300 322 ARR grew +19% YoY growth, +21% YoY growth in constant currency $250 274 √ $200 22
Slide 25: Fiscal 2026 guidance
U P D A T E D Fiscal 2026 guidance SaaS revenue growth Total revenue Adjusted EBITDA margin1 18-20% YoY $625-640M 25-26% (~$427-434M) (~14-17% YoY growth) 17-19% YoY Previously $620-635M Previously (13-16% YoY growth) 1. See Slide 2, Non-IFRS financial measures Slide 25 Copyright © 2026 Kinaxis. All
Slide 26: Supporting sustainable supply chains
COMMITTED TO A SUSTAINABLE AND SOCIALLY RESPONSIBLE FUTURE Supporting sustainable supply chains IN 2025, WE RELEASED OUR SIXTH SUSTAINABILITY REPORT. TOP MARKS CARBON NEUTRAL WE SUPPORT FOR 2025 OUR COMMITMENTS: Protecting Giving Back Our Planet Proud participant of the UN Our scope 1, 2 and 3 emiss
Slide 27: Multiple early-stage growth opportunities
Multiple early-stage growth opportunities Maestro Agents expand moat and TAM Restructured GTM, focused Large expansion opportunity, on best opportunities, scale N E W R E V E N U E blue chip customers S T R E A M 14,000 companies remain Proprietary techniques as new prospects S T R A T E G Y underpi
Slide 28: Investor Relations
Investor Relations investors@kinaxis.com