Slide 1: Investor Presentation Q1 FY2026
Investor Presentation Q1 FY2026 TRUSTED TO DELIVER. BUILT FOR GROWTH.
Slide 2: Safe harbour
Safe harbour The statements in this presentation relating to matters that are not historical fact are forward-looking statements that are based on management's beliefs and assumptions. Such statements are not guarantees of future performance, and are subject to a number of uncertainties, including b
Slide 3: Tecsys at a glance
Tecsys at a glance Purpose: Position: Mission: Vision: To empower To clarify To equip supply That good good companies uncertainty in the chain greatness companies have to be great supply chain the space to thrive Our story is all about our customers 3
Slide 4: Trusted provider of supply chain technology for the world's most complex supply networks
40+ years 14 times 40% of complex Tecsys named in of Gartner’s Healthcare supply network Gartner's Magic Supply Chain Top 25 experience Quadrant for WMS for 2024 are customers Trusted provider of supply chain technology for the world’s most complex supply networks 4
Slide 5: Global reach and financial strength
Global reach and financial strength 1,000+ 27% $180M $108M 757 SaaS revenue Revenue* Annual Recurring Employees** Customers growth* 72% USA Revenue** 18% Canada 10% ROW (primarily Europe) * Last twelve months, July 31, 2025 ** On July 31, 2025 5
Slide 6: End-to-end integrated supply chain management solutions
End-to-end integrated supply chain management solutions A platform for success POU Point of use CONSUME PLAN BUY STORE SELL FULFILL Demand Procurement, Warehousing E-commerce, order Distribution, COMPLETE forecasting and contracting and and inventory AI management and pick, pack AI planning releasin
Slide 7: Momentum
Momentum $176 Total Revenue (in $ million) $171 $152 $137 $123 $36.81* TSX:TSE $20.92 2021 2022 2023 2024 2025 2026 New CHRO New CMO Launched Normal TSX30 Course Issuer Bid Launch of New IT Sec Promoted to Challenger TecsysIQ New R&D New Global New Chief Leadership in Gartner WMS Quadrant Establishm
Slide 8: SaaS growth driving increase in recurring revenue
SaaS growth driving increase in recurring revenue in $CAD millions 99.5 85.9 70.2 59.6 67.1 51.9 37.5 27.0 26.9 41% 39% 39% 29% 25% 19.1 32.7 32.7 34.0 32.5 7.9 FY 2022 FY 2023 FY 2024 FY 2025 Q1 FY 2026 Maintenance and Support revenue SaaS revenue % SaaS Revenue growth YoY 8
Slide 9: Customers
Customers Percentage of SaaS annual recurring revenue Healthcare 78% 22% General distribution Solutions built on experience: Delivering end-to-end solutions with technology and services 9
Slide 10: Healthcare supply chains are stressed
Healthcare supply chains are stressed Standardization across Point of use breakdowns networks Volume fluctuations Extraordinary pressure on IDNs struggling supply chain to deliver Regulatory requirements Result: Healthcare supply chains need solutions urgently Opportunity: Tecsys is cons
Slide 11: Total supply chain software ARR market size
Total supply chain software ARR market size Target addressable market GENERAL H E A LT H S Y S T E M S DISTRIBUTION AND PROVIDERS $9.6B $2.7B U.S./CAN: $6B Total market U.S./CAN W. EU: $3.6B ARR $12.3B Western European market estimated at 60% of U.S./Canada market 11 All amounts are presented in Can
Slide 12: Narrowing our focus: End-to-end healthcare supply chain
Narrowing our focus: End-to-end healthcare supply chain Key segments within total addressable market GENERAL H E A LT H S Y S T E M S DISTRIBUTION AND PROVIDERS Focus areas Focus areas ARR Life sciences and biomedical Large IDNs Medical and pharmaceutical distribution Multisite health systems opport
Slide 13: U.S. health systems and providers market opportunity
U.S. health systems and providers market opportunity Becoming dominant in U.S. health systems market: The $1.5B ARR* opportunity Health systems Base account market share penetration 382 27% ARR opportunity: ARR opportunity 85% $1.5B 15% with current base: Target health systems $164M 73% Market oppor
Slide 14: Additional ARR from markets where we excel
Additional ARR from markets where we excel Opportunities within selected non-healthcare market segments in U.S., Canada and Western Europe R E TA I L A N D GENERAL MARKETS E-COMMERCE 3PL PROVIDERS $105M $69M Additional ARR $390M INDUSTRIAL AND H E AV Y E L E C T R I C A L S U P P LY MACHINERY $183M
Slide 15: Partner ecosystem - Accelerate growth
Delivering exceptional innovation and ser vice together Partner ecosystem - Accelerate growth Technology partners Advisory and service partners AWS, Workday, Oracle, Shopify, Deloitte, CGI, KPMG, Bricz, Avalon CSC, Locus Robotics, Zebra Technologies, RiseNow Consulting, Sequoia Group, SVT Robotics,
Slide 16: SaaS driving Annual Recurring Revenue (ARR) growth
SaaS driving Annual Recurring Revenue (ARR)1 growth in $CAD millions SaaS represents 74% of total ARR1 Q1 FY26 21% Q1 FY26 SaaS ARR1 growth YoY 59% Q1 FY26 recurring revenue as a % of total revenue 1 Refer to July 31, 2025, Management Discussion and Analysis “Key Performance Indicators” 16
Slide 17: SaaS Annual Recurring Revenue Net Retention Rate
SaaS Annual Recurring Revenue Net Retention Rate 115% 113% 110% 110% 105% 105% 105% 105% 104% 100% LTM Q1 2026 SaaS Recurring Revenue net retention rate 95% 90% Net Retention = (Existing customer expansion less churn) divided by Beginning 85% period SaaS ARR 80% 2022 2023 2024 2025 LTM Q1 2026 17
Slide 18: SaaS Remaining Performance Obligation (RPO)
SaaS Remaining Performance Obligation (RPO) in $CAD millions 226 217 197 138 16% 94 Q1 FY26 SaaS RPO YoY Growth 2022 2023 2024 2025 Q1 2026 18
Slide 19: Projected SaaS margin expansion
Projected* SaaS margin expansion Previously sub-scale SaaS business at an inflection point. Current Elite product margins on latest infrastructure are running at over 75%. AEBITDA FY26P represent guidance mid-point. AEBITDA FY27P and FY28P are directional targets. 19 * Refer to July 31, 2025
Slide 20: Financial highlights
Financial highlights in $CAD thousands except EPS Q1 2026 Q1 2025 Δ YoY Q1 2026 TTM Q1 2025 TTM Δ YoY $ % $ % $ % $ % $ % $ % SaaS Revenue 19,139 42% 15,314 36% 3,825 25% 70,896 39% 55,737 32% 15,159 27% Maintenance and Support Revenue 7,857 17% 8,715 21% (858) -10% 31,612 18% 34,374 20% (2,762) -8%
Slide 21: Corporate overview
Corporate overview $546M 34¢ 16% Market cap** Symbol TCS Dividend per year* Insider ownership** 14.8M S/O Cormark Securities Inc. Brokerage National Bank Financial Raymond James coverage Stifel Ventum Financial * Last twelve months, July 31, 2025 21 ** On July 31, 2025
Slide 22: Reasons to invest
Reasons to invest 27% Cloud- $3B ARR SaaS 2.7x NTM based TAM revenue EV/sales growth Operates a single Well positioned to LTM July 31, 2025, YoY Trading at 2.7x cloud-based platform dominate global $3B SaaS revenue growth NTM EV/sales, a that services two major ARR TAM across health of 27% 76% disco
Slide 23: Thank you
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