Slide 1: Investor Presentation November 2022
ASX: YOJ Investor Presentation November 2022 y Ef lit fic bi ie lia nc Re y Trust YOJEE SaaS LOGISTICS | SEE THE WORLD FLOW www.yojee.com 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Yojee Limited (“Company”). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any informati
Slide 3: Our Vision is to enable APAC's road freight networks
Our Vision is to enable APAC's road freight networks to become the most efficient and reliable in the world. Yojee is a unique road transportation management platform that enables freight forwarders and their delivery partners to:- Increase operational efficiency Improve customer satisfaction Scale wi
Slide 4: Yojee on a Page
YOJEE ON A PAGE Summary Market Trends Highlights ● High growth global business ● Supply Chain and Logistics ● Strong focus on greenfield APAC ● APAC greenfield Region ● SaaS ● Large TAM ● Pioneer of Software powered ● Cloud ● Runway for growth logistics networks ● Disruptive technology ● Sustainabilit
Slide 5: Why APAC: APAC is the world's largest third party logistics region
WHY APAC: APAC IS THE WORLD'S LARGEST THIRD PARTY LOGISTICS REGION US$390b Annual Revenue and growing fast is not yet connected and well managed due to lagging technology adoption and fragmentation of providers. Shipper Forwarder ● Low visibility on land ● No dynamic and transport actionable visibil
Slide 6: Yojee's Transformative Mission
YOJEE’S TRANSFORMATIVE MISSION Our platform digitises APAC’s road freight networks to deliver Shipper Forwarder sustainable growth through uninterrupted capacity and a better more reliable delivery experience. The Yojee Platform Transport Recipient Partner 6 Investor Presentation : November 2022
Slide 7: Meet the Yojee Leadership Team
MEET THE YOJEE LEADERSHIP TEAM EVP Managing Director & Chief Finance Chief Product Chief Revenue Technology & Co-Founder Officer Officer Officer Innovation Ed Clarke Ciarán Gunne Mark Connell Darren Palfrey Ilya Isaev Ed has led Sales and Marketing and Ciarán is an FCCA qualified CFO Mark has over 25 ye
Slide 8: The Yojee Difference
The Yojee Difference 8
Slide 9: Unique Support for End to End Logistics
UNIQUE SUPPORT FOR END TO END LOGISTICS FI RS BRING YOUR OWN ERP TM ILE Our technology platform seamlessly integrates with the world’s leading ERPs cross border platforms and e-commerce marketplaces. TON CAR TRANSPORT/ FROM CONTAINER TO PARCEL PALLET DRIVER Yojee can support end to end land transpor
Slide 10: Yojee's Unique Value Proposition
YOJEE’S UNIQUE VALUE PROPOSITION Why Transporters Need Why Forwarders Why Transporters Need Need ➔ Unique value proposition in sales cycles to the ➔ Offer industry leading visibility and execution to shippers (visibility and data) forwarders and shippers to meet SLAs and delivery schedules ➔ Faster
Slide 11: Unique Tech Stack for Road Transport
UNIQUE TECH STACK FOR ROAD TRANSPORT Total Vehicle Community Empty Miles Available Carbon Emission Travelled & Capacity Saved Transporter Payment DIFOT Settlements Performances Realtime Visibility Booking Planning Driver/Partner E-POD Auto Rating & Performance E-POD Realtime E-commerce Invoicing Boo
Slide 12: Powering APAC's Road Transport
POWERING APAC’S ROAD TRANSPORT Yojee Forwarder and Transport Partner Network Seamless cloud based No Efficiency loss from road transport network asset light model No High workload from software changes and Turnkey or BYO network cancellations partners/subcontractors No Visibility loss Uninterrupted c
Slide 13: How COVID-19 is a Tailwind for Technology
HOW COVID-19 IS A TAILWIND FOR TECHNOLOGY Cross-Border Deliveries Fullfilment Centres ● Shutdowns in ports across China has ● Stock shortages – High demand has put pressure meant land transport intra-asia is on transport partners to be more responsive and critical. flexible and provide greater visibil
Slide 14: The Business
The Business 14
Slide 15: FY23: Streamlined Operational Focus
FY23: STREAMLINED OPERATIONAL FOCUS Connected Warehouse Transport Forwarder Partner Enterprise Delivery APAC SME Fleets Region Better Unit Economics Stronger User Experience PRODUCT UNIQUE Most Innovative in Sector VALUE SALE NETWORK STRATEGY SALE RESULTS Enables Rapid Scale Streamlined Customer Exp
Slide 16: Yojee is Scaling Generating Topline Growth While Keeping Operating Costs Constant
YOJEE IS SCALING GENERATING TOPLINE GROWTH WHILE KEEPING OPERATING COSTS CONSTANT Receipts from Customers Net Cash Used in Operating Activities FY20 Minimum Viable Enterprise Product Phase: 1st Top 10 Company validating its enterprise platform. 6 months for initial deployment to client enterprise si
Slide 17: Go to Market FY23 and Beyond
GO TO MARKET FY23 AND BEYOND FY22 FY23 FY24 FY25 Q1 Q2 Q3 Q4 Q1 LOR Q2IPS Q3 Q4 DOL Q1 LOR Q2IPS Q3 Q4 DOL Q1 LOR Q2IPS Q3 Q4 DOL APAC TAM US $Bil (Est. Capturable) Foundational ● Growing Revenue per hub and $50+b (0.15%) driving further hub deployments Enterprise Clients ● Target new enterprise acc
Slide 18: Leading APAC Supply Chain ESG Enabler
LEADING APAC SUPPLY CHAIN ESG ENABLER FY22 HIGHLIGHTS FY23 FOCUS Environment Environment Increase efficiency on the roads through Move towards more powerful and paperless operations, route optimisation actionable Co2 rating and optimisation and digital partner management saving tools that will enable
Slide 19: Capital Structure
CAPITAL STRUCTURE Shares on issue1 1,132,177,470 at 2 Nov 2022 47.87% Top 20 Holders Market Cap $57m at 2 Nov 2022 (@$0.05) 2 November 2022 Cash in Bank $8.7m 52.13% at 30 Sept 2022 Others 1 Excluding unquoted options and performance rights totalling 46,678,943 19 Investor Presentation : November 20
Slide 20: Appendix
“iL, ie. _- wo ro ae HARDKAl RC!
Slide 21: Revenue Model Guide
Appendix 1 PLATFORM SUBSCRIPTION TRANSACTION FEES SME REVENUE MODEL GUIDE $0.20 per Parcel Est $1,500 monthly 2-3 YEARS TYPICAL INITIAL CONTRACT $0.40 per Pallet commitment $1.50 per Container Yojee has invested heavily in building enterprise grade technology to penetrate deeply Enterprise and creat
Slide 22: Advisory Board
Appendix 1 Advisory Board Chairperson - Advisory Board Advisory Board Member Shannon Robinson Graeme Halder Shannon is a corporate lawyer and corporate advisor to ASX and AIM Graeme is a finance professional and held international roles as CFO listed and unlisted companies in areas including transact
Slide 23: See The World Flow
Investors and media Glen Zurcher +61 420 249 299 investor@yojee.com Investor centre: https://yojee.com/company/investors/investors-summary/ CEO podcasts: https://yojee.com/company/podcast/ BLOG: https://yojee.com/company/blog/ www.yojee.com See The World Flow 23