Wisetech Global Ltd. · ASX:WTC

Wisetech Global — H1 2026 Earnings Presentation

44 slides from Wisetech Global's earnings presentation, February 2026

Slide 1: 1H26 results and investor briefing
1H26 results and investor briefing FINANCIAL DATA: ALL DOLLAR VALUES ARE IN U.S. DOLLARS (USD) UNLESS OTHERWISE PRESENTED. © 2026 WiseTech Global
Slide 2: Important notice and disclaimer
Important notice and disclaimer VISIT WISETECHGLOBAL.COM/INVESTORS Content of presentation for information purposes only Future performance and forward-looking statements Presentation of information This presentation contains certain “forward-looking statements”. The words “expect”, “anticipate”, “e
Slide 3: WiseTech's 3P strategy
WiseTech’s 3P strategy People Powered by our talented people, and accelerated by our innovation culture and targeted acquisitions Product Penetration Profitability Extend technology Expand market Enhance operating lead penetration leverage 3 © 2026 WiseTech Global
Slide 4: Agenda
Agenda Highlights 5 AI transformation 7 1H26 financial review 10 Strategy, innovation and growth 17 Outlook 22 Chief Innovation Officer update 26 Q&A 29 Appendices 30 4 © 2026 WiseTech Global
Slide 6: Highlights
Highlights 1H26 in line with our expectations AI strengthens moat; step change in Guidance reaffirmed excluding impact of restructuring customer value proposition & major plans announced today, impact is not expected to be material to FY26 outcomes internal efficiencies Actively embedding AI into ou
Slide 7: AI transformation
AI transformation 30+ 30+ $1B+ Invested in R&D over years domain-led years building ecosystem last 5 years; expertise & automation & expanding moat $175.3m in 1H26 Deep industry knowledge + connectivity + curated & trusted data AI-led operating model TRANSFORMS OPERATING ACCELERATES DRIVES CUSTOMER
Slide 8: WiseTech's extensive platform and network – sustainable competitive advantage
WiseTech’s extensive platform and network – sustainable competitive advantage A global, deeply connected regulated trade and logistics ecosystem, operating in live workflows through our vertical SaaS platforms Integrated system of record: mission critical logistics execution platform Impossible to r
Slide 9: 1H26 financial performance
1H26 financial performance 1H26 in line with our expectations Total revenue $672.0m CargoWise revenue $372.4m EBITDA $252.1m ↑ 7% organically1 ↑ 9% organically ↑ 7% organically ↑ 76% reported ↑ 12% reported ↑ 31% reported on 1H25 on 1H25 on 1H25 Total revenue growth $291.0m Total CargoWise revenue g
Slide 11: 1H26 financial results
1H26 financial results 1H26 in line with our expectations USD M 1H25 1H26 % change Revenue • Total revenue of $672.0m, up 76% on 1H25, driven by the acquisition of e2open and continued CargoWise revenue 331.7 372.4 12% growth in CargoWise • Total CargoWise revenue grew to $372.4m, up 12% on 1H25, in
Slide 12: 1H26 revenue growth
1H26 revenue growth Total revenue growth $291.0m or 76%, including e2open revenue $249.4m - CargoWise revenue growth $40.7m or 12% Recurring & Non-recurring revenue CargoWise, Non-CargoWise & e2open revenue 672.0 4.6 672.0 26.1 4.6 CargoWise 3.7 Recurring 4.6 Non-CargoWise 1.0 Non-recurring - 35.1 2
Slide 13: 1H26 operating expenses
% of revenue 1H26 operating expenses1 % of revenue, ex. e2open, restructuring & e2open M&A costs Expenses (USD M) Product teams aligned and sales & marketing teams integrated E2open expenses (USD M) Operating expenses flat as a % of revenue on 1H25 ex. e2open, restructuring & e2open M&A costs Produc
Slide 14: 1H26 research and development
1H26 research and development Continued innovation and product development Investment in innovation and product development (USD M) Product investment • R&D investment increased $38.3m or 28% on 1H25 reflecting the acquisition of R&D % 36% 35% 36% e2open of revenue 32% 33% ex. e2open • 26% of 1H26 r
Slide 15: 1H26 balance sheet
1H26 balance sheet Significant liquidity available to fund future growth USD M 30 Jun 25 31 Dec 25 Strong liquidity Cash 167.4 358.4 • Strong operating and free cash flow generation increased cash to $358.4m Receivables 94.9 205.4 Receivables • Receivables increased by $110.6m, reflecting the contri
Slide 16: 1H26 cash flow performance
1H26 cash flow performance Highly cash-generative business model USD M 1H25 1H26 % change Operating cash flow EBITDA 192.3 252.1 31% • Operating cash flows increased 14% vs. 1H25 to $231.7m demonstrating the strength of our highly cash-generative operating model Non-cash items in EBITDA 15.4 38.8 15
Slide 18: Our vision: to be the operating system for global trade and logistics
Our vision: to be the operating system for global trade and logistics BUILDING A TRUE MULTI-SIDED MARKETPLACE POWERED AND BUILT BY AI TRADE LOGISTICS TRADE Supply Side Global Domestic DC Domestic International Landside Customs International Customs Landside International Domestic Domestic DC Trade,
Slide 19: Strategic highlights
Strategic highlights CargoWise Value Packs Container Transport Optimization e2open • A structural shift away from seat-based pricing toward • CTO dramatically expands our total addressable • Strategic acquisition of e2open brings further deep value and transactions, a fundamental redesign of how mar
Slide 20: Logistics Penetration
Logistics Penetration Momentum through existing customer growth & new global rollout wins Four new global rollouts by LGFFs1 Four transitions from One additional organic Recent industry Since 1 July 2025: CargoWise had secured since 1 July 2025: ‘Contracted’ to ‘In Production’: rollout ‘In Productio
Slide 21: Profitability
Profitability Enhanced operating leverage supports profitable growth WiseTech Way streamlines High performance culture Leveraging AI optimizes Product alignment processes, teams and accelerates the productivity our integrated cost accelerates execution of product development of our teams structures
Slide 23: FY26 guidance reaffirmed
FY26 guidance reaffirmed Guidance reaffirmed excluding impact of restructuring plans announced today FY26 guidance assumptions FY26 revenue Guidance provided Includes e2open from 4 August 2025, ~11 months in FY26 in line with these assumptions, those $1.39b – $1.44b 1 CargoWise: revenue growth of ~1
Slide 25: Highlights
Highlights 1H26 in line with our expectations AI strengthens moat; step change in Guidance reaffirmed excluding impact of restructuring customer value proposition & major plans announced today, impact is not expected to be material to FY26 outcomes internal efficiencies Actively embedding AI into ou
Slide 26: Chief Innovation Officer update
Chief Innovation Officer update RICH AR D W HIT E CO-F OU NDE R, EX E CUTI VE CH AIR A N D CHIE F INN OVA TI O N OF FI CER © 2026 WiseTech Global
Slide 27: WiseTech GenAI Journey
Many GenAI players with different capabilities and costs WiseTech GenAI Journey - OpenAI ChatGPT - Microsoft Copilot - Google Gemini - xAI Grok - Anthropic Claude - Perplexity - - Grammarly DeepSeek Our three-year journey from Machine Learning to GenAI Native Different AI suit different aspects of s
Slide 28: Our mission, vision and credo
OUR VISION OUR MISSION Be the operating system for Create breakthrough products that global trade and logistics. enable and empower those that own and operate the supply chains of the world. OUR CREDO OUR AGENTIC AI CREDO Our favor We cultureprinciples is not byover accident. policy,Our open creativ
Slide 29: Q&A
Q&A USEFUL LINKS About WiseTech About CargoWise About e2open Leadership Team Sustainability & ESG Knowledge Hub | eBooks Investor Hub investor.relations@wisetechglobal.com © 2026 WiseTech Global
Slide 30: Appendices
Appendices SLIDES 31. FY26 guidance assumptions and FX 32. CargoWise customer growth and low attrition 33. Revenue diversification 34. 1H26 organic growth 35. E2open segment reporting P&L 36. Revenue growth drivers 37. CargoWise recurring revenue growth drivers 38. Large Global Freight Forwarder rol
Slide 31: FY26 guidance assumptions and FX
FY26 guidance assumptions and FX Currency Pairs1 FY25 Actual 1H26 Actual 2H26 Guidance What is included in the What is not included AUD-USD 0.65 0.66 0.66 FY26 guidance: in the guidance: EUR-USD 1.07 1.16 1.17 • Retention of existing CargoWise customers • Impact of restructuring plans announced cons
Slide 32: CargoWise customer growth and low attrition
CargoWise customer growth and low attrition CargoWise application suite1 revenue by customer cohort USD M (last 12 months) Increasing adoption by LGFFs 700 Top 300 customers deliver >70% of CargoWise revenue in 1H26 (1H25 ~70%) 600 500 Customers stay and use more <1% attrition every year for last 13
Slide 33: Revenue diversification
Revenue diversification Revenue by customers (%) 1H26 Revenue by geography1,2 (%) 33% Europe, Middle East 67% Rest of customers & Africa 77% 46% Top 11-20 largest customers Asia Pacific Top 10 largest customers Americas 21% 8% 6% 25% 17% CargoWise application suite has customers operating in 193 jur
Slide 34: 1H26 organic growth
1H26 organic growth1 USD M Revenue EBITDA EBITDA margin WTG ex. e2open WTG ex. Unallocated WTG ex. e2open3 Total e2open3 Costs4 Total e2open3 Total e2open e2open CargoWise Non-CargoWise % % % % % 1H25 1H26 change 1H25 1H26 change 1H25 1H26 change 1H25 1H26 change 1H25 1H26 change 1H25 1H26 change Re
Slide 35: E2open segment reporting P&L
E2open segment reporting P&L USD M WTG ex. e2open e2open Unallocated Costs1 Eliminations WTG Recurring revenue 414.0 222.8 - - 636.9 Group total - Reported 331.7 Non-recurring revenue 8.6 26.6 - - 35.1 372.4 Inter-segment revenue - - - - - 12% Revenue 422.6 249.4 - - 672.0 49.3 50.2 Cost of revenues
Slide 36: Revenue growth drivers
Revenue growth drivers CargoWise recurring revenue growth CargoWise recurring revenue delivers 31% CAGR • 31% CAGR FY16 to FY25 (nine years) Significant R&D investment driving long-term growth FY16 to FY25 (constant currency) • • Revenue growth of $615.2m, >11X • Major recurring revenue growth drive
Slide 37: CargoWise recurring revenue growth drivers
CargoWise recurring revenue growth drivers Details on inclusions in each category of revenue drivers CargoWise recurring revenue growth drivers Growth rate FY16 to FY25 (averages per year) What’s included Growth in users and transactions from Large Global Large Global Freight Forwarder rollouts 11pp
Slide 38: Large Global Freight Forwarder rollouts driving revenue growth
Large Global Freight Forwarder rollouts driving revenue growth 55 LGFF rollouts are driving long-term revenue growth (FY16–FY25) Annual revenue (USD M)1 42 LGFFs with rollouts of the CargoWise application 13 LGFFs are suite ‘In Production’2 have delivered: in constant currency ‘Contracted and In Pro
Slide 39: Reconciliation of statutory expenses to non-statutory expenses
Reconciliation of statutory expenses to non-statutory expenses Statutory to 1H25 1H26 non-statutory WTG ex. Unallocated reconciliation USD M WTG e2open WTG e2open Costs Cost of Revenues Cost of revenue – statutory 57.1 62.3 89.2 - 151.4 Less: Depreciation & amortization 5.1 5.6 3.7 - 9.3 Cost of rev
Slide 40: Reconciliation of underlying NPAT, NPATA and underlying ETR
Reconciliation of underlying NPAT, NPATA and underlying ETR Net Profit After Tax USD M 1H25 1H26 (NPAT) NPAT 106.4 68.1 Fair value gain on acquisition contingent consideration 0.2 (1.9) Non-recurring tax on acquisition contingent consideration (2.6) (1.5) Acquired amortization (net of tax) 6.0 38.4
Slide 41: Global rollouts
Global rollouts Reconciliation of CargoWise application suite global rollouts In Production1 Contracted1 Total LGFF1 Top 251 As at 30 June 2025 42 13 55 14 New contracts signed: - 2 2 - Sankyu, CJ Logistics Transition from ‘Contracted’ to ‘In Production’: 4 (4) - - CEVA, Kuehne + Nagel, Yamato, Brin
Slide 42: Business model and strategy delivering sustainable shareholder value
Business model and strategy delivering sustainable shareholder value 1,600 Revenue (USD M) $1,390- EBITDA (USD M) EBITDA margin % $1,440 50% 900 60% 47% 48% 49% 1,400 41% 40%-41% 800 50% 35% 35% 31% 31% 1,200 700 40% 30% $550-$585 600 30% 1,000 $778.7 500 20% $683.7 800 $381.6 $325.0 400 10% 600 $55
Slide 43: Glossary
Glossary Abbreviation Definition First reference slide A customer attrition measurement relating to the CargoWise application suite (excluding any customers on non-CargoWise platforms). Annual Attrition rate - 32 A customer’s users are included in the customer attrition calculation upon leaving i.e.

WiseTech Global — H1 2026 Earnings Presentation on 6ix

Wisetech Global — H1 2026 Earnings Presentation

Slide 1: 1H26 results and investor briefing

Slide 2: Important notice and disclaimer

Slide 3: WiseTech's 3P strategy

Slide 4: Agenda

Slide 5: Highlights

Slide 6: Highlights

Slide 7: AI transformation

Slide 8: WiseTech's extensive platform and network – sustainable competitive advantage

Slide 9: 1H26 financial performance

Slide 10: 1H26 financial review

Slide 11: 1H26 financial results

Slide 12: 1H26 revenue growth

Slide 13: 1H26 operating expenses

Slide 14: 1H26 research and development

Slide 15: 1H26 balance sheet

Slide 16: 1H26 cash flow performance

Slide 17: Strategy, innovation & growth

Slide 18: Our vision: to be the operating system for global trade and logistics

Slide 19: Strategic highlights

Slide 20: Logistics Penetration

Slide 21: Profitability

Slide 22: Outlook

Slide 23: FY26 guidance reaffirmed

Slide 24: Highlights

Slide 25: Highlights

Slide 26: Chief Innovation Officer update

Slide 27: WiseTech GenAI Journey

Slide 28: Our mission, vision and credo

Slide 29: Q&A

Slide 30: Appendices

Slide 31: FY26 guidance assumptions and FX

Slide 32: CargoWise customer growth and low attrition

Slide 33: Revenue diversification

Slide 34: 1H26 organic growth

Slide 35: E2open segment reporting P&L

Slide 36: Revenue growth drivers

Slide 37: CargoWise recurring revenue growth drivers

Slide 38: Large Global Freight Forwarder rollouts driving revenue growth

Slide 39: Reconciliation of statutory expenses to non-statutory expenses

Slide 40: Reconciliation of underlying NPAT, NPATA and underlying ETR

Slide 41: Global rollouts

Slide 42: Business model and strategy delivering sustainable shareholder value

Slide 43: Glossary

Slide 44: Thank you