Tz Limited · ASX:TZL
Tz — Investor Presentation (June 2026)
40 slides from Tz's investor presentation, Jun 16, 2026
Slide 1: TZ Limited Capital Raise Presentation
For personal use only TZ Limited (ASX:TZL) Capital Raise Presentation June 2026 Think SMArt. Think TZ. www.tzsmartcabinets.net
Slide 2: Executive Summary
Executive Summary For personal use only TZ Limited (ASX:TZL) (TZ, the Company) delivers technology-enabled solutions that transform cabinets, lockers, and physical assets into secure, connected, and data-driven infrastructure. › TZ Limited (ASX:TZL) is an Australian technology company that operates
Slide 3: Investment Highlights
Investment Highlights For personal use only A proven technology platform with blue-chip validation, recurring revenue momentum and a clear pathway to scale. Hyperscale Validation with Microsoft Blue-Chip Global Customer Base High-Margin Recurring Revenue Growth Initial orders placed for a global rol
Slide 4: Capital Raising
Capital Raising For personal use only TZ Limited is raising up to approximately A$3.08m by way of a placement and non renounceable entitlement offer. › Approximately A$3.08m equity capital raising comprising: o Placement of approximately A$0.50m reflecting the offer of approximately 16.66m fully pai
Slide 5: Contents
For personal use only Contents 01 Industry Tailwinds 02 About TZ Limited 03 Board & Management 04 Capital Raising Appendix
Slide 6: Industry Tailwinds
For personal use only Industry Tailwinds
Slide 7: Data Centre Infrastructure Expansion
Data Centre Infrastructure Expansion For personal use only The global data centre investment boom is accelerating, with TZ already inside. Market Expansion › In April 2026 Microsoft announced that they will invest $25b over the next three years in Australian Data Centres1. › NEXTDC has also bolstere
Slide 8: The Evolving Smart Locker Market
The Evolving Smart Locker Market For personal use only Surging parcel volumes and rising delivery costs are accelerating smart locker adoption across multiple end markets. Parcel Volume Growth › US parcel volume reached 22.4b in 2024 and is forecast to grow to ~30.5b 35b US Parcel Volumes1 by 20301
Slide 9: Property's Digital Transformation
Property’s Digital Transformation For personal use only Population growth, affordability constraints and lifestyle preferences are driving a shift towards higher density living and with it growth in the build to rent market. Shift Towards Higher Density Living › Australia's population is forecast to
Slide 10: About TZ Limited
For personal use only About TZ Limited
Slide 11: TZ Limited Overview
TZ Limited Overview For personal use only Provider of Data Centre Security, Smart Locker / Smart Access Solutions and the Keyvision Tenant Experience Platform. TZ Smart Cabinets TZ Locker Solutions Keyvision Data Centre Security Smart Locker Solutions Property & Tenant Management › Smart retrofit lo
Slide 12: TZ Limited's Competitive Advantage
TZ Limited’s Competitive Advantage For personal use only Next-generation locking technology delivering unmatched efficiency, durability, and smart remote integration. Compact and lightweight Low power consumption Reliable and durable Significantly lighter and more Minimal energy requirement to Less
Slide 13: TZ Limited Data Cabinet Security Solutions
TZ Limited Data Cabinet Security Solutions For personal use only Two purpose-built solutions delivering rack-level access control, real-time monitoring and complete audit trails for the world's most secure data centres. TZ Praetorian TZ Centurion › Third-party integration lock control › Software dri
Slide 14: Microsoft: TZ's Hyperscale Data Centre Security Breakthrough
Microsoft: TZ’s Hyperscale Data Centre Security Breakthrough For personal use only A successful evaluation has converted into a growing, multi-region rollout of TZ's data centre security across Microsoft facilities. $2m+ › Microsoft has deployed TZ's smart retrofit locking kits on server cabinets ac
Slide 15: TZ Limited Smart Locker Solutions
TZ Limited Smart Locker Solutions For personal use only TZ delivers tailored locker solutions delivering secure, automated, and convenient parcel management across diverse end markets. Corporate Mail Employee Storage University Mail Residential Mail Postal and Logistics › Secure authenticated › Supp
Slide 16: Connecting Communities
16 For personal use only Connecting Communities Property and community management with one simple platform Melbourne-based Early-stage Acquired PropTech commercialisation mid 2025 business in Australia Relationships with major Recurring Australian property developers Revenue and facility managers >
Slide 17: Keyvision platform features
For personal use only Provides: › Member Management › Member Documents › Parcel and Delivery Management › SMS, Push Alerts and Notifications › Digital Signage Noticeboard › Emails – auto-generated › Booking Calendars › Building Key Management › Contractor and WO Management › Defects Management › Sch
Slide 18: A Global Leader in Smart Access & Security Solutions
TZ Limited: A Global Leader in Smart Access & Security Solutions For personal use only TZ Limited customers and deployment hubs across four continents. Telezygology Inc. The company’s dedicated Microsoft US subsidiary focused on North American technology deployments ⌂ CapitaLand ⌂ UNITED KINGDOM 1,5
Slide 19: TZ's Shift to a High Margin SaaS Model
TZ’s Shift to a High Margin SaaS Model For personal use only TZ is transitioning from a project-dependent hardware vendor to a scalable technology platform. The Transition › TZ is repositioning from a project-based hardware vendor to an integrated Gross margin expansion Earnings predictability hardw
Slide 20: Board & Management
For personal use only Board & Management
Slide 21: Board & Management
Board & Management For personal use only Peter Graham Simon White Tim Richardson Non-Executive Chairman Non-Executive Director Non-Executive Director › Seasoned corporate adviser and capital markets › Brings capital markets and corporate advisory › A senior technology and transformation executive ex
Slide 22: Capital Raising
For personal use only Capital Raising
Slide 23: Equity Capital Raising Overview
Equity Capital Raising Overview For personal use only › Up to approximately $3.08m equity capital raising comprising o Placement of approximately $0.50m reflecting the offer of approximately 16.66m fully paid ordinary shares within the Company’s capacity under ASX Listing Rule 7.1A (Placement). Offe
Slide 24: Use of Funds
Use of Funds For personal use only Use of funds Amount ($m) Causeway Debt Repayment $0.5m Keyvision Vendor Payment (2nd Tranche) $0.80m Product development and expanded sales focus $0.44m Future debt coverage and working capital $1.13m Costs of the Offer $0.21m Total $3.08m 24
Slide 25: Indicative Timetable
Indicative Timetable1,2 For personal use only Key Event Date Trading Halt Requested 10 June 2026 Announcement of results of Placement & Non Renounceable Entitlement Offer & Suspension lifted 16 June 2026 Record date for the Entitlement Offer 19 June 2026 Settlement of New Shares issued under the Pla
Slide 26: Appendix
For personal use only Appendix
Slide 27: Data Centre Micro Security
Data Centre Micro Security For personal use only Preferred supplier to the world's leading data centre operators Think SMArt. Think TZ. www.tzsmartcabinets.net 27
Slide 28: Smart Locker Solution Specialists
Smart Locker Solution Specialists For personal use only Smart Lockers Think SMArt. Think TZ. www.tzsmartlockers.net 28
Slide 29: Strong Record in Education
Strong Record in Education For personal use only Smart Lockers Think SMArt. Think TZ. www.tzsmartlockers.net 29
Slide 30: Keyvision
Keyvision Connecting Communities. For personal use only www.keyvision.com.au 30
Slide 31: International Offer Restrictions
International Offer Restrictions For personal use only This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be o
Slide 32: International Offer Restrictions (continued)
International Offer Restrictions (continued) For personal use only Singapore: This document and any other materials relating to the New Shares have not been, and will not be, lodged or registered as a prospectus in Singapore with the Monetary Authority of Singapore. Accordingly, this document and an
Slide 33: Disclaimer
Disclaimer For personal use only This document is for the confidential use of the recipients only and is not to be reproduced or provided to others without the written authority of TZ Limited (the Issuer). This publication contains general securities information. In preparing this document there has
Slide 34: Risks
Risks For personal use only Activities in the Company and its controlled entity, as in any business, are subject to risks, which may impact on the Company's future performance. The Company and its controlled entity have implemented appropriate strategies, actions, systems and safeguards for known ri
Slide 35: Risks (continued)
Risks (continued) For personal use only Any additional equity financing may be dilutive to shareholders, may be undertaken at lower prices than the current market price or may involve restrictive covenants, if available, may involve additional restrictions on financing and operating activities. Alth
Slide 36: Risks (continued)
Risks (continued) For personal use only Competition: The Company operates in a competitive and evolving technology market, including smart access control, IoT-enabled locking systems, and enterprise asset management solutions. The Company faces competition from a range of domestic and international
Slide 37: Risks (continued)
Risks (continued) For personal use only There is also a risk that third parties may develop technologies or products that are similar to or competitive with the Company’s offerings without infringing the Company’s intellectual property rights, or that the Company may inadvertently infringe the intel
Slide 38: Risks (continued)
Risks (continued) For personal use only Workplace health and safety: The Company’s operations involve activities that may expose its employees, contractors, and third parties to workplace health and safety risks. While the Company operates primarily in a technology and services environment, certain
Slide 39: Risks (continued)
Risks (continued) For personal use only The Company may also provide contractual warranties and service level commitments in respect of its products and services. There is a risk that warranty claims may exceed expectations or that the Company may incur higher- than anticipated costs in meeting its
Slide 40: Risks (continued)
Risks (continued) For personal use only Taxation: The acquisition and disposal of Shares will have tax consequences, which will differ depending on the individual financial affairs of each investor. All potential investors in the Company are urged to obtain independent financial advice about the con