Slide 1: Investor Presentation Q2 FY2026
Investor Presentation Q2 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 2025 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+ 24% $186M $81M 737 SaaS revenue Revenue* SaaS Annual Employees** Customers growth* 72% USA Recurring Revenue** 18% Canada 10% ROW (primarily Europe) * Last twelve months, October 31, 2025 ** On October 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 $35.50* 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: Recurring Revenue Evolution
Recurring Revenue Evolution Recurring revenue as a percentage of total revenue 56% 50% SaaS growth driving 46% recurring revenue to 43% 56% of total revenue for the year ended April 30, 2025 (57% LTM as of October 31, 2025) 2022 2023 2024 2025 8
Slide 9: Customers
Customers Percentage of SaaS annual recurring revenue Healthcare 80% 20% 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 W. EU: $3.6B Total market U.S./CAN 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 Life sciences and biomedical Medical and pharmaceutical distribution ARR Large IDNs Multisite health systems Health
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 27% 382 85% ARR opportunity: $1.5B 15% ARR opportunity 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 INDUSTRIAL AND ARR H E AV Y E L E C T R I C A L S U P P LY $390M 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 Annual Recurring Revenue (ARR) growth
SaaS Annual Recurring Revenue (ARR)1 growth in $CAD millions 81.1 79.3 76.5 75.4 69.8 16% Q2 FY26 SaaS ARR1 growth YoY 21% Q2 FY26 EliteTM SaaS ARR2 growth YoY Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 1 Refer to October 31, 2025, Management Discussion and Analysis “Key Performance Indicators” 16 2 El
Slide 17: Elite SaaS ARR Net Retention Rate
EliteTM SaaS ARR Net Retention Rate 115% 113% 112% 110% 106% 106% 105% 100% 102% 106% LTM Q2 2026 EliteTM SaaS 95% Recurring Revenue net retention rate 90% Net Retention = (Existing customer expansion less 85% churn) divided by Beginning period EliteTM SaaS ARR 80% 2022 2023 2024 2025 LTM Q2 2026 17
Slide 18: SaaS Remaining Performance Obligation (RPO)
SaaS Remaining Performance Obligation (RPO) in $CAD millions 240 217 197 138 18% 94 Q2 FY26 SaaS RPO YoY Growth 2022 2023 2024 2025 Q2 2026 18
Slide 19: Projected SaaS margin expansion
Projected* SaaS margin expansion ** ** Previously sub-scale SaaS business at an inflection point. Current EliteTM product margins on latest infrastructure are running at over 75%. AEBITDA FY26P represent guidance mid-point. AEBITDA FY27P and FY28P are directional targets. * Refer to October
Slide 20: Financial highlights
Financial highlights in $CAD thousands except EPS Q2 2026 Q2 2025 Δ YoY Q2 2026 TTM Q2 2025 TTM Δ YoY $ % $ % $ % $ % $ % $ % SaaS Revenue 19,654 40% 16,130 38% 3,524 22% 74,420 40% 59,795 35% 14,625 24% Maintenance and Support Revenue 7,702 16% 7,703 18% (1) 0% 31,611 17% 33,178 19% (1,567) -5% Pro
Slide 21: Corporate overview
Corporate overview $524M 34¢ 16% Market cap** Symbol TCS Dividend per year* Insider ownership** 14.7M S/O Cormark Securities Inc. Brokerage National Bank Financial Raymond James coverage Stifel Ventum Financial * Last twelve months, October 31, 2025 21 ** On October 31, 2025
Slide 22: Reasons to invest
Reasons to invest 24% Cloud- $3B ARR SaaS 2.6x NTM based TAM revenue EV/sales growth Operates a single Well positioned to LTM October 31, 2025, Trading at 2.6x cloud-based platform dominate global $3B YoY SaaS revenue NTM EV/sales, a that services two major ARR TAM across health growth of 24% 72% di
Slide 23: Thank you
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