Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Shareholder Meeting (November 2019)
22 slides from Wisetech Global's shareholder meeting presentation, Nov 19, 2019
Slide 1: 2019 Annual General Meeting of Shareholders
For personal use only 2019 Annual General Meeting of Shareholders
Slide 2: Andrew Harrison, Chair
For personal use only Andrew Harrison Chair 1
Slide 3: WiseTech Global FY19 financial highlights
WiseTech Global FY19 financial highlights Delivered significant, high quality growth while expanding technology lead and global footprint For personal use only REVENUE EBITDA NPAT* TOTAL SHAREHOLDER ($million) ($million) ($million) RETURN (%) 348.3 108.1 54.1 WiseTech Global shares ASX 200* 127 77 7
Slide 4: WiseTech Global FY19 financial highlights
WiseTech Global FY19 financial highlights For personal use only SIGNIFICANT HIGH recurring LOW HIGH innovation LOW sales and PROFITABLE high revenue HIGH quality customer product development marketing EBITDA margin + growth revenue attrition investment expense cash generative 99% recurri
Slide 5: For personal use only
WiseTech GLOBAL = | FOr personal use-only in fii | |
Slide 6: WiseTech dividend and shareholder return
WiseTech dividend and shareholder return Outperformed ASX200 by 693% since listing in April 2016 For personal use only WiseTech Global share price v S&P/ASX200 Dividend FY19 Interim dividend: 1.50c (Apr 19) Final dividend: 1.95c (Oct 19) Total 3.45cps fully franked Rebased to 100 Dividend policy Pay
Slide 7: Our people are changing the world of logistics one innovation at a time
Our people are changing the world of logistics one innovation at a time For personal use only EMPLOYEES EMPLOYEES EMPLOYEES BY BY FUNCTION BY REGION AGE DIVERSITY (%, as at 30 June 2019) (%, as at 30 June 2019) (%, as at 30 June 2019) Product design and Australia and Under 30 21% development 47% New
Slide 8: Richard White, Founder & CEO
For personal use only Richard White Founder & CEO 7
Slide 9: Our innovations enable, improve and empower the world's supply chains
Our innovations ana global tec enable, improve and empower the world’s supply chains. We are a force for good, improving productivity, f ee use Only is) ie Y connectivity and resource usage across so z 150 countries worldwide. = Z (o) Lk
Slide 10: CargoWise One… operating system for global logistics
CargoWise One… operating system for global logistics Strong foundation for future technology, seamless rollout, scalable capacity, global solutions For personal use only Relentless platform expansion with ~700 enhancements annually 9
Slide 11: Our technology is used by the world's logistics providers across ~150 countries
Our technology is used by the world’s logistics providers across ~150 countries For personal use only 12,000+ logistics organisations globally are customers(1) ~150 countries(2) 50+ billion data transactions in CargoWise One annually(3) 4+ million development hours over two decades ~1,900 valued emp
Slide 12: Powerful growth strategy – multiple levers
Powerful growth strategy – multiple levers For personal use only + + Transactions/users Modules Innovation + Increase new Stimulate Accelerate and expansion customers on network organic of our global the platform effects growth Geographies Industry platform consolidation through acquisitions Greater
Slide 13: Increasing investment in relentless innovation
Increasing investment in relentless innovation Significant pipeline of longer-term innovations across existing verticals and new adjacencies For personal use only 830+ product upgrades and enhancements in FY19 32% of revenue invested in innovation in FY19 47% employees focus on product development >
Slide 14: CargoWise One – building out the Cargo Chain and Compliance Chain
CargoWise One – building out the Cargo Chain and Compliance Chain Adding powerful engines, machine learning, new products and execution capability, global data sets For personal use only Trade and border Landside logistics Cargo chain ecosystem compliance ecosystem and land transport CargoWise neXus
Slide 15: Strategic acquisitions – secured key assets swiftly
Strategic acquisitions – secured key assets swiftly Small targeted acquisitions provide safer, faster, stronger entry to new markets for global customs For personal use only We are well-progressed, our global customs footprint now covers… 80% GDP 74% imports 30 of 60+ countries(1) 14 1. G20+20 count
Slide 16: Adjacencies feed into our innovation pipeline to build ecosystems
Adjacencies feed into our innovation pipeline to build ecosystems Targeting key plug-ins to our global development or multi-regional adjacencies that can scale For personal use only 15
Slide 17: Integration process
Integration process Evolution of strategic assets involves comprehensive reshaping of commercial model For personal use only Foothold 12 ─ 36 mths 3 ─ 12 mths 0 ─ 36 mths Adjacencies 3+ years Integrate operations Develop product Grow revenue TECHNOLOGY Global customers access new capability integrat
Slide 18: Widening our reach, building industry ecosystems
Widening our reach, building industry ecosystems For personal use only 17
Slide 19: High growth outlook for FY20
High growth outlook for FY20 Execution on strategy to deliver strong growth in FY20 For personal use only 440-460 Revenue FY20 revenue (1) $m $440m - $460m 348.3 26% - 32% FY20 growth vs FY19 221.6 FY20 EBITDA (1,2) 153.8 $145m - $153m 102.8 34% - 42% 70.0 FY20 growth vs FY19 56.7 43.0 1. Revenue in
Slide 20: Visit our investor centre for more information on WiseTech Global
Visit our investor centre for more information on WiseTech Global www.wisetechglobal.com/investors For personal use only Videos Presentations Other materials 19
Slide 21: FY20 guidance and assumptions
FY20 guidance and assumptions Growth in revenue and EBITDA For personal use only FY19 FY20 guidance Revenue $348.3m $440 – $460m EBITDA(1) $108.1m $145m – $153m What is included in the guidance: What is not included in the guidance: • Retention of existing customers with organic usage growth consist
Slide 22: Important notice and disclaimer
Important notice and disclaimer CONTENT OF PRESENTATION FOR INFORMATION PURPOSES ONLY Visit www.wisetechglobal.com/investors For personal use only FORWARD-LOOKING STATEMENTS PREPARATION OF INFORMATION This presentation may contain statements that are, or may be deemed to be, forward-looking All fina
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