Freightos Limited · NASDAQ:CRGO
Freightos — Q4 2025 Earnings Presentation
25 slides from Freightos's earnings presentation, Feb 23, 2026
Slide 1: Q4 2025 Earnings Call
Q4 2025 Earnings Call Nasdaq: CRGO February 23, 2026 08:30
Slide 2: Disclaimer
Disclaimer About this Presentation This presentation does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security. Please see our SEC filings for the most up to date information. The information contained herein does not purport to be all-inclusi
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “estimate,” “plan,” “pr
Slide 4: Agenda
Agenda Prepared Remarks ● A Word from Our Chairman ● Business Overview ● Strategy Overview ● Financial Results ● Q1 & FY 26 Guidance Udo Lange Pablo Pinillos Ian Arroyo Chairman CFO, Interim CEO CSO Q&A 4
Slide 5: Agenda: A Word from Our Chairman
Agenda Prepared Remarks ● A Word from Our Chairman ● Business Overview ● Strategy Overview ● Financial Results Udo Lange Chairman ● Q1 & FY 26 Guidance Q&A 5
Slide 6: Board's Commitment to Position Freightos for Accelerated Profitable Growth
Board’s Commitment to Position Freightos for Accelerated Profitable Growth Last 6 Months FY 26 Focus FY 27 & Beyond Separate CEO/Chairman role Q4 Adjusted EBITDA Sufficient start cash breakeven balance to fuel growth Add two Directors plans Solution suite strategy Launch Product, AI & Accelerate profita
Slide 7: Agenda: Business Overview
Agenda Prepared Remarks ● A Word from Our Chairman ● Business Overview ● Strategy Overview ● Financial Results Pablo Pinillos CFO, Interim CEO ● Q1 & FY 26 Guidance Q&A 7
Slide 8: 2025 Highlights
2025 Highlights $29.5M 1.6M $1.29B $28M Revenue Transactions GBV Cash and 24% YoY growth 26% YoY growth 44% YoY growth Equivalents 8
Slide 9: Driving a Digitized Industry
Driving a Digitized Industry Air Cargo Five Years In 98% 77 80% Of 2025 new lanes Active carriers, up from Global cargo capacity added by airlines who 67 in Q4 2024 of airlines that began digitization joined before 2025 445K $357M Q4 25 Transactions Q4 25 GBV 27% YoY growth 27% YoY growth 9
Slide 10: Solutions
Solutions Three new contracts closed/upsold with top ten forwarders in Q4 One of these wins included our new ocean offering 10
Slide 11: Expanding to the Full Contract Lifecycle
Expanding to the Full Contract Lifecycle Solution Platform Rate Management Spot Bookings Spot Market Leadership Market leadership Contract Tender Procurement Contract Bookings Scaling after 2024 acquisition To follow ongoing tender growth Accelerated by benchmarking/bookings from contracts 11
Slide 12: 2026 Plan
2026 Plan SaaS-first to Evaluate focus Focus on feed long term based on end to end platform growth customer workflows impact, reliability, and ROI. 12
Slide 13: Agenda: Strategy Overview
Agenda Prepared Remarks ● A Word from Our Chairman ● Business Overview ● Strategy Overview ● Financial Results Ian Arroyo CSO ● Q1 & FY 26 Guidance Q&A 13
Slide 14: Expanding to the Full Contract Lifecycle
Expanding to the Full Contract Lifecycle Network (Solutions) Shipment (Platform) Modern rate management, benchmarking, Full pricing, booking and management connectivity quoting and digital sales solutions across carriers, forwarders and BCOs 14
Slide 15: Expanding from Workflow to Liquidity Across Modes
Expanding from Workflow to Liquidity Across Modes 2019 2020 2021 2022 2023 2024 2025 2026-2028 Air Rate Management (solution) Air carrier booking (platform) Procure (tender management solution) Ocean Rate Management (solution) Ocean carrier booking (platform) Tender booking (platform)
Slide 16: Agenda: Financial Results
Agenda Prepared Remarks ● A Word from Our Chairman ● Business Overview ● Strategy Overview ● Financial Results ● Q1 & FY 26 Guidance Pablo Pinillos CFO Q&A 16
Slide 17: Revenue Mix
Revenue Mix i 4,965 sets 4864 4,661 6,000 4,329 44000 7,833 2000 0 Q424 Qi 25 Q225 Q3 25 Q425 2021 = FREIGHTOS @ Solutions ™ Platform 2022 2023 BH Solutions) Platform 2024 2025 17
Slide 18: Expansion Driving Long-term Growth
Expansion Driving Long-term Growth Q4 25 Platform Bookings (#) by Cohort 16 12 8 4 Quarters Quarters Quarters Quarters 18
Slide 19: Gross Margin
Gross Margin Non-IFRS Gross Margins 19
Slide 20: On Track to Profitability With Cash at Hand
On Track to Profitability With Cash at Hand Cash and Short term deposits Adjusted EBITDA ($K) Adjusted EBITDA Margin and investments ($M) -73% -73% -104% -121% * Represented EBITDA without the Shipsta acquisition, of approximately $2.7M . 20
Slide 21: Q1 & FY 2026 Guidance
Q1 & FY 2026 Guidance Management Expectations Q1 2026 FY 2026 Transactions (k) 446 - 451 1,937 - 1,975 Year over Year Growth 20% - 22% 18% - 20% GBV ($m) 335 - 341 1,514 - 1,537 Year over Year Growth 21% - 23% 18% - 20% Revenue ($m) 7.4 - 7.5 31.2 - 32.8 Year over Year Growth 7% - 9% 6% - 12% Adjust
Slide 22: Thanks! Questions
Thanks! Questions fi2 FREIGHTOS
Slide 23: Reconciliation of IFRS Gross Margin to Non-IFRS
Reconciliation of IFRS Gross Margin to Non-IFRS Three Months Ended Twelve months Ended December 31, December 31, 2025 2024 2025 2024 (unaudited) (unaudited) IFRS gross profit $ 4,747 $ 4,453 $ 19,683 $ 15,500 Add: Share-based compensation 249 65 476 378 Depreciation and amortization 388 373 1,553 1,3
Slide 24: Reconciliation of IFRS Loss to Adjusted EBITDA
Reconciliation of IFRS Loss to Adjusted EBITDA Three Months Ended Twelve months Ended December 31, December 31, 2025 2024 2025 2024 (unaudited) (unaudited) IFRS loss $ (3,777) $ (9,837) $ (17,516) $ (22,491) Add: Change in fair value of warrants (1,489) 1,410 (227) 965 Financing income, net (380) (2
Slide 25: Learn more at freightos.com/investors
Learn more at freightos.com/investors