Slide 1: Investor Presentation Q3 FY2026
Investor Presentation Q3 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+ 23% $190M $83M 744 Customers SaaS revenue Revenue* SaaS Annual Employees** growth* 73% USA Recurring Revenue** 17% Canada 10% ROW (primarily Europe) * Last twelve months, January 31, 2026 ** On January 31, 2026 5
Slide 6: End-to-end integrated supply chain management solutions
End-to-end integrated supply chain management solutions An Al enabled technology platform for success ° Demand forecasting and planning SCM °o Procurement, contracting and releasing Warehousing and inventory management Distribution, pick, pack and ship E-commerce, order management and order orchestr
Slide 7: Recurring Revenue Evolution
Recurring Revenue Evolution Recurring revenue as a percentage of total revenue 56% 50% 46% SaaS growth driving 43% recurring revenue to 56% of total revenue for the year ended April 30, 2025 (57% LTM as of January 31, 2026) 2022 2023 2024 2025 7
Slide 8: Customers
Customers Percentage of SaaS annual recurring revenue Healthcare 81% 19% General distribution Solutions built on experience: Delivering end-to-end solutions with technology and services 8
Slide 9: Healthcare supply chains are stressed
Healthcare supply chains are stressed Point of use breakdowns Standardization and data- Drug shortages dominate sharing across networks disruptions Extraordinary pressure on Lack real-time visibility supply chain to deliver across inventory and care Regulatory requirements settings Resul
Slide 10: 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 Total market U.S./CAN W. EU: $3.6B ARR $12.3B Western European market estimated at 60% of U.S./Canada market 10 All amounts are presented in Can
Slide 11: 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 ARR Life sciences and biomedical Large IDNs Medical and pharmaceutical distribution Multisite health systems opport
Slide 12: 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 382 27% ARR opportunity: ARR opportunity 85% $1.5B 15% with current base: Target health systems $164M 73% Market oppor
Slide 13: 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 ARR $390M INDUSTRIAL AND H E AV Y E L E C T R I C A L S U P P LY MACHINERY $183M
Slide 14: The heartbeat of modern supply chains
The heartbeat of modern supply chains VISIBILITY. AGILITY. CONFIDENCE IN EVERY OUTCOME. 14
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, Locus Robotics, Deloitte, KPMG, Avalon CSC, RiseNow Zebra Technologies, TraceLink and Consulting, Sequoia Group and Berkeley Research
Slide 16: SaaS Annual Recurring Revenue (ARR) growth
SaaS Annual Recurring Revenue (ARR)1 growth in $CAD millions 83.3 81.1 17% 79.3 76.5 75.4 Q3 FY26 EliteTM SaaS ARR2 growth YoY (23% on a constant currency basis) 10% Q3 FY26 SaaS ARR1 growth YoY (16% on a constant currency basis) Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 1 Refer to January 31, 2026, M
Slide 17: Elite SaaS ARR Net Retention Rate
EliteTM SaaS ARR Net Retention Rate 115% 113% 112% 110% 107% 106% 107% 105% 102% 100% LTM Q3 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 Q3 2026 17
Slide 18: SaaS Remaining Performance Obligation (RPO)
SaaS Remaining Performance Obligation (RPO)1 in $CAD millions 249 217 197 18% 138 94 Q3 FY26 SaaS RPO1 YoY Growth (24% on a constant currency basis) 2022 2023 2024 2025 Q3 2026 18 1 Refer to January 31, 2026, Management Discussion and Analysis “Key Performance Indicators”
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 represents guidance mid-point. AEBITDA FY27P and FY28P are directional targets. * Refer to January 31, 2
Slide 20: Financial highlights
Financial highlights in $CAD thousands except EPS Q3 2026 Q3 2025 Δ YoY Q3 2026 TTM Q3 2025 TTM Δ YoY $ % $ % $ % $ % $ % $ % SaaS Revenue 20,131 42% 17,252 38% 2,879 17% 77,299 41% 62,887 36% 14,412 23% Maintenance and Support Revenue 7,752 16% 8,142 18% (390) -5% 31,221 16% 32,700 19% (1,479) -5%
Slide 21: Corporate overview
Corporate overview $382M 35¢ 16% Market cap** Symbol TCS Dividend per year* Insider ownership** 14.6M S/O Cormark Securities Inc. Brokerage National Bank Financial Raymond James coverage Stifel Ventum Financial * Last twelve months, January 31, 2026 21 ** On January 31, 2026
Slide 22: Reasons to invest
Reasons to invest 23% $3B ARR SaaS 1.8x NTM TAM revenue EV/sales growth Well positioned to dominate global $3B LTM January 31, 2026, Trading at 1.8x NTM EV/sales, a ARR TAM across health systems and YoY SaaS revenue 73% discount to its closest targeted distribution markets growth of 23% comparable M
Slide 23: Thank you
0,2 %.% oe mee, ° SAS, Fs %e e ee? serrate eae eats tee °, *. rr ee er a a ee oe © © Thank you Be Gis: ee