Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Shareholder Meeting (November 2022)
22 slides from Wisetech Global's shareholder meeting presentation, Nov 23, 2022
Slide 1: Annual General Meeting 2022
Annual General Meeting 2022 23 November 2022 © 2022 WiseTech Global
Slide 2: Virtual meeting platform
Virtual meeting platform wisetechglobal.com/investors Virtual meeting online guide /annual-general-meetings/ Access virtual meeting https://meetings.linkgroup.com/WTC22 How to vote Click ‘Get a Voting Card’ button How to ask a question Click ‘Ask a Question’ button Help number: +61 1800 990 363 2 ©
Slide 3: How to ask written questions through the online platform
How to ask written questions through the online platform 1. Click ‘Ask a Question’ button either at the top or bottom of the webpage 2. Complete the two sections in the ‘Ask a Question’ box 3. Click ‘Submit Question’. You can view your questions in ‘View Questions’ section 4. Click ‘Submit Another Q
Slide 4: How to ask questions by phone
How to ask questions by phone 1. Join the AGM by land line or mobile device Join AGM by phone Australia Toll Free: 2. Enter your unique PIN. Please contact Link 1800 798 110 Market Services if you would like to request International: a PIN +61 2 7201 7093 3. When the Chair calls for questions on eac
Slide 5: How to vote on items of business by poll
How to vote on items of business by poll 1. Click the ‘Get a Voting Card’ button either 2. Enter your Shareholder Number at the top or bottom of the webpage (SRN/HIN) or Proxy Number and click ‘Submit Details and Vote’ 5 © 2022 WiseTech Global
Slide 6: How to vote on items of business by poll
How to vote on items of business by poll 3. Select either ‘Full Vote’ or ‘Partial Vote’ 4. Place your vote by clicking ‘For’, ‘Against’ or ‘Abstain’ voting buttons 5. If you would like to submit a partial vote, ensure you enter the number of votes for any or all resolutions 6. Click ‘Submit Vote’ or
Slide 7: WiseTech Global Limited Board
WiseTech Global Limited Board Andrew Harrison Richard White Teresa Engelhard Richard Dammery Charles Gibbon Independent Chair and Executive Director, Independent Independent Independent Non-Executive Director Founder and CEO Non-Executive Director Non-Executive Director Non-Executive Director Michae
Slide 8: Agenda
Agenda W E LC O M E & C E O’ S FOR M A L P OL L C H A I R ’ S A DDR E SS A DDR E SS BU SI N E SS 8 © 2022 WiseTech Global
Slide 9: Chair's Address
Chair’s Address ANDREW HARRISON
Slide 10: Market conditions - global supply chain
Market conditions - global supply chain Support sustained demand for our solutions GLOBAL TRADE FREIGHT STRUCTURAL INDUSTRY TRENDS • The volume of merchandise trade rose • Industry-wide disruption continues, • Ongoing investment in integrated 9.8% in 20211 resulting in: global technology that drives
Slide 11: FY22 – strong financial performance
FY22 – strong financial performance Ongoing growth reflects resilience of business model and strategy through the cycle Total Revenue $632.2m CargoWise revenue $447.9m EBITDA $319.0m ↑ 26% ex FX (↑ 25% incl. FX) ↑ 37% ex FX (↑ 35% incl. FX) ↑ 54% on FY21 on FY21 on FY21 Total revenue growth $124.7m
Slide 12: Sustainability pillars
Sustainability pillars Applying an innovation-led approach to sustainability As of today, our team of more than 2,150 We think deeply about our impact on society. people across nearly 50 offices globally, This means helping inspire and educate the are the heart and soul of WiseTech and next generati
Slide 13: CEO's Address
CEO's Address RICHARD WHITE Ill | wisetech "il" global
Slide 14: Our vision and our mission
OUR VISION OUR MISSION To be the operating system To create breakthrough products for global logistics that enable and empower those that own and operate the supply chains of the world 14 © 2022 WiseTech Global
Slide 15: Strong financial performance
Strong financial performance Ongoing growth reflects resilience of business model and strategy through the cycle Standout performance demonstrates increasing resilience of WiseTech’s business model Total FY22 Revenue Revenue growth at top end of $632.2m upgraded guidance range ↑ 25% incl. FX on FY21
Slide 16: WiseTech's '3Ps' strategy
WiseTech's ’3Ps’ strategy Strategy delivers sustainable growth through the cycle Vision: To be the operating system for global logistics Need to replace ageing Demand for integrated global software solutions Logistics providers pursuing legacy systems and industry consolidation reduce complexity wit
Slide 17: FY22 strategic highlights
FY22 strategic highlights Strategic progress on the ‘3Ps’ to accelerate delivery of our vision PRODUCT PENETRATION PROFITABILITY • Progress in building out the CargoWise • Five new global rollouts of CargoWise • Strong revenue growth drives further ecosystem in line with our six signed in FY22: oper
Slide 18: Sustainability – our strategic objectives
Sustainability – our strategic objectives Strong foundations and enablers will drive greater impact and integration into the way we do business TECH EDUCATION PEOPLE & CULTURE NET ZERO CARBON Our tech education initiatives We attract and retain Our global operations are build skills and passion for
Slide 19: FY23 outlook
FY23 outlook Continued strong growth outlook FY23 revenue FY23 guidance assumptions 1 CargoWise: revenue growth of ~30% – 35% (excluding FX) Guidance provided in line with these $755m – $780m • Continued momentum from FY22 run rate assumptions and those • 1H/2H revenue more evenly distributed than F
Slide 20: Strategy execution delivering long-term sustainable shareholder value
Strategy execution delivering long-term sustainable shareholder value 60% EBITDA (A$m) 51% – 53% Revenue (A$m) $755 - $780 50% 500.0 800 EBITDA Margin % 50% 700 $385 – $415 $632.2 400.0 41% 35% 35% 40% 600 319.0 $507.5 30% 31% 500 300.0 30% $429.4 30% 400 $348.3 206.7 200.0 20% 300 $221.6 126.7 200
Slide 21: Formal Business
Formal Business
Slide 22: wisetechglobal.com/investors
wisetechglobal.com/investors © 2022 WiseTech Global
WiseTech Global — Shareholder Meeting (November 2022) on 6ix