Rocketboots Ltd. · ASX:ROC
Rocketboots — Non-Deal Roadshow (August 2026)
27 slides from Rocketboots's roadshow presentation, Aug 5, 2026
Slide 1: Global Scaling Execution Update
For personal use only Global Scaling Execution Update Investor Presentation August 2026 ASX: ROC Non-deal Roadshow © RocketBoots 2026 · ASX: ROC · 1
Slide 2: Disclaimer
Introduction Who We Are Execution Pipeline AI Value Chain Company Disclaimer For personal use only Forward-looking statements The Presentation includes forward-looking statements and comments about future events, including the Company's expectations about the performance of its businesses. Forward-
Slide 3: Agenda
Introduction Who We Are Execution Pipeline AI Value Chain Company For personal use only 01. Who We Are & What We Do Mission · Drivers · Products · Platform 02. Execution Update Transformational project · Timelines 03. Pipeline & Concentration Advanced pipeline · Early pipeline · Diversification 04.
Slide 4: Contracted. Validated. Scaling.
Introduction Who We Are Execution Pipeline AI Value Chain Company Contracted. Validated. Scaling. For personal use only ~$9.5M ~$3.3M 6 Contracted ARR — once rolled out¹ Global activation contract signed with tier-one Foundation customers across retail grocery & multinational retailer¹ banking 17,00
Slide 5: Who We Are & What We Do
Introduction Who We Are Execution Pipeline AI Value Chain Company For personal use only 01. We turn video into measurable business outcomes for the world's largest retailers and banks. © RocketBoots 2026 · ASX: ROC · 5
Slide 6: Australia AI software company - Deploying globally
Introduction Who We Are Execution Pipeline AI Value Chain Company Australia AI software company - Deploying globally For personal use only Mission 2004 ASX: ROC Founded — Sydney-based bespoke app Listed on the Australian Securities Make essential retail and banking cheaper to run at the development
Slide 7: Why Customers need our software
Introduction Who We Are Execution Pipeline AI Value Chain Company Why Customers need our software For personal use only 01 LOSS PREVENTION Protects revenue — and lets retailers expand self-checkout with confidence. 02 W O R K F O R C E & C X — R E TA I L Optimises labour hours & drives sales — witho
Slide 8: Loss Prevention — Retail
Introduction Who We Are Execution Pipeline AI Value Chain Company Loss Prevention — RETAIL For personal use only OUTCOME Protects margin with minimal customer and staff friction and lets retailers expand and realise the multitude of benefits from self-checkout with confidence. HOW IT WORKS Computer-
Slide 9: Workforce & CX — Retail
Introduction Who We Are Execution Pipeline AI Value Chain Company Workforce & CX — RETAIL For personal use only OUTCOME Optimises labour hours & drives sales — without risking queues, service quality, loyalty & lifetime value of the customer HOW IT WORKS Transforms in-store video into staffing decis
Slide 10: Workforce & CX — Banking
Introduction Who We Are Execution Pipeline AI Value Chain Company Workforce & CX — Banking For personal use only OUTCOME Optimise branch staff costs and protects sales - by unlocking hybrid working & speeding up customer response times in all channels to protect sales and lifetime value of the custo
Slide 11: Repeatable, proven business model and Delivery
Introduction Who We Are Execution Pipeline AI Value Chain Company Repeatable, proven business model and Delivery For personal use only One platform, multiple applications — sold as annual licences per site 1 · In-store hardware & CV software 2 · Cloud ops & intelligence platform 3 · User interfaces
Slide 12: Execution
Introduction Who We Are Execution Pipeline AI Value Chain Company For personal use only 02. Execution. We said we would scale globally in 2026. Here is exactly where we are — progress, timelines and what remains. © RocketBoots 2026 · ASX: ROC · 12
Slide 13: Before the Bricks Go In
Introduction Who We Are Execution Pipeline AI Value Chain Company Before the Bricks Go In For personal use only What happens between signing a $50M+ initiative and the first sites going live A $50-million apartment development Activating a $50M+ global retail initiative No one expects the bricks to
Slide 14: Transformational Project — Progress
Introduction Who We Are Execution Pipeline AI Value Chain Company Transformational Project — Progress For personal use only Tier-one multinational retailer · ~40% of customer network · 5-year term +1 auto-renewal (announced December 2025) Phase 1 Phase 2 Phase 3 Phase 4 Contracts Signed Integration
Slide 15: Activation Contract — ~$3.3M
Introduction Who We Are Execution Pipeline AI Value Chain Company Activation Contract — ~$3.3M For personal use only Global activation contract with the same tier-one multinational retailer (announced March 2026) What it covers Status · Integration of RocketBoots software · Project teams, global pla
Slide 16: Concentration risk — and how the pipeline resolves it
Introduction Who We Are Execution Pipeline AI Value Chain Company For personal use only 03. Concentration risk — and how the pipeline resolves it. © RocketBoots 2026 · ASX: ROC · 16
Slide 17: Concentration Today, Diversification Ahead
Introduction Who We Are Execution Pipeline AI Value Chain Company Concentration Today, Diversification Ahead For personal use only We acknowledge the concentration Why it eases in 2026/27 · The ~$9.1M ARR contract represents the large · Advanced pipeline: 12 customers operating majority of contracte
Slide 18: The Pipeline in Numbers
Introduction Who We Are Execution Pipeline AI Value Chain Company The Pipeline in Numbers1 For personal use only 75% $109M Early Pipe Advanced Pipe2 Contracted Conversion scenarios — total ARR from here Illustrative arithmetic · activation revenue not included · not a forecast Customer 35+ 12 6 oppo
Slide 19: The Addressable Market — $2B a Year
Introduction Who We Are Execution Pipeline AI Value Chain Company The Addressable Market — $2B a Year For personal use only Supermarkets and bank branches across North America, the EU, the UK, Australia and New Zealand Supermarkets Bank branches Annual TAM North America 60,375 86,175 $621M EU-27 140
Slide 20: RocketBoots in the AI Value Chain
Introduction Who We Are Execution Pipeline AI Value Chain Company For personal use only 04. There is real heat in the AI market. We move through it the way survivors always have: customers with real budgets, paying for measured outcomes. © RocketBoots 2026 · ASX: ROC · 20
Slide 21: Where RocketBoots Sits in the AI Value Chain
Introduction Who We Are Execution Pipeline AI Value Chain Company Where RocketBoots Sits in the AI Value Chain For personal use only Enterprise customers buy outcomes — reduced loss, lower opex, better service — not AI itself. 4 Business applications Where AI creates measurable business value — outc
Slide 22: Every Boom Follows the Same Pattern
Introduction Who We Are Execution Pipeline AI Value Chain Company Every Boom Follows the Same Pattern For personal use only The technology outlives every bubble — and the lasting businesses are those whose customers have real budgets. Technology wave The bubble formed around… The enduring winners we
Slide 23: After the Hype Settles — What Is Built on Value Remains
Introduction Who We Are Execution Pipeline AI Value Chain Company After the Hype Settles — What Is Built on Value Remains For personal use only The companies that own customer relationships, workflows and measurable ROI emerge stronger — and compound for decades. The dot-com precedent Why RocketBoot
Slide 24: The Team to Deliver
Introduction Who We Are Execution Pipeline AI Value Chain Company The Team to Deliver For personal use only Experienced operators in management, deep capital-markets and technology governance on the Board — and the engineering bench to ship globally. MANAGEMENT BOARD Joel Rappolt Chief Executive Off
Slide 25: Corporate Snapshot
Introduction Who We Are Execution Pipeline AI Value Chain Company 05. Corporate Snapshot For personal use only Share price $0.21 ¹ Market capitalisation ~$42M ¹ Shares on issue 202.5M Cash at bank A$3.7M (30 Jun 26) • Board & Management > 25% • 5 institutions • Options (10 classes, exercise $0.10–$0
Slide 26: Why RocketBoots — Why Now
Introduction Who We Are Execution Pipeline AI Value Chain Company Why RocketBoots — Why Now For personal use only 01. Execution, not promises Tier-one global contract signed, activation underway, transparent progress reporting. 02. Concentration easing 12 active advanced-pipeline customer opportunit
Slide 27: References & Sources
Introduction Who We Are Execution Pipeline AI Value Chain Company References & Sources For personal use only Market data — Addressable Market RocketBoots ASX announcements FMI / NielsenIQ (2024) — North America supermarket counts · fmi.org · nielseniq.com Transformational contract announcement (18 D