Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Shareholder Meeting (November 2017)
17 slides from Wisetech Global's shareholder meeting presentation, Nov 22, 2017
Slide 1: 2017 Annual General Meeting of Shareholders
For personal use only 2017 Annual General Meeting of Shareholders
Slide 2: Chair: Charles Gibbon
For personal use only Chair Charles Gibbon
Slide 3: WiseTech Global – FY17 financial highlights
WiseTech Global – FY17 financial highlights Delivered strong, high quality growth while expanding technology lead and global footprint For personal use only (1) Acquisitions are those executed in FY17: Softship AG (Softship), znet group GmbH (znet) and ACO Informatica S.r.l. (ACO). (2) Annual attrit
Slide 4: Our software is used by the world's logistics providers across 125 countries
Our software is used by the world’s logistics providers across 125 countries For personal use only 125+ countries(1) 7,000+ customers(2) 3+ million development hours over 15 years 44+ billion data transactions annually >900 employees 1 integrated CargoWise One global system Countries with licensed u
Slide 5: 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 4
Slide 6: WiseTech dividend and shareholder return
WiseTech dividend and shareholder return Outperformed ASX300 by 180% since listing in April 2016 For personal use only WiseTech Global share price v S&P/ASX300 295% Dividend FY17 Interim dividend: 1.0c (paid Apr 17) Final dividend: 1.2c (paid Oct 17) Total 2.2cps fully franked 245% Dividend policy 1
Slide 7: Richard White, Founder CEO
For personal use only Richard White Founder CEO
Slide 8: WiseTech Global – FY17 financial highlights (revenue)
WiseTech Global – FY17 financial highlights Delivered strong, high quality growth while expanding technology lead and global footprint For personal use only 153.8 REVENUE ($million) 50% growth in revenue (statutory) to $153.8m 103.3 102.8 79.6 70.0 66.0 56.7 51.9 43.0 FY13 FY14 FY15 FY16 FY17 Stat
Slide 9: WiseTech Global – FY17 financial highlights (EBITDA, NPAT)
WiseTech Global – FY17 financial highlights Delivered strong, high quality growth while expanding technology lead and global footprint For personal use only EBITDA ($million) 35% NPAT ($million) 71% 30% 124% 31.9 growth in EBITDA 28% 28% growth in NPAT 53.9 (pro forma) to (pro forma) to $53.9m $
Slide 10: Powerful high growth engine – CargoWise One integrated global platform
Powerful high growth engine – CargoWise One integrated global platform Strong foundation for future technology, seamless rollout, scalable capacity, global solutions For personal use only A4 Paper Guid Global deeply integrated logistics execution platform Integrated modules covering key logistics tr
Slide 11: Innovation investment
Innovation investment Significant pipeline of longer-term innovations across existing verticals and new adjacencies For personal use only Over 3,000 product upgrades and enhancements added to the global platform over last 5 years Our FY18 commitment: ~$60-65m in innovation and development Major deve
Slide 12: Organic growth accelerated by acquisitions
Organic growth accelerated by acquisitions Targeted, strategically valuable acquisitions further our growth across geographies and adjacencies For personal use only We buy into market positions that would take years to build, integrate swiftly, drive value across platform 11
Slide 13: Powerful growth strategy
Powerful growth strategy Multiple levers to sustain growth and increase market penetration For personal use only + + Transactions/users Modules + Innovation and Increase Stimulate Accelerate Industry new network organic Geographies expansion consolidation customers effects growth of our global on th
Slide 14: High growth outlook for FY18
High growth outlook for FY18 Execution on strategy to deliver strong growth in FY18 For personal use only FY18 Revenue FY18 EBITDA $207m - $217m $71m - $75m 35% to 41% 32% to 39% FY18 growth vs FY17 FY18 growth vs FY17 FY13 FY14 FY15 FY16 FY17 FY18 FY13PF FY14PF FY15PF FY16PF FY17 FY18 13
Slide 15: 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 14
Slide 16: FY18 guidance and assumptions
FY18 guidance and assumptions Growth in revenue and EBITDA For personal use only What is included in the guidance: • Retention of existing customers with organic usage growth consistent with historical levels • New customer growth consistent with historical levels $ million FY17 FY18 guidance • Cont
Slide 17: Important Notice and Disclaimer
Important Notice and Disclaimer Visit www.wisetechglobal.com/investors For personal use only FORWARD-LOOKING STATEMENTS PREPARATION OF INFORMATION This presentation may include forward-looking statements. Such statements can generally be All financial information has been prepared and reviewed in ac
WiseTech Global — Shareholder Meeting (November 2017) on 6ix