Freightos Limited · NASDAQ:CRGO

Freightos — Investor Presentation (August 2026)

33 slides from Freightos's investor presentation, August 2026

  1. Slide 1: Investor Presentation

    Investor Presentation Nasdaq: CRGO August 2026

  2. 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

  3. Slide 3: Disclaimer

    Disclaimer his 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,” “project,” “forecast

  4. Slide 4: A freight industry still largely offline

    A freight industry still largely offline Carriers Freight Importers Forwarders /Exporters Freight procurement and booking remain fragmented across workflows, with manual coordination between multiple parties 4

  5. Slide 5: Global freight is becoming increasingly dynamic and interconnected

    Global freight is becoming increasingly dynamic and interconnected Rate volatility and supply Forwarders and shippers Carriers increasingly seek chain disruptions are increasingly need faster and greater utilization and yield increasing operational more connected procurement with low cost distributi

  6. Slide 6: Freightos digitizes freight

    Freightos digitizes freight Carriers Importers / Exporters Freight Forwarders Software supporting digital freight transactions 6

  7. Slide 7: Freightos enables

    Freightos enables Carriers Importers / Exporters Freight Forwarders Software solutions drive adoption, transaction activity and increase platform liquidity 7

  8. Slide 8: Platform transaction data powers smarter, real-time pricing and procurement decisions

    Carriers Importers / Exporters Freight Platform transaction Forwarders data powers smarter, real-time pricing and procurement decisions 8

  9. Slide 9: Solutions, transactions and data

    Solutions, transactions and data Carriers Importers / Exporters Freight Forwarders ● Software adoption increases workflow integration ● Workflow integration drives bookings ● Bookings strengthen network liquidity ● Liquidity improves data and platform value 9

  10. Slide 10: Pioneered digital real-time

    Pioneered digital real-time Carriers Importers / Exporters Freight Forwarders 10

  11. Slide 11: Replicating the air cargo playbook in ocean

    Replicating the air cargo playbook in Carriers Importers / Exporters Freight Forwarders 11

  12. Slide 12: Applying the platform playbook to ocean

    Applying the platform Carriers Importers / Exporters playbook to Freight Forwarders 12

  13. Slide 13: Be the digital infrastructure for global freight

    ● Be the digital infrastructure for global Carriers Importers / Exporters freight Freight Embedded into freight decision Forwarders ● workflows ● Drive neutral orchestration across fragmented networks ● Build operational intelligence across procurement, pricing and execution 13

  14. Slide 14: Broad adoption across the freight network

    Broad adoption across Forwarders Forwarder Customers Air Carriers 20 of top 20 4,000+ Platform Active Carriers 20 of top 20 75 Platform Unique Buyer Users LTM Transactions 1.8M 21,000+ LTM Gross Booking Value Importers / Exporters $1.5B 13,000+ 14

  15. Slide 15: Growing Forwarder usage drives bookings

    Growing Forwarder usage drives Q2 26 Platform Bookings (#) by Cohort 16 12 8 4 Quarters Quarters Quarters Quarters 15

  16. Slide 16: Digital freight penetration remains at an early stage

    Digital freight penetration remains at Air Cargo Ocean Cargo Market size (GBV) $134B2 Market size (GBV) $5.5B $250bn1 software spend for air/ocean Freight international Forwarding freight software ~50% of freight spend (forwarders and shippers )4 is spot-driven Market size (GBV) $208B3 Transaction P

  17. Slide 17: A reinforcing network flywheel across freight

    A reinforcing network flywheel across Software adoption → Transaction liquidity Import/ Carriers Freight exporters forwarders Transaction liquidity → Data & Network effect Scale, neutrality, network, and workflow integration create a durable barrier to replication

  18. Slide 18: Monetizing the network

    Monetizing the network: Solutions revenue: Platform revenue: SaaS and Data solutions, primarily via Fees associated with Transactions recurring subscriptions to forwarders booked between Buyers and Sellers of freight service 18

  19. Slide 19: Revenue mix, fee model & growth timing

    mix, fee model & growth timing Forwarder-Shipper Fee mostly % of GBV Take Rate Carrier - Forwarder Fee mostly flat / Transaction (stable) Growth rate Drivers of platform expansion over time: More transaction More More ocean types and transaction supply and SMB complexity touchpoints adoption 19

  20. Slide 20: A cost structure built for scale

    A cost structure built Non-IFRS Gross Margins 20

  21. Slide 21: On Track to Adjusted EBITDA breakeven with cash at hand

    On Track to With Cash at Hand Adjusted Adjusted Cash and equivalents and EBITDA ($K) EBITDA margin Short term bank deposits ($M) -73% -73% -104% -121% 21

  22. Slide 22: Plan

    Plan Focus on end to end workflows Solutions-first to feed long term platform growth Evaluate focus based on customer impact, reliability, and ROI. 22

  23. Slide 23: 2026 a Transition Year

    2026 a Transition Year Management Expectations Q3 2026 FY 2026 Transactions (k) 481 - 490 1,847 - 1,869 Year over Year Growth 12% - 14% 12% - 14% GBV ($m) 390 - 397 1,533 - 1,560 Year over Year Growth 16% - 18% 19% - 21% Revenue ($m) 7.7 - 7.8 30.4 - 31.0 Year over Year Growth 1% - 2% 3% - 5% Adjust

  24. Slide 24: Long-term operating model and financial trajectory

    Long-term operating model and financial trajectory Management framework for 2027-2030 #Transactions & GBV Revenue Growth of 20%-30% per year Growth of 25-30% per year Gross Profit Margin Adjusted EBITDA margin 70-80% (non-IFRS) Up 8-12 percentage points per year

  25. Slide 25: Making global trade frictionless.

    Making global trade frictionless. freightos.com/investors | Nasdaq:CRGO 25

  26. Slide 26: Appendix

    Appendix Supplementary materials 26

  27. Slide 27: Summary financials Q2 2026

    Summary financials Q2 2026 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 ($K) (unaudited) Revenue $6,945 $7,438 $7,672 $7,405 $7,156 $7,691 Cost of revenue 2,306 2,445 2,368 2,658 2,388 2,495 Gross profit 4,639 4,993 5,304 4,747 4,768 5,196 Operating expenses: Research and development 2,883 3,031 2,842 3,186 2,

  28. Slide 28: Summary financials - reconciliation

    Summary financials - reconciliation Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 ($K) (unaudited) IFRS gross profit $4,639 $4,993 $5,304 $4,747 $4,768 $5,196 Add: Share-based compensation 98 82 47 249 104 117 Depreciation & Amortization 383 392 390 388 390 388 Non-IFRS gross profit $5,120 $5,467 $5,741 $5,384 $

  29. Slide 29: Summary financials - reconciliation

    Summary financials - reconciliation Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 ($K) (unaudited) IFRS loss $ (4,499) $ (4,278) $ (4,962) $ (3,777) $ (6,461) $ (1,628) Add: Change in fair value of warrants 223 285 754 (1,489) 301 (1,822) Financing income, net (460) (559) (160) (380) (160) (174) Income taxes,

  30. Slide 30: Summary financials FY 2020-2025

    Summary financials FY 2020-2025 Year Ended December 31, ($K) 2020 2021 2022 2023 2024 2025 Revenue $8,509 $11,117 $19,085 $20,281 $23,785 $29,460 Gross Profit 4,236 6,521 11,226 11,802 15,500 19,683 Gross Margin 49.80% 58.66% 58.82% 58.19% 65.17% 66.81% R&D Expenses 6,910 7,822 10,217 11,507 10,275 11

  31. Slide 31: Summary financials - reconciliation

    Summary financials - reconciliation Year Ended December 31, ($K) 2020 2021 2022 2023 2024 2025 IFRS gross profit $4,236 $6,521 $11,226 $11,802 $15,500 $19,683 Add: Share-based compensation 9 97 290 692 378 476 Depreciation & Amortization 164 107 920 1,180 1,345 1,553 Non-IFRS gross profit $4,495 $6,725

  32. Slide 32: Summary financials - reconciliation

    Summary financials - reconciliation Year Ended December 31, ($K) 2020 2021 2022 2023 2024 2025 IFRS loss $ (14,172) $ (16,358) $ (24,701) $ (65,473) $ (22,491) $ (17,516) Add: Change in fair value of warrants - - - -9440 965 -227 Financing income, net -21 6 260 -2,802 -2,033 -1,559 Income taxes (tax

  33. Slide 33: Glossary

    Glossary Platform Volume KPIs Description Number of bookings for freight services, and related services, placed by Buyers across the Freightos platform with third-party sellers and with Clearit. Sellers of Transactions include Carriers (that is, airlines, ocean liners and LCL consolidators) and also

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