Gentrack Group Ltd · NZX:GTK
Gentrack — Investor Day (December 2025)
65 slides from Gentrack's investor day presentation, Dec 1, 2025
Slide 1: Gentrack Strategy Day
For personal use only Gentrack Strategy Day 1 December 2025
Slide 2: For personal use only
For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 2
Slide 3: Acknowledgement of Country
Acknowledgement of Country For personal use only Our event is being held on the lands of the Gadigal People of the Eora Nation and I wish to acknowledge them as Traditional Owners. I would also like to pay my respects to their Elders, past and present, and Aboriginal Elders of other communities who
Slide 4: Welcome
Welcome For personal use only Andy Green CBE Gentrack Chairman © Gentrack & Salesforce © Gentrack 2025. 2025. AllAll rightsreserved. rights reserved. This document This document is the is the intellectual intellectual propertyofofGentrack. property Gentrack. 4
Slide 5: Our vision
Our vision For personal use only Accelerating the world towards a net zero future by leading the global modernisation of energy & water retailers © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 5
Slide 6: Business & Strategy Overview
Business & Strategy Overview For personal use only Gary Miles Mike Carruthers CEO CSO © Gentrack & Salesforce © Gentrack 2025. 2025. AllAll rightsreserved. rights reserved. This document This document is the is the intellectual intellectual propertyofofGentrack. property Gentrack. 6
Slide 7: Gentrack is well positioned for future growth
Gentrack is well positioned for future growth For personal use only With our pedigree and Currently, there is a We have a strong Veovo is a rule of 50 g2 stack, we are well scarcity of balance sheet with business (excl positioned to lead one formidable players $85m in cash at end hardware) with a of
Slide 8: Our Strategy Evolution for Utilities
Our Strategy Evolution for Utilities STABILIZE AND MODERNIZE ACCELERATE GROWTH OUR AMBITION GROW BASE AND EXPAND For personal use only Focus on core markets, Launch g2.0 technology Execute against our pipeline Lead the global customer centricity & stack in Asia and EMEA – Growing modernization of re
Slide 9: Management Team
Management Team For personal use only Gary Miles CEO - Group Geoff Childs John Priggen Jennifer Mounce Matt Loreille CRO - Global Partnerships CFO CPO CMO and Strategic Accounts Paolo Colella CRO - EMEA Mark Humphreys Mike Carruthers James Williamson Mark Rees CRO - APAC CSO CEO - Veovo CTO © Gentra
Slide 10: Competitive Landscape
Competitive Landscape For personal use only LEGACY T1 PLAYERS REGIONAL / T2 PLAYERS NEW AGE LEADERS Incumbency, end-of-life, market shares Struggling to scale Disruptors to power transition 2 Incumbents 2-3 Global Leaders • SAP & Oracle ~75% market share • Few regional players have • Customer Expe
Slide 11: The Utility Industry is moving off legacy
The Utility Industry is moving off legacy GREAT BRITAIN STACK Legacy MODERNISATION CASE STUDY From To Provider For personal use only examples Electricity supply market share by utilities using SAP & Oracle. Domestic GB Elec. ON LEGACY Moved off legacy at the time of E.ON and NPOWER merged. Q4 2015 Q
Slide 12: We have a worldwide TAM of $17b to target
We have a worldwide TAM of $17b to target For personal use only FY26 PIPELINE Our pipeline has matured considerably, we are: • preferred vendor at 3 • shortlisted in a process at another 3 • well placed in another 4 for a 2026 decision These opportunities represent c.30m meter points, and we continu
Slide 13: Rapid deployment, freedom to differentiate
Rapid deployment, freedom to differentiate Toolbox Platform 6 months 12 months 18 months … Tell us what you want? For personal use only Post-launch support SCOPING BLUEPRINT BUILD – DATA - TEST ING MIGRATION & DESIGN NEW CR Off-The-Shelf Product This is what you get Post-launch extended scope & supp
Slide 14: Customer Insight
Customer Insight For personal use only Chris Thompson Co-founder and Co-CEO © Gentrack & Salesforce © Gentrack 2025. 2025. AllAll rightsreserved. rights reserved. This document This document is the is the intellectual intellectual propertyofofGentrack. property Gentrack. 14 14
Slide 15: Chris Thompson – Co-CEO
For personal use only Chris Thompson – Co-CEO chris.thompson@amber.com.au
Slide 16: Amber starts with what customers actually want
AMBER STARTS WITH WHAT CUSTOMERS ACTUALLY WANT For personal use only MORE VALUE FROM THEIR ASSETS CUSTOMERS STAY IN CONTROL
Slide 17: Battery value proposition
BATTERY VALUE PROP Automation value: $1000 pa For personal use only System automatically charges from cheap solar in the afternoon while Then the battery discharges in the evening at much higher renewables are plentiful wholesale energy prices Energy price ¢/kWh
Slide 18: Building and winning the world's most advanced market
WE PROVED IT BY BUILDING AND WINNING THE WORLD’S BOTH TECH AND UTILITY IN MOST ADVANCED MARKET AUS For personal use only 25000 20000 Independent electricity retailer 15000 Pass-through access to dynamic 10000 wholesale electricity prices 5000 World-leading core automation 0 technology VPP1 VPP2
Slide 19: Amber is now the largest battery automation provider in Australia
AMBER IS NOW THE LARGEST BATTERY AUTOMATION PROVIDER IN AUSTRALIA For personal use only >50% >5,000 60,000 MARKET SHARE NEW CUSTOMERS PER CUSTOMERS of the new home battery MONTH as of November 25 automation market in Australia
Slide 20: V2G value proposition
V2G VALUE PROP EXAMPLE 3: “TURN MY EV INTO A HOME BATTERY TO MAKE ME MONEY” For personal use only Automation value: $3000 pa CURRENTLY IN ALPHA, COMING IN 2026 + = VEHICLE TO GRID Amber’s technology will allow customers to earn money from their EVs while they are parked at home, by discharging power
Slide 21: Now licensing our tech to utilities internationally
NOW LICENSING OUR TECH TO UTILITIES INTERNATIONALLY For personal use only Providing a bundled solution in Australia and Overseas to enable utilities to deliver an Amber-style experience. MAJOR CONTRACT SIGNED WITH Battery, Solar and EV Device Integrations Customer App Retail Operations Integration a
Slide 22: Technology update
Technology update For personal use only Andrew Cogger Suzanna Michell Client Solutions & Partnerships Director - APAC Innovation Leader - APAC © Gentrack & Salesforce © Gentrack 2025. 2025. AllAll rightsreserved. rights reserved. This document This document is the is the intellectual intellectual pr
Slide 23: Rapid deployment, freedom to differentiate
Rapid deployment, freedom to differentiate Toolbox Platform 6 months 12 months 18 months … Tell us what you want? For personal use only Post-launch support SCOPING BLUEPRINT BUILD – DATA - TEST ING MIGRATION & DESIGN NEW CR Off-The-Shelf Product This is what you get Post-launch extended scope & supp
Slide 24: Putting the tools for innovation in the hands of utilities worldwide
Putting the tools for innovation in the hands of utilities worldwide For personal use only Building new products • Building new AI agents • Building new operating models © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 24
Slide 25: Our platform provides ultimate functionality at reduced complexity and cost
Our platform has been designed to provide ultimate functionality, at reduced complexity and cost. For personal use only B2C B2B Control your product strategy, build your own AI agents, and control your operating model – all delivered by Gentrack & Salesforce. © Gentrack 2025. All rights reserved. 25
Slide 26: Product flexibility
For personal use only Product flexibility
Slide 27: Building a New Product with modern tools
Building a New Product with modern tools For personal use only • Browser-based UI No code needed • Simple to use Drag & drop • Extensible Add new elements © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 27
Slide 28: For personal use only
For personal use only © Gentrack 2024. © Gentrack AllAll 2025. rights rightsreserved. reserved. This document is theisintellectual This document property the intellectual property ofofGentrack. Gentrack. 28
Slide 29: Contact center efficiency & flexibility
For personal use only Contact center efficiency & flexibility © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 29
Slide 30: Utilities now control their operating model
Utilities now Custom operating model screens control their Creating a custom agent view in seconds operating model For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual © Gentrack property 2023.ofAll Gentrack. 30 rights reserved. This document is the intellect
Slide 31: For personal use only
For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual © Gentrack property 2023.ofAll Gentrack. 31 rights reserved. This document is the intellectual property of Gentrack. 31
Slide 32: World leading utility AI powered by Salesforce
For personal use only World leading utility AI powered by Salesforce © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack.
Slide 33: The power of Agentforce
Utilities now control their The power of Agentforce Adoption of AI Creating a custom AI agent in seconds For personal use only Utilities want to control AI adoption AI uptake is occurring in three waves: • Customer facing self-service • Agent-facing assistive • Voice and multi-agent How to create an
Slide 34: Configure topics, instructions and actions
Configure TOPICS Output of test-drive Test-drive the agent INSTRUCTIONS & ACTIONS Review how actions are chained For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 34
Slide 35: The power of Agentforce
Utilities now control their The power of agentforce Adoption of Ai Creating a custom ai agent in seconds For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual © Gentrack property 2023.ofAll Gentrack. 35 rights reserved. This document is the intellectual proper
Slide 36: Supporting a broad range of operating models
Supporting a broad range of operating models FRONT-OFFICE / BACK-OFFICE POD SOM (segmented) model model model Customer segment 1 For personal use only 1: 500 E.G. Vulnerable customers 1:4000 (Seg) Customer segment 2 FO BO super agents E.G. Standard customers. Customer Digital savvy smart meter, segm
Slide 37: Our solutions drive business value beyond traditional platforms
Our solutions drive business value beyond traditional platforms For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 37
Slide 38: For personal use only
For personal use only © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 38
Slide 39: Genesis Retail Transformation
Genesis Retail Transformation For personal use only Ed Hyde Chief Transformation + Technology Officer 23rd November 2025
Slide 40: Our Gen35 strategy
Our Gen35 strategy Global energy transition: more electrons, more energy storage and data driven systems COUNTRY COUNTRY NET ZERO 2050 For personal use only SECTOR SECTOR 60% 60% ELECTRIFICATION 95% 95% RENEWABLES 100% 100% RELIABILITY ELECTRIFICATION RENEWABLES RELIABILITY CUSTOMER RENEWABLES FLEXI
Slide 41: The benefits case is focussed on three domains
The benefits case is focussed on three domains For personal use only Customer Pricing Satisfaction Adjacencies innovation and cost to serve Improved gross margin Lower Opex New revenues • Significantly improved time to market • Increased automation for new plans • Broadband • Lower handling times •
Slide 42: Rationale for selecting G2.0 and Salesforce
Rationale for selecting G2.0 and Salesforce For personal use only Support the energy transition Deep energy experience Global innovation Productivity objectives Our strategy takes us Energy innovation is out to 2035 Despite the NZ market evolving rapidly Grow gross margin We needed a solut
Slide 43: First go-live completed successfully
First go-live completed successfully For personal use only Release 1 Despite the initial deployment taking longer than planned, we are please to Simple Consumer Electricity say we completed a successful first release: Go-Live was remarkably smooth Full instance of platform Platform moved to da
Slide 44: Questions
For personal use only Questions
Slide 45: Positioning & Market reception
Positioning & Market reception For personal use only Paul Bacon Vice President Sales EMEA © Gentrack 2025. All rights reserved. This document is the intellectual property of Gentrack. 45 Genesis Energy – Investor day 2025 45.
Slide 46: Break
For personal use only Break We will resume at 2.55pm
Slide 47: Our Vision and Mission
Our Vision Veovo imagines a world where people go brilliantly. For personal use only Where queues, delays, bottlenecks and boredom are replaced by experiences that delight. Our Mission Enable the world’s most intelligent and high-performing airports. By delivering cutting-edge technology that joins
Slide 48: Towards an Intelligent Airport
For personal use only Towards an Intelligent Airport James Williamson Veovo CEO
Slide 49: A Year Growth Story
A 5 Year Growth Story For personal use only To date: 100% 40% 30% Growth in revenue Increase in staff More airports Customer Back to Base New Tier 1 and 2 Retention Expansion of Customers Driven by: footprint and EMEA, Very low churn Gen8 upgrades Americas
Slide 50: The opportunity ahead
For personal use only The opportunity ahead And why Veovo is well placed
Slide 51: Passenger growth driving tech solutions
Passenger growth driving tech solutions Passenger numbers continue to grow. Now For personal use only Global 10 2029 global 9% higher than 2019. Traffic passenger traffic Billion Major airports are now at / nearly at forecast to be Passengers capacity limits. 5 120% Technology seen as key driver to
Slide 52: Tech with the greatest future impact on aviation
Tech with the greatest future impact on aviation Are those that help airports go from silos to optimised, efficient operations For personal use only Building on Moving to a continuum of Continuous and Intelligent Real-Time data Prediction and Forecasting Optimisation & Orchestration across the ecosy
Slide 53: Veovo shaping the thought leadership of the industry
Veovo shaping the thought leadership of the industry Building the path to the intelligent airports of the future Where the leading airports are now For personal use only AIRPORT 4.0 AIRPORT 2.0 AIRPORT 3.0 AIRPORT 1.0 Measure Analyse Forecast and Optimise Total Airport and monitor and React Manageme
Slide 54: Customer insight
For personal use only Customer insight The UK’s largest airport group > 61M passengers Manchester East Midlands Nick Woods London Stansted CIO
Slide 55: For personal use only
For personal use only
Slide 56: How is Veovo leading the way to Airport 4.0?
For personal use only How is Veovo leading the way to Airport 4.0?
Slide 57: AI/ML use is accelerating
TRANSFORMATIONAL TECHNOLOGY AI/ML use is accelerating Veovo leading in transformational tech For personal use only • AI / ML already powers a range of our products Driving current • Now core to all new capabilities/ Gen 8 systems opportunities such as Resource Management 82% Future of airports plann
Slide 58: How Veovo is using AI/ML
TRANSFORMATIONAL TECHNOLOGY How Veovo is using AI/ML To accelerate airports’ move to 4.0 For personal use only • Computer Vision: Turn point clouds and video in to passengers, bags, turn around events etc • Prediction and Forecasting: Anything, Anywhere in an Airport without human input. Passengers,
Slide 59: Middle East – becoming the Airport Hub of the World
CUSTOMERS AS STRATEGIC PARTNERS Middle East – becoming the “Airport Hub of the World” Large scale revenue opportunities For personal use only Growth is taking off region wide • 2 largest airports in the world under construction • 48 expansion projects worth $182.6bn • 10 largest carriers have ordere
Slide 60: Widening our market - ANSPs
CUSTOMERS AS STRATEGIC PARTNERS Widening our market - ANSPs NAV Canada new win For personal use only Veovo is market leader in aviation billing SaaS platform built to meet needs of aviation Strong GTK heritage NAV Canada World’s 2nd largest ANSP > 12M flights annually. Bill > $2Bn CAD/an Veovo busin
Slide 61: Customer insight
For personal use only Customer insight Anthony Tomai CIO
Slide 62: Melbourne Airport snapshot
Melbourne Airport snapshot Gateway to Victoria and southeast Australia, 25km from CBD on one of the world’s largest airport land holdings 73 destinations across Australia & internatioanlly1 Globally significant asset For personal use only Single terminal precinct with two runways and Darwin four t
Slide 63: Recap
Recap Trajectory set. Ready for our next ascent… For personal use only 1. 2. 3. 4. Strong growth Industry in Focused vision World Class Team record change driving Leading tech and transformation Partners • 5 years of strong growth • Passenger growth, and • Well positioned for • World class team of •
Slide 64: Q&A
For personal use only Q&A James Williamson Veovo CEO
Slide 65: CEO Q&A
For personal use only CEO Q&A