Slide 1: WiseTech Global FY26 results investor presentation
ASX Announcement: 2026/52 26 August 2026 WiseTech Global FY26 results investor presentation Attached is the FY26 results investor presentation for the year ended 30 June 2026. //ENDS Authorized for release to ASX by the Board of Directors of WiseTech Global Limited. Contact information Investor Rela
Slide 2: FY26 results and investor briefing
20 FY26 results and investor briefing Financial data: All dollar values are in U.S. dollars (USD) unless otherwise presented © 2026 WiseTech Global
Slide 3: Important notice and disclaimer
Important notice and disclaimer Visit wisetechglobal.com/investors Content of presentation for information purposes only Future performance and forward-looking statements Preparation of information This presentation contains certain “forward-looking statements”. The words “expect”, “anticipate”, “es
Slide 4: Agenda
Agenda Highlights 4 FY26 financial review 7 Strategy, innovation and growth 16 Outlook 23 Q&A 25 Appendices 26 © 2026 WiseTech Global
Slide 5: Highlights
Highlights ZUBIN APPOO - CEO © 2026 WiseTech Global
Slide 6: FY26 delivered e2open acquisition, cost efficiencies, AI productivity and Value Packs
FY26 delivered e2open acquisition, cost efficiencies, AI productivity and CargoWise Value Packs Record revenue growth in FY26 Focus on execution • Total revenue of $1,395.9m, up 79% on FY25, within guidance • Delivered $34m EBITDA annualized run-rate savings through FY26 AI Transformation program, i
Slide 7: FY26 financial performance
FY26 financial performance Record revenue growth and significant efficiency gains USD M FY25 FY26 % change Total revenue $1,395.9m ↑ 79% Total revenue 778.7 1,395.9 79% CargoWise revenue 682.2 756.9 11% e2open revenue - 541.2 nm3 Underlying EBITDA1 $644.5m ↑ 56% EBITDA 381.6 558.4 46% EBITDA margin
Slide 8: FY26 financial review
FY26 financial review CAROLINE PHAM – INTERIM CFO © 2026 WiseTech Global
Slide 9: FY26 financial results
FY26 financial results FY26 revenue up 79% and Underlying EBITDA up 56%, driven by e2open acquisition and CargoWise growth USD M FY25 FY26 % change Revenue CargoWise revenue 682.2 756.9 11% • Total revenue of $1,395.9m, up 79% on FY25, driven by the contribution from e2open acquisition and CargoWise
Slide 10: FY26 segment results
FY26 segment results Underlying e2open EBITDA margin reflects 8pp expansion from FY25 pro forma, driving continued improvement to operating leverage WTG ex. Unallocated Revenue USD M e2open Eliminations WTG e2open Costs1 • WTG ex. e2open revenue of $854.8m, up 10% on FY25, driven by Recurring revenu
Slide 11: FY26 revenue growth
FY26 revenue growth Total revenue growth of $617.2m or 79%, including e2open revenue $541.2m. CargoWise revenue growth of $74.7m or 11% Recurring & Non-recurring revenue CargoWise, Non-CargoWise & e2open revenue 12.5 1,395.9 54.0 12.5 1,395.9 CargoWise 9.3 Recurring 12.3 70.4 Non-recurring 0.2 541.2
Slide 12: FY26 operating expenses
% of revenue FY26 operating expenses1 % of revenue, underlying Underlying WTG ex. e2open expenses (USD M) M&A and restructuring costs (USD M) Product teams aligned and sales & marketing teams integrated e2open expenses (USD M) Underlying2 operating expenses down 2pp as a % of revenue on FY25 Product
Slide 13: FY26 research and development
FY26 research and development Continued innovation and product development Investment in innovation and product development (USD M) Product investment • R&D investment increased $76.9m or 29% on FY25 reflecting the acquisition of e2open R&D % • 24% of FY26 revenue was reinvested in R&D, down 9pp vs.
Slide 14: FY26 balance sheet
FY26 balance sheet Strong liquidity available to fund future growth and deleverage USD M 30 Jun 25 30 Jun 26 Strong liquidity Cash 167.4 343.5 • Strong operating and free cash flow generation increased cash to $343.5m Receivables 94.9 198.1 Receivables • Receivables increased by $103.3m, reflecting
Slide 15: Accelerated deleveraging pathway
Accelerated deleveraging pathway Expected net leverage ratio of <2.0x in FY28, earlier than previously targeted Actual net leverage ratio Commitment to market Projected net leverage ratio 3.5x 3.0x ~3.0x 3.2x 2.5x ~2.5x 2.7x 2.0x ~2.2x <2.0x 1.5x 1.0x 0.5x 0.0x 31-Dec-25 30-Jun-26 30-Jun-27 FY28 14
Slide 16: FY26 cash flow performance
FY26 cash flow performance Highly cash-generative business model USD M FY25 FY26 % change Operating cash flow EBITDA 381.6 558.4 46% • Operating cash flows increased 29% vs. FY25 to $564.0m Non-cash items in EBITDA 32.8 70.7 116% • Underlying operating cash flow increased 46% vs. FY25 demonstrating
Slide 17: Strategy, innovation and growth
Strategy, innovation and growth ZUBIN APPOO - CEO • WiseTech’s AI future • AI transformation driving value creation • CargoWise AI Agents • Building mission critical operating systems for multiple deep markets • VerifyWise • Building near-term revenue momentum © 2026 WiseTech Global
Slide 18: WiseTech's AI future
WiseTech's AI future WiseTech is well positioned as a leader in an AI-driven future AI Leaders WiseTech Global1 30+ years domain expertise $1.1b+ invested in product & innovation2 55 acquisitions Domain-specific system of record and execution 45,000+ CargoWise Certified Professionals; 470+ WiseTech
Slide 19: AI transformation driving value creation
AI transformation driving value creation AI efficiencies Becoming an AI-led company1 AI progress for customers $34m annual EBITDA run-rate savings 75%+ 90%+ Increased usage through the FY26 AI Transformation program, WiseTech team code written by AI of AI capabilities with a reduction of ~1,200 role
Slide 20: CargoWise AI Agents
CargoWise AI Agents – our digital workforce across the logistics lifecycle Specialist AI agents that understand information, make decisions and execute work – autonomously and alongside our customers Data Ingestion Decide & Execute Understand & Process Manage Exceptions Capture and ingest informatio
Slide 21: Building the operating system for global trade and logistics
Building the operating system for global trade and logistics These large global markets are all a single step away from our core proven capabilities Connected supply chain Trade finance & Customs, border & Logistics & transport orchestration banking government agencies $12T+ global $25T+ global Over
Slide 22: VerifyWise – verified identity, trust and data
VerifyWise – verified identity, trust and data Verified ID Verified trust Verified supply chain Verified documentation Verified transaction Verified master data ID and KYC for individuals KYB, UBO for corporations/trusts modern slavery, sanctions, PEP original immutable documents full transaction pa
Slide 23: Building near-term revenue momentum
Building near-term revenue momentum New customer Monetizing E2open connected VerifyWise Value-based wins and AI-led customer supply chain launch pricing CVP adoption efficiency product & revenue synergies 22 © 2026 WiseTech Global
Slide 24: Outlook
Outlook ZUBIN APPOO - CEO © 2026 WiseTech Global
Slide 25: FY27 guidance
Guidance provided in line with these assumptions and those in the FY27 guidance Appendix, slide 27. Uncertainty around future economic and industrial production growth. Solid CargoWise growth, margin expansion and group deleveraging as we align Prevailing uncertainties relating to e2open for higher
Slide 26: Q&A
Q&A USEFUL LINKS About WiseTech About CargoWise Contact Us About e2open Leadership Team investor.relations@wisetechglobal.com Sustainability & ESG Knowledge Hub | eBooks 25 © 2026 WiseTech Global
Slide 27: Appendices
Appendices SLIDES 27. FY27 guidance assumptions and FX 28. CargoWise customer growth and low attrition 29. Revenue diversification 30. FY26 organic growth 31. Underlying EBITDA 32. FY26 Reported to Guidance and Underlying EBITDA walk 33. CargoWise recurring revenue growth drivers 34. CargoWise recur
Slide 28: FY27 guidance assumptions and FX
FY27 guidance assumptions and FX Currency Pairs1 FY26 Actual FY27 Guidance What is included in the What is not included AUD-USD 0.67 0.68 FY27 guidance: in the guidance: EUR-USD 1.17 1.15 • Retention of existing CargoWise customers • Revenue from new products in development consistent with historica
Slide 29: CargoWise customer growth and low attrition
CargoWise customer growth and low attrition CargoWise application suite1 revenue by customer cohort USD M (last 12 months) Increasing adoption by LGFFs 700 Top 300 customers deliver >70% of CargoWise revenue in FY26 (FY25 ~70%) 600 500 400 Customers stay and use more 300 <1% attrition every year for
Slide 30: Revenue diversification
Revenue diversification Revenue by customers (%) FY26 Revenue by geography1,2 (%) 33% Europe, Middle East 65% Rest of customers 46% & Africa 77% Top 11-20 largest customers Asia Pacific Top 10 largest customers Americas 8% 21% 6% 27% 17% CargoWise application suite has customers operating in 193 jur
Slide 31: FY26 organic growth
FY26 organic growth1 USD M Revenue EBITDA EBITDA margin WTG ex. e2open WTG ex. Unallocated WTG ex. e2open3 Total e2open e2open3 Costs4 Total e2open e2open3 Total CargoWise Non-CargoWise % % % % % FY25 FY26 change FY25 FY26 change FY25 FY26 change FY25 FY26 change FY25 FY26 change FY25 FY26 change Re
Slide 32: Underlying EBITDA
Underlying EBITDA Underlying 900 EBITDA $725 – 780 EBITDA % 49% - 51% 800 Underlying EBITDA $644.5 Guidance range 700 EBITDA % 46% USD M 600 67.1 Underlying EBITDA $413.9 Reported 500 EBITDA Underlying EBITDA % 53% $558.4 Underlying EBITDA $330.0 400 30.6 EBITDA % Underlying EBITDA $279.6 EBITDA % 4
Slide 33: FY26 Reported to Guidance and Underlying EBITDA walk
FY26 Reported to Guidance and Underlying EBITDA walk (USD M) (USD M) 11.9 644.5 67.1 20.2 585.8 7.2 7.2 558.4 558.4 FY26 Reported Loss on AI Transformation FY26 Guidance FY26 Reported Loss on Restructuring M&A costs FY26 Underlying EBITDA Divestment of net cost¹ EBITDA EBITDA Divestment of costs¹ EB
Slide 34: CargoWise recurring revenue growth drivers
CargoWise recurring revenue growth drivers CargoWise recurring revenue growth drivers1 3% Large Global Freight Forwarder rollouts 10% New product enhancements reflected in price 38% 14% Inorganic New and existing customers 14% Major new product releases 21% Market growth 33 © 2026 WiseTech Global 1.
Slide 35: CargoWise recurring revenue growth drivers details
CargoWise recurring revenue growth drivers Details on inclusions in each category of revenue drivers CargoWise recurring revenue growth drivers What’s included Large Global Freight Forwarder rollouts Growth in users and transactions from Large Global Freight Forwarders1 Monetized new product enhance
Slide 36: CargoWise penetration
CargoWise penetration Momentum through existing customer growth & new global rollout wins Four new global rollouts by LGFFs1 Five transitions from Three additional organic Recent industry Since 1 July 2025: CargoWise had secured since 1 July 2025: ‘Contracted’ to ‘In Production’: rollouts ‘In Produc
Slide 37: CargoWise global rollouts
CargoWise global rollouts Reconciliation of CargoWise application suite global rollouts In Production1 Contracted1 Total LGFF1 Top 251 As at 30 June 2025 42 13 55 14 New contracts signed: - 4 4 - Sankyu, CJ Logistics, Blue Water Shipping, XPD Global Transition from ‘Contracted’ to ‘In Production’: 5
Slide 38: Reconciliation of statutory expenses to non-statutory expenses
Reconciliation of statutory expenses to non-statutory expenses Statutory to FY25 FY26 non-statutory WTG ex. Unallocated USD M WTG e2open WTG reconciliation e2open Costs1 Cost of Revenues Cost of revenues – statutory 107.7 128.2 186.8 - 315.0 Less: Depreciation & amortization 10.3 12.9 8.0 - 20.9 Cos
Slide 39: Reconciliation of underlying NPAT, NPATA and underlying ETR
Reconciliation of underlying NPAT, NPATA and underlying ETR Net Profit After Tax USD M FY25 FY26 (NPAT) NPAT 200.7 178.7 Fair value (gain)/loss on acquisition contingent consideration (0.1) (1.9) Non-recurring tax on acquisition contingent consideration (2.8) (4.0) Acquired amortization (net of tax)
Slide 40: Glossary
Glossary Abbreviation Definition First reference slide A customer attrition measurement relating to the CargoWise application suite (excluding any customers on non-CargoWise platforms). Annual Attrition rate - 28 A customer’s revenue is included in the customer attrition calculation upon leaving i.e
Slide 41: Thank you
Thank you For more information visit wisetechglobal.com/investors 40 © 2026 WiseTech Global