Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Macquarie Australia Conference 2017
17 slides from Wisetech Global's conference presentation, May 3, 2017
Slide 1: WiseTech Global — Macquarie Australia Conference investor presentation
For personal use only WiseTech Global — Richard White, Founder CEO May 2017 Macquarie Australia Conference investor presentation For 0 latest information refer to www.wisetechglobal.com/investors
Slide 2: A leading provider of software to the logistics industry globally
A leading provider of software to the logistics industry globally For personal use only 125+ countries(1) 6,000+ customers(2) 3 million development hours over 15 years ~650 employees 1 integrated CargoWise One global system Countries with licensed users WiseTech office Headquarters Global data centr
Slide 3: Logistics industry – moving goods and data
Logistics industry – moving goods and data Movement of goods requires timely, accurate data to move across the supply chain For personal use only A myriad of logistics suppliers are needed across the supply chain. Information moves ahead of, alongside and behind the physical goods as they move throu
Slide 4: CargoWise One: global software solution for the logistics industry
CargoWise One: global software solution for the logistics industry Allowing companies to better manage many aspects of the global supply chain For personal use only scalable to any size of business – single user to thousands detailed compliance global reach – over 125 countries 30 languages
Slide 5: An industry-leading software provider
An industry-leading software provider We are well positioned in the market to grow our global leadership position For personal use only Alternative #1: Alternative #2: Alternative #3: Alternative #4: Self-developed Single-country Multi-country Customised software solutions software solutions softwar
Slide 6: WiseTech Global financial highlights
WiseTech Global financial highlights Accelerated revenue growth, significant global platform and business expansion For personal use only ACCELERATED revenue growth ↑ 44% revenue vs 1H16 PF $71.1m 1H17 39% CAGR 1H15-1H17 HIGH recurring LOW customer PROFITABLE HIGH quality revenue attrition + cash ge
Slide 7: Outlook for FY17
Outlook for FY17 Execution on track to deliver strong growth in 2H17 and meet FY17 guidance For personal use only • Strong momentum from 1H17 leading into FY17 — Revenue growth accelerated in existing customers — Increasing tailwinds from industry dynamics — Annual attrition rate <1% — Brand uplift
Slide 8: Multiple levers for business growth
Multiple levers for business growth Multiple levers to sustain growth and increase market penetration For personal use only + + Transactions/users Modules + Innovation Increase Stimulate Accelerate Industry and Geographies consolidation new network organic expansion of Greater usage by existing cust
Slide 9: Outlook - industry dynamics
Outlook - industry dynamics Industry pain points drive an exponential shift to CargoWise One For personal use only 3PL industry dynamics vs Impact of Our leading global logistics software and low propensity to switch out of dynamic for open-access, usage-driven business model proprietary systems Wis
Slide 10: Economic and political impacts positive for WiseTech
Economic and political impacts positive for WiseTech Trade growth, margin pressures, increased border controls and regulation all ADD transaction volumes For personal use only Economic trends and impacts • Margin contraction • Moving to faster, smaller consignments “Should Britain leave the EU custo
Slide 11: Global integrated CW1 platform + large innovation pipeline
Global integrated CW1 platform + large innovation pipeline Existing business delivers high quality, high growth revenue, R&D targeting hyper-growth For personal use only POWERFUL HIGH GROWTH ENGINE HYPER-GROWTH FUEL CargoWise One Global deeply integrated logistics execution platform Significant high
Slide 12: Logistics – impact of ecommerce
Logistics – impact of ecommerce Increasing volumes and demand for faster, cheaper, more accurate supply chain For personal use only Higher volume Faster delivery More regulation Lower margins More automation 11
Slide 13: Next generation supply chain execution
Next generation supply chain execution For personal use only Machine learning, artificial intelligence and cognification will be essential to manage demand, volume, margins and speed WiseTech Global has the potential to do this on a scale and capacity that could revolutionise industry across trade r
Slide 14: Questions
For personal use only Questions Changing the world of logistics one innovation at a time 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: Important notice and disclaimer
Important notice and disclaimer CONTENT OF PRESENTATION FOR INFORMATION PURPOSES ONLY Visit www.wisetechglobal.com/investors For personal use only FORWARD-LOOKING STATEMENTS PREPARATION OF INFORMATION This presentation may statements that are, or may are deemed to be, forward-looking All financial i
Slide 17: Changing the world of logistics one innovation at a time
For personal use only Changing the world of logistics one innovation at a time 16
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