Gentrack Group Ltd · NZX:GTK
Gentrack — Investor Presentation (July 2026)
30 slides from Gentrack's investor presentation, Jul 2, 2026
Slide 1: Built for trust. Powered by intelligence.
Built for trust. Powered by intelligence. Investor Update 2 July 2026 © Gentrack 2026. All rights reserved. This document is the intellectual property of Gentrack.
Slide 2: Forward-looking statements
This presentation may contain forward-looking statements. Forward-looking statements often include words such as ‘anticipate’, ‘expect’, ‘plan’ or similar words in connection with discussions of future operating or financial performance. The forward-looking statements are based on management’s and d
Slide 3: Today's Agenda
Today’s Agenda 1 Welcome and introductions 2 Gentrack’s AI Strategy and platform demo 3 AWS AI investment and GTK Partnership 4 Factor business overview and product demo 5 Q&A © Gentrack 2026. All rights reserved. This document is the intellectual property of Gentrack. 3
Slide 4: Introductions
Introductions Andrew Cogger Kenneth Yau Jessica Venning-Bryan Matthew Haigh Client Solution & Innovations Lead Principal Engineer Managing Director - Factor Head of AI (NZ) - AWS © Gentrack 2026. All rights reserved. This document is the intellectual property of Gentrack. 4
Slide 5: AI Strategy
AI Strategy © Gentrack 2026. All rights reserved. This document is the intellectual property of Gentrack. 5
Slide 6: Utilities are beginning to lean heavily into AI
Utilities are beginning to lean heavily into AI 64% 43% …. of utility companies are …of AI projects are only expected to investing more than 10% of their achieve an ROI within 12 months. total IT budget into AI initiatives. …yet investment plans remain aggressive. . Domain knowledge is the key to su
Slide 7: Moving from a retail operations to a business intelligence platform
Moving from a retail operations to a business intelligence platform Gentrack’s retail operations platform, Together, Gentrack and Factor help utilities: combined with Factor's forecasting-led pricing capabilities, helps utilities make - Improve customer outcomes through more proactive and personalis
Slide 8: From billing intelligence to business intelligence
From billing intelligence to business intelligence Agentic CX Layer Agentic Meter & Market Layer
Slide 9: Gentrack's operational AI strategy
Gentrack’s operational AI strategy AN OPEN AI PHILOSOPHY Moving our teams closer to working hand in hand with the business Enabling our forward deployed engineers to bring value at an unprecedented pace for customers Outpace our competitors as an agentic first solution by design Complementing Salesf
Slide 10: Gentrack's flexible AI principles
Gentrack’s flexible AI principles AN OPEN AI PHILOSOPHY 1 2 3 We open our system to the A retailer’s logical AI partner AI should be simple, low risk retailer’s AI ecosystem is their billing/CRM supplier and affordable Access to our core system is liberated We intimately understand your system Our c
Slide 11: Route to market
Route to market Our AI opportunity is a blue ocean As we start to deploy AI platforms, we’ll refine Gentrack is already deploying AI FDEs in our revenue model - but see this as accretive, not initial engagements with retailers. competitive, to our existing platform revenue. And internally, we’re adv
Slide 12: The age of AI: tomorrow's intelligence
GENTRACK The age of AI: tomorrow’s intelligence Matt Haigh Head of AI (NZ) AWS New Zealand © 2026, Amazon Web Services, © 2026, Inc. Amazon or itsWeb affiliates. Services, All rights Inc. orreserved. its affiliates. All rights reserved.
Slide 13: Agentic AI maturity scale: from automation to agency
Agentic AI maturity scale: from automation to agency Follow Assist Collaborate Pioneer Low agency High agency More human Less human oversight oversight Rule-based RPA Generative AI assistants Goal-driven AI agents Fully autonomous Follow a set of Achieve a specific, Operate toward a higher- agentic
Slide 14: Guiding principles for scaling agentic AI
Guiding principles for scaling agentic AI FOCUS ON CONTEXT P I C K T H E R I G H T PAT H : EMBRACE AGILITY ( D ATA ) BUY & BUILD Stay flexible to outpace Pair the ‘best’ models with Transform work with change. Build open, secure, your data. intelligent solutions. scalable systems that evolve Deliver
Slide 15: AI in the Energy Sector
AI in the Energy Sector © 2026, Amazon Web Services, Inc. or its affiliates. 15
Slide 16: AI delivers measurable efficiency gains across the energy sector
TREND 3 AI delivers measurable efficiency gains across the energy sector AI is no longer a future ambition—it is core to how the energy industry operates today Utilities are deploying Oil and gas companies are deploying AI The leaders are pulling ahead AI at scale across the full value chain Up to 8
Slide 17: Why AWS
Why AWS Infrastructure built for energy at scale Broadest AI choice & model flexibility Purpose-built for compute-intensive energy workloads with proven Model-agnostic access to widest foundation model selection (including reliability —processes petabytes of seismic data, manages millions of Anthrop
Slide 18: Running agents at scale
Running agents at scale © 2026, Amazon Web Services, Inc. or its affiliates. 18
Slide 19: Amazon Bedrock AgentCore (Selected Services)
Amazon Bedrock AgentCore (Selected Services) AWS Agent Registry Any provider Runtime Identity Policy App Prompt Any Tools Gateway MCP Any model framework Tools Context Any agent Browser A2A Code Interpreter Memory Observability OTEL Evaluations Optimization © 2025, Amazon Web Services, Inc. or its a
Slide 20: Thousands of organizations are innovating on AgentCore today
Thousands of organizations are innovating on AgentCore today Official OfficialCloud CloudProvider Providerof ofthe thePGA PGATour Tour © 2026, Amazon Web Services, Inc. or its affiliates. All rights reserved.
Slide 21: Trusted to build and orchestrate agents in production
Trusted to build and orchestrate agents in production CHAT AGENTS PLATFORM PROCESS-AUTOMATION AGENTS PROCESS AUTOMATION AGENTS 17+ agentic AI solutions launched to 70% automation in platform engineering 10X faster media signal production in months operations classification, 60% reduction in operatio
Slide 22: Factor
© Gentrack 2024. All rights reserved. This document is the intellectual property of Gentrack. 22 22
Slide 23: How energy is made, moved, sold and used is fundamentally changing
How energy is made, moved, sold and used is fundamentally changing. Over the next decade utilities must adapt or die. Factor empowers utilities to design and deliver propositions that customers and markets are demanding, and that protect margins. © Gentrack 2024. All rights reserved. This document i
Slide 24: A large and growing market opportunity
A large and growing market opportunity 1. Electrification driving global electricity use. These megatrends are playing out in all markets: Expected to double by 2050. Australia Race to dominate in the battery market following significant government investment in 2. Demand outstripping supply. Wholes
Slide 25: From simple tariffs to dynamic cost allocation
From simple tariffs to dynamic cost allocation Better for customers, utilities and the environment Yesterday Today Demand is growing, is more weather- Predictable demand sensitive and location-specific Supply is distributed, renewable-heavy Centralised supply and harder to dispatch Pricing needs to
Slide 26: A significant gap in the ecosystem
A significant gap in the ecosystem Customer | CRM Commercialisation Collections | Billing Marketing automation POS forecasting & pricing Usage data management Lead management Bespoke pricing Billing costs management Quoting Unbundled pricing Rating Contract execution Price book Solar / Wind / Batter
Slide 27: Demand Forecasting & Pricing operationalised
Demand Forecasting & Pricing operationalised Inputs Output to… Service Point data Quoting Usage data Forecasting Pricing Trading Forecasting library Calculation library Cost stack Billing Naive Daily Spot price forecast Calibrated Monthly Customer Experience Hedge position LLM based ToU volume Netwo
Slide 28: Factor unlocks the products for the new energy economy
Factor unlocks the products for the new energy economy Contract Flex Load shifting products PPAs aka Progressive Purchasing especially for EV and battery products 24/7 clean, independent wind and other variations Bespoke pricing Dynamic tariffs Difference forecasting across all customer segments Ret
Slide 29: A true SaaS product
A true SaaS product Transforming customers’ pricing without the transformation project Scale to Zero Architecture Extremely low operating costs Multi-tenant, Multi-region Deploy ‘over a cup of coffee’ APIs for everything Easy to integrate No customer specific code Low maintenance costs Rapid value c
Slide 30: Q&A
Q&A © Gentrack 2026. All rights reserved. This document is the intellectual property of Gentrack.