Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Investor Day (2020)
7 slides from Wisetech Global's investor day presentation, 2020
Slide 1: Closing remarks
Closing remarks 95 © 2020 WiseTech Global
Slide 2: Summary
Summary Well positioned to continue to grow and increase market penetration Clear goal to empower and enable the world’s supply chains. Product pipeline and R&D providing competitive edge and significant profitability opportunity. Ideally positioned to deliver continued growth and market penetration
Slide 3: Important notice and disclaimer
Important notice and disclaimer Content of presentation for information purposes only Visit wisetechglobal.com/investors Preparation of information All financial information has been prepared and reviewed in accordance with Australian Accounting Standards. Certain financial data included in this pre
Slide 4: Appendices
Appendices Image TBC 98 © 2020 WiseTech Global
Slide 5: Appendix 1 - FY21 guidance
Appendix 1 - FY21 guidance Key assumptions and sensitivities Background FY21 Guidance FY21 revenue 1. CargoWise: recurring revenue market share growth of 15%-30% ⎻ FY21 guidance based on five significant ⎻ allowed for 15-30% YOY organic growth (usual range 20-30%) parameters. ⎻ key variables include
Slide 6: Appendix 2 - FY21 guidance COVID-19 impact assumptions, F/X
Appendix 2 - FY21 guidance COVID-19 impact assumptions, F/X What is included in the FY21 guidance: FX rates v AUD FY20 FY21 Foreign Exchange actual guidance − Retention of existing customers with CargoWise − 75% of FY20 revenue in non-AUD usage growth consistent with historical levels GBP 0.53 0.55
Slide 7: Appendix 3 – Total addressable market
Appendix 3 – Total addressable market Ref. Data Point Description Value A Global Logistics Costs1 USD $9.3tr B Transportation & Logistics IT Expenditure2 USD $164bn C Global Supply Chain Management Expenditure3 USD $15.2bn C(i) Supply Chain Execution Expenditure3 USD $4.7bn C(ii) Supply Chain Planni