Wisetech Global Ltd. · ASX:WTC

Wisetech Global — Shareholder Meeting (2020)

23 slides from Wisetech Global's shareholder meeting presentation, 2020

1. Slide 1: Annual General Meeting 2020

   Empowering and enabling the world’s supply chains 2020 Annual General Meeting © 2020 WiseTech Global

2. Slide 2: Virtual meeting platform

   Virtual meeting platform Access virtual meeting https://agmlive.link/WTC20 https://ir.wisetechglobal.com/ Virtual meeting online guide investors/?page=agm How to vote Click on “Get a Voting Card” button How to ask a question Click on “Ask a Question” button Help number: 1800 990 363 2 © 2020 WiseTec

3. Slide 3: Board of Directors

   Board of Directors Andrew Harrison Richard White Teresa Engelhard Charles Gibbon Independent Chair & Executive Director, Independent Independent Non-Executive Director Founder & CEO Non-Executive Director Non-Executive Director Michael Gregg Maree Isaacs Arlene Tansey Independent Executive Director,

4. Slide 4: Agenda

   Agenda 1 Welcome & Chair’s address 2 CEO’s address 3 Formal business 4 Poll 4 © 2020 WiseTech Global

5. Slide 5: Chair's Address - Andrew Harrison

   Andrew Harrison CHAIR’S ADDRESS © 2020 WiseTech Global 5

6. Slide 6: COVID-19 response

   COVID-19 response • Rapid response due to early visibility into disruption of trade flows • Prioritised safety and wellbeing of our people, partners & communities • Proud of resilience and dedication of staff • Commitment to ensuring customers can keep global supply chains moving 6 © 2020 WiseTech G

7. Slide 7: Financial highlights

   Financial highlights Total revenue EBITDA Statutory NPAT $429.4m ↑23% $126.7m ↑17% $160.8m ↑197% on FY19 on FY19 on FY19 20% CargoWise growth EBITDA margin 30% includes non-cash (non-taxed) CargoWise 48% in FY20 fair value gain of $111.0m despite COVID-19 headwinds Underlying NPAT Operating cash flo

8. Slide 8: Board evolution

   Board evolution Arlene Tansey Independent Non-Executive Director since June 2020 • Extensive ASX-listed governance experience • 30-years international experience in financial services & investment banking • Appointed Chair of the Audit Committee in October 2020 Additional Independent Non-executive D

9. Slide 9: Corporate social responsibility

   Corporate social responsibility Governance standards • Significant importance to governance standards Contributing to sustainable logistics • Positive contribution to communities • Technology solutions important role in improving resource usage Diverse & inclusive workforce • 2,000 people globally –

10. Slide 10: Richard White, Founder & CEO

    CONFIDENTIAL BOARD DRAFT 150820 Richard White FOUNDER & CEO © 2020 WiseTech Global 10

11. Slide 11: Emerging stronger from challenges of COVID-19

    Emerging stronger from challenges of COVID-19 Logistics industry Our platforms & and our technology data centres of critical supporting importance customers Providing real-time Strong product data to assess outcomes & impact on productivity businesses increases 11 © 2020 WiseTech Global

12. Slide 12: Ongoing investment in product development & innovation

    Ongoing investment in product development & innovation 41% increase in R&D investment in FY20 (vs FY19) 37% Extending CargoWise Build out global engines Global customs and of revenue invested in FY20 functionality and ecosystem cross-border compliance $438m invested in last 5 years 1,100+ product up

13. Slide 13: Continued market penetration

    Continued market penetration • CargoWise has 23 large global freight CARGO-PARTNER forwarders^ with global rollouts in process CEVA LOGISTICS or completed. 11 of these are in the top 25 2000 - 2008 HELLMANN TOLL • Recent sales acceleration and a strong pipeline ROHLIG MAINFREIGHT A.HARTRODT are driv

14. Slide 14: Strategic acquisitions & integration

    Strategic acquisitions & integration Integration process Build product + Grow Integrate operations commercial foundation Revenue + Expand 3–12 months Foothold: 12-36 months Margins Adjacency 3+ years Extract efficiencies Accelerate integration and execution (1) 14 © 2020 WiseTech Global 1. BorderWis

15. Slide 15: Structural sector changes – accelerated by COVID-19

    Structural sector changes – accelerated by COVID-19 Move away from legacy systems with CargoWise is a micro-point systems highly integrated, fully digital & inherent cyber global logistics platform security risks Adopting Enables customers to integrated global technology better plan, visualise and –

16. Slide 16: Next horizon

    Next horizon Product Penetration Profitability Expand Expand Drive technology market operational lead penetration efficiency • Drive CargoWise platform • Drive global rollouts – top 25 • Self-service portal – & product suite evolution freight forwarders and top automate manual customer • Accelerate

17. Slide 17: Outlook & FY21 guidance

    Outlook & FY21 guidance FY21 revenue • WiseTech has remained resilient through COVID-19 $470m - $510m and recovery momentum improving since July 9% - 19% FY21 growth vs FY20 • COVID-19 disruptions provide tailwinds for FY21 EBITDA growing market share $155m - $180m • Seeing increased demand amongst

18. Slide 18: Strategic opportunities

    Strategic opportunities Clear goal to empower & enable the world’s supply chains Product pipeline and R&D providing competitive edge & significant profitability opportunity Ideally positioned to deliver continued growth & market penetration Comprehensive strategy & financial firepower to fund growth

19. Slide 19: Formal Business

    Formal Business © 19 2020 © 2020 19 WiseTech WiseTech Global Global

20. Slide 20: Appendices

    Appendices Slides • FY21 guidance – Key assumptions and sensitivities • FY21 COVID-19 assumptions and F/X sensitivities © 2020 WiseTech Global 20

21. Slide 21: FY21 guidance – key assumptions and sensitivities

    FY21 guidance – key assumptions and sensitivities Background FY21 guidance • FY21 guidance based on five significant FY21 revenue 1. CargoWise: recurring revenue market share growth of 15%-30% parameters. Uncertainty around future • allowed for 15-30% YOY organic growth (usual range 20-30%) economic

22. Slide 22: FY21 guidance COVID-19 impact assumptions, F/X

    FY21 guidance COVID-19 impact assumptions, F/X What is included in the FY21 guidance: FX rates v FY20 FY21 Foreign Exchange: AUD 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 currencies,

23. Slide 23: www.wisetechglobal.com/investors

    www.wisetechglobal.com/investors

WiseTech Global — Shareholder Meeting (2020) on 6ix