Slide 1: Investor Presentation Q4 FY2026
The heartbeat of modern supply chains. VISIBILITY. AGILITY. CONFIDENCE IN EVERY OUTCOME. Investor Presentation Q4 FY2026 TRUSTED TO DELIVER. BUILT FOR GROWTH.
Slide 2: Safe harbour
Safe harbour The statements in this presentation relating to matters that are not historical fact are forward-looking statements that are based on management's beliefs and assumptions. Such statements are not guarantees of future performance, and are subject to a number of uncertainties, including b
Slide 3: Our story is all about our customers
To ensure the most complex supply chains run without skipping OUR VISION a beat — with visibility, agility and confidence, even in the most unpredictable environments. TECSYS AT A GLANCE We power supply chains that work in the real world — Our story is OUR MISSION combining flexible solutions with t
Slide 4: 40+ years trusted provider of supply chain technology
40+ years 15 times 40% of Gartner’s Healthcare of complex Tecsys named in Supply Chain Top 25 for supply chain the Gartner Magic 2025 are Tecsys experience Quadrant for WMS customers Trusted provider of supply chain technology for the world’s most complex supply networks 4
Slide 5: Global reach and financial strength
Global reach and financial strength 1,000+ 20% $193M $87M 682 Customer sites SaaS revenue Total Revenue* SaaS Annual Employees** growth* 74% USA Recurring Revenue** 16% Canada 10% ROW (primarily Europe) * Last twelve months, April 30, 2026 5 ** On April 30, 2026
Slide 6: Elite: end-to-end integrated supply chain management solutions
End-to-end integrated supply chain management solutions. An AI-enabled technology platform for success. POU Point of use CONSUME PLAN BUY STORE SELL FULFILL Demand Procurement, Warehousing E-commerce, order Distribution, COMPLETE forecasting and contracting and and inventory management and pick, pac
Slide 7: Recurring revenue evolution
Recurring revenue evolution Recurring revenue as a percentage of total revenue 58% 56% 50% SaaS growth driving recurring revenue to 46% 58% of total revenue for the year ended April 30, 2026 2023 2024 2025 2026 7
Slide 8: Customers
Customers Percentage of SaaS annual recurring revenue 81% 19% Healthcare General distribution Solutions built on experience: Delivering end-to-end solutions with technology and services 8
Slide 9: Healthcare supply chains are stressed
Healthcare supply chains are stressed Point of use breakdowns Fragmented Drug shortages dominate standardization and data- disruptions sharing across networks No real-time visibility Dynamic regulatory across inventory and care requirements settings Extraordinary pressure on supply chain
Slide 10: Total supply chain software ARR market size
Total supply chain software ARR market size Target addressable market GENERAL H E A LT H S Y S T E M S DISTRIBUTION AND PROVIDERS $9.6B $2.7B U.S./CAN: $6B W. EU: $3.6B Total market U.S./CAN ARR $12.3B Western European market estimated at 60% of U.S./Canada market 10 All amounts are presented in Can
Slide 11: Narrowing our focus: End-to-end healthcare supply chain
Narrowing our focus: End-to-end healthcare supply chain Key segments within total addressable market GENERAL H E A LT H S Y S T E M S DISTRIBUTION AND PROVIDERS Focus areas Focus areas Life sciences and biomedical Medical and pharmaceutical distribution ARR Large IDNs Multisite health systems Health
Slide 12: U.S. health systems and providers market opportunity
U.S. health systems and providers market opportunity Becoming dominant in U.S. health systems market: The $1.5B ARR* opportunity Health systems Base account market share penetration 28% 382 85% ARR opportunity: $1.5B 15% ARR opportunity with current base: Target health systems $166M 72% Market oppor
Slide 13: Additional ARR from markets where we excel
Additional ARR from markets where we excel Opportunities within selected non-healthcare market segments in U.S., Canada and Western Europe R E TA I L A N D GENERAL MARKETS E-COMMERCE 3PL PROVIDERS $105M $69M Additional INDUSTRIAL AND ARR H E AV Y E L E C T R I C A L S U P P LY $390M MACHINERY $183M
Slide 14: Partner ecosystem - Accelerate growth
Delivering exceptional innovation and service together Partner ecosystem - Accelerate growth TECHNOLOGY PARTNERS ADVISORY AND SERVICE PARTNERS AWS, Workday, Oracle, Locus Robotics, Deloitte, KPMG, Avalon CSC, RiseNow Zebra Technologies, TraceLink and Consulting, Sequoia Group and Berkeley Autostore
Slide 15: SaaS annual recurring revenue (ARR) growth
SaaS annual recurring revenue (ARR)1 growth in $CAD millions 86.8 83.3 76.5 79.3 81.1 19% Q4 FY26 EliteTM SaaS ARR2 growth YoY (21% on a constant currency basis) 13% Q4 FY26 SaaS ARR1 growth YoY (15% on a constant currency basis) Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 1 Refer to April 30, 2026, Man
Slide 16: Elite SaaS ARR net retention rate
Elite SaaS ARR net retention rate 115% 113% 112% 110% 106% 106% 105% 102% 106% LTM Q4 2026 100% EliteTM SaaS ARR net retention rate 95% Net Retention = (Existing customer expansion less 90% churn) divided by Beginning period EliteTM SaaS ARR 85% 80% 2022 2023 2024 2025 LTM Q4 2026 16
Slide 17: SaaS remaining performance obligation (RPO)
SaaS remaining performance obligation (RPO)1 in $CAD millions 243 217 197 12% Q4 FY26 SaaS RPO1 YoY Growth (14% on 138 a constant currency basis) 94 2022 2023 2024 2025 Q4 2026 17 1 Refer to April 30, 2026, Management Discussion and Analysis “Key Performance Indicators”
Slide 18: Projected SaaS margin expansion
Projected* SaaS margin expansion Previously sub-scale SaaS business at an inflection point. Current EliteTM product margins on latest infrastructure are running at over 75%. AEBITDA FY27P represents guidance mid-point. AEBITDA FY28P is a directional target. * Refer to April 30, 2026, Managem
Slide 19: Financial highlights
Financial highlights in $CAD thousands except EPS Q4 2026 Q4 2025 Δ YoY Q4 2026 TTM Q4 2025 TTM Δ YoY $ % $ % $ % $ % $ % $ % SaaS Revenue 21,488 43% 18,375 39% 3,113 17% 80,412 42% 67,071 38% 13,341 20% Maintenance and Support Revenue 7,383 15% 7,910 17% (527) -7% 30,694 16% 32,470 18% (1,776) -5%
Slide 20: Corporate overview
Corporate overview $518M 35¢ 16% Market cap** Symbol TCS Dividend per year* Insider ownership** 14.4M S/O ATB Cormark Capital Markets Brokerage National Bank Financial Raymond James coverage Stifel * Last twelve months, April 30, 2026 20 ** On April 30, 2026
Slide 21: Reasons to invest
Well positioned to dominate global $3B ARR TAM across $3B ARR TAM health systems and targeted distribution markets Reasons 20% SAAS REVENUE GROWTH LTM April 30, 2026, YoY SaaS revenue growth of 20% to invest 2.4X NTM Trading at 2.4x NTM EV/sales, a 60% discount to its closest EV/SALES comparable MAN
Slide 22: Thank you.
Thank you. The heartbeat of modern supply chains. VISIBILITY. AGILITY. CONFIDENCE IN EVERY OUTCOME.