WiseTech Global : Annual General Meeting (wtc 2025 agm slides)

About this update from Wisetech Global Ltd.

‌Annual General Meeting‌ 21 November 2025 Financial data: All dollar values are in U.S. dollars (USD) unless otherwise presented. © 2025 WiseTech Global ‌WiseTech Global Limited Board and Officers Richard White Co-founder & Executive Chair Andrew Harrison Lead Independent Director Rob Castaneda Independent Non-Executive Director Chris Charlton Independent Non-Executive Director Sandra Hook Independent Non-Executive Director Maree Isaacs Executive Director, Co-founder and Head of License Management Zubin Appoo Chief Executive Officer Katrina Johnson Group Company Secretary & Head of Regulatory Affairs 2 © 2025 WiseTech Global ‌Attend AGM online Online meeting guide wisetechglobal.com/investors/shareholder -services/#annual-general-meetings Access virtual meeting https://meetings.openbriefing.com/WTC25 How to vote Click ' Get a Voting Card ' button How to ask a question Click ' Ask a Question ' or ' Audio Question ' button H E L P N U M B E R : + 6 1 1 8 0 0 9 9 0 3 6 3 3 © 2025 WiseTech Global ‌How to ask written questions through the online meeting platform Click ' Ask a Question ' button either at the top or bottom of the webpage. Enter your Shareholder Number (SRN/HIN) and postcode or Proxy Number and click ' Submit Details and ask a Question '. In the ' Regarding ' section click on the drop down arrow and select the category/resolution for your question. Click in the ' Question ' section and type your question and click on ' Submit '. You can view your questions in 'View Questions' section. Click ' Submit Another Question ' in 'View Questions' box if you would like to ask another question. 4 © 2025 WiseTech Global ‌How to ask audio questions Click ' Go to Web Phone ' button. Type in your name and hit the green call button to be in the meeting and listen to proceedings. Select ' Start Call ' on the microphone test box. When the Chair calls for questions on each resolution, press *1 on your keypad to notify the operator that you have a question. When it is your time to ask your question, the moderator will introduce you to the meeting, your line will be unmuted and you will be prompted to speak. 5 © 2025 WiseTech Global ‌How to vote on items of business by poll Click ' Get a Voting Card ' button either at the top or bottom of the webpage. Enter your Shareholder Number (SRN/HIN) or Proxy Number and click ' Submit Details and Vote '. 6 © 2025 WiseTech Global ‌How to vote on items of business by poll (continued) Select either ' Full Vote ' or ' Partial Vote '. Place your vote by clicking ' For ', ' Against ' or ' Abstain ' voting buttons. If you would like to submit a partial vote, ensure you enter the number of votes for any or all resolutions. Click ' Submit Vote ' or ' Submit Partial Vote ' button to complete your vote. You may cast your live vote at any time during the AGM You must log on to the online platform to cast the live vote Live voting will close approximately five minutes after the close of the AGM 7 © 2025 WiseTech Global Lead Independent Director's address Executive Chair's address CEO's address Formal business Poll ‌Agenda © 2025 WiseTech Global ‌Lead Independent Director's address ANDREW HARRISON © 2025 WiseTech Global ‌Board composition Andrew Harrison Lead Independent Director Chris Charlton Independent Non-Executive Director Sandra Hook Independent Non-Executive Director Rob Castaneda Independent Non-Executive Director 10 © 2025 WiseTech Global ‌Executive Chair's address RICHARD WHITE © 2025 WiseTech Global ‌Board retirements Charles Gibbon Independent Non-Executive Director Michael Gregg Independent Non-Executive Director 12 © 2025 WiseTech Global ‌CEO's address ZUBIN APPOO © 2025 WiseTech Global ‌FY25 financial performance EBITDA margin rate ahead of expectations Total revenue $778.7m ↑ 13% organically 1 ( ↑ 14% reported) on FY24 Total revenue growth $95.1m Recurring revenue 98% (↑ 1pp) CargoWise revenue $682.2m ↑ 17% organically ( ↑ 18% reported) on FY24 Total CargoWise revenue growth $104.5m CargoWise recurring revenue 99% EBITDA ex. e2open M&A 2 $409.5m ↑ 26% ( ↑ 17% reported EBITDA) on FY24 EBITDA margin ex. e2open M&A 2 53% (↑ 5pp) Reported EBITDA margin 49% (↑ 1pp) Underlying NPAT 1 $241.8m ↑ 30% on FY24 Statutory NPAT $200.7m (↑ 17%) Underlying EPS 72.8 cps (↑ 30%) Free cash flow $287.0m ↑ 31% on FY24 Operating cash flow $436.5m (↑ 25%) Free cash flow conversion rate 75% (↑ 8pp) 51% Rule of 40 1 Final dividend 7.7 cps ↑ 24% on FY24 Fully franked Payout ratio 20% of Underlying NPAT 14 © 2025 WiseTech Global See definitions on slide 45 on FY25 Investor presentation. For Underlying NPAT see also reconciliation on slide 43 of FY25 Investor presentation. Excludes $27.9m one-time e2open M&A costs recorded in G&A. ‌CargoWise penetration Expected users from two new Top 25 wins in FY25 are greater than 3X FY24 wins Two new global rollouts by LGFFs 1 secured since 1 July 2024: Nippon Express (Top 25) LOGISTEED (Top 25) Two Top 25 wins in FY25 vs. typically one in prior years Two transitions from 'Contracted' to 'In Production': Three additional organic rollouts 'In Production' : • • Hellmann FedEx • • • SPARX MOL Logistics Mondiale VGL Recent industry consolidation: DSV #3 acquires DB Schenker #4 Top Global Freight Forwarder 5 Nippon Express acquires cargo-partner Since 1 July 2024: CargoWise had global rollouts 'In Production' or 'Contracted and In Progress' with 55 LGFFs: 42 'In Production' 1 13 'Contracted and In Progress' 1 (i.e. in the process of a global rollout) Including 14 Top 25 customers FRACHT LOGISTICS PLUS 25 YUSEN OIA OMNI LOGISTICS SEKO MAINFREIGHT TRANSTAR 25 25 TOLL ROHLIG DSV / DB SCHENKER 5 OEC BBL CARGO GRUPO TLA LOGISTICS 25 TIBA TECH KUEHNE + NAGEL PENTAGON FREIGHT MORRISON EXPRESS DB GROUP 25 25 UPS EMO TRANS 25 CEVA 4 SINOTRANS 25 EV CARGO DE WELL 25 25 SEAFRIGO FEDEX IFB APL LOGISTICS YAMATO TRANSPORT DHL BOLLORÉ 4 HELLMANN LOGWIN NOATUM CLASQUIN EFL ASIA SHIPPING ARAMEX A. HARTRODT BRINK'S NTG 15 © 2025 WiseTech Global See definitions on slide 45 of FY25 Investor presentation. Global rollouts - CargoWise application suite Large Global Freight Forwarders 2,3 WTC IPO CW Next launched CW One & STL launched LOGISTEED FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 NIPPON EXPRESS FY25 Contracted and In Progress of global rollout In Production - global and rolled out 25 Top 25 Global Freight Forwarder In Production - global status achieved organically in FY25 25 GEODIS JAS GEBRUDER WEISS 25 25 SPARX AIT WORLDWIDE LOGISTICS LIGENTIA MONDIALE VGL HANKYU HANSHIN DEUGRO MOL LOGISTICS MAERSK 25 Reconciliation of global rollouts reported at FY25 on slide 44 of FY25 Investor presentation. Customers have been categorized in the financial year that reflects the later of their CargoWise application suite revenue cohort or global contract signing date (if applicable). CEVA and Bolloré to be consolidated into a single customer in the future following Armstrong & Associates, Inc reporting. DSV completes acquisition of Schenker, 30 April 2025. ‌Strategic priorities e2open acquired Completed strategically significant acquisition of e2open on 4 August 2025, expanding our total addressable market (TAM) in the $11+ trillion global trade and logistics market. Integration on track. Recently launched new CargoWise commercial model ready to rollout New CargoWise commercial model expected to drive long-term product adoption, deeper market penetration and additional value creation through deep AI workflow and management engine opportunity. Breakthrough products progressing towards revenue generation CargoWise Next rolled out; potential value of Container Transport Optimization has increased, strategic partnership with ACFS Port Logistics announced. Significant long-term value creation opportunities 16 © 2025 WiseTech Global ‌E2open expands our ecosystem and extends our vision Be the operating system for global trade and logistics T R A D E L O G I S T I C S T R A D E Supply Side Management e2open Global Trade Mgt Compliance Logistics Mgt e2open Domestic DC Warehouse WTC Domestic Logistics WTC/e2o International Customs Warehouse WTC Landside Logistics WTC/e2o Customs and Border Compliance WTC/e2o International Freight Forwarding WTC Customs and Border Compliance WTC/e2o Landside Logistics WTC/e2o International Customs Warehouse WTC Domestic Logistics WTC/e2o Domestic DC Warehouse WTC Trade, Compliance Management e2open Supply, Channel, Planning, Demand Mgt e2open F L O W O F G O O D S B U I L D I N G A T R U E M U L T I - S I D E D M A R K E T P L A C E Connecting carriers, logistics providers, Improved planning, management, terminals, transporters, traders, importers, visibility, predictability, yield exporters, shippers, brand owners, governments Domestic and international trade compliance embedded across the platform Connecting the world of trade and logistics - digital docs, straight through digital processing 17 © 2025 WiseTech Global ‌New CargoWise commercial model Pre-2008 OTL One-time license 2008 MUL Module user license Per user Per module Per month 2014 STL Seat plus transaction license 2025+ CVP CargoWise Value pack -a pure transactional license 4 th generation evolution of our commercial model The highly compelling licensing model is an extensive and valuable package of logistics and supply chain software capabilities 18 © 2025 WiseTech Global Enables deeper penetration into our existing customer base and expansion into new segments including SMEs Ensures we're positioned to capture the full commercial value of AI ‌AI Workflow Engine uses Agentic AI Personas Agentic AI driven operations automate tasks and lower labor costs E X A M P L E A I W O R K F L O W : - I M P O R T C U S T O M S E N T R Y - J O B R E G I S T R A T I O N Review and refine Review and refine T A S K 1 T A S K 2 T A S K 3 T A S K 4 T A S K 5 T A S K 6 C A R G O W I S E W O R K F L O W C A R G O W I S E W O R K F L O W S T A R T E D Ingest and attach all documents, verify, request needed documents Import commercial invoice data Customs data initial eval Classify goods, add harmonized code, goods origin, invoice terms, VFD, etc. Verification by responsible party Invoice customs e ntry and service fees, obtain customs release C O M P L E T E D Pass to next workflow (container release /delivery) Workflow Orchestrator Sets/creates workflow tasks Document Manager Reviews documentation Identifies and requests missing documentation Operator Completes all data entry Classification Review Invoice lines and document evaluation Additional data requests Customs Classifier Classifies against the working tariff Orchestrator Engages importer or customs expert Complete entry and submit Invoicing Assistance Invoicing and work finalization assistant Workflow Orchestrator Complete workflow or trigger next workflow Seamlessly embedded into CargoWise's Workflow for all įob types Complete data entry, verification and compliance tasks using pre-trained Agentic AI Personas Smart, real-time, context-aware AI responses 24/7 task handling and productivity Importer/Broker (Human verifies and submits entry) 19 © 2025 WiseTech Global ‌Container Transport Optimization (CTO) S H I P P E R S I M P O R T E R S T R U C K S C O N T A I N E R T R A N S P O R T O P T I M I Z A T I O N T E R M I N A L S L S P s D R I V E R S C O N T A I N E R S L A N D T R A N S P O R T C O M P A N I E S E X P O R T E R S Enables transport companies, shippers, and logistics providers to maximize efficiencies across container movements using advanced optimization algorithms Sophisticated, optimized, automated planning and predictable execution and real time data Significantly lowers both operating costs and environmental impact E2open and INTTRA brings expanded visibility of nearly 40m additional containers across the supply chain Initial launch and revenues expected in 1H26, with continued product and commercial model maturation into FY27+, supporting growth beyond FY26 launch 20 © 2025 WiseTech Global ‌Sustainability & ESG Offset 100% of our Scope 1 and 2 emissions Transitioned our Sydney headquarters to 100% renewable electricity. Continued to invest in people & skills WiseTech Earn & Learn program supports 127 Associate Software Engineers. WiseTech Academy now free For CargoWise customers globally, making world-class logistics education accessible to all. 21 © 2025 WiseTech Global ‌FY26 guidance Strong growth outlook focused on strategic foundations for the future Guidance provided in line with these assumptions, those in the Appendix, slide 36 in the FY25 Investor presentation and to be read in conjunction with the FY25 pro forma on slide 15 Uncertainty around future economic and industrial production growth. Prevailing uncertainties relating to sovereign and geopolitical risk may also reduce assumed growth rate. FY26 revenue $1.39b - $1.44b 79% - 85% FY26 growth vs. FY25 FY26 EBITDA $ 550m - $585 m 44% - 53% FY26 growth vs. FY25 FY26 EBITDA % 40% - 41% (9)pp - (8)pp FY26 vs. FY25 FY26 guidance assumptions Includes e2open from 4 August 2025, ~11 months in FY26 1 CargoWise: revenue growth of ~14% to 21% Organic growth led by LGFF rollouts and new & existing customer growth Initial revenues from launch of CTO and rollout of the new commercial model, starting in 1H 1H/2H skew ~3pp more weighted to 2H than in FY25 due to launch and rollout of new products and commercial model 2 Non-CargoWise: Minor revenue reduction as customers convert and non-recuring revenue exited, as expected 3 • E2open revenue assumptions: In line with e2open full year-ended February 2026 pre-acquisition guidance ($600m-$618m), adjusted for expected reduction in professional services reflecting long-term strategic focus on recurring revenue Range includes minor continued attrition in subscription revenue prior to implementing long-term retention strategies 4 FX: ~$10m FX tailwind on total revenue, most in 2H FX tailwind partially offset with cost headwind, essentially neutral to EBITDA See Appendix for sensitivity analysis 5 Operating expenses and cost of revenue: Margin expansion from remaining run rate savings from $40m company-wide efficiency program Phased restructure program ~$18m annual run rate savings target by end FY27 with FY26 net cost out of ~$9m PD&D costs expected to moderate as R&D focus on hiring senior developers & leveraging AI Development process efficiency with capitalized development in the ~55% range, excluding e2open 6 EBITDA and EBITDA %: expect FY26 EBITDA margin exit run rate 43% to 44% >10pp of margin rate dilution from first time consolidation of e2open FY26 includes ~$45m-$50m of one-off e2open integration, retention and break costs driving 2-3pp of margin dilution 2H margin expansion driven by cost efficiencies, launch of new products and roll-out of new commercial model 22 © 2025 WiseTech Global ‌WiseTech's 3P strategy Vision: Be the operating system for global trade and logistics People: Powered by our talented people, and accelerated by our innovation culture and targeted acquisitions Product Extend technology lead Penetration Expand market penetration Profitability Enhance operating leverage 23 © 2025 WiseTech Global ‌Formal business © 2025 WiseTech Global ‌© 2025 WiseTech Global For more information visit wisetechglobal.com/investors

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