Felix Group (FLX) investor relations material

Market opportunity and platform vision

• AI-driven procurement platform targets asset-intensive industries, leveraging deep operational understanding and trusted governance to connect enterprises and vendors at scale.

• The platform is already trusted by major organizations across construction, mining, infrastructure, and utilities, with a significant network of enterprises and vendors.

• AI enables scalable, sustainable network value growth, positioning the platform as a central intelligence layer for procurement.

Platform features and differentiation

• Offers a single governed platform with enterprise governance, vendor identity, marketplace, and network intelligence as core pillars.

• Enterprises benefit from a unified governance portal, AI-driven compliance, and workflow tools, while vendors gain universal identity, AI-assisted bidding, and broader market access.

• Platform intelligence provides actionable insights, benchmarking, and risk management, enhancing procurement effectiveness.

Market traction and monetization

• Over $50 billion in contracts managed, 87,000+ unique vendors, and $250 million in marketplace contract value.

• Current annual recurring revenue (ARR) is $7.1 million from enterprises and $1.8 million from vendors, with a total addressable market (TAM) of $375 million in ANZ.

• Achieving a 13% market share could deliver $50 million ARR, with monetization focused on activating and expanding the existing network.