WiseTech Global (WTC) investor relations material

Strategic direction and business transformation

• Launched CargoWise Value Packs, a new commercial model with transactional licensing, bundling over 200 features and simplifying pricing, aimed at deepening market penetration and enabling cost recovery from end customers.

• Integration of E2open expands the addressable market to 500,000 connected enterprises, enhances product offerings, and accelerates delivery of global trade management and CTO solutions.

• Container Transport Optimization (CTO) initiative targets industry inefficiencies, leveraging advanced algorithms and real-time data to optimize container movements, with initial revenues expected in 1H26.

• Strategic focus on product, penetration, and profitability, with organizational alignment and cost synergies from E2open integration underway.

• The platform aims to be the operating system for global trade, connecting carriers, logistics providers, terminals, and shippers in a multi-sided marketplace.

Technology, AI, and product innovation

• Significant investment in AI and automation, with ~$1B in R&D over five years, embedding agentic AI personas and automation across workflows for customs, compliance, and document management.

• AI-driven automation is expected to reduce labor in logistics service providers by over 50% within two years, improving profitability and enabling 24/7 task handling.

• AI Management Engine and ComplianceWise/BorderWise provide scalable problem detection, risk assessment, and automated resolution, supporting complex regulatory environments.

• CTO leverages advanced algorithms for global container optimization, with global rollout planned after initial success in Australia.

• The Ace chatbot enhances user support and workflow efficiency within the CargoWise platform.

Integration, ecosystem expansion, and organizational priorities

• E2open acquisition brings 20 years of R&D, connects to major ocean carriers and blue-chip customers, and is a multi-year integration process focused on cost synergies and product-centric approaches.

• Cost synergies from E2open integration are on track, with $50 million in annual run-rate synergies targeted by FY27.

• Enhanced visibility and planning across the supply chain, with autonomous optimization paving the way for self-correcting, self-healing supply chains.

• Board renewal continues with new independent directors, focusing on governance, succession planning, and E2open integration oversight.

• Management and board are committed to delivering on forecasts, driving product-led growth, and maintaining a high-performance culture.