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WiseTech Global (WTC) investor relations material
WiseTech Global H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue grew 76% year-over-year to AUD 672 million ($672m), driven by the e2open acquisition and organic CargoWise growth, with EBITDA margin at 38%.
AI transformation and automation are accelerating, with deep integration into workflows and a shift to an AI-led operating model, targeting up to 50% headcount reduction in product, development, and customer service by FY27.
CargoWise Value Packs rolled out to ~95% of customers, shifting to transaction-based pricing and driving future revenue growth.
E2open integration achieved AUD 50 million in annualized cost synergies 18 months ahead of plan, significantly expanding the addressable market.
Net profit after tax declined 36% to $68.1m due to higher finance and integration costs, while underlying NPAT rose 2% to $114.5m.
Financial highlights
Total revenue: AUD 672 million ($672m), up 76% year-over-year, driven by e2open and CargoWise; organic revenue up 7%.
CargoWise revenue: AUD 372.4 million, up 12% (9% organic); recurring revenue at 99%.
EBITDA: AUD 252.1 million, up 31% year-over-year; reported margin 38% (down 13pp due to e2open and restructuring costs); organic EBITDA margin 51%.
Underlying NPAT: AUD 114.5 million, up 2%; statutory NPAT: $68.1m, down 36%; free cash flow: AUD 153.6 million, up 24%.
Interim dividend: AUD 0.068 per share, up 1%, payout ratio 20% of underlying NPAT.
Outlook and guidance
FY26 revenue guidance reaffirmed at $1.39b–$1.44b (up 79%–85%), EBITDA $550m–$585m (up 44%–53%), margin 40%–41%, excluding restructuring impacts.
CargoWise revenue growth expected at 14–21%; initial CTO revenues and e2open full-year contribution assumed.
Margin expansion expected from efficiency programs and cost synergies; restructuring costs to offset savings in FY26, with material benefits from FY27.
FX tailwind of ~$10m expected, largely neutral to EBITDA.
Guidance subject to stable market conditions and continued customer retention.
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