Gentrack Group (GTK) Investor presentation summary

Vision and strategy

• Aims to accelerate the global transition to net zero by modernizing energy and water retailers, leveraging cleantech and customer-centric values.

• Focuses on leading IT transformation in utilities, supported by a strong balance sheet and advanced technology stack.

• Targets a $17bn total addressable market across Europe, Asia, and the Middle East, with ambitions to operate in 40+ countries and cover 400m+ meter points.

Business performance and growth

• Reports strong financial health with $85m in cash at FY25 end and significant revenue growth projections.

• Veovo, its airport technology arm, has doubled revenue and expanded its global airport footprint, maintaining high customer retention.

• Pipeline maturity includes preferred vendor status at three utilities and active engagement in several major contract processes.

Technology and innovation

• Launched the g2.0 technology stack, enabling rapid deployment, product flexibility, and reduced complexity for utilities.

• Toolbox Platform and no-code product builder empower utilities to innovate, build AI agents, and customize operating models.

• AI and machine learning are core to new capabilities, driving automation, customer experience, and operational efficiency.