Tecsys (TCS) Investor presentation summary

Company vision and market positioning

• Focuses on enabling complex supply chains with visibility, agility, and confidence, especially in unpredictable environments.

• Over 40 years of experience and recognized 15 times in the Gartner Magic Quadrant for WMS.

• Trusted by 40% of Gartner's Healthcare Supply Chain Top 25 for 2025.

• Recognized as a top workplace and among Canada's top growing companies.

Financial performance and growth

• Achieved $193M in total revenue for the last twelve months ending April 30, 2026, with 20% SaaS revenue growth.

• SaaS annual recurring revenue reached $87M, with recurring revenue now 58% of total revenue.

• Q4 FY26 SaaS ARR grew 13% YoY, and Elite SaaS ARR grew 19% YoY.

• Adjusted EBITDA for the trailing twelve months was $20M, up 50% YoY.

• Market cap stands at $518M with a 35¢ annual dividend.

Product and technology platform

• Offers an end-to-end integrated supply chain management platform with AI-driven forecasting, real-time insights, and autonomous execution.

• Core platform supports demand planning, e-commerce, procurement, warehousing, and delivery.

• Flexible, low-code capabilities allow rapid customization and adaptation.