WiseTech Global (WTC) Company Presentation summary

Vision and mission

• Aims to be the operating system for global logistics, empowering supply chain operators.

• Focuses on creating breakthrough products for supply chain management.

Leadership and governance

• Appointed three new independent non-executive directors in early 2025.

• Board is seeking two additional independent directors with audit and risk experience.

• Zubin Appoo named Chief of Staff and Deputy Chief Innovation Officer.

• CEO search is underway, with an appointment expected before November 2025.

Market conditions and outlook

• CargoWise recurring revenue grew at a 33% CAGR over eight years, with market conditions contributing 1-3 percentage points.

• Increasing regulatory complexity supports demand for compliance solutions.

• Global container volumes projected to decline by 1% in 2025, contrasting with 5%+ growth in 2024.

• Geopolitical and macroeconomic uncertainties may pose headwinds for FY25.