WiseTech Global (WTC) Investor presentation summary

Strategic positioning and market expansion

• Positioned as critical digital infrastructure across logistics, trade, finance, customs, and verified identity markets, each with high barriers to entry and significant long-term growth potential.

• Expanded strategy leverages network, proprietary data, and deep domain expertise for sustainable competitive advantage.

• Serving over 22,000 logistics companies in 193 countries, including major global freight forwarders and 500,000+ connected enterprises.

• Recent acquisition of e2open and launch of TradeWise broaden reach into global trade orchestration.

• Focus on digitizing compliance, customs, and regulatory processes for faster, more secure cross-border movement.

Financial performance and outlook

• Achieved a 76% increase in revenue and 31% increase in EBITDA in 1H26, driven by the e2open acquisition.

• FY26 EBITDA guidance is $550–$585 million, with margins expected between 40–41%.

• Underlying EBITDA has shown consistent growth, with post-integration margin expansion anticipated.

• Over $1 billion invested in innovation over the past five years to drive efficiencies and output.

Technology and operational efficiency

• Agentic AI drives customer efficiencies, with up to 50% of coding now using AI agents and potential to remove up to 50% of labor costs in logistics.

• AI automates data entry, operational workflows, compliance, and exception management, significantly increasing productivity.

• Internal transformation focuses on productivity, efficiency, and operating leverage, supported by the WiseTech Way and high-performance culture.