Wisetech Global Ltd. · ASX:WTC
Wisetech Global — Investor Day (2020)
13 slides from Wisetech Global's investor day presentation, 2020
Slide 1: CEO introduction: Strategic priorities - the focus is global
CEO introduction: Strategic priorities - the focus is global Richard White Founder and Chief Executive Officer 4 © 2020 WiseTech Global
Slide 2: Introduction
Introduction Total addressable Competitive Strategic focus Product market landscape demos R&D pipeline Integration Commercial Meet WTC update model team 5 © 2020 WiseTech Global
Slide 3: Total addressable market
Total addressable market Global logistics Global supply chain 5% p.a. until 20231 Global 3PL Global 2PL Global 1PL Global Third party Carriers (Ocean, Shippers and logistics providers, Air, Rail, Road, LTL, beneficial cargo logistics market including top 150 FTL, Parcel, owners (BCOs) ~US$9 trillion
Slide 4: The supply chain management IT segment
The supply chain management IT segment Procurement 34% Global supply Supply Global supply chain software chain chain software execution execution IT 31% management IT segment (2019)1 segment (2019)2 US$4.7 billion US$15.2 billion Supply chain planning 35% ~7% WiseTech FY20 revenue as a % of segment3
Slide 5: Acceleration of structural changes
Acceleration of structural changes Well positioned to transform the US$9 trillion1 global logistics market Logistics providers pivot business models and remove legacy systems Move towards integrated digital solutions accelerates 8 © 2020 WiseTech Global 1. Source: Armstrong & Associates, Global 3PL
Slide 6: Competitive landscape is fragmented
Competitive landscape is fragmented – Competitive landscape is fragmented Procurement 34% – Our largest opportunity remains replacing legacy systems – WiseTech is in early stage penetration of the Supply Global supply $USD 4.7 billion1 supply chain execution segment chain chain software execution 31
Slide 7: Complexity of the market
Complexity of the market Truly integrated software is Software user familiarity and expensive, requiring significant business integration create testing and regular updates. customer ‘stickiness’. Attracting talent and building Extensive datasets take time specialist tech teams take time to develop
Slide 8: What differentiates WiseTech from its competitors
What differentiates WiseTech from its competitors Our evolution - product, penetration, profitability and people Model development Building global model Global foundation CargoWise and listing Resources and foothold ’94 – ‘03 ‘04 – ‘07 ‘08 – ‘14 FY15 – FY17 FY18 – FY20 PRODUCT ⎻ Launched ediEnterpri
Slide 9: 'Slower today, faster forever'
‘Slower today, faster forever’ We committed ourselves to standardising the millions of global variations in freight forwarding across: − Countries − Currencies 2.5 million − Languages − Customs − International Regulations development − Trade Lanes − Transport Modes − Conventions hours over − Tax Cod
Slide 10: Designing integrated solutions for industry pain points
Designing integrated solutions for industry pain points 13 © 2020 WiseTech Global
Slide 11: The CargoWise customer value proposition
The CargoWise customer value proposition Across With third party geographies systems Within and With customers With government across modules and partners systems Pay for one system Learn one system Set up one system Enter data in one system Universal price list Thousands of learning resources Exten
Slide 12: Size of the prize for WiseTech
Size of the prize for WiseTech Early stages of market penetration CEVA CARGO PARTNER HELLMANN A.HARTRODT 2000 - 2008 TOLL ROHLIG MAINFREIGHT ARAMEX LOGISTICS PLUS OIA PANALPINA* WACO/TIGERS DSV DHL LOGWIN SEAFRIGO LF LOG UTi# DEWELL YUSEN GEODIS XPO JAS BOLLORÉ Launch of WTC GEFCO CargoWise IPO Prio
Slide 13: Capitalising on the strategic opportunity by focusing on the 3Ps
Capitalising on the strategic opportunity by focusing on the 3Ps Expand Expand Drive technology market operational lead penetration efficiency Product Penetration Profitability ⎻ Expanding global CargoWise ⎻ Enabling greater usage ⎻ Self-service portal platform through innovation by existing custome