Freightos Limited · NASDAQ:CRGO
Freightos — Investor Presentation (February 2026)
23 slides from Freightos's investor presentation, February 2026
Slide 1: Investor Presentation
Investor Presentation Nasdaq: CRGO February 2026
Slide 2: Disclaimer
Disclaimer About this Presentation This presentation does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any security. Please see our SEC filings for the most up to date information. The information contained herein does not purport to be all-inclusi
Slide 3: Disclaimer
Disclaimer This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “estimate,” “plan,” “project,” “forecas
Slide 4: Digitalizing Global Freight: the booking.com of international cargo
Digitalizing Global Freight The booking.com of international cargo 4
Slide 5: A $600B+ industry still run mostly offline
A $600B+ industry still run mostly offline Carriers Freight Importers Forwarders /Exporters Freight booking today requires manual coordination across multiple parties, with opaque pricing and delays Sources: Company estimates 5
Slide 6: And supply chains that change every minute
And supply chains that change every minute Forwarders and Carriers are shippers need seeking greater Rate and capacity real-time control over volatility and procurement to pricing, yield, and disruptions support real-time distribution decisions 6
Slide 7: A vendor-neutral digital backbone connecting global freight procurement
A vendor-neutral digital backbone connecting global freight procurement Carriers Platform Freight Platform Importers / Forwarders Exporters 7
Slide 8: Strong transaction growth reflects rising adoption across the ecosystem
Strong transaction growth reflects rising adoption across the ecosystem and increasing liquidity Number of Transactions 8
Slide 9: The pricing and booking operating system that powers that growth
The pricing and booking operating system that powers that growth Carriers Freight Importers / Platform Forwarders Platform Exporters Solutions (SaaS subscriptions, data, procurement) Tendering Sales Portal Rate management Sales Portal Procurement Market Intelligence Market Intelligence Market Intell
Slide 10: Creating a unique double-sided SaaS-enabled marketplace
Creating a unique double-sided SaaS-enabled marketplace Carriers Freight Importers / Platform Forwarders Platform Exporters Solutions SaaS subscriptions, data, procurement Analogy 10
Slide 11: Significant adoption across key freight ecosystem participants
Significant adoption across key freight ecosystem participants Platform Active Carriers Forwarder Customers Platform Unique Buyer Users 77 4,000+ 20,700 Cargo Airlines Forwarders Importers / Exporters 19 of top 20 20 of top 20 13,000+ 11
Slide 12: Forwarder usage expansion drives carrier-side booking growth and retention
Forwarder usage expansion drives carrier-side booking growth and retention Q4 25 Platform Bookings (#) by Cohort 16 12 8 4 Quarters Quarters Quarters Quarters 12
Slide 13: Expanding from Workflow to Liquidity Across Modes
Expanding from Workflow to Liquidity Across Modes 2019 2020 2021 2022 2023 2024 2025 2026-2028 Air Rate Management (solution) Air carrier booking (platform) Procure (tender management solution) Ocean Rate Management (solution) Ocean carrier booking (platform) Tender booking (platform)
Slide 14: A double marketplace flywheel that compounds liquidity and transaction depth
A double marketplace flywheel that compounds liquidity and transaction depth Greater liquidity → better choice and pricing Import/ Carriers Freight exporters forwarders Higher transaction depth → better utilization and yield Scale, neutrality, and workflow integration create a durable barrier to repli
Slide 15: Monetizing the network: SaaS and transaction fees
Monetizing the network: SaaS and transaction fees Solutions revenue: Platform revenue: SaaS and Data solutions, primarily via Fees associated with Transactions recurring subscriptions to forwarders booked between Buyers and Sellers of freight service 15
Slide 16: Platform revenue dynamics: mix, fee model & growth timing
Platform revenue dynamics: mix, fee model & growth timing Forwarder-shipper Fee mostly % of GBV Take Rate Carrier - Forwarder Fee mostly flat / Transaction (stable) Growth rate Drivers of platform expansion over time: More transaction More [More ocean types and transaction supply and SMB complexity t
Slide 17: A cost structure built to scale toward breakeven
A cost structure built to scale toward breakeven Non-IFRS Gross Margins 17
Slide 18: On Track to Profitability With Cash at Hand
On Track to Profitability With Cash at Hand Cash and Short term deposits Adjusted EBITDA ($K) Adjusted EBITDA Margin and investments ($M) -73% -73% -104% -121% * Represented EBITDA without the Shipsta acquisition, of approximately $2.7M . 18
Slide 19: 2026 Plan
2026 Plan SaaS-first to Evaluate focus Focus on feed long term based on end to end platform growth customer workflows impact, reliability, and ROI. 19
Slide 20: 2026 a Transition Year
2026 a Transition Year Management Expectations Q1 2026 FY 2026 Transactions (k) 446 - 451 1,937 - 1,975 Year over Year Growth 20% - 22% 18% - 20% GBV ($m) 335 - 341 1,514 - 1,537 Year over Year Growth 21% - 23% 18% - 20% Revenue ($m) 7.4 - 7.5 31.2 - 32.8 Year over Year Growth 7% - 9% 6% - 12% Adjus
Slide 21: Long-term operating model and financial trajectory
Long-term operating model and financial trajectory Management framework for 2027-2030 #Transactions & GBV Revenue Growth of 20%-30% per year Growth of 25-30% per year Gross Profit Margin Adjusted EBITDA margin 70-80% (non-IFRS) Up 8-12 percentage points per year
Slide 22: Making global trade frictionless.
Making global trade frictionless. freightos.com/investors | Nasdaq:CRGO 22
Slide 23: Glossary
Glossary Platform Volume KPIs Description Number of bookings for freight services, and related services, placed by Buyers across the Freightos platform with third-party sellers and with Clearit. Sellers of Transactions include Carriers (that is, airlines, ocean liners and LCL consolidators) and also