TZ LIMITED — AGM Information 2022

Nov 16, 2022

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TZ: AGM CEO Update November 2022

Disclaimer

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The information contained in this presentation has been prepared by TZ Limited ACN 073 979 272 (Company).

This summary presentation was prepared with due care and attention and is current at the date of the presentation.

The information in this presentation is an overview and does not contain all information necessary for investment decisions. In making investment decisions in connection with any acquisition of securities, investors should rely on their own examination and consult their own legal, business and/or financial advisers.

This presentation is not an offer, invitation, solicitation or other recommendation with respect to the subscription for, purchase or sale of any securities in the Company. This presentation has been made available for information purposes only.

TZ Limited is not licensed to provide financial product advice in respect to TZ Limited shares.

Future Performance Forward looking statements, opinions and estimates provided in this presentation are based on assumptions and contingencies which are subject to change without notice, as are statements about market and industry trends, which are based upon interpretations of current market conditions. Forward looking statements including projections, guidance on future earnings and estimates are provided as a general guide only and should not be relied upon as an indication or guarantee of future performance. An investment in TZ Limited shares is subject to investment and other known and unknown risks, some of which are beyond the control of TZ Limited. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent permitted by law, none of TZ Limited employees, directors or agents, nor any other person, accepts any liability, including, without limitation, any liability arising out of fault or negligence, for any loss arising from the use of information contained in this presentation. In particular, no representation or warranty, express or implied, is given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness of any forecasts, prospects or returns contained in this Presentation nor is any obligation assumed to update such information. Such forecasts,prospects or returns are by their nature subject to significant uncertainties and contingencies. Before making an investment decision, you should consider, with or without the assistance of a financial adviser, whether an investment is appropriate in light of your particular investment needs, objectives and financial circumstances.

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Business Highlights

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MRR Growth Continues

• The Company remains on track for a 50% MRR growth this financial year

• Existing customers delivering positive feedback on the Migration to TZ Cloud

• The company has set September 2023 as end of life (EOL) for all existing perpetual software license customers.

• Migrating these existing perpetual license customers to TZ’s Cloud SaaS model provides opportunity for material growth in MRR.

Software Modernisation (TZx)

• TZ’s software modernisation continues building a new architecture for the core code and migrating 8 forks of software into a single fully integrated fork.

• This modernisation is using the latest software tools and technologies, including machine learning, AI, low code and no-code tools.

• • The first version of our next-gen software (called TZx) will be available in March of next year, with a number of existing customers betatesting the software starting in January 2023.

• Core functionally included in TZx will be a fully headless system with kiosk functionality in the cloud. Also included will be the virtualisation of the exchange point, where each individual locker door can be configured on the fly for all use cases, including package delivery and pickup, personal storage, and Ecommerce click and collect all within the one system.

Transformation

• The company is approximately 50% through its transformation program to migrate from a hardware company to a software company.

• • OPeL shipping in January is a platform based on industry-standard commodity hardware for metal lockers.

• OPeL 2, coming in April, will be our industry-standard commodity hardware system for all our laminate locker systems.

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Business Highlights

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Operational Efficiency

• As TZ rolls out OPeL 1 & 2, the benefits in support, implementation and deployment cost will reduce materially.

• As TZx begins to be deployed, this will also materially reduce our software support and deployment costs through the Automation technologies that we have developed within the platform.

• Continued automation of in-house IT systems. The progress in the last quarter included real-time financial visibility of project status and costs, real-time visibility of forecasted recognised revenue, and automated quote-to-purchase order systems. All these functional systems continue to improve the efficiency and decision-making of the staff and management team.

Ricoh Partnership

• The partnership with Ricoh provided encouraging validation of TZ Cloud as a world-class logistics software. Growth in this partnership is expected to continue as TZ and Ricoh go to market globally with joint bids, with already a number of wins under the new partnership. TZ will continue to invest in the relationship with Ricoh to expand their expertise of our products and support them in key geographies.

New Customer Wins

• Capital Land

• NATO Upgrade

• Virginia Tech Upgrade

• MIT Upgrade

• Infineon

• CSL

• Princeton

• Schneider Electric

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159bn Parcels shipped globally in 2021, up from

131bn In 2020

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Global parcel volume is Global parcel revenue 13 up increased by 17% to Countries studied 21% $491.5bn In 2021

21% Year-over-year

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TZ.net

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----- Start of picture text -----

Number of parcels Number of parcels Number of parcels Number of parcels
per second per day per person per household
4158 5000 359M 436M 34 41 114 137
2020 2021 2020 2021 2020 2021 2020 2021
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TZ.net

Technology is disrupting the logistics Industry

Driven by ecommerce the delivery industry has been forced to reinvent New technology through software. logistics start-ups appear every month, Global Software eats the traditional players are having to logistics Industry.

New technology logistics start-ups appear every month, Global traditional players are having to reinvent themselves

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Virtualised and configured on the fly Kiosk in the cloud Parcel delivery and Pickup E-commerce Click and collect. Personal Storage Corporate Retail Private and Public

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Residential

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TZ.net

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TZ.net

Key Objectives for the remainder of FY23

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• TZx

• Expected delivery TZx in March 2023

• Automate software deployments and support

• • Migrate one single code base.

• MRR

• Continue to grow MRR at 50% YoY

• Fast-track the migration of existing perpetual license customers to TZ Cloud

• • Introduction of new MRR services and products.

• OPeL

• Delivery of first OPeL customer shipments expected during January 2023

• Production scale OPeL deliveries expected during Q1 CY23

• Delivery of First OPeL2 customer shipments in March 2023.

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For more information please visit: https://tz.net or email any queries to info@tz.net