TZ LIMITED — Investor Presentation 2021

Dec 2, 2021

Level 2, 40 Gloucester Street The Rocks NSW 2000 Australia Telephone (+61) 2 9137 7300

==> picture [51 x 51] intentionally omitted <==

TZ Limited

www.tz.net

ABN 26 073 979 272

3 December 2021 ASX Announcement

TZ – Investor Presentation

TZ Limited (the ‘Company’) (ASX: TZL) is pleased to announce its participation in the ShareCafe Small Cap ‘Hidden Gems’ webinar, to be held Friday 3rd of December 2021 from 12:30pm AEDT.

Chief Executive Officer Mario Vecchio will provide an overview of TZ and give an update on recent activity.

This webinar is able to be viewed live via Zoom and will provide viewers the opportunity to hear from, and engage with, a range of ASX-listed leading micro/mid cap companies.

To access further details of the event and to register at no cost, please visit: https://us02web.zoom.us/webinar/register/5416151767246/WN_yxNAuZ51RWK4k0xE_eIoeg

A recorded copy of the webinar will be made available following the event.

A copy of the investor presentation to be delivered during the webinar is attached.

This ASX announcement has been approved by the Board of Directors.

For further information, please contact:

TZ Limited	Reach Markets	Reach Corporate
Mario Vecchio	Media Enquiries	Corporate Enquiries
Chief Executive Officer	Sophie Bradley	Christian Riedel
+61 407 138 254	+61 450 423 331	1300 805 795
mario@tz.net	ir@reachmarkets.com.au	christian.riedel@reachmarkets.com.au

TZ Limited investor portal.

==> picture [222 x 28] intentionally omitted <==

TZ Investor Presentation Hidden Gems - 3 December 2021

==> picture [71 x 71] intentionally omitted <==

DISCLAIMER

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.

“TZ solves real world problems, by engineering software solutions centred around access and control of physical spaces.”

TZ sells connected devices and the software that controls them.

==> picture [115 x 88] intentionally omitted <==

==> picture [35 x 36] intentionally omitted <==

==> picture [227 x 155] intentionally omitted <==

==> picture [115 x 129] intentionally omitted <==

==> picture [461 x 326] intentionally omitted <==

Sample of Our Users

==> picture [113 x 119] intentionally omitted <==

==> picture [267 x 72] intentionally omitted <==

==> picture [159 x 107] intentionally omitted <==

==> picture [233 x 124] intentionally omitted <==

==> picture [334 x 105] intentionally omitted <==

December 2021

Use Cases

TZ products implement rules around control for: who can access what, when & where. Then report on these actions.

TZ products can be utilized in a multitude of ways:

• ❯ Day Storage

• ❯ IT Asset Management

• ❯ Postal

• ❯ Retail

• ❯ University

• ❯ Manufacturing

• ❯ Health & Medical

• ❯ First Responders Custody

==> picture [105 x 180] intentionally omitted <==

==> picture [105 x 180] intentionally omitted <==

==> picture [105 x 180] intentionally omitted <==

==> picture [254 x 150] intentionally omitted <==

• ❯ Data Centres

December 2021

TZ can now sell open platform software to control other people’s devices.

==> picture [226 x 154] intentionally omitted <==

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

TZ Core
----- End of picture text -----

==> picture [114 x 129] intentionally omitted <==

Open platform software at scale now supports 100’s & 1,000’S devices.

Device Connect

==> picture [61 x 60] intentionally omitted <==

A TZ Core Solution

“Device Connect” allows 3[rd] party locking device vendors to integrate with the TZ Core.

==> picture [750 x 283] intentionally omitted <==

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

Focus on Recurring
Opportunity 3
Revenue Transition
away from Fit Out
Fulfillment
2 New Sales Channel
with Partner
Strategy
1 Increased
Addressable
Audience
----- End of picture text -----

December 2021

Product Development strategy

==> picture [772 x 160] intentionally omitted <==

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

Enhanced Launch
Migration UI & UX
Platform TZ Core
----- End of picture text -----

• • •

• Enhance for scale. Move current clients Ability for TZ software to open platform. to control 3[rd] party

• • Scale Open API’s. devices. • Ability to generate

• • • Simplify deployment. new multi-term SaaS Generating new contracts. revenue

• • Modularize. opportunities.

• UX development to ensure software usage is habitual and friction free. For positive impact on contract roll over.

• Focus on delivering best in class UI as a USP.

December 2021

Business Model Evolution

==> picture [95 x 89] intentionally omitted <==

==> picture [152 x 108] intentionally omitted <==

Perpetual License Model TZ Software is sold on a one-time basis for a once-off, upfront license fee coupled with an ongoing but optional maintenance fee

Multi-Term Software Service Agreement

December 2021

High Margin Recurring Revenue

==> picture [91 x 70] intentionally omitted <==

Devices: 50% Margin

==> picture [60 x 59] intentionally omitted <==

==> picture [294 x 217] intentionally omitted <==

Software: 80%

December 2021

APAC: Annuity Revenue

==> picture [698 x 375] intentionally omitted <==

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

$2,500,000
Contracted Revenue Forecast
$2,000,000
$1,500,000
$1,000,000
$500,000
$0
FY19 FY20 FY21 FY22 FY23 FY24
----- End of picture text -----

December 2021

USA : Annuity Revenue Opportunity

==> picture [698 x 375] intentionally omitted <==

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

$7,000,000
Contracted Revenue Forecast
$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0
FY2019 FY2020 FY2021 FY2022 FY2023 FY2024
----- End of picture text -----

December 2021

Recent Sales Contracts

==> picture [221 x 116] intentionally omitted <==

==> picture [136 x 136] intentionally omitted <==

==> picture [219 x 110] intentionally omitted <==

==> picture [267 x 149] intentionally omitted <==

==> picture [110 x 131] intentionally omitted <==

==> picture [172 x 116] intentionally omitted <==

==> picture [283 x 188] intentionally omitted <==

December 2021

SaaS Opportunities

==> picture [289 x 123] intentionally omitted <==

Quote in review with client

==> picture [187 x 179] intentionally omitted <==

Request For Quotation

==> picture [309 x 138] intentionally omitted <==

Quote in review with client

==> picture [210 x 122] intentionally omitted <==

Quote in review with client

December 2021

Opportunity Pipeline As at Oct 2021

==> picture [882 x 323] intentionally omitted <==

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

Current Opportunity Pipeline FY22
----- End of picture text -----

December 2021

Opportunity Pipeline As at Oct 2021

==> picture [883 x 324] intentionally omitted <==

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

Current Opportunity Pipeline FY22
Opportunity Pipeline FY21
----- End of picture text -----

December 2021

Change is Here

• eCommerce: No matter the brand, big or small, buy online is expected.

• Hybrid Workplaces: The 5-day office week has changed.

• Contactless: The impact of planning is becoming habitual and like major life events is set to have a

• lasting effect.

• Asset Management: Tracking authorized access to valuable company assets.

• IoT: With more connected devices becoming part of our daily routines, there is an increased requirement for

• more management and security software.

• Security: Increasing emphasis on data security as so many functions and daily routines move online.

December 2021

Pillars for Growth

Open platform User focused software UI & UX (TZ Core)

Multi Term Software Licensing

December 2021

==> picture [235 x 235] intentionally omitted <==