TZ LIMITED — Investor Presentation 2021

Oct 11, 2021

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

www.tz.net

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TZ Limited

ABN 26 073 979 272

12 October 2021

ASX Announcement

Investor Briefing

TZ Limited (the ‘Company’) (ASX: TZL) would like to invite investors to a briefing at 11am (AEDT) on Thursday, 14[th] October to provide a company update.

Click here to register: https://tz.investorportal.com.au/webcast/

The presentation materials for that briefing are attached.

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

For further information, please contact:

Investor Relations Mario Vecchio Reach Markets CEO +61 3 8080 5795 +61 407 138 254 ir@reachmarkets.com.au mario@tz.net

For additional information on TZ Limited, please visit www.tz.net

TZ Investor Presentation

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October 2021

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.

October 2021

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

October 2021

Pillars for Growth.

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Open platform
software
(TZ Core)
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User focused UI &
UX
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Multi Term
Software
Licensing
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October 2021

“TZ sells connected devices and the software that controls them.

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October 2021

Sample Client List

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October 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 s multitude of ways:

• ❯ Day Storage

• ❯ IT Asset Management

• ❯ Postal

• ❯ Retail

• ❯ University

• ❯ Manufacturing

• ❯ Health & Medical

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• ❯ First Responders Custody

• ❯ Data Centres

October 2021

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

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

October 2021

FY 2021 Review

October 2021

FY21 Achievements

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STABILISED BALANCE GLOBAL SHEET EXPANSION

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ENHANCED SOFTWARE PLATFORM

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HARD PIVOT TO CLOUD

October 2021

Global Expansion

Global Expansion resulting in stronger partner relations and better customer support for clients.

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UK/EU
USA
INDIA
SINGAPORE
AUSTRALIA
SOUTH
AFRICA
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October 2021

Leadership

October 2021

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Scott Beeton Mandate: Operational efficiency.

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Mario Vecchio

Mandate: Growth.

October 2021

MarioVecchio: A proven track record.

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October 2021

FY 2022

October 2021

Key Investor Considerations

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1 2 3
SaaS
CHANGE
PLATFORM RECURRING REVENUE MARKET CONTEXT
IS HERE
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October 2021

1. Platform

Device Connect

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

Core.

Opportunity

3 Focus on Recurring Revenue Transition away from Fit Out Fulfillment

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• 2 New Sales Channel with Partner Strategy

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1 Increased Addressable
Audience
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October 2021

Product

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Gateway API
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Business Rules UX(User) Functions
UI
Reporting & Analytics
Enterprise APIs
Device
TZ Gateway (Integration
Connect
Services)
TZ SMArt 3 [rd] Party
Devices Devices
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October 2021

Product Development strategy

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Enhanced Launch
Migration UI & UX
Platform TZ Core
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• Enhance for scale • Move current clients to open platform.

• Scale Open API's

• Ability to generate new multi-term SaaS contracts.

• Simplify deployment

• Ability for TZ software to control 3[rd] party devices.

• • Generating new revenue 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

October 2021

NextGen UI

Intuitive User Interface

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Data insights reporting capabilities

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October 2021

2. SaaS Recurring Revenue

Business Model Evolution

Perpetual License Model

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

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Multi-Term Software Service Agreement

October 2021

High Margin Recurring Revenue

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Devices: 50% Margin

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Software: 80%

October 2021

APAC: Annuity Revenue

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$2,500,000
Contracted Revenue Forecast
$2,000,000
$1,500,000
$1,000,000
$500,000
$0
FY19 FY20 FY21 FY22 FY23 FY24
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October 2021

We can now sell “TZ Core” software to control other people’s devices.

TZ Core

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October 2021

USA : Annuity Revenue Opportunity

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$7,000,000
$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
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October 2021

Recent Sales Contracts

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October 2021

SaaS Opportunities

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Quotation Sent

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Quote in review with client

Quote in review with client

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Request For Quotation

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Quote in review with client

October 2021

Opportunity Pipeline As at Oct 2021

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Current Opportunity Pipeline FY22
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October 2021

Opportunity Pipeline As at Oct 2021

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Current Opportunity Pipeline FY22
Opportunity Pipeline FY21
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October 2021

3. Change is here

Change is Here

• Americans have picked up low-touch activities. And some

plan to continue them after the crisis.

• Hybrid work is inevitable.

• Global E-Commerce sales to hit $4.2 Trillion as online surge

continues, Adobe reports.

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October 2021

Market Context

• 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 isbecoming habitual and like major life events issetto have a lasting effect.

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

• software.

October 2021

Pillars of Growth

October 2021

TZ Core Product Launch

User focused UI & UX

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Multi Term
Software
Licensing
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October 2021

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October 2021