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YOJEE LIMITED Investor Presentation 2026
66110_rns_2026-05-12_f6f2c64f-57e3-40cd-ba42-849d0dafb6e3.pdf
Investor Presentation
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YOJEE
Presentation for IFCBAA
International Forwarders & Customs Brokers Association of Australia
(IFCBAA) National Conference, May 2026
www.yojee.com
ASX YOJ
YOJEE
Disclaimer
This presentation has been prepared by Yojee Limited ("Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentation, or any information provided in connection with it, as financial advice, financial product advice or advice relating to legal, taxation or investment matters.
No representation or warranty (whether express or implied) is made by the Company or any of its officers, advisers, agents or employees as to the accuracy, completeness or reasonableness of the information, statements, opinions or matters (express or implied) arising out of, contained in or derived from this presentation or provided in connection with it, or any omission from this presentation, nor as to the attainability of any estimates, forecasts or projections set out in this presentation.
Images are used to illustrate concepts only and are not intended to represent commercial Yojee images.
This presentation is provided expressly on the basis that you will carry out your own independent inquiries into the matters contained in the presentation and make your own independent decisions about the affairs, financial position or prospects of the Company. The Company reserves the right to update, amend or supplement the information at any time in its absolute discretion (without incurring any obligation to do so).
Neither the Company, nor its related bodies corporate, officers, their advisers, agents and employees accept any responsibility or liability to you or to any other person or entity arising out of this presentation including pursuant to the general law (whether for negligence, under statute or otherwise), or under the Australian Securities and Investments Commission Act 2001, Corporations Act 2001, Competition and Consumer Act 2010 or any corresponding provision of any Australian state or territory legislation (or the law of any similar legislation in any other jurisdiction), or similar provision under any applicable law. Any such responsibility or liability is, to the maximum extent permitted by law, expressly disclaimed and excluded.
Nothing in this material should be construed as either an offer to sell or a solicitation of an offer to buy or sell securities. It does not include all available information and should not be used in isolation as a basis to invest in the Company.
FUTURE MATTERS
This presentation contains reference to certain intentions, expectations, future plans, strategy and prospects of the Company. Those intentions, expectations, future plans, strategy and prospects may or may not be achieved. They are based on certain assumptions, which may not be met or on which views may differ and may be affected by known and unknown risks. The performance and operations of the Company may be influenced by a number of factors, many of which are outside the control of the Company.
This includes references to expected financial performance, future revenue generation, anticipated customer acquisition, commercialisation milestones, and other forward-looking financial information. These references may constitute "forward-looking statements" under applicable securities laws, including "future-oriented financial information" and "financial outlook". Such statements are provided to allow potential investors to understand management's current expectations and are not guarantees of future performance.
Forward-looking statements are inherently subject to risks, uncertainties, and assumptions that may cause actual results to differ materially from those expressed or implied. No representation or warranty, express or implied, is made by the Company or any of its directors, officers, employees, advisers or agents that any intentions, expectations or plans will be achieved either totally or partially, or that any particular rate of return or revenue outcome will be achieved.
Although the Company believes the assumptions underlying forward-looking statements are reasonable at the time of publication, they may prove to be incorrect. The Company undertakes no obligation to update forward-looking statements if circumstances or management's estimates or opinions change, except as required by applicable law. Recipients are cautioned not to place undue reliance on such statements.
US DISCLOSURE
This document does not constitute any part of any offer to sell, or the solicitation of an offer to buy, any securities in the United States or to, or for the account or benefit of any "US person" as defined in Regulation S under the US Securities Act of 1993 ("Securities Act"). The Company's shares have not been, and will not be, registered under the Securities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States or to any US person without being so registered or pursuant to an exemption from registration including an exemption for qualified institutional buyers.
YOJEE
Creators of World Class Logistics Tech
Empowering Global Logistics
Our technology empowers Freight Forwarders and Shippers with a seamless, global platform for managing and executing cargo movements.
Uniting the Ecosystem
Our products unite supply chain participants in a community-driven ecosystem, simplifying execution while disrupting traditional logistics models at scale.
YOJEE
Yojee At A Glance
Shares on issue
355M
at 31 March 2026
Market Cap
$106.63M
at 12 May 2026 (@$0.315)
Cash in Bank
$4.58M
at 31 March 2026
Share Ownership
- Top 20 Holders: 62.04%
- Others: 37.96%
As of 31 March 2026
Board of Directors
Shannon Robinson
Non Executive
Chair
Davide Bosio
Non Executive
Director
Frank Guerra
Non Executive
Director
Mark Connell
Chief Executive Officer &
Director
YOJEE
Why We Are Capable
Establishing credibility through leadership strength
Mark Connell
Chief Executive Officer & Director
Mark has 30 years of experience in technology and logistics globally, a strong background in engineering, sales, marketing, and product and project management, and a proven track record with companies such as Mainfreight and WiseTech Global.
Shane D'Aprile
Chief Product Officer
Shane has over 25 years of extensive experience in operations, sales, change management, and leadership roles within the international and domestic logistics sector. Shane previously worked for WiseTech Global and successfully founded OrangeLime Consulting.
Rob Cotter
Chief Growth Officer
Rob is a seasoned industry veteran with over 35 years of experience across the logistics value chain including leadership roles at Mainfreight, Agility, AGS, CT Freight & Jetpets. Rob will spearhead the commercialization and market expansion of Yojee.
Julien Evano
Chief Technology Officer
Julien is a seasoned engineering leader with 20 years of experience scaling SaaS and Fintech powerhouses like WiseTech Global, Safewill, and IXUP. A specialist in driving startups from Seed to Series B+, Julien is responsible for Yojee's long-term technology vision and platform architecture, ensuring tight alignment between product strategy and global technical capabilities.
YOJEE
Why We Are Capable
Establishing credibility through leadership strength
Scott McCorquodale
Consultant, Enterprise Solutions
Scott is a highly regarded industry expert in the international air cargo industry, with over 30 years of executive experience across the airline and transportation technology sectors. From leading digitalisation at Qantas and CCN to driving global connectivity programs at WiseTech, his contribution to the industry is widely recognised.
Lester De Leon
Finance Director
Lester is a senior finance and strategy professional with over 18 years of experience at elite global institutions. His background includes leadership roles in FP&A and cross-border business growth at Amazon, Goldman Sachs, and Standard Chartered Bank. He is a Chartered Accountant (CA ANZ) and holds an MBA from Imperial College London.
Nadia Marks
Director of People, Culture & Transformation
Nadia is a People, Culture & Transformation leader with deep experience supporting fast-growing organisations across Australia and Asia. She specialises in building scalable people systems, enhancing culture and capability, and guiding teams through change, bringing a strategic, human-centred approach to Yojee's growth.
YOJEE
Software Market Opportunity
The Global Freight
Forwarding Software
Market size is valued at
USD 1.5 billion in 2023.
It is expected to grow 10%
CAGR between
2024-2032 owing to the
growth of E-commerce
industry across the globe.
Freight Forwarding Software Market, By Enterprise Size, 2022 – 2032, (USD Billion)
Source: Global Market Insights
Global Forecast (2024 - 2032)
| 2023 Market Value | 2032 Market Value | CAGR (2024 - 2032) |
|---|---|---|
| USD 1.5B | USD 3.5B | > 10% |
TCMS
YOJEE
The Yojee TCMS Difference
Yojee's Transport Carrier Management System (TCMS) integrates into core business systems and provides the land freight network with the tools to replace emails, spreadsheets, phone calls and text messages.
Designed for both contracted carrier transport networks and owned fleets, our platform digitises road freight operations, enabling real-time collaboration between all parties. With always-on visibility and control, execution tools for your carriers and fleet, businesses can manage their transport networks more efficiently — whether coordinating external carriers or dispatching their own drivers.
M
MOSAIC
YOJEE
Be The Future of Freight
We Don't Build For Logistics.
We ARE Logistics
Human-first. AI-enabled. Built by people from the industry who've run freight desks, managed customs compliance, and built carrier networks globally.
MOSAIC doesn't automate people out of jobs. It automates the friction out of their day.
MOSAIC
YOJEE
MOSAIC Initial Target Market
80% of the market - initial customer profiles.
ANZ forwarders & brokers ≈ 80% of total providers.
Control the flow.
That 80% influences ≈ 40% of all freight movements.
Immediate revenue upside.
Capture range translates to ~$0.6m – $3m+ per month
(Depending on penetration).
Initial focus, then expand.
We are focusing initially on Australia and New Zealand before
rolling out MOSAIC globally and scaling revenue.
- FF = Freight Forwarder. A freight forwarder is a logistics specialist or company that acts as an intermediary, organizing the transport of goods from producers to markets on behalf of shippers. Acting as "travel agents for cargo," they manage the end-to-end logistics, including negotiating rates, documentation, and cargo consolidation.
MOSAIC
YOJEE
Why Now
INCUMBENTS
-
Stuck in the Past
Limited drive to innovate -
M&A Patchwork
Costly, slow, stitched systems -
Built for Tier 1s
Over-engineered, burden for SMEs -
Pricing Pain
Fees keep climbing, margins squeezed -
Underwhelming Support
Users rank support as #2 priority, still neglected
MOSAIC
-
Market Ready for Change
Designed for disruption -
Community & Connected Focused
Connect, share, grow faster -
Fit-for-Purpose
Simple for SMEs, powerful & scalable for all -
Simple, Transparent Pricing
Fair, predictable, no hidden fees -
Customer-First Support
Real people, responsive, trusted
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MOSAIC
YOJEE
Why We Are Different
Human-First Technology
- Smart & Intuitive
- User-Focussed Design
- Seamless Navigation
- Built for Efficiency
- AI Centric - Tess
Community
- Build your supply chain community.
- Collaborate through internal, private, and public networks seamlessly
- Outsource and tender with ease
- Scale and compete via community resources and shared networks
Connected
- MOSAIC Marketplace
- Connected Workspace - emails and calendars all within platform
- Bring Your Own Tech (BYOT) - integrates seamlessly with what you already use
Beyond Freight Forwarding
- Innovative tech is more than its core offering.
- MOSAIC is designed to unlock tomorrow's opportunities.
- Future growth engines
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MOSAIC
YOJEE
You Can't Code Experience
Global logistics isn't a software problem, it's an operational reality we've lived for decades.
Institutional DNA
- 100+ years of combined logistics experience
- Alumni of Mainfreight, WiseTech, Agility, Qantas Freight
- We know the pain because we've lived it
AI That Understands Freight
- AI without domain context can produce confident but wrong answers
- AI is built on decades of freight operations knowledge: weight variances, rolled vessels, customs compliance
Community & Connected
- Collaborate through internal, private, and public networks
- MOSAIC Marketplace: integrated emails and calendars
- Bring Your Own Tech, seamless with what you already use
Beyond Freight Forwarding
MOSAIC is designed to unlock tomorrow's opportunities
Innovative tech that goes beyond the core offering, future growth engines built into the platform.
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MOSAIC
YOJEE
Not All SaaS Survives. Here's Why Yojee Does.
The same forces disrupting generic software are accelerating demand for infrastructure-grade logistics tech.
| Dimension | SaaS at Risk | MOSAIC |
|---|---|---|
| Market Breadth | Horizontal platform, serves all industries | Vertical: freight forwarding and customs only |
| Software Type | Feature app: AI can replicate at near-zero cost | Mission-critical workflow infrastructure: operators cannot afford it to fail |
| Switching Cost | Low: easy to replace with a cheaper AI-built alternative | High: network, integrations, and embedded workflows create natural lock-in |
| Domain Moat | None: code is the only asset and code costs near zero to replicate | Deep: 100+ years of lived logistics and compliance experience that no AI can train away |
| Relationship with AI | Threatened: AI displaces the product entirely | Amplified: AI needs Yojee's context to work in logistics. We are the layer AI plugs into. |
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MOSAIC
YOJEE
AI As A Teammate
The industry doesn't need AI to take the wheel. It needs AI that knows when to help and when to get out of the way.
The shift the industry is ready for:
- AI in freight and customs is not one thing. It sits on a spectrum from automating repetitive tasks to working alongside your team to enabling entirely new ways of operating
- Most operators are somewhere in the middle of that spectrum right now. And that is exactly where the value is
- The difference between AI that replaces and AI that supports is not the technology. It is the design philosophy behind it.
Three things AI as a teammate actually does:
| AI
Takes the grind away | AI
Works with your people | AI
Opens up new possibilities |
| --- | --- | --- |
| - Automates data extraction, document processing and routine communications
- Frees your team from work that was never the best use of their time | - Flags risks and guides decisions in real time
- Human always in the loop, always in control | - Gives experienced operators capacity to focus on what matters
- Advisory, relationships, and judgment calls no software can replicate |
> The best AI in freight and customs is not the one that replaces your best people. It is the one that makes your whole team perform like your best people.
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MOSAIC
YOJEE
Built for the People Who Keep Global Trade Moving.
Rate Management: From your biggest admin headache to your most powerful commercial asset.
Rate data has always been valuable, locked inside quote templates and invoices where it does nothing. MOSAIC breaks that open, turning every client rate card into a live intelligence layer that uncovers margin and delivers measurable value straight to the bottom line.
Transport Command Centre: Every signal. One screen. No surprises.
MOSAIC's Transport Command Centre puts coordinators in control before the clock runs out, eliminating the rework and missed cut-offs that hit the bottom line hardest.
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MOSAIC
YOJEE
MOSAIC Workflow
The entire operation, organised around how freight actually moves: visible, prioritised, and ready on Day 1.
One screen. Every vessel. Every flight. Every deadline. Every exception.
The operations team always knows exactly where to look because the work is already waiting for them.
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MOSAIC
YOJEE
What's Next
IFCBAA & CBAFF Introduction
Beta Client Testing
First Live Customer
Commercial Launch
Growth ANZ
YOJEE
Contact Us
Mark Connell
Chief Executive Officer & Director
[email protected]
+64 275 550 166
www.yojee.com
ASK YOJ