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The heartbeat of modern supply chains. VISIBILITY. AGILITY. CONFIDENCE IN EVERY OUTCOME. Investor Presentation Q1 FY2027 T R U S T E D T O D E L I V E R . B U I L T F O R G R O W T H .
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The statements in this presentation relating to matters that are not historical fact are forward-looking statements that are based on management's beliefs and assumptions. Such statements are not guarantees of future performance, and are subject to a number of uncertainties, including but not limited to future economic conditions, the markets that Tecsys Inc. serves, the actions of competitors, major new technological trends and other factors beyond the control of Tecsys Inc., which could cause actual results to differ materially from such statements. All names, trademarks, products and services mentioned are registered or unregistered trademarks of their respective owners. Safe harbour 2
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3 To ensure the most complex supply chains run without skipping a beat — with visibility, agility and confidence, even in the most unpredictable environments. O U R V I S I O N Our story is all about our customers TECSYS AT A GLANCE We power supply chains that work in the real world — combining flexible solutions with trusted expertise to deliver real results. O U R M I S S I O N We work alongside our customers to solve complex supply chain challenges and deliver clarity, control and confidence they can count on. O U R P R O M I S E
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4 40+ years of complex supply chain experience 15 times Tecsys named in the Gartner Magic Quadrant for WMS 40% of Gartner’s Healthcare Supply Chain Top 25 for 2025 are Tecsys customers Trusted provider of supply chain technology for the world’s most complex supply networks
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1,000+ Customer sites $197M Total revenue* 75% USA 16% Canada 9% ROW (primarily Europe) $94M SaaS annual recurring revenue** 689 Employees** * Last twelve months, July 31, 2026 ** On July 31, 2026 23% EliteTM SaaS revenue growth* 5 Global reach and financial strength
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6 End-to-end integrated supply chain management solutions. An AI-enabled technology platform for success. PLAN Demand forecasting and planning BUY Procurement, contracting and releasing STORE Warehousing and inventory management SELL E-commerce, order management and order orchestration FULFILL Distribution, pick, pack and ship COMPLETE Proof of delivery Point of use CONSUME SCM SCM WMS OMS DM POU WMS TMS Our AI intelligence engine, unifying data from multiple sources to provide real-time forecasting, clear and usable insights and autonomous execution Our flexible, low-code capability, enabling organizations to customize, adapt and respond quickly, without modifying code Our core supply chain platform, built to help organizations run complex, high-stakes operations with agility, clarity and confidence Elite PIMS
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50% 56% 58% 60% 2024 2025 2026 Q1 2027 7 Recurring revenue as a percentage of total revenue Recurring revenue evolution SaaS growth driving recurring revenue to 60% of total revenue for the quarter ended July 31, 2026
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Percentage of SaaS annual recurring revenue 17%83% 8 Customers Solutions built on experience: Delivering end-to-end solutions with technology and services Healthcare General distribution
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Tecsys is an experienced leader in solving these issues across the healthcare environment - from pharmacies and hospitals to health systems and manufacturers. 9 Healthcare supply chains are stressed ▪ Fragmented standardization and data- sharing across networks ▪ Dynamic regulatory requirements ▪ Extraordinary pressure on supply chains to deliver ▪ Point of use breakdowns ▪ Drug shortages dominate disruptions ▪ No real-time visibility across inventory and care settings
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Total supply chain software ARR market size Target addressable market Total market ARR $12.6B Western European market estimated at 60% of U.S./Canada market $9.8B U.S./CAN: $6.1B W. EU: $3.7B $2.8B U.S./CAN G E N E R A L D I S T R I B U T I O N H E A LT H S Y S T E M S A N D P R O V I D E R S All amounts are presented in Canadian dollars (CAD)
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Our focus on end-to-end healthcare supply chain Key segments within total addressable market H E A LT H C A R E S U P P L I E R S Western European market estimated at 60% of U.S./Canada market $1.35B U.S./CAN: $843M W. EU: $506M H E A LT H S Y S T E M S A N D P R O V I D E R S $1.6B U.S./CAN Focus areas Life sciences and biomedical Medical and pharmaceutical distribution Healthcare and pharmaceutical 3PLs Digital pharmacies Focus areas Large IDNs Multisite health systems Large standalone hospitals ARR opportunity $2.95B All amounts are presented in Canadian dollars (CAD)
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86% 14% Market opportunity Current share ARR opportunity: $1.6B 68% 32% Market opportunity ARR opportunity with current base: $153M 409 Target health systems Health systems market share Base account penetration * Annual Recurring Revenue, CAD12 U.S. health systems and providers market opportunity Becoming dominant in U.S. health systems market: The $1.6B ARR* opportunity
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13 Additional ARR from markets where we excel Additional ARR $309M Opportunities within selected non-healthcare market segments in U.S., Canada and Western Europe G E N E R A L W H O L E S A L E A N D E - C O M M E R C E $105M I N D U S T R I A L A N D E L E C T R I C A L S U P P LY $132M G E N E R A L M A R K E T S , 3 P L P R O V I D E R S A N D H E AV Y M A C H I N E R Y $72M All amounts are presented in Canadian dollars (CAD)
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AWS, Workday, Oracle, Locus Robotics, Zebra Technologies, TraceLink and Autostore ▪ Complementary solutions ▪ Specific vertical ▪ Market reach ▪ Access to a customer base ▪ Market share Deloitte, KPMG, Avalon CSC, RiseNow Consulting, Sequoia Group and Berkeley Research Group (BRG) ▪ Complementary services ▪ Aligned vertical focus ▪ Access to a customer base ▪ Strong local network ▪ Resource augmentation TECHNOLOGY PARTNERS ADVISORY AND SERVICE PARTNERS Partner ecosystem - Accelerate growth D e l i v e r i n g e x c e p t i o n a l i n n o v a t i o n a n d s e r v i c e t o g e t h e r 14
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SaaS annual recurring revenue (ARR)1 growth in $CAD millions 15 1 Refer to July 31, 2026, Management Discussion and Analysis “Key Performance Indicators” 2 EliteTM SaaS refers to our core product and predominant contributor to total SaaS ARR 79.3 81.1 83.3 86.8 93.7 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 24% Q1 FY27 EliteTM SaaS ARR2 growth YoY (22% on a constant currency basis) 18% Q1 FY27 SaaS ARR1 growth YoY (17% on a constant currency basis)
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16 Elite SaaS1 ARR net retention rate 111% LTM Q1 2027 EliteTM SaaS1 ARR net retention rate Net Retention = (Existing customer expansion less churn) divided by Beginning period EliteTM SaaS1 ARR 102% 113% 106% 106% 111% 80% 85% 90% 95% 100% 105% 110% 115% 2023 2024 2025 2026 LTM Q1 2027 1 Refer to July 31, 2026, Management Discussion and Analysis “Key Performance Indicators”
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17 SaaS remaining performance obligation (RPO)1 in $CAD millions 138 197 217 243 259 2023 2024 2025 2026 Q1 2027 14% Q1 2027 SaaS RPO1 YoY Growth (13% on a constant currency basis) 1 Refer to July 31, 2026, Management Discussion and Analysis “Key Performance Indicators”
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18 Projected* SaaS margin expansion ▪ Previously sub-scale SaaS business at an inflection point. ▪ Current EliteTM product margins on latest infrastructure are running at over 75%. ▪ AEBITDA FY27P represents guidance mid-point. ▪ AEBITDA FY28P is a directional target. * Refer to July 31, 2026, Management Discussion and Analysis “Forward-Looking Information” ** EliteTM SaaS margin
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19 Financial highlights *The percentage change has been excluded as it is not meaningful. **Refer to July 31, 2026, Management Discussion and Analysis “Non-IFRS Performance Measures”. ***Refer to July 31, 2026, Management Discussion and Analysis “Key Performance Indicators”. in $CAD thousands except EPS Q1 2027 Q1 2026 Δ YoY Q1 2027 TTM Q1 2026 TTM Δ YoY $ % $ % $ % $ % $ % $ % SaaS Revenue 22,652 45% 19,139 42% 3,513 18% 83,925 43% 70,896 39% 13,029 18% Maintenance and Support Revenue 7,386 15% 7,857 17% (471) -6% 30,223 15% 31,612 18% (1,389) -4% Professional Services Revenue 16,099 32% 16,039 35% 60 0% 63,867 32% 60,317 33% 3,550 6% License Revenue 108 0% 89 0% 19 21% 1,098 1% 1,039 1% 59 6% Hardware Revenue 3,803 8% 2,836 6% 967 34% 18,117 9% 16,274 9% 1,843 11% Total Revenue 50,048 100% 45,960 100% 4,088 9% 197,230 100% 180,138 100% 17,092 9% Cost of Revenue 23,505 47% 22,392 49% 1,113 5% 94,707 48% 91,005 51% 3,702 4% Gross Profit 26,543 53% 23,568 51% 2,975 13% 102,523 52% 89,133 49% 13,390 15% Sales & Marketing 10,153 20% 10,316 22% (163) -2% 39,375 20% 38,116 21% 1,259 3% General and Administration 3,524 7% 3,385 7% 139 4% 14,680 7% 13,053 7% 1,627 12% Research and Development 8,702 17% 8,504 19% 198 2% 33,262 17% 30,488 17% 2,774 9% Restructuring Costs - 0% - 0% - n.m.* 4,652 2% - 0% 4,652 n.m.* Operating Expenses 22,379 45% 22,205 48% 174 1% 91,969 47% 81,657 45% 10,312 13% Profit from Operations 4,164 8% 1,363 3% 2,801 206% 10,554 5% 7,476 4% 3,078 41% Net Profit 3,097 6% 762 2% 2,335 306% 6,373 3% 4,423 2% 1,950 44% Adjusted Net Profit** 3,097 6% 762 2% 2,335 306% 9,792 5% 4,423 2% 5,369 121% Adjusted EBITDA** 6,858 14% 3,214 7% 3,644 113% 23,675 12% 13,996 8% 9,679 69% EPS Basic 0.21 0.05 0.16 320% 0.43 0.30 0.13 43% EPS Diluted 0.21 0.05 0.16 320% 0.43 0.30 0.13 43% Adjusted diluted EPS** 0.21 0.05 0.16 320% 0.66 0.30 0.36 120% SaaS ARR*** 93,744 79,314 14,430 18% EliteTM SaaS ARR*** 89,636 72,434 17,202 24% SaaS RPO*** 259,154 226,349 32,805 14% Professional Services Backlog*** 27,338 43,694 (16,356) -37%
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Market cap** 14.4M S/O $482M Brokerage coverage 20 Corporate overview Symbol TCS Dividend per year* 36¢ Insider ownership** 16% ▪ ATB Cormark Capital Markets ▪ Canaccord Genuity Corp ▪ National Bank Financial ▪ Raymond James ▪ Stifel ▪ TD Cowen * Last twelve months, July 31, 2026 ** On July 31, 2026
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Well positioned to dominate global $3B ARR TAM across health systems and targeted distribution markets$3B ARR TAM Reasons to invest EliteTM SaaS revenue is the primary contributor to total SaaS revenue and growing at 23% LTM. 23% LTM ELITETM SAAS REVENUE GROWTH Trading at 2.2x NTM EV/sales, a 75% discount to its closest comparable MANH 2.2X NTM EV/SALES
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The heartbeat of modern supply chains. VISIBILITY. AGILITY. CONFIDENCE IN EVERY OUTCOME. Thank you.