KEY HIGHLIGHTS

• Trading revenue of $2.7 million, up 18% on Q1 FY26.

• Annual Recurring Revenue (ARR) up 17% on the prior year to $10.4 million.

• Average Revenue Per Customer (ARPC) (per annum) up for both shippers ($36,447) and freight

• forwarders ($16,480), by 20% and 19% respectively.

• Gross Margin of 63% and steady against Q4 FY26.

• Maintained TWL’s high Customer Retention Rate of 90%, up 1percentage point on FY26.

• FreightAI on-track for initial commercial release in September 2027.