Investor Presentation – Canaccord Genuity Growth Conference

CANACCORD 40TH GROWTH CONFERENCE
13 AUGUST 2020
WHO IS EROAD?

IMPORTANT INFORMATION
The information in this presentation is of a general nature
and does not constitute fi nancial product advice, investment
advice or any recommendation. Nothing in this presentation
constitutes legal, fi nancial, tax or other advice.
This presentation may contain projections or forward-looking
statements regarding a variety of items. Such projections or
forward-looking statements are based on current expectations,
estimates and assumptions and are subject to a number of
risks, uncertainties and assumptions.
There is no assurance that results contemplated in any
projections or forward-looking statements in this presentation
will be realised. Actual results may diff er materially from
those projected in this presentation. No person is under any
obligation to update this presentation at any time after its
release to you or to provide you with further information about
EROAD.
While reasonable care has been taken in compiling this
presentation, none of EROAD nor its subsidiaries, directors,
employees, agents or advisers (to the maximum extent
permitted by law) gives any warranty or representation
(express or implied) as to the accuracy, completeness or
reliability of the information contained in it nor takes any
responsibility for it. The information in this presentation has not
been and will not be independently verifi ed or audited.
NON-GAAP MEASURES
EROAD has used non-GAAP measures when discussing
fi nancial performance in this document. The directors and
management believe that these measures provide useful
information as they are used internally to evaluate performance
of business units, to establish operational goals and to allocate
resources.
Non-GAAP measures are not prepared in accordance with
NZ IFRS (New Zealand International Financial Reporting
Standards) and are not uniformly defi ned, therefore the
non-GAAP measures reported in this document may not be
comparable with those that other companies report and should
not be viewed in isolation or considered as a substitute for
measures reported by EROAD in accordance with NZ IFRS.
The non-GAAP measures are not subject to audit or review.
Defi nitions can be found in the Glossary on page 135 of the
Annual Report.
01

02
STEVEN NEWMAN
CHIEF EXECUTIVE
OFFICER
02

03
SAFETY
TRUSTINTEGRITYTEAMINNOVATION
AN ENERGISED AND CAPABLE TEAM OF EROADERS
WE
PIONEERED
REGULATORY TELEMATICS
SAFER, MORE PRODUCTIVE ROADS
OUR PURPOSE
WHAT WE DO
Technology solutions to manage vehicle fleets, support
regulatory compliance, improve driver safety and reduce
costs associated with driving.
OUR VALUES
WE CHOOSE
TO GROW
NEXT MILESTONE:
250,000+
CONNECTED UNITS
GLOBAL LEADER
IN VEHICLE TELEMATICS
SUCCESFULLY
EXECUTING
OUR STRATEGY
116,488
TOTAL CONTRACTED UNITS
6,642
CUSTOMERS
>
95%
LOYAL CUSTOMERS
ASSET
RETENTION
RAT E
58.38
SELLING MORE SAAS PRODUCTS
MONTHLY
SAAS AVERAGE
REVENUE
PER UNIT
$
NEW ZEALAND
TOTAL
ADDRESSABLE
MARKET
NORTH AMERICA
AUSTRALIA
WHY OUR
CUSTOMERS
CHOOSE US
CUSTOMER
SERVICE
DIFFERENTIATED
SOLUTIONS
RELIABLE AND
ACCURATE
EASY
TO USE
OUR
UNIQUE
APPROACH
GLOBAL MARKET
DEVELOPMENT:
Listen to our
customers and
understand
regulation
R&D:
Build, validate,
experiment
and test
assumptions
GO TO MARKET:
Independent
verification, launch,
adapt, refine and
deliver value
Light
Commercial
Vehicles
Light
Commercial
Vehicles
Medium
Vehicles
Heavy VehiclesHeavy VehiclesHeavy Vehicles
150k
700k4m
620k
2.9m
10m

04
OUR PURPOSE IS SAFER,
MORE PRODUCTIVE ROADS
04
The above graph shows the reduction in over speed events over time as product
enhancements have been added.
Frequency (events per 100km)
Driver Leaderboard
TM
Driver Login
TM
Posted Speed
TM
Overspeed Dashboard
TM
Drive Buddy
TM
56%
25
20
201620182020
15
10
-
New Zealand frequency of speeding events

05
ELECTRONIC
LOGBOOK
AU FRINGE
BENEFIT TAX
EASY-TO-USE
ELD
IFTA
EASY FILE
ELECTRONIC
OREGON
WMT/RUAF
ELECTRONIC
IRP
NZ ERUC
EROAD
SHARE
E-TRACK
WIRED
PARTNER
INTEGRATIONS
TRIP
INVESTIGATOR
PROOF OF
SERVICE
DAILY FLEET
ACTIVITY
FUEL
MANAGEMENT
EROAD
POOL CAR
BOOKING
SERVICE
SCEDULING
AND ALERTS
DRIVER
LEADERBOARD
DRIVER
INSIGHT
DAILY DRIVER
ACTIVITY
SPEED
MONITORING
EROAD
ANALYTICS
SAFETY EVENT
MONITORING
CHAIN OF
RESPONSIBILITY
REGULATORY COMPLIANCE
FLEET MANAGEMENT
DRIVER MANAGEMENT & ROAD SAFETY
05
TECHNOLOGY
SOLUTIONS
TO MANAGE
VEHICLE FLEETS,
SUPPORT
REGULATORY
COMPLIANCE,
IMPROVE DRIVER
SAFETY AND
REDUCE COSTS
ASSOCIATED
WITH DRIVING.

0606
OUR UNIQUE APPROACH
GLOBAL
MARKET
DEVELOPMENT:
Listen to our
customers and
understand
regulation
R&D:
Build, validate,
experiment
and test
assumptions
GO TO
MARKET:
Independent
verification, launch,
adapt, refine and
deliver value

WHY OUR CUSTOMERS CHOOSE US
CUSTOMER
SERVICE
DIFFERENTIATED
SOLUTIONS
RELIABLE AND
ACCURATE
EASY
TO USE
07

08
2014201520162017201820192020
9,973
14,332
19,864
26,031
31,298
36,953
43,430
48,041
59,538
77,600
85,989
96,390
109,380
-
20,000
40,000
60,000
80,000
100,000
120,000
1,513
600
1,990
3,158
4,501
5,301
9,736
6,102
17,757
20,955
24,944
32,193
116,488
2,120
34,002
9,973 14,332 19,264 24,041 28,140 32,452 38,129 41,939 49,802 59,843 65,034 71,446 75,674
80,366
Australia
North America
New Zealand
ANZ
08
GROWING CONTRACTED UNITS

09
$54.32
$55.08
$58.38
-
10
20
30
40
50
60
70
FY18FY19FY20
Monthly SaaS Average Revenue Per Unit (ARPU) ($)
95.8%
94.4%
95.2%
-
20
40
60
80
100
FY18FY19FY20
Asset Retention Rate (%)
MONITORING PERFORMANCE
ENTERPRISE VALUE FROM EXISTING CUSTOMER BASE
LOYAL CUSTOMERS GROWING MONTHLY AVERAGE
REVENUE PER UNIT (ARPU)

10
89%
RECOMMEND
EROAD AS A GREAT
PLACE TO WORK
EROADERS
89%
FEEL THAT EROAD IS AN
INCLUSIVE WORKPLACE
WHERE THEY CAN BE
THEMSELVES
EROADERS
WE LEAD
WITH SAFETY
WE OPERATE
WITH TRUST
WE ACT
WITH INTEGRITY
WE PERFORM
AS ONE TEAM
WE CELEBRATE
INNOVATION
OUR VALUES
LEADERSHIP
DEVELOPMENT
PEER TO PEER
DEVELOPMENT
OUR LEARNING
MANAGEMENT
SYSTEM 
INVESTING IN
OUR PEOPLE
AN ENERGISED AND CAPABLE TEAM
10

11
SIGNIFICANT
GROWTH AND
REVENUE
OPPORTUNITY
REMAINSAS
PENETRATION
OF TELEMATICS
CONTINUES IN
MARKETS
150k
620k
4m
10m
11.0m
10.0m
12.0m
14.0m
13.0m
-
620k
2
620k620k
0
620k620k
0k
620k
400k
600k
800k
150k150k
620k
NEW ZEALAND
700k
2.9m
2.0m
3.0m
4.0m
5.0m
Heavy VehiclesVehiclesV
Heavy VehiclesVehiclesV
Heavy VehiclesVehiclesV
Medium VehiclesVehiclesV
Light Commercial VehiclesVehiclesV
Light Commercial VehiclesVehiclesV
AUSTRALIANORTH AMERICA
EROAD IS OPERATING IN A LARGE AND GROWING
TOTAL ADDRESSABLE MARKET (TAM)

12
CONTRACT
RENEWAL AND
LAUNCHES OF
NEW PRODUCTS
AND SERVICES
PROVIDE
OPPORTUNITY TO
IMPROVE AVERAGE
REVENUE PER
UNIT (ARPU)
CUSTOMER PLAN UPGRADESSAAS UPGRADES
AWESOME LAUNCHES - FY21
NEW ZEALAND
NEW ZEALAND
NEW ZEALAND
EROAD INSPECT
LOGBOOK
DASHCAMDASHCAMDASHCAM
MYEROAD FLEET
MAINTENANCE
MYEROAD FLEET
MAINTENANCE
AUSTRALIA
AUSTRALIA
FUEL
TAX CREDITS
NORTH AMERICA
NORTH AMERICA
NORTH AMERICA
ETRACK WIRED
launched Q1 FY21 
EROAD GO
CONTRACTED
ASSETS
(BY HARDWARE)
57%
EHUBO2
37%
EHUBO1
6%
ASSET
48%
37%
8%
7%
TOTAL FLEET
TOTA L TAX
OPPORTUNITIES
TO UPGRADE
OPPORTUNITIES
TO UPGRADE
ELD
OTHER
CONTRACTED
UNITS

13
WE ARE
WELL
POSITIONED
AND READY
• We will continue to support our customers,
many of which are necessary to rebuild the
global economy
• In a global downturn current and new
customers will look to our products and
services to drive efficiencies in their
operations and cost out 
• We now have the right systems and
processes now in place to drive efficiencies
out of our business and continue to grow
and scale 
• We have the cashflow and funding facilities
to support organic growth. 
• We continue to look for growth
opportunities and evaluate the ASX listing
• We still choose to grow
13

14
QUESTIONS