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Relex Plc

RELEX Solutions is a powerful SaaS company that delivers an AI-powered, unified planning platform for retailers, wholesalers, CPG manufacturers, and other enterprises operating across complex supply chains, Key features include:

๐Ÿ” What RELEX Does

  • End-to-End Demand & Supply Planning

  • AI & Automation

  • Waste Reduction & Sustainability

  • High Customer Stickiness & ROI

๐Ÿญ Who It’s For

  • Grocery & Fresh Food Retailers
    Tackles perishable inventory challenges, ensures shelf availability, and reduces wastage.

  • General Merchandise & Specialty Retail
    Optimizes assortments, markdowns, and store layouts (planograms).

  • CPG Manufacturers & Distributors
    Streamlines production scheduling, allocation, and multi-tier inventory coordination.

๐Ÿ” Market Opportunity

  • End-to-end planning market is growing amid global supply chain complexity and demand for sustainability.

  • RELEX achieved 70 consecutive quarters of ARR growth, with >30% subscription revenue growth in 2024 

  • High client retention (~97%) and broad adoption across grocery, retail, CPG, health & beauty, and manufacturing.

๐Ÿš€ Product & Innovation

  • Unified platform: Demand forecasting, replenishment, merchandise, promotions, pricing, production & distribution planning in one system.

  • AI-powered: Integrates ML forecasting, GPT-4 agent (Rebot), CO2 analytics, mobile tools, and pricing.

  • R&D-led: Invests >25% of revenue in R&D, above industry avg (~15%).

๐Ÿ“ˆ Traction & Momentum

  • Customer growth: +64 net new customers in 2024, over 200 agreements including major firms like Lidl, The Home Depot, Coles, AutoZone

  • Regional success: Long-term client Lidl using forecasting & replenishment since 2018; reduced stockouts during COVID

  • Industry recognition:

    • Leader in Forrester Wave™ (Retail Planning, Q4 2023)

    • Leader in 2025 Gartner Magic Quadrant – Supply Chain Planning 

๐ŸŒฑ ESG & Sustainability Impact

  • Helps reduce food waste by 10–40%, saving 350 million kg in 2024 (~1.2M metric tons COโ‚‚) 

  • Offers COโ‚‚ analytics to help clients optimize emissions via intelligent planning 

  • Internally, decreased emissions intensity by 14% in 2023, reinforcing operational responsibility 

๐Ÿ› ๏ธ Competitive Edge

  • Unified platform avoids siloed tools—enables seamless planning across merchandising, supply chain, pricing, and operations fourester.

  • Market-leading adoption and retention; NPS ~60–62 (SaaS average ~40).

  • Strong analytics & AI capabilities; unmatched price optimization and production planning thanks to the Optimity acquisition

โš™๏ธ Growth Strategy & Financials

  • Continued ARR growth at 30%+, driving subscription revenue momentum.

  • Expand cross-sell to existing clients (40%+ increased footprint).

  • Vertical expansion: deeper penetration into manufacturing and CPG via production scheduling

  • Global footprint with 2,300 employees and 21 offices worldwide

โš ๏ธ Risks & Mitigation

Risk Mitigation
High R&D spend Prioritize projects with measurable ROI; strong client case studies support investment
Competition Leading quadrant recognition; unified AI offering sets it apart
Execution risk High NPS and retention reflect successful deployment and customer success

Strong Buy / Core SaaS Investment

  • Scalable subscription model with robust ARR growth

  • Best-in-class technology with unified AI planning capabilities

  • High customer retention and satisfaction across major global brands

  • Tangible ESG impact, aligning with sustainability mandates

Ideal investor profile:

  • Seeking high-growth SaaS exposure in supply chain tech

  • Value recurring revenue, strong unit economics, low churn

  • Interested in impact investing, supporting sustainability-linked software platforms