Orcoda

What Orcoda does

Orcoda Limited (ASX:ODA) is an Australian integrated technology company that delivers AI-driven software, IT services and consulting for transport logistics and workforce mobilisation. Its platforms include Transport360 (a fleet and route optimisation SaaS, also called OLMS), Contractor360 (a workforce logistics platform with granted Australian and US patents on the booking system for personnel supply chains), Orcoda Connect (a vehicle pooling solution distributed via Teletrac Navman under the TN Connect brand), ORCODA GO (an in-vehicle navigation and geofenced job-completion driver app), Notify App (customer-facing delivery notifications), and KEAZ (a keyless mobility platform). The wholly-owned subsidiaries Future Fleet (acquired 2023 for A$1.39M) and TBG/Betta Group (acquired 2020 for up to A$5M) provide telematics hardware and physical smart-infrastructure layer respectively. The platform powers more than 7,000 vehicles and 3.1 million transport movements annually across customers including Burnie Brae, Northline, Minset, TransitCare, Pacific National, Waipā District Council, Refuelling Solutions and CarsNow.

The business operates a hybrid revenue model combining SaaS subscription (Orcoda Connect Basic at A$15/vehicle/month; quote-based Premium), recurring platform licences contributing A$6.4M of FY24 ARR, and project-based or contract-based revenue from TBG transport infrastructure deployments (e.g. A$6.8M Aurizon Newlands signalling project) and Future Fleet hardware (IVMS, cameras, GPS trackers) plus 3G-to-4G/5G upgrade cycles. FY24 total income was A$25.4 million, up 23% year-on-year, with 24.9% three-year CAGR underpinning consecutive AFR Fast 100 recognition. Distribution combines direct enterprise and government field sales with sector-specialist general managers, channel partnerships (Teletrac Navman, Tutis VReddo), mobile app-store self-service and a 30-day PLG free trial.

Name

Orcoda

Legal name

Orcoda Limited

Website

https://orcoda.com

Company type

Public

Founded year

1994

Operating status

Operating

Headcount range

51–100 employees

Short description

Orcoda Limited (ASX:ODA) is an Australian AI-driven transport and workforce logistics SaaS company, selling Transport360, Contractor360 and Orcoda Connect to government, mining, healthcare, logistics and bus operators across Australia and New Zealand.

Ownership category

akta.pro rank

Product category

Transport Logistics Software

NAICS

Freight Transportation Arrangement (488510), Other Support Activities for Transportation (4889), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Transportation Services (4700)

akta.pro primary industry

Data Integration, APIs & Telematics Data Platforms (TLABAJAM)

akta.pro secondary industries

Telematics, GPS Tracking & Connected Fleet Services (THADAKAF), Vehicle Diagnostics, Predictive Maintenance & Remote Monitoring (TLAEAFAE), Fleet, Asset Tracking & Telematics Location Platforms (BPAMANAF), Connected Freight & Trucking Infrastructure (Platooning Support, Smart Corridors) (TLAJAHAK)

Keywords

• Transport logistics software
• Workforce mobilisation platforms
• Fleet telematics systems
• Vehicle pooling software
• Community transport management

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Supply Chain

Revenue model

1. Transport Technology Software (SaaS/ARR): Annual Recurring Revenue from SaaS transport technology platforms including Transport360, Contractor360, Orcoda Connect, and KEAZ. Customers pay recurring subscription fees for software access, platform hosting, support, and updates. ARR grew to $6.4 million representing strong subscription-based revenue.
2. Transport Infrastructure Services: Physical installation and maintenance of transport technology infrastructure including smart corridor devices, signalling systems (e.g., Aurizon Newlands RCS signalling project worth $6.8 million), and intelligent transport systems. Delivered through wholly-owned subsidiary TBG. Project-based and contract-based revenue.
3. Future Fleet Telematics Products and Services: Revenue from Future Fleet telematics hardware (IVMS, cameras, GPS trackers, fuel management systems), software subscriptions, and related services. Includes 3G-to-4G/5G network upgrade cycle driving hardware sales. Future Fleet had approximately $3.5 million revenue in FY22.
4. Fleet Management and Optimisation Services: Ongoing managed services and professional services engagements for fleet management software deployment, integration, training, and optimisation consulting. Supports enterprise and government clients.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Orcoda provides AI-driven SaaS platforms and telematics for transport logistics and workforce mobilisation, including Transport360 (logistics management), Contractor360 (workforce logistics), Orcoda Connect (vehicle pooling), and ORCODA GO (in-vehicle navigation), supported by the Future Fleet telematics brand, KEAZ keyless mobility platform, and TBG infrastructure subsidiary. The platforms enable real-time route optimisation, resource scheduling, compliance tracking, and customer delivery notifications across healthcare, mining, government and commercial transport customers.

Product overview

Orcoda's product portfolio is organised as a platform-plus-modules architecture centred on three integrated core platforms: Transport360 (logistics management SaaS), Contractor360 (workforce mobilisation SaaS), and Orcoda Connect (vehicle pooling SaaS). These platforms are augmented by the in-vehicle driver app ORCODA GO, the customer notification app Notify App, the recently acquired keyless mobility platform KEAZ, and the Future Fleet telematics brand. The wholly-owned subsidiary TBG (The Betta Group) provides the physical smart-infrastructure layer. All products share a common AI optimisation engine for scheduling, routing, and resource allocation, and collectively support over 7,000 vehicles and 3.1 million annual movements across transport, community transport, mining, healthcare, and government sectors.

Differentiator

Problem solved

Functional benefit

Brands

• Transport360: Logistics management software for transport and supply chain operations with real-time visibility
• Contractor360
• Orcoda Connect
• Notify App
• ORCODA GO
• Future Fleet
• KEAZ

Products and services

• Transport360 (OLMS) Orcoda's flagship cloud-based logistics management system (OLMS) providing end-to-end transport and supply chain management — route optimisation, fleet allocation, real-time GPS tracking, driver management, Chain of Responsibility (CoR) compliance, demurrage tracking, proof-of-delivery, passenger booking with payment gateway, and telematics integration. Primary SaaS platform powering 7,000+ vehicles and 3.1 million annual movements, used by enterprise and government transport operators.
• Contractor360 Workforce mobilisation and logistics platform managing the personnel supply chain — tracking workers, contractors and suppliers across remote mining, oil, gas and infrastructure operations. Includes roster integration, patented booking system, digital pre-starts, compliance tracking, QR-code worker passports, induction management and offline field sync. Patented in Australia and USA, used by mining and resources enterprises.
• Orcoda Connect Vehicle pooling and carpool management SaaS enabling organisations to share fleets between staff via iOS/Android app and web portal — search, book, locate, unlock and start vehicles. Includes management dashboards, KPI reporting, GPS tracking, remote vehicle immobilisation, telematics integration and geofencing. Sold directly and via Teletrac Navman channel to government and enterprise fleet customers, with Basic ($15/vehicle/month) and Premium (POA) tiers.
• ORCODA GO In-vehicle driver app for waste collection, school buses and private security transport routes. Provides turn-by-turn navigation, route optimisation, geofence-based automated job completion and real-time traffic visualisation, integrated with Transport360/OLMS so pre-planned routes auto-complete via GPS waypoints. Used by drivers across bus, coach, waste and security fleet operators.
• Notify App Customer-facing delivery and pickup notification app providing real-time order status tracking, push notifications as a SMS alternative, multi-supplier order monitoring and white-labelling with client branding. Sold to Orcoda's transport clients across healthcare, community and commercial transport.
• Future Fleet Wholly-owned subsidiary and telematics brand (acquired July 2023 for A$1.39 million) providing intelligent fleet management including in-vehicle management systems (IVMS), AI-powered driver behaviour cameras, GPS vehicle tracking, fuel management and geofencing. Operates over IoT, AI, satellite and 4G/5G networks across logistics, mining and government clients.
• KEAZ Keyless vehicle access and mobility platform whose IP was acquired by Orcoda in April 2025. Deployed at CarsNow for keyless car rental service, supports vehicle immobilisation and remote access control integrated with Orcoda's fleet management ecosystem for rental and sharing operators.
• TBG (The Betta Group) Wholly-owned subsidiary providing transport, power and mining infrastructure in Queensland, specialising in installation and maintenance of smart technology (intelligent devices) for transport corridors. Serves government and private sector clients with signalling systems, smart corridor devices and ITS deployments such as Aurizon Newlands RCS ($6.8M project).

Quantifiable outcome

• Fleet requirement reduction of 10% (Northline case study)
• +6 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability11 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Teletrac NavmancoreTechnology or IntegrationOrcoda and Teletrac Navman have a strategic partnership integrating Orcoda Connect's vehicle pooling software with Teletrac Navman's TN360 telematics platform to deliver a combined fleet management ecosystem. The joint product, TN Connect (accessible at tn-connect.orcoda.com), seamlessly connects Orcoda Connect's vehicle pooling capabilities with Teletrac Navman's GPS tracking and real-time actionable insights. This partnership enables joint sales to government and enterprise fleet customers, with Teletrac Navman distributing Orcoda Connect through its channel.
• Tutis VReddocoreStrategic or Co-development PartnerStrategic partnership combining Orcoda's Contractor360 workforce logistics platform with Tutis VReddo's TUTIS_ENTERPRISE skills management product. The integrated solution provides a unified end-to-end Workforce Logistics and Skills Management platform covering Workforce Planning, Workforce Logistics, Workforce Mobilisation and Onboarding, Training, Learning, and Site Compliance. Both companies identify significant cross-selling opportunities and work closely together to grow their respective businesses.
• ShareRingminorStrategic or Co-development PartnerStrategic collaboration to integrate and cross-sell each other's products. ShareRing provides blockchain-based digital identity verification technology that would be built into Orcoda vehicle pooling and rental apps (Orcoda Connect and Rental Connect) to enable instant verification of user identities before finalising vehicle bookings. MD Geoff Jamieson identified substantial commercial opportunities between the two companies.
• OfficeMapsminorStrategic or Co-development PartnerStrategic alliance combining Orcoda's carpooling and fleet management software with OfficeMaps' workspace optimisation SaaS platform. The partnership delivers a complete solution for smarter, more efficient workplaces — Orcoda streamlines team travel while OfficeMaps maximises office productivity through hot desk, meeting room, and parking space management. Both companies serve government and corporate sectors with complementary solutions.
• SGS LogisticsminorGTM or Marketing PartnerSGS Logistics is a named platform partner of Orcoda. SGS Logistics expanded its contract to utilise Orcoda's extensive SaaS transport technology platform, Transport360, to support its industrial clients. The partnership demonstrates Orcoda's ability to serve logistics sector operators.
• Savills AustraliaminorGTM or Marketing PartnerSavills Australia's supply chain division selected Orcoda's Transport360 to support its industrial clients. Savills is named as an Orcoda partner on the website, indicating a go-to-market relationship in the commercial property and logistics space.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Lytx: Video telematics and AI-powered driver safety platform; competes directly with Future Fleet's AI camera product line on dash-cam-based driver behaviour analytics for fleets.
• Powerfleet (MiX Telematics): Telematics and connected fleet platform with deep presence in Australia (MiX by Powerfleet), directly comparable to Future Fleet's AI cameras, IVMS, GPS tracking, and fleet analytics offerings.
• Teletrac Navman: A leading global fleet telematics and GPS tracking provider that is both a strategic channel partner and direct competitor for Orcoda Connect and Future Fleet. Overlapping Australian fleet customer base and joint TN Connect product make it the most directly comparable peer.

Regional players

• EROAD: ANZ-focused telematics, fleet management, and road user charging provider listed on the NZX. Comparable regional peer competing with Future Fleet and Transport360 across Australian/NZ transport customers.

Emerging players

• Fleetio: Modern SaaS fleet maintenance and management platform; overlaps with Orcoda's fleet management and optimisation services for mid-market customers, and illustrates the SaaS-first competitive trajectory Orcoda Connect competes against.

Broad incumbents

• Geotab: Global incumbent in fleet telematics and GPS vehicle tracking, competing with Orcoda's Future Fleet product for in-vehicle management systems (IVMS), AI camera, and fleet analytics business across Australia and globally.
• Omnitracs: Long-established North American TMS and fleet management software provider; overlaps with Transport360 on routing, dispatch, Chain of Responsibility compliance, and driver performance analytics.
• Samsara: US-listed IoT/fleet management platform combining telematics, video-based safety, and workflow software. Competes with Orcoda's Future Fleet telematics suite and represents the kind of large, well-capitalised SaaS competitor Orcoda faces in the enterprise mid-market.
• Trimble Transportation: Enterprise transportation management system (TMS) and fleet mobility provider; competes broadly with Orcoda's Transport360 in route optimisation, real-time visibility, and compliance workflows for logistics operators.
• Webfleet (Bridgestone): Bridgestone-owned fleet telematics and connected vehicle platform competing with Orcoda in fleet tracking, driver behaviour, and vehicle diagnostics across ANZ markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/asx_oda
• YouTubeyoutube.com/channel/UCaz-x74qbyGveS1hncMdarQ
• Facebookm.facebook.com/orcodalimited
• LinkedInlinkedin.com/company/orcoda/posts

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orcoda