Microlise

Microlise has a dominant share of the UK logistics software industry, especially amongst those companies with large fleets of HGVs. It is the “go-to” transport management software for the big supermarket chains, while the rise of home delivery and e-commerce is pushing demand for faster and more efficient order fulfilment and has helped create a national network of giant, out-of-town logistics hubs, all of which require servicing by trucks.

Microlise enjoys extremely high levels of customer loyalty, with many users on 5–10-year contracts. Also, the industry in which it works has high barriers to entry and very predictable revenue streams. The company enjoys high gross profit margins and, since 2019, has seen revenue and profits grow year on year.

Microlise’s products contribute to improved road safety and driver welfare.

Microlise develops transport management software for logistics and fleet operators, helping clients optimise routes, reduce fuel use, and improve efficiency.

While its technology can support emissions reductions, road transport remains reliant on diesel, contributing to air pollution and greenhouse gas emissions. The company also has a small exposure to defence markets through certain contracts.

Cybersecurity is a significant risk given Microlise’s handling of sensitive operational data for large logistics clients. Threats such as data breaches or ransomware could disrupt services and damage reputation, making good security protocols and regulatory compliance essential.

Supply chain resilience and talent retention in software engineering are also critical to sustaining innovation and competitiveness.