Slide 1: Investor Presentation March 2026
INVESTOR PRESENTATION March 2026
Slide 2: What We Do
WHAT WE DO Datatec was founded 40 years ago, with a heritage in data communications, networking and cyber security Cyber security Hybrid Cloud Infrastructure Networking Delivered through end-to-end solution offerings Technology solutions: Consulting and Managed services: • Hardware, software, cloud
Slide 3: Shareholder Fact Sheet 28 February 2026
SHAREHOLDER FACT SHEET 28 FEBRUARY 2026 Datatec offers shareholders an opportunity to invest in a leading international ICT company Approximately Market Total shareholder return4 US$1bn capitalisation 1 year: 1 March 2025 to 28 Feb 2026 69% returned to shareholders since inception R18bn 2 year: 1 Ma
Slide 4: Supporting Partners and Customers Across the World
SUPPORTING PARTNERS AND CUSTOMERS ACROSS THE WORLD Customers 11 000+ 50+ Employees Countries As at February 2026 4
Slide 5: Our Divisions
OUR DIVISIONS Logicalis operations enable business outcomes using digital technologies, Westcon International is a global technology provider and specialist providing ICT infrastructure solutions from a wide range of vendors with distributor, connecting IT channel partners with the world’s leading c
Slide 6: Customers Use 7 Partners (On Average) Who They Trust
CUSTOMERS USE 7 PARTNERS (ON AVERAGE) WHO THEY TRUST Agencies Distributors Aggregators Consultancies Telcos Customers Cloud marketplaces Systems integrators MSPs/MSSPs ISVs ISVs Resellers Operations of Datatec Group Companies Source: Canalys 6
Slide 7: AI Is Driving Evolution of IT Services Ecosystem
AI IS DRIVING EVOLUTION OF IT SERVICES ECOSYSTEM Distribution Gov-centric Government Service providers Systems integrators Industry-centric Strategy-centric x Tech specialists Cloud Large enterprise Customer focus specialists Mgmt. Resellers Consult Legal & Digital CPAs Mid-market agencies MSPs* (RM
Slide 8: Structural IT Demand Is Rising While Complexity Lifts Partner Value
STRUCTURAL IT DEMAND IS RISING WHILE COMPLEXITY LIFTS PARTNER VALUE Structural demand drivers Forces shaping enterprise IT priorities Everything digital Demand themes Market complexity Hybrid cloud, data modernization and security-first architectures continue to reshape enterprise infrastructure AI
Slide 9: Partner-Delivered IT Spend Expected to Reach $2.7tn in 2026
PARTNER-DELIVERED IT SPEND EXPECTED TO REACH $2.7TN IN 2026, WITH SOFTWARE LEADING GROWTH Software, cyber security and infrastructure drive partner-led expansion Worldwide total addressable IT market by category 2026 forecast Partner-delivered Partner-delivered IT spend $54bn IT spend by category $9
Slide 10: February Full Year Results
FEBRUARY FULL YEAR RESULTS Datatec Group gross invoiced income1 US$m Datatec Group gross profit US$m 7 621 7 735 1 000 862 910 8 000 7 012 7 000 800 745 6 000 5 000 600 4 000 3 000 400 2 000 200 1 000 0 0 FY23^ FY24 FY25 FY23^ FY24 FY25 Datatec Group adjusted2 EBITDA US$m Underlying3 earnings US cen
Slide 11: August H1 Results
AUGUST H1 RESULTS Datatec Group gross invoiced income1 US$m Datatec Group gross profit US$m 8 000 1 000 7 000 6 000 800 5 000 4 096 3 819 3 745 600 483 4 000 418 433 3 000 400 2 000 200 1 000 0 0 H1 FY24 H1 FY25 H1 FY26 H1 FY24 H1 FY25 H1 FY26 Datatec Group adjusted2 EBITDA US$m Underlying3 earnings
Slide 12: Appendices
APPENDICES Investor Presentation March 2026
Slide 13: Datatec Group P&L FY25 Full Year Results
DATATEC GROUP P&L FY25 FULL YEAR RESULTS FY 2024 US$m FY 2025 % Movement Restated^ Gross invoiced income1 7,735.0 7,620.7 1.5% As reported: Revenue^ 3,639.7 3,992.4 (8.8%) Gross profit 910.3 862.2 5.6% Gross profit up despite revenue decline due to mix with more net Operating costs (689.0) (684.6) 0
Slide 14: Segmental P&L FY25 Full Year Results
SEGMENTAL P&L FY25 FULL YEAR RESULTS (Excludes Datatec central costs) Technology Distribution ICT Solutions and Services Westcon International Logicalis International Logicalis Latin America FY 2024 ^ US$m FY 2025 FY 2025 FY 2024 FY 2025 FY 2024 Restated Gross invoiced income1 5,241.9 5,075.7 1,922.
Slide 15: Datatec Group P&L H1 FY26
DATATEC GROUP P&L H1 FY26 H1 FY 2025 US$m H1 FY 2026 % Movement Restated ^ Gross invoiced income1 4,096.1 3,745.0 9.4% As reported: Revenue^ 1,835.9 1,785.0 2.9% Gross profit 483.4 432.7 11.7% Strong growth in gross invoiced income and gross profit Operating costs (344.4) (330.2) 4.3% EBITDA 139.0 1
Slide 16: Segmental P&L H1 FY26
SEGMENTAL P&L H1 FY26 (Excludes Datatec central costs) Technology Distribution ICT Solutions and Services Westcon International Logicalis International Logicalis Latin America H1 FY 2025 US$m H1 FY 2026 H1 FY 2026 H1 FY 2025 H1 FY 2026 H1 FY 2025 Restated^ Gross invoiced income1 2,778.4 2,531.4 1,03
Slide 17: Definitions
DEFINITIONS 1. Gross invoiced income “GII” is a non-IFRS term and represents gross revenue 2. Adjusted EBITDA excludes restructuring costs, share-based payments, one-off tax items impacting EBITDA and acquisition, integration and corporate actions costs 3. Underlying earnings per share excludes: imp
Slide 18: Thank You
THANK YOU