Reunert Limited · JSE:RLO
Reunert — Investor Day (2023)
42 slides from Reunert's investor day presentation, 2023
Slide 1: Reunert ICT
REUNERT ICT Graeme Eddey ICT Chief Executive Officer
Slide 2: ICT leadership: Graeme Eddey, Adam Craker, Rob Godlonton
Graeme Eddey Adam Craker Rob Godlonton ICT Chief Executive IQbusiness Chief +OneX Chief Executive Officer Executive Officer Officer 18 years executive leadership 25 years executive leadership 24 years executive leadership experience experience experience
Slide 3: IQbusiness supports Reunert ICT's growth strategy
Supports Reunert ICT’s growth strategy and enhances strategic vision of solving business challenges with innovative, high-tech solutions Talented team of over 1 000, guided by experienced leadership SA’s largest independent management and technology REUNERT with a proven track-record of growing the
Slide 4: Solutions & Systems Integration cluster offerings
DIGITAL CONSULTING TECHNOLOGY & MANAGEMENT CONSULTING • Agile advisory • Solutions economy • User experience • Financial & risk advisory • Cloud adoption • Digital strategy • Architecture design • Data & analytics • Digital integration • Change & people advisory Solutions & • Experience innovation S
Slide 5: Solutions & Systems Integration cluster offerings
DIGITAL CONSULTING TECHNOLOGY & MANAGEMENT CONSULTING • Agile advisory • Solutions economy • User experience • Financial & risk advisory • Cloud adoption • Digital strategy • Architecture design • Data & analytics • Digital integration • Change & people advisory Solutions & • Experience innovation S
Slide 6: Enhanced complementarity: +OneX & IQbusiness
ENHANCED COMPLEMENTARITY | +ONEX & IQBUSINESS Inclusion of IQbusiness into our S&SI Cluster together with +OneX augments our position as a leading technology innovator in the growing South African ICT market DIGITAL CONSULTING TECHNOLOGY & MANAGEMENT CONSULTING • Agile advisory • Solutions economy E
Slide 7: Enhanced synergies: +OneX & IQbusiness
ENHANCED SYNERGIES | +ONEX & IQBUSINESS Inclusion of IQbusiness into our S&SI Cluster together with +OneX will improve our position in our chosen market DIGITAL CONSULTING TECHNOLOGY & MANAGEMENT CONSULTING • Agile advisory • Solutions economy SYNERGIES ENHANCING GREATER ACCESS TO • User experience
Slide 8: Reunert ICT
A portfolio of visionary ICT businesses using innovative, high-tech solutions solving business problems today that unlock growth opportunities tomorrow REUNERT ICT Total Workspace Rental-based Business Solutions & Provider Finance Communications Systems Integration 8
Slide 9: Reunert Q&A
REUNERT e Q&A . che
Slide 10: IQbusiness
IQbusiness Adam Craker Chief Executive Officer
Slide 11: Introduction to IQbusiness
˃ Introduction to IQbusiness ˃ The market opportunity ˃ Our approach to value ˃ Where are we going together? 11
Slide 12: Grow People, Business, Africa
GROW GROW GROW PEOPLE BUSINESS AFRICA Copyright © 2023 2020 IQbusiness IQbusiness 12
Slide 13: IQbusiness key facts
+1000 +25 yrs Our business as a Force for Good Consultants Strong Delivery value to clients 800+ Projects completed in 20 Average Projects per year African Countries Level Founded in 1-BBEE 1998 13
Slide 14: Helping shape our clients' growth
Grow People. Grow Business. Grow Africa. Our vision is to amplify value to our clients to become the leading consulting, operations and technology firm in Africa Helping shape our clients’ growth 14
Slide 15: IQbusiness history and milestones
REUNERT ICT 1998 2010 2012 - 2018 2019 2021 2022 Founded by Adam Craker Revenue and EBITDA Acquired Genex, Acquired ITQBS, Acquired Johan Roets with appointed as reached R422m and SA-based insights a managed Kryptonite Digital, VC funding from CEO R59m, respectively and market services company the d
Slide 16: The market opportunity
THE MARKET OPPORTUNITY 16
Slide 17: Home-team (defender's) advantage
˃ Despite ongoing concerns about the global economy, enterprise technology spending is expected to remain strong, − with a total of $4.5 trillion projected in 2023 − an increase of 2.4% from 2022 ˃ The tech downturn led by the US GAMMA giants, if anything, is benefiting our ability to support demand
Slide 18: Our opportunity is on 3 horizons
Our opportunity is on 3 horizons Responding to requests for skills Shaping client agendas Defining digital enterprises Selling skills Solving overarching problems Partnering Largely specialised workforce Mix of generalists and specialists Industry & digital experts Focused on hourly rates New commer
Slide 19: Evolution of our business strategy: Our World in 2025
The evolution of our business strategy (Our World in 2025) is a direct response to the needs of our clients (existing and target) as well as the ever-changing business landscape: ˃ Our GIG business has been consistently strong, achieving a CAGR of 10,2% over the past 5 years, with changes underway t
Slide 20: End-to-end solution for the market requirement
Market Evolution Areas of Business (Revenue Contribution) GIG Economy (47%) Solutions Economy (53%) Digital Economy Expertise and skills to deliver Research and insights to common, New ecosystems that bring on-demand individual pieces of complex client problems, which products, services and IQbusine
Slide 21: Areas of business and industry revenue contribution
INDUSTRY Areas of business (revenue contribution) Other Banking (9%) 5% 54% Research & Insights Insurance Telco 11% (19%) 4% Management Consulting (30%) Technology Consulting Manufacturing Retail 7% 19% (42%) Technology and Managed Services
Slide 22: Our approach to value
OUR APPROACH TO VALUE 22
Slide 23: Industries served
Telco Retail Insurance Financial Services Training / Learning Government Health Logistics Mining and Energy Technologies Security
Slide 24: Content-led marketing approach
CONTENT-LED VISIBLE PRESTIGIOUS PROMINANT EXPERTS PARTNERS AND DIGITAL MEDIA CASE STUDIES Insights builds trust Position our Subject Leverage strategic Digital first approach and credibility among Matter Experts in the partnerships and our to marketing and build our target audience marketplace “stor
Slide 25: Key themes mapped against search terms
OUR KEY THEMES MAPPED AGAINST SEARCH TERMS PURPOSE CLIENT BUSINESS GOVERNANCE, RISK DIGITAL CENTRICITY AGILITY AND COMPLIANCE TRANSFORMATION ˃ Cooperative ˃ B2B ˃ Team ˃ Privacy ˃ Growth ˃ Legal structure ˃ Customer centric ˃ Project management ˃ General data protection ˃ Infrastructure ˃ Conceptual
Slide 26: Inspired people proposition
FINANCIAL: COMPENSATION AND BENEFITS FLEXIBLE WORKING REWARD AND ARRANGEMENTS RECOGNITION DIVERSITY EQUITY, INCLUSION AND INSPIRED SOCIAL CARE AND DEVELOPMENT WELLNESS COMMUNICATION PERFORMANCE, AND TRANSPARENCY GROWTH AND LEARNING Copyright © 2022 IQbusiness
Slide 27: Where are we going together?
WHERE ARE WE GOING TOGETHER? 27
Slide 28: Why Our World in 2025?
WHY OUR WORLD IN 2025? Our vision is to amplify value to our clients in order to become the leading consulting, operations and technology firm in Africa 28
Slide 29: IQbusiness office addresses
IQbusiness Park Cape Town No 3 The Vineyards Office Estate Third Avenue 99 Jip de Jager Rivonia Welgemoed Gauteng Cape Town South Africa South Africa www.iqbusiness.net 29
Slide 30: Reunert Q&A
REUNERT e Q&A . che
Slide 31: +OneX
+OneX Rob Godlonton Chief Executive Officer The Connector & Exponential Orchestrator
Slide 32: Growth of our new aged Systems & Solutions Integrator on the +OneX platform
GROWTH OF OUR NEW AGED SYSTEMS & SOLUTIONS INTEGRATOR ON THE +ONEX PLATFORM Slide 32
Slide 33: Service offerings, brand awareness, clients, growth
Service Offerings Brand Awareness Key Talent Continued to build out and scale Good progress on brand awareness, Onboarded and retained key service offerings becoming an aspirational brand in the talent ICT industry Clients Growth Onboarded over 25 enterprise clients Double digit revenue and both org
Slide 34: +OneX service offerings
Unified Communications and Collaborations Digital Data Consultancy Services Technology Cloud Security Services Software Managed Development Services Digital Media End User Services Computing
Slide 35: Digital Consulting, Security Services, Unified Communications
Digital Consulting Security Services Unified Communications +OneX Digital Consulting is our strategy and +OneX Security enables customers to confidently embrace & Collaborations advisory service empowering our clients to network and application transformation while adhering to strict +OneX specialis
Slide 36: Platform for success
+ Capabilities Subject matter Acquired leaders Platform for success: One brand from day one +OneX Go to market as end-to-end business Move onto the +OneX systems Financial controls in place from day one Leaders use platforms to scale business Access to enterprise clients & B-BBEE REUNERT governance
Slide 37: Leadership team
LEADERSHIP TE. qi as Unified Communications A (ay) Dawie & Morgan Software Development oe &
Slide 38: Media coverage and reach
+ Security +OneX 9% 13% Reunert Dev EUC 5% 3% 4% 295 x Optimisation coverage clips Data 1% 3% (219 x online; 16 x print; Cloud 60 x broadcast) 9% 86% = PRO-active Digital 53% FY 2021 (Jun ‘21 – end Sep ‘21): 121* FY 2022 (Oct ‘21 – Sep ‘22): 93 FY 2023 to date (Oct ‘22 – May ‘23): 81 > 62 mil Busine
Slide 39: Brand awareness: +OneX now an established ICT brand
BRAND AWARENESS| +ONEX NOW AN ESTABLISHED ICT BRAND TC|Daily | Rob Godlonton on his plans for +01 went wrong at EOH CONSIDERATIONS FORA MULTICLOUD ESTATE Reunert's +OneX Buys MMC To Strengthen Cybersecurity, And Compliance Service Capabilities Reunert's +OneX buys Microsoft- focused security firm MM
Slide 40: Examples of enterprise clients onboarded
EXAMPLE OF ENTERPRISE CLIENTS ONBOARDED © Investec | caeitec FNB s) African Bank JD <eley Remgro AFGix Yhomechoice Sygnia % @ eee Bickn Gay Cerba © f_™ (absa] Cc TWORKS ir Vision, Your Future, 0 sasOu 33 Va AIRLINK SHOPRITE Motus”
Slide 41: Revenue growth from FY20 to FY22 of 188%
Full Year FY2021 Full Year FY2022 Full Year FY2022 Revenue growth from FY20 to FY22 of 188% Number of employees increased from 211 to 321 Additional 220 customers invoiced from FY20 to FY2022
Slide 42: Reunert Q&A
REUNERT e Q&A . che