Reunert Limited · JSE:RLO
Reunert — Investor Day (2025)
10 slides from Reunert's investor day presentation, 2025
Slide 1: Low Voltage
LOW VOLTAGE 1
Slide 2: Our Facilities
OUR FACILITIES 1. Elandsfontein: o a vertically integrated facility housing almost 500 employees o produces between one million and two million components per day o implementation of a hybrid manufacturing model to control costs underway 2. Lesotho: o employs more than 900 employees o manufactures b
Slide 3: Notable Successes
NOTABLE SUCCESSES ˃ Founded in 1949 as a joint venture with Heinemann Electric, more than 75 years in operation ˃ Developed the world's first high sensitivity earth leakage relay in 1957 ˃ Established unique private testing facility in the Southern Hemisphere ˃ Own and operate the second largest too
Slide 4: Our Winning Product Range
OUR WINNING PRODUCT RANGE Hydraulic magnetic technology offers superior precision compared to thermal magnetic capabilities Circuit breakers Smart devices Custom solutions Distribution boards Future solutions The protection of lives and Wi-fi load control devices, App Protection designed to Bespoke
Slide 5: Our Business Model
OUR BUSINESS MODEL SA and the rest of Africa Exports Protect and grow our product footprint through well established and Maintain and grow our product footprint within the existing data / managed routes to market for: telecoms market, whilst developing new innovative products for ˃ Wholesale, retail
Slide 6: Our Business Model | Mitigating Against US Tariffs
OUR BUSINESS MODEL| MITIGATING AGAINST US TARIFFS Route to market Background ˃ CBi-electric: low voltage imported duty free under AGOA; import duty excluding AGOA is 2,7% ˃ All sales in USA are through our 100%-owned subsidiary, CBi Inc. − CBi Inc sells product through distribution channels and dire
Slide 7: Growth Trajectory of the Markets We Serve
GROWTH TRAJECTORY OF THE MARKETS WE SERVE Geographic reach ˃ Key sectors served are residential, commercial and industrial, mining, rail and telecommunications in Africa, Asia, Australia, Europe and the USA − Subsidiaries: Australia and the USA − Partnerships: Emcomp (Europe) and Mitsubishi (Japan)
Slide 8: Challenges and Opportunities in the Markets We Serve
CHALLENGES AND OPPORTUNITIES IN THE MARKETS WE SERVE Challenges in the markets where we Growth opportunities operate ˃ South African sales impacted by: ˃ Aligned with national infrastructure priorities − the state of the local economy − Reticulation systems (especially in new port, rail, and water i
Slide 9: What Differentiates Us in the Market?
WHAT DIFFERENTIATES US IN THE MARKET? Differentiator Feature Competitive advantage Technology relevant where uptime and accuracy are critical Benefits of hydraulic magnetic technology ˃ Trip curve consistent across temperature variations Circuit breaker ˃ Temperature independence 1 ˃ Precise fault d
Slide 10: Q&A Contact us
Q&A KEY UPCOMING DATES > RMB Big 5 Conference 17 September 2025 > Full-year results SENS 20 November 2025 > Integrated Report 19 December 2025 Contact us karens@reunert.co.za 10