Slide 1: The Digital Channels Company Investor Presentation
The Digital Channels Company Investor Presentation September 2025
Slide 2: Datatec today (FY25)
Datatec today (FY25) US$7.74 billion US$910 million US$246 million Gross invoiced income1 Gross profit Adjusted2 EBITDA Operations in 11 000+ employees JSE:DTC 50+ countries across the world OTCQX:DTTLF Note 1 and 2. Refer to definitions page in appendices 2
Slide 3: What we do
What we do Datatec is a global digital channels company providing Cybersecurity, Networking and Hybrid Cloud Infrastructure solutions and services Hybrid Cloud Cybersecurity Networking Infrastructure Supply Advise and implement Manage Delivered • Hardware, software, cloud & • Architecture planning •
Slide 4: Supporting our partners and customers across the world
Supporting our partners and customers across the world Total Employees Gross invoiced income 11 000+ US$7 735m North America Gross invoiced Employees % of income 600+ US$706m 9% EMEA Gross invoiced Employees % of income 4 600+ US$4 664m 60% Asia Pacific Gross invoiced Employees % of income Latin Ame
Slide 5: Shareholder fact sheet
Shareholder fact sheet Total Shareholder Return4 Datatec offers shareholders an opportunity to invest in a leading international ICT company 1 year: 1 Mar 2024 to 28 Feb 2025 32% 2 year: 1 Mar 2023 to 28 Feb 2025 70% Approximately US$1bn returned to shareholders since inception 3 year: 1 Mar 2022 to
Slide 6: Datatec delivers long-term growth
Datatec delivers long-term growth Datatec Group gross invoiced income1 US$m Datatec Group gross profit US$m 7 621 7 735 1 000 910 8 000 7 087 862 7 000 766 800 6 000 5 000 600 US$m US$m 4 000 400 3 000 2 000 200 1 000 0 0 FY23 FY24 FY25 FY23 FY24 FY25 Datatec Group adjusted2 EBITDA US$m Underlying3
Slide 7: Datatec Group P&L
Datatec Group P&L FY 2024 US$m FY 2025 % Movement Restated^ Gross invoiced income1 7,735.0 7,620.7 1.5% Gross profit up despite revenue As reported: decline due to mix with more Revenue 3,639.7 3,992.4 (8.8%) net accounted revenue Gross profit 910.3 862.2 5.6% Operating costs (689.0) (684.6) 0.6% EB
Slide 8: Segmental P&L
Segmental P&L Technology Distribution ICT Solutions and Services Westcon International Logicalis International Logicalis Latin America US$m FY 2024 FY 2025 FY 2025 FY 2024 FY 2025 FY 2024 Restated^ Gross invoiced income1 5,241.9 5,075.7 1,922.0 1,936.0 531.8 599.4 As reported: Revenue 1,969.2 2,219.
Slide 9: Datatec Group balance sheet
Datatec Group balance sheet FY 2024 US$m FY 2025 Restated+ Assets 3,973.3 3,633.3 Non-current assets Strong working capital Goodwill 274.2 280.5 management Acquired intangible assets & software 27.9 21.4 Other non-current assets 624.3 446.2 Current assets 3,046.9 2,885.2 Equity & liabilities 3,973.3
Slide 10: Megatrends influencing the technology industry
Megatrends influencing the technology industry The impact of geopolitics AI: scratching the surface Data center dynamics Tariffs, trade wars and chips Most AI spend still in AI infrastructure & DC modernisation (hyperscale) infrastructure Defence spending fuels IT demand Cloud repatriation & hybrid
Slide 11: Cyber & networking sectors are the most partner-centric categories
Cyber & networking sectors are the most partner-centric categories Worldwide total addressable IT market outlook by route to market 2025 forecast Partner-delivered Vendor-delivered Total IT spend: US$5.35 trillion Growth: 7.0% Vendor-delivered Cybersecurity 92,3% 7,7% 29.6% 10.6% Enterprise networki
Slide 12: Distributors and partners play a core role in Cybersecurity
Distributors and partners play a core role in Cybersecurity Go-to-market summary for the latest quarter Go-to-market trending by quarter Percentage of customer spending through partner types Q1 2024 to Q1 2025 Vendor 100% 9% 9% 8% 8% 9% Distributor 80% 8.5% 26.0% 65.4% 49% Direct 50% 50% 50% 49% 60%
Slide 13: Customers use 7 partners (on average) who they trust
Customers use 7 partners (on average) who they trust Distributors Consultancies Cloud Agencies marketplaces Customers MSPs/ Aggregators MSSPs Telcos Resellers Systems ISVs integrators Source: Canalys Operations of Datatec Group Companies 13
Slide 14: 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 Customer focus Tech specialists Large Cloud enterprise specialists Resellers Mgmt. Legal & Consult Digital Mid-market agencies CPAs MSPs* (RMM-
Slide 15: Our differentiation
Our differentiation Global scale 50+ countries Diversification Technologies and customers International brand recognition Strong divisional brand awareness Higher margin recurring revenues Shift to software & services Longevity and sustainable model 30 years on the JSE 15
Slide 16: Appendices
Appendices Investor Presentation September 2025
Slide 17: Datatec Group and Divisional management
Datatec Group and Divisional management Jens Montanana Ivan Dittrich CEO CFO Westcon Logicalis International Latam Logicalis Westcon International Logicalis LogicalisLatin International America Corporate and Management Consulting David Grant Bob Bailkoski Marcio Caputo CEO CEO CEO Simon Morris Marco
Slide 18: Trends
Trends AI driving new PC, IT Infrastructure investment and Network refresh AI driving hybrid Cloud as complex computing requires on-premise processing Cyber Security continues to be main beneficiary of digitisation & exploding connectivity Our businesses are participating in these high-growth mega t
Slide 19: Distribution
Distribution Westcon Gt Comstor Westcon *4 Comstor
Slide 20: Westcon International
Westcon International Gross invoiced income1 by technology category • Westcon International is a global technology provider and specialist distributor, connecting IT channel partners with the world’s leading vendors in cyber security, networking, datacentre and cloud computing 42% FY • Goes to marke
Slide 21: Partner community and vendor portfolio
Partner community and vendor portfolio MSPs and System Corporate MSSPs Integrators and and enterprise Consultants VARs Global SMB- Service focused Providers and and online Tier 1/ 2 specialists Service Providers Strategic Emerging vendors vendors Key vendors 21
Slide 22: Westcon International
Westcon International Westcon International gross invoiced income1 US$m Gross profit US$m 6 000 500 5 000 400 441 5 076 5 242 4 700 403 4 000 300 329 US$m US$m 3 000 200 2 000 100 1 000 0 0 FY23 FY24 FY25 FY23 FY24 FY25 Adjusted2 EBITDA US$m Gross invoiced income1 by geography 160 11% MEA US$583m 14
Slide 23: ICT Solutions and Services
LOGICALIS Architects of Change
Slide 24: Logicalis Operations
Logicalis Operations Contribution to • Logicalis Operations enable business outcomes using digital technologies gross invoiced income1 • Providing ICT infrastructure solutions from wide range of vendors with consulting, implementation and managed services 22% • Logicalis International has skilled ex
Slide 25: Logicalis International
Logicalis International Logicalis International gross invoiced income1 US$m Gross profit US$m 2 000 500 1 900 1 936 1 922 400 1 800 300 339 357 1 802 306 US$m US$m 1 700 200 1 600 100 1 500 0 FY23 FY24 FY25 FY23 FY24 FY25 Software; 13% Adjusted2 EBITDA US$m Gross invoiced income1 by Gross invoiced i
Slide 26: Logicalis LATAM
Logicalis LATAM Logicalis LATAM gross invoiced income1 US$m Gross profit US$m 600 599 585 118 550 100 110 104 532 US$m US$m 500 50 450 400 0 FY23 FY24 FY25 FY23 FY24 FY25 Gross invoiced income1 by Gross invoiced income1 by Adjusted2 EBITDA US$m geography segment 35 30 33% South LATAM US$176m Annuity
Slide 27: 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 the
Slide 28: Thank You
—- DATATEC Thank You