Slide 1: Tapping the AI infrastructure wave
Tapping the AI infrastructure wave Investor presentation September 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
Shareholder fact sheet 31 August 2026 Datatec offers shareholders an opportunity to invest in a leading international ICT company Approximately Market Total Shareholder Return4 return Top shareholders August1 2026 US$1.5bn capitalisation returned^ to shareholders US$1.2bn 1 year: 1 Sep 2025 to 31 Au
Slide 4: Supporting partners and customers across the world
Supporting partners and customers across the world 11 000+ 11 000+ 50+ Employees Partners Countries As at 31 August 2026
Slide 5: Our divisions
Our divisions Delivering IT services Providing advanced technology Logicalis operations enable business outcomes using digital Global specialist distributor of industry-leading cyber security, technologies, providing ICT infrastructure solutions from a wide networking, and hybrid cloud solutions. Pr
Slide 6: February full year results
February full year results Datatec Group gross invoiced income1 US$m Datatec Group gross profit US$m 1 200 8 458 998 7 621 7 735 1 000 862 910 8 000 800 6 000 600 4 000 400 2 000 200 - - FY24 FY25 FY26 FY24 FY25 FY26 Datatec Group adjusted2 EBITDA US$m Underlying3 earnings US cents per share 290 60
Slide 7: Every layer of AI runs on infrastructure
Every layer of AI runs on infrastructure Emerging opportunity: Agents & applications selective services play Copilots agentic workflows vertical AI apps every query, every token, every agent action = infrastructure consumption Models OpenAI, Anthropic, Not where Datatec Frontier & open models
Slide 8: AI is moving to the enterprise and edge – toward Datatec’s markets
AI is moving to the enterprise and edge – toward Datatec’s markets Model training Interference - distributing outward concentrated bought direct Hyperscale CORE Regional DC/ COLO Enterprise DC Campus/ Branch/ Devices training & frontier neoclouds hosted private private cloud & on-prem Fa
Slide 9: Three overlapping waves of AI investment
Three overlapping waves of AI investment We are here 2023 AI 2026 AI + AGI 2029+ WAVE Agentic & Physical AI 03 emerging services-led engagement WAVE Inference & Edge, LLM → SLM 02 enterprise deployments: partner-delivered WAVE Training build-out 01 Hyperscale, vendor-direct: largely bypassed the cha
Slide 10: How AI demand flows through Datatec
How AI demand flows through Datatec Core Adjacent AI-driven network refresh & Cyber security, sovereignty Edge AI platforms, AI Skills scarcity → services & DC modernisation & compliance PCs & device refresh managed outcomes • Designs & integrates AI-ready infrastructure • AI-era portfolio (networki
Slide 11: Appendices
Appendices Investor presentation September 2026
Slide 12: Vendor Perspectives: Infrastructure & networking (1/2)
Vendor Perspectives: Infrastructure & networking (1/2) Secure AI infrastructure, from the AI AI and networking converge; the network AI decentralises; it follows the data on- factory to the edge - delivered through becomes the control plane of AI, run as a prem, to the edge and onto the device partn
Slide 13: Vendor Perspectives: Platform, data & hybrid cloud (2/2)
Vendor Perspectives: Platform, data & hybrid cloud (2/2) The agentic era: Copilot and agents as Enterprise AI is hybrid, open and AI runs on data; intelligent data the new interface, on a hybrid fabric from governed; right-sized models wherever infrastructure decides how fast you can cloud to edge t
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 x Large enterprise Tech specialists Cloud specialists Resellers Mgmt. Legal & Consult Mid-market Digital CPAs agencies MSPs* (RM
Slide 15: Datatec Group P&L FY26 Full year results
DATATEC GROUP P&L FY26 Full year results FY 2025 US$m FY 2026 Restated^ % Movement Gross invoiced income1 8 457.7 7 734.9 9.3% Gross profit growing more As reported than top line Revenue^ 3 670.0 3 551.9 3.3% Gross profit 3,633.3 3,626.3 Operating leverage drives Operating costs (728.7) (689.0)
Slide 16: Segmental P&L FY26 Full year results
SEGMENTAL P&L FY26 Full year results Technology distribution ICT Solutions and Services Westcon International Logicalis International Logicalis Latin America US$m FY 2026 FY 2025 FY 2026 FY 2025 FY 2026 FY 2025 Restated^ Gross invoiced income1 5 744.1 5 241.9 2 148.8 1 922.0 524.9 531.7 As reported
Slide 17: Datatec Group Balance Sheet summary
DATATEC GROUP Balance Sheet summary US$m FY 2026 FY 2025 Assets 4 645.0 3 973.3 Non-current assets Net debt continues to reduce, with excellent Goodwill 290.1 274.2 cash performance in both Acquired intangible assets and software 27.7 27.9 Logicalis businesses Other non-current assets 762.3 624.3
Slide 18: Datatec Group Segmental Balance Sheet summary
DATATEC GROUP Segmental Balance Sheet summary Technology distribution ICT Solutions and Services Westcon International Logicalis International Logicalis Latin America US$m FY 2026 FY 2025 FY 2026 FY 2025 FY 2026 FY 2025 Restated^ Assets 2 710.9 2 278.9 1 404.3 1 153.3 425.8 432.9 Non-current assets
Slide 19: Datatec Group gross invoiced income analysis
DATATEC GROUP gross invoiced income analysis Over 70% of Gross Invoiced Income now derived from software and services Hardware Software and services (incl. annuity) 100% More software net 69% 71% accounted 64% 50% Software and services continue to grow as a 36% 31% 29% percentage 0% FY2024 FY202
Slide 20: 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: impair
Slide 21: Thank You
Thank You www.datatec.com www.westconcomstor.com www.logicalis.com www.la.logicalis.com www.masonadvisory.com