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Allied Electronics Corporation (ATN, ATNP) Powertech Investor Day – 9 February 2007 Robert Venter, Chief Executive

Allied Electronics Corporation (ATN, ATNP) Powertech Investor Day – 9 February 2007 Robert Venter, Chief Executive. Our profile. Information Technology. Telecoms. Multi-media and Power Electronics. Group structure. *. *. Venter Family: 62.7% voting control 32.2% economic control.

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Allied Electronics Corporation (ATN, ATNP) Powertech Investor Day – 9 February 2007 Robert Venter, Chief Executive

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  1. Allied Electronics Corporation (ATN, ATNP)Powertech Investor Day – 9 February 2007Robert Venter, Chief Executive

  2. Our profile InformationTechnology Telecoms Multi-media and Power Electronics

  3. Group structure * * Venter Family: 62.7% voting control 32.2% economic control CEO: Robert Venter Revenue: over R 15bn Market cap: R 12.4bn Employees: ± 11,000 * JSE listed 58% 59% 100% * * Based on share prices of 8 February 2007

  4. Management structure Executive Committee Office of the Chairman Dr. WP Venter (71) Chairman Altron CG Venter (43) CEO, Altech DC Radley (40) CFO, Altron RE Venter (46) CEO & Chairman of Executive Committee, Altron D Ramaphosa (49) Group Executive, Corporate Affairs N Claussen (45) CEO, Powertech PD Redshaw (64) CEO, BTG PMO Curle (60) Corporate Finance Dr. HA Serebro (66) Snr. Executive Director

  5. Products and services Altech Powertech BTG

  6. Primary market verticals

  7. Empowerment partners * anchor partners

  8. Financial summary(for the 6 months ended 31 August 2006)

  9. Altron balance sheet ratios

  10. * Subsidiary company results (for the 6 months ended 31 August 2006) Shareholding: 100% * Shareholding 57.7% * Shareholding 57.8% *JSE listed

  11. Subsidiary contribution to growth Operating profit bridge * Revenuebridge * R m Headline earnings bridge * Excludes corporate & financial services

  12. Aug06 Aug05 Aug06 Aug05 Aug06 Aug05 Contribution per subsidiary Revenue Operating profit * Headline earnings Rm Rm Rm 4% 38% 37% 48% 33% 6% 25% 22% 23% 32% 25% 26% 16% 17% 40% 42% 41% 50% 32% 45% Corporate & financial Altech BTG Powertech * Corporate and financial Aug 06 & Aug 05 = (1%)

  13. Improve existing operations Expand organically Acquire and dispose Allocate capital Strategic philosophies Increase shareholder value Global expansion in niche markets Black Economic Empowerment Strategic alliances Superior human capital Ownership of IPR Quality / Sustainability of Income Value added services Market leadership / Critical mass Annuity income

  14. 10 year track record Revenue HEPS 10yr CAGR 12% 10yr CAGR 12.6% Net asset value per share Dividends per share 10yr CAGR 12.5% 10yr CAGR 14.0%

  15. Key external growth drivers for the group Infrastructure spend Technology convergence Financial sector Global footprint

  16. Infrastructure spend • Eskom expenditure and expansion continues • Gautrain commenced - cross group opportunities with first orders received • Building and construction industry activity remains buoyant but shift from residential to commercial • Local municipalities upgrading infrastructure for compliance • Soccer world cup projects commencing (upgrading of stadiums, activity in hospitality industry, infrastructure etc.) • Strength of resources allowing greater expenditure by mining industry • Global trend in infrastructure development • Conclusion of JV with Reunert allows exposure to telecoms infrastructure

  17. Y-o-y % change in GDFI % of gdp Fixed investment trends

  18. Research Opportunity Identification Prefeasibility Feasibility, business case, contract concluding Build 165 0 PBMR 3500 1332 New Coal Supply 800 Oscar 1000 Hotel 112 Yankee 0 1775 600 961 1600 600 UCG Lima Komati Discard Coal November Julliet India Sierra 1520 100 4200 1600 800 Camden 6000 800 2400 Concentrating Solar 1800 1200 300 *Pap Foxtrot Romeo ArnotP18 2000 Mike Delta Tango Uniform Victor 4200 X-ray 0 1128 1050 1000 Bravo Hydro Nuclear Gas Coal Solar Transmission 500 Grootvlei Songo ApolloHVDC LinkCapacityUpgrade 500 Quebec Echo 4200 2100 Zulu 1050 Rainbow Millennium 2100 Golf Alpha 0 1300 OCGT Charlie 500 0 765kV CapeStrengthening Kilo Whiskey Trans KalahariInterconnector * Possible 2 400 MW Mid Merit 17 375 MW 7 800 MW 20 850 MW 8 391 MW Eskom capacity project funnel Source: Eskom

  19. Thank you

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