Datatec (DTC) Investor presentation summary

Company overview and scale

• Operates in over 50 countries with more than 11,000 employees and 12,000+ customers and partners worldwide.

• Reported FY24 revenue of US$5.46 billion, gross profit of US$862 million, and adjusted EBITDA of US$192 million.

• Business is structured into divisions: Westcon, Comstor, Logicalis, and Mason Advisory.

• Focuses on cybersecurity, networking, and hybrid cloud infrastructure solutions and services.

• Celebrated 30 years of listing on the JSE.

Financial performance and shareholder returns

• Achieved consistent revenue and profit growth from FY20 to FY24, with underlying earnings per share rising to 20.2 US cents in FY24.

• Approximately US$1 billion returned to shareholders since inception.

• Total shareholder return over five years reached 152%.

• Market capitalization stands at R11.7 billion as of March 2025.

• Shareholder base is 60% South African and 40% international.

Business segments and geographic reach

• Westcon/Comstor: Value-added distribution, US$3.7bn revenue, 3,500+ employees, strong focus on cybersecurity and networking.

• Logicalis: IT infrastructure services, US$1.8bn revenue, 7,000+ employees, expertise in managed and professional services.

• Revenue distribution: 60% EMEA, 24% Asia Pacific, 9% Latin America, 7% North America.

• Westcon International targets 10% gross profit growth and aims for 65% recurring revenues.

• Logicalis International and LATAM focus on increasing recurring revenues and managed services.