Datatec (DTC) Investor presentation summary

Financial performance highlights

• Gross invoiced income reached $7.74 billion, with gross profit at $910 million and adjusted EBITDA at $246 million for FY25.

• Adjusted EBITDA margin improved to 6.8%, and underlying EPS rose to 30.5 US cents, a 78% increase.

• Net debt reduced to $52 million, with improved net asset value and strong working capital management.

• Market capitalization stood at R14.2 billion as of August 2025, with a 152% total shareholder return over five years.

• Operations span 50+ countries with over 11,000 employees worldwide.

Business segments and operations

• Technology distribution (Westcon International) generated $5.2 billion in gross invoiced income, focusing on cybersecurity, networking, and cloud.

• ICT solutions and services (Logicalis) contributed $2.5 billion, emphasizing recurring revenues and managed services.

• Westcon targets $6 billion in gross revenues and aims for 65% recurring revenues.

• Logicalis operates in 30+ countries with 6,500+ employees and deep vendor relationships.

• Segmental EBITDA margins improved across all divisions, with Westcon at 7.6% and Logicalis International at 8.0%.

Market trends and strategic focus

• Megatrends include AI-driven IT investment, cybersecurity demand, and hybrid cloud adoption.

• Cybersecurity and networking are highly partner-centric, with 70%+ of spend delivered via partners.

• Customers typically use an average of seven trusted partners for IT solutions.

• Focus on growing annuity sales and managed services to support predictable earnings.

• Diversification, international brand recognition, and a shift to software and services drive differentiation.