Datatec (DTC) Investor presentation summary

Business overview

• Operates globally in hybrid cloud infrastructure, cyber security, and networking, delivering end-to-end solutions including hardware, software, cloud, SaaS, consulting, and managed services.

• Employs over 11,000 staff, supports 11,000+ partners, and operates in 50+ countries.

• Two main divisions: Logicalis (ICT solutions, consulting, managed services) and Westcon/Comstor (technology distribution, value-added services, financial solutions).

Financial performance

• Gross invoiced income rose 9.3% to $8.46bn in FY26; adjusted EBITDA up 17.8% to $290.1m.

• Operating profit increased 29.5% to $206.1m; underlying EPS up 35% to 48.2 US cents.

• Net finance costs reduced by 24.4%; ROIC improved to 21.6%.

• Over 70% of gross invoiced income now from software and services.

Shareholder and market highlights

• $1.5bn returned to shareholders since inception; market cap $1.2bn as of August 2026.

• Total shareholder return: 79% (1 year), 224% (2 years), 217% (3 years), 356% (5 years).

• Listed on JSE since 1994 and OTCQX in the US since 2025.