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Salient Features Revenue EBITDA Core EPS HEPS R7,7 billion R460 million 172,4 cents 146,2 cents up 20% up 14% up 21% up 10% Excellent Share buyback Invested in Working Capital and Dividend Growth assets management R76 million R391 million

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Financial - Summary HY HY HY HY R‘000 (unless otherwise stated) 2019 2018 2017 2016 Revenue 7 722 6 428 6 346 4 331 Gross Profit 1 323 1 150 1 127 557 Gross Profit (%) 17,1 17,9 17,8 12,9 EBITDA 460 403 410 243 Operating Income 371 350 364 228 Operating Income (%) 4,8 5,5 5,7 5,3 Attributable Profit 214 209 179 150 Basic Earnings per Share (cents) 146,3 133,2 106,5 94,4 Basic Headline Earnings per Share (cents) 146,2 133,0 106,1 94,1 Basic Core Earnings per Share (cents) 172,4 142,8 110,2 94,1 Weighted Average Shares Outstanding (m) 146,1 157,0 168,0 159,0 Inventories excluding Goods in Transit 948 850 778 943 Total Shareholders Equity 2 230 2 075 2 155 1 838 Debt to Equity Ratio excluding Securitisation (%) 17,1 7,8 0,0 21,9 Debt to Equity Ratio (%) 36,5 26,5 18,7 26,7 Return on Equity (%) 19,9 20,5 16,9 17,8

EBITDA - Contribution HY 2018 HY 2019 NOIUB NRIPB OTIRB PMIUB RSITB RRIVB =aáëíêáÄìíáçå pÉêîáÅÉë=C=pçäìíáçåë =aáëíêáÄìíáçå pÉêîáÅÉë=C=pçäìíáçåë cáå~åÅá~ä=pÉêîáÅÉë dêçìé=`Éåíê~ä=pÉêîáÅÉë cáå~åÅá~ä=pÉêîáÅÉë dêçìé=`Éåíê~ä=pÉêîáÅÉë

Revenue and EBITDA Revenue (R m) EBITDA (R m) SMM V=MMM U=MMM RMM 7 722 T=MMM 460 6 428 S=MMM 6 346 QMM 410 403 R=MMM PMM 4 331 Q=MMM 255 243 3 638 229 P=MMM OMM 3 183 3 126 207 197 2 731 O=MMM 2 099 133 NMM 1 465 N=MMM 89 - - M M OMNM OMNN OMNO OMNP OMNQ OMNR OMNS OMNT OMNU OMNV OMNM OMNN OMNO OMNP OMNQ OMNR OMNS OMNT OMNU OMNV

Cash Flow - Salient Features HY 2019 HY 2018 ^Åèìáëáíáçåë= ^Åèìáëáíáçå= R'000 R'000 ÅçåÅäìÇÉÇ ÑìåÇáåÖ=J líÜÉê Key outflows : R160 million R104 million Funds applied in acquisitions 263 420 150 269 Purchase consideration paid on business combinations 159 550 150 669 Centrafin Transactions with non-controlling interests 51 294 - Assets growth Non interest bearing liabilities (earn-outs) 52 576 (400) R128 million Net Investment in Finance Leases 127 541 44 842 Returns to Shareholders 76 395 125 901 pÜ~êÉ= aáîáÇÉåÇ= Share repurchases 35 701 86 239 êÉéìêÅÜ~ëÉë=çÑ= m~áÇ Dividends paid 40 694 39 662 R36 million R41 million

Working Capital ` HY 2019 HY 2018 HY 2017 HY 2016 R'000 R'000 R'000 R'000 Revenue 7 721 6 427 6 345 4 331 Inventories on hand (including WIP) 947 849 777 942 Inventories in transit 146 82 70 66 1 093 931 847 1 008 Inventory Excellent 2 905 2 486 2 247 1 469 Trade and other receivables tçêâáåÖ=`~éáí~ä= 2 754 2 250 1 729 1 303 Trade and other payables 107 154 206 12 ã~å~ÖÉãÉåí Deferred Revenue Net Working capital 1 137 1 013 1 159 1 162 Inventory days (excluding in transit) 27 29 37 45 Net working capital (days) 18 23 41 44

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Distribution - Salient Features HY 2019 HY 2018 R'000 R'000 % oÉîÉåìÉ R=UMM=UNN Q=VRQ=QTQ 17 m_q=dêçïíÜ OMB léÉê~íáåÖ=ÉñéÉåëÉë tÉää=ã~å~ÖÉÇ dêçëë=mêçÑáí SPP=UVO RSM=QSV 13 aáîáÇÉåÇë=é~áÇ oNRT=ãáääáçå GP as % of Revenue 10.9 11.3 léÉê~íáåÖ=bñéÉåëÉë=áåÅäK=aÉéå PUR=STP PQO=QUN 13 • oÉã~áåë=ÜáÖÜäó=ÅçãéÉíáíáîÉ=~åÇ=ÉÑÑáÅáÉåí Cost as % of Revenue 6.6 6.9 • `çåíáåìÉÇ=ÑçÅìë=çå=kÉí=tçêâáåÖ=`~éáí~ä cáå~åÅÉ=`çëíë PQ MVS PV=UVO Interest 5 929 2 137 Forward Points 28 167 37 755 HY 2019 HY 2018 mêçÑáí=_ÉÑçêÉ=q~ñ ONQ=NOP NTU=MVS oÉíìêå=çå=Éèìáíó=EBF OTKN OPKM 20 PBT as % of Revenue 3.7 3.6

Distribution - Revenue Contribution HY 2019 HY 2018 % of Revenue % of Revenue 18,8% 19,5% 38,0% 36,5% 36,9% 30,9% 11,6% 7,8% Enterprise & Infrastructure Software Client Computing Components & Accessories

Distribution - Enterprise Brands

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Services and Solutions - Salient Features HY 2019 HY 2018 R'000 R'000 % • fåîÉëíáåÖ=~ÜÉ~Ç=çÑ=íÜÉ=ÅìêîÉ=áå=ëâáääë oÉîÉåìÉ O=NVR=UVQ N=TRT=UON 25 • sÉêó=ÇáÑÑáÅìäí=áåÑê~ëíêìÅíìêÉ=ã~êâÉí dêçëë=mêçÑáí SMP=VUQ RMU=STU • _~ä~åÅÉ=çÑ=íÜÉ=ÄìëáåÉëë=áë=ÅçãéÉíáíáîÉ=~åÇ=ÉÑÑáÅáÉåí 19 GP as % of Revenue 27.5 28.9 • pìÄëí~åíá~ä=éáéÉäáåÉ léÉê~íáåÖ=bñéÉåëÉë=áåÅäK=aÉéå QVR=OPP QMP=QUM o 18 Datacentrix and Solareff Cost as % of Revenue 22.6 23.0 o Cross border opportunities cáå~åÅÉ=fåÅçãÉ Q=PRM N=RUS HY 2019 HY 2018 mêçÑáí=_ÉÑçêÉ=q~ñ NNP=NMN NMS=TUQ oÉíìêå=çå=Éèìáíó=EBF OQKT OSKP 6 PBT as % of Revenue 5.1 6.1

Services and Solutions - Datacentrix Update • Well-positioned íç=äÉîÉê~ÖÉ=ÅçããçÇáíáë~íáçå=çÑ=Ü~êÇï~êÉ=~åÇ=^ëJ^JpÉêîáÅÉ=íêÉåÇëW Compliance | Cost | Elasticity | Governance | Security • sçä~íáäáíó=áå= competitive landscape • pçäáÇ=ÜóÄêáÇ= cloud strategy • Constrained ICT Market • aÉëéáíÉ=Åçåëíê~áåÉÇ= trading conditions margin is holding ìåÇÉê=éêÉëëìêÉ • Investment áå=ëìééçêí=çÑ= new services contracts ïçå=áå=åÉíïçêâáåÖI=ëÉÅìêáíó=~åÇ=çìíëçìêÅáåÖ=ÄìëáåÉëëÉë • AAS deals on the uptake Ó ÜáëíçêáÅ~ä=Å~éÉñ=ÇÉ~äë=ÅçåîÉêíÉÇ=íç=çéÉñ=Åçåíê~Åíë • Investment in Middle East EaìÄ~á=~åÇ=n~í~êF=áå=íÜÉ=áåÑçêã~íáçå=ã~å~ÖÉãÉåí=ëé~ÅÉ

Services and Solutions - Datacentrix Significant wins • • ^ÑêáÅ~å=_~åâ dbjp= • ^ìÇáíçê=dÉåÉê~ä=pçìíÜ=^ÑêáÅ~ • gpb • ^ìêÉÅçå • iáÄÉêíó=iáÑÉ • _~êäçïçêäÇ=bèìáéãÉåí • mt` • _~êäçïçêäÇ=içÖáëíáÅë= • p^km~êâë • `çÅ~J`çä~=_ÉîÉê~ÖÉë=^ÑêáÅ~ • qÜÉ=^ìêìã=fåëíáíìíÉ • aÉé~êíãÉåí=çÑ=eçãÉ=^ÑÑ~áêë • qëÜï~åÉ=råáîÉêëáíó= • aÉé~êíãÉåí=çÑ=gìëíáÅÉ • rãÖÉåá=t~íÉê

Services and Solutions - Sintrex Update • Revenue and Profitability o Total Revenue increased by 40% o Profit Before Tax increased by 256% • Significant contracts in this period o Nedbank | Standard Bank

Services and Solutions - GridCars Update • “New to market” ÉäÉÅíêáÅ=îÉÜáÅäÉë=ÅÜ~êÖáåÖ íÉÅÜåçäçÖó • bëí~ÄäáëÜãÉåí=çÑ=dêáÇ`~êë=~ë=~= market pioneer • pìÄëí~åíá~ä=ãÉÇá~=ÅçîÉê~ÖÉ=~åÇ= brand building ~ÅÜáÉîÉÇ • Electric vehicle charge point áåÑê~ëíêìÅíìêÉ=ÚÜáÖÜï~óÛ=êçääçìí • Jaguar-Land Rover é~êíåÉêëÜáé=

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Financial Services - Salient Features HY 2019 HY 2018 HY 2019 HY 2018 R'000 R'000 % R'000 R'000 oÉîÉåìÉ VO=PUN UT=QTS qçí~ä=î~äìÉ=çÑ=íÜÉ=Äççâ TVU=SNV SUT=SQT 6 dêçëë=mêçÑáí RT=QMM RQ=NNU 6 Portfolio at Risk - 1 Day overdue GP as % of Revenue 62.1 61.9 mçëí ON=VUP U=NNU OU=MVP OM=OOU léÉê~íáåÖ bñéÉåëÉë=áåÅäK=aÉéå 39 Post % 2.7 1.2 mÉêáçÇJÉåÇ OV=RNM NR=OTS Cost as % of Revenue 30.4 23.1 cáå~åÅÉ fåÅçãÉ O=RVV N=UPP Period-end % 3.6 2.2 42 mêçÑáí=_ÉÑçêÉ=q~ñ PN=VMS PR=TOP oÉíìêå çå=Éèìáíó=EBF ORKO OTKM (11) dÉ~êáåÖ=EBF TQKS TSKR PBT as % of Revenue 34.5 40.8 Credit Risk Management remains market leading

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Acquisition - Merlynn Intelligence Technologies • Alviva acquired 65% of Merlynn I=~å=^êíáÑáÅá~ä=fåíÉääáÖÉåÅÉ=Åçãé~åó • oÉã~áåáåÖ 35% held by founder and CEO • k~íìêÉ=çÑ=ÄìëáåÉëë o Merlynn is an AI company with the ability to clone specific human expertise versus data mining. o The Merlynn owned TOM (Tacit Object Modeler) technology looks to be unique in the global market o Fast, effective and accessible manner o Has large banking and insurance clients and has captured the attention of some of the largest global companies in this sector o Engaged in projects with the intelligence community in the US around the application of TOM as a decision support technology for areas including customs, border patrol, homeland security, and cyber-intelligence, amongst others