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

Our profile Telecoms Information Technology Multi-media and Power Electronics

Group structure ** Telecoms, Multi-media, Information Technology (TMT) Information TechnologyPower Electronics Market Cap: R 6.7bn Employees: 3344 CEO: Craig Venter Market Cap: R 2.3bn Employees: 2720 CEO: David Redshaw Market Cap: N/A Employees: 4974 CEO: Norbert Claussen JSE listed * * CEO: Robert Venter Revenue: over R 15bn Market cap: R 12.4bn Employees: ± 11,000 Venter Family: 62.7% voting control 32.2% economic control Based on share prices of 8 February %59%100% *

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

Products and services TELECOMMUNICATIONS Cellular telephony, vehicle tracking and recovery systems. Design, installation and commissioning of MOTOROLA two-way radio equipment and systems. MULTIMEDIA & ELECTRONICS VAR’s of electronic components and products. Design and manufacture of digital satellite decoders and software applications. INFORMATION TECHNOLOGY EFTPOS terminals, telecom software solutions, GSM pre-paid vouchers and smart-card technology systems. INFORMATION TECHNOLOGY Microsoft licensing & systems integrator. Independent IT consulting services and solutions. Network solutions & maintenance. ERP implementation. Exclusive distributor of NCR products (ATMs), services and implementation of EFT applications and scanners. Desktop services and support. Remote monitoring of IT facilities. Exclusive partner of XEROX office products and supplier of document management services. Exclusive partner in Sub Sahara Africa of ALCATEL for voice and data products. Electronic switching & transactions processing for the medical industry. POWER ELECTRONICS Medium- and low-voltage power cables. Power and distribution transformers. Automotive, traction batteries and DC power systems. Electrical accessories and insulation materials Lighting control gear. Copper, Optical Fibre and Data cable. Standby power and rectifier systems. Solar systems. Altech Powertech BTG

Primary market verticals Consumer Telecoms Financial institutions Building and construction Power infrastructure Mining Telecoms Transport Financial institutions Corporates Education Retail

Empowerment partners AltechBTGPowertech Pamodzi * 28% AltechNamITech 25.01% Altech Data Key principal: Ndaba Ntsele, Solly Sithole Kagiso Ventures * 27% BTG SA Key principals: Roger Jardine, Afzal Patel Izingwe Capital * 30% Aberdare Cables (in consortium with Matomo) Key principal: Sipho Pityana Kagiso 25.1% Battech Key principals: Roger Jardine Afzal Patel Wiphold 20% ABB SA - 10% ABB Powertech Transformers Key principal: Louisa Mojela Power Matla 25.05% Desta Power Matla Key principal: Solly Moloko Mahogany Capital 25.1% Calidus Whiteleys Key principal: Taurai Muranda * anchor partners

Financial summary (for the 6 months ended 31 August 2006) R millionsAug 06Aug 05% change Revenue EBITDA Operating profit Operating margin (%) HEPS (cents) Diluted HEPS (cents) RONA35.9%24.0% Cash on hand

Altron balance sheet ratios Aug-06Aug-05 Return on capital employed (operating income: debt and equity) 31.4%23.5% Return on equity (attributable income: equity)23.5%16.8% Return on operating assets22.4%18.0% Return on net assets35.9%24.0%

Subsidiary company results (for the 6 months ended 31 August 2006) * JSE listed Revenue: R3.0bn32% Heps: 64c140% Op profit: R272m114% Cash: R338m Op margin 5.5%8.9% ROCE: 16.2%30.4% Revenue: R3.3bn13% Heps: 197c9% Op profit: R289m16% Cash: R1,272m Op margin 8.5%8.7% ROCE: 29.4%32.3% Revenue: R2.0bn15% Heps: 58c25% Op profit: R157m23% Cash: R(83)m Op margin 7.5%8.0% ROCE: 44.1%38.9% Shareholding 57.7% Shareholding 57.8% Shareholding: 100% * * *

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

Contribution per subsidiary RevenueOperating profit *Headline earnings AltechBTGPowertech Aug 06Aug 05Aug 06Aug 05Aug 06Aug 05 40% 23% 37% 42% 25% 33% 41% 22% 38% 50% 26% 25% 32% 16% 48% 45% 17% 32% Corporate & financial 4% 6% Rm * Corporate and financial Aug 06 & Aug 05 = (1%)

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

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

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

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

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

Eskom capacity project funnel Source: Eskom

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