ECS Corporate Presentation 1Q13 Financial Results Update 8 May 2013

Preferred Supplier of Choice for ICT Products & Value-added Services Recent Developments 1Q13 Financial Results Growth Strategies Investment Merits Appendix – Corporate Profile

CONTENTS RECENT DEVELOPMENTS Continuing to grow products and services portfolio in 1Q13...

• Expanded tablet PC range – Appointed by to distribute Surface tablet PC • Surface RT launched in April 2013 • Surface Pro to be launched in June 2013 – ECS now major tablet PC distributor to the local market, with models from Apple, , and already in the stable • Expanded distribution segment – Now also the distributor for Lenovo and Samsung mobility devices for the enterprise market – New products augment existing Ascend P1 offering • Enhanced Enterprise Systems portfolio – Appointed by IBM to offer its SmartCloud cloud computing solutions to the enterprise market – Inks deal with CA Technologies to distribute its data management solutions in Malaysia

Recent Developments 4 1Q13 FINANCIAL RESULTS Revenue mainly boosted by tablet and notebook PC sales... profit, however, affected by lower contribution from Enterprise Systems

Revenue & Profit Analysis 6 All three business divisions report revenue growth... Enterprise Systems’ profit margin, however, not matching to last year’s

1Q13 Revenue: RM320.3 mil 1Q13 Gross Profit: RM19.6 mil

+5.2% YoY +4.0% -22.1% YoY YoY

+3.9% +38.7% YoY +15.2% YoY YoY

ICT Distribution Enterprise Systems ICT Services

Revenue 1Q12 1Q13 Gross Profit 1Q12 1Q13 (RM’mil) (RM’mil)

ICT Distribution 197.7 207.9 ICT Distribution 8.4 8.7

Enterprise Systems 104.4 108.5 Enterprise Systems 12.7 9.9

ICT Services 3.3 3.9 ICT Services 0.7 1.0

Total Revenue 305.4 320.3 Total Gross Profit 21.8 19.6

Segmental Revenue 7 Continues to optimise working capital needs by controlling debtors’ and inventory levels...

Operation Statistics 8 Balance sheet remains strong...

(RM’mil) As at 31.3.13 As at 31.12.12 Comments Plant & Equipment 4.7 4.7 -

Other Non-Current Assets 2.3 2.1 - Current Assets 305.9 324.8 Decrease due to lower debtor level

Current Liabilities 119.0 143.9 Due to lower payables and accruals

Non-Current Liabilities 0.0 0.0 - Total Shareholders Equity 194.0 187.6 In line with increase in retained profits

Total Borrowings - - No borrowings Cash & Cash Equivalents 67.1 73.0 - Gearing (net of cash) (x) Net cash Net cash Able to fund future expansion initiatives easily Net Assets/share (RM)* 1.08 1.04 -

*Based on total number of shares of 180.0 mil shares of RM0.50 par

Balance Sheet 9 GROWTH STRATEGIES

10 Growth in the ICT sector remains unabated... driven by consumer demand and public sector initiatives

• Malaysia’s 2013 ICT spending expected to hit USD10.6 billion (Source: IDC) – Up 4.0% from 2012’s estimated USD10.2 billion – Compounded annual growth rate of 8.0% between 2011 and 2016 – To be driven by expected growth in tablet PC, enterprise networking, service provider equipment and smartphone demand

• Consumer demand for smart devices in Malaysia on the rise (Source: IDC) – Smartphone spending to hit USD2.1 billion in 2013 • Up 30.3% from 2012’s estimated USD1.6 billion – Tablet PC sales to grow 17.7% to USD664 million

• Good potential for further ICT growth (Source: Media reports) – Government initiatives like the Economic Transformation Programme (ETP) and Digital Malaysia Master Plan expected to be growth catalysts – SME investment in ICT still low; opportunity for growth – Cloud computing adoption in Malaysia inevitable; already made headway in regional neighbours Japan, Hong Kong and Singapore

Sector Opportunities 11 Strategies in place to spur the Group forward in non- traditional segments ...

• Expanding tablet and ultrabook PC offerings – Already distributing Microsoft Surface RT; looking to distribute Surface Pro variant in June – Ultrabook PCs have high-growth potential • Main demographic for ultrabooks – enterprise users – posted sales growth in a quarter where consumer PC demand fell (Source: Gartner) • Cheaper prices of newer, more advanced models in the consumer market can lead to higher PC sales – Continuing to look for more devices to add to product portfolio • Eyeing further expansion of smartphone portfolio – Expanded offerings with Lenovo’s entire line of consumer smartphones; also offering Samsung’s entire range of enterprise mobility devices – Looking to add more products to tap into market opportunities • Targeting opportunities in cloud computing – Augments existing enterprise systems products and services – Modular IBM SmartCloud enterprise solutions to generate recurring income from both large enterprise and SME clients

Growth Strategies 12 INVESTMENT MERITS

13 Single-digit valuation make the Group an interesting prospect for investors keen on Malaysia’s ICT sector...

Share Price (@ 30 Apr 2013) RM 1.14 Market Cap (@ 30 Apr 2013) RM205.2 mil Trailing PE Ratio 7.3x Trailing EV/EBITDA 3.6x Price to book ratio 1.1x Historical Net Dividend Yield 4.8%

Valuation 14 Solid fundamentals, market leader, growth catalysts and dividend policy underpin an interesting investment case...

Market leader in ICT distribution in Malaysia

Domestic ICT market continues to be growth industry

Cloud computing and mobility devices to be growth catalysts

Net cash position allows for future expansion

Dividend policy of 30% payout’s historical net yield of 4.8%

Single-digit PE valuation an affordable entry into ICT growth proxy

Investment Merits 15 THANK YOU 08 MAY, 2013 APPENDIX – CORPORATE PROFILE

17 Malaysia’s leading ICT distribution hub...

• Established in 1985, ECS is in the business of distributing ICT products in Malaysia

• ECS’ range of products include volume ICT products (notebooks, desktop, computers, printers and ) and value enterprise systems (network, communication infrastructure, servers and enterprise software)

• ECS has working relationships with more than 30 global brands such as Hewlett Packard, Asus, , IBM, Cisco, Microsoft, Apple, Oracle, Epson, Samsung, Buffalo, Adobe, Juniper, Blue Coat, VMWare and .

• ECS has a nationwide distribution network of more than 3,000 resellers consisting of retailers, system integrators and corporate dealers.

Background 18 Aims to be at the centre of all things IT...

To be the leading provider of ICT products and value- VISION added services. We strive for sustainable growth to achieve optimum returns to shareholders.

• To be the preferred supplier of choice for ICT products and value-added services by building stronger customer relationships. MISSION • To bring the best-of-breed ICT products and services to enhance the competitiveness of our customers' businesses.

Vision and Mission 19 More than two decades in the ICT industry since the advent of personal computers...

1985 • Began business in marketing personal computers under K.U. Sistem Sdn Bhd (now known as ECS KU Sdn Bhd)

1986 • Management buy-out of K.U. Sistem Sdn Bhd by founders Foo Sen Chin and Dato’ Teo Chiang Quan • Pericomp Sdn Bhd (now known as ECS Pericomp Sdn Bhd) was formed to distribute peripherals to dealers

1994 • Set up a branch office in Penang

1997/98 • KUS Holdings Sdn Bhd (now known as ECS Kush Sdn Bhd) won the inaugural Enterprise 50 award • Astar Sdn Bhd (now known as ECS Astar Sdn Bhd) won the Enterprise 50 award

2000 • KUS Holdings Sdn Bhd (now ECS Kush Sdn Bhd) became a 60% subsidiary of ECS Holdings Limited of Singapore

2001 • Listing of ECS Holdings Limited on the SGX Mainboard

2004 • KUS Group of companies adopted the ‘ECS’ corporate identity • ECS ICT Berhad was awarded MSC status by MDeC

2005 • Introduction of program to install credit card terminals at resellers’ sales points

2006 • Implemented Enterprise Knowledge Portal to improve information storage and sharing

2007 • Establishment of warehouses in Kota Kinabalu and Kuching

2008 • Installation of 720 credit card terminals with over 107 retailers to improve collections • Implemented the FPX payment gateway which enables direct online payment from resellers • Establishment of sales office in Johor Bahru and Kuantan • Launch of our integrated corporate office and warehouse facility in Kota Damansara

2010 • Listing of ECS ICT Berhad on the Main Market of Bursa Malaysia Securities Berhad

2011 • Appointed strategic authorised distributor for Dell’s commercial & consumer products & solutions • Appointed as Lenovo's distributor for 3 business segments: Consumer, Small & Medium Business and Relationship (corporate) • Set up of ECS Technology Centre at ECS’ head office, showcasing Oracle Exadata Database machine, the first in Malaysia • Nominated as one of the companies in "The Edge Billion Ringgit Club“

2012 • Appointed distributor for 7 and Asus Padfone tablet PCs; enters smartphone segment with P1 & first foray into cloud computing • Signs agreement to distribute Huawei’s entire range of enterprise systems products and services • Undertook 1-for-2 Bonus Issue

2013 • Appointed distributor for , Microsoft Surface RT, IBM SmartCloud for enterprise and CA Technologies Milestones 20 Focused on the distribution of ICT products...

ECS ICT Berhad

Investment holding and provision of e-commerce systems and solutions

ECS Kush ECS Astar ECS KU ECS Pericomp Sdn Bhd Sdn Bhd Sdn Bhd Sdn Bhd (100%) (100%) (100%) (100%)

Management, Financial, Distribution of ICT Provision of ICT Distribution of Value ICT and Logistics services Products Systems and Services Products

Corporate Structure 21 Well-positioned to play and intermediary role in the ICT supply chain...

ICT Principals

ICT Distributors Resellers

Retailers, System Integrators, Corporate Dealers

Resellers

End Customers Direct Sales Two-Tier Distribution One-Tier Distribution

Market Positioning 22 “One-stop shop” ICT supplier for diverse customer base...

ICT DISTRIBUTORS

Channel Development and Management ICT PRINCIPALS END USERS Logistics Value Products Finance RESELLERS Finance

Services Telco Network & System Communication . Pre-sales Integrators Manufacturing

Servers . System Architecture Solutions Storage Economies of Services . Implementation Single Software Scale and Better Providers Total Source Pricing . Training solution Government Supplier Service Volume Aggregation . Post-sales Providers Corporate Products . Maintenance Corporate Enterprises PCs Dealers Notebooks Commercial Printers Retailers SME Supplies Software Home

After sales support

Business Model 23 Principals are the “who’s who” of brands in the ICT industry...

Product Portfolio 24 ECS distributes a wide array of ICT products and Enterprise Systems... a rare distributor with strong technical support

ICT Products Enterprise Systems ICT Services

• Notebooks •Servers • More than 30 engineering • Tablet PCs •Network Systems personnel providing support for • Personal Computers •Data Centers ICT products • Printers •Enterprise Software • Over 150 certifications from 15 • Software principals • LCD Monitors

Products and Services 25 Established and efficient distribution infrastructure backed by advanced logistics centre...

• Purpose-built flagship warehouse in Warehouses & Offices Kota Damansara spanning 40,000 sq ft

• Handles an average intake of 5 containers and output of 25 lorries per day • Daily sales of RM4 mil to RM5 mil with 400-500 invoices/deliveries

Distribution Infrastructure 26 Led by industry veterans...

Mr. Foo Sen Chin, Managing Director • Responsible for steering the Group’s overall corporate direction; instrumental in guiding ECS into a RM1 billion company • Has more than 30 years of experience in the ICT industry • Graduated with a Bachelor of Science in Electrical and Electronic Engineering from the University of Birmingham, UK; later obtained an MBA from Cranfield School of Management, UK • A key figure in the ICT industry: served as councilor, treasurer, and deputy chairman of PIKOM from 1995 – 2005; on PIKOM’s board of advisors from 2006 to present Mr. Soong Jan Hsung, Executive Director • Responsible for the development of new sales and marketing strategies • Contributed significantly to the Group’s success, especially in market development aspects • Has more than 20 years experience in ICT distribution • Graduated with a Bachelor in Science majoring in Mathematics from the University of Malaya Mr. Tee Ang Kuan, General Manager

• Responsible for overseeing the Group’s operations such as developing business and marketing strategies, marketing and distribution of ICT products, and sales staff management • Has about 24 years of experience in the promotion and distribution of ICT products to end users as well as corporate customers • Graduated with a Bachelors of Art (Honours) majoring in Economics from the University of Malaya Mr. Chan Puay Chai, Financial Controller

• Responsible for the Group’s financial planning & control, financial compliances, credit management, risk management, and other finance related operations • Has about 20 years of experience in various key accounting positions • Is an associate member of the Charted Institute of Management Accountants (U.K.) and a registered accountant with the Malaysian Institute of Accountants

Key Management 27 Part of a leading regional ICT player that is listed on the SGX... 33% free float

Sengin Oasis Hope Dasar Technologies ECS Holdings Ltd Sdn Bhd (1) Sdn Bhd (2) Sdn Bhd

Listed on SGX, Singapore Incorporated in Malaysia Incorporated in Malaysia Incorporated in Malaysia

41.0% 12.2% 8.6% 5.5%

ECS ICT Berhad

(1) Deemed interest of Mr. Foo Sen Chin, Managing Director of ECS ICT Berhad (2) Deemed interest of Dato’ Teo Chiang Quan, Chairman of ECS ICT Berhad

Substantial Shareholders 28 ECS’ leadership driven by established brand name, efficient distribution ability and strong relationships with principals ...

1 2 Established Name in ICT Industry Partnership with Key ICT Players • In business for more than 25 years since • Long term track records with more than the introduction of personal computers 30 leading ICT principals

3 Wide range of ICT products Strong Technical Support Team 4 • More than 3,000 SKUs (Stock Keeping • Team of 30 certified service personnel Unit) sold in FY2012 with certifications from leading ICT principals

5 Time-tested Distribution Infrastructure Effective Financial Management 6 • Extensive network of more than 3,000 • Effective inventory management to resellers minimise product holding cost • Timely delivery supported by a fully- • Credit card terminal programme, trade integrated ERP system card programme and ePayment interfaces to improve collection and profit margin

Competitive Advantages 29