INDUSTRIAL EQUIPMENT

Investor Day 2012

Gary Neubert – divisional CEO

Vision

To be the significant industrial and agricultural equipment supplier in

our chosen world markets, creating prosperity for and exceeding

expectations of:

• Done with Passion

• Always Growing

Our Stake Holders

Our People

Our Customers

2

Positioning Statement

“Eqstra Industrial Equipment is the Partner of Choice

(Employer, Supplier, Investment) in distribution, rental &

value-added services in the Industrial, Material Handling

and Agricultural Equipment market; offering a total

solution, providing best-in-class brands and delivering

optimal life-time value for our customers.”

3

EIE Divisional Structure EIE

CEO Gary Neubert

SIE Managing Director Denny Reddy

Toyota BT

Raymond Flexi

Industrial Power Hawker /

Hoppecke Batteries

Clark Forklifts Hako

JCB Teletruck / Skidsteer Loaders

Eqstra Compressed Air

Air Supreme Nu Air / Fini

EHL Director Ronald Erasmus

Konecranes (SMV)

Terberg SweFrame

Terex / Broderson

Mobile Cranes

Impact Managing Director

Terry Kendrew

Cat Lift Trucks

Kalmar

Combilift

Flexi

JLG

EAE General Manager Eugene Jonker

Same Deutz Fahr

600SA Director Candice Davis

Sierra Delta Brutus

Compactors

Safelift

Altec

Socage

Skiploaders

Bucher Schoerling

Road Sweepers

Fassi Cranes

EIE Financial Director Shumani Tshifularo EIE Human Capital

Manager Karen Keen

EIE Marketing & Communications G.M.

Karen Van Digilen

4

Product / Services

Current Future Priority Product /

Service

Forklift Sales H P/S

Hawker / Hoppecke Batteries and Chargers

H P/S

Fleet Management Systems H P/S

Industrial Cleaning Equipment – Hako H P/S

Parts & Accessories / Attachments H P/S

Service / Maintenance H S

Rental H P/S

Agricultural Equipment H P/S

Battery Bay Management H S

Compressors H P/S

Operator Training H S

Load Testing H S

Cranes & Port Equipment H P/S

5

Operational overview

Total staff compliment : 1 531 employees (SA & UK)

Units in operation : 26 310 units (SA)

Rental fleet SA Long term rental : 4 264

Short term rental : 2 815

Maintenance only : 1 966

Average age of fleet : 27 months

Rental fleet UK

Long term rental : 2 464

Short term rental : 1 096

Maintenance : 602

Average age of fleet : 25 months

Market share SA : 33%

Market Share UK : 4%

6

Target Markets

Manufacturing

Mining

FMCG

Warehousing

Container handling

Port operations

Agriculture industry

Airports

Municipalities

Waste management

Government

Contract cleaning

7

Major Competitors

Forklifts SA – Linde

– Hyster

– Goscor (Crown/Doosan)

Forklifts UK – Jungheinrich

– Toyota

– Briggs (Hyster/Yale)

– Linde

Agri – John Deere

– Landini

– New Holland

– Massey Ferguson

Heavy Lift – Liebherr

– Kalmar

– Sany

8

OUR RESULTS

9

Last reported financial results

Rm 2012 2011* % ch

Revenue-generating assets 1 523 1 201 26.8%

Inventories 392 337 16.3%

Other assets 447 354 26.3%

Operating assets 2 362 1 892 24.8%

Revenue 1 978 1 607 23.1%

EBITDA 544 473 15.0%

Operating profit 204 186 9.7%

Net finance costs (88) (83) 6.0%

Profit before taxation 130 101 28.7%

PBT margin 6.6% 6.3%

EBITDA to net finance costs 6.2x 5.7x

* Income statement reclassified for segment reallocations

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Operational overview

60% of forklifts sold into SA leasing book, 68% in the UK (For every R100m increase

in the Rental fleet book there will be a R9m negative impact on profitability in

year 1)

SA forklift market share dropped marginally due to yen strength and effects of

tsunami

Successful integration and improved performance from Heavy Lift business unit

(Konecranes port equipment and Terex mobile cranes)

Positive performance from Impact Handling UK (Cat Lift Trucks)

Acquisitions made post year end: 600SA and Air Supreme

ROE of 25.0%

11

Recent major orders (July to Nov)

Materials handling – Massbuild (Toyota, BT) – Mass Discounters (Toyota, BT) – Toyota Motors South Africa (Toyota) – Woolworths (BT) – Langeberg & Ashton (Toyota) – Kraft Foods (Toyota) – Coca Cola (Toyota) – Poly Oak (Toyota) – Bridge Shipping (Toyota) – Forklift & Allied - Namibia (Toyota) – Cold Chain (BT) – Lake International (BT) – Danone (Flexi)

Heavy Lift

– Transnet (Terberg Terminal tractors) – Namport (Terberg Terminal Tractors) – Namport (Konecranes Reach Stackers)

600 SA

– Zimbabwe (Waste Compactors)

12

OUR BRANDS

13

Toyota Forklift

Toyota Forklift founded

in 1984

BT Warehousing Equipment 1993 Raymond 2006

Flexi 2010

14

Clarklift

Introduced Clark Forklifts in 1999

Hako Industrial Cleaning Equipment 2008

JCB Teletruck 2007

JCB Skidsteer

JCB All Terrain Forklift

15

Industrial Power

Hawker Batteries & Chargers

2008

Hoppecke Batteries & Chargers

2012

16

Compressed Air

ABAC Compressors

2011

NuAir 2012

Most recently, Air Supreme

2012

17

Agriculture

Same Deutz Fahr Tractors and

Combine Harvesters 2009

18

Heavy Lift

Terex Mobile Cranes 2008

Broderson 2011

Konecranes & Terberg 2011

19

20

Large & medium container equipment

Straddle Carrier SC Ship-To-Shore Crane STS Rubber-Tyre-Gantry RTG

Terminal Tractor

Rail-Mount-Gantry RMG

Container Lift Truck FC Reach Stacker RST – EC Container Lift Truck EC

Heavy Lift

20

Lifting, Loading & Waste Management 2012

600SA

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AFRICAN FOOTPRINT

22

African Market Coverage

23

UK FOOTPRINT

24

25

New Location 2012

Current Impact Locations

Belfast Mechanical

Northern Ireland

Davcon Ltd

Southern Ireland

Western Mechanical

Handling

South West Acclaim Handling Ltd

South East

Hiremech Ltd

London

B & S Rentals

North East

NORTHERN IRELAND

Belfast Mechanical

Handling

REPUBLIC OF IRELAND Davcon Rentals Ltd (Dublin)

Western Mechanical Handling

B & S Rentals

Hiremech

Acclaim Handling

Ltd

DEALERS:

South Wales Fork Truck Hire Ltd

South Wales Fork Trucks

Hire Ltd

Impact Handling – UK Coverage

26

MARKET STATISTICS

27

Top 20 industrial Lift truck suppliers in 2011

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Worldwide Lift Truck Market

29

Total Units Ordered from Factories

Note: Figures based on calendar year

3537

5285 5489

7971 8114

8814

4353

5692

8375

9112 9385

9667 9956 10156 10359

0

2000

4000

6000

8000

10000

12000

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

SA Forklift Market

30

2668 2847

4428 4327

5280

4677

5724

5084

7157

5550

5155

7379

8200

7800

8190

7500 7500

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Tractor sales and forecasts

SA Market – Tractor Deliveries

31

INDUSTRIAL EQUIPMENT