1. Helmuth Fischer CBI 6 June 2006

2. Johannesburg

3. Thaboqwa Assembly Plants Hyqwa Lesotho 1 Hylesedi Lesotho 2

4. Market Segments and Products Market Segment Miniature Circuit Breakers Moulded Case Circuit Breakers Earth Leakage Protection Electricity Metering Wiring Accessories Surge Protection Devices Ready Boards Automation Equipment Motor Control Gear Residential xxxxxx Commercial xxxxxx Mining xxxxx Utilities xxxx Industrial xxxxxxx OEM xx

5. Ratio Export/Total Sales

6. Export Sales by Region

7. Total Revenue Mix 2001 and 2006

8. Circuit Breakers for Equipment Regional Markets  First World, in the main around industrial hubs.  Developing countries do contract manufacturing.  In these cases First World determines standards, designs, specifications. Products  Technology of our products provides benefits to customers.  Due to this some standard products are used in CBE applications.  Typical CBE products allow a multitude of variations.

9. Circuit Breaker for Equipment Sales per Region

10. CBE – Typical Market Segments ApplicationRegionMarket ShareDemand Low Voltage and decorative lighting USADominantSteady DC power supply for mobile telephone base stations, incl. G3 Germany Scandinavia Significant Remains high (incl. China) EL protection rolling stockUKSubstantialGrowing Railway signaling China Eastern Europe Dominant new market Steady growing Mobile generatorsEuropeSmallSteady

11. GDFI Forecast: Growth Building Industry (%) (Source: Bureau for Economic Research) 20032004200520062007 Residential9.910.619.310.56.9 Non-residential4.410.57.110.48.8 Total7.110.513.210.47.8 06.06.2006

12. Business Confidence Building Industry (Source: Bureau for Economic Research)

13. Market Trends - Residential  2005 vs 2004:  Increase in completed building plans of 50% in Flats and Town Houses  Decrease in dwellings <80m²  Real growth 11,8% p.a. in 2000-2005  Forecast 8% p.a. in 2006-2011  ESKOM rate of electrification has slowed down  Capital spend  Electricity spend ESKOM and Municipalities R50bn to 2010  Housing National and Provincial R32bn to 2010  Example  N2 Gateway project (W/Cape): 22 000 houses, so far only 770 complete, all with CBI products  W/Cape MEC stated by Dec 2006 16000 houses and 22000 serviced sites will be complete

14. Market Trends – Mining Local  Commodity prices up  Rand exchange rate positive  Inflation remaining low  Capital spend  Anglo American R36bn by 2009  Anglo Platinum R20bn by 2007  Impala Platinum R5bn by 2007 Export  More mining activities accessible in Africa  Ghana, Namibia, Angola, Zambia

15. Market Trends – Commercial/Utilities Local  Real growth 2000-2005 3,9% p.a.  forecast 2006-2011 8,2% p.a.  Capital spend until 2010 Examples  Gautrain R20bn  Sasol R12bn  Midrand expansion R11bn  Mittal R8bn  ACSA R5bn Export  Congo Basin Hydro Electric Scheme 800MWatt 2012

16. Typical Electrification Project Kiosk Switchgear Service Entry Switchgear Wiring Accessories Power Transformer Distribution Transformer Mini Sub-station Switchgear Kiosk Switchgear Kiosk Switchgear Electricity Meter Prepayment/ Conventional Distribution Board Residential Products Residential Dwelling Power Cable House Wire Service Entry Switchgear Service Entry Switchgear Lighting

17. Production since 2000

18. Extra-ordinary Capex 2005/20062006/2007 Additional CapacityR30 mioR40 mio Mechanisation, Automation R5 mioR20 mio

19. Yearly Imports Comparison % ChinaGermanyFranceItalyJapan (MAR - FEB) 0 3 6 9 12 15 18 21 24 27 30 33 36 2004/20052005/2006

20. Q&A