INVESTING IN AFRICA

TransCentury AGM Presentation 29 May 2014

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•  Where we are today: TransCentury’s Infrastructure Focus

•  What we achieved in 2013: Highlights and Financial Performance

•  What has happened since year end: 2014 Post Balance Sheet Events

•  What are our future plans: 2014-2016 Infrastructure Projects

Strong growth trajectory over past 7 years

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Total Assets Net assets value

EBITDA Revenue

$31m

$67m $83m

$71m $84m

$126m

$157m

$137m

Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13

$46m

$120m $104m $115m $139m

$264m $254m $276m

Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13

$23m

$46m $40m $46m $66m

$130m $140m

$153m

Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13

$14m

$21m $19m

$15m $18m

$23m

$30m $26m

Dec-06 Dec-07 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13

CAGR: +24%

CAGR: +9%

CAGR: +30% CAGR:

+29%

Power infrastructure Engineering

TransCentury’s Infrastructure Focus

TransCentury

Infrastructure Projects

•  Electrification Play: Consolidation of electrification business under a common Group CEO

•  Energy and Transportation /logistics play: Critical Energy and transport infrastructure to support key pillars of the domestic and export economy

•  Oil & Gas Services Play: Specialised engineering, logistics and EPC contracting for the Oil & Gas, Power and Mining sector

Strategic Focus

•  E.A.Cables – manufacture aluminium & copper cable

•  Tanelec TZ– transformers, switchgear etc.

•  Tanelec Zambia – Mining Services

•  Kewberg - specialty cables manufacturer

•  CDC – manufacture copper cables

•  Leading manufacturer and supplier of cables and transformers for electrification projects

•  Part of a consortium awarded a 35MW Geothermal Power Generation Plant in Menengai in Kenya. Power Purchase Agreement (PPA) already initialled

•  Strong pipeline of other

similar infrastructure concessions across East Africa in Energy and Transportation Infrastructure in particular

•  Civicon – Civil, mechanical engineering, cranage & erection and logistics

•  AEA – Weigh Bridges, generators , bearings, sub-stations

•  Already serving Tullow Oil and TOTAL in Kenya and Uganda respectively who are the two largest Oil & Gas exploration players in the Region

Business activities

Libya

Tunisia

Algeria

Morocco

Guinea Bissau

Mauritania

Egypt

Chad

Niger Eritrea

Central African Republic

Nigeria

Mali

Senegal

Liberia

Togo

Cameroon

Ethiopia Somalia

Djibouti Gambia

Sierra Leone

Guinea

Ivory Coast

Benin

Democratic Republic of Congo

Uganda

Gabon Kenya

Burkina

Ghana Equatorial Guinea

Congo Rwanda

Tanzania

Mozambique Angola

Zambia

Burundi

Malawi

Botswana

Zimbabwe Namibia

South Africa

Lesotho

Swaziland

Madagascar

Sudan

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Operating Companies

Sales offices/agents

JHB, South Africa •  Speciality cables –

instrumentation, mining and control cables

KITWE, Zambia •  Turnkey electrical projects •  Electrical Engineering/

products •  Industrial Products

KINSHASA, DRC •  Copper – house wires •  Copper – armored cables

NBO, Kenya •  Low voltage vopper cables (D) •  Aluminum conductors (D) •  Medium Voltage Cables (T) •  Data Cables

Arusha, Tanzania •  OEM Transformers •  Repairs •  Switchgear

DAR, Tanzania •  Low voltage copper cables (D) •  Aluminium conductors (D) •  Enamel winding wire (D)

Manufacturing plants

Countries covered by:

Geographical  presence in Power

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Madagascar

Libya

Tunisia

Algeria

Morocco

Guinea Bissau

Mauritania

Egypt

Chad

Niger Eritrea

Central African Republic

Nigeria

Mali Senegal

Liberia

Togo

Cameroon

Ethiopia Somalia

Djibouti Gambia

Sierra Leone

Guinea

Ivory Coast

Benin

Democratic Republic of Congo

Uganda

Gabon Kenya

Burkina

Ghana Equatorial Guinea

Congo Rwanda

Tanzania

Mozambique Angola

Zambia

Burundi

Malawi

Botswana

Zimbabwe Namibia

South Africa

Lesotho

Swaziland

Established Offices Areas of Operations

CIVIL ENGINEERING South Sudan: Road construction, maintenance – over 4,000 kms of road built

MECHANICAL ENGINEERING Kenya: Construction of Ormat Geothermal plant in Naivasha

LOGISTICS Uganda: Transport of brewery vessels

Northern Sudan

Southern Sudan

Northern Sudan

Selected projects in various countries

CRANAGE & ERECTION Rwanda: Construction of a 25MW HFO plant in Kigali

CIVIL ENGINEERING Congo: Mining services for a 5.6 million ounce mine

Geographical  presence in Engineering

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•  Where we are today: TransCentury’s Infrastructure Focus

•  What we achieved in 2013: Highlights and Financial Performance

•  What has happened since year end: 2014 Post Balance Sheet Events

•  What are our future plans: 2014-2016 Infrastructure Projects

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Key achievments in 2013 – (2 of 2) Key Achievements in 2013 – (1 of 2)

•  Cableries du Congo •  Duty exemption for Copper imports •  Frame contract with SNEL

•  Tanelec Tanzania, Zambia and Uganda •  Improved sourcing of raw materials •  Investment in plant & machinery to improve

capacity & efficiency •  New repair facility opened in Uganda for Umeme

•  East African Cables: •  Investment in plant & machinery to expand

product offering and improve efficiency •  New site for expansion •  New legistlation requiring 40% local content in

Kenya •  Kewberg cables & braids

•  New factory layout and investment in plant & machinery to improve capacity & efficiency

Cables Transformers Switch gear Generators Contracting Projects

•  Overhead Conductors

•  Power & Control •  Specialty & Design •  Building Wire •  Data &

Communication •  Instrumentation &

Control Cables •  Mining Cables

•  Distribution transformers

•  Power transformers

•  Transformer Servicing

•  Low voltage Switchgear

•  Medium voltage Switchgear

•  Automation & Control Products

•  SDMO Generators •  Power Source •  Yor Power

Generators

•  Distribution & Transmission Lines

•  Substations Focu

s A

reas

:

Key achievements in Power in 2013

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Kenya

•  Construction of well pads in Northern Kenya for Tullow Oil to facilitate market leading Oil Exploration in Kenya

•  Building of a new mine in Kwale for Base Titanium

•  Expansion of Geothermal Power Station in Navaisha for Ormat to a capacity of 125MW

Uganda

•  Construction of well pads in Pakwatch and North Nile for TOTAL E&P

•  Construction of well pads in Lake Albert Basin for Tullow Oil

•  Construction of new fuel storage depot in Kampala for Vivo Energy

Tanzania and Zambia

•  Construction of Chemical Storage Tank Farm in Mtwara for Solvochem to support Off shore Gas exploration

•  Construction of Power Lines to support New Mine development in Zambia’s Copper Belt

•  New franchise dealership for Emerson to distribute products to the mines

DRC, Rwanda and S. Sudan

•  Construction of 500km’s of roads and 3 new Gold mines including 2nd largest Gold Mine in Africa

•  Construction and outfitting of Methane Gas Power Barge on Lake Kivu in Rwanda

•  Construction of a fuel storage depot for Tristar in Malakal in S. Sudan

Key achievements in Engineering in 2013

Case Example - Delivering large scale mine

•  New Mine Build •  8 month build duration •  800 personnel on site at peak •  On site construction camp •  High performance construction management •  High performance HSE Management - LTI/Environmental incident free

Kwale Mineral Sands Project – Kwale, Kenya

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•  Where we are today: TransCentury’s Infrastructure Focus

•  What we achieved in 2013: Highlights and Financial Performance

•  What has happened since year end: 2014 Post Balance Sheet Events

•  Where are we headed: 2014-2016 Infrastructure Projects

•  TransCentury exited its investment in Rift Valley Railways in March 2014 realising USD 43.7 million from the sale of its 34% stake in KU Railways Holding Limited

•  The proceeds from the Rift Valley Railways sale are being re-deployed towards the following:

(A) Growth Capital: Funds will be invested to support investments in plant and machinery across the various plants in Kenya, Tanzania, Zambia and South Africa (B) Greenfield Infrastructure Projects: Investment into a new 35MW Power Plant in Menengai, Kenya with a PPA already initialed (C) Debt reduction: Reduction in the Company’s bank borrowings

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2014 Post Balance Sheet Events

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•  Where we are today: TransCentury’s Infrastructure Focus

•  What we achieved in 2013: Highlights and Financial Performance

•  What has happened since year end: 2014 Post Balance Sheet Events

•  Where are we headed: 2014-2016 Infrastructure Projects

•  TransCentury is developing high return Infrastructure Projects in partnerships with key technical partners and has a strong pipeline of projects in excess of $500m of equity

•  Projects phased in 2014, 2015 and 2016 and focused on Power, Engineering and other Infrastructure projects.

•  TransCentury will add value by originating, building and operating

infrastructure projects along with technical partners •  Menengai 35MW Geothermal Power Station is the first such Project and will be built in 2014/2015 with the Power Purchase Agreement (PPA) already initialed

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2014 to 2016 Infrastructure Projects