Barloworld Equipment – Power

Viktor Salzmann

CEO Barloworld Equipment Iberia and

Barloworld Global Power

Mark Mencel

Executive director: LOB Electric Power

Barloworld Global Power

25 March 2013

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Power

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Barloworld Power Strategic Triangle & Vision

Vision: 20153 • To be a CAT Power top 5 dealer by 2015 • Achieved by being a recognised global market leader in the provision of integrated

customer solutions in Petroleum, Electric Power, Marine and Industrial/ Rail

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High level macro trend

Focus on geographic diversification:

Russian and sub-Saharan Africa

Focus on fuel flexibility:

Dual fuel, liquids, renewables, hybrid

Focus on natural gas opportunities:

Flaring reduction, LNG...

Focus on increasing product portfolio:

Turbines, water, smart grid, fuel cells

Focus on solutions in all strategies

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Regions

Support services

Lines of business

Structure

C. Thomson, Chairman Global Power Systems Supervisory Board

V. Salzmann, CEO Global Power Systems Executive Board

Iberia J. Beltran

Russia Jackson McAdam

Southern Africa G. Knight

Global Petroleum V. Arnold

Global Marine A. Benito

Global EP M. Mencel

Global Industrial S. Mngomezulu

Global Finance C. Griffin

Global Strategy V. Arnold

Global IT R. Tennant

Global HR Support M. Pinto

Finance Manager M. Martinez

Mkt Intel & Strat. João Pedro

Petroleum Nikolai Sokolov

Marine

EP P. Lysenko

Industrial

Petroleum A. Moreno

Marine & BMQC A. Benito

EP A. Moreno

Industrial A. Moreno

Petroleum Theo Jooste (SA) P. Fonseca (ANG)

Marine Theo Jooste (SA)

EP G. Knight

M. Mencel (SA)

Industrial Theo Jooste

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Barloworld Power value chain

Common Financial Reporting & Standard KPIs

Incubator Unit for Acquisitions

Common IT Systems

Strategic Global HR

Leverage

Logistics

&

Supply

Chain

Global

Team,

Local

Capability

Global

Marketing

Solutions

to

complement

core

(EPC)

Go

Beyond

CAT

Products

Go

Beyond

Plug-In

Products

IPP Mega

Projects,

Rental

Consulting

competency

Adapted from Porter

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Geography and people focused on Power

Company BW

STET BW

Finanzauto BW

Energia BW

Power BW VT Energo

Geography Portugal Cape Verde

Spain Angola South Africa, Zambia, Zimbabwe,

Malawi, Mozambique,

Namibia, Botswana, Swaziland, Lesotho

Western & Eastern Siberia, Yakutia, Russian Far East

Current Staff (Power Dedicated)

43 332 53 302 102

Barloworld Power operates in 14 countries worldwide, with a specific Power dedicated organization

* Information updated as of Jan-13

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Drilling • Russia (onshore)

• Angola (offshore)

• Mozambique (offshore)

• Namibia (offshore)

Well servicing • Angola

• Russia

• Mozambique (to be)

• Drilling O&G wells for

onshore and offshore

applications

• Completion of new wells

• Improving production from

existing ones

Gas compression • Russia

• Mozambique (to be)

• Namibia (to be)

Production

• Angola

• Russia

• Mozambique (to be)

• Gas engines used to drive

compressors for gas

recovery, reinjection,

gathering, processing,

storage and transmission

• Exploration, recovery and

transmission of petroleum

products including

gathering, production,

pumping, and refining

• Onshore and offshore

Petroleum market segments

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Passenger vessels • Iberia Cargo • Iberia

• Southern Africa

• Shipyards with expertise

and Spanish owners very

active in the Mediterranean

• Mainly after sales

• Direct influence on

workboats’ segment

Workboats • Iberia

• South Africa Others: Fishing/

military/ high P.

• South Africa

• Angola

• Namibia

• Largest part of BW’s marine

market

• Tug & Salvage

• Dredging

• Fishing - large opportunity

• Military - growing

• High Performance -

depressed

Marine market segments

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By customer/ market • Mining – Southern Africa,

Russia

• Data Centres – Iberia,

South Africa

By fuel • Diesel - All

• Gas – South Africa, Iberia,

Russia

• Residential • Commercial • Medical • Entertainment • Infrastructure • Industrial • Mining • Construction • Telecommunications

• Diesel / Heavy fuel oil

• Gas

(fossil fuel & “renewables”)

By application • Prime – Southern Africa,

Russia

• Standby - All

By business • Retail – All

• Investor – Russia, Southern

Africa

• Baseload

• Prime

• Standby

• Retail

• Package

• Turnkey

Electric Power market segments

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Some project highlights

Letseng Diamonds (EP) Telefonica Data Center (EP) Retail sales Portugal (EP) Coal of Africa (EP)

Nampower (EP) Vankor oil field (O&G) Optima Solutions (O&G) Sasol shutdown (O&G)

Nautic Africa (Marine) Ang. MaK Training Center (Mar) Heerema - Armon (Marine) Vossloh locos (Rail)

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Cat acquisitions / JVs

MWM

Black Horse JV

(Cat and Ariel)

Pyroban

Azimuth Thrusters company (To be announced)

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Strategic options

MWM MAK CM offshore

Sullauir EFM

Water treatment

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Rail joint venture for Barloworld territories (as per our Southern Africa equipment territories)

• Joint venture agreement with Progress Rail

• Key opportunity & challenge

- Transnet tender in progress for 500 diesel electric

locomotives to be adjudicated early this year

- Other Barloworld Southern Africa territories opportunity

for Rail solutions:

• Locomotive

• Railcar

• Engineering

• Track

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Power Questions?