HANSEN TECHNOLOGIES LIMITED — Investor Presentation 2014

Sep 1, 2014

1

Hansen Overview

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Introducing Hansen Technologies

• Founded in 1971, Listed on the ASX (HSN) in 2000

Our team

• 400 plus staff worldwide, located in 12 countries with primary offices in Australia, UK, USA, NZ, China and Argentina

• Stable management team

• IT staff tenure double industry average

Financial strength

• History of solid cash flow generation

• Minimal external debt (net debt/equity of 9%)

• Restructured and more distributed shareholder base

• History of dividend distribution – over $45m distributed to shareholders in the last 5 years (including 2014 final dividend)

International operations

• Software solutions operating in 43 countries, including: Australia, USA, Japan, UK, Spain, Ireland, New Zealand, Canada, South America, Africa, Scandinavia, India, Middle East & China

• Strategic acquisitions in 2008, 2010 and 2013 x 2 all paid for from in-house cash reserves. Banner acquisition in 2014 funded in part by debt

Global Market Experience

North America Europe Asia / Pacific

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Full Year Results

Record result for Hansen, with growth over pcp positively impacted by organic growth and acquisitions (ICC, Utilisoft and Banner)

12 mths ending A$ million	Jun-13	June-14	% change
OperatingRevenue	63.8	86.0	+35%
EBITDA	15.7	24.1	+53%
Profit before tax	12.6	19.5	+54%
Income tax expense	(3.5)	(4.7)	+32%
Net Profit After Tax	9.1	14.8	+62%
Earningsper share(cents)	5.7	9.2	+61%

Half on Half Comparison

Six months to June 2014 has shown continued growth over the half year ending December 2013, which benefited from a full six month contribution from both the ICC and Utilisoft Revenue acquisitions 50.0 9%

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9%
50.0
11%
40.0 38% 44.8
41.2
30.0 37.0
Revenue 20.0 26.8
10.0
EBITDA
0.0
15 Dec-12 Jun-13 Dec-13 Jun-14
16%
19%
12.9
10 46%
11.2
9.3
EBITDA
5 6.4
NPAT
0
10
Dec-12 Jun-13 Dec-13 Jun-14
8 6%
36%
6 39% 7.2 7.6
NPAT 4 5.3
3.8
2
0
Dec-12 Jun-13 Dec-13 Jun-14
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A$m

Our Core Business: Customer Care & Billing

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Strategic Matrix – Products and Industries

While our focus is customer care & billing, we are diversified across a matrix of products, industries …

Electricity / Gas / Water PayTV / Telco

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Energy & Telco Energy - large retailers and distribution co’s Energy - complex billing & Smart Grid PayTV Energy - market data management Energy & water - municipal market

Strategic Matrix – Geographies

… and geographies

Revenue contribution by region

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100
A$m
80
60
40
20
0
2012 2013 2014
APAC Americas EMEA
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We expect to see a more even contribution from each of the regions in FY2015

Strategic Matrix – Emerging Markets

• Exposure to both developed and emerging markets is another aspect to our matrix

• In particular, Hansen’s ICC product is well positioned to satisfy growth in PayTV demand

• Demonstrated by our recent announcement of a 7 year licence agreement with DirecTV Latin America for its PanAmericana division - provides satellite PayTV to over 6 million subscribers

DIRECTV LATIN AMERICA TOTAL SUBSCRIBERS

(millions of subs)

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26% CAGR 17.6
15.5
11.9
8.9
2010 2011 2012 2013
Includes SKY Mexico
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• Anticipate an increasing amount of organic growth will come from emerging markets, as the level of PayTV penetration increases from current low levels

Strategic Matrix – Benefits

The benefits of our Strategic Matrix include:

1. Best of breed solutions – reap the benefits of scale and scope, being able to leverage product solutions and subject matter experts from across our business to meet the needs of different market segments

2. Stable platform - the business is not overly exposed to a single customer, product, industry or region. While not immune from market forces that affect all businesses, the mission critical nature of our proprietary software, added to our diversification, does provide a level of relative stability

• 3. Employee engagement enhanced career development opportunities for our staff, who are able to cross skill across technologies, industries and geographies

Company Growth Strategy Simplified

 Pursue wall-to-wall services for our customers

• Turn key packaged solution and any other variable specified by the customer

• Sell existing suite of products to new customers

• HUB, Peace, Utilisoft, Nirvanasoft and Banner for Energy / Water

• HUB and ICC for Pay TV / Telco

• Make acquisitions that leverage our knowledge and location

Adding Value Through Acquisitions

 Hansen has a successful and disciplined M&A track record

• Peace, NirvanaSoft, ICC, Utilisoft, Banner

• Hansen targets acquisitions

• in and adjacent to its core business

• to gain additional market reach

 Banner acquisition increased our presence in North America – extending our product offering into Water and into the municipal market

Fiscal 2015 Outlook

Expect operating revenue in excess of $95m

Continue to target an EBITDA margin of 25-30%

Solid platform for continued growth

Success of recent acquisitions validates our selection criteria, and execution methodology