A N N U A L   R E P O R T   –   2 0 0 3 Content Highlights Accounting policies Letter to shareholders Income statements Board and governance structure Balance sheets Group overview Cash flow statements Building and developing people Notes to the cash flow statements Corporate governance Statement of changes in equity Value added statement Notes to the annual financial statements Segmental analysis Principal subsidiaries Five-year financial review Share ownership analysis Summary of statistics Shareholders' diary Definitions Corporate administration and information Directors' responsibility Notice of annual general meeting Report of the independent auditors Currency conversion table Secretaries' certification Proxy form Statutory information   SUMMARY OF STATISTICS

2003 2002 2001 2000* 1999 SHARES Number of ordinary shares on which earnings per share is based (million) 188,3 187,0 191,7 203,7 200,4 Net worth per share (cents) - tangible only 450 380 464 454 336 Net worth per share (cents) - including intangibles 612 572 470 454 336 Headline earnings per share (cents) 183,5 229,5 174,8 139,6 136,8 Pro forma headline earnings per share (cents) 183,5 229,5 174,8 139,6 107,7 Basic earnings per share (cents) 156,9 198,1 173,3 179,2 179,2 Dividends per share (cents) - normal for the year 120,0 118,0 91,0 76,0 58,0 - special – ­ ­ ­ 250,0 Dividend cover (times) 1,5 1,9 1,9 1,8 2,4 Cash flow per share (cents) 417,7 187,9 187,9 179,9 241,4 Ordinary shares in issue (million) 206,0 204,4 204,1 204,0 200,5 Number of transactions - JSE 11 308 12 765 9 245 9 735 9 150 Number of shares traded (million) 76,4 76,4 67,0 79,0 122,8 Value of shares traded (R million) 1 380,4 1 438,2 969,2 691,2 987,6 Number of shares traded as a percentage of issued shares 37,1 37,4 32,9 39,0 61,2 Market price per share (cents) - year-end 1 710 1 860 1 615 1 125 800 - highest 2 230 2 220 1 850 1 230 1 000 - lowest 1 560 1 610 980 540 490 Earnings yield (%) at year-end 10,7 12,3 10,8 12,4 17,1 Dividend yield (%) at year-end 7,0 6,3 5,6 6,8 7,3 Price: Earnings ratio (times) 9,3 8,1 9,2 8,1 5,8 Market capitalisation (R million) 3 523 3 802 3 295 2 295 1 604 JSE actuaries electronics sector index at year-end (adjusted base 1999 = 2 346) 3 852 3 887 3 727 2 937 2 346 OTHER Number of employees 4 918 4 318 4 148 3 716 6 775 Revenue per employee (R000) 1 241 1 173 1 020 899 674 Operating profit per employee (R000) 124 109 91 74 44 Wealth created per employee (R000) 335 312 297 296 239 Employment cost per employee (R000) 142 130 118 109 119 PROFITABILITY, ASSET MANAGEMENT, LIQUIDITY AND LEVERAGE EBITDA as a percentage of turnover (%) 11,7 11,1 10,1 9,2 8,0 Operating margin (%) 10,0 9,3 9,0 8,2 6,5 Net asset turn (times) 6,8 5,9 5,2 4,8 7,5 Return on ordinary shareholders' funds (%) 31,0 44,1 37,3 26,1 34,0 Return on net operating assets (%) 63,5 70,0 57,4 50,2 62,3 Return on net operating assets excluding investments in associates (%) 78,4 71,5 57,7 48,0 61,7 Taxation as a percentage of profit before taxation (excluding abnormal items) 34,4 34,9 33,2 34,3 37,6 Total liabilities to total shareholders' funds (%) 179,8 177,4 145,2 118,0 192,9 Net borrowings/(cash) to total shareholders' funds (%) 32,8 47,5 3,4 (7,1) (104,7) Current ratio 1,6 1,6 1,5 1,4 1,3 Interest cover (times) 12,1 25,5 34,3 9,6 N/A

* Only the 2000 and 2001 statistics have been restated to take account of the change of accounting policies adopted on 1 October 2001 of depreciating all properties and accounting for dividends in the period that the declaration takes place.