Westcon is Key to Unlocking Upside Potential
Datatec Limited is a South Africa-listed multinational ICT business, serving clients globally, predominantly in the networking and telecoms sectors. The group operates through three main divisions: Westcon International (distribution); Logicalis (IT services); and Analysys Mason (consulting). Westcon is Datatec’s technology distribution business, representing 62% of H122 group revenues and 37% of EBITDA. With global demand currently outstripping the market’s ability to supply hardware and solutions (chip shortage), Westcon is transitioning from being a specialist value added distributor to becoming a higher-growth, higher-margin technology provider. This transition unlocks the potential for double-digit y-o-y revenue growth.
Edison Group#ict#telecoms#chips#technology
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