D-Link India Ltd Investor presentation www dlink co

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Disclaimer The information contained in this presentation is only current as of its date. All actions and statements made herein or otherwise shall be subject to the applicable laws and regulations as amended from time to time. There is no representation that all information relating to the context has been taken care off in the presentation and neither we undertake any obligation as to the regular updating of the information as a result of new information, future events or otherwise. We will accept no liability whatsoever for any loss arising directly or indirectly from the use of, reliance of any information contained in this presentation or for any omission of the information. The information shall not be distributed or used by any person or entity in any jurisdiction or countries were such distribution or use would be contrary to the applicable laws or Regulations. It is advised that prior to acting upon this presentation independent consultation / advise may be obtained and necessary due diligence, investigation etc may be done at your end. You may also contact us directly for any questions or clarifications at our end. This presentation contain certain statements of future expectations and other forward-looking statements, including those relating to our general business plans and strategy, our future financial condition and growth prospects, and future developments in our industry and our competitive and regulatory environment. In addition to statements which are forward looking by reason of context, the words ‘may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential or continue’ and similar expressions identify forward looking statements. Actual results, performances or events may differ materially from these forward-looking statements including the plans, objectives, expectations, estimates and intentions expressed in forward looking statements due to a number of factors, including without limitation future changes or developments in our business, our competitive environment, networking technology and application, and political, economic, legal and social conditions in India. It is cautioned that the foregoing list is not exhaustive. This presentation is not being used in connection with any invitation of an offer or an offer of securities and should not be used as a basis for any investment decision. Investor Relations : - http: //www. dlink. co. in For any queries, write to: ir@dlink. co. in www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Booming Indian Networking Sector Led by the Boom in the Economy, the Indian Hardware / Networking Sector is also Witnessing Strong Growth IT Spending Now A Strategic Decision By Customers Ø Domestic IT spending is rapidly increasing in recent years, fuelled by unprecedented growth in IT, ITe. S, telecom, banking and insurance verticals. Ø NASSCOM estimates that the domestic spend on IT shall reach US $ 12. 5 billion in 2006 from $7. 5 billion spent last fiscal. Ø As per Gartner, the Enterprise spending on hardware in India is expected to grow by 21. 1 % to $3. 34 billion. Ø The Indian IT sector alone, expects to require hardware worth USD 77 bn by 2010 as per an Asia. Times article. Ø The Electronics Manufacturing Services market is expected to be around US $4. 6 billion by 2010. Ø Immense opportunities for contract manufacturing as domestic industry becomes more competitive. Ø Increased PC and Internet Users PC & Internet penetrations witnessing exponential growth. www. dlink. co. in Source: Do. T, NASSCOM & Telescope Survey, ISPAI As per a MAIT – E&Y study, Indian Hardware and Networking Industry has the potential to reach USD 62 bn by 2010 © 2007 D-Link India Ltd. All rights reserved.

Booming Indian Networking Sector Regulatory Regime • Increased Govt Focus – Government committed to increasing the internet penetration by ushering in a broadband revolution – 30% value – Government encouraging equipment industry to set up base in India www. dlink. co. in 23% CAGR Broadband Revolution Ø Broadband services have been introduced and standard computers now come equipped with broadband modems Ø Broadband market estimated at over Rs 20 bn Ø Subscriber base expected to increase from 0. 18 mn in 2005 to 18 mn in 2010 Ø Advent of broadband connectivity to drive demand in the internetworking segment © 2007 D-Link India Ltd. All rights reserved.

D-Link India Ltd

Corporate Profile • • • Founded in 1993 as JV between Mr. K. R. Naik and D-Link Corporation. Publicly listed in 2001 at Major Stock Exchanges in India (BSE/NSE) Present Shareholding Promoters 62% public 38% Paid-in Capital: Rs. 60 Mn (US$ 1. 33 Mn) Current Market Cap: around US$ 50 Mn Very first networking players in the country – Very few who have successfully survived • Well integrated Business Model Starting from Manufacturing to Servicing. • Employee strength www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Integrated “Business Model” Software and R&D • Designing & Developing own IPR products • Specialized in Embedded Systems with technical focus on VOIP and Networking • Servicing 3 rd party requirements www. dlink. co. in Manufacturing Marketing • 4 state of the art mfg plants meeting Intl stds • 70% of local demand manufactured locally • Versatility of SMT lines allows manufacture of wide range of IT products • Well known brands – D-Link, Gigabyte, Foundry • Dominant Market presence • Broad product spectrum Distribution • Strong acclaimed Channel presence • Unique Distribution setup • Wide-spread reach • Unchanged distribution setup Service • Strong Service & Support record • 17 Branch offices providing active post sales tech support • 16 product service centres • Tech support call centre providing voice & email based tech support domestically and globally © 2007 D-Link India Ltd. All rights reserved.

Product-Reach Ø Networking Products: NIC’s , Switches Hubs, Repeaters, Transceivers, Converters, Print Servers, NAS, Switches: catering to all markets including SOHO, SMB and enterprise. Ø Internetworking products: Modems, routers, firewall, internet server, VOIP, Broad band products. Ø Structured Cable: comprising of entire range of Fiber and Copper passive products Ø Vo. IP - IP Telephones, Station Gateways, Trunk Gateways, IPPBX, Gatekeepers etc. Ø Broadband Products: ISDN/Cable/DSL Routers, ADSL Modem, Video conferencing, Wireless Routers “Complete basket of products for all networking and communication needs” www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

“Services” driver of Sales “With growth in higher middle class services will be the major driver of sale in this industry. ” Ø Service Centers – D-link’s has nationwide Service Centres – Our Strength: All services upto level 3 repairs can be carried out in the service centres Ø Call Center – Provides Level 1 & 2 support for D-link products. www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Dominant Market Position DIAL UP MODEMS RANKING MARKET SHARE SWITCHES RANKING MARKET SHARE D-LINK 1 60% CISCO 1 71% DAX 2 14% D-LINK 2 8% MROTEK 3 13% NORTEL 3 6% MODEMS WLAN ATRIE 1 28% CISCO + LINKSYS 1 43% MROTEK 2 27% D-LINK 2 25% D-LINK 3 25% NETGEAR 3 9% MOTHER BOARD STRUCTURED CABLING INTEL 1 27% GIGABYTE 2 26% ASUS 3 15% www. dlink. co. in TYCO 1 28% SYSTIMAX 2 27% D-LINK 3 14% © 2007 D-Link India Ltd. All rights reserved.

FY 06 Highlights Conceptualization & setup of strong Enterprise Business Unit (EBU) team to explore huge the Enterprise market – Leverage the end to end delivery model of d-link – Leverage the already robust channel segment to cater to Enterprise segment. R&D facility continued development / IP’s for own products. – IPPBX developed by R&D has been well received in US. Services Centers – Service centers were increased from 5 to 16 pan India. Company started catering to DLink Corporation’s other Overseas Business Units (OBU’s). – Commence d export of its own products to OBU’s. A year of Strategic Alignment Board got strengthened by induction of two new professional independent directors. – Increased focus on corporate governance and value creation

Expanding Businesses: Milestones Expanding product portfolio 1993: Networking product line 1998: Internetworking range of products 1999: Structured Cabling (fiber & copper) range 2000: Broadband Application products 2002: Motherboards - Gigabyte 2004: High end networking solutions with Foundry Networks (Co-brand) (% of Total Business) D-Link Corporation Products: 30% D-Link India Developed Products: 30% Gigabyte Products: 30% www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Strategic Partners & Alliances • D-link Corporation: D-link India OBU of d-link corporation • Foundry Network Inc. : Co-branding in High End Networking • Gigabyte Technologies, Taiwan : PC components and peripherals. www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Commitment to increase shareholder value Competitive Advantages Strong Fundamentals Strong Fundam entals Among Top 2 Players Across Product Categories Established brand name Dominance in SOHO market Induction of Professional Management Integrated across the chain of activities Strong and loyal distribution network a key strength for the company Strong service network built over the last year to act as an entry barrier Established presence in inter-networking space that is witnessing explosive growth Generic brand in the area of modems Growth Initiatives Potential for Value Accretion Well positioned to establish dominant position in the explosive market for broadband, Wireless and Vo. IP products Management initiatives such as induction of professionals and setup of separate focused Enterprise Team expected to bear fruits in the near term Cost Rationalisation Recent management initiatives to control costs and improve profitability - Manufacturing and R&D to be made profit centres - To generate revenues through EMS manufacturing Enterprise Segment - Currently dominated by Cisco; estimated at Rs 8 bn, presenting revenue opportunity of at least Rs 700 – 800 mn www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.

Commitment to increase shareholder value Growth Drivers of D-link – Product range: Complete range of products – Sales and marketing: strong experience in creating brands, strong distribution channel – Service: one of the few players having inhouse service – Manpower: Committed and loyal workforce – Technology and Quality: In-house R &D facility, Focussed on developing our own IP’s and products. www. dlink. co. in © 2007 D-Link India Ltd. All rights reserved.