JP Morgan1 April 2015

Electronics Putting Internet into Things

Sam WeissChairman

2

DisclaimerThis presentation has been prepared by Altium Limited (ACN 009 568 772) and is forinformation purposes only. It does not constitute financial product or investment advice or arecommendation to acquire Altium shares and has been prepared without taking into accountthe objectives, financial situation or needs of individuals. Before making an investment decisionprospective investors should consider the appropriateness of the information having regard totheir own objectives, financial situation and needs and seek legal and taxation adviceappropriate to their jurisdiction. Altium is not licensed to provide financial product advice inrespect of Altium shares.

Future performanceForward looking statements, opinions and estimates provided in this presentation are based onassumptions and contingencies which are subject to change without notice, as are statements aboutmarket and industry trends, which are based on interpretations of current market conditions.Forward looking statements including projections, guidance on future earnings and estimates areprovided as a general guide only and should not be relied upon as an indication or guarantee offuture performance. An investment in Altium shares is subject to investment and other known andunknown risks, some of which are beyond the control of Altium Limited. No representation orwarranty, express or implied, is made as to the fairness, accuracy, completeness or correctness ofthe information, opinions and conclusions contained in this presentation. To the maximum extentpermitted by law, none of Altium employees, its directors, employees or agents, nor any otherperson accepts any liability, including, without limitation, any liability arising out of fault ornegligence, for any loss arising from the use of the information contained in this presentation. Inparticular, no representation or warranty, express or implied is given as to the accuracy,completeness or correctness, likelihood of achievement or reasonableness of any forecasts,prospects or returns contained in this Presentation nor is any obligation assumed to update suchinformation. Such forecasts, prospects or returns are by their nature subject to significantuncertainties and contingencies. Before making an investment decision, you should consider, with orwithout the assistance of a financial adviser, whether an investment is appropriate in light of yourparticular investment needs, objectives and financial circumstances. Financial dataAll dollar values are in US dollars (US$) unless as otherwise presented.

IntroductionIntroduction

Agenda

Electronics - Putting the Internet & Smart into Things2

1

Designing Smart Connected Devices

Printed Circuit Boards Central to Electronics

About Altium

4

3

The Future of Microcontroller Based Electronic Design for theAutomotive Industry

5

4

30 Years of Continuous R&D in PCB Design Software

2010

1985

1991

1999

The company was founded by creatingthe first version of Altium Designer,Protel PCB

Altium Launches Protel forWindows - World's firstMicrosoft Windows-basedPCB design system

Altium Successfullycompletes an IPO onAustralian StockExchange

2006

Now

Altium launches AltiumDesigner 6, the worlds firstNative 3D PCB designsoftware

Altium launches Altium Designer13 introducing DXP 2.0, its nextgeneration integration platformopening up Altium Designer tothird-party developers

Altium launches PCBWorksintroducing a specialized versionof its PCB Design Software forSolidWorks

5

IntroductionAltiums H1 FY15 Financial Highlights

REPORT CARD

Acquire New Customers. Continued to aggressively acquire newaccounts at the same level as FY14.

Increase subscription renewals rates. Renewal rates in key regionsimproved from 81% to 84% (3%compared to FY14).

Maintain top line growth andexpand margins. First half 17% revenue growth andEBIT margin increased from 16% to26%.

$40

$35

$30

$25

$20

$15

$10

$5

$0H1FY14 H1FY15

EXPENSES EBIT EBIT margin %

Expanding Margins26%

16%

$37.8M Revenue(up 17% pcp)

AU 8cDividend

(up 50%)

$59.1MNet Cash

EBIT$9.6M

(up 84% pcp)

27,000Subscribers

(51% of H1 Revenue)

$33.7M Sales(up 9% pcp)

5.63 EPS(up from

3.11)

H1FY13

6

Altium Products

ElectronicDesignConcept Design Capture& Verification

EmbeddedSoftware

Development

FPGAPrototype

Printed CircuitBoard Layout Manufacturing

Altium VaultDesign Data Management &Collaboration Software

TaskingEmbedded Software

Development Tools

3D Printed Circuit BoardDesign Software

7

High Profile Customers

Automotive

Electronics & High-Tech

Life SciencesAerospace & Defence Consumer- Electronics

SemiconductorsIndustrial ControlsResearch & Education

Mobile Devices

Computers

8

PCB Design Software - Global Market Share

Printed Circuit Board Estimated Market Share (by Revenue)

Source: PCB Market Trends 2014 Gary Smith EDA

9

Global Reach

Main Operations CentresSan Diego, Karlsruhe, Shanghai

Research & Development CentresSan Diego, Ukraine, Netherlands, Shanghai

Sales and Support CentresSan Diego, Boston, Karlsruhe, Shanghai, Sydney

Network of channel partners, with over 50 authorizedValue-Added-Resellers

Global HQSan Diego

Corporate & Registered OfficeASX Listing Sydney

Regional HQShanghai

Regional HQKarlsruhe

10

Altiums High Level Strategy

Build Momentum byFocusing on Core

Strengths

Expand Market Reach throughPartnership

Grow Capability Through Acquisition

Partnership

Focus

Acquisition

Agenda

Electronics Putting the Internet & Smart into Things2

1

Designing Smart Connected Devices

Printed Circuit Boards Central to Electronics

About Altium

4

3

The Future of Microcontroller Based Electronic Design for theAutomotive Industry5

12

Rise of Smart Connected Devices

Informationis IndexedSearch & Discovery

1990sWeb 1.0

Social Networking

2000sWeb 2.0 People are Networked

Electronics putsInternet into ThingsInternet of Things

2010sWeb 3.0

13

IOT is Everywhere

Agenda

Electronics Putting the Internet & Smart into Things2

1

Designing Smart Connected Devices

Printed Circuit Boards Central to Electronics

About Altium

4

3

The Future of Microcontroller Based Electronic Design for theAutomotive Industry

5

15

Use of Smart Electronics in Everyday Things

The Nest thermostatlearns the temps youlike, turns itself downwhen you're away,and has remotecontrol through Wi-Fi

Complex Design withMultiple Printed CircuitBoards

16

Increasing Use of Electronics in Modern Cars

Up to 75% Electronic Value (Hines, 2012)Hybrid/Electric

Up to 40% Electronic Value (Hines, 2012) Traditional Vehicle

60%By 2017

Designing Smart Connected ProductsDesigning Smart Connected Products

Cloud System EngineeringCloud application development and infrastructuremanagement

Development of Control Systems inElectromechanical devices

Embedded System Engineering

Creation of high-performance electronic hardwarewith complex form factor

Electronics Engineering

Mechanical EngineeringDesigning complex objects with sophisticatedelectromechanical behaviour

Electrical EngineeringDevelopment of wire harness and electrical systems inElectromechanical devices

ECAD

MCAD

CloudComputing

The Multidisciplinary Challenge of Design

18

Electromechanical & Mechanical CAD Integration

Physical Domain Abstract Domain

Agenda

Electronics Putting the Internet & Smart into Things2

1

Designing Smart Connected Devices

Printed Circuit Boards Central to Electronics

About Altium

4

3

The Future of Microcontroller Based Electronic Design for theAutomotive Industry5

20

Printed Circuit Boards Central to Electronics

At the Heart of All Intelligent Systems Are Electronics and Printed Circuit Boards

21

Diversity of Applications

Automotive

Electronics &High-Tech

Life SciencesAerospace &Defence

Consumer-Electronics

SemiconductorsIndustrial ControlsAutomation

Research &Education

Mobile Devices &Communications

Computers

22

Increasing Complexity for PCB Design

23

Expanded Product Range to Meet Growing Demands

Agenda

Electronics Putting the Internet & Smart into Things2

1

Designing Smart Connected Devices

Printed Circuit Boards Central to Electronics

About Altium

4

3

The Future of Microcontroller Based Electronic Design for theAutomotive Industry

5

25

Microcontrollers are at the Heart of Smart Cars

Climate control unit -allows driver to controltemperature withthermostat. Also detectspollutants and shuts offair intake accordingly

Parking aid - operates warningsignal to let driver know howclose they are to object behindthem

Engine management - controls fuelinjection, engine temperature, ignition