Warsaw, August 27th, 2012

Asseco Group Results

HY 2012

Strong financial results – solid numbers

and strong performance

Consequent and profitable growth

Further integration within Business Units

Building and extending of Asseco’s

competences – M&A and internal

development

We know how to win!

Successful Implementation of Asseco’s Strategy

1

Consolidated Financial Highlights for H1 2012

2

1) Adjusted operating profit: adjustments to H1 2011 include PLN -9.1 m for implementation of EU co-financed project and PLN 17,5 m for amortization of assets

identified as part of the PPA process; adjustments to H1 2012 include PLN 37,3 m for amortization of assets identified as part of the PPA process. 2) Adjusted net profit: adjustments to H1 2011 include PLN -7.3 m for implementation of EU co-financed project and PLN 8.9 m for amortization of assets identified

as part of the PPA process; adjustments to H1 2012 include PLN -5.5 m for regaining of control over Sapiens International, PLN 2.5 m for write-off of Globenet ,

PLN 4.4 m for write-off of Asseco Spain, PLN -4.9 m for reversal of write-off of Globenet and PLN 12.5 m for amortization of assets identified as part of the PPA

process.

PLN 2 667 m Sales revenues

+14%

PLN 4 862 m Backlog

+11%

PLN 2 043 m Proprietary software and services

+20%

PLN 372 m

Operating Profit (adj.)1

+6%

PLN 204 m

Net profit (adj.)2

+11%

Good Performance in Weaker Market Condition

3

Revenue and net profit growth (Δ H1 2012 / H1 2011 )

Asseco

Software AG

Unit4

Sopra Group

Tieto

Indra

-25

-15

-5

5

15

25

-45 -35 -25 -15 -5 5 15 25 35 45

Revenue growth (%)

Net profit growth (%) Temenos

(-134%)

Atos (+76.3%) H1 2012/H1 2011

Company Revenue Net profit

Asseco 14.00% 6.80%

Software AG -3.10% -6.90%

Unit4 4.00% -35.40%

Sopra Group 11.30% -43.40%

Temenos -5.30% -134.30%

Tieto -0.10% 1.20%

Atos 76.30% 2.20%

Indra 8.50% -26.60%

We have been consequently building leading software and IT services company

Implementation of our Strategy

4

2004

Company Revenue EBIT

Asseco 108.2 17.4

Softbank 490.7 45.8

Prokom** 1 091.6 112.6

Ster-Projekt 207.0 -55.3

ABG 86,4 23,0

Comarch 330.0 18.0

Sygnity 627.9 38.3

2011

Company Revenue EBIT

Asseco 4 960.0 644.6

Comarch 785.6 38.8

Sygnity 566.0 8.0

1 984

330 628

4 960

786 566

-

1 000

2 000

3 000

4 000

5 000

6 000

Asseco* Comarch Sygnity

Revenue 2004/2011

Figures in million of PLN

*) Pro-forma data: for 2004 include Asseco, Softbank, Prokom , ABG and Ster-Projekt

**) Pro-forma data: excluding Softbank

144

18 38

645

39 8

0

200

400

600

800

Asseco* Comarch Sygnity

EBIT 2004/2011

Consequently Building Leading Market Position

5

Asseco Poland

Number 1 in major categories

(COMPUTERWORLDTOP200

2012)

the largest capital group

the largest company

providing software

implementation

the largest provider of IT

solutions and services for

public sector

the largest provider of IT

solutions and services for

banking sector

the largest provider of IT

solutions and services for

financial sector

the company with the highest

gross profit

The most Valuable IT Company

(Newsweek 2012)

Asseco Central Europe

Number 1 TOP IT Suppliers in Private Financial Sector

Number 1 TOP IT Suppliers for Industrial Production

Number 1 TOP IT Supplier for Public Sector

Asseco South

Eastern Europe

Leading software

solutions vendor in SEE

region (exl. Turkey)

Number 1 in financial

sector in SEE region

(exl. Turkey)

Formula Systems

Matrix IT – Israeli market leader in

all consumer digital channels:

Internet, Mobile, CRM; leader of

the value added services in the

Israeli market industry

Sapiens – leading global provider

of innovative software solutions for

the financial services industry, with

a focus on insurance – among

TOP3 software providers in the

world

Market Position – Business Units Focus

6

546 473 465

100

0

200

400

600

Misys Plc (UK) Temenos Group AG (CH)

Asseco Banking BU

Callatay&Vouters SA (BE)

Banking Revenue

633

397 301

124

0

250

500

750

Unit4 NV (NL) IFS AB (SE) Exact Holding NV (NL)

Asseco ERP BU

ERP Revenue

551

181

79 60 0

200

400

600

Compugroup Medical AG (DE)

Indra Healthcare Div (ES)

Asseco Healthcare BU

Alert Life Sciences

Computing (PT)

Healthcare Revenue

Figures in million of USD for 2011

173 153

97

52

0

50

100

150

200

Guidewire (US) Asseco Insurance BU

SSP Limited (UK) MajescoMastek (IN)

Insurance Revenue

Top 100 European Software vendors: the best software companies

Market Position – Europe

7

The 2005 ranking Rank Company HQ Software

revenue

2005

Total

revenue

2005

Total

headcount

2005

1 SAP DE 8 513.0 8 513.0 34 000

2 SAGE UK 1 135.1 1 135.1 8 686

3 DASSAULT

SYSTEMES

FR 934.5 934.5 5 693

4 BUSINESS OBJECTS FR 865 865 4 418

5 MISYS PLC UK 650.5 1 298.9 6 450

6 SOFTWARE AG DE 427.5 438 2 750

7 UNIT4 AGRESSO NV NL 352.6 352.6 1 970

8 ISOFT GROUP PLC UK 344.9 383.2 2 546

9 NORTHGATE UK 315.8 486.7 3 200

10 INTENTIA

INTERNATIONAL

SE 315 321.5 2 070

11 DICOM GROUP PLC UK 263 263 1 100

12 TOREX RETAIL UK 244.9 244.9 2 285

The 2010 ranking Rank Company HQ Software

revenue

2010

Total

revenue

2010

R&D

employees

2010

1 SAP DE 12 336.7 12 464.0 14 991

2 DASSAULT

SYSTEMES

FR 1 563.8 1 563.8 3 700

3 SAGE UK 1 542.9 1 688.4 2 076

4 SOFTWARE AG DE 919.2 1 119.5 850

5 DATEV DE 684.6 698.6 1 250

6 AUTONOMY UK 657.0 657.0 563

7 ASSECO PL 516.4 808.5 2 047 8 SWIFT BE 511.1 538.0 452

9 WINCOR NIXDORF DE 461.6 2 239.0 372

10 MISYS UK 431.2 431.2 1 102

11 UNIT4 NL 421.7 421.7 1 150

12 SOPRA GROUP /

AXWAY

FR 354.7 1 169.9 1 000

Poland absent Asseco Poland on 7th place

Figures in million of EUR

Well Diversified Business Operations

8

More than 70%

of revenue comes from international

operations

More than 500 contracts completed in H1 2012

10 biggest

customers account for less than

17% of revenue

Business segment diversification

More than 1100

contracts* signed in H1 2012

*off-the shelf products not included

Market Acquisition Competences Date Stake Value

USA EXZAC enterprise fraud management solutions Jan. 2012 60% USD 6.75 m

Poland CK ZETO

IT outsourcing, data security, trainings,

hardware, documents management

and archiving

Mar. 2012 99,9% PLN 42.5 m

Israel Netwise

Aplications Ltd creation of web pages Apr. 2012 100% NIS 17.5 m

Czech

Republic NZ Servis

ERP software for custom offices

Apr. 2012 100% EUR 0.76 m

Poland SKG software for taxes, customers duties,

retail, auditing and data analysis Jun. 2012 60% PLN 8.7 m

Adding Competences to the Group – Key Acquisitions

9

Improved communication between Business Units

All employees from Warsaw in one place (about 1000)

Cost savings – PLN 14m on EBIT level on annual basis

New Office in Warsaw

10

Asseco Resovia:

Polish champion

(first time in 37 years)

Success of Asseco’s Sport Teams

11

Asseco Prokom Gdynia:

Polish champion

(for the 9th time)

12

Financial Information

Income Statements Highlights

13

H1 2012 H1 2011 Δ Q2 2012 Q2 2011 Δ

Revenue 2 666.8 2 340.2 +14% 1 393.0 1 143.3 +22%

Proprietary Software and Services 2 043.1 1 701.4 +20% 1 063.1 851.7 +25%

Gross profit on sales (adj.) 757.0 710.6 +7% 388.2 349.4 +11%

Gross profit on sales (adj.) % 28% 30% 28% 31%

Selling costs -191.7 -176.4 +9% -104.2 -90.7 +15%

General and administrative costs -202.5 -187.4 +8% -104.8 -94.9 +10%

Other operating activity 8.9 3.3 +170% 4.6 1.8 +156%

Operating Profit (adj.) 371.7 350.1 +6% 183.8 165.5 +11%

Operating Profit (adj.) % 14% 15% 13% 14%

Figures in million of PLN

Strong Diversification Among Sectors

14

. Revenue by sectors in operational segments

33%

31%

34%

18%

68%

24%

23%

44%

12%

43%

7%

8%

44%

26%

54%

39%

26%

69%

Asseco Group

Polish market

Israeli market

Slovak market

Balkan market

Other markets

Finance Public Institutions Enterprises

51%

28%

12%

7% 3%

Other markets

Balkan market

Slovak market

Israel market

Polish market

71% of Revenue and 49% of Operating Profit come

from International Operations

16

Operating profit (adj.)

H1 2012

95%

29%

44%

5%

10%

8%

9%

Revenues 2004

Revenues H1 2012

as of 30.06.2012

ST LT

Cash & finanacial assets* +305.5 (1)

Debt & finance lease: -159.1 (2) -134.0

Bank debt -143.4 -192.8

Collateral (mortgages) +0.0 +200.0

LT&ST finance lease -15.7 -141.2

Net Cash (1)+(2) +146.4

ST Liquidity position +821.5

Net operating assets (ST) +297.1

Net Cash +146.4

Available overdrafts +378.0

Very Stable Liquidity Position in Asseco Poland

16

Figures in million of PLN

*PLN 250 m moved from AR to cash position - restricted cash connected with Sygnity

Consolidated Order Backlog for 2012

17

4 394 4 862

2011 2012

Sales revenues

+11%

3 303 3 736

2011 2012

Proprietary software and services

+13%

In comparison to orders backlog presented in August 2011

Figures in million of PLN; orders backlog as of 20 August 2012

18

Russian Acquisition

Established in the 1990s, privately owned

One of the largest IT companies on the Russian financial and banking market

Present in Russia and CIS

One of the largest pools of customers

Company financials:

Strong growth trend: revenue CAGR in 2008-2011 equals 21%

Letter of intent:

Acquisition of majority shareholder stake

The acquisition is expected to close early October 2012

Acquisition of IT Company in Russia – Key Facts

19

Business opportunities in banking sector:

Market with more then 1000 banks in Russia and 400 banks in CIS countries

Banking penetration rates in Russia lower than in EU - 43% loans/GDP (120% in EU) and

36% deposits/GDP (112% in EU)

Lowest branch density in CEE - 1 bank branch covering 48,000 inhabitants vs. approx. 3,000

in CEE and 1,700 in the Eurozone

Business opportunity in IT sector - the largest IT market in the whole CEE region:

€14.3 bn in 2011 (two times bigger than Polish IT market)

CAGR about 18% (in 2011 reached 25% - according to IDC analysts),

Software & IT services - the most attractive growing segment (CAGR 25% for 2012-2015)

For Asseco Group partnership in Russia opens new development possibilities in banking sector:

Entering new segments with local IT and business knowledge

Large customer base

Extension of Banking Business Unit activity area

New Business Opportunities for Asseco Group

20

21

Appendix

Consolidated Financial Highlights for 1H 2012

Figures in millions of PLN 1) Adjusted operating profit: adjustments to H1 2011 include PLN -9.1 m for implementation of EU co-financed project and PLN 17,5 m for amortization of assets identified

as part of the PPA process; adjustments to H1 2012 include PLN 37,3 m for amortization of assets identified as part of the PPA process. 2) Adjusted net profit: adjustments to H1 2011 include PLN -7.3 m for implementation of EU co-financed project and PLN 8.9 m for amortization of assets identified as part

of the PPA process; adjustments to H1 2012 include PLN -5.5 m for regaining of control over Sapiens International, PLN 2.5 m for write-off of Globenet , PLN 4.4 m for

write-off of Asseco Spain, PLN -4.9 m for reversal of write-off of Globenet and PLN 12.5 m for amortization of assets identified as part of the PPA process.

22

2 340

2 667

H1'11 H1'12

Consolidated Sales revenues

+14% 1 701

2 043

H1'11 H1'12

Proprietary software and services

+20%

402

417

H1'11 H1'12

EBITDA

+4%

350

372

H1'11 H1'12

Operating Profit (adj.)1

184

204

H1'11 H1'12

Net profit attributable to Shareholders of the Parent

Company (adj.)2

+6% +11%

33%

44%

23% 2 667

Consolidated Sales Revenues by Products

and Sectors H1

23

77%

11%

12%

0%

H1 2012 %∆ H1 2011

Proprietary software and services 2 043 20.1% 1 701

Third-party software and services 294 -5.8% 312

Hardware and infrastructure 324 6.6% 304

Other sales 6 -73.9% 23

Sales revenues 2 667 14.0% 2 340

H1 2012 %∆ H1 2011

Finance 884 12.9% 783

Enterprises 1 161 17.7% 986

Public Institutions 622 8.7% 572

Sales revenues 2 667 14.0% 2 340

Figures in million of PLN

2 667

www.asseco.com

Thank you for your attention