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A Winning Strategy for Value-CreationALTIUM’S JOURNEY AND ITS VISIONOF INDUSTRY TRANSFORMATION18 June 2021

Agenda1Altium’s Journey of Transformation2Uniqueness of Altium in the Engineering Software Ecosystem3Altium’s Confidence in its Ability to Execute4Our Flight Path to Dominance

Outstanding Value-Creation Track-Record Over TimeSet in 2019 and confident of achieving 500M *ALUStock PriceRevenueTargetSet in 2016 and fell short with COVID, 189M **Delivering Value for our Shareholdersis a Hallmark of Altium 200MRevenueTargetSet in 2014 and overachieved, 110M 100MRevenueTarget? A history of setting and over-achievingaggressive long-term financial targets Eight consecutive years of double-digitrevenue growth & expanding margin Focused execution with the “ingenuity of and”delivering strong operating leverage Transparency for stakeholders and all-inreporting (no capitalization of R&D expenses) Value creation at every stage from leadershipto dominance to industry transformationA 41.60A 10.15A 4.36A nsforming2025* The target revenue of 500M may include 10-20% from future acquisitions.** Three months out analysts’ consensus pointed to a revenue target of 208M for FY20203

Pursuing Dominance and Transformationfrom a Position of StrengthFinancialPerformanceAltium DesignerDominanceAltium 365AdoptionAltium is the fastest growing EDA companywith 8 consecutive years of double-digit growth(prior to COVID) and expanding marginAltium Designer is the most widespreadprofessional PCB design tool used byover 100,000 engineers worldwideThe world’s first digital platform fordesign and realization of electronicshardware gaining strong early adoption 88.3m 20.7mCash(Down 5%)PBT(Down 23%)33.8% EBITDA Margin(Down from 38.3%)3,590 Altium DesignerNew Seats Sold(Down 15%)(Down 15%)No R&DExpenseCapitalization 80.0m RevenueA 4BMarketCap17% 5 YearRevenue CAGR(Down 4%)DebtFree 27.0mEBITDA65%Recurring RevenueAU19cDividend(Down 5%)All figures relate to first half results presentation, Feb 2021TotalDominancein ChinaTwice YearlySoftwareUpdatesOver 13,000Active Users(Up 40%) *Over 6,300Active Accounts(Up 43%) *52,157 Seatson SubscriptionOver 30Years ofR&D(Up 12%)DirectPresence inMostMarketsAltium Designer is Usedby over 30,000CompaniesLaunched1 May 2020* As of June 2021, and compared to Feb 2021 data4

Altium’s Market-Leading Products and Cloud PlatformAltium NexarAltium 365Altium’s Cloud Platform for ElectronicDesign & ManufacturingCloud-based Integration Platform forAltium 365 and Parts EcosystemAltium CircuitMakerAltium NEXUSPCB Design Software for Makers,Open Source and Non-profitPCB Design Software for the LastMile of Digital TransformationAltium DesignerMost Widely Used PCB Design SoftwareAltium has the best PCB design tools and cloud platform for the electronics industry with adeep user-centricity and a proven ability to “Out-Innovate” the competition5

Mainstream Dominance with Diversity ofApplications & High-Profile CustomersAutomotiveElectronics & High-TechAerospace & DefenceResearch & EducationLife SciencesIndustrial ControlsMobile DevicesConsumer- ElectronicsComputersAltium is the differentiated category leader of PCB design and empowersinnovation for a diverse array of leading customersSemiconductors6

Agenda1Altium’s Journey of Transformation2Uniqueness of Altium in the Engineering Software Ecosystem3Altium’s Confidence in its Ability to Execute4Our Flight Path to Dominance

Electronics at the Heart of All Intelligent SystemsNasa’s Mars Ingenuity Copter’s electronicswere designed using Altium softwarePrinted Circuit Boards are central to the design & realization ofelectronics and smart connected products8

Electronics are Responsible for 40% of a New Car’s Total CostWhere the PCBs go in Automobiles Inverter BoardCentral Information DisplayEngine Control SystemBattery Control SystemECL/ECU control modulesAntilock brake systemsDigital displaysDashboardTransmission sensorsRadarAudio systemsDC/AC power convertersEngine timing systemsElectronic mirror controlsPower relaysAirbagLED lighting systemsSteeringAir Conditioner SystemVisual Compute ModuleDeloitte (2019) - Semiconductors – the Next WaveSelf-driving computerand its AI brainMotor Controller9

The Economic Forces Shaping the Future of Smart Products iRobotSmart Vacuum Cleaner SafetyPerformanceComplianceEngineering ExpertiseSystem Modelling &Engineering Analytics Need for IntelligenceNeed for ConnectivityElectronic ComponentsPCB Fab & AssemblyElectronic Design& Manufacturing Form, Fit & FunctionExperienceTime to MarketMaterialManufacturingProduct Design &Manufacturing AI/MLSecurityScalabilityCloud Computing5GSoftware, Silicon& Computing10

The Emergence of Cloud-Based DigitalEcosystems around Smart Products System Modelling &Engineering AnalyticsElectronic Design &ManufacturingMinerva Altium has the only digitalplatform connectingelectronic design torealization in the mainstreamengineering market The emerging platforms inProduct Design andManufacturing whilecompeting they targetdifferent market segmentsAtlasProduct Design &Manufacturing Ansys’ pervasive simulationplatform aims to makesimulation relevant at allstages of a product lifecycle– from ideation to utilization AWS and Azure are mostlikely to be the twodominant infrastructurelayers for managing thedata and processes forsmart productsSoftware, Silicon& Computing11

Industry Solutions are Moving to the Cloud andGiving Rise to a System of EcosystemsIt is expected that the engineering softwareindustry will follow the same trends asbusiness productivity and enterprisesoftware in the way that the tool/systemintegration has moved onto the cloudBest-of-breed wins in the cloud and requires unbundlingon the desktop and rebundling on the cloud12

Altium 365 and Nexar Connect Electronic Design toManufacturing and the Wider Engineering Software EcosystemProduct Design& Manufacturing Nexar - is a cloud-based integrationplatform to connect the growingcommunity of Altium 365 PCBdesign users with the software,suppliers, and manufacturersneeded to transform ideas intosmart & connected productsAtlasMinervaElectronic DesignPlatform Adoption - Over 6,000companies have already adoptedthe Altium 365/Nexar cloud platformfor electronics design.ElectronicFab & AssemblyElectronic PartsSupply ChainSystem Modelling &Engineering Analytics Altium 365 - connects the ElectronicsIndustry fragmented value chains todrive productivity and manageproduction risk Octopart – allows electronic designersto research parts availability andpricing while providing opportunity forcomponent manufacturers to influenceearly design decisions Altimade – provides cloud basedsmart manufacturing that will improveproductivity and manufacturability ofelectronics hardware and manageproduction risk and supply chain 2 TrillionEstimated Size of theElectronic Industry13

Customer Focus Areas for Strategic AllianceAltium will build strategic partnerships to focus on customers who are highly motivated to pursue digitaltransformation but with low organizational capability to implement enterprise software for electronics The rise of smart connected deviceshas brought electronics into manyorganizations where previously theywould outsource the design andmanufacturing of electronics hardwareThe last mile of digital transformation isdifficult for most companies with loworganizational capability to manage anenterprise-wide design and realizationplatformA cloud-based approach is ideal tofacilitate and help the implementationof digital transformation for this class oforganizationsCustomer Ability to TransformHighly motivated but low organizational Highcapability to implement digitaltransformation for electronicsHighly capable but economicallyconstrained to implement digitaltransformation for electronicsCentralized fully integratedsolution to deliver a singularplatform for Digital Transformation The implementation of an enterprise-wideplatform for the design and realization forelectronics hardware is economically unviablefor most companies where electronics isrequired but not central to their core activities A SaaS based business model makes digitaltransformation a viable proposition for largecompanies where electronics is required butsecondary to their core competencyMinervaAtlasBringing Digital Transformationto the mainstream throughCloud and SaaS offeringsBringing Digital Transformation to the massesthrough “long-haul” collaboration betweendesign, manufacturing and supply chainLowLowCustomer Motivation to TransformHigh14

Electronic Industry is Ripe for Disruption Altium is Well Positioned to Disrupt the WayElectronic Products are Designed and ManufacturedWorld‘s would-belargest manufacturerof Electronics *Owns NoOwns NoOwns NoOwns NoOwns NoOwns NoTaxisReal s NoOwns NoAppsFactoryWhat they all have in common is their ability to simultaneously bring data, processes andcommercial transactions together on a singular cloud-based digital platform at a large scale* This is an aspirational future state.15

Agenda1Altium’s Journey of Transformation2Uniqueness of Altium in the Engineering Software Ecosystem3Altium’s Confidence in its Ability to Execute4Our Flight Path to Dominance

From Market Leadership to Dominance and TransformationLeadPursuit of MarketLeadershipUnifyTransformPursuit of MarketDominancePursuit of IndustryTransformationAltium must target 100,000 active subscribers by 2025 to compel key industrystakeholders to support its agenda to transform electronic design and its realization17

Altium’s Hard Pivot to the CloudGo-To-MarketSoftware BusinessCloud Business(Dominance Engine)(Transformation Engine)ProfessionalChannelDigitalChannelAltium 365Cloud PlatformCADSoftwareProduct18

Altium’s Pivot to the Cloud Sets Up Two Engines of GrowthCloud BusinessSoftware Business(Dominance Engine)(Transformation Engine) Software Tools forDesign of Electronics Traditional SoftwareLicensing ModelCollaboration Platform forRealization of Electronics Premium Services andDirect MonetizationOn-premisesHybridCloudAltium’s strong software business is our dominance engine, and our newcloud platform Altium 365 / Nexar is our transformation engine19

The Impact of the Move to Cloud on Altium’s RevenueSoftware BusinessCloud Business(Dominance Engine)(Transformation Engine)Direct MonetizationIndirect MonetizationIndirect Monetization ofthe Altium 365 PlatformMaintenanceSubscription49.8%AD/365 “SaaS-like”Subscription (6.5% asat end of Dec 2020)Path to direct monetization: Premium Services (e.g.Amazon Prime) Transaction Fees onManufacturing (e.g. Airbnb)Altium etual SoftwareLicensesAltium’s move to the Cloud will bring “SaaS-like” revenuewithout changing its software licensing modelFinancial data as at first half fiscal 2021 (NEXAR revenue is excluded)Altium 365 and Nexar provide uniqueopportunities for direct monetization20

Four Flywheels for Dominance and TransformationDesign Tools AdoptionCloud Adoption Seats on Subscription Seats Sold AD Seats on Altium 365Subscription (SaaS) PCB Design Projects on Altium 365 Component/Libraries on Altium 365 500M *Revenue100,000Subscribers Concord Pro Accounts NEXUS AccountsDesign Platform Adoption Active UsersAPI CallsPartnersWeb TrafficEcosystem Adoption* The target revenue of 500M may include 10-20% from future acquisitions.21

Agenda1Altium’s Journey of Transformation2Uniqueness of Altium in the Engineering Software Ecosystem3Altium’s Confidence in its Ability to Execute4Our Flight Path to Dominance