UTI

1. UTi Worldwide 2011 Investor Day
Freight Forwarding
Eric Kirchner June 23, 2011
Chief Executive Officer

2. Outline
• Overview
• Competitive Landscape and Growth
• Current Operating Improvements
2

3. UTi Freight Forwarding Revenue and
Net Revenue Growth
$ in millions Revenue $ in millions Net Revenue and Yield
3500 800 35%
3156 3162 717 706
3000 700
595 30%
600
2500 2351
500
25%
2000
400
1500
20%
300
1000
200
15%
500
100
0 0 10%
FY09 FY10 FY11 FY09 FY10 FY11
NR Yield
3

4. Freight Forwarding – Operating Income and Margin
Operating Income and
$ in millions 160 Margin 40%
140 135 35%
131
120 30%
104
99
100 25%
80 20%
71
60 15%
40 10%
20 5%
0 0%
FY07 FY08 FY09 FY10 FY11
Operating Income Operating Margin
Note: Figures adjusted for non-GAAP items - FY09-FY10 excludes pre-tax goodwill impairment and other charges; FY08 excludes
pre-tax restructuring charges; FY07 excludes primarily SLi restatement.
4

5. Outline
• Overview
• Competitive Landscape and Growth
• Current Operating Improvements
5

6. Global Airfreight Forwarding Key Competitor
Market Share
Market Share
9%
8%
DHL 8.4%
7%
6% Kuehne +
6.0%
Nagel
5%
4% DB Schenker 5.1%
3%
Panalpina 4.3%
2%
CEVA 4.0%
1%
Expeditors 3.1%
0%
DHL Kuehne + DB Panalpina CEVA Expeditors UTi UPS SCS
Nagel Schenker UTi 1.8%
UPS SCS 1.8%
Source: Transport Intelligence Global FF 2010 and UTi Worldwide Estimates
6

7. Global Ocean Freight Forwarding Key Competitor
Market Share
12% Market Share
Kuehne +
10% 11.2%
Nagel
8% DB Schenker 5.7%
6% DHL Global
5.4%
Forwarding
4%
Panalpina 3.9%
DSV A/S 2.4%
2%
Agility 2.4%
0%
Kuehne + DB DHL Global Panalpina DSV A/S Agility Expeditors UTi
Expeditors 2.3%
Nagel Schenker Forwarding
UTi 1.5%
Source: Transport Intelligence Global FF 2010 and UTi Worldwide Estimates
7

8. Projected Freight Forwarding Global
Market Growth – 2011 - 2013
2011-2013
8%
• Outlook 6-8%
7%
» Modest growth with risks
6%
• Macroeconomic Climate
5%
• Fuel 4-5%
• Geopolitical Risks 4%
• EU Debt 3%
2%
1%
0%
Ocean Freight Air Freight
Source: Industry Reports and UTi Worldwide Estimates
8

9. 9
% Change from Prior Year
0%
10%
20%
30%
40%
50%
60%
-50%
-40%
-30%
-20%
-10%
Jan-09
Feb-09
Mar-09
Apr-09
May-09
Jun-09
Total - % Change in Air Kgs
Jul-09
Aug-09
Sep-09
Oct-09
Nov-09
Dec-09
Jan-10
Feb-10
Mar-10
Months
UTi: Airfreight Growth vs. Market
Apr-10
May-10
Variance
Jun-10
Jul-10
%UTIW over PY
Aug-10
Sep-10
Oct-10
Nov-10
Market
Dec-10
Jan-11
Total IATA Growth
Feb-11
Mar-11
Apr-11
Source: IATA – Market Growth

10. 10
% Change from Prior Year
0%
5%
-5%
10%
15%
20%
25%
30%
35%
40%
45%
-30%
-25%
-20%
-15%
-10%
Oct-08
Nov-08
Dec-08
Jan-09
Feb-09
Mar-09
Apr-09
May-09
Jun-09
Jul-09
Aug-09
Total - % Change in TEUs from Prior Year
Sep-09
Oct-09
Nov-09
Dec-09
Jan-10
Months
Feb-10
Mar-10
%UTIW
Apr-10
UTi: Ocean Freight Growth vs. Market
May-10
Variance over PY
Jun-10
Jul-10
Aug-10
Sep-10
Oct-10
Nov-10
Drewry
Market
Dec-10
Jan-11
Feb-11
Mar-11
Apr-11
Source: Drewry – Market Growth

11. UTi Freight Forwarding Initiatives: Growth Ahead of Market
Initiative Benefit
Expanding sales force in key
Invest for Growth
growth markets
Build stronger base for future
Small to Medium Size Clients
global strategic clients
Improved global visibility for team
Sales Force Automation selling and performance
management
Marketing Enhancements Increase UTi brand awareness
Increase revenue opportunities
Capabilities Expansion
by improving service breadth
11

12. Outline
• Overview
• Competitive Landscape and Growth
• Current Operating Improvements
12

13. Ongoing Operating Improvements
Initiative Past Process Current Process
Gateway
Formal guidelines
Utilization and Undefined formal gateway
implemented; lower unit costs
Carrier utilization process
and improved reliability
Management
Center led procurement; formal
Indirect Regional sourcing; no
purchasing processes resulting
Procurement leveraging of indirect costs
in reduced costs
Product Undefined standard
Global Product Leaders
Development products
Documented and streamlined
Global Operating Regional/local process
global processes and
Processes driven
procedures
13