Nemetschek SE

Investor Presentation • Nov 1, 2021

Queen's Architects: Cottee

Parker Architects

| Picture: Destination Brisbane Consortium

| Realized with

Bluebeam, dRofus, Graphisoft

& Bluebeam

Wharf, Brisbane, Australia

Company Presentation

November 2021

01 Market Potential AEC/O

Watergate Terneuzen, Terneuzen, The Nederlands

Image: van der Kloet Foto en Videoproducties | Realized

with

Allplan & SCIA

We Address the Pain Points of the Construction Industry

General challenges

Need for Affordable Housing

Housing shortage due to urbanization, especially in metropolitan areas.

Time & Cost Pressure in Projects

The constantly increasing complexity of construction projects leads to higher time, cost, and/or quality demands.

Sustainability

Climate protection requirements are putting pressure on the industry to build more sustainably.

Seamless Collaboration

Collaboration between different disciplines must be further improved in order to reduce information losses caused by silos.

Framework Conditions

Open data standards are the basis for seamless collaboration and higher efficiency.

Investments in Digitalization

Construction industry still lagging behind other industries. But regulations increase need for investments in Digitalization.

Sustainability: Gaining a Greater Importance for our Customers

Sources: Global Status Report 2019, UN Environment and the International Energy Agency. Engineering-News Record 2018/2019

Intact long-term trend of AEC/O BIM Software Market is Offering huge Potential

Construction lagging behind Digitalization Addressable market growth ~10% p.a.

02 Our Positioning in the AEC/O Industry

Crown Sydney, Sydney, Australia

Rendereing: Floodslicer

| Realized with

Bluebeam

Nemetschek Group Drives Digitalization in the Construction Industry…

… for an efficient building lifecycle … local and global

• Pioneer for open standards
• Software solutions for the entire lifecycle of buildings, from planning and construction to facility management
• Close cooperation with science and universities
• 25% of revenue flow into research & development
• Named one of the 50 Sustainability & Climate Leaders by the U.N.

• BIM solutions made in Germany, competition essentially abroad
• One of the top 3 software providers in Germany
• More than 3,000 employees worldwide, 25% of them in Germany
• Nearly €600 million in revenue, 24% of which are generated in Germany (2020)
• 15 brands with solutions for a wide range of customers at 80 locations worldwide

… with 60 years of commitment!

▪ Prof. Georg Nemetschek is founder, majority shareholder and spiritus rector of the Nemetschek Group

• Awarded with Konrad Zuse Medal for commitment to the construction industry and promotion of young talent as well as the Federal Cross of Merit for his lifetime achievements
• Nemetschek Innovation Foundation and Georg Nemetschek Foundation promote competence and excellence in the building industry (most recently: TU Munich Endowed Chair)

Nemetschek Group's Leading-Edge Software Solutions

Covering the Entire Building Lifecycle

Planning & Design

Technology-edge design tools. Seamless collaboration among all stakeholders improves the overall project quality.

Build & Construct

Collaboration tools to connect office / field workers to increase efficiency along with world-class ERP tools.

Operate & Manage

Increase efficiency in buildings: 80% of a building's costs are generated during its operational phase.

Media & Entertainment

Visual and special effects & rendering to present objects in a realistic way for decision makers

03 Financial Performance / Investment Story

Copper factory, Tulufan, China

Visualization: Slashcube, Thomas Vournazos

| Visualized with Maxon

Market Overview: Continued Positive Market Conditions

Top Key Figures Q3-21: Continued Strong Growth With High Profitability

Q3-21: Continued Strong Growth Despite Substantially Higher Comparison Base

Key Business Highlights 9M-21: Successful First Nine Months of the Year

Financial Performance

Strategic Highlights

Internationalization as a Growth Driver

▪ International expansion of brands (e.g. European expansion of US brands and vice versa)

Continued Progress on Harmonization

• Precast & SDS2 integration into Allplan progressing as planned
• Graphisoft and DDS join forces

Subscription/SaaS

▪ Growth underpins success of segment-tailored subscription strategy

13 NOVEMBER 2021

Record High: Share of Recurring and Subscription/SaaS Revenues

Revenue Share by Type in %

Q3-21 Segment Overview: Continued Strong Momentum in Build, Record Quarter in M&E

▪ New customer wins despite uncertain market environment ▪ Margin uplift after successful integration of acquisitions Red Giant & Redshift and subscription transition

¹ Constant currency

▪ Margin increase driven by strong growth and operational efficiency

▪ Q3-20: EBITDA margin artificially

response to Covid-19

high due to cost-savings measures in

Summary 9M-21 – Successful First Nine Months of the Year

9M-21:

• Strategic Highlights
  • − First venture investments in promising start-ups
  • − Optimization of organizational structure
• Financial Highlights
  • − New record levels in revenue, EBITDA and EPS
  • − Substantial increase in Subscription/SaaS contribution
  • − Strong cash flow generation underpins high earnings quality

Long-term View:

• Long-term structural growth drivers unchanged
• Strong market position, products & customer relationships
• Continued progress on strategic initiatives
  • − Further reduction of organizational complexity
  • − Continuously screening the market for attractive & innovative start-ups

Success based on Nemetschek's strong operational business

As a leading AEC software company, Nemetschek is well positioned for future growth

Overall a Compelling Position: Strong Foundation for Sustainable Growth

Nemetschek SE

Attractive end	Unique market	Attractive business	Strong financial	Value accretive
markets	position	model	position	M&A plus Ventures
Huge growth potential Structural long-term growth drivers (low degree of digitalization) Growth supported by regulation	Best in class products Product offering along the complete AEC/O value chain Leader in Open BIM Close proximity to customers within our 4 divisions	Highly profitable Strong Cash conversion (~ 90%) High share of recurring revenues (approx. 60%)	Very healthy balance sheet Equity ratio: 49% EUR 200m credit line secured Long-term anchor shareholder	Strong track record of bolt-on acquisitions Disciplined approach Substantial financial fire power Focus on long-term value generation

Ambition 2023

▪ Mid-teens growth starting in 2023 and following the successful Subscription/SaaS transition

▪ Share of Recurring Revenues: ~ 75% (t/o Share of Subscription/SaaS ~ 45%)

Outlook 2021: We Now Target the Upper End of Guidance Ranges

Outlook 2021:

Please note: The outlook is based on the assumption that there will be no material deterioration in the economic conditions in Q4-21 and that the Corona pandemic will continue to be under control.

Contact

NEMETSCHEK SE Investor Relations

Konrad-Zuse-Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

Disclaimer

This presentation contains forward-looking statements based on the beliefs of Nemetschek SE management. Such statements reflect current views of Nemetschek SE with respect to future events and results and are subject to risks and uncertainties. Actual results may vary materially from those projected here, due to factors including changes in general economic and business conditions, changes in currency exchange, the introduction of competing products, lack of market acceptance of new products, services or technologies and changes in business strategy. Nemetschek SE does not intend or assume any obligation to update these forward-looking statements.

Ülemiste train station, Tallin, Estonia

Architects: 3+1 Architects | Image: 3+1 Architects | Realized with Vectorworks