Ströer SE & Co. KGaA

Investor Presentation • Mar 30, 2021

Full Year Results 2020

March 31st, 2021 | Ströer SE & Co. KGaA

Six Key Business Insights from a challenging Year 2020Extremely robust Setup for Crisis | Long-term strategic Drivers fully intact

FY 2020

Key Messages

• 1. Focus on one country allows an extremely fast response to the crisis and i.e. a tight management of the semi-flexible cost structure
• 1. Non-OoH-Businesses ("PLUS": Digital & Dialog Media + DaaS & E-Commerce) stable through the crisis and quickly at or above pre-COVID-level
• 1. Out-of-Home rebounding quickly in V-shape as soon as the audience and the ad market recovers after the lockdown; Digital Out of Home with faster recovery (although it is more exposed to transport)
• 1. Overall advertising market with a stronger shift towards digital, technology / programmatic and data
• 1. Leading market position helps to gain market share in rebound phase to accelerate further consolidation
• 1. A diversified client portfolio (from local to national and across all industries) helps both in the crisis as well in the recovery phase

FY 2021

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Final Results FY 2020 Continuing Operations

€ m		F Y 2 0 1 9 t t d r e s a e	F Y 2 0 2 0 l i i p r e m n a r y	F Y 2 0 2 0 f i l n a	F i l n a s v P l i r e m s	2 0 2 0 s v 2 0 1 9
R e v e n u e s	R t d e p o r e	1, 5 9 1. 1	1, 4 4 2 2	1, 4 4 2 2	0. 0 % +	9. 4 % -
	( 1 ) O i r g a n c	1 % 7	8 3 % -	8 3 % -	0, 0 % t + p s	1 4 % 5. t p s -
E B I T D A ( d j d ) t a u s e		3 8 3 5	4 6 4 8	4 2 8 5	2. 6 % -	1 9 % 5. -
E B I T ( d j d ) t a u s e		2 6 1. 5	1 6 8 7	1 6 8 7	4 % 5. +	3 2. 4 % -
( 2 ) N i ( d j d ) t t e n c o m e a u s e		1 9 4 5	1 1 8 4	1 2 6 0	6. % 4 +	3 2 % 5. -
O f t i h l p e r a n g c a s o w		4 5 1. 5	4 0 6 7	3 8 0 0	% 6. 6 -	% 1 5. 8 -
C a p e x		8 1. 4	1 2 2 1	9 5 4	2 1. 9 % -	1 7. 2 % +
f ( ) F h l d j t d r e e c a s o a s e w u		1 9 5 5	1 3 0 3	1 3 0 3	0. 0 % +	3 3. 4 % -

Note: Disposal of D+S 360⁰ Group classified as discontinued operations

(1)Excluding exchange rate effects and effects from (de)consolidation and discontinuation of operations

(2)Adjusted for exceptional items and additional other reconciling factors in D&A (PPA related amortization and impairment losses), in financial result and in income taxes 3

COVID & Lockdown only with Impact on Out of Home Media in Q1

Besides massive Restrictions of public Life: Group Revenue overall ~ IX 81-84

2021 – Indication from Prelims unchanged

For 2021, we expect business on 2019 level minus lockdown effects plus catch-up after lockdown(s).

As already shown in H2 2020, we do not expect any medium- and long-term structural changes in our revenue and profitability expectations.

Financial Calendar 2021

Disclaimer

This presentation contains "forward looking statements" regarding Ströer SE & Co. KGaA ("Ströer") or the Ströer Group, including opinions, estimates and projections regarding Ströer's or the Ströer Group's financial position, business strategy, plans and objectives of management and future operations.

Such forward looking statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of Ströer or the Ströer Group to be materially different from future results, performance or achievements expressed or implied by such forward looking statements.

These forward looking statements speak only as of the date of this presentation release and are based on numerous assumptions which may or may not prove to be correct. No representation or warranty, express or implied, is made by Ströer with respect to the fairness, completeness, correctness, reasonableness or accuracy of any information and opinions contained herein.

The information in this presentation is subject to change without notice, it may be incomplete or condensed, and it may not contain all material information concerning Ströer or the Ströer Group. Ströer undertakes no obligation to publicly update or revise any forward looking statements or other information stated herein, whether as a result of newinformation, future events or otherwise.

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