Nemetschek SE

Investor Presentation • Jan 1, 2021

Nemetschek Group

German Corporate Conference 2021 Company Presentation

January 2021 | Dr. Axel Kaufmann, Spokesman & CFOO

Nemetschek's Key Figures: 5 Years - 5 Achievements

Company Presentation

¹ TSR: Total shareholder return: Share price performance + dividend | 2014–2019 | ² Peer group: International software companies

NEMETSCHEK GROUP Provides Expertise Along the Complete AEC Value Chain

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Company Presentation

Global Player in more than 78 Locations with Users in 142 Countries

Our markets: AEC BIM Software Market offers huge potential

AEC Software Market

End-user expenditure in bn €

BIM Maturity Map

Source: Cambashi BIM Design Observatory 2020, internal research.

Company Presentation

Sustainability: Gaining a Greater Importance for Our Customers

The FOOTPRINT of the Building Industry

Buildings and construction account for

| 36% of global final energy use and | 39% of energy-related CO2 emissions

During the construction phase

| 10% of materials are wasted | 30% of construction is rework

In 90% of all projects, time or cost overruns occur.

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

Nemetschek Is Well Positioned!

Nemetschek SE

Attractive End Unique market markets position		Attractive business model	Strong financial position	Value accretive M&A
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 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%) High returns (ROCE > 20%)	Very healthy balance sheet Net debt/EBITDA: < 0.1x Equity ratio: 45% EUR 200m credit line secured Long-term anchor shareholder	Strong track record of bolt-on acquisitions (e.g. Bluebeam) Disciplined approach Substantial financial fire power Focus on long-term value generation

Operating mode via four strong divisions with leading global brands

Company Presentation

02 Fiscal Year 2020 & Outlook

Wardian London, London, Great Britain

Contractor: Ballymore; Image: Jason Hakwes | Realized with Bluebeam

Key Business Highlights 9M-2020: Resilient Development in Uncertain Environment

Solid Financial Performance M&A Activities

Q1-2020: Red Giant by Maxon 9M-2020: Integration of Red Giant and Redshift progressing as planned. Expected to finish by Q1-21

Planning & Design Division:

Q2-2020: ADAPT by RISA. Strengthens structural engineering competence in the US

Company Presentation ¹ w/o DocuWare

9M Segment view: Design recovering, Build remains strong, Manage still burdened by Covid-19

Outlook 2020:

| Revenues: Growth expected to be in the mid-single-digit percentage range (previously: At least stable to slightly growing) | EBITDA margin: 28-29% (previously: > 26%) | Please note: Guidance reflects the still high degree of uncertainty regarding the macroeconomic outlook for the remainder of the year

Company Presentation

Unique DNA & Dynamic Markets			Investment Highlights			Key Figures mEUR		9M 2020 9M 2019		%YoY %YoYcc* FY 2019
	Founded 1963 by Prof. Georg Nemetschek			Positioning		Focus on AEC, leading in Open BIM	Revenues	436.8	406.0	+7.6%	+7.8%	556.9
Leading global Open BIM software provider in AEC				Focus on customer needs		EBITDA	129.3	119.4	+8.2%	+8.0%	165.7
4 customer-oriented divisions with 16 strong brands ~6.0 million users around the world			Financials		Stable margins, healthy balance sheet Strong cash generation	EBITDA margin	29.6%	29.4%	-	-	29.7%
Highest quality, user-friendly, innovative			Growth factors		Focus on internationalization		92.1	88.5	+4.1%	+3.4%	150.5
Growth drivers: Digitalization in AEC far behind					Driving innovations: Open BIM, digital	EBIT margin	21.1%	21.8%	-	-	27.0%
other industries, BIM regulations worldwide, switch					workflows, collaboration Organic, acquisitions	Net income**	67.7	66.0	+2.7%	-	127.2
from 2D to integrated digital 3D workflow solutions							EPS**	0.59	0.57	+2.7%	-	1.10
Business Overview – Covering complete value chain in AEC + Media					Operating cash flow	114.5	114.1	+0.4%	-	160.4
A r c h i t e c t u r e  E n g i n e e r i n g 			C	o n s t r u c t i o n (	A E C )		Free cash flow	24.2	34.8	-30.5%	-	76.6
						MEDIA &	Free cash flow***	107.5	132.5	-18.9%	-	174.5
Divisions	DESIGN		BUILD		MANAGE	ENTERTAINMENT	Equity ratio in %	45.3%	38.7%	-	-	40.7%
							Net cash	-5.2	-15.2	-	-	21.0
							Headcount	3,067	2,838	+8.1%	-	2,875
							constant currency previous year w/o one-time effect from the Docuware sale **w/o M&A investments
Brands							Guidance	FY 2020
							Revenue	Mid single-digit growth (Formerly: stable to slight increase)
							EBITDA margin 28% - 29% (Formerly: > 26%)
						Management Team
						Dr. Axel Kaufmann	Spokesman, CFOO & CDO Media & Ent.
						Viktor Várkonyi		Chief Division Officer, Planning & Design
Revenues* (Growth)	9M 2020 229.3 (-0.3%)	FY 2019 314.6 (+10.2%)	9M 2020 FY 2019 144.3 (+11.1%) 177.7 (+25.6%)		9M 2020 FY 2019 29.2 (+7.2%) 38.5 (+178.8%)	9M 2020 FY 2019 39.4 (+59.1%) 33.9 (+23.2%)	Jon Elliott		Chief Division Officer, Build & Construct
EBITDA margin * in mEUR	33.2%	32.4%	38.0% 34.7%	14.1%	20.5%	28.9% 27.8%	Koen Matthijs		Chief Division Officer, Manage & Operate
							Supervisory Board
	Revenues by Regions (9M 2020) Revenues by Type (9M 2020)		Shareholder Structure & Share		Price Development	Kurt Dobitsch		Chairman
10%	Asia/Pacific Subscription* Germany 14,5%		Software licenses	52.6% by Family Nemetschek; 47.4% Free float		Prof. Georg Nemetschek Deputy Chairman
25%			34,8%			Rüdiger Herzog, Bill Krouch Board Members
							Key Stock Figures
Europe w/o						ISIN / WKN		DE0006452907 / 645290
					Number of shares / IPO		115,500,000 / March 10, 1999
		Software	Consulting & Hardware			Indices / Ticker symbol		MDAX, TecDAX / NEM GY, NEKG, DE
34%	Germany Americas services* 31% 46,2%		4,5%				Current market cap	EUR 6.7 billion

* = Recurring revenues in total: 60.8%

15 17.03.2020

Contact

NEMETSCHEK SE Investor Relations

Konrad -Zuse -Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

Thank you

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.

Al-Janoub-Stadion, Al Wakrah, Katar Ingenieurbüro: AECOM | Umgesetzt mit SCIA