Nemetschek SE

Investor Presentation • Sep 2, 2019

University Library Freiburg, Germany

Architects: Degelo Architects, Basel, Switzerland | Image: Andrea Secci | Realized with GRAPHISOFT

Company Presentation Nemetschek Group

September 2019 | Patrik Heider, Spokesman & CFOO

Nemetschek's Key Figures: 5 Years - 5 Achievements

Company Presentation

SEPTEMBER 2019 2

¹ TSR: Total shareholder return: Share price performance + dividend | 2013–2018 | 2 Peer group: International software companies

5-Years Development: Positioned to Provide Strong Growth

¹ 2013–2018

Company Presentation

Why We are Successful – A Unique Approach Similar to German Mittelstand

	Highly specialized small or midsized companies	Going to market with 16 strong, entrepreneurial brands (5–100m €)
	Long-term focus	Every brand is a world leader in its discipline
Innovative	Holding 5× as many patents per employee as major corporations	Our brands are pioneers in Building Information Modeling
Customer focused	37% of all employees have regular customer contact (only 7% in major corporations)	All brands are developing their solutions in close cooperation with the customers
Internationally successful	Almost 50% of all small world market leaders are German	No 1 AEC software provider in Europe, one of the largest worldwide

NEMETSCHEK GROUP Provides Expertise Along the Complete AEC Value Chain

01 Financial Results Q2 2019

Key Business Highlights H1 2019: Excellent Basis for Achieving Targets in FY 2019

Strong Performance Continued in H1 2019 M&A / Sale Successes

IFRS 16 adjusted: 25.9%

Subscription/SaaS revenues +136.7%

Revenues abroad +30.2%

Share split: End of June

High cash conversion 90.4%

Brand-level acquisitions: Manage Division

Axxerion by MCS, renamed afterwards in Spacewell

Redshift by Maxon Media & Entertainment Division

Sale of minority interest:

Value-generating sale of DocuWare with a strong positive one-time effect on EPS in Q3

Top Key Figures H1 2019: On the Way to Another Record Year

Company Presentation

Growth Driver Recurring Revenues: Subscription is Key Driver

Revenue distribution H1 2019

Company Presentation

Segment Overview: Build Segment Remains Key Growth Driver in H1

Revenues in m€

Company Presentation

¹ Constant currency

02 AEC Market Opportunities BIM Market Potential

Independent Bank Headquarters, McKinney, USA

General contractor: Rogers-O'Brien Constuction, Dallas, USA | Image: Justin Hearn | Realized with Bluebeam

Challenges in Construction Industry

Mostly due to Ineffective Communication, Planning and Collaboration

Source: Engineering-News Record 2017

Company Presentation

Construction Projects: Running out of Time and Cost

Type of Project	Cost Overrun1 Average
Bridges	11%
Roads	27%
Railways	30%
Buildings	39%
Airports	56%
Waterways	68%
Tunnels	149%

Cost and time overruns occur in ~90% of the projects

¹ Source: Herite School of governance (2015), 170 infrastructure projects analyzed | ² Flyvbjerg et al. (2013): Underestimating Costs in Public Works Projects: Error or Lie?

Company Presentation

What is BIM? There Are Different BIM Levels

Source: Based on "The BIM Maturity Model by Mark Bew and Mervyn Richards adapted to reflect BLM's relationship to Level 3"

Company Presentation

Huge Market Potential: The AEC BIM Software Market Will Grow to € 8 billion in 2021

Source: Cambashi BIM Design Observatory and internal research

Company Presentation

Outlook 2019: Strong Double-Digit Growth While Maintaining a High EBITDA Margin

17

Contact

NEMETSCHEK SE Investor Relations

Konrad -Zuse -Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

Safe Harbor Statement

Each of the presentations today will contain forward -looking statements about our strategies, products, future results, performance or achievements, financial, operational and otherwise, including statements about our strategic priorities, guidance and our mid -term goal, our M&A strategy, and our capital allocation initiatives. These statements reflect management's current expectations, estimates and assumptions based on the information currently available to us. These forward -looking statements are not guarantees of future performance and involve significant risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from results, performance or achievements expressed or implied by the forward -looking statements contained in these presentations.

Nemetschek undertakes no obligation to publicly update or revise any forward looking statements. All forward looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward looking statements, which speak only as of their dates.

SEPTEMBER 2019 Company Presentation 19

Ingenuity Center, Nottingham, Great Britain Architects: Bond Bryan Architects, Great Britain | Realized with GRAPHISOFT