Leifheit AG

Investor Presentation • Feb 14, 2017

Leifheit AG Investor Presentation Ambiente Fair

February 2017

Disclaimer

This presentation contains forward looking statements which are based on the management's current estimates with regard to future developments. Such statements are subject to risks and uncertainties which are beyond Leifheit's ability to control or estimate precisely, such as statements on the future market environment and economic conditions, the behavior of other market participants and government measures.

If one of these uncertain or unforeseeable factors occurs or the assumptions on which these statements are based prove inaccurate, actual results could differ materially from the results cited explicitly or contained implicitly in these statements. Leifheit neither intends to, nor does it accept any specific obligation to update forward-looking statements to reflect events or developments after the date of this presentation.

Leifheit AG shall not assume any warranty for the information provided in this presentation being up-to-date, accurate, complete or of good quality or for the suitability of the information for specific purposes.

Any liability of Leifheit AG for loss caused by the use or non-use of the information provided or by wrong or incomplete information is excluded.

Agenda

• Introduction to Leifheit
• Highlights fiscal year 2016
• Preliminary financial figures 2016
• Key initiatives 2017

"We are your leading experts for solutions that make your everyday life at home more easy and convenient"

Leifheit Group
Brand business (~ 85% of turnover)	Volume business (~ 15% of turnover)
 Distribution in international markets  Product categories: Cleaning, Laundry Care, Kitchen goods, Wellbeing
 High-quality branded products with a high degree of consumer benefit, mid to upper price segment  Consistent brand management  Systematic processes for innovation and market launch	 Products in mid-price range  Customer-specific product development  Strong service component
	Project Business

Offering products in four categories

Cleaning

Leifheit has an easy and convenient solution for every cleaning demand. Our high quality cleaning products can be flexibly combined.

Laundry care

Whether it's laundry dryers for the house or rotary dryers for the garden, an ironing board or a steam ironing system – Leifheit ensures fresh, clean and well-kept laundry.

Kitchen goods

Opening, cooking, cutting or storing – Leifheit's kitchen accessories simplify work and keep hands and kitchen clean.

Wellbeing

Under the Soehnle brand we offer an assortment of scales that always cut a good figure – in the kitchen and the bathroom.

Introduction to Leifheit

Operating in more than 80 countries with 15 own branches

Three main Group sites

Nassau/Germany: headquarter, marketing, R&D, sales, administration

Company grounds:	61,000 square meters
Built-up area:	26,000 square meters
Employees:	approx. 300
Fabrication:	automatic production lines, injection molding production
Main product groups:	dryers (Linomatic), cleaning and kitchen products

Zuzenhausen/Germany: logistic center

85,000 square meters
41,000 square meters
approx. 100
approx. 48,000 pallets
1,000 cubic meters (each day)

Blatná/Czech republic: main production facility and logistic center Eastern Europe

Company grounds:	108,000 square meters
Built-up area:	20,000 square meters
Employees:	approx. 400
Fabrication:	Metal production with powder-coating, injection moulding production, textile production
Main product groups:	dryers, ironing boards, cleaning products
Storage Capacity:	5,000 pallets
Distribution Capacity:	180 cubic meters (each day)

ORG026A

Highlights business year 2016

Foundation for further growth provided

• Systematic implementation of corporate strategy "Leifheit 2020" is paying off
• Brand business continues to be growth driver
• Foreign share of business continues to grow significantly (60 %)
  • Eastern European growth markets with high growth rates
• Further strengthening of e-commerce position
• On the right track with innovative and customer-centric products
• New logistics center in Eastern Europe increases efficiency and flexibility in supplying Eastern European growth markets
• Succession plan executed at early stage:
• Contract of CEO Thomas Radke extended until 31 December 2019
• Ansgar Lengeling started as new COO
• Ivo Huhmann appointed as new CFO

Implementation of strategy "Leifheit 2020" creates sustainable performance

EE region delivers substantial growth

• Situation in 2014: Lack of structured market approach to Eastern European (EE) region
• Analysis of each individual EE country and establishment of EE coordination team with clearly defined responsibilities and targets
• Development hunting list for each country
• Established unified model of promotions for EE region
• Prepared strict assortment sets for every distribution channel
• Build-up of new customer service center for EE countries in Prague, Czech Republic
• Launch of central logistics center for EE countries in Blatna, Czech Republic

Investors Presentation I February 2017 I p. 10

ORG026A

+ 162 %

+ 127 %

Attractiveness of stock continuously increased

• Continuous attractiveness for investors due to high free float of 76.7 %
• Share price performance in 2016 at approx. +14 %, throughout the past ten years at a CAGR of approx. 10 %
• Above average dividend yield1):

2016:		2012: 5.2%
2015:	5.6%	2011:	6.3%
2014: 3.9%		2010:	5.6%2)
2013: 5.3%		2009:	4.3%2)

1) Based on the particular closing price at year-end

2) Plus special dividend on disposals

10 year price performance

Price performance

Investors Presentation I February 2017 I p. 11

Preliminary financial figures 2016

Group turnover driven by growing demand in Eastern Europe

Group turnover by region*

• Germany declined by 4.4 % due to delivery-shift of a sales partner to Luxembourg and discontinuation of contract manufacturing in favour of in-house production
• Central Europe grew by 4.5 %
• Strong growth in Eastern European markets by a total of 27.8 %, driven by Poland (+50.2 %), Czech republic (+16.0%) and Slovakia (+89.0 %)

Growth in leading distribution channels

Turnover by distribution channel*

More capacity in Sales, R&D & Marketing

Employees by segment

31 December

• Reallocation of staff from volume business to brand business due to completion of contract manufacturing
• Sales, R&D and technical capacities tendencially strengthened
• Leifheit again "Top Employer Midsized Germany 2017"

Investors Presentation I February 2017 I p. 16

The most convenient way of caring and protecting parquet and laminate

CARE & PROTECT System

• Extending competence to parquet and laminate floors
• Market launch in January 2017
• High customer retention rate due to ready-to-use cartridges containing CARE &PROTECT liquids
• Recommended by VDP Association
• RRP 59.99 Euro

The world's first rotary dryer with integrated rain, dirt and UV-protection

LinoProtect

• Triple-protection from rain, UV light and dirt
• Easy opening due to patented telescopic opening mechanism
• Sustainable and eco-friendly
• Market launch 2nd half 2017
• RRP 199 €

Specific benefits for Leifheit Laundry Dryer "Classic"

Classic Extendable 230 Solid

• With up to 2.60 meters of total length longest Leifheit dryer on the market
• Extra broad and durable drying bars to avoid unwanted imprints
• Height of wings 98 cm
• RRP 59.99 Eur

Classic 160 Solid XL-Bars

• Robust extra thick drying bars for fast drying process
• 16 meters of drying length and foldable wings
• Plenty of space for up to two wash loads
• Height of wings 98 cm
• RRP 44.99 Euro

Practical high quality ways to organize your home

Combi Storage System

• 11 products: Wardrobe, shoe cabinet, laundry bag, hanging shelf, hanging organizer, big box and small box sets, clothes cover, under bed box and vacuum bags
• Premium quality material
• 2 color varieties

Next generation of successful window vacuum cleaner "Dry & Clean"

Easily streak-free windows

• Maximum suction power
• NEW: optimized rubber lip

The expert for hard to reach areas

• Click-System for a flexible use with the handle
• 360°Use: non drip use
• NEW: exchangeable narrow suction nozzle

Comfortable use without interruption

• Standby automatic for up to 35 Minutes/>100m²
• 15% longer runtime

Longevity

• NEW: replaceable accumulator
• NEW: Premium quality made in Europe

Distinguished quality and design

Award winner Usability and Functionality as well as Best Product 2015/2016

Strategy "Leifheit 2020" – Market initiatives 2016/2017 (selection)

Colour Edition 2017 – best ever POS presentation

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Unique – and only by Soehnle!

ORG026A

Modern, unique designs – known quality: personal scales by Soehnle

Shape Sense-Profi and -Control Line

• Professional scale for athletes and health enthusiasts
• Easy tracking of training efficiency with Premium body impedance analysis (BIA)
• Dietary guidance program
• Beginners level Shape Sense Control-line RRP 29.99 Eur
• Shape Sense Profi 300 RRP 49.99 Eur

Style Sense Line

• Multifunctional personal scale for the entire family
• Innovative new designs with improved usability
• Range of different scales for each individual situation
• Special Comfort edition with easy-to-read display and enhanced functionality
• RRP Style Sense Multi 100 at 34.99 Euro
• RRP Style Sense Comfort 500 at 39.99 Eur

The new Soehnle range of personal scales

ORG026A

Soehnle connect – gives your feeling a value

Soehnle connect system

• Innovative and easy to use body analysis system
• Integrated system of digital personal scale, wearables and fitness app
• Utilization of state-of-the-art digital technology on all common platforms
• Ideal to monitor all relevant health data, either at home or on-the-go
• Launch in H2 2017

Multiple devices connected in just one app

Connection of fitness- and health oriented data from different devices with recommendations in only one smartphone app offers a value added consumer experience

Strategy "Leifheit 2020" – Leifheit brand

More contemporary positioning of Leifheit brand

360 degrees campaign "experience the Leifheit effect" in 2017 TV-advertisement:

CLEAN TWIST System: March 2017

Window vacuum: March 2017

AIR BOARD: October 2017

LINOPROTECT: Q1 2018

Investors Presentation I February 2017 I p. 28

Leifheit is well equipped for the future

Summary

Experience Leifheit LIVE at the Ambiente fair Hall 5.1 B 90

Your questions please

Investors Presentation I February 2017 I p. 30

Financial calendar, share data, contact

Dates 2017

09 February 2017 Preliminary figures 2016

29 March 2017 Annual Financial Report 2016

29 March 2017 Analyst's conference, Frankfurt/Main

11 May 2017 Quarterly Statement for the period ending 31 March 2017

24 May 2017 Annual General Meeting, Frankfurt/Main 10 August 2017 Financial Report for the first half-year ending 30 June 2017

9 November 2017 Quarterly Statement for the period ending 30 September 2017

November 2017 German Equity Forum, Frankfurt/Main

Aktiengesellschaft

Postfach 11 65 56371 Nassau/Lahn www.leifheit-group.com