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Fresenius SE & Co. KGaA

Investor Presentation Jan 18, 2016

166_ip_2016-01-18_3156b9ed-39c9-4be7-a356-6198411b5106.pdf

Investor Presentation

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A LEADING GLOBAL HEALTH CARE GROUP

Frankfurt Stock Exchange (DAX30): FRE US ADR program (OTC): FSNUY www.fresenius.com/investors

SAFE HARBOR STATEMENT

This presentation contains forward-looking statements that are subject to various risks and uncertainties. Future results could differ materially from those described in these forward-looking statements due to certain factors, e.g. changes in business, economic and competitive conditions, regulatory reforms, results of clinical trials, foreign exchange rate fluctuations, uncertainties in litigation or investigative proceedings, and the availability of financing. Fresenius does not undertake any responsibility to update the forward-looking statements contained in this presentation.

A GLOBAL LEADER IN HEALTH CARE PRODUCTS AND SERVICES

FINANCIAL RESULTS – AN EXCELLENT LONG-TERM TRACK RECORD

UniCredit & Kepler Cheuvreux 15th German Corporate Conference, Fresenius SE & Co. KGaA, Investor Relations © Copyright, January 2016

TOTAL SHAREHOLDER RETURN

Source: Bloomberg; dividends reinvested

STRONG, DIVERSIFIED PRODUCT AND SERVICE PORTFOLIO

FRESENIUS MEDICAL CARE: GLOBAL DIALYSIS MARKET LEADER

  • − The world's leading provider of dialysis products and services treating >290,000 patients in 3,400 clinics1
  • − Provide highest standard of product quality and patient care

− Expansion in Care Coordination and global dialysis service opportunities; enter new geographies

Market Dynamics

Global Dialysis Market 2014: ~US\$77 bn; ~6% patient growth p.a.

Growth Drivers: Aging population, increasing incidence of diabetes and high blood pressure, treatment quality improvements

FRESENIUS KABI: A LEADING GLOBAL HOSPITAL SUPPLIER

  • − Comprehensive product portfolio for critically and chronically ill patients
  • − Strong Emerging Markets presence
  • − Leading market positions in four product segments

− Focus on organic growth through geographic product rollouts and new product launches

Market Dynamics

Global Addressable Market 2014: >€29 bn

Growth Drivers: Patent expirations, rising demand for health care services, higher health care spending in Emerging Markets

FRESENIUS HELIOS: LEADING GERMAN HOSPITAL OPERATOR

  • − ~6% share in German acute care hospital market
  • − Strong track record in hospital acquisitions and operations
  • − High-quality medical care, e.g., mortality rate for heart failure and pneumonia below German average
  • − Comprehensive healthcare services coverage

1 German Federal Statistical Office 2014; total costs, gross of the German hospitals less academic research and teaching

1 As of Sep 30, 2015

Market Dynamics

German Acute Care Hospital Market: ~€87 bn1

Growth Drivers: Aging population leading to increasing hospital admissions, further market consolidation

Majority of population has access to a HELIOS hospital within one hour's drive1

  • 111 hospitals
  • 34,000 beds

  • ~1.2 million inpatient admissions
  • ~3.3 million outpatient admissions

FRESENIUS VAMED:

LEADING GLOBAL HOSPITAL PROJECTS AND SERVICES SPECIALIST

− Manages hospital construction/expansion projects (54% of sales) and provides services (46% of sales) for health care facilities worldwide

  • − Offers project development, planning, turnkey construction, maintenance as well as technical management, and total operational management
  • − Strong track record: More than 710 projects in 77 countries completed

Market Dynamics

Growth Drivers:

Emerging Market demand for building and developing hospital infrastructure

Outsourcing of non-medical services from public to private operators

INVESTMENT HIGHLIGHTS

Diversified revenue and earnings base with four strong business segments

Superior shareholder returns

Leading positions in non-cyclical markets with reliable growth

Prudent financial management

Strong earnings development and cash flow generation

Promising future growth opportunities

SHARE INFORMATION

Share key facts

Number of shares1 545,727,950
WKN / ISIN 578560 / DE0005785604
Ticker symbol FRE
Bloomberg symbol FRE GR
Reuters symbol FREG.de

ADR key facts

35804M105 / US35804M1053
OTCQX International Premier

1 As of December 31, 2015

FINANCIAL CALENDAR 2016

24.02.2016 Report on FY 2015
03.05.2016 Report on 1st
quarter 2016
13.05.2016 Annual General Meeting, Frankfurt/Main
02.08.2016 Report on 2nd
quarter 2016
27.10.2016 Report on 3rd
quarter 2016

Please note that these dates could be subject to change.

CONTACT

Investor Relations Fresenius SE & Co. KGaA

phone: +49 6172 608-2487 e-mail: [email protected]

For further information and current news: http://www.fresenius.com

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