SAP SE

Investor Presentation • Nov 30, 2011

Credit Suisse Technology Conference

Bill McDermott, Co-CEO, SAP AG Scottsdale, AZ – November 29, 2011

Safe Harbor Statement

Any statements contained in this document that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. Words such as "anticipate," "believe," "estimate," "expect," "forecast," "intend," "may," "plan," "project," "predict," "should" and "will" and similar expressions as they relate to SAP are intended to identify such forward-looking statements. SAP 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. The factors that could affect SAP's future financial results are discussed more fully in SAP's filings with the U.S. Securities and Exchange Commission ("SEC"), including SAP's most recent Annual Report on Form 20-F filed with the Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates.

Our Purpose

VISION

MAKE THE WORLD RUN BETTER

MISSION

MAKE EVERY CUSTOMER A BEST-RUN BUSINESS

BY MID OF THE DECADE

€20bn 35% MARGIN 1 BILLION PEOPLE

SAP's Product Strategy – Accelerates the Expansion of its Addressable Market

Expansion of SAP's addressable market due to:

market growth within established solution categories

addition of new solution categories 2

© 2011 SAP AG. All rights reserved. 4

Overall IT Trends – Structural Shift in IT Spending Towards the Value Drivers in Applications Software

Transformation of the IT stack

© 2011 SAP AG. All rights reserved. 5

Strongest Third Quarter in a Decade

Q3 / 2011

• 7 th quarter of double-digit growth
• ~1/3 order entry from SME
• Diversified revenue stream by region and industry
• Record operating cash flow of €3.0 billion in first 9M 2011

© 2011 SAP AG. All rights reserved. 6

Summary: SAP's Strategy for Continued Profitable Growth

• y SAP strives to significantly expand its addressable market by the middle of the decade and achieve
• at least €20bn in total revenue
• an operating margin of 35%
• y New innovative product categories
• In-Memory Technology
• Mobility
• On-Demand Solutions

stimulate additional growth and trigger pull through demand for SAP's stable core business

Q & A: Bill McDermott, Co-CEO, SAP AG

Credit Suisse Technology Conference Scottsdale – AZ, November 29, 2011

Credit Suisse Technology Conference

Bill McDermott, Co-CEO, SAP AG Scottsdale, AZ – November 29, 2011