SAP SE

SAPPHIRE NOW Madrid, November 10, 2011 Financial Analyst Conference

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.

Jim Hagemann Snabe, Co-CEO

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

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

Transformation of the IT stack – Structural shift in IT spending away from commoditized hardware and towards the value drivers in applications software

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

Most Important Announcements @ SAPPHIRE Madrid

Business Analytics

Business Analytics from SAP moves to the masses, delivering greater value to business professionals

Cloud

SAP advances enterprise cloud strategy across the spectrum

In Memory

SAP strengthens its in-memory computing leadership with SAP NetWeaver® Business Warehouse, powered by SAP HANA™

Mobility

SAP and Sybase launch next wave of mobile apps that transform key industries and Lines of Business

Orchestration

SAP provides new solutions for integrating business processes and for open development

Virtualization

SAP Drives Openness and Choice for Virtualization and Cloud Computing

Werner Brandt, CFO

Strongest Third Quarter in a Decade

Software Revenue

YOY Growth Rates (€ millions)

Q3 / 2011

7 th quarter of double-digit growth
86% of order entry from existing customers
~1/3 order entry from SME
Diversified revenue stream by region and industry
Record operating cash flow of €3.0 billion in first 9M
− Plan to further evaluate buying back shares in future
Continued margin progression year-over-year operating margin +310 bps

Strong Revenue and Profit Despite of Challenging Macroeconomic Situation in the First Nine Months

* At constant currencies

Diversification of Revenue Streams Across Geographies and Industries

In Q3/11, best ever third quarter in both traditional and emerging markets
− Software revenue grew in EMEA +26%, Americas +35%, APJ +42% and BRIC >60% yoy at cc
All regions grew double-digit yoy in 2010 with APJ leading the way at 26%
In Q3/11 consumer industries, financial services and process industries showed significant growth
Leading vertical strategy with more than 24 industry-specific solutions
We achieved double-digit growth in all six industry sectors in 2010

SAP's Strategy for Continued Profitable Growth

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%
Continuous margin expansion
Drive double-digit organic growth with a strong pipeline of new products
SAP expects the key drivers of growth will be innovation:
Core business
In-Memory technology
On-device solutions
On-demand solutions

Together with our customers and partners, SAP helps people in businesses of all sizes and industries to collaborate better, decide better, adapt better and operate better.

Q & A