SAP SE

Investor Presentation • Aug 24, 2010

Commerzbank Sector Conference Week Frankfurt/Main, Germany, August 24, 2010

Peter Lorenz

Executive Vice President, Small and Midsize Enterprises Corporate Officer of the SAP Group Member of the Executive Council

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.

Agenda

• 1. SAP's growth strategy
• 1. SME A key driver for SAP's growth

The World's Leading Provider of Business Application Software

Undisputed market leader with >102,500 customers in 120 countries – the largest customer base in enterprise applications

• Strong sales opportunity into installed base business with existing customers accounts for ~80% of order entry
• Steadily increasing share of recurring revenues – over 50%
• More than 30% of order entry from SME segment globally.
• Strong focus on ecosystem to foster coinnovation with over 2,000 partners
• Deepest industry knowledge with solutions covering 24 industries with over 400 microverticals
• Leading product and technology innovation with ~14,500 developers

*Source: Interbrand / BusinessWeek 2009

Competition and Market Share

Key Figures First Half 2010

Operating Margin (%)

• Customers restart IT investments
• Strong growth in the US and in emerging markets
• Cautious buying patterns in some mature markets
• Strong operational performance, while investing strategically

* at constant currencies

1) includes negative effect of 3.7pp (IFRS) and 3.6pp (Non-IFRS) from H1 2009 restructuring charges

SAP's Solutions Offerings

Tailored Solutions for Each Customer Segment

Our Product Strategy

Extend from the Core to the People

* Service Oriented Architecture

Our Product Strategy

Extend from the Core to the People

* Service Oriented Architecture

Expand Beyond Our Core Business

• On-demand solutions represent a flexible, cost-effective deployment option

• Enrich the SAP Business Suite with fully integrated ondemand extensions ("hybrid" landscape)

• New breed of database data is stored in memory (RAM)

• 100x+ faster than traditional databases

• First product on the market: SAP Business Objects Explorer

• Make SAP solutions available on a broad number of devices

• Sybase's "Unwired Platform"
• ~60% of world's population on Mobile already

Agenda

• 1. SAP's growth strategy
• 2. SME – A key driver for SAP's growth

SME@SAP – THE FACTS

78% of SAP's102,500 customers are SME customers

80,000 SME customers

^>22 new customers per working day on 4RQ

61,000 SME channel customers

10,000 Partners in SME Ecosystem; thereof 3,000 VARs

SME is growing significantly faster than the overall SAP business

The SME Market Potential is Significant

■ Lower Midsize Enterprises (100-999 employees) represent the largest opportunity in the SME market. There are ~1.3 million companies in this segment representing more than half of the SME revenue opportunity

■ SAP has a growing market share – but significantly lower than in the LE segment. Overall, the competitor landscape is highly fragmented with many local players.

© 2010 SAP AG. All rights reserved. / Page 13 Note: Data based on IDC MegaModel 2009

Tight Boundary Conditions of Midmarket Companies

• Midmarket companies need transparency, compliance and tight integration for excellent processes "Suite"
• Powerful simplicity with excellent user experience
• Participation in established business networks is key
• Industry leading library of business processes with global reach and full compliance
• Solution they can not "outgrow"
• Close to no IT skills and multiple roles per employee

Focused Solutions for Different Requirements in the SME Market

A single integrated solution to manage their entire business	The best of SAP, delivered on-demand	A comprehensive, integrated industry solution to power your business end-to-end
For small businesses who have outgrown their packaged accounting-only solutions	For companies who need business software but don't want to support a large IT backbone	For midsize companies with industry needs that want a scalable foundation
10 - 100 employees • On-premise/hosted • deployment Traditional licensing • Go live in 2 - 6 weeks • General business functionality • 500 add-on solutions, • Available in 20 languages and 40 • country-specific versions	100 to 500 employees • On demand deployment • Monthly subscription • Go live in 4 - 8 weeks • Rich business functionality • 50 partner solutions • Available in 4 languages and 6 • countries	500 - 2,500 employees • On-premise/hosted deployment • Traditional licensing and monthly • subscription Go live in 8 - 16 weeks • Broad, deep, packaged • functions 770 industry-specific solutions • Available in 25 languages and 52 • countries

SAP Business ByDesign - A Complete On-Demand Suite

• On-demand deployment model running in the SAP cloud
• Full suite covering all relevant aspects
• Real-time business insight powerful analysis – immediately
• New UI Technology supporting desktop and mobile devices
• Easy to configure
• Built in compliance
• Built in Service & Support
• Strong Partner Co-Innovation Model ByDesign as platform for partners
• US, UK, France, Germany, India, China
• FP2.5 released in August 2010

Integration Into Business Networks

• Midmarket companies "live" in business networks
• All SAP SME solutions with cost efficient integration packages
• SAP-to-SAP process integration based on rich semantics - way beyond interfacing
• Built and committed to open standards
• Partner hubs support diversity of required communication protocols

Summary

• Global market leader in Business Application Software
• Robust business model providing a rare combination of defensive strength and growth potential
• Diversified revenue streams across
• Geographies
• Industries
• Customer Segments
• Delivery Models
• Strongest and broadest solution portfolio in the industry
• Highly skilled workforce
• Excellent reputation and brand
• Unique ecosystem of partners
• Driven by innovation
• SME is significant growth opportunity for SAP

Q&A Session