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Sixt SE

Investor Presentation Jul 6, 2022

397_ip_2022-07-06_ad6f4735-2d07-4b7a-8de1-71d40d5ca776.pdf

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SIXT CAPITAL MARKETS DAY

MUNICH

6 July 2022

CONTENT

P a g e 6 4 - 8 2 P a g e 8 3 - 1 0 1 P a g e 1 0 2 - 112 P a g e 1 1 3 - 1 3 0 J . A D A M S : Digital Customer Experience K . K O L I T Z : IT and Digitalisation V . P F L A N Z : Product and Sales K . A N D R E J E W S K I : Financial Strategy Page 3 - 2 6 P a g e 2 7 - 3 2 P a g e 3 3 - 4 5 P a g e 4 6 - 6 3 T . K E N N E D Y : Internationalisation K . S I X T : Strategy N . G A B R I E L : Operations K . A N D R E J E W S K I : SIXT is well prepared

STRATEGY

OUR VISION

Transform the way the world moves, because people expect better.

We make mobility as easy and flexible as possible.

Our customers can expect: Better cars. Better service. Better tech. Better people.

"

We don't want to be the largest mobility player on the planet, but the most profitable one.

ERICH SIXT Chairman of the Supervisory Board

"

WE ARE A DIGITAL INTEGRATED MOBILITY PROVIDER WITH CAR RENTAL AT ITS CORE

PERFORMANCE & PROFESSIONALISM

STOCK LISTED COMPANY COMBINED WITH FAMILY OPERATED BUSINESS

0.3 6.2 2008 2021 58.3% SIXT FAMILY PUBLIC VOTING RIGHT DISTRIBUTION % MARKET CAPITALISATION EUR bn SIXT COMMON SHARE ENTERED MDAX IN MARCH 2022 2022 Nico Gabriel Konstantin Sixt Kai C. Andrejewski Co-CEOs SIXT BOARD COO CFO 14 1 Alexander Sixt 15 13 YEARS WITH SIXT 11.0 10.5 8.5 7.0 Board Board -1 Board -2 Branch managers Years with SIXT STRONG PERFORMANCE AT CAPITAL MARKETS FAMILY OPERATED BUSINESS WITH TRUSTED TEAM x21 2019 3.6 H1 2022 4.3

THE SIXT STRATEGY

SIXT HAS ESTABLISHED A BRAND WITH STRONG BRAND AWARENESS AND HIGH VALUE

STRONG INCREASE OF BRAND VALUE & AWARNESS

BRAND VALUE USD 1.3 BN4

NOT RECOGNISED ON BALANCE SHEET

BRAND AWARENESS

GERMANY1 FRANCE2 NETHERLANDS3

94% 72% 72%

IN OTHER RELEVANT COUNTRIES

1 GER: Civey 04-2018, German population, age 18+, car users; 2 FR: BVA study 03- 2020, French population, age 18+, car renters (interim measurement); 3 NL: TNS Kantar study 02-2020, Randstad region (Amsterdam, Utrecht, Rotterdam, Den Haag), age 18-64, driving license B; 4 BrandFinance, January 2022

SIXT HAS BEEN THE FASTEST GROWING BRAND AMONGST TOP RENTAL CAR PLAYERS 2017 -2022

* GER: Civey 04-2018, German population, age 18+, car users Sources: BrandFinance January 2022

BUILDING THE ONE PREMIUM PLATFORM

SIXT OFFERS A MULTI PRODUCT MOBILITY PLATFORM THAT IS INTEGRATED ALONG THE VALUE CHAIN

ONE PREMIUM 1. DEMAND PLATFORM

  1. ONE PREMIUM PRODUCT PLATFORM

  2. ONE PREMIUM SERVICE PLATFORM

  3. ONE PREMIUM FLEET PLATFORM

  4. ONE PREMIUM TECH PLATFORM

SPINNING THE SIXT FLYWHEEL TO DRAMATICALLY INCREASE THE SCALE OF THE MOBILITY PLATFORM

STRATEGIC PROGRAM ON ELECTRIC MOBILITY PLACES SIXT INTO FRONT RUNNER POSITION

E-MOBILITY EVIDENCE AND AMBITIONS SIXT'S STRATEGIC PROGRAM

E-MOBILITY EVIDENCE AND AMBITIONS

70% BEV share until 2030

50% BEV share until 2030

From 2025 onwards only electrified models launched

70% BEV share in Europe until 2030

Further increase share of electric and hybrid vehicles

Rapid roll-out of charging infrastructure in SIXT branches

Strategic partnerships with innovation leaders

EXPAND THE ORANGE FOOTPRINT WORLDWIDE

WINNING MARKET SHARE THROUGH INTERNATIONALISATION AND SCALING OF PRODUCTS

  • ॰ Defend market leadership in Europe
  • ॰ Dramatically scale US business
  • ॰ Asset-light, low-risk growth in Franchise markets, e.g. Australia added in 2021

SCALE OUR PRODUCTS

  • ॰ Grow Van & Truck business focusing on core markets DE, F, and UK
  • ॰ Grow SIXT+ subscription
  • ॰ Grow SIXT share and launch new city
  • ॰ Increase SIXT ride offering to additional cities

OWN NETWORK PRESENCE IN LARGE MARKETS & LOW-RISK FRANCHISE MODEL IN SMALLER ONES

100 countries >2,100 branches

  • ॰ 13 corporate countries SIXT acting at own risk: DE, US, CA, ES, UK, FR, IT, BE, NL, LU, AT, CH, MC
  • ॰ Big rental markets with a rather low economic and political risk operated asset-heavy
  • ॰ Franchise in ~100 smaller rental markets
  • ॰ Asset-light commission-based model with limited risk for SIXT

Corporate Franchise

SNAPSHOT EUROPE: SUBSTANTIAL MARKET SHARE GAIN OF >6PP IN 2021 VS. 2019

MARKET SHARES 2005 to 2021

MARKET SHARE GROWTH IN EUROPE 2021 vs. 20193

1 Figures 2005-2014 according to Jefferies (Research Report as of 1 April 2020) and

figures 2015-2019 according to J.P. Morgan

2 Sixt European Corporate Countries including Germany, excl. Lux and Monaco

3 Market shares according to Euromonitor and own estimates

SNAPSHOT USA: SIGNIFICANT GROWTH IN THE WORLDS LARGEST CAR RENTAL MARKET

Sources: Euromonitor 2019 and 2021 studies, AutoRental News, US Market Data and own estimates

SIXT TECH AS DIGITALISATION ENGINE

SIXT TECH AS THE ENABLER FOR GROWTH AND EFFICIENCY

21

RESPONSIBLE ENTREPRENEURSHIP

SIXT IS A PEOPLE BUSINESS BASED ON TRUST AND STRONG CONTRIBUTIONS

FINANCIAL INDEPENDENCE AND PERFORMANCE

SIXT BUSINESS MODEL HAS A PROVEN GROWTH TRACK-RECORD

SIXT has a strong long-term growth story

…and has developed from a German car rental company to a global mobility provider with an international revenue share of 67% in 2021

* Group revenue, EBT and respectively EBT margin 2009-2019 calculated as Group revenue/EBT minus revenue/EBT of SIXT Leasing business unit; 2018 Group EBT including one-off effect of DriveNow sale; Source: Annual Reports SIXT

EBT MARGIN* [%]

THE WORLD IS OUT OF JOINT

SIXT IS WELL PREPARED

-

THE "GET" IDEA – GEOPOLITICS, ESG AND TECHNOLOGY

  • ॰ USA vs. China decoupling
  • ॰ USA market risks
  • ॰ Chinese market risks
  • ॰ European reawakening

TECHNOLOGY

  • ॰ AI
  • ॰ Quantum computing
  • ॰ Cyber-security
  • ॰ Blockchain,
  • ॰ Big data
  • ॰ Cloud platform

  • ॰ EU action plan

  • ॰ Taxonomy
  • ॰ Shareholder value

MANAGING GEOPOLITICAL AND MACROECONOMIC CHALLENGES

TURNING MOBILITY SECTOR CHALLENGES INTO OPPORTUNITIES

New technologies
favour
shift
to mobile platforms

Integrated mobility provider

ONE Platform for demand, product, service, fleet, and technology

Backbone rental
business to be supplemented by new products:
SIXT share, subscription
Energy transition
Shift to electric vehicles

100% renewable energy at locations in DE

Investment in charging infrastructure

Climate change and regulatory measures

  • ॰ Ongoing development of a sustainable mobility
  • ॰ Reduction of direct and indirect GHG emissions
  • ॰ ST and LT CO2 compensation via certificates and direct investments

THE ADAPTABILITY & FLEXIBILITY OF THE SIXT BUSINESS MODEL HAS PROVEN ITSELF IN TIMES OF CRISIS

OPERATIONS

KEY MESSAGE

#1 By creating a premium customer experience we achieve higher prices than the competition and thereby generate the highest return in the industry.

HIGHEST REVENUE PER VEHICLE

INDUSTRY PRICE CATEGORY LEADER BY CREATING A PREMIUM CUSTOMER EXPERIENCE

PREMIUM MOBILITY END-TO-END: OFFERING OUR CUSTOMERS EASY AND FLEXIBLE PREMIUM SERVICE

ONE PREMIUM 1. DEMAND PLATFORM

  1. ONE PREMIUM PRODUCT PLATFORM

  2. ONE PREMIUM SERVICE PLATFORM

  3. ONE PREMIUM FLEET PLATFORM

  4. ONE PREMIUM TECH PLATFORM

PREMIUM MOBILITY END-TO-END: OFFERING OUR CUSTOMERS EASY AND FLEXIBLE PREMIUM SERVICE

ONE PREMIUM 1. DEMAND PLATFORM

  1. ONE PREMIUM PRODUCT PLATFORM

3. ONE PREMIUM SERVICE PLATFORM

  1. ONE PREMIUM FLEET PLATFORM

  2. ONE PREMIUM TECH PLATFORM

THE PREMIUM SERVICE PLATFORM

PREMIUM SERVICE @ BRANCH

PREMIUM SERVICE @ SERVICE CENTERS

OUR FRONTLINE HEROES MAKE THE DIFFERENCE

PREMIUM SERVICE @ BRANCH

~EUR 38 m invest in renovations of SIXT branches +1,350 employees @ branches in 2022

~EUR 35 m invest in new branches

New branch concept

SIXT premium Parking experience

Customer Excitement Score (CES) substantial part of agent's bonus scheme

PREMIUM SERVICE @ SERVICE CENTERS: WE LEAD THE INDUSTRY WITH HIGHEST SERVICE LEVEL STANDARDS

24 hours* availability for e-mails and calls

80/60 service levels

24 hours e-mail response <10% abandonment rate

* in Europe

PREMIUM MOBILITY END-TO-END: OFFERING OUR CUSTOMERS EASY AND FLEXIBLE PREMIUM SERVICE

ONE PREMIUM 1. DEMAND PLATFORM

  1. ONE PREMIUM PRODUCT PLATFORM

  2. ONE PREMIUM SERVICE PLATFORM

  3. ONE PREMIUM FLEET PLATFORM

  4. ONE PREMIUM TECH PLATFORM

WORLD'S BIGGEST PREMIUM FLEET STILL ON TRACK DESPITE MARKET SHORTAGE

FLEET GROWTH HAS BEEN SECURED WHILE KEEPING PREMIUM BRAND SHARE.

1 Of top 4 listed car rental companies

2 Financial data based on annual reports of SIXT and competitors

3 Based on USD/EUR exchange rate as of 31 December, 2021

INTERNATIONALISATION

KEY MESSAGES

#1 North America is a huge market representing USD 31 bn of the USD 83 bn global rental market.

#2 SIXT just launched Canada and is expanding rapidly and profitably in the US.

#3 A significant marketing campaign will be launched in 2022 to increase brand awareness in the market.

#4 SIXT App allows customers to rent, ride, subscribe and ultimately buy in one app.

#5 Corporate and partnership sales initiatives and SIXT Xpress counter by-pass product will drive increased share of the USD 10 bn business market segment.

#6 SIXT+ provides a unique product in the growing mobility subscription segment in the US.

#7 SIXT is different from the competition – premium position, young and premium fleet, digital focused and unique products.

#8 2021 was a record year in the US – 121% revenue vs. 2020 – and we are just getting started!

MARKET COMPARISON USD 31 bn UNITED STATES

CANADA USD 1.5 bn

OPPORTUNITY IN THE USD BILLIONS

USD 30 bn REST OF THE WORLD

Sources: Euromonitor 2019 Studies, AutoRental News, US market data and own estimates

Europe

USD 17 bn

THE US RENTAL MARKET IS HUGE AND ~70% OF THE USD 16 BN AIRPORT MARKET IS IN THE TOP 50 AIRPORTS

1 AXN airport factbook and internal estimation 2 Euromonitor

RECENT AIRPORT OPENINGS

SIXT IS NOW PRESENT IN 36 AIRPORTS

Existing

WITH PLANS TO EXPAND TO A TOTAL OF 53 AIRPORTS

SIXT EXHIBITS STRONG AIRPORT MARKET SHARE GROWTH 2021, IN CONTRAST TO THE COMPETITION

AND WE ARE OPENING THE USD 1.5 BN CANADIAN MARKET

Vancouver (open) and Toronto (Q3) represent a significant share of the total Canadian market

SIXT USA OFFERS THE YOUNGEST FLEET AND HIGHEST SHARE OF PREMIUM BRANDS

Premium and Luxury >40%

Diversified Fleet Mix

US and European premium brands along with specialty vehicles (large SUVs, convertibles)

9 months

Average holding period for premium - slightly longer for non-premium

PREMIUM PRODUCT AND POSITIONING

STEADY FLEET GROWTH WITH A HEALTHY AND GRADUAL INCREASE IN ELECTRIFIED VEHICLES

OUR PREMIUM PRODUCT AND MID -WEEK AVAILABILITY ARE KEY DIFFERENTIATORS TO COMPETE IN THE CORPORATE SEGMENT

MARKET SEGMENTS

SIXT CUSTOMER MIX BY NUMBER OF RENTAL DAYS JUNE 2021 – May 2022

CORPORATE RENTS MID-WEEK – WHEN WE HAVE CAR AVAILABILITY

Illustration: SIXT USA utilisation by day of week.

SIXT+ CAR SUBSCRIPTION IS UNIQUE IN THE US

Flexible – renew on a month-to-month basis

Fully customisable – choose vehicle, mileage and protection

Includes vehicle-related costs (e.g., maintenance and repairs)

Fully digital pre-registration

Soft credit check

WE ACHIEVED SIGNIFICANT GROWTH AND PROFITABILITY...

  • ॰ Sales in the US increased by 121% between 2020-2021
  • ॰ US accounted for 26% of group revenue in 2021
  • ॰ US was a significant contributor to group earnings in 2021

...WITH A PLAN TO CONTINUE THE MOMENTUM

  • ॰ Expand market presence in US Airports and open Canada
  • ॰ Introduce SIXT Xpress counter by-pass product to all markets
  • ॰ Launch corporate sales initiative to capitalise on low mid-week utilisation and fleet availability with unique premium positioning in market
  • ॰ Expand long-term and SIXT+ penetration
  • ॰ Expand vehicle remarketing channels into partnerships and directly to consumer
  • ॰ Launch of first US brand marketing campaign to increase brand awareness

WE ARE YOUNG & INNOVATIVE SOCIAL MEDIA MARKETING WEBDESIGN FLEET

WE ARE GROWING STRATEGY EXPANSION REVENUE

IT AND DIGITALISATION

KEY MESSAGES

#1 SIXT is scaling on demands and new opportunities in a highly-dynamic environment.

#4 Costs and maintenance of on-site hardware are reduced.

#2 The focus is on the latest cloud products to improve the customer experience.

#3 SIXT is enabling security on highest level to protect the customer and our data.

#5 SIXT is reengineering and rebuilding its core application landscape for a world class customer experience.

SIXT "ORANGE" CLOUD

SIXT CLOUD STRATEGY

1

ACCELERATE BY LIFTING AND SHIFTING LONG TAIL SOFTWARE

GOORANGE CLOUD PLATFORM DETAILED OVERVIEW

SERVICES RUNNING IN OUR CLOUD

CLOUD ACCELERATION – LIFT & SHIFT

Move all the remaining workloads and applications from on premise datacenters to the public cloud by the end of 2022

TARGET – FACTS & NUMBERS

S I X T S O F T W A R E D E E P - D I V E

Pricing and AI

AI-BASED PRICING & YIELD @SIXT – HUGE POTENTIAL

ALTO provides transfer (and vehicle registration) recommendations with the aim of optimising earnings by shifting flexible capacity optimally.

The recommendation consists of shifting vehicle quantities between pool-to-pool connections.

OPTIMISATION

  • ॰ Network optimisation algorithm to maximise expected revenue minus transfer costs
  • ॰ Consideration of following two peaks in order to avoid inefficient transfers

S I X T S O F T W A R E D E E P - D I V E

SIXT Demand Platform

75

MARKET LEADER IN GERMANY FOR CAR RENTAL TRAFFIC

May 2022 comparison*

Online market share comparison across top car rental worldwide competition (Worldwide traffic to SIXT.de)

Domain (942) Traffic Share ↓
1 sixt.de 11.62% I
2 's blablacar.de 10.42%
3 ® billiger-mietwagen.de 8.82%
4 0:
rentalcars.com
5.95%
5 트 europcar.de 5.04%

SIXT is top website in Germany for car rental customers

*Source : Similarweb

DIGITAL CAR RENTAL

Branches Websites APP

Company one program basicans and promote 400 81 400
Mon e- e-
NALE
ST 580-570-6. 1267 PAGE V
Price PC Mar
BLOG USTRALE -
25000
1155538
MINTHLE -1.40 2015-01-2 1408-27816 THE . MI R-S-CL-M-T & Classe PARCOW
1468
NEWS CON
PORT MART I WF-13-14-16 18 44 MATARIES BOOK BE V 7 70 MAXAMAN P N ma -
REAL BARRY Property Material Distrime mind 22 Contracted to Call 18 .
-----
PERFECTIVE 5
Lander 1770 FRONTERS 3 CLASS COLLECT COLLECTION COLLECTION COLLECTION COLLECTION COLLECTION COLLECTION CONTRACTION CONTRACTION CONTRACTION CONTRACTION CONTRACTION CONTRACTION CONTRACTION CONTRACTIO t
Relation of Laterial 4-4-1 8-4 14 17.00 1 LANDSORIES I ****(Allen IP's 19
BELLE BELLE 1 . Box 1 Sec . and Total Value because and 17 BARBERENAMA FR Page Public Pro SECTION COLUMN
SCHILDERS Ball broket *** Total Time I To 71 105/05/05/05/10 Plan Fill 2
Carlo 1644 ATTAG REALT TO BE V 70 CONNUMA RI 60 t
To Mar 1 64.840 HALL WALLANDER IN 10 An monta a CD A character
--------
SHOWARD MONTH BE A 10 minute B 19.9
Corporation
BUN BELL - - - - - - - - - - - - - - - bearing are il THE BESCHIP LE 177 Baller CONSTITUTION
вече вест br drafters bearing pro 71 LOUISQUE II P 8-4 4
POST SET A 14.55/400 Total Checade and Call 1.04 THIS SHEET TO 120 47 mm
Persis
SECIA Calle Bridge was FRANCE B LE BOTTLE & RE na -
----- A RAINERAL WALNAK 2 AN MARKE & LE Check
CHARLER

SIXT APP (CAR VIA APP) FOR 8 YEARS

DIGITAL

BOOKING

EXPERIENCE

FOR 20 YEARS

DIGITAL CAR RENTAL

What's next?

Improve the customer experience to a digital journey

Increase digital convenient customer experience compared to our competitors to hold our price-point #1 #2

Lack of workforces (staff shortages)

#3

Raising check-out cost due the raising workforce cost

CHALLENGES

#4 #5

Average invest per branch

Lack of real exciting customer experience

DEMO – SIXT XPRESS

START SCREEN VALIDATION FLOW VEHICLE SELECTION

S I X T S O F T W A R E D E E P - D I V E

Growth

SIXT TECH – GROWTH

SIXT prepared for future growth with a tech invest and team above 2019

15 68 61 66 70 150 573 529 608 770 2009 2019 2020 2021 2022 Tech invest [EUR m] Tech FTE

By Q4, SIXT will have established a new tech hub

LOCATIONS

INCREASE OF TECH FORCE BY 10% ACROSS ALL LOCATIONS IN 2022

* The current situation in Ukraine has demanded some adjustments which we were able to overcome. We have been in constant contact with our Ukrainian colleagues to ensure they and their families are safe. Help has been provided wherever needed.

FINANCIAL STRATEGY

KEY MESSAGES

#1 SIXT stands out due to its long-term financial outperformance versus competition.

#2 After posting a record result in 2021, SIXT doubled its EBT in the first quarter compared to pre-COVID-19.

#3 Variable, diversified, and financially solid business model fosters constant performance.

#4 Given rising geopolitical and macroeconomic uncertainties, SIXT is well positioned to stay calm in choppy waters.

#5 SIXT displays an honest and comprehensive ESG story.

SIXT – EXPECT BETTER

SIXT IS WELL PREPARED FOR THE CHALLENGES THAT LIE AHEAD

DIVERSIFICATION VARIABILITY FLEET FINANCIAL SOLIDITY ESG FINANCIAL PERFORMANCE

SIXT BUSINESS MODEL HAS A PROVEN GROWTH TRACK-RECORD

SIXT has a strong long-term growth story

…and has developed from a German car rental company to a global mobility provider with an international revenue share of 67% in 2021

  • 1 Group revenue, EBT and respectively EBT margin 2009-2019 calculated as Group revenue/EBT minus Revenue/EBT of SIXT Leasing business unit; 2018 Group EBT including one-off effect of DriveNow sale; Source: Annual Reports SIXT
  • 2 Bloomberg, development of share price based on values as of Jan. 4, 2010 and IPO of Europcar

SHARE PRICE2 [%]

EBT MARGIN1 [%]

LIMITED AND WELL-MANAGED RESIDUAL VALUE RISK

FLEET SIZE BACK ON PRE-COVID-19 LEVELS

AVERAGE FLEET SIZE IN SIXT CORPORATE COUNTRIES PER QUARTER

[thousands]

DIVERSIFICATION VARIABILITY FLEET FINANCIAL SOLIDITY ESG FINANCIAL PERFORMANCE

LOWEST DEBT LEVEL AND HIGHEST FIXED DEBT SHARE AMONG PEERS – SIXT LESS IMPACTED BY INTEREST HIKES

Source: Annual Reports FY 2021; own research

DIVERSIFICATION VARIABILITY FLEET FINANCIAL SOLIDITY ESG FINANCIAL PERFORMANCE

WELL-BALANCED FINANCING MIX ENABLES SIXT TO COPE WELL WITH RISING INTEREST RATES

50% 6% 44% Bonds Borrower's note loans Utilisation of bilateral credit lines EUR 1,614 m ॰ Senior unsecured2 financing instruments ॰ Vehicles unpledged ॰ Main issuing entity: SIXT SE MIX OF FINANCING INSTRUMENTS1 [%]

MATURITY PROFILE1

1 Financial liabilities as of 31 December, 2021; Repayment amounts excluding accrued and in future payable interest;

  • Lease liabilities resulting from leases recognised in accordance with IFRS 16 are not included
  • 2 EUR 66 m long-term real estate financing are secured by mortgages

SIXT'S HOLISTIC VIEW ON ESG

Fulfilling our SOCIAL RESPONSIBILITY for society since decades with Regine Sixt Kinderhilfe Stiftung G

GOVERNANCE

Ensuring transparency, sustainability and human rights along our SUPPLY CHAIN

ANCHORING SUSTAINABILITY

throughout the organisation with dedicated ESG processes, organisation and Board leadership

Using cars with state-of-theart TECHNOLOGY reduces emissions

RESEARCH COOPERATION WITH IMO-HSG COMPARES FOOTPRINT OF SIXT PRODUCTS TO ALTERNATIVES

SHARED MOBILITY ELECTRIC MOBILITY OTHER MOBILITY SYSTEMS

One of the key levers for reducing emissions are shared mobility solutions resulting in a change of individual Mobility Behaviour. *

Today's electric mobility has a smaller effect on the reduction of CO2 emissions than generally assumed. However, in combination with renewable energy, further progress should be achieved.*

Holistic View: Especially for new infrastructure projects, the rail transport system turns out to have a more intense CO2 footprint than estimated by society. *

* Study "Holistic Ecological Accounting of Transport Systems", KRBE and Institute for Mobility at the University of St. Gallen for Friedrich Naumann Foundation for Freedom

OUR ESG ROADMAP

DIVERSIFICATION VARIABILITY FLEET FINANCIAL SOLIDITY ESG FINANCIAL PERFORMANCE

PROFIT RECOVERY OUTPACING REVENUE RECOVERY DRIVEN BY GOOD COST CONTROL

HIGH EQUITY RATIO AND LOW NET FINANCIAL DEBT

Source: Annual Reports

DIVERSIFICATION VARIABILITY FLEET FINANCIAL SOLIDITY ESG FINANCIAL PERFORMANCE

Q1 2022 HIGHLIGHTS & PERFORMANCE VS. PRE-PANDEMIC LEVELS

Q1 2019 Q1 2022
INDEX SDAX MDAX
MARKET CAP
[EUR bn]
3.9 +26% 4.9
EQUITY RATIO
[%]
25.0% +14pp. 39.4%
RENTAL ASSETS
[EUR bn]
2.9 -7% 2.7
EBT
[excluding Leasing, EUR m]
40.1 +133% 93.5
INTERNATIONAL REVENUE SHARE
[excluding Leasing, EUR m]
57% +12pp. 69%
REVENUE
[excluding Leasing, EUR m]
505.8 +15% 580.8

Q1 2022 REVENUE GROWTH – STRONG IMPROVEMENT ACROSS ALL SEGMENTS

GERMANY EUROPE NORTH AMERICA

WHILE 2020'S SHARE PRICE CORRECTION WAS BASED ON EARNINGS REVISION, WE ARE NOW WHITNESSING MULTIPLE CONTRACTION

Source: FactSet, Bloomberg

PRODUCT AND SALES

KEY MESSAGES

#1 Corporate Sales is one out of three key pillars that drive revenue.

#2 SIXT is THE mobility expert for any kind of business ground transportation.

MASTERING CHALLENGES WIN OPPORTUNITIES

#3 (Corporate) customers benefit from a variety of flexible, newly launched products.

MARKET TRENDS

Sustainability

Urbanisation

SIXT TAKES THE LEAD IN NEW MOBILITY TRENDS

SHARED MOBILITY

Innovative mobility improves social inclusivity and economic growth

Up to 20% share of total mobility market by 2040

Requirement of more sustainable and resilient

AUTONOMOUS VEHICLES

Long term up to 50% lower cost per mile compared to driverbased rides

Shift from OEMs to tech players

Adoption depends on regulation, technology readiness and customer preferences

MOBILITY AS A SERVICE

urban mobility systems Encourages move towards new mobility solutions

Offers lower cost of usage versus total cost of ownership

Micromobility to show strong post-pandemic growth

Sources: University of St. Gallen/BCG/WEF, Oliver Wyman, McKinsey, AD Little

ONE HOLISTIC STATE-OF-THE-ART IT PLATFORM – COMBINES OWN AND THIRD-PARTY CONTENT

THREE DIFFERENT SALES STREAMS

CORPORATE SALES CORPORATE SALES

VISION

SIXT is the global mobility partner of choice for companies of all sizes.

MISSION

Become real mobility consultants through focus and excellence. Add value to our customers and offer digital services as a differentiator.

ONE PREMIUM PRODUCT PLATFORM

Rent

Car subscription business

॰ Launched in 2020, now available in all corporate countries

+

  • ॰ Flexible all-incl. offering
  • ॰ Stable monthly cashflows for SIXT
  • Short- and long-term car rental
  • ॰ >240,000 vehicles
  • ॰ >2,100 branches
  • ॰ Completely digital rental process via the SIXT App

Light commercial vehicle rental

  • ॰ Division launched in 2021
  • ॰ >900 branches

Truck Share Ride Micro

Free-floating carsharing

  • ॰ High share of electrification – >70% battery electric vehicles
  • ॰ >2.5 m trips in 2021

Ride hailing and event service business

  • ॰ Currently available in more than 400 cities in 50 countries worldwide
  • ॰ >2,500 partners
  • ॰ >5 m drivers

Last mile micromobility: scooter & bikes ॰ >300 k scooter

journeys

TO SHORT-TERM MOBILITY

LONG-TERM MOBILITY

YEAR MINUTES

FROM

Asset ownership Asset-heavy Key competitors Lynk&Co, Care by Volvo, VWFS, ALD, FINN

Asset ownership Asset-heavy Key competitors Enterprise, Avis, Europcar, Hertz

Asset ownership Asset-heavy Key competitors Northgate, Europcar

Asset ownership Asset-heavy Key competitors Miles, ShareNow

Asset ownership Asset-light Key competitors Uber, Lyft

Asset ownership Asset-light Key competitors Bird, Lime

Monthly fixed price

  • All inclusive
  • Cancel at any time

New: the flexible company car alternative

Unlimited mobility with the international car subscription

DIGITAL CUSTOMER EXPERIENCE

KEY MESSAGES

#4 Improving digital booking experience removes contact reasons at source.

#3 Digitising customer service helps people solve issues quickly and easily themselves.

#5 Digitising pick-up experience turns our biggest contact point into an advantage.

DIGITAL GROWTH

USER & ACTIVE CUSTOMERS

SIXT has demonstrated robust signs of user growth in 2022. SIXT has demonstrated robust bookings and revenue

User growth (Compared to same month last year)

BOOKINGS & REVENUE

growth in 2022, suggesting a recovery from COVID-19.

Revenue / day in customer cohorts [EUR]

WE LIVE TO EXCITE CUSTOMERS

Every customer contact gives us a clue about where people expect better, so we can build excitement

WHY ARE CUSTOMERS CONTACTING US?

॰ Call transfer to other department

DIGITISING CUSTOMER EXPERIENCE TO MAKE IT BETTER

BETTER CUSTOMER SELF-SERVICE

EXAMPLE: CHANGE BOOKING ONLINE

Customers can easily manage their bookings online via the SIXT website or app

Most frequent use-cases:

    1. Change pick-up / return date, time or station pre-rental
    1. Extend rental return dates during rental
    1. Choose ancillary products
    1. Provide comments or flight info in case of delays

BETTER BOOKING EXPERIENCE

BETTER BOOKING EXPERIENCE SOLVE CONTACTS AT SOURCE

EXAMPLE: SIMPLIFY BOOKING PROCESS

SEPTEMBER 2021 DECEMBER 2021 JUNE 2022

EXAMPLE: REMOVE ROOT CAUSES FOR POST-RENTAL CONTACTS

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OSS DAMAGE WAIVER
V Damage & theft
Avoid high costs: Limit your financial exposure to accidental
V Third-party liability
damages or theft of your vehicle
V Roadside assistance
Details
0)
You are currently responsible for
\$ 0.00 day
damage and theft to the rental vehicle
Standard Protection Package
USD 0 financial responsibility
\$ 33.99 day
Stay covered in the event of:
V Damage & theft
V Third-party liability
X Roadside assistance
Supplemental Liability Insurance
\$ 16.99 day
Details
Choose liability protection for claims made
by a third party
Roadside Assistance Protection
\$ 9.49 day
Basic Protection Package
Get basic protection in case of:
Roadside assistance for lost key, key lockout,
V Damage & theft
fuel service & dead battery
X Third-party liability
X Roadside assistance
Personal Accident Coverage
క ర.00 day
Details
Monetary compensation for medical
expenses or accidental death of both the
driver or the passengers in the rental vehicle
) Continue Without Any Protection
Personal Property Coverage
\$ 4.30 day
Safeguard your personal items and those of
vehicle and any third-party claims.
your accompanying family members from
damage or loss
\$60.99 \$51.84 /day
Save 15 %
\$50.99 \$45.89 /day
Save 10 %
\$34.00 /day
Your personal insurance or credit card may not fully cover
this trip. You are responsible for damage to or theft of the

BETTER CHECK-OUT EXPERIENCE

BETTER CHECK-OUT EXPERIENCE TURN OUR BIGGEST CONTACT POINT TO A BENEFIT

DIGITAL CAR RENTAL

SIXT Xpress

OVERVIEW OF NEW CHECK-OUT EXPERIENCE

A faster and smarter check-out experience via any mobile device

CUSTOMERS CAN

  • ॰ Securely share their driver's license and personal details
  • ॰ Conveniently select a vehicle of their choice and make payment
  • ॰ Save time and go directly to key pick-up

IMPACT SO FAR

  • ॰ Pilot launched at Miami International Airport in December 2021
  • ॰ Scaled to 20+ branches in US in Q2 2022, soon be expanded in US & EU
  • ॰ 3000+ customers already used it
  • ॰ Promising signs of customer excitement

SIXT CAPITAL MARKETS DAY TAKEAWAYS

#1 With its variable, diversified and financially solid business model SIXT is well prepared to master the macroeconomic challenges ahead.

#2 By creating a premium customer experience we achieve higher prices than the competition and thereby generate the highest return in the industry.

#3 SIXT just launched Canada and is expanding rapidly and profitably in the US.

#4 SIXT IT scales on demand and opportunities in a highly dynamic environment.

#5 (Corporate) customers benefit from a variety of flexible, newly launched products.

#6 SIXT lives to excite customers. Customer contacts tell us where better is expected. Digitising customer service helps people solve issues quickly.

DISCLAIMER

This presentation (together with the presenters' speeches and any other related verbal or written communications the "Presentation") contains forward-looking statements relating to the business, financial performance and results of Sixt SE (together with its subsidiaries, the "Company") and/or the industry in which the Company operates. Forward-looking statements concern future circumstances and results and other statements that are not historical facts, sometimes identified by the words "believes," "expects," "predicts," "intends," "projects," "plans," "estimates," "aims," "foresees," "anticipates," "targets," and similar expressions. Forward-looking statements, including assumptions, opinions and views of the Company or cited from third party sources, are solely opinions and forecasts which are uncertain and subject to risks. Actual events may differ significantly from any anticipated development due to a number of factors, including without limitation, changes in general economic conditions, in particular in the Company's target markets and changes in competition levels. The Company does not guarantee that the assumptions underlying forward-looking statements are free from errors nor does it accept any responsibility for the future accuracy of opinions or any obligation to update the statements in the Presentation to reflect subsequent events. Forward-looking statements are made only as of the date of the Presentation. Neither the delivery of the Presentation nor any further discussions of the Company with any of the recipients thereof shall, under any circumstances, create any implication that there

has been no change in the affairs of the Company since such date. Consequently, the Company does not undertake any obligation to review, update or confirm expectations or estimates or to release publicly any revisions to any forward-looking statements to reflect events that occur or circumstances that arise in relation to the content of the Presentation. Furthermore, a totally different performance can ensue from an unexpected slump in demand or economic stagnation in our key markets. The actual development can differ materially from the forecasts made in this Presentation, in case one of the aforementioned risks or other risks not mentioned here should materialize and/or the assumption on which we have based our forecasts and prospects turn out to be wrong.

Certain industry and market information in the Presentation and/or related materials has been obtained by the Company from third party sources. The Company has not independently verified such information and neither the Company nor any of its directors provides any assurance as to the accuracy, fairness or completeness of such information or opinions contained in this document and neither the Company nor any of its directors takes any responsibility for such information. This Presentation contains summary information only and does not purport to be comprehensive and is not intended to be (and should not be used as) the basis of any analysis or other evaluation. In addition, the information in the Presentation is subject to change. No representation or warranty

(express or implied) is made as to, and no reliance should be placed on, any information, including projections, estimates, targets and opinions, contained herein, and no liability whatsoever is accepted as to any errors, omissions or misstatements contained herein. Due to rounding it is possible that figures may not add up exactly and that half or full year figures do not correspond to added quarterly figures. For the same reason, percentages may not exactly match absolute numbers they correspond to.

The Presentation does not constitute or form part of, and should not be construed as, an offer, solicitation or invitation to subscribe for, underwrite or otherwise acquire, any securities of the Company nor should it or any part of it form the basis of, or be relied on in connection with, any contract to purchase or subscribe for any securities of the Company, nor shall it or any part of it form the basis of or be relied on in connection with any other investment whatsoever.

SIXT SE Investor Relations Zugspitzstrasse 1 82049 Pullach

+49 (0)89 74444 – 5104 [email protected]

Prof. Dr. Kai Andrejewski C H I E F F I N A N C I A L O F F I C E R

Nicole Schillinger H E A D O F I N V E S T O R R E L A T I O N S

Sophia Patzak S E N I O R P R O F E S S I O N A L I N V E S T O R R E L A T I O N S

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