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Sixt SE

Investor Presentation May 12, 2022

397_ip_2022-05-12_cb6cae04-3d00-43da-95fe-b872463eef46.pdf

Investor Presentation

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SIXT Q1 2022 Investor Presentation

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.

Q1 2022 HIGHLIGHTS

Q1 2022 HIGHLIGHTS

Q1 PERFORMANCE VS. PRE-PANDEMIC LEVELS

SIXT DOUBLES PROFIT VERSUS PRE-COVID - DRIVEN BY THE INTERPLAY OF SEVERAL GROWTH FACTORS

BROADER MARKET PRESENCE AS A RESULT OF CONSISTENTLY ADVANCING INTERNATIONALISATION

STRONG INTERNATIONAL BUSINESS

INCREASED PRICE LEVEL IN ALL MARKETS

STRICT COST MANAGEMENT

CONTINUOUS DIGITALISATION AND GROWING PRODUCT RANGE

FLEET SIZE WELL UP ON THE SAME QUARTER OF 2021

STRATEGY & BUSINESS UPDATE

THE SIXT 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.

UNLIMITED OPPORTUNITY IN A USD 6.7 TN MARKET

SIXT TAKES THE LEAD IN NEW MOBILITY TRENDS

MOBILITY AS A SERVICE

Encourages move towards new mobility solutions

Offers lower cost of usage versus total cost of ownership

Micromobility to show strong post-pandemic growth

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

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 urban mobility systems

FLEET SIZE BACK ON PRE -COVID LEVELS

Q1 2022 AVERAGE ~125,000 VEHICLES1

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

FINANCIAL DEBT [EUR bn]

FIXED VS. VARIABLE DEBT MIX

Q1 2022 RESULTS IN DETAIL

Q1 2022 REVENUE GROWTH – STRONG IMPROVEMENT ACROSS ALL SEGMENTS

GERMANY EUROPE NORTH AMERICA

PROFIT RECOVERY OUTPACES REVENUE RECOVERY DRIVEN BY GOOD COST CONTROL

Q1/19 Q1/21 Q1/22

40 -14 93 Q1/19 Q1/21 Q1/22 -782%

17

Q1/19 Q1/21 Q1/22

Q1 2022 SEGMENT UPDATE: PROFITABILITY ABROAD STRONGLY ABOVE PRE-COVID LEVELS

14

5 Q1/19 Q1/21 Q1/22

45 36

Q1/21 -5 Q1/19 Q1/22 17

5

Q1/19 Q1/21 Q1/22

52

43

33%

OUTLOOK

SHARED

(E-)MOBILITY

CHALLENGES

SIXT SE Investor Relations Zugspitzstrasse 1 82049 Pullach

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

Prof. Dr. Kai Andrejewski Chief Financial Officer

Nicole Schillinger Head of Investor Relations

Sophia Patzak Senior Professional Investor Relations

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