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Ströer SE & Co. KGaA

Investor Presentation • Feb 9, 2023

417_ip_2023-02-09_7a1e532a-d64e-48d6-af17-ba89ac5e9365.pdf

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Gaining share - prepared for the cycle

9. Hamburger Investorentage – Donner & Reuschel | montega

February 9, 2023 | Ströer SE & Co. KGaA

Agenda

Overview & Group Update Financials Outlook

Business segments at a glance

OOH Media

in
io.
M
E
U
R		 2
0
2
0		 2
0
2
1		 lta
De
Re
ve
nu
e		 6
5
5.
7		 7
0
0.
8		 %
6.
9
d
j.
E
B
I
T
D
A
a		 2
9
8.
2		 3
3
5.
9		 1
2.
6
%
(
d
)
E
B
I
T
D
A
in
j.
ma
rg
a		 4
5.
5
%		 4
7.
9
%		 2.
4
%p
ts

#1 OOH provider in Germany

Area-wide marketing & operation of around 300,000 advertising spaces and 20,000 items of street furniture

Product variety at the touchpoints street, building & means of transportation

Industry standards through continuous research & development

Complementing the digital infrastructure of cities with advertising media

Digital & Dialog Media

in
io.
M
E
U
R		 2
0
2
0		 2
0
2
1		 lta
De
Re
ve
nu
e		 6
3
6.
7		 3
3.
9
7		 3
%
1
5.
d
j.
E
B
I
T
D
A
a		 1
5
5.
5		 1
8
7.
4		 2
0.
5
%
(
d
)
E
B
I
T
D
A
in
j.
ma
rg
a		 2
4.
4
%		 2
5.
5
%		 1.
1
%p
ts

#1 digital marketer in Germany

High-quality portfolio reaches around 50 million UU per month

Strong market position in news and diverse premium content for digital natives

Full call-center services with focus on outbound sales & cross/up-selling activities

Comprehensive field service

DaaS & E-Commerce

in
io.
U
M
E
R		 2
0
2
0		 2
0
2
1		 lta
De
Re
ve
nu
e		 8
0.
0
1		 2
9
4
1.		 3
%
4.
4
d
j.
E
B
I
T
D
A
a		 2
1.
6		 2
2.
1		 2.
3
%
(
d
)
E
B
I
T
D
A
in
j.
ma
rg
a		 1
2.
0
%		 9.
1
%		 -2
9
%p
ts
S
A
A
M
B
E
A
U
T
Y

Leading digital beauty private label platform in DACH

Statista |

Leading global provider of business, consumer and industry data Subscription-based B2B model

Results 9M 2022

€
m		 9
M
2
0
2
1		 9
M
2
0
2
2		 ▲
R
d
h
t
t
e
p
o
r
e
g
r
o
w		 1,
1
0
0
2		 1,
2
6
3
4		 1
3
%
+
R
e
v
e
n
u
e
s		 (
1
)
O
i
h
t
r
g
a
n
c
g
r
o
w		 %
1
1.
7
+		 %
1
3
5
+		 %
1.
8
t
+
p
s
(
)
E
B
I
T
D
A
d
j
t
d
a
s
e
u		 3
1
8
9		 3
5
3
9		 1
1
%
+
(
)
E
B
I
T
d
j
t
d
a
s
e
u		 1
2
5
3		 1
5
4
6		 2
3
%
+
(
2
)
(
)
N
t
i
d
j
t
d
e
n
c
o
m
e
a
s
e
u		 8
3
4		 1
0
4
2		 2
5
%
+
O
t
i
C
h
F
l
p
e
r
a
n
g
a
s
o
w		 2
2
1.
5		 2
3
3
6		 5
%
+
C
a
p
e
x		 6
2
1		 1
1
7
7		 8
9
%
+

Note: New organic growth calculation with 12 months delayed recognition of acquisitions (applied from fiscal year 2022)

(1)Excluding exchange rate effects and effects from (de)consolidation and discontinuation of operations

(2)Adjusted for exceptional items and additional other reconciling factors in D&A (PPA related amortization and impairment losses), in financial result and in income taxes 4

Q3 Market Dynamics: Resiliant Business, Strong DOOH Dynamics Outperforming Local German Competition by >10 points

G
l
b
l
P
i
t
o
a
o
n
s
f
R
f
o
e
e
r
e
n
c
e		 L
l
o
c
a
P
e		 G
e
r
m
a
n
e
r
s
A
l
h
b
t
p
a
e
%
6
+		 /
*
D
k
t
M
b
i
l
e
s
o
p
o
e
%
1
0
-		 G
*
A
d
M
k
t
e
r
m
a
n
a
r
e
%
9
-		 S
ö
O
t
D
H
r
e
r
o
%
2
3
+
Y
t
b
o
e
u
u
2
%
-		 T
V
G
*
e
r
m
a
n
y
1
0
%
-		 P
i
G
*
t
r
n
e
r
m
a
n
y
%
9
-		 S
ö
O
t
H
r
e
r
o
4
%
+
M
t
e
a
%
4
-		 R
d
i
G
*
a
o
e
r
m
a
n
y
1
0
%
-		 O
H
G
*
o
e
r
m
a
n
y
%
8
-		 S
ö
G
t
r
e
r
r
o
u
p
%
5
+

* Nielsen Numbers (gross) for Q3; reported net numbers of public companies indicated similar or slightly worse trend on net revenue basis.

Three Key Drivers for Resilient Performance of Core OoH Business In parallel: downside Protection in challenging Times

Classic OoHDigital OoH OoH Services

    1. The digitization of inventory + higher demand incl. programmatic driving DOoH share

    1. 60% of OoH revenue coming from highly resilient (thousands of) local customers

6

  1. 60% OoH market share in a (fully) consolidated market

Accelerated Digitisation of Out-of-Home Infrastructure

High D-OoH Reach and Audience Coverage (x3 within 5 Years)

* OTS = Opportunity to see. Average OTS amongst all age splits, based on total population in Cities >50k citizens

DOoH Rollout Plans from the Capital Market Day even accelerated YTD fully on track; pause for HY2 would generate significant CAPEX savings

f
N
b
P
b
l
i
V
i
d
u
m
e
r
o
u
c
e
o
S
c
r
e
e
n
s		 1
2
0
2
1
H		 2
0
2
1
F
Y		 2
0
2
2-
2
0
2
6		 f
2
0
2
2
U
d
t
p
a
e
o
r		 2
0
2
6
h
d
n
c
a
n
g
e
u
2
d
i
2
m
e
u
m
m		 1
7
0		 2
6
0		 3,
5
0
0
+
i
l
t
t
m
a
p
o
e
n
a
x
7,
0
0
0
b
2
0
2
6
y
~
P
i
r
e
m
u
m
R
d
i
d
o
a
s
e
S
c
r
e
e
n
s		 2
l
~9
a
r
g
e
m		 2
4
5		 0
7
5		 Ø
5
0
0
~		 7
5
0-
8
0
0
t
o
n
o
p
~
(
1,
0
0
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i
l
t
t
+
o
n
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p
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u
Q
1
/
2
0
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3
)
p
e
r
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e
a
r
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4
0
<
x-
a
r
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e
m		 3
6		 5
0
O
T
T
A
L		 7
3
0		 1,
0
6
0
P
i
r
e
m
u
m
I
d
n
o
o
r		 b
l
i
t
t
p
u
c
r
a
n
s
p
o
r		 7
3
1		 8
0
0		 Ø
3
0
0
~
t
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o
p
p
e
r
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e
a
r		 4
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t
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(
9
0
%
i
>
n
)
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1
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t
i
o
p
c
e
s		 6,
8
0
0
+
t
t
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p
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e
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a
8,
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2
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6
~
t
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i
r
a
n
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o
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s		 1,
7
8
6		 1,
9
0
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S
c
r
e
e
n
s		 (
)
*
l
l
+
m
a
s		 2,
5
6
0		 2,
3
5
0		 y
T
O
T
A
L		 0
5,
7
7		 0
0
5,
5
P
O
S		 2,
2
6
9		 2,
3
4
5		 9
0
0
0
+
L
t
i
l
&
o
n
g
a		 b
i
t
a
m
e
n		 1
3,
2
1
3		 1
3,
6
9
0		 t
i
t
i
o
p
p
o
r
u
n
s
c		 t
i
t
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i
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h
o
p
p
o
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u
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s
c
w		 0,
t
t
i
l
m
a
x
p
o
e
n
a
3
d
P
t
r
a
r
y
S
c
r
e
e
n
s		 3
d
t
r
p
a
r
y		 8,
6
1
0
5		 8,
6
1
0
5		 d
l
t
e
e
o
p
m
e
n
v		 f
O
S
P
o
c
s
o
n
u		 1
8
0,
0
0
0
2
0
2
6
b
y
~
T
O
T
A
L		 7
4,
0
9
2		 7
4,
6
4
5

* Including top indoor locations like e.g. premium cinemas or large event locations

Accelerated Digitization of Out-of-Home InfrastructureImpressive combined D-OoH Net Reach

C
i
t
y		 C
b
i
d
t
o
m
n
e
n
e
h
i
%
r
e
a
c
n		 G
R
P
s
B
l
i
e
r
n		 6
0
9		 4
4
4
H
b
a
m
u
r
g		 8
2
7		 9
4
6
M
i
h
u
n
c		 6
6
5		 9
7
5
C
l
o
o
g
n
e		 9
7
7		 8
3
2
F
k
f
t
r
a
n
r
u		 6
0
5		 4
8
7
S
t
t
t
t
g
a
r
u		 7
7
6		 1,
0
5
0
D
ü
l
d
f
s
s
e
o
r		 7
0
2		 4
7
5
E
s
s
e
n		 6
4
6		 1
2
5

D-OoH net reach in top 10 cities

65%

National broadcast offer:

Public Video RON (Station, Mall, Infoscreen, Roadside, City, City Tower), 1 week, 10 sec. spot, Ø ad pressure

OoH Media with diversified Revenue Streams

i.e. Local Salesforce & Programmatic Setup with unique Profile

High local Sales share secures downside Protection

while OOH+ supports faster recovery

Ströer OOH sector comparison

Q3 Revenue development (Q3 2019 – Q3 2022, indexed)

Q
3
2
0
1
9		 Q
3
2
0
2
0		 Q
3
2
0
2
1		 Q
3
2
0
2
2
1
S
tr
öe
r		 1
0
0
%		 7
8
%		 9
8
%		 1
0
5
%
Pe
A
er		 1
0
0
%		 5
8
%		 7
6
%		 8
7
%
Pe
B
er		 1
0
0
%		 6
1
%		 8
6
%		 9
8
%
Pe
C
er		 1
0
0
%		 8
4
%		 1
0
4
%		 1
1
5
%
Pe
D
er		 1
0
0
%		 6
7
%		 9
1
%		 9
8
%
2
Pe
E
er		 1
0
0
%		 6
%
7		 8
2
%		 9
1
%

Ströer Group (OOH+) sector comparison

Q3 Revenue development (Q3 2019 – Q3 2022, indexed)

Q
3
2
0
1
9		 Q
3
2
0
2
0		 Q
3
2
0
2
1		 Q
3
2
0
2
2
1
S
öe
tr
r		 %
1
0
0		 %
9
4		 %
1
0
9		 %
1
1
7
Pe
A
er		 %
1
0
0		 %
5
8		 %
7
6		 %
8
7
Pe
B
er		 1
0
0
%		 6
1
%		 8
6
%		 9
8
%
C
Pe
er		 1
0
0
%		 8
4
%		 1
0
4
%		 1
1
5
%
Pe
D
er		 1
0
0
%		 6
7
%		 9
1
%		 9
8
%
2
Pe
E
er		 1
0
0
%		 6
7
%		 8
2
%		 9
1
%

Adjusted for Ströer Tobacco sales

2Half-year figures

Diversified OoH Business across Sales Channels and Industries

Heterogeneous client structure makes OoH business highly resilient *

Ca
Pe
l
rso
na
re		 Be
ve
rag
es		 Te
lec
ica
t
ion
om
mu
n
s		 F
ina
nc
e		 Fo
d
o
Au
ive
tom
t
o		 Pu
b
l
ic
Co
ion
t
rp
ora
s		 He
l
h
&
P
ha
t
a
rm
ac
y		 Tr
&
Lo
is
ics
t
t
an
sp
or
g		 Ga
b
l
ing
/
Be
ts
m
To
ism
ur		 Ar
Cu
l
&
En
inm
t,
tur
ter
ta
t
e
en		 Ga
tro
s
no
my		 On
l
ine
Po
ls
ta
r		 Lo
is
ics
/
Pa
ls
t
g
rce
Co
tru
t
ion
In
du
try
ns
c
s		 Gr
ies
(
C
las
ic
)
oc
er
s		 D
isc
ter
ou
n		 Co
M
isc
mm
erc
e		 En
erg
y
Ho
&
Ga
de
Eq
ip
t
us
e
r
n
me
n
u		 Le
isu
&
Sp
ts
re
or		 Te
t
i
les
&
C
lo
t
h
ing
x		 Fa
irs
/
Ex
h
i
b
i
t
ion
s		 O
t
he
S
tor
r
es
Co
&
O
f
f
ter
ice
mp
u		 Ca
Bo
dy
re		 Co
E
lec
tro
ics
ns
um
er
n		 &
Fo
try
Hu
t
ing
res
n		 C
lea
ing
n
Ca
i
l
Go
ds
ta
p
o		 In
du
ia
l
Co
b
les
tr
s
ns
um
a

Statista unimpressed on midterm Growth PlanFull Year ~ 132-135m Revenue – YTD 39k Clients – TAM ~ 50bn USD.

Tech companies Consulting firms Car manufacturers
Google
facebook
amazon
NETFLIX
Microsoft		 McKinson
$BCG = -$
& Company
BAIN & COMPANY (4)
accenture
рис		 TOYOTA
Mercades Benz
TERLA
Universities International organizations Soccer clubs
Stanford
HARVARD
Indversity
Yale University
EMNIK
SECONDISTICE		 CONDECD
DEUTICHE
CARLING
35% of Fortune 500 & 82% of DAX 30 Companies are already customers
    1. YTD Growth + 38% with strong dynamics in Q3
    1. Constantly broader global footprint with US being largest market (>35% of revenue)
    1. High stickiness of product: Net Promotor Score at 57

OoH Plus – a very resilient Media Business

15 years track-record to outperform the market i.e. in challenging times.

Source: 141 Statista, GDP Germany / Ifo Business Climate Index 2Ströer Group / Ströer Data

Agenda

Overview & Group Update

Financials Outlook

Profit and Loss Statement Q3 2022

€
m		 Q
3
2
0
2
1		 Q
3
2
0
2
2		 ▲
R
e
v
e
n
u
e
s		 4
1
4.
3		 4
3
6.
3		 5
%
+
O
i
h
t
r
g
a
n
c
g
r
o
w		 %
1
6.
5
+		 %
5.
3
+		 %
1
1.
2
t
p
s
-
E
B
I
T
D
A
(
d
j
d
)
t
a
s
e
u		 1
3
8.
7		 1
3
3.
6		 %
4
-
E
t
i
l
i
t
x
c
e
p
o
n
a
e
m
s		 2.
5
-		 2.
7
-		 %
7
-
E
B
I
T
D
A		 1
3
6.
1		 1
3
0.
9		 4
%
-
(
1
)
&
D
i
t
i
A
t
i
t
i
e
p
r
e
c
a
o
n
m
o
r
z
a
o
n		 7
5.
6
-		 7
3.
3
-		 3
%
+
E
B
I
T		 6
0.
5		 5
7.
6		 %
5
-
(
)
1
F
i
i
l
l
t
n
a
n
c
a
r
e
s
u		 7.
4
-		 5.
4
-		 %
2
7
+
E
B
T		 3.
1
5		 2.
2
5		 2
%
-
(
2
)
T
l
t
a
x
r
e
s
u		 1
2.
9
-		 1
3.
0
-		 1
%
-
N
t
I
e
n
c
o
m
e		 4
0.
2		 3
9.
1		 3
%
-
(
)
3
A
d
j
t
t
s
m
e
n
s
u		 1
6.
1		 7.
1		 %
5
6
-
N
t
I
(
d
j
t
d
)
e
n
c
o
m
e
a
u
s
e		 6.
2
5		 4
6.
3		 1
8
%
-

Note: New organic growth calculation with 12 months delayed recognition of acquisitions (applied from fiscal year 2022)

(1)Thereof attributable to IFRS 16 in D&A 47.8m€ (PY: 46.2m€) and in financial result 3.8m€ (PY: 4.5m€);(2)Tax rate according to IFRS is 25.0% (PY: 24.4%)

(3)Adjusted for exceptional items (+2.7m€) and additional other reconciling factors in D&A (PPA related amortization and impairment losses, +6.7m€), in financial result (-1.5m€) 16

and in income taxes (-0.8m€)

Free Cash Flow Perspective Q3 2022

€
m		 Q
3
2
0
2
1		 Q
3
2
0
2
2
(
)
E
B
I
T
D
A
d
j
t
d
a
u
s
e		 1
3
8.
7		 1
3
3.
6
E
i
l
i
t
t
x
c
e
p
o
n
a
e
m
s
-		 2.
5
-		 2.
7
-
E
B
I
T
D
A		 1
3
6.
1		 1
3
0.
9
I
t
t
n
e
r
e
s
-		 5.
8
-		 5.
1
-
T
a
x
-		 1
2.
6
-		 3
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1
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+
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6
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9
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3		 8
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7
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t
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(
b
f
M
&
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)
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6
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5
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F
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l
(
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f
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&
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)
r
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a
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(
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)
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c.
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k
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(
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B
k
l
t
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2.
2
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t
h
l
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t
a
n
e
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r
a
g
e
r
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c
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r
m
p
r
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m
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f
f
f
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effects

17

(1)Net debt and adj. EBITDA of last 12 month adjusted for IFRS 16; restated retrospectively due to the purchase price allocations that were finalized after 30 September 2021(2)Part of Cash Flow from financing activities; (3)Before M&A and incl. IFRS 16 lease liability repayments

Segment Perspective – OoH Media

€
2
0
2
1
2
0
2
2
2
0
2
1
▲
m		 2
0
2
2		 ▲
%
S
t
t
h
f
1
9
4.
2
2
0
2.
2
4.
1
4
4
4.
5
+
e
g
m
e
n
r
e
v
e
n
u
e,
e
r
e
o		 5
4
1.
1		 %
2
1.
7
+
C
l
i
O
O
H
2.
%
3
1
3.
8
1
3
2.
6
1
2
9.
3
5
a
s
s
c
-		 3
4
1
7.		 1
0.
6
%
+
D
i
i
t
l
O
O
H
2
3.
0
%
9
4.
2
4
7.
4
5
8.
4
+
g
a		 1
5
1.
2		 6
0.
5
%
+
O
O
H
S
i
2.
6
%
3
6.
1
4.
2
1
4.
5
5
+
e
r
c
e
s
v		 4
2.
8		 1
3
%
7.
+
E
B
I
T
D
A
(
d
j
t
d
)
9
4.
8
9
8.
7
4.
0
%
1
9
5.
0
+
a
u
s
e		 2
4
5.
9		 2
6.
1
%
+
E
B
I
T
D
A
i
(
d
j
d
)
4
8.
8
%
4
8.
8
%
0.
0
%
4
3.
9
%
t
t
m
a
r
g
n
a
s
e
p
s
u		 4
5.
4
%		 1.
6
%
t
+
p
s

Comment

  • OoH Media outperforming the market with ongoing growth in revenue and EBITDA adj. despite high prior year Q3 comps and increasingly challenging market environment with softening demand from national key accounts
  • Growth adjusted for tobacco advertising was 6.8% in Q3 and 25.0% YTD
  • Revenue growth in Q3 driven by Digital OoH; digital share up from 24% to 29%
  • EBITDA (adj.) in Q3 following revenue development and margin on PY level; YTD EBITDA adj. and margin with improvement

Segment Perspective – Digital & Dialog Media

Q
3		 9
M
€
m		 2
0
2
1		 2
0
2
2		 ▲ 2
0
2
1		 2
0
2
2		 ▲
S
h
f
t
t
e
g
m
e
n
r
e
v
e
n
u
e,
e
r
e
o		 1
7
0.
2		 1
7
6.
2		 3.
5
%
+		 5
0
5.
6		 5
2
7.
9		 4.
4
%
+
D
i
i
t
l
g
a		 1
0
0.
8		 8
9.
0		 1
1.
%
7
-		 2
8
7.
5		 2
9
7
5.		 4.
0
%
-
D
i
l
a
o
g		 6
9.
3		 8
7.
2		 2
5.
8
%
+		 2
1
8.
2		 2
5
2.
0		 1
5.
5
%
+
E
B
I
T
D
A
(
d
j
d
)
t
a
s
e
u		 4
3.
2		 3
6.
6		 1
%
5.
5
-		 1
2
6.
0		 1
1
4.
4		 9.
2
%
-
E
B
I
T
D
A
i
(
d
j
t
d
)
m
a
r
g
n
a
u
s
e		 2
5.
4
%		 2
0.
8
%		 4.
7
%
t
p
s
-		 2
4.
9
%		 2
1.
7
%		 3.
2
%
t
p
s
-

Comment

  • Revenue decrease in Digital (online advertising and content publishing) in Q3 and YTD due to less traffic on own platforms especially in news environment, changes in publisher portfolio and technical effect from disposal of international business activities; solid performance of special interest portals
  • Dialog (Call Center and D2D) with strong revenue growth driven by highly successful direct sales activities for telecommunication products, that offset demanding conditions for sales in the French energy sector (D2D)
  • Reduced revenues in Digital and challenges for D2D business in France are reflected in EBITDA adj. and margin decrease

Segment Perspective – DaaS & E-Commerce

Q
3		 9
M
€
m		 2
0
2
1		 2
0
2
2		 ▲ 2
0
2
1		 2
0
2
2		 ▲
S
f
t
t
h
e
g
m
e
n
r
e
v
e
n
u
e,
e
r
e
o		 6
3.
0		 7
3.
9		 %
1
7.
3
+		 1
7
4.
9		 2
1
6.
0		 %
2
3.
5
+
D
S
i
t
a
a
a
s
a
e
r
v
c
e		 2
5.
1		 3
3.
0		 3
1.
6
%
+		 7
2.
7		 1
0
0.
8		 3
8.
7
%
+
E-
C
o
m
m
e
r
c
e		 3
8.
0		 4
0.
9		 8
%
7.
+		 1
0
2.
3		 1
1
2
5.		 1
2.
%
7
+
E
B
I
T
D
A
(
d
j
t
d
)
a
u
s
e		 7.
6		 6.
5		 1
3.
9
%
-		 1
9.
0		 1
6.
6		 1
3.
0
%
-
E
B
I
T
D
A
i
(
d
j
d
)
t
m
a
r
g
n
a
s
e
u		 1
2.
0
%		 8.
8
%		 3.
2
%
t
p
s
-		 1
0.
9
%		 %
7.
7		 3.
2
%
t
p
s
-

Comment

  • Segment with sustainable superior growth
  • Statista almost reaching prior full year sales of more than 100m€ already after 9M
  • Asam with strong operating development and sector outperformance in weakening consumer environment
  • Solid EBITDA adj. despite continued expansion and cost inflation

Agenda

Overview & Group Update

Financials Outlook

2022 – Outlook

  • • For the fourth quarter and year-end trading the Group continuous to expect a robust business development and thus anticipates for the
  • • full fiscal year 2022 a sales and earnings development in line with capital market expectations (= low end of our guidance corridor)

Financial Calendar 2023

Disclaimer

This presentation contains "forward looking statements" regarding Ströer SE & Co. KGaA ("Ströer") or the Ströer Group, including opinions, estimates and projections regarding Ströer's or the Ströer Group's financial position, business strategy, plans and objectives of management and future operations.

Such forward looking statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of Ströer or the Ströer Group to be materially different from future results, performance or achievements expressed or implied by such forward looking statements.

These forward looking statements speak only as of the date of this presentation release and are based on numerous assumptions which may or may not prove to be correct. No representation or warranty, express or implied, is made by Ströer with respect to the fairness, completeness, correctness, reasonableness or accuracy of any information and opinions contained herein.

The information in this presentation is subject to change without notice, it may be incomplete or condensed, and it may not contain all material information concerning Ströer or the Ströer Group. Ströer undertakes no obligation to publicly update or revise any forward looking statements or other information stated herein, whether as a result of newinformation, future events or otherwise.

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