Brenntag SE — AGM Information 2019

Jun 13, 2019

Speech by the Board of Management

▌ General Shareholders' Meeting, June 13, 2019

Agenda GENERAL SHAREHOLDERS' MEETING 2019

FINANCIAL YEAR 2018

Steven Holland, CEO

KEY FINANCIAL FIGURES

Georg Müller, CFO

AGILITY TO PERFORM

Steven Holland, CEO

Highlights of 2018 FINANCIAL YEAR 2018

*On a constant currency basis

EMEA (Europe, Middle East & Africa) segment: operating EBITDA FINANCIAL YEAR 2018

BUSINESS PERFORMANCE IN 2018

▪ Downturn in the macroeconomic environment in the course of 2018

▪ Growth foremost organic

in EUR m; growth rates on a constant currency basis

North America segment: operating EBITDA FINANCIAL YEAR 2018

BUSINESS PERFORMANCE IN 2018

• Generally sound macroeconomic environment
• Growth is almost entirely organic
• Effect of exchange rate movements

in EUR m; growth rates on a constant currency basis

Latin America segment: operating EBITDA FINANCIAL YEAR 2018

in EUR m; growth rates on a constant currency basis

BUSINESS PERFORMANCE IN 2018

• Volatile macroeconomic environment combined with a decline in industrial production
• Organic growth in operating EBITDA in a challenging environment
• Effect of exchange rate movements

Asia Pacific segment: operating EBITDA FINANCIAL YEAR 2018

BUSINESS PERFORMANCE IN 2018

• Weaker trends in macroeconomic indicators
• Growth in operating EBITDA
• Mixed picture across the individual countries

in EUR m; growth rates on a constant currency basis

Acquisition strategy implemented successfully FINANCIAL YEAR 2018

Acquisitions with a combined enterprise value of approx. EUR 265 m in 2018

Agenda GENERAL SHAREHOLDERS' MEETING 2019

Steven Holland, CEO

KEY FINANCIAL FIGURES

Georg Müller, CFO

AGILITY TO PERFORM

Steven Holland, CEO

Sustained growth combined with strong profitability KEY FINANCIAL FIGURES

in EUR m; CAGR: average annual growth rate

Brenntag AG - General Shareholders' Meeting 2019 June 13, 2019 10

KEY FINANCIAL FIGURES

Key financial figures for 2018 KEY FINANCIAL FIGURES

in EUR m; growth rates on a constant currency basis

Good growth in equity and strong equity ratio KEY FINANCIAL FIGURES

* Rounded figures, equity in EUR m

Strong and robust cash flow generation KEY FINANCIAL FIGURES

The Brenntag Group's strong financial profile KEY FINANCIAL FIGURES

in EUR m

Business performance in the first quarter of 2019 KEY FINANCIAL FIGURES

Initial application of the new IFRS 16 accounting standard in EUR m; growth rates on a constant currency basis

Agenda GENERAL SHAREHOLDERS' MEETING 2019

FINANCIAL YEAR 2018

Steven Holland, CEO

KEY FINANCIAL FIGURES

Georg Müller, CFO

AGILITY TO PERFORM

Steven Holland, CEO

AGILITY TO PERFORM

AGILITY TO PERFORM

Focus on developing the business AGILITY TO PERFORM

AGILITY TO PERFORM

Thank you very much to all Brenntag employees worldwide! BRENNTAG AG

GENERAL SHAREHOLDERS' MEETING 2019

Disclaimer

This presentation contains forward-looking statements. The words "assume", "believe", "estimate", "expect", "intend", "plan", "project", "may", "should" and similar expressions can be used to identify forward-looking statements. Forward-looking statements are statements that are not historical facts; instead they reflect our current views and expectations and the assumptions underlying them about future events.

These forward-looking statements are, by their nature, subject to many risks and uncertainties, including a lack of further improvement or a deterioration in global economic conditions, in particular a decline in consumer demand and investment activities, a downturn in major economies, a continuation of the tense situation in the credit and financial markets and other risks and uncertainties.

If any of these risks and uncertainties materialize or if the assumptions underlying any of our forward-looking statements prove to be incorrect, our actual results may be materially different from those expressed or implied by such forward-looking statements. We do not intend or assume any obligation to update these forward-looking statements. Any forward-looking statement speaks only as of the date on which it is made.