First Sensor AG

Earnings Release • Nov 12, 2018

WE LEAD THE FUTURE

Q3 INTERIM REPORT 2018 NOVEMBER 12, 2018

Q3 INTERIM REPORT 2018 Q3 2018: Solid sales growth

Total sales in € million Comments Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 34.6 39.3 39.3 34.5 39.9 40.8 34.3

Further strengthening First Sensor's core business optical, pressure and flow sensors technology; sales share 80%

Growing demand for standard products of our H series

Q3 INTERIM REPORT 2018 Sales after nine months up 6.4% on the previous year's figure

Q3 INTERIM REPORT 2018 Strong demand in Industrial and Medical target markets

Q3 INTERIM REPORT 2018 Internationalization is moving forward

Sales share in %

Comments

10.1 %

DACH region

North America

Europe

Asia Others North America and Asia: 11.9% sales share

Growth based on expanded business with our key customers and new project wins

11.8 % Europe's and DACH region's sales shares changed slightly as a result of growth in Asia and North America

Q3 INTERIM REPORT 2018 Continuous improvements lead to 11.3% EBIT margin

Gross profit EUR 23.3 million, an improvement of EUR + 1.7 million

Personnel expenses EUR 12.3 million, EUR + 1.0 million due to new hires and salary increases

Other operating expenses at a stable level of EUR 4.0

Q3 INTERIM REPORT 2018

Strategy toward economies of scale shows first results

Comments

EBIT margin after nine months at 7.5%

Production sites improved their profitability by optimizing value chains and yield

11.8 % Success in the strategy to focus on economies of scale, forward integrated customer-specific solutions and a differentiated standard product portfolio

Q3 INTERIM REPORT 2018 Free cash flow: Improved earnings but higher working capital

Q3 INTERIM REPORT 2018

Assets reflect increase in inventories and trade accounts receivables

Q3 INTERIM REPORT 2018

New employees in production and development

Q3 INTERIM REPORT 2018 Order intake Q3 at EUR 39.5 million, backlog at EUR 100.6 million

Order backlog remains at a high level of EUR 100.6 million

One third is scheduled for 2018, two thirds already show good visibility for 2019

Rolling book-to-bill: 1.07

Q3 INTERIM REPORT 2018 Management confirms guidance 2018

Q3 INTERIM REPORT 2018 Opportunities and risks for our business

• − Sensor technology remains important key technology in the medium to long term with respect to industry automation, advances in medical technology and the transition to a new era of mobility
• − Our analog chip know-how and microelectronic packaging expertise puts us in an excellent position to meet the higher demand for sensors and sensor solutions
• − Expansion of production capacity further reduces delivery times and increases monthly output

• − Economies of scale: High monthly and quarterly sales have a positive effect on the margin

• − The leading economic institutes and experts lowered their economic forecast for 2018 and 2019

• − New emissions standard could further hit sales figures for passenger cars
• − Trade conflicts could have a negative influence on business performance
• − Higher demand for sensors could lead to shortages of some electronic components due to increased lead times on supplier side
• − Increases in wages and salaries due to full employment and economic climate

Q&A SESSION

WE LEAD THE FUTURE

Q3 Interim Report 2018

November 12, 2018

This presentation contains forward-looking statements. This presentation does not represent any solicitation to purchase shares of First Sensor AG. Rather it is intended exclusively for information purposes with regard to possible future developments at the company. All future-oriented information in this presentation was produced on the basis of probability-based planning and represents statements regarding the future which cannot be guaranteed. Rounding differences may occur.

First Sensor AG, Investor Relations T +49 30 63 99 23 760 E ir@first-sensor.com