First Sensor AG — Investor Presentation 2017

Nov 9, 2017

WE EMPOWER THE FUTURE

Q3 INTERIM REPORT 2017 NOVEMBER 9, 2017

Q3 INTERIM REPORT 2017

Q3 INTERIM REPORT 2017 Q3 sales with € 39.3 million back on track; + 1.3 % over previous year

INDUSTRIAL MEDICAL MOBILITY

Q3 INTERIM REPORT 2017 Share of sales in North America and Asia further climbing

Sales in € million, sales share in %

Q3 INTERIM REPORT 2017 Order intake still on high level at € 42.0 million

Q3 INTERIM REPORT 2017 Sales per employee rises to 50.1 TEUR in Q3 2017

Sept. 30, 2016 Sept. 30, 2017

www.first-sensor.com | 6

Q3 INTERIM REPORT 2017 Q3 earnings: Projects 'Operative Excellence' delivering first results

Strategy for Profitable Growth, presented on August 10, 2017

Target Markets 1		Key Products & Customers 2		Forward Integration 3		Internationalisierung Internationalization 4
Industrial		Key Products > 1 M€ p.a.		Sensor System		Germany
Medical		Key		Sensor Component		Europe North Amerika
Mobility		Customers > 1 M € p.a.		Chip		Asia
Operative Excellence

Operative Excellence focuses on three pillars Q3 INTERIM REPORT 2017

Q3 INTERIM REPORT 2017 EBIT of € 4.1 million in Q3, margin climbs to 10.4 percent

gains

Q3 INTERIM REPORT 2017 Net profit burdend by one-off currency loss

				Comments
				EBITDA margin of 16.0%
				EBITA margin of 11.9%
				Financial result:
				extraordinary effect
				arising from the
				remeasurement of
				currency hedges
				Net income effected by
				tax payments

Q3 INTERIM REPORT 2017 Balance sheet total rises by 2.8 percent from € 154.0 to € 158.3 million

Q3 INTERIM REPORT 2017 Operating Cashflow burdened by increase in Working Capital and taxes

Q3 INTERIM REPORT 2017 Management confirms guidance 2017 at upper end of range

GROWTH DRIVER LIDAR

OUR STRATEGY FOR PROFITABLE GROWTH We generate and utilize economies of scale in 4 dimensions

OUR STRATEGY FOR PROFITABLE GROWTH Growth driver Lidar is relevant for all pillars of our strategy

GROWTH DRIVER LIDAR

Main reason for accidents are preventable human mistakes

GROWTH DRIVER LIDAR Sensors in the car provide more safety

GROWTH DRIVER LIDAR LIDAR plays a key role for many applications

GROWTH DRIVER LIDAR

Reason: Highest resolution even for large distances

		Radar			Cameras
Criteria	LIDAR (pulsed ToF)	Short distance	Long distance	Ultra-sonic	Mono	Stereo	PMD
Max range (m)	150 -250	55 - 100	150 - 200	2 - 4	40 - 60 (120 coarse)	60	7 - 10
Min range (m)	1	0,25 - 1	1	0.25	0.3	0.3	0.3 – 0.8
Precision (m)	0.1 (newer: 0.04)	0.25 – 0.75	0.3 – 3.75	Very good	3	0.2 – 0.3	good
Velocity measurement	Indirectly via distance t1-t0	directly via Doppler effect		hardly	hardly	Indirect via dist.	Indirect via dist.
Horizontal field of view	30° - 180°	55° Scan: 120°	16°, Scan: 60°	60°	45° - 190°	45°	40 - 69°
Horizontal resolution	0.01° - 1°	10.5°	3.5°	bad	< 0.1° - 0.3°	< 0.1°	0.2°
Vertical field of view	3° - 16°	3° - 13°	3° - 13°	30°	45°	45°	40 - 56°
Vertical resolution	0.8° - 1°	4.5°	4.5°	bad	< 0.1°	< 0.1°	0.2°

GROWTH DRIVER LIDAR Different technologies are used in LIDAR systems

Source: Velodyne

GROWTH DRIVER LIDAR Different technologies – different suppliers in the market

GROWTH DRIVER LIDAR Consequently we will participate in the market growth

GROWTH DRIVER LIDAR … in particular with our LiDAR products

Source: Goldman Sachs Global Investment Research

GROWTH DRIVER LIDAR

First Sensor contributes more than 10 years of experience

GROWTH DRIVER LIDAR LiDAR has also applications in industry and logistics,…

GROWTH DRIVER LIDAR …applications in mapping and construction…

GROWTH DRIVER LIDAR …and in traffic control & security

Q&A SESSION

Financial Calendar Q3 INTERIM REPORT 2017

When?	What?
November 16, 2017	Warburg Meet-the-Future Conference, Berlin
November 27-28, 2017	German Equity Forum, Frankfurt am Main
March 22, 2018	Annual Report 2017 and Financial Statement Press Conference 2018

THANK YOU

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 arise.

First Sensor AG Corinna Krause T +49 30 63 99 23 571 E corinna.krause@first-sensor.com