GRAMMER AG — Investor Presentation 2017

May 15, 2017

Präsentation 1. Quartal 2017

Amberg, 15. Mai 2017

Automobilmarkt wächst weiter. Nutzfahrzeugmarkt geprägt von Unsicherheiten

Automobilmarkt – Neuzulassungen

• Weltweiter Automobilmarkt mit positivem Schwung im erstenQuartal
• Neuzulassungen in Deutschland +7%
• Hohes Wachstum in China (+6%)
• Signifikantes Wachstum in Westeuropa (+7%)

Nutzfahrzeuge (> 6T) – Neuzulassungen

• Rückgang in den USA (-15%)
• Brasilien mit einem erneuten dramatischen Rückgang (-27%) (medium trucks -31%, heavy trucks -25%)
• China mit starker Erholung (+73%)
• Westeuropa (+6%, Deutschland +5%)
• Landmaschinenmärkt mit anhaltender Schwäche

Starker Anstieg beim Konzernumsatz und operativem EBIT

Ergebnis nach Steuern und Ergebnis je Aktie nahezu verdoppelt

Erhöhung des Eigenkapital aufgrund der Kapitalerhöhung

Eigenkapital und Eigenkapitalquote[in Mio. EUR und %]

Nettofinanzverbindlichkeiten und Gearing[in Mio. EUR und %]

Investitionen fokussiert auf Expansion und Optimierungsmaßnahmen

Steigende Mitarbeiterzahl aufgrund erweiterter Geschäftstätigkeit

AUTOMOTIVE – ENTWICKLUNG Q1 2017

Starkes Wachstumg gegenü. Vorjahr. Operative Performance on track

COMMERCIAL VEHICLES – ENTWICKLUNG Q1 2017

Vielversprechender Start im ersten Quartal 2017

GRAMMER KONZERN – MARKTAUSBLICK 2017

Pkw Markt mit Wachstum. Lkw Markt mit Unsicherheiten

P k P d k i 2 0 1 t r o o n w u –
[ i % V j. ] n m z u	I t s 2 0 1 6	P r o g n o s e 2 0 1 7
E u r o p a	3 % +	2 % +	E u r o p a
S U A	2 % +	1 % -	S U A
B i l i r a s e n	1 1 % -	8 % +	B i l i r a s e n
C h i n a	1 4 % +	2 % +	C h i n a
W l t e	5 % +	2 % +	W l t e
Qu elle : IH S, Ap ril 2 01 7			Qu S, elle : IH Ap ril 2 01 7

[ ] L k 6 i % V j. t, w n z u m >	A l t c u a 2 0 1 6	P r o g n o s e 2 0 1 7
E u r o p a	% 5 +	3 % +
U S A	1 9 % -	5 % +
B i l i r a s e n	2 0 % -	1 % +
C h i n a	2 8 % +	4 % +
W l t e	5 % +	3 % +

Lkw Produktion – 2016 & 2017

xxx^^Landmaschinen-Marktprognose 2017 unserer Kunden

x x x	E u r o p a	N d i k o r a m e r a	S ü d i k a m e r a
J h D * o n e e r e	0 % % t 5 o -	% 1 0 % 5 t o - -	1 % 2 0 % 5 t + o +
G C O G A ** r o p u	0 % 5 % t o -	5 % 1 0 % t o - -	1 5 % +
Qu elle *) Jo hn De Q 7 ( 1 2 01 17 .02 n: ere	17) ** ) AG C O ( 17) .20 28 .04 .20

GRAMMER Konzern – Ausblick 2017:

• Für den GRAMMER Konzern wird ein moderates Umsatzwachstum auf über 5% erwartet
• Wie bereits kommuniziert, erwartet GRAMMER eine operative EBIT-Marge von rund 5% in 2017

Mögliche Einflüsse aufgrund der aktuellen Entwicklungen in der Aktionärsstruktur sowie aus den potentiellen Veränderungen in den Kontroll- und Managementgremien der GRAMMER AG können zum jetzigen Zeitpunkt allerdings noch nicht abschließend bewertet werden und finden daher noch keine Berücksichtigung imaktuellen Ausblick fur das Geschäftsjahr 2017

Backup Informationen

GRAMMER KONZERNKENNZAHLEN Q1 2017

S [ I F R i M i E U R ] n o. ,	Q 1 2 0 1 7	ä Q 1 2 0 1 6 V d e r n e r u n g e
K t o n z e r n u m s a z	4 5 8 0 ,	4 2 5 9 ,	7 5 % + ,
E B I T D A E B I T D A M a r g e -	3 4 5 , % 7 5 ,	2 6 2 , 6 2 % ,	3 1, 7 % + 1, 3 % P + -
E B I T E B I T- M a r g e	2 2 5 , 4 9 % ,	1 4 8 , 3 5 % ,	5 2 % + P 1, 4 % + -
O i E B I T t p e r a v e s O i E B I T- M t p e r a e a r g e v	2 3 1 , 0 % 5 ,	1 7 3 , 4 1 % ,	3 3 5 % + , 0 9 % P + - ,
E b i h S t r g e n s n a c e u e r n E b i j A k i i € t r g e n s e e n	1 4 0 , 1, 2 4	4 7 , 0 6 6	8 9 2 % + , 8 7 9 % + ,
B i l a n s m m e z u E i k i l t g e n a p a E i k i l t t g e n a p a q u o e	1. 1 5 7 0 , 3 1, 0 5 3 0 %	1. 0 6 4 3 , 2 3 5 7 , 2 4 %	8 7 % + , 3 6 4 % + , 6 % P + -
N f i b i d l i h k i t t t e o n a n e r n c e e n z v G i e a r n g	9 4 8 , 2 7 %	1 4 6 5 , 6 0 %	3 8 % 7 - , P 3 3 % - -
( ) I i i h M & A t t n e s o e n e n o n e v A b h i b s c r e n g e n u	1 1, 0 1 2 0 ,	9 0 , 1 1, 5	2 2 2 % + , 4 3 % + ,
M i b i ( M d ) t t t a r e e r o n a s e n e	1 2 2 8 7	1 2 0 2 9	2 1 % + ,

Copyright 2017 GRAMMER AG - Präsentation Q1 2017

GRAMMER KONZERN – KENNZAHLEN

5-Jahresübersicht

[ I F R S i M i € ] n o. ,	2 0 1 6	2 0 1 5	2 0 1 4	2 0 1 3	2 0 1 2
K t o n z e r n u m s a z	1. 6 9 5 5 ,	1. 4 2 5 7 ,	1. 3 6 5 9 ,	1. 2 6 5 7 ,	1. 1, 1 1 3 3 3 3 0 0 ,
E B I T D A	1 2 0 2 ,	8 3 2 ,	9 3 7 ,	9 2 3 ,	7 7 8 8 1 1 ,
E B I T D A M a r g e -	1 % 7 ,	8 % 5 ,	6 9 % ,	3 % 7 ,	6 6 9 9 % % ,
E B I T	7 3 0 ,	4 2 7 ,	0 5 7 ,	8 0 5 ,	4 4 9 9 0 0 ,
E B I T- M a r g e	4 3 % ,	3 0 % ,	4 2 % ,	4 6 % ,	4 4 3 3 % % ,
G i h S t e w n n n a c e u e r n	4 5 2 ,	2 3 8 ,	3 3 6 ,	2 9 6 ,	2 2 6 6 8 8 ,
E b i j A k i i € t r g e n s e e n	4 0 1 ,	2 1 0 ,	3 0 9 ,	2 6 7 ,	2 2 3 3 8 8 ,
/ D i i d d A k i i € t e n e e n v	1, 3 0 ) V chla ors g	0 7 5 ,	0 7 5 ,	0 6 5 ,	0 0 5 5 0 0 ,
B i l a n z s u m m e	1. 0 0 6 5 ,	9 9 2 1 ,	8 3 6 5 ,	7 6 6 0 ,	6 6 6 6 8 8 8 8 ,
E i k i l t g e n a p a	2 1, 2 7	2 3 4 5 ,	2 3 1, 8	2 2 4 7 ,	2 2 1 1 0 0 3 3 ,
E i k i l- Q t t g e n a p a u o e	2 6 %	2 6 %	2 8 %	2 9 %	3 1 %
N f i b i d l i h k i t t t e o n a n e r n c e e n z v	1 3 9 1 ,	1 5 5 5 ,	8 6 7 ,	9 3 2 ,	6 6 7 7 5 5 ,
V h l d d e r s c u u n g s g r a	5 1 %	6 1 %	3 7 %	4 1 %	3 6 %
I i i ( h M & A ) t t n e s o n e n o n e v	6 2 5 ,	4 7 9 ,	5 1, 5	4 6 8 ,	3 3 9 9 0 0 ,
A b h i b s c r e n g e n u	4 2 7 ,	4 0 5 ,	3 6 7 ,	3 4 3 ,	2 2 9 9 1 1 ,
M i b i ( ) 3 1. 1 2 t t a r e e r )	1 2 2 0 5	1 1. 3 9 7	1 0 0 0 7	1 0 0 8 2	8 8 6 6 2 2 0 0 ,

Copyright 2017 GRAMMER AG - Präsentation Q1 2017

F i k l d 2 0 1 7 n a n a e n e r z		I R l i K k t t t t n e s o r e a o n s o n a v
H l t a p e r s a m m n g u v u :	2 4 M i 2 0 1 7 a	R l f H a o p p e , V P Inv Re la io C ic io t t t e s o r ns o m m n a ns u , ,
Q / Z i h b i h 2 2 0 1 t 7 s c e n e r c w :	9 A 2 0 1 t 7 g s u u	M ke ing & S ic Pr du P la ing t t t t a r ra e g o c nn
Q Q / l i i l 3 2 0 1 t t t 7 a r a s m e n g u u :	1 3 N b 2 0 1 7 o e m e r v	T l f ( ) 4 9 0 9 6 2 1 6 6 2 2 0 0 e e o n : + F ( ) 4 9 0 9 6 2 1 6 6 3 2 2 0 0 a x : + @ E i l i l i t t m a n e s o r- r e a o n s g r a m m e r. c o m : v I / i l i t t t t n e r n e : w w w g r a m m e r. c o m n v e s o r- r e a o n s

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