Nemetschek SE

Earnings Release • Jun 1, 2021

Queen's Architects: Cottee

Parker Architects

| Picture: Destination Brisbane Consortium

| Realized with

Bluebeam, dRofus, Graphisoft

& Bluebeam

Wharf, Brisbane, Australia

Company Presentation

June 2021 | Dr. Axel Kaufmann, Spokesman & CFOO

01 Market Potential AEC/O

Watergate Terneuzen, Terneuzen, The Nederlands

Image: van der Kloet Foto en Videoproducties | Realized

with

Allplan & SCIA

Big Challenges for the Construction Industry

General challenges

Need for Affordable Housing

Urbanization is making housing scarce and expensive, especially in metropolitan areas.

Time & Cost Pressure in Projects

The complexity of construction projects is constantly growing - with effects on costs, construction time and/or quality.

Sustainability

Climate protection requirements are putting pressure on the industry to build more sustainably.

Challenges for the stakeholders

Seamless Collaboration

Collaboration between different disciplines must be further improved in order to reduce information losses caused by silos.

Framework Conditions

Open data standards as the basis for fair competition and seamless collaboration.

Investments in Digitalization

Despite the well-known benefits of digitization, many companies are (still) hesitant to invest in the future.

3 Company Presentation APRIL 2021

Construction Industry is Lagging behind in Terms of Digitalization

Source: Engineering-News Record 2017.

Company Presentation

Sustainability: Gaining a Greater Importance for our Customers

Sources: Global Status Report 2019, UN Environment and the International Energy Agency. Engineering-News Record 2018/2019

Company Presentation

Intact Long-term Trend: AEC/O BIM Software Market Offers huge Potential

Construction is the least digitalized industry in Europe Addressable market expected to grow by ~10% p.a.

6 Company Presentation APRIL 2021

Nemetschek Group Drives Digitalization in the Construction Industry…

… for an efficient building lifecycle … local and global

• Pioneer for open standards
• Software solutions for the entire lifecycle of buildings, from planning and construction to facility management
• Close cooperation with science and universities
• 25% of revenue flow into research & development
• Named one of the 50 Sustainability & Climate Leaders by the U.N.

• BIM solutions made in Germany, competition essentially abroad
• One of the top 3 software providers in Germany
• More than 3,000 employees worldwide, 25% of them in Germany
• Nearly €600 million in revenue, 24% of which are generated in Germany (2020)
• 15 brands with solutions for a wide range of customers at 80 locations worldwide

… with 60 years of commitment!

▪ Prof. Georg Nemetschek is founder, majority shareholder and spiritus rector of the Nemetschek Group

• Awarded with Konrad Zuse Medal for commitment to the construction industry and promotion of young talent as well as the Federal Cross of Merit for his lifetime achievements
• Nemetschek Innovation Foundation and Georg Nemetschek Foundation promote competence and excellence in the building industry (most recently: TU Munich Endowed Chair)

Nemetschek Group's Leading-Edge Software Solutions

Digitalization of the Building Lifecycle

Planning & Design

Seamless collaboration among all project stakeholders minimizes risks and improves the overall project quality.

Build & Construct

Precast parts, geodata and digital tools to connect office and field workers increase efficiency during construction.

Operate & Manage

80% of a building's costs are generated during its operational phase.

Our International Positioning: Global Player with Focus on Europe / USA / Asia

03 Financial Performance / Investment Story

Copper factory, Tulufan, China

Visualization: Slashcube, Thomas Vournazos

| Visualized with Maxon

Key Business Highlights Q1-21: Strong Start to the Year

Solid Financial Performance

12 APRIL 2021 Earnings Call Q1-21

Strong Growth in Recurring Revenues: Subscription is Key Driver

Revenue share by Type in % (previous year)

13 APRIL 2021 Earnings Call Q1-21

Segment Overview: Strong Recovery in Design

• Graphisoft with largest contribution to revenue and margin increase
• Organic growth licenses: +13%
• Strong FX headwind from USD
• Org. growth recurring revenues: +16%
• Q1: Expected slow start to the year due to ongoing cautious investments of facility managers
• EBITDA margin: ongoing investments in future growth
• Q1-21: Strong growth purely organic
• Q1-20: Margin negatively impacted by Maxon's move to subscription and integration of Redshift and Red Giant

Overall a Compelling Position

Nemetschek SE

Attractive end	Unique market	Attractive business	Strong financial	Value accretive
markets	position	model	position	M&A
Huge growth potential Structural long-term growth drivers (low degree of digitalization) Growth supported by regulation	Best in class products Product offering along the complete AEC/O value chain Leader in Open BIM Close proximity to customers within our 4 divisions	Highly profitable Strong Cash conversion (~ 90%) High share of recurring revenues (approx. 60%)	Very healthy balance sheet Equity ratio: 47% EUR 200m credit line secured Long-term anchor shareholder	Strong track record of bolt-on acquisitions Disciplined approach Substantial financial fire power Focus on long-term value generation

Operating mode via four strong divisions with leading global brands

15 APRIL 2021 Company Presentation

Recurring Revenues are a Priority with a CAGR of ~15% ('20-'23), Leading to >75% of Revenues ('23)

Subscription/SaaS Revenue (in EURm)

Recurring Revenue (in EURm) Revenue Split 2020-2023 (in EURm)

Ambition 2023

• Share of Recurring Revenues: ~ 75%
• t/o Share of Subscription/SaaS ~ 45%

• 2021/22: High-single-digit revenue growth
• 2023: Strong re-acceleration of growth to mid-teens

Illustrative Future Path

Company Presentation

Outlook 2021: Confirmed after the First Quarter

Ambition 2023

▪ Mid-teens growth starting in 2023 and following the successful Subscription/SaaS transition

▪ Share of Recurring Revenues: ~ 75% (t/o Share of Subscription/SaaS ~ 45%)

Earnings Call Q1-21

Contact

NEMETSCHEK SE Investor Relations

Konrad-Zuse-Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

Disclaimer

This presentation contains forward-looking statements based on the beliefs of Nemetschek SE management. Such statements reflect current views of Nemetschek SE with respect to future events and results and are subject to risks and uncertainties. Actual results may vary materially from those projected here, due to factors including changes in general economic and business conditions, changes in currency exchange, the introduction of competing products, lack of market acceptance of new products, services or technologies and changes in business strategy. Nemetschek SE does not intend or assume any obligation to update these forward-looking statements.

Ülemiste train station, Tallin, Estonia

Architects: 3+1 Architects | Image: 3+1 Architects | Realized with Vectorworks