Nemetschek SE — Investor Presentation 2018

Nov 13, 2018

Agenda – Capital Markets Day, Tuesday 13 November, 2018

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10.00–12.45 Segments: Potential, Positioning & Strategy

Design: Architecture Viktor Várkonyi, Member of the Executive Board of Nemetschek SE; CEO of Graphisoft 10.00–11.00

Design: Structural Engineering

Sean Flaherty, CSO of Nemetschek SE

11.00–11.15 Break

11.45–12.15

2

3

4

1

Build Jon Elliott, CEO of Bluebeam 11.15–11.45

Manage Koen Matthijs, CEO of MCS Solutions

• Media & Entertainment Dave McGavran, CEO of Maxon 12.15–12.45
• 12.45 Wrap-Up and Q&A
• 13.15 Lunch and Get Together

Safe Harbor Statement

Each of the presentations today will contain forward -looking statements about our strategies, products, future results, performance or achievements, financial, operational and otherwise, including statements about our strategic priorities, guidance and our mid -term goal, our M&A strategy, and our capital allocation initiatives. These statements reflect management's current expectations, estimates and assumptions based on the information currently available to us. These forward -looking statements are not guarantees of future performance and involve significant risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from results, performance or achievements expressed or implied by the forward -looking statements contained in these presentations.

Nemetschek undertakes no obligation to publicly update or revise any forward looking statements. All forward looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward looking statements, which speak only as of their dates.

1

Charles Perkins Centre, Sydney, Australia

Architects: fjmt, fjmtstudio.com | Image: John Gollings | Realized with GRAPHISOFT

Capital Markets Day 2018

Business & Strategy Update

November 13th 2018 | Patrik Heider, Spokesman & CFOO of Nemetschek SE

The Blue Planet, Copenhagen, Denmark

Constractor: MT Højgaard, Søborg, Denmark | Image: Tom Roe | Realized with SOLIBRI

Our Achievements / Our DNA AEC Market Opportunities BIM Market Potential Way Ahead / Outlook

Our DNA

Charles Perkinns Centre, Sydney, Australia

Architects: fjmt, fjmtstudio.com | Image: John Gollings | Realized with GRAPHISOFT

Key Business Highlights

Strong Performance Customer Focus

Strong growth: 5 yrs1 revenue CAGR of ~20%

growth in market capitalization (5 yrs) ■ .

High cash generation: >80%

Global footprint: US 5 yrs1 revenue CAGR of >45%

4.0m Users around the world

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>95% Customer retention

Huge Market Potential

~50% Recurring revenues

High profitability: Sustainable 25 – 27% EBITDA margin while investing in growth

€ 8bn AEC Market opportunity2

€ 20bn Building management market opportunity3

€ 5bn Media market opportunity4

¹ 2013 – 2018(e)

Source: 2Cambashi BIM Design Observatory for 2021, 3 Research and Markets Global Forecast 2023 (2018) | 2 Source: Gartner Market Guide for IWMS (2018), 4 Data collected by Jon Peddie Research

Capital Markets Day 2018

Diversified Portfolio is Positioned to Provide Strong Growth

¹ 2013 – 2018(expected)

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Why We are Successful – A Unique Approach Similar to German Mittelstand

	Highly specialized small or midsized companies	Go to market with 16 strong, entrepreneurial brands (5– € 100m)
	Long-term focus	Every brand is a world leader in its discipline
_y_ Innovative V	Holding 5× as many patents per employee as large enterprises	Our brands are pioneers in Building Information Modeling
Customer focused	37% of all employees have regular customer contact (only 7% in large enterprises)	All brands are developing their solutions in close cooperation with customers
Internationally successful	Almost 50% of all small world market leaders are German	No 1 AEC software provider in Europe, one of the largest worldwide

NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design		$\mathbb{E}^4$ Build	- Manage	READ $\overline{\mathsf{M}}$ edia & Entertainment
GRAPHISOFT.	PRECAST SOFTWARE	NEVARIS	SOLUTIONS CREI	MAXON
$\Box$ dRofus	♦ DATA DESIGN SYSTEM	BLUEBEAM	MCS
ALLPLAN	SCIA	SOLIBRI
VECTORWORKS $\left(\mathsf{V}\right)$	INRISA	EXSOS/2
	FRILO Software

02 AEC Market Opportunities

_..

1 -

The world population will grow by ~2.5 billion in the next 30 years

In 1810, 2% of the population lived in cities, in 2010 it was ~50%

By 2050, most of the world will be living in megacities

We spend more than ~20 hours a day in buildings

Buildings consume ~40% of the world's energy, and that number is growing

~90% of urban growth will happen in developing countries

Challenges in Construction Industry

Source: Engineering-News Record 2017

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High Inefficiency in Construction Projects

150% 227% 243% 265% 325% 353% 525% 935% 1,357% 1,990% Olympic Stadium Montreal Opera House Sydney Scottish Parliament Edinburgh Telescope "Hubble" USA Subway line 4 Budapest Olympic Stadium 2014 Sochi Olympic Stadium 2012 London Skyscraper "The Shard" London World Cup Stadium 2014 Brazil Philharmonia Hamburg Total costs: \$ 3.1bn \$ 0.8bn \$ 1.0bn \$ 4.5bn \$ 2.0bn \$ 51.0bn \$ 16.4bn \$ 2.1bn \$ 3.6bn \$ 1.1bn Cost overruns in % (of original budget) l•I III E - E E

Huge Digitalization Potential for AEC

Source: Top500 study 2017, Accenture analysis

Sint-Maarten Hospital, Mechelen, Belgium Engineering Office: MBG | Realized with BLUEBEAM

What is BIM? There Are Different BIM Levels

Source: Based on "The BIM Maturity Model by Mark Bew and Mervyn Richards adapted to reflect BLM's relationship to Level 3"

Capital Markets Day 2018

Countries With Biggest BIM Influence

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Huge Market Potential: The AEC BIM Software Market Will Grow to € 8bn in 2021

Source: Cambashi BIM Design Observatory and internal research

04 Way Ahead / Outlook Montforthaus, Feldkirch, Austria / ··/ / ! /,

... //

Our Strategy to Exploit Market Potential: Organic Growth and Acquisitions

Clear Organic Strategy: Three Pillars to Sustain Double-Digit Organic Growth

1 Internationalization ² Next-generation

Key drivers & fields of investments

products & solutions 3 Operational excellence Taking advantage of market leaderships

| Strong US brands support US market entry for European brands and vice versa

Focus on markets with biggest potential

| USA followed by Europe and Asia

Architecture & structural engineering

Next-generation

products & solutions

| Targeting large customers by merging superior disciplinespecific products into total BIMworkflow solutions

Collaboration

• | Development of a groupwide Common Data Environment (CDE)
• | Huge market potential: Collaboration market size of >€1 bn with a midteens growth rate

Increase efficiency

| Implementation of a groupwide harmonized core application infrastructure to leverage process efficiency

Inorganic Growth Strategy: M&A Complements our Organic Portfolio

| Drive M&A search based on our strategic project needs | Concentrate on larger targets and market leaders | M&A remains crucial to our geographic expansion | But: We have the choice for make or buy

Nemetschek Group Acquisition Focus Areas

Mid-term goal 2020: Secure future double-digit growth while maintaining a high EBITDA margin

¹ The revenue outlook is based on planned exchange rate of 1.18 EUR/USD

NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Capital Markets Day 2018

Design Segment: Potential, Positioning & Strategy in Architecture

November 13th 2018 | Viktor Vàrkonyi, Member of the Executive Board of Nemetschek SE, CEO of Graphisoft

Customer Segments

Architectural Market Breakdown by Project Type

Architectural Market Breakdown by Firm Type

Construction of Buildings – from an Architects' Point of View

Architecture | Engineering | Construction

Leading role or primary involvement of architects

Changing Industry: Construction 2025 – Industrial Strategy Policy (UK)

Reduction in the initial cost of construction and the whole life cost of build assets

Lower costs Faster delivery

Reduction in the overall time, from inception to completion, for newbuild and refurbished assets

Reduction in green-

house gas emissions in the built environment

Source: www.official-documents.gov.uk | Industrial Strategy: Government and industry in partnership

Lower emissions Improvement in exports

Reduction in the trade gap between total exports and total imports for construction products and materials

Huge Potential in BIM Deployment – Still Being an Under-Utilized Technology …

BIM adoption over time

Thinking about the projects you were involved in over the last 12 months, did you ever

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Numerous Stakeholders: Huge Information Loss at the Hand-Over Points

Full Cycle BIM

Information is collected during each phase of the building life-cycle.

At the handoff points significant information is lost, which is huge loss of efficiency and additional cost.

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Core Competency & Positioning

NEMETSCHEK Provides all Expertise

Architectural Workflow

Scott Sports SA, Gibisiez, Swiss

General planner / Architect: Itten+Brechbühl AG, Bern

We Are Focusing on Innovation to Increase the Architectural Workflow

Source: https://www.thenbs.com/knowledge/what-is-the-project-information-model-pim

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1. Leadership in Innovation – Information Management and BIM

Project Information Model (PIM) Asset Information Model (AIM) 6 Handover & closeout 5 Build & commission 4 Design 3 Definition 2 Concept 1 Brief 7 Operation Common Data Environment Information Model Documentation Non-Graphical Data Graphical Model Handover

Source: https://www.thenbs.com/knowledge/what-is-the-project-information-model-pim

1. Leadership in Innovation – Information Management and BIM

Extension of the Oslo Airport

Planning

| Building program | Project requirements | Room data sheets

Design

| Up-to-date, continuous gap analysis on the fulfillment of requirements (29 BIM files)

Build

| Information database on the built-in assets

Technology will be deployed on all airports in Norway.

2. Leadership in Innovation – Revolution of the Design Collaboration Workflow using BIM

| Professions working in silos, on duplicated data | Huge cost & risk on data synchronization | Slow decisions

| Shared design model, BIM Level 3 readiness | Ownership on the element parameters, instead of elements | Real-time teamwork among professions

2. Leadership in Innovation – Revolution of the Design Collaboration workflow using BIM

3. Leadership in Innovation – Pay-off of smooth information flow between Design and Construction

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3. Leadership in Innovation – Pay-off of smooth information flow between Design and Construction

NEMETSCHEK GROUP

3. Leadership in Innovation – Pay-off of smooth information flow between Design and Construction

4. Design Case Study – OPEN BIM Workflow in Practice

Architect	György SKARDELLI
Starting of the design	2013
Inauguration	2019
Category	Premium EURO 2020

Investments and Innovation to Increase Market Share

OPEN BIM stays fundamental in our strategy

| Our strong brands are well set to compete in their respective market verticals

Recent acquisitions have fundamentally strengthened our competitiveness

| Strategic fit to our existing business in Building Design solutions | All bring dominant market share and unique offering

Exciting investments to link our solutions into a comprehensive customer offering

| Focus on specific market verticals (A, AE, GC) and customer needs | Vision to "create a new market" that the Nemetschek Group will own

13.11.18 Capital Markets Day 2018

NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Capital Markets Day 2018

Design Segment: Potential, Positioning & Strategy in Structural Engineering

November 13th 2018 | Sean Flaherty, CSO of Nemetschek SE

The Structural Engineering Workflow

Customers, Verticals & Market Size

Challenges & Opportunities

Core Competency & Positioning

Key Highlights

01 The Structural Engineering Workflow

I

The Structural Engineering Workflow in the AEC Life Cycle

Architecture | Engineering | Construction

Design		Build	Manage
Design & Analysis	Construction Documentation & Fabrication Modeling & Design	Mobilization & Construction Estimating &	Property Management Inspections &	Smart Building Integrated Workplace Management
	Development	Scheduling	Commissioning	Solutions (IWMS)

Structural Engineering in the AEC Workflow

Nemetschek Provides the Right Tools Connected in the Right Way: Structural Engineering Process

Structural Engineering

Market Size

Structural Engineering Market Breakdown by Customer Type

Structural Engineering Market Breakdown by Project Type

Structural AEC Software – Nemetschek's Addressable Market

Dedicated Structural CAD/CAE Software in AEC End User Expenditures

Source: Cambashi and internal research

Capital Markets Day 2018

Challenges & Opportunities

Engineering Projects: Running out of Time and Cost

Type of Project	Cost Overrun1 Average
Bridges	11%
Roads	27%
Railways	30%
Buildings	39%
Airports	56%
Waterways	68%
Tunnels	149%

Cost and time overruns occur in ~90% of the projects

¹ Source: Herite School of governance (2015), 170 infrastructure projects analyzed | ² Flyvbjerg et al. (2013): Underestimating Costs in Public Works Projects: Error or Lie?

Capital Markets Day 2018

Structural Engineering Workflow: Data Losses throughout the Process

Information Value Idealized Data Flow Data loss throughout workflow 100% Design & Analysis Modeling & Design Development Construction Documentation & Fabrication Design Build

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04 Core Competency & Positioning

Pontsteiger, Amsterdam, The Netherlands Engineering Office: Van Rossum | Realized with SCIA

Structural Engineering Workflow: Nemetschek Competency to Increase Efficiency

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NEMETSCHEK GROUP

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Our USPs Lead to Strong Market Position

… continuous dataflow from the design process through construction, without data loss

… a superior workflow to the physical-modelfocused and solution-portfoliofocused approaches offered by our competitors

… ultimate flexibility in an engineer's desired workflow; providing the right tools connected in the right way

… the world's leading solutions in detailing for all material types

Nemetschek structural engineering solutions provide …

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Structural Engineering Workflow: How It Works in Detail …

… And Thus Stops Data Loss

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Performance Highlight: Bridge Project

Prestressing made simple

Smooth data exchange

Save time with parametric object placement

Convenient operation

Planning stressing sequences in Allplan Bridge

waa.
Station
STATISTICS

Intelligent Database

Model creation without compromise

Changes made in realtime

From model to time planning

Technical support from bridge experts

Improvement of Solutions and Workflows to Increase Market Share

¹ Source: Cambashi

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NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Capital Markets Day 2018

Build Segment: Potential, Positioning & Strategy

November 13th 2018 | Jon Elliott, CEO of Bluebeam

01 Introduction 02 Our Customers, Our Industry 03 Current State,

Growth Opportunities

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Bluebeam's Purpose

We empower people to advance the way our world is built.

Our Vision

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Facts on Bluebeam

The Results

NEMETSCHEK GROUP

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12 hour document markup process reduced to

Wohlsen Construction

Enterprise wide efficiency

Revu was adopted as an Enterprise wide solution to streamline document management with automated processes. Improved user experience & reduced document set up time.

Reduction in project timeline and repeat business with owner

Barton Malow

Despite a compressed timeline, delivered project on-time and on budget by standardizing on Revu across contractor, designer, owner and trades for real-time reviews and universal document access and management. Daytona International Speedway 20%

Increased productivity by

60%

Hilson Moran

Enterprise wide efficiency

Leveraged Studio Prime to conduct real-time digital design review sessions across the UK and the Middle East.

Completed approvals process faster

Cannon Design + NEUF

Centre Hospitalier de Montreal

Created a repeatable process for managing 5,900+ pages using Revu's customizable tools and Studio for multiple consultants to collaborate concurrently.

02 Our Customers, Our Industry

, .

Our Core Customers

Architects/Engineers/Contractors Small Business to Enterprise Specialty Trade Contractors Private and Public Sectors

~7% of global working population >10M in US, >18M outside of US

How Construction Works

"On time and on budget" Multiple project partners Legal risks and responsibilities Collaboration is critical

Common results: 80% higher costs 20% longer schedules Low, single-digit profit margins

Productivity Challenges

Significant opportunity to find better ways to build

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Global Population Growth

Construction Industry in Digital Transformation

Spark Experimentation Convergence

Advancing the Industry

Advancing the Industry

Advancing the Industry

03 Current State, Growth Opportunities

Current Industry Challenges

Bluebeam Revu

Bluebeam Revu

Project efficiency and collaboration solution built for the AEC

Increased Revenue

Reduced Costs

Minimized Risks

Competitive Landscape

Collaborative Design Review, Technical Document Review

Field & Document Management

Project & Document Management

Paper Field & Mobile Workflows

Next Generation Innovations

Next Generation Innovations

Next Generation Innovations

Thank you

Building the future, together.

NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Capital Markets Day 2018

Manage Segment: Potential, Positioning & Strategy

November 13th 2018 | Koen Matthijs, CEO of MCS Solutions

AGENDA

The Manage & Operations Market

Market Size, Industry Trends & Growth Drivers

Core Competency & Positioning

01 The Manage & Operations Market

Scott Sports SA, Gibisiez, Swiss

St Martin Tower, Frankfurt am Main, Germany

General planner / Architect: Itten+Brechbühl AG, Bern

Administration: PPMG THA Immo Verwaltungs GmbH | Image: HG Esch Photography | Managed with CREM

Verticals in the Manage & Operations Market: Addressing Future Growth Markets

| Increase the real estate returns | Dealing with financial models

| PM is the administration of real estate | PM is the partner of the owner of the real estate

MCS + CREM

INTEGRATED software in which multiple facility services are automated

| Property management | Sustainability/energy

| Reactive & preventive cleaning/maintenance

| Equipment & space, move management

| Hospitality (reception & meeting management)

INTEGRATED measuring & response to continuously updated sensor data (IoT) to improve performance of

| Services (FM)

| Building (CFO)

| People (CEO)

BAS/BMS (Building Automation System / Building Management System)

| Control technology of properties/buildings using built in controls integrated and linked with each other.

Tripla Quarter, Helsinki, Finland

Contractor: YIT Construction | Realized with SOLIBRI

Huge and Dynamically Growing Manage & Operations Markets

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Key Disruptive Drivers Enabling Unprecedented Growth Opportunities

Technology drivers		Market drivers (revenue increase & cost reduction)
	IoT		Regulatory compliance		New workplace concepts
	BIM / 3D		Mobile workforce		War for talent
	Big Data, AI		Operational costs 25% of building lifecycle cost are incurred in Design/Construction, 75% in Manage		Volatile real estate needs
	Cloud		Personal butler		Employee productivity

Outstanding Positioning, Competence & Offering in the Manage Market

Real Estate Maintenance Workplace Meetings & Reservations Facility Mgmt. Smart Buildings Expert Advice NEMETSCHEK Manage Portfolio Manage Design Build Property Mgmt. Energy & Sustainability

Facts & Figures of MCS Solutions – Who We Are

Worldwide Approach: Global Network of Partners

MCS Solutions Offering: Three Strong Business Units

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MCS Software: Example Facility Management

Facility management

MCS Software: Example Meetings & Reservations

MEETINGS & RESERVATIONS Meetings & reservations

Advisory Services: Broad Range of Real Estate, Workplace & Facility Management Domains

Our domain experts in facility management, workplace & real estate

COBUNDU Platform: Combining IoT, Sensors and Big Data to Support Smart Buildings

COBUNDU Platform: What Is a Connected Building?

Other inputs
CAFM/IWMS
Performance benchmarks
3rd party data
BMS
CAD/BIM

COBUNDU Platform: Your Workplace Gets Smart

Monitor Space Comfort Feedback

Assist

Workplaces

Rooms

Parking

Transform

Cleaning

Complete Offering: Across all Manage/Operations Verticals

Key Differentiators: Make Buildings Work for People

Excellent Positioning in Dynamically Growing Manage Market

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NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Capital Markets Day 2018

Media & Entertainment Segment: Potential, Positioning & Strategy

November 13th 2018 | David McGavran, CEO of Maxon

Big Market Prepared for Future Growth

Cinema 4D: Best Practices

Best-In-Class: CINEMA 4D Release 20

NEMETSCHEK GROUP

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Core Competency & Positioning

| Industry's leading professional 3D graphics software | 3D modeling, texturing, lighting, animation and rendering | Best-in-class, scalable technology | Diverse and global customer base | Present in over 85 countries | Seasoned management team with a talented support staff | Bundles/partnerships with global industry leaders like Adobe

Our DNA

The Swiss Army Knife for Creatives

| Ease-of-use | Quality and Stability Integration Sustainability | Forward-looking Vision Extensible Architecture

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Design / Advertising

| 3D Design Elements

Use Cases | Product Visualization | Compositing Elements | Ad Collateral | Dynamic 3D Content

| TV Commercials

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Design / Advertising

USPs

| Enhanced Procedural Asset Building | CAD Format Support | Support of Scanned Materials

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Engineering / Automotive

Use Cases

| Product Design | Rapid Prototyping | Design Studies | Configurators

Use Cases | Product Design | Rapid Prototyping | Design Studies | Configurators

Engineering Automotive

Engineering / Automotive

Scientific and Medical Animation

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AEC

| Support for CAD Formats | Enhanced Global Illumination | Technical Line Drawings | Artistic Rendering Options | Object, Material and Light Presets | Virtual Walkthrough | Robust Integration for ArchiCad (Graphisoft), Vectorworks, Allplan

Rendering Integration in Graphisoft, Vectorworks and Allplan

Why Cinema 4D?

Why Cinema 4D?

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Market Size, Trends & Drivers

Huge Addressable Media & Entertainment Market

Source: Data collected by Jon Peddie Research

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Market Potential

What Will Drive the Growth?

Our AEC Market Opportunities

600,000 Architects using Visualization Products to Make High Quality Renderings1

¹ Data collected by Jon Peddie Research

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What Comes Next?

Where to Next?

Augmented and Virtual Reality will Drive the Need for More High Quality 3D Content

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Augmented and Virtual Reality

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Capture the Reality

• ¹ Take Photos and Create Real 3D Materials
• 2 Scan 3D Objects with the Phone
• ³ Shoot Reference Photos or Video and Create a 3D Scene out of it
• ³ Record Motion as a Path or Facial Captures

© Eric Smit

Mass Market Adoption of gLTF

Growth

© INSYDIUM Ltd, by Mario Tran Phuc

All Roads Lead to Success

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Agenda – Capital Markets Day 2018

4

09.30–10.00 Welcome address – Business & Strategy Update Represented by Patrik Heider, Spokesman and CFOO of Nemetschek SE

10.00–12.45 Segments: Potential, Positioning & Strategy

Design: Architecture Represented by Viktor Várkonyi, Member of the Executive Board of Nemetschek SE; CEO of Graphisoft

Design: Structural Engineering Represented by Sean Flaherty, CSO of Nemetschek SE

Break

Build Represented by Jon Elliott, CEO of Bluebeam

Manage

Represented by Koen Matthijs, CEO of MCS Solutions

Media & Entertainment Represented by Dave McGavran, CEO of Maxon

• 12.45 Wrap-Up and Q&A
• 13.15 Lunch and get together

NEMETSCHEK Covers the Complete AEC Value Chain

Architecture | Engineering | Construction

Design	Build	Manage	Media & Entertainment

Mid-term goal 2020: Secure future double-digit growth while maintaining a high EBITDA margin

¹ The revenue outlook is based on planned exchange rate of 1.18 EUR/USD

159 13.11.18

Our Winning Strategy

Now it's your turn. Q&A