Nemetschek SE

Investor Presentation • May 29, 2020

Nemetschek Group

Company Presentation

June 2020 | Dr. Axel Kaufmann, Spokesman & CFOO

Irina Viner-Usmanova Rhythmic Gymnastics Center, Moscow, Russia

Architects: Creative Production Union PRIDE | Realized with Graphisoft

Nemetschek's Key Figures: 5 Years - 5 Achievements

¹ TSR: Total shareholder return: Share price performance + dividend | 2014–2019 | 2 Peer group: International software companies

NEMETSCHEK GROUP Provides Expertise Along the Complete AEC Value Chain

Nemetschek Is Well Positioned!

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 value chain Leader in Open BM Close proximity to customers within our 4 divisions	Highly profitable Strong Cash conversion (> 80%) High share of recurring revenues (approx.60%) High returns (ROCE>20%)	Very healthy balance sheet Net cash position Equity ratio: 43% No major refinancing needs Long-term anchor shareholder	Strong track record of bolt-on acquisitions (e.g. Bluebeam) Disciplined approach Substantial financial fire power Focus on long-term value generation

Operating mode via four strong divisions with leading global brands

Sustainability: Gaining a Greater Importance for Our Customers

The FOOTPRINT of the Building Industry

Buildings and construction account for

| 36% of global final energy use and | 39% of energy-related CO2 emissions

During the construction phase

| 10% of materials are wasted | 30% of construction is rework

In 90% of all projects, time or cost overruns occur.

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

Wardian London, London, Great Britain

Contractor: Ballymore; Image: Jason Hakwes | Realized with Bluebeam

Challenges in the Construction Industry

Source: Engineering-News Record 2017

Mostly due to Ineffective Communication, Planning and Collaboration

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"

Our markets: AEC BIM Software Market offers huge potential

BIM Maturity Map

Source: Cambashi BIM Design Observatory 2020, internal research

03 Financial Results Q1 -2020

Key Business Highlights Q1-2020: Solid Start of the Year

Strong Financial Performance M&A Transactions, Divestitures

01/2020: Red Giant by Maxon 01/2020: Integration of Red Giant and Redshift progressing as planned

Planning & Design Division:

04/2020: ADAPT by RISA. Strengthens structural engineering competence in the US

Top Key Figures Q1-2020: Solid Growth with High Profitability

Globally Positioned: Continued Growth in all Regions

Q1-2020: Over-proportional growth in the United States

Strong Growth in Recurring Revenues: Subscription Is Key Driver

Revenue distribution Q1-2020

Segment Overview: Build Remains strong, C-19 impact not yet visible

Our Business Model in Light of a Crisis Scenario

Covid-19 Impact: Status Quo after Q1-2020

First negative effects in Q1:

• Deceleration in pockets of growth in Asia and Europe
• Customer demand muted in Design division in March

First measures quickly implemented:

• Sales & support activities adapted to new environment
• Cost saving measures initiated

Our working assumptions

• Significant deceleration in global GDP in Q2 followed by gradual recovery in Q3 and Q4
• Timing of Covid-19 impact on our business:

By division:

Design M&E Manage Build

By geography:

APAC Europe Americas

• Strong decline in new licences
• Solid growth in recurring revenues

Status quo after Q1-2020 Our response to the challenges

• Our first priority is the safety of our employees and customers
• We ensure business continuity and support our customers and the society in this difficult situation.

We will continue to...:

• monitor the situation closely and steer the business on sight
• be flexible and quick to react to new developments (e.g. Spacewell workplace solutions)
• stay opportunistic

Outlook 2020: Confirmed after the First Quarter

		Unique DNA & Dynamic Markets		Investment Highlights		Key Figures mEUR		Q1 2020 Q1 2019		%YoY %YoYcc* FY 2019
		Founded 1963 by Prof. Georg Nemetschek			Focus on AEC, leading in Open BIM Positioning Focus on customer needs Stable margins, healthy balance sheet Financials Strong cash generation Growth factors Focus on internationalization Driving innovations: Open BIM, digital workflows, collaboration Organic, acquisitions		Revenues	146.6		129.9 +12.8% +11.4%		556.9
			Leading global Open BIM software provider in AEC 4 customer-oriented divisions with 16 strong brands ~6.0 million users around the world Highest quality, user-friendly, innovative Growth drivers: Digitalization in AEC far behind other industries, BIM regulations worldwide, switch from 2D to integrated digital 3D workflow solutions				EBITDA	41.8		36.7 +14.0%	+9.6%	165.7
							EBITDA margin	28.5%	28.2%	-	-	29.7%
							EBIT	29.2	26.8	+8.9%	-	150.5
							EBIT margin	19.9%	20.7%	-	-	27.0%
							Net income	21.4	19.6	+9.3%	-	127.2
							EPS	0.19	0.17	+9.3%	-	1.10
		Business Overview – Covering complete value chain in AEC + Media					Operating cash flow	43.1		34.5 +24.8%	-	160.4
	rchitecture  A	ngineering  E	C onstruction (		AEC )		Free cash flow	-38.6		-44.3 +12.9%	-	76.6
Divisions		DESIGN			MANAGE	MEDIA & ENTERTAINMENT	Free cash flow**	40.5		29.0 +39.7%	-	174.5
			BUILD				Equity ratio in %	43.3%	35.4%	-	-	40.7%
Brands							Net debt/ liquidity	-21.8	-55.7	-	-	21.0
							Headcount	2,935		2,648 +10.8%	-	2,875
							constant currency *without M&A investments
							Guidance		FY 2020
							Revenue			At least stable to slight increase
							EBITDA margin	> 26%
							Management Team
							Dr. Axel Kaufmann				Spokesman, CFOO & CDO Media & Ent.
	Q1 2020	FY 2019	Q1 2020 FY 2019		Q1 2020 FY 2019	Q1 2020 FY 2019	Viktor Várkonyi				Chief Division Officer, Planning & Design
Revenues* (Growth) EBITDA margin	77.2 (+2.2%) 30.0%	314.6 (+10.2%) 32.4%	48.7 (+20.2%) 177.7 (+25.6%) 38.3% 34.7%	10.0 (+20.9%) 38.5 (+178.8%) 12.7 (+67.7%) 33.9 (+23.2%) 10.2% 20.5% 23.9%		27.8%	Jon Elliott	Chief Division Officer, Build & Construct
* in mEUR							Koen Matthijs				Chief Division Officer, Manage & Operate
	Revenues by Regions (Q1 2020)	Revenues by Type (Q1 2020)			Shareholder Structure & Share Price Development		Supervisory Board
	Subscription* Asia/Pacific		Software	52.6% by Family Nemetschek; 47.4% Free float		Kurt Dobitsch	Chairman
8% Germany 26% Americas Europe w/o 31% Germany 35%		13,4%	licenses 36,4%			Prof. Georg Nemetschek	Deputy Chairman
			Consulting & Software Hardware services* 4,9% 45,3%				Rüdiger Herzog, Bill Krouch Board Members
							Key Stock Figures
							Number of shares / IPO	115,500,000 / March 10, 1999
							Indices / Ticker symbol	MDAX, TecDAX / NEM GY, NEKG, DE
							Current market cap	EUR 6.2 billion

* = Recurring revenues in total: 58.7%

Contact

NEMETSCHEK SE Investor Relations

Konrad-Zuse-Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

Safe Harbor Statement

The presentation today does 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.