Nemetschek SE — Investor Presentation 2020

Jan 10, 2020

University Library Freiburg, Germany

Architects: Degelo Architects, Basel, Switzerland | Image: Andrea Secci | Realized with GRAPHISOFT

Company Presentation Nemetschek Group

January 2020 | Dr. Axel Kaufmann, Spokesman & CFOO

Nemetschek's Key Figures: 5 Years - 5 Achievements

Company Presentation

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¹ TSR: Total shareholder return: Share price performance + dividend | 2013–2018 | ² Peer group: International software companies

5-Years Development: Positioned to Provide Strong Growth

¹ 2013–2018

Company Presentation

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

	Highly specialized small or midsized companies	Going to market with 16 strong, entrepreneurial brands (5–100m €)
	Long-term focus	Every brand is a world leader in its discipline
Innovative	Holding 5× as many patents per employee as major corporations	Our brands are pioneers in Building Information Modeling
Customer focused	37% of all employees have regular customer contact (only 7% in major corporations)	All brands are developing their solutions in close cooperation with the 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 GROUP Provides Expertise Along the Complete AEC Value Chain

01 Financial Results Q3 2019

Key Business Highlights 9M 2019: Excellent Basis for Achieving Upper End of Targets in FY 2019

Strong Performance YTD 2019 M&A / Sale Successes

Recurring revenues: +33.9% Subscription/SaaS revenues: +129.6%

Revenues abroad: +27.9%

IFRS 16 adjusted: 26.7% EBITDA margin: 29.4%

EPS: +81.3% to 0.83 EUR

High cash conversion 95.5%

01/2019 Axxerion by MCS, renamed afterwards in Spacewell Media & Entertainment Division

04/2019 Redshift by Maxon

Sale of minority interest:

08/2019

Value-generating sale of DocuWare with a strong positive one-time effect on EPS in Q3

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Top Key Figures 9M 2019: On the Way to Another Record Year

8

Strong Growth in Recurring Revenues: Subscription is Key Driver

Revenue distribution 9M 2019

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Software services and rental models

Segment Overview: Build Segment Remains in Strong Growth Mode

Revenues in m€

Company Presentation

¹ Constant currency

02 AEC Market Opportunities BIM Market Potential

Independent Bank Headquarters, McKinney, USA

General contractor: Rogers-O'Brien Constuction, Dallas, USA | Image: Justin Hearn | Realized with Bluebeam

Challenges in Construction Industry

Mostly due to Ineffective Communication, Planning and Collaboration

Source: Engineering-News Record 2017

Company Presentation

Construction 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?

Company Presentation

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"

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Huge Market Potential: The AEC BIM Software Market Will Grow to €10 billion in 2022

Top 3 1 2 3 Countries per Region APAC EUE (2019) Australia € 149m China € 397m Japan € 698m Americas EUE (2019) Brazil € 61m US/Canada € 2,141m EMEA EUE (2019) France € 307m UK/I € 448m DACH € 1,075m Europe € 1,830 Europe € 3,900 Americas € 1,640 Americas € 3,530 APAC € 1,200 APAC € 2,000 ROW € 4,800 € 9,900 CAGR: +11% End-user expenditure (EUE) in m€ EUE 2019: ~€ 7bn

Source: Cambashi BIM Design Observatory and internal research

2015 2022

Company Presentation

Outlook 2019: Reaching the Guidance on the Upper End

Contact

NEMETSCHEK SE Investor Relations

Konrad -Zuse -Platz 1 81829 Munich Germany

investorrelations@nemetschek.com www.nemetschek.com

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.

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