SAP SE — AGM Information 2012

May 23, 2012

Welcome to the 25th Annual General Meeting of Shareholders

Mannheim, Germany – May 23, 2012

Hasso Plattner

Chairman of the Supervisory Board, SAP AG

Prof. Anja Feldmann, Ph.D.

Technische Universität, Berlin

Video: Run Like Never Before

Bill McDermott

Co-CEO, SAP AG

IT trends are accelerating

Performance 2011

Best year ever!

	SAP's Outlook FY 2011	Actual Performance FY 2011
SSRS Revenue (Non-IFRS at cc)	+ 10% – 14%	+ 17%
Operating Profit (Non-IFRS at cc)	€4.45bn - €4.65bn	€ 4.78bn
Operating Margin (Non-IFRS at cc)	+0.5pp to +1.0pp	+1.1pp

RUNITY
anytime and anywhere.

Opportunity can appear out of nowhere. With SAP mobile solutions, your people can take advantage of serendipity - remotely, easily and securely. Use analytics to validate a hunch, brainstorm new ideas across time zones, launch a project from the jogging trail. Now, no matter where your people run, your business runs, too.

Run like never before at sap.com/runmobile

SAP's go-to-market strategy

Global Sales NA, LA, EMEA, DACH, APJ	Global Services NA, LA, EMEA, DACH, APJ
Solutions Go-to-Market
Applications
Analytics	Industries
Mobile	LoB
Database & Technology
Cloud
Ecosystem & Channel

Complementing our solution portfolio

Ecosystem

SME customers from channel partners 79%

30%

of software revenue from indirect channel

partner consultants 250,000

Investments in growth markets

• BRIC countries
• Middle East
• North Africa

SAP stock outperformed important indices

SAP SAPPHIRENOW

Mobile

$-\sqrt{2}$

Lui

Analytics

Run Better

SAP HAN

Jim Hagemann Snabe

Co-CEO, SAP AG

40 years of innovation

1970s

mainframe

client/server

1990s

2010s

cloud/in memory

Strategy

Applications
Analytics
Mobile
Database and Technology
Database and Technology Cloud
Powered by SAP HANA

solutions

LoBs

SAP Rapid Deployment Solutions

industries

BURBERRY

SAP HANA Oncolyzer

Sustainability: Contributing to a better world

SAP as enabler

Danone using SAP to reduce greenhouse gas emissions

SAP as exemplar 18% reduction of greenhouse emissions since 2007

Corporate Social Responsibility

Video: SAP Touches Lives

People at SAP

A strategic approach

• Attractive share-based compensation programs
• Employee engagement index: 9% increase
• Committed to diversity: 18.6% leadership positions held by women

2012 Outlook

Profitable double-digit growth

	2011	SAP's Outlook 2012
SSRS Revenue (Non-IFRS at cc)	€11.35bn	+ 10% – 12%
Operating Profit (Non-IFRS at cc)	€4.71bn	€5.05 bn – €5.25bn
Effective Tax Rate (Non-IFRS)	26.6%	27.0% – 28.0%

Expanding SAP's 2015 medium-term ambition

• Exceed €20 billion of total revenue
• Reach 35% non-IFRS operating margin
• Reach 1 billion people
• Build a €2 billion cloud business
• Become the fastest growing database company

Development of total amount of distributed dividends (€mill)

* pending approval of AGM

special dividend

1,300*

RUN like never before.

If you could do anything with your business, what would you do with it? Where would you run with it? Whatever your vision is, SAP can help you make it real. Accelerate change. Seize opportunity wherever and whenever you find it. Unlock insights instantly. From fine-tuning your business to transforming it entirely, SAP can help you run in entirely new ways.

RUN BETTER

Run like never before at sap.com/runbetter

25th Annual General Meeting of Shareholders

Mannheim, Germany – May 23, 2011