Stabilus SE — Investor Presentation 2014

Apr 1, 2014

Stabilus at a glance

Stabilus – Overview

Note: All pictures represent product examples only; all figures relate to 2012/13A; ¹ Based on a "billed-from" view representing sales originating in respective region in 2012/13A

Gas springs and Powerise – Core products meeting increasing comfort requirements across regions and industries

►Powerise represents a quantum leap for Stabilus from component production to system competence

Stabilus' products can be found in a wide range of products and applications

Stabilus strongly benefits from its global footprint

Stabilus' key strengths

Leadership	Global leading market position with focused product offering
Diversification	Diversified by end-markets, geographies and clients
Growth	Excellent growth outlook driven by industry trends and company positioning
Performance	Excellent financial profile

Strong growth in both the industrial and automotive sectors

Stabilus' automotive business – Key trends

• Ongoing high penetration and increasing demand for Powerise in large tailgate cars

Meeting increasing comfort requirements

• Increasing comfort requirements result in higher content per car
• All car segments benefit from this trend
• Particularly in Asia, increasing comfort requirements for all car segments are driving gas spring volumes
• Increasing penetration of Stabilus products with local Asian OEMs

• Strong demand for increasingly sophisticated Stabilus products

Source: HIS Automotive as of February 2014; ¹Global light vehicle production growth (13A-15E CAGR), total includes Car, MPV, PUP, Sport, SUV and Van segments

Desire for comfort is a secular growth driver in the automotive sector

Automatic tailgate system: expecting increasing penetration rates particularly in high volume middle class vehicle segments and potential for additional applications

Source: Company information for penetration of various automotive features; Industry research; ¹ Market penetration for 2011/12A

Stabilus has continuously increased its foothold in the fast growing Asian market

Stabilus' industrial business – Overview

Key elements of Stabilus strategy towards profitable growth

Growth and globalization	Drive profitable and cash generating growth across all business segments and regions	Automotive gas springs and Powerise: • Focus on rapidly growing regions and applications • Expand SOW1 with existing OEM customers and win further Chinese OEMs • Further expansion of production footprint at existing sites
		Replication of industrial success (EU and US) in Asia: • Following established western customers • Winning new local customers • Increased sales and distribution efforts
		Expansion towards balanced global footprint in production, sales, application engineering and project management
		Further upside in industrial from filling in of "white spots" and select add-on acquisitions
Innovation	Focus on innovative and profitable solutions to benefit from global industry trends	Focus on high revenue innovations in automotive
		Continuing development of new products for industrial applications
Cost and quality	Maintain and strengthen cost and quality leadership	Capitalise on unmatched global footprint and proximity to customers ("in the region, for the region")
		Continued focus on cost base optimisation through local sourcing and continued enhancement of labour cost flexibility

¹ Share of wallet

Triton overview – Supportive shareholder with breadth of experience

About Triton

Triton is a private equity firm investing in German speaking and Northern European, market leading businesses. Triton focuses on companies with the potential to create sustainable, long-term value throughout changing economic cycles. Triton was founded on the principle of partnering with boards, managers and employees in order to build better businesses.

Facts & figures

• Sponsored 5 funds totalling some €7.7 billion
• Latest fund raised €3.5 billion in 2013
• A responsible ownership approach of building better businesses
• Focus on industrials, business services and consumer sectors
• Invest primarily in Germany, Austria, Switzerland, Denmark, Finland, Norway and Sweden
• Completed more than 40 investments and supported more than 100 acquisitions. Exits are done primarily through sales to strategic investors or large PE houses; IPOs and other exit scenarios are also considered
• Triton is continually considering various exit options in regards to Stabilus
• Portfolio includes 25 companies with combined sales of €13 billion and more than 55,000 employees
• Established 1997
• Offices in Frankfurt, Stockholm, London, Shanghai, Jersey, Luxembourg

Disclaimer

This presentation contains forward-looking statements relating to the business, financial performance and results of Servus HoldCo S.à r.l. (the "Company" or "Stabilus") and/or the industry in which the Company operates. The words "anticipate", "assume", "believe", "estimate", "expect", "foresee", "intend", "may", "plan", "project", "should" and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that are not historical facts; they include statements about the Company's beliefs and expectations and the assumptions underlying them. These statements are based on plans, estimates and projections as they are currently available to the management of the Company. Forward-looking statements therefore speak only as of the date they are made, and the Company undertakes no obligation to update any of them in light of new information or future events.

By their very nature, forward-looking statements involve risks and uncertainties. These statements are based on the Company's management's current expectations and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Actual results may differ from those set forth in the forward-looking statements as a result of various factors (including, but not limited to, future global economic conditions, changed market conditions affecting the automotive industry, intense competition in the markets in which we operate and costs of compliance with applicable laws, regulations and standards, diverse political, legal, economic and other conditions affecting our markets, and other factors beyond our control).

This presentation is intended to provide a general overview of the Company's business and does not purport to deal with all aspects and details regarding the Company. Accordingly, neither the Company nor any of its directors, officers, employees or advisers nor any other person makes any representation or warranty, express or implied, as to, and accordingly no reliance should be placed on, the accuracy or completeness of the information contained in the presentation or of the views given or implied. Neither the Company nor any of its directors, officers, employees or advisors nor any other person shall have any liability whatsoever for any errors or omissions or any loss howsoever arising, directly or indirectly, from any use of this information or its contents or otherwise arising in connection therewith.

This presentation speaks as of its date and the material contained in this presentation reflects current legislation and the business and financial affairs of the Company which are subject to change and audit.

This publication constitutes neither an offer to sell nor an invitation to buy securities.