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SNP Slide Master SNP Schneider-Neureither & Partner SE ODDO BHF CONFERENCE, February 2019 Marcel Wiskow (IR) Agenda 1 SNP I The Transformation Company 2 Strategy & Competitive Strengths 3 Financials 4 Optimization Program, Preliminary Figures 2018 & Revenue Guidance 2019 5 Appendix 2 Transformation Never Stops CHANGING BUSINESS- NEW MODELS TECHNOLOGIES Mergers & Acquisitions New Implementations ® Carve-outs & Divestitures SAP S/4HANA Releases & Upgrades Corporate & Process Change Cloud Hosting Brexit & EU Data Protection In-Memory & HANA 3 SNP – Global market leader in software-based data transformation Headquarters Founded Employees Heidelberg (GER) 1994 ≈ 1,300 “The key benefit that we promise our customers is time. The ability to respond quickly to changes in the competitive landscape is a key competency in today’s global economy.” Revenue* 131 Dr. Andreas Schneider-Neureither in € million 122 CEO 81 Key USP to customers: - Time: cut project lead times significantly 56 - Quality: near zero downtime approach - Efficiency: no blockade of customer 30 organization by external consultants 2014 2015 2016 2017 2018 * Revenue 2018 according to preliminary calculations. 4 SNP – Global Presence Americas EMEA APAC 300 900 100 Branch Offices Delivery Center Key Facts 1300+ Highly Training Center Experienced IT Experts R&D Specialized Delivery Centers Highly Mobile Workforce 5 SNP Products and Services for easy and secure Transformations enable a Factory Approach for Rollout Projects SNP Business Process Analysis 5 Analysis and Visualizing of SAP Business Processes based on SAP Transactions SNP Landscape Analysis 4 Analysis and Comparison of Repository Objects, Customizing and Number Ranges of SAP System SNP CrystalBridge Next Level Analysis platform for complex SNP Interface Scanner SAP data 3 Analysis and Documentation of used Interfaces to SAP System 6 SNP System Scan 2 Technical Analysis of used SAP Modules, Organizational Units, Tables, Repository and System Usage SNP Transformation Backbone® 1 Unique Software with pre-defined content ensuring easy and secure transformations 6 SNP - Proven Industry Standard Approach SAP-certified Proven Approach Global Alliances with SAP Our software and our consulting approach were examined by two leading auditors. Partnership Our internal processes comply with DIN ISO 9001 to meet customer requirements and other demands of product or service performance quality. 7 SNP - Global Customer Base Siemens Evonik thyssenkrupp HP Enterprise ABB Bosch Bose Kellogg‘s Russian Railways L‘Oreal Sony Sime Darby 8 Agenda 1 SNP I The Transformation Company 2 Strategy & Competitive Strengths 3 Financials 4 Optimization Program, Preliminary Figures 2018 & Revenue Guidance 2019 5 Appendix 9 Strategy Pursue further growth of our Software segment International expansion − Software portfolio as technological core of business − Gained access to international markets through model inorganic growth strategy: present in almost all relevant global markets − Through technological innovations and improvements, increase of benefits to customer while also tapping − Further strengthening international market position to into new sources of licensing income increase revenues − Focus on increasing software licensing fees − Increasing investments regarding the development and training of employees Expansion of our partner and C-level network Increase portfolio through acquisitions − Building strong networks with customers and − Additional acquisitions of software and services influencers at executive C-level − Expanding our portfolio of strategic products and − Strengthening collaboration with complementary solutions necessary in order to enter new sales partners markets, to gain new technical expertise, and to expand capacity − Building on the close relationship with SAP 10 Competitive Strengths Flexible, alternative Extensive track record Technical advantage of a migration approach for and experience in IT standardized software Strong consultancy base S/4HANA & cloud transformation projects approach transformation − More than 7,000 worldwide − IT transformation projects − Number of large − Increased international transformation projects are implemented in a one- S/4HANA implementation presence in Europe, the with high data and process step process, projects below market U.S., South America and complexity with near-zero-downtime expectations Asia and full retention of − More than 20 years of historical data − SAP S/4HANA is causing − Excellent position to profit supporting customers in the many SAP customers to from an increase in digital implementation of − Clear quality advantages for consider or plan a transformation business diverse IT transformation clients, including reduction possible migration (VW projects of the operational Sachsen awards SNP for downtime in productive IT SAP S/4HANA Migration) environments − Trademark SNP BLUEFIELD™ as flexible S/4HANA transformation program − Global partnership with IBM 11 Agenda 1 SNP I The Transformation Company 2 Strategy & Competitive Strengths 3 Financials 4 Optimization Program, Preliminary Figures 2018 & Revenue Guidance 2019 5 Appendix Key figures 9M 2018 vs. 9M 2017 // Q3 2018 vs. Q3 2017 € mn 9M 2018 9M 2017 Q3 2018 Q3 2017 Revenue 98.8 81.0 33.7 33.0 EBITDA (non-IFRS, adjusted for 0.8 1.8 2.5 0.6 exchange rate effects) EBITDA margin 0.8% 2.3% 7.5% 1.9% EBIT (non-IFRS, adjusted for exchange rate -1.7 0.0 1.9 0.0 effects) EBIT margin -1,7% 0,0% 5.6% 0.0% Order Entry 98.7 95.0 31.5 37.4 (First nine month) Order Backlog 61.4 62.2 61.4 62.2 (as of Sept. 30) Equity 45.7 60.4 - - Equity ratio 37.1% 40.8% - - 13 Overview Revenues by Segment Revenues by Segments (€ mn) 78.3 67.2 48.0 Professional Software Service & Cloud (Consulting) (incl. of 20.5 9.5 13.9 Maintenance) 9M 2016 9M 2017 9M 2018 17% 17% 21% 83% 83% 79% 14 Overview Revenue Split within Software Segment Revenue Split within Software Division: Licences & Maintenance (€ mn) Licences Maintenance + Cloud 14.1 10.7 7.9 6.3 1.6 3.2 9M 2016 9M 2017 9M 2018 17% 23% 31% 69% 83% 77% 15 Overview Revenue Split by Region Revenues by Regions (€ mn) 48.3 50.5 43.3 44.4 36.6 DACH International 29.0 (Germany, (without DACH) Austria, Switzerland) 9M 2016 9M 2017 9M 2018 40% 45% 49% 51% 60% 55% 16 Balance Sheet – Assets (€ mn) Dec 31, 2017 Sep 30, 2018 Current assets: • Decreased Trade receivables and Other receivables to € 34.2 mn (€ -7.7 mn). • Cash and cash equivalents decreased to € 16.6 mn (€ -17.3 mn). 78.6 54.2 Non-current assets: • Goodwill accounts for € 49.8 mn; decline by € -6.3 mn mainly due to exchange rate-related effects (Adepcon, Argentine Peso). 75.2 68.8 153.8 123.0 Current assets Noncurent assets 17 Balance Sheet – Equity & Liabilities (€ mn) Dec 31, 2017 Sep 30, 2018 Current liabilities: • Decline in financial liabilities by € 6.1 million, trade payables and other liabilities, including POC-related liabilities, by € 2.6 million and in other nonfinancial liabilities by € 1.8 million. 40.5 30.2 • Financial liabilities decreased due to payments of purchase price installments. 53.2 47.1 Non-current liabilities: • Largest part: Financial liabilities (€ 44.3 mn); thereof € 39.7 mn borrower’s note loans and € 4.0 mn purchase price liabilities 60.1 45.7 Equity: • Retained earnings decreased by € 7.1 mn to € -4.9 mn as a result of the net loss for the period (€ -3.3 mn) 153.8 123.0 & from the first-time application of IFRS 15 € -2.8 mn Current liabilities Equity Noncurent libalities • Other reserves decreased by € 7.2 million to € -8.9 million due to the adjustment item for foreign currency translation. 18 Agenda 1 SNP I The Transformation Company 2 Strategy & Competitive Strengths 3 Financials 4 Optimization Program, Preliminary Figures & Revenue Guidance 2019 5 Appendix Optimization Program Capital Increase Constructive Talks from Authorized LICO Project: with Capital with Liquidity Increase & Financing Banks Subscription Rights Cost Optimization for Shareholders 20 Successful Capital Increase Share Capital in € mn • Significant increase of the share capital by € 1,127,984 to a total of € 6,602,447 as of Dec 18, 2018 • The new shares were issued at a price of € 16.60 per share and completely placed. 6.60 • The company has seen a gross inflow of new funds of around € 18.7 mn. 5.47 • The company has increased its financial flexibility and secured the financial conditions for realizing its international growth strategy and inorganic development. Old New 21 LICO Project - Liquidity Increase & Cost Optimization − Optimization of liquidity and improvement of cost structures by increasingly concentrating on free cash flow. − Significant reduction of working capital, e.g. the extension of the payment terms for SNP Group and shortening of the payment terms of our customers. − SNP Group implemented selected measures to improve liquidity as well as cost- cutting measures in the areas of marketing and administration. 22 Provisional Financial Figures for the 2018 Fiscal Year + Revenue Guidance for 2019 Revenue (€ mn) Earnings 145 – 150 EBITDA EBITDA appx. (IFRS) (non-IFRS) 131 2016 € 8.5 mn € 8.1 mn 122.3 2017 € 3.3 mn € 6.9 mn 2018 appx. € 2.8 mn 80.7 56.2 EBIT margin EBIT margin (IFRS) (non-IFRS) 2016 8.5% 8.5% 2017 -0.4% 3.8% 2018 appx. -1.5% 2015 2016 2017 2018 2019e 23 Agenda 1 SNP I The Transformation Company 2 Strategy & Competitive Strengths 3 Financials 4 Optimization Program & Guidance 5 Appendix Key Share Data ISIN 720 370 / DE0007203705 / SHF Segment Prime Standard Stock Exchanges Xetra, Frankfurt, Hamburg, Berlin, Munich, Stuttgart,
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