Investor PresentationMarch 2020

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DISCLAIMER2

This presentation of RIB Software SE (the “Company”) contains forward-looking statements. These

statements can be identified by terminology such as “will”, “expects”, “anticipates”, “future”, “intends”,

“plans”, “believes”, “estimates”, “potential”, “continue”, “ongoing”, “targets”, “guidance” and similar

statements. The company may also make written or oral forward-looking statements in its periodic

reports, in its annual report to shareholders, in press releases and other written materials and in oral

statements made by its officers, directors or employees to third parties. Any statements that are not

historical facts, including statements about the Company’s beliefs and expectations, are forward-

looking statements that involve factors, risks and uncertainties that could cause actual results to differ

materially from those in the forward-looking statements. Such factors and risks include, but not limited

to the following: development risks, financial risks, sales risks, cooperation risks, and acquisition risks.

All information provided in this presentation is current as of the date of this presentation, and the

Company does not undertake any obligation to update such information, except as required under

applicable law. Some information in this presentation are researched results from multiple sources in

the internet as references, and the Company does not take any responsibility of the credential of those

information.

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RIB AT A GLANCE3

R I B M a i n B r a n d s

Guangzhou, ChinaStuttgart, Germany

HQ

R&D Center

Bangalore, India

Brisbane, Australia

Atlanta, USA

Copenhagen, Denmark

Dubai, UAE

Singapore

€ 214.3 MilGroup Revenues FY’19

+57%YoY Revenue Growth

€ 300 MilAvailable Investment Funds

in 2020

+94%ARR YoY Growth Rate

+22%NRR YoY Growth Rate

69,265MTWO/iTWO 4.0 Users

FY 2019

€ 50.1 MilEBITDA FY’19

23.4%EBITDA Margin FY’19

+12%Organic Growth Rate for ARR/NRR

+32%YoY EBITDA Growth Rate

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4

RIB MISSION

Digital Transformation of the Building and Infrastructure industries into the most

Advanced industries on the planet, to create

the next generation of Living.

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5

Running Together to create a carbon-free and sustainable

future for the next generation

Similar corporate culture

and entrepreneurial spirit

Working towards increased

efficiency and

sustainability across

the full construction life cycle

Targeting low carbon

buildings

Digitization meets Sustainability

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SCHNEIDER’S COMPELLING OFFER FOR RIB

SHAREHOLDERS

6

Voluntary tender offer for all of RIB’s shares

Offer price €29 per share in cash (previous analyst target price: €17.5-22)

41% premium to share price on Feb 12th and 37% premium to 3 months VWAP

Minimum acceptance threshold of 50% plus 1 share on a fully diluted basis

No domination agreement

Supported by RIB’s Administrative Board

CEO and CFO have committed to tender half their shares (9%). RIB will also tender about 7% treasury shares

CEO and CFO to continue in their roles and to remain on administrative Board

Offer subject to anti-trust clearances and CFIUS approval

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WHAT SCHNEIDER ELECTRIC BRINGS TO RIB7

Provides RIB with a strategic long-term shareholder to accelerate its expansion

Opens a large international sales network to RIB

Offers deep domain expertise in building efficiency and sustainability

Extensive customer relationships within the construction eco-system (specifiers, general and specialized contractors, system integrators and building owners)

Secured the strategic execution of RIB Midterm Plan

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Autodesk13%

Nemetschek8%

Bentley Systems

7%

Trimble5%

Oracle4%

Others61%

GREAT POTENTIAL GROWTH SPACE ON

CURRENT MARKET SHARE

8

Industry Market ShareSource: Company data in 2018, Barclays Research

Industry Addressable Market Size

Worldwide IT Spend

3.2Trn Euro

IT Spend in AEC Vertical

75bn Euro

2.3%

10%

in 2017, according to Barclays Research

2020

Software Revenue

in AEC vertical

CAGR of

11%

~10bn Euro

Software Revenue

in AEC vertical

2%~3%Industry

Market Share

2%

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RIB PRODUCT ECO-SYSTEM9

…

Complete Construction Cloud

BIM ERP

Artificial

Intelligence

Build OperatePlan

BIM

Cloud

AI

BI

VR

IoT

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TURN DATA INTO WISDOM BY CLOUD10

Meaning

Insight

Context

WISDOM

KNOWLEDGE

INFORMATION

DATA

Know Why

Know How

Know What

Know Nothing

BI

AI

Materials &

MachinesCostEmployees ScheduleSCM

Safety &

Reporting

Business

PartnersBids IoTCRM

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11

Complete Construction Cloud

Pre-configured with best practice standards,

workflows and templates

Built-in Integration with BIM 360 & Revit & Office 365

Scalable for future configuration & integration.

MTWO GO LIVE IN 48HRS

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INVEST FOR THE LIGHTNING FAST GROWTH12

2014 – 2017

2020

2021

2022

2023

Mid-term

2018 Q1-Q3

2019

2018Q4

R&D Phase

Push Phase

Pull Phase

1,000 Man Year

2019 Q3

>40% (Organic Growth Rate + EBITDA Margin)

23.4% EBITDA Margin

+12% Organic Growth % for ARR/NRR

EBITDA

Margin

30%20%ARR Growth at Top Priority

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BUILDING MTWO CLOUD GLOBAL ALLIANCE13

Focus on

High Quality

Software

Investments

Minority Investments with

call options

2020

Software

Vendors

Partner Network

Building

Complete the direct sales and

consulting network in 2019

ERP Consulting

Companies

Cloud Service

Providers

Value Added

Resellers

Software

Vendors

2019

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GLOBAL ALLIANCE M&A TARGET14

3 M&A 12 M&A 8-18 M&A 15-25 M&A

2018 2019 Rest of 2020 2021

Total ≥ 50 Partnership Investment targets in the Investment Phase

2 M&A

As of Jan 2020

UK

VIM AEC

€ 300Available

Investment

Funds

44% Cash and Cash

Equivalents

35% Treasury Shares

(3.6M treasury

shares)

8%Credit Line

13%Free Cash Flow

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15

GLOBALIZATION & LOCALIZATION

AMERICA

AUSTRALIA

AFRICA

EU

JAPAN

UAE & INDIA

CHINA

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MTWO CLOUD GLOBAL ALLIANCE ACHIEVEMENTS16

Integrated Software

AutoDCR® PWIMS™

ERP- OPTICON™

500+ Sales people worldwide

750+ Consultants worldwide

1000+ R&D people

Salesforce

Support & Consulting

R&D Support

1 Million Potential Users

47+5(2018&2019+2020/as of Feb 14)

Phase-II & Phase-III deals( during investment phase )

Global Market

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Achieved Users in by the end of 2019

69,265(exceeded target by over 100%)

3,000 30,000 100,000 2,000,000

2018 2019 2020 Mid-Term

User Targets

17

User Retention Rate

$15 USD per user per month, 1 Million user and $180 M USD EBITDA is acceptable for the conservative midterm plan

Conversion Rate Target

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2M

Users

in Midterm

POTENTIAL OF 2M USERS18

500k

RIB Convertible Users95+% Retention Rate

1 M Users from Global Alliance Companies

500k

RIB New Users Generated from Global Network

50 Global Partners Avg. 20k Users per Partner

40k+ Users 50k+ Users 29k+ Users…

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GUIDANCE in 2019/202019

*Guidance of 2020 update is due to large Phase-III deal on Jan 31, 2020.

**No other phase-III deals, large 2020 M&A deals with full revenue & EBITDA recognition, and limited Phase-II deals were included in the 2020 guidance

Revenue (€)

2019 2020

EBITDA (€)

2019 2020

Initial

210M

225M

180M

200M

260M

300M

270M

310M

Latest Update Initial Latest Update Initial Latest Update Initial Latest Update

36M

46M

46M

52M

52M

60M

57M

65M

2019 Achievement:

214.3M

2019 Achievement:

50.1M

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RIB CORPORATE GOVERNANCE20

Board Members

Executive Board Members

Independent

Board Member

Independent

Board Member

Independent

Board Member

Board Member Board Member

Mads BordingThomas Wolf Michael Sauer

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Regional HQ

Software BusinessMSP Global Team

America

President

APAC

President

Europe

President

DACH

President

US

UK

IN

AU

TH

Strategic

AllianceGlobal CROGlobal CFOGlobal CEO Global COO

R&D (IN/GZ/D/US)

MTWO Cloud

Controlling (GZ/D)

HR (GZ)

Marketing (GZ)

M&A

CoE (GZ/D)

RIB ORGANIZATION STRUCTURE

USA

CEO

CTOCFO

DACH

CEO

CTOCFO

SA

CEO

CTOCFO

Spain

CEO

CTOCFO

Nordic

CEO

CTOCFO

ME

CEO

CTOCFO

AU

CEO

CTOCFO

India

CEO

CTOCFO

China

CEO

CTOCFO

Global HQGlobal CTO

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22

New York 2020iTWO Bauhaus 4.0 Masters Summit

Venue: Mandarin Oriental New York Hotel

Date: October 29-30, 2020

Image: Central Park, New York City

Running Together Welcome to our website for more information

https://www.rib-software.com/en/group/investor-relations/