Jenoptik : Investor Relations (as of May 2024)

Our Vision - Brighter Futures with the Power of Light.

Investor Relations Presentation I May 2024

© Copyright Jenoptik. All rights reserved.

Disclaimer

This presentation can contain forward-looking statements that are based on current expectations and certain assumptions of the management of the Jenoptik Group. A variety of known and unknown risks, uncertainties and other factors can cause the actual results, the financial situation, the development or the performance of the company to be materially different from the announced forward-looking statements. Such factors can be, among others, geopolitical conflicts, pandemic diseases, changes in currency exchange rates and interest rates, energy supply, the introduction of competing products or the change of the business strategy. The company does not assume any obligation to update such forward-looking statements in this document in the light of future developments.

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Agenda

Company overview

Strategy & markets

Divisional set-up

Results Q1/2024 and outlook

Appendix

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Jenoptik at a glance - a leading globally operating photonics group

1991

>80

>4,600

~1.4bn1

Fiscal year 2023

1.07 billion 19.7

Jenoptik Investor Relations Presentation

Year of foundation

Represented in countries

Employees worldwide

Market capitalization in euros

million euros revenue EBITDA margin in %

1 as of 6.5.2024

Our Mission

The Leading Light

In the Application of

Photonics

Focus on three core markets

• Semiconductor & Electronics
• Life Science & Medical Technology
• Smart Mobility

4

Addressing multiple mega-trends with our strong photonics expertise

We enable the digital age	We enable modern communication

We drive life science	We make roads and cities safer
and healthcare development

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Delivering high-qualityphotonics-based products and solutions…

Semiconductor &

Electronics

Optics, Micro-optics Precision components Equipment for measuring and testing optics (gold standard)

~65%1

Life Science &

Medical Technology

Diode lasers

Microscope cameras

Imaging solutions

Optical components

~15%1

Smart Mobility

Equipment for traffic surveillance Software

Service to full operation

~10%1

…to enable our customers to produce efficiently and to contribute to health, resource conservation

and climate protection	1) Share of total group revenue 2023 (rounded)
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Strategy & markets

Focus on profitable organic growth by leveraging well established growth platforms

• Profound portfolio transformation largely completed; NPC segment: strategic plan remains unchanged
• Continue successful "grow share of wallet"-strategy with market leading OEM's
• Realize growth opportunities in new application areas and regions
• Enhance customer orientation and efficiency by simplifying organizational structures
• Execute on capacity expansion to support organic growth

Jenoptik Investor Relations Presentation

Mid-term profile

Continue to grow revenue share

with key customers to >50%

Average high-single digit organic revenue growth

Continuous expansion of

profitability

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Significant share of revenue generated in our attractive three core markets

						Jenoptik development (million euros)
Semiconductor &		Life Science &		Smart Mobility
Electronics		Medical Technology
		1.066

685

Core businesses

• Growth of core markets >GDP growth
• Differentiation through our core technological competences in optics & photonics
• Leveraging existing deep customer relationships
• Resilience to end-market fluctuations by focussing on both cyclical and non-cyclical industries

20162023

14.2% EBITDA 19.7%

Deploying core competences to attractive markets to enhance shareholder value

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Strong value proposition:

Leading photonics expertise combined with strong customer relationships

Customer access / relationship

Joint R&D		Shared R&D		Designed-in
programmes		roadmaps		solutions

Technology

Application		Industrial		Manufacturing
	manufacturing
excellence			capacity
	know how

Evolution

Supplier	Joint R&D projects	Joint roadmaps	Joint ecosystem (Partner)

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