FUCHS GROUP

Investor Presentation

| March 2024

| Isabelle Adelt, Chief Financial Officer

| Lutz Ackermann, Head of Investor Relations

Agenda

01

| Business Model

02

| Financial Results FY 2023

03

| FUCHS2025

04 | Megatrends

  • Sustainability
  • E-Mobility
  • Digitalization

05

| Financial targets

  1. | FUCHS - a convincing investment
  2. | Appendix
  1. 2

01 Business Model

FUCHS AT A GLANCE

Established 3

generations ago as a

family-owned business

No. 1

among the independent suppliers of lubricants

€3.5 bn

sales in 2023

The Fuchs family holds

55% of

ordinary shares

A full range of over

Around 6,200 employees

Preference share is listed in the MDAX

55 companies worldwide

10,000

lubricants and related specialties

  1. 4

THE LEADING INDEPENDENT LUBRICANTS COMPANY

Manufacturers

Independent

Major oil

lubricant

companies

manufacturers1>100

>700

Number 1 independent

lubricant company

  • High degree of fragmentation
  • Concentration especially amongst smaller companies

Market Shares

>700

Top 10

manufacturers

manufacturers

~50%

~50%

1 > 1000 tons

  1. 5

OUR UNIQUE BUSINESS MODEL IS THE BASIS FOR OUR COMPETITIVE ADVANTAGE

Technology and innovation leadership in

FUCHS is fully focussed on lubricants

Independency allows reliability, customer

  • market proximity (responsiveness and flexibility) and continuity

Advantage over

major oil companies

strategically important product areas

FUCHS is a full-line supplier

Global presence, R&D strength, know-how transfer, speed

Advantage over other

independent companies

  1. 6

FUCHS2025 - STRATEGY PERSPECTIVE

BUSINESS MODEL

LUBRICANTS

Unique FUCHS business model based on strict application focus and tailormade solutions

INNOVATION

ENABLER

FUCHS has the solutions to help customers with their technology transformation

  1. 7

MEGATRENDS

E-MOBILITY

Significant opportunities for FUCHS in fast developing markets

SUSTAINABILITY

FUCHS empowers its customers to perform more sustainably

DIGITALIZATION

FUCHS GOES DIGITAL as a basis for smart services, operational excellence and Business Model Innovation

GROWTH

GROWTH

FUCHS will exploit growth opportunities leading to an EBIT of € 500 mn by 2025

FUCHS2025 - STRATEGY PERSPECTIVE

UNIQUE BUSINESS MODEL BASED ON STRICT APPLICATION FOCUS AND TAILORMADE SOLUTIONS

THE PRINCIPAL DUTIES OF A LUBRICANT:

ENSURE THE EFFICIENT OPERATION AND PRESERVATION OF MOVING PARTS

Reduce friction and wear in moving systems

Separate surfaces and protect from wear

Cool machinery and equipment

Protect surfaces from corrosion

Transfer energy

  1. 8

LUBRICANTS ENABLE INNOVATION

FUCHS HAS THE SOLUTIONS TO HELP CUSTOMERS WITH THEIR TECHNOLOGY TRANSFORMATION

  1. 9

E-MOBILITY

SIGNIFICANT OPPORTUNITIES IN FAST-GROWING MARKETS

Mobility change is on a fast track: today main focus on batteries

  • $3bn of new market for functional fluids of which we see on a conservative basis 50% relevant for FUCHS. E-lyte and cooling fluids are examples for FUCHS activities in this field.

Mobility change comes with additional requirements for lubricants: good news for

FUCHS' high-

performance product

Globally the number of combustion engines will increase over the course of the next 10 years: European market to decline, growth (number of vehicles) especially in China.

E-mobility is a net opportunity with significant growth opportunities for the FUCHS Group.

  1. 10

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Disclaimer

Fuchs Petrolub SE published this content on 19 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 March 2024 14:31:07 UTC.