Nexity : 9M 2022 Webcast presentation

9M 2022 Revenue and business activity

26 October 2022

DISCLAIMER

The information contained in this document has not been independently verified. No representation, warranty or undertaking, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained herein. Neither the Company, nor its shareholders, nor their advisors or representatives, nor any other person shall have any liability whatsoever for any loss arising from any use of this document or its contents or otherwise arising in connection with this document.

This document does not constitute an offer to sell or an invitation or solicitation of an offer to subscribe for or purchase any securities, and this shall not form the basis for or be used for any such offer or invitation or other contract or engagement in any jurisdiction.

The information, assumptions and estimates that the Company could reasonably use to determine its targets are subject to change or modification, notably due to economic, financial and competitive uncertainties. Furthermore, it is possible that some of the risks described in Chapter 2 of the Universal Registration Document filed with the AMF under number D.22-0248 on 6 April 2022 could have an impact on the Group's operations and the Company's ability to achieve its targets. Accordingly, the Company cannot give any assurance as to whether it will achieve its stated targets, and makes no commitment or undertaking to update or otherwise revise this information;

No assurance is given as to the fairness, accuracy, completeness or correctness of the information or opinions contained in this document.

All financial figures are presented according to IFRS with joint ventures proportionately consolidated.

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KEY FIGURES AND HIGHLIGHTS

9M 2022 RESULTS IN LINE WITH EXPECTATIONS

• New home activity: market share gains in a deteriorated environment
• • Sharp decline of the market since the beginning of the year (-21%)
  • 9M 2022 reservations: -8% in volume (-5% in value)
  • Strengthening the commercial strategy for institutional investors and managed real estate
  • Sales prices remain on an upward trend, on all types of clients
• Revenue: contrasted performance by business line
• • Stability in Group revenue excluding the H1 2021 base effect in Commercial real estate*
  • Continued strong growth in Services (+9%)
• Still high level of backlog (2 years of development activities), growth in business potential

* Base effect: Reiwa order intake in 2021 for €124m

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EXPENDING INTO NEW TERRITORIES

ACQUISITION OF ANGELOTTI GROUP

• Leader in Occitania (South of France) in urban planning and Residential real estate
• Complementary footprint and activities
• Strengthened territorial network, upstream of the value chain
• ~€200m revenue in 2022
• Consolidation from 1 November 2022
• Strong pipeline (c.6 years of revenue)

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ONGOING DETERIORATION OF NEW HOME MARKET CONDITIONS IN Q3 2022

NEW HOME RESERVATIONS	MORTGAGE RATES
	INDIVIDUALS
		1.88%
		Sept-22
	Dec-17
	1.52%	1.38%
		May-22
-21%		1.18% Mar-22
H1 2022 vs H1 2021	1.13%	1.10% Jan-22
	Dec-20	1.03%
		Oct-21
Source: FPI - 15 September 2022	Source: Observatoire crédit logement - October 2022

				PRODUCTION OF
130				MORTGAGE RATES
120							-11%
110
100
90
Nov.-19	Jan-20	Mar-20	May-20	July-20Sept.-20Nov.-20Jan-21Mar-21May-21July-21Sept.-21	Nov.-21	Jan-22	Mar-22May-22July-22	Sept.-22
Source: Observatoire Crédit Logement - October 2022

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