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Investor Presentaiton

Solar. Growth continues, driven by and depending on China PV module installations [GWp/a] 200 150 100 EPIA historical data1 PV Tech² ITRPV 20173 90 90 77 51 50 40 0 2014 160 140 115 100+ 2016 2018 Solar growth continues · · • China, India and USA are main drivers Levelized costs of PV energy continues to fall Crystalline silicon remains dominant PV technolo- gy but shift towards mono due to higher efficiency Positive impact on GMS • . Technology shift from multi/crystalline to mono/crystalline favoring our graphite product portfolio • Opportunities for price increases and long-term partnerships with industry players CAGR 2010-'15 24% 2020 • Promotion of full graphite portfolio (differentiating factor) CAGR 2016 -'21 16% 1 EU PV Industry Assoc., "Global Market Outlook 2017-2021"; 2 PV Tech article Aug. 16, 2017 and IHS Markit Aug. 24, 2017; 3 ITRPV (International Technology Roadmap for PV, Mar. 15, 2017) "Low scenario" figures are in line with IEA expectations (IEA, Energy Technology Perspective, June 2016) 56 SGL Carbon | Investor Relations Presentation
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