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Investor Presentaiton

Outlook Smart Vision systems Smart Vision systems continues to be faced with strong destocking effects and weakened market conditions in several end markets. As a result, we now expect EBITA to decrease slightly in H2 2023 compared to H1 2023 Smart Manufacturing systems The outlook for Smart Manufacturing systems has improved, with turnover and EBITA expected to grow in H2 2023 compared to H1 2023 Smart Connectivity systems As communicated earlier, Smart Connectivity systems H2 2023 EBITA and turnover are expected to be lower than H1 2023 On balance, for the full year 2023, TKH reiterates the earlier communicated outlook of an EBITA before one-off income and expenses between € 230 million and € 240 million, however EBITA is expected to be at the lower end of the forecasted range. This results in a net profit before amortization and one-off income and expenses attributable to shareholders at the lower end of the € 126 million and € 134 million range, barring unforeseen circumstances 42 TKH GENERAL INVESTOR PRESENTATION - NOVEMBER 2023 TH SMART TECHNOLOGIES <
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