IR Investor Presentation

Exposure to fundamental macro trends Above GDP industry growth supported by global trends. Global trends Needs Climate change Zero emission concepts Low energy buildings Mobility Growing population Energy efficient mobility Lightweight transportation Food preservation Low cost durable goods Affordable housing Increasing urbanization Living comfort Public infrastructure 6 September 2016 | IR Investor Presentation covestro Industry demand outlook 2015 - 2020E (a) 15.2Mt CAGR ~4% 18.5Mt 2015 2020E CAGR ~4% 4.7 Mt 3.8 Mt • Covestro solutions Building insulation Insulation along the cold chain Foam mattresses and comfort solutions Weight-saving car parts Lightweight materials for transportation Roofing and glazing for buildings Blends and composites for electronics IT and consumer goods CASE (c) PC PU(b) 2015 2020E CAGR -4% 3.3Mt 2.7Mt 2014 Notes: (a) Assumes global GDP CAGR 2015-2020E of -3% Source: 2020E High performance surfaces and coatings High-tech films Solvent-free coatings and adhesives (b) Comprises MDI, TDI and polyether polyols (c) Shows PU raw materials industry demand in coatings, adhesives and sealants Company information. CASe market: Orr & Boss 2014 & Covestro internal estimates with annual growth of 4% for 2015

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