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Investor Presentaiton

34 ... HIGHLIGHTS Added value increased across all segments SMART MANUFACTURING EBITA** & ROS TURNOVER & AV SMART VISION SMART CONNECTIVITY + 6.6% + 2.8% + 7.6% 59.6% 49.5% 41.1% 58.1% 48.7% 38.5% 234.8 250.2 263.3 451.8 256.0 420.0 H1 2022 H1 2023 H1 2022 H1 2023 H1 2022 H1 2023 + 7.9% - 14.5% 18.0% 14.8% + 16.4% 11.5% 10.6% 12.3% 17.7% 44.9 38.0 52.0 44.6 41.6 32.5 H1 2022 H1 2023 H1 2023 H1 2022 H1 2023 • . Security Vision achieved growth Weakening market conditions for machine vision in Q2 (destocking) Challenging operating environment for machine vision expected to continue H1 2022 Strong order intake Operational inefficiencies from supply chain issues impacted turnover growth and ROS Easing supply chain issues evident Field services fully occupied with installing backlog Energy turnover growth, strong contribution from subsea due to short delivery terms. Order intake onshore gradually weakened (destocking & project delays) Digitalization - improved results on stable turnover due to focus on margins, € 4.9m in import duties; import duties doubled from August 1 onwards * Adjusted for acquisitions and currency effects, turnover increased 5.0% organically, with price effects accounting for 4.1% EBITA before one-off income and expenses ** HIGHLIGHTS EBITA** & ROS TURNOVER & AV 47.0% TOTAL + 5.3%* 49.1% 947.6 899.7 H1 2022 + 3.6% H1 2023 • 12.8% 115,6 H1 2022 12.6% 119,8 H1 2023 Added value expansion due to positioning and sales price increases ROS impacted by temporary effects and machine vision slowdown in Q2 SMART TECHNOLOGIES < TH
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