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PIONEER AND TECHNOLOGY LEADER

16 November 2021Credit Suisse Equity Forum Switzerland

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Current situationMarket recovery but supply chain challenges

− Strong order intake since 2nd quarter 2021− Recovery in all regions− Book-to-bill ratio still high (as of 30 June 2021: 1.25)− More favorable product mix than in the previous year

− Various uncertainties− Supply chain challenges weighing on business (great effort required, higher costs, reduced ability to plan) Komax has so far ensured delivery capability and had only very few delivery delays Lower number of vehicles produced than expected

− Coronavirus pandemic continues to complicate business (e.g., limited travel)

− Trend towards automation continues− Shortage of personnel drives automation (e.g., in North America)− Different projects (with OEMs) to simplify wire harness topology (e.g., ARENA20236)

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Development of vehicle production

Production of passenger cars and light commercial vehicles in million vehicles

Source: IHS Markit, August 2021

− H1 2021: 39 million vehicles− H1 2020: 30 million vehicles− H1 2019: 45 million vehicles

95 9489

7582

91 93 94 96

2017 2018 2019 2020 2021 2022 2023 2024 2025

Estimates in August 2021

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Development of vehicle production

Production of passenger cars and light commercial vehicles in million vehicles

Source: IHS Markit, November 2021

− H1 2021: 39 million vehicles− H1 2020: 30 million vehicles− H1 2019: 45 million vehicles

95 9489

75 7583

9298 100

2017 2018 2019 2020 2021 2022 2023 2024 2025

Estimates in November 2021

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Purchase of property next to headquartersSale process of the building in Rotkreuz underway

− Production and office building− About 9 months renovation

work required− Consolidation of Swiss

activities in Dierikon− Property allows further growth

(6,400 m2 of currently undeveloped land)

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Launch of groundbreaking innovationProductronica in Munich, 16 – 19 November 2021

Fully automatic tool change system –new level of quality and productivity− Material change takes less than a minute

(today it takes up to 15 minutes)− Highest precision and quality− Extensive field test under real conditions

showed up to 50% higher production output− Due to the interchangeability of the crimping

cassette, it can be universally loaded onto any new generation Alpha machine

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Further innovative productsProductronica in Munich, 16 – 19 November 2021

Kappa 340Cut and strip machine for shielded multicore, battery, sensor, ribbon, and HV cables

Delta 260Semi-automatic crimping machinewith new user interface

TSK RoboticFully automated end-of-line test station for wire harnesses

Other launched innovative products can be found at https://productronica.komaxgroup.com/

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STRATEGY AND MID-TERM TARGETS

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Global megatrends drive automationAutomation is an important topic on customers’ agendas

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Numerous reasons for the steady rise in level of automation (CAGR: 2%–3%)

rising wage costs

staff availabilityminiaturization

traceability

autonomous driving e-mobility

rising number of wires

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Current trends present many opportunities

Smart City Smart Mobility

We have plenty of potential for future growth

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SMART FACTORY by KOMAXSimpler, more convenient, and safer

TSK Connect

Komax Connect Q1250

Lambda 416 H-MTD

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Mid-term targets up to 2023

REVENUES• Primarily organic growth • Increase in number of vehicles produced from 2021• Increase in level of automation (CAGR: 2%–3%)

CHF

450–550million

EBIT• EBIT dependent on product mix • EBIT strongly influenced by volume business (crimp-to-crimp)• Low revenues (CHF 450 million) resulting in low EBIT (CHF 50 million)

CHF

50–80million

PAYOUT• Shareholders benefiting from sustained generation of value• Attractive dividend policy • Dividend dependent on business performance; no minimum dividend

50%–60%of EAT

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OUTLOOK 2021

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Demand for new technologies continuesVolume-based business still below pre-crisis level

Volume-based business(crimp-to-crimp)

New technologies(increase of the degree of automation)

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0

20

40

60

80

100

120

2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

Source: IHS Markit and Komax, August 2021

Number of produced carsin million

E-mobility: high demandCompetence center at Komax Thonauer in Budakeszi (Hungary)

Full hybrid (HEV)

Battery electric vehicle (BEV)

Plug-in hybrid (PHEV)

Internal combustion engine (ICE)

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Outlook

Given the ongoing uncertainties in connection with the coronavirus pandemic and numerous supply chain challenges, issuing a forecast for the second half of the year is difficult.

However, strong order books make Komax confident that it will be able to achieve a significantly better result in the second half of 2021 than in the first six months of the year. For the year as a whole, Komax is expecting revenues on a par with the 2019 figure (CHF 417.8 million), with an EBIT margin of more than 8% (2019: 5.8%).

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Contact / Financial calendar

ContactRoger MüllerIndustriestrasse 66036 DierikonSwitzerlandPhone +41 41 455 06 16roger.mueller@komaxgroup.com

komaxgroup.com

Financial calendarPreliminary information on 2021 financial year 25 January 2022Annual media and analyst conference on the 2021 financial results 15 March 2022

Annual General Meeting 13 April 2022

Half-year results 2022 17 August 2022

Komax News PortalTopics and insights from the world of automated wire processing: https://newsportal.komaxgroup.com/en

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Disclaimer

This presentation contains forward-looking statements in relation to Komax which are based on current assumptions and expectations. Unforeseeable events and developments could cause actual results to differ materially from those anticipated. Examples include: changes in the economic and legal environment, the outcome of legal disputes, exchange rate fluctuations, unexpected market behavior on the part of our competitors, negative publicity and the departure of members of management. The forward-looking statements are pure assumptions, made on the basis of information that is currently available.

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QUESTIONS?