Accounts press conference / Analysts’ meeting Frankfurt/Main, 25 June 2015

1.Business model

2. Portfolio development and M&A

3. Financial year 2014/2015

4. Financial year 2015/2016

5. The GESCO share

Overview

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GESCO – an industrial group shaped by SMEs with market and technology leaders

Tool manufacturing/mechanical engineering and plastics technology

segments

Currently 17 operating subsidiaries under the GESCO AG umbrella

We think and act sustainably and in an entrepreneurial manner.

We are active in established industries with innovative technologies.

We provide technology “Made in Germany” to the world’s markets.

GESCO consists of flexible, independently operating and managed units that benefit from belonging to a strong group.

1. The business model

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1. The business model

The GESCO AG investment philosophy Acquisition and development of industrial SMEs Long-term orientation, no intent to exit Majority takeover, usually 100 % Usually as part of succession planning New managers hold a share of up to 20 % in their companies

(“entrepreneurial companies”)

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January 2015: Setter Group acquires Setterstix Corp. / USA

Setterstix is the leading US producer of paper sticks for the confectionary industry with approx. € 10 m sales and 40 employees

GESCO subsidiary Setter is market leader for paper sticks for the hygiene industry in the US acquisition rounds off Setter’s position in the US market perfectly

The companies have common origins, but

have been separate companies for decades

2. Portfolio development and M&A

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Current situation with regard to M&A On the one hand: M&A in the “good” SME sector is currently

a seller’s market A lot of available funds, low interest rates, few attractive investment

opportunities

Comparably small number of interesting SMEs

On the other hand: The market continues to be strongly fragmented at all levels (sellers, intermediaries, buyers), there are still interesting opportunities

GESCO strengthened its team in September 2014 (Christoph Borges, Head of M&A)

2. M&A

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3. Financial year 2014/2015

Financial year 2014/2015

Demand was satisfactory, but there was significant downward pressure on earnings – all in all a disappointing year Keep in mind:

GESCO AG and GESCO Group financial year = 1 April to 31 March

Subsidiaries’ financial year = calendar year

Financial statement 2014/2015 encompasses calendar year 2014 in operating terms Financial statement 2015/2016 encompasses calendar year 2015 in operating terms

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3. Financial year 2014/2015

The economic climate German GDP 2014 +1.5 % German Mechanical Engineering Association (Verband Deutscher

Maschinen- und Anlagenbau – VDMA): Increase in production 1 % (original forecast: 3 %)

Association of Plastic Goods Producers (Gesamtverband Kunststoffverarbeitende Industrie e. V. – GKV): Sales +2.6 %

GESCO Group Slight increase in incoming orders Sales unchanged, slight reduction in organic sales Frank Walz- und Schmiedetechnik GmbH’s sales and earnings

were negatively affected by the Ukraine/Russia crisis The two companies that are being restructured, MAE and Protomaster,

had a negative effect on earnings (announced at the 2014 annual accounts press conference) significant decrease in group earnings

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3. Financial year 2014/2015

Negative impact 1: Protomaster GmbH

Manufacturer of sheet metal forming tools Production of body parts and assemblies for small and medium series

using those tools

2014/2015 Increased business volume from contracts concluded in previous years,

challenges due to the complexity and numbers of parts; tool manufacturing partially carried out by third parties; installation of semi-automatic production systems; many external specialists and workers

Significant negative impact on the organisation, high costs leading to a large loss

2015/2016 Production ramped up Goal: Further development of the organisation, transformation from a

producer of prototypes to a small and medium-sized series manufacturer, reduction of external support, cost optimisation

Continued negative effects on results, a further loss-making year 9

3. Financial year 2014/2015

Negative impact 2: MAE Maschinen- und Apparatebau Götzen GmbH World market leader in the market for automatic straightening machines

and wheel presses

2014/2015 Strong growth in previous years driven by innovation, therefore new

construction of administrative and production buildings Development machines from previous years tie up considerable staff

resources Organisational realignment to a consistently higher level of sales Delays in the processing of new orders, resulting in a decrease in sales,

significant loss

2015/2016 Processing of the development machines will be completed Organisational development will be largely completed Positive demand on customers' side Continued negative effects on results, significantly reduced loss 10

3. Financial year 2014/2015 Group key figures

2013/2014

2014/2015

Change

Incoming orders € million 435.6 448.8 3.0 %

Group sales € million 453.3 451.4 -0.4 %

Group EBITDA € million 48.7 46.2 -5.2 %

Group EBIT € million 32.0 27.3 -14.7 % Earnings before tax € million 29.0 24.6 -15.4 % Income taxes € million 9.3 10.4 12.3 % Earnings after tax € million 19.8 14.2 -28.4 % Group net income for the year after minority interest

€ million

18.1

12.4

-31.8 %

Earnings per shares acc. to IFRS

€

5.45

3.72

-31.8 %

Cash flow € million 36.6 33.1 -9.6 % Employees No. 2,360 2,465 4.4 %

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50

100

150

200

250

300

350

400

450

31.03.2014 31.03.2015 31.03.2015 31.03.2014

Current liabilities

Non-current liabilities

Equity capital

Liquid assets

Receivables and other assets

Inventories

Non-current assets

Assets Equity and liabilities

in € million

3. Financial year 2014/2015 Group balance sheet structure

119

81

39

141

135

73

35

183

104

117

177

89

114

404 404

161

380 380

Equity ratio 45.3 % € 31 million investment

Adequate liquid assets Net liabilities to banks to EBITDA: 1.7 12

4. Financial year 2015/2016

Initial situation and expectations Economic forecasts indicate growth

(GDP:+2.1 %, VDMA: Increase in production +2 %, GKV: Sales +2.6 %)

Frank Walz- und Schmiedetechnik GmbH: Continued weakness in the agricultural technology sector due to Russia/Ukraine etc.

SVT GmbH: low energy prices lead to restraint in investments of the oil industry decreasing demand for SVT GmbH’s loading arms

Tool manufacturers are expecting decreases in results, partly due to cyclical effects

Restructuring measures at two companies continue to have a negative effect on earnings

Among others, Dörrenberg, Setter, Haseke and CFK are operating at a satisfactory level

Overall sales within the GESCO Group should increase organically, further inorganic growth will be contributed by Setterstix, but margins continue to be far too low

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4. Financial year 2015/2016

Q1: Very high level of incoming orders, continued poor results

Includes operations at the subsidiaries from January to March 2015

Incoming orders totalled approx. € 146 million (Q1 of previous year € 126.7 million): +15 % (organic +13 %)

Sales totalled approx. € 119 million (Q1 of previous year € 109.5 million): +9 % (organic +6 %)

Book-to-bill therefore considerably higher than 1, but incoming orders include major contracts partly relating to the following year cannot be projected for the year as a whole

Orders backlog at the end of Q1 approx. € 208 million

Q1 earnings continue to be negatively impacted by the two companies that are being restructured, in particular

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4. Financial year 2015/2016

2014/2015 Actual figures

2015/2016 Target

Change

Group sales € million 451.4 480 to 490 6.3 % to 8.5 %

Group net income for the year after minority interest

€ million 12.4 12.5 to 14.0 1.2 % to 13.4 %

Earnings per share acc. to IFRS

€ 3.72 3.76 to 4.21 1.2 % to 13.4 %

Target figures

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Summary: Overall, we expect satisfactory demand in 2015/2016

The two restructuring measures continue to have a

negative effect on earnings

We are working to solve those issues as rapidly as possible

2015/2016 should be better than 2014/2015 –

but we haven’t turned the corner yet

4. Financial year 2015/2016

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5. The GESCO share

The GESCO share as an underperformer Share price development in financial year 2014/2015:

+0.3 % (SDAX +17.4 %)

Share price development in calendar year 2014: -0.1 % (SDAX +5.9 %)

Proposed dividend of € 1.75 per share (previous year € 2.20) – distribution ratio slightly above our guideline value of 40 % of EPS

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Free float: 86.4 %

Stefan Heimöller, entrepreneur, member of supervisory board: 13.6 %

Investmentaktiengesellschaft für langfristige Investoren TGV: 6.4 %

Dividend policy: payout ratio approx. 40 % of Group net income after minority interest

5. The GESCO share

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13.6% Stefan Heimöller

6.4% Investmentaktiengesellschaft für langfristige Investoren TGV

36% Other institutional investors

44% Private investors

5. Share price development (in %) – 1 and 5 years

GESCO vs. SDAX, 1 year GESCO vs. SDAX, 5 years

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─ GESCO ─ SDAX

80

85

90

95

100

105

110

115

120

80

100

120

140

160

180

200

220

240

5. Share price development (in %) – 10 years

GESCO vs. SDAX, 10 years

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─ GESCO ─ SDAX

0

100

200

300

400

Founded: 1989 Share capital: € 8,645,000 Shares: 3,325,000 registered shares Free float: 86.4 % Stock markets: Xetra; Frankfurt (regulated market); Berlin, Düsseldorf, Hamburg, Hanover, Munich, Stuttgart (open market) Sec. identification number: A1K020 ISIN: DE000A1K0201 IPO: 24/03/1998 Index: SDAX End of financial year: 31 March Designated sponsors: equinet Bank AG Oddo Seydler Bank AG

Facts and figures on GESCO AG

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Financial calendar and investor relations contact

Financial calendar

25 June 2015 Annual Accounts Press Conference and Analysts’ Meeting

14 August 2015 Q1 figures (01.04. to 30.06.2015)

18 August 2015 Annual General Meeting

13 November 2015 Q2 figures (01.04. to 30.09.2015)

February 2016 Q3 figures (01.04. to 31.12.2015)

30 June 2016 Annual Accounts Press Conference and Analysts’ Meeting

August 2016 Q1 figures (01.04. to 30.06.2016)

25 August 2015 Annual General Meeting

November 2016 Q2 figures (01.04. to 30.09.2016)

Investor Relations

GESCO AG Phone: +49 202 24820-18 Investor Relations Fax: +49 202 24820-49 Oliver Vollbrecht E-mail: info@gesco.de Johannisberg 7 Internet: www.gesco.de 42103 Wuppertal

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