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Jefferies

Global Healthcare Conference

London, November 16, 2016

SAFE HARBOR STATEMENT

Forward-looking statements involve risks.

This company presentation contains various statements concerning the future

performance of STRATEC. These statements are based on both assumptions and

estimates. Although we are convinced that these forward-looking statements are

realistic, we can provide no guarantee of this.

This is because our assumptions involve risks and uncertainties which could result

in a substantial divergence between actual results and those expected.

It is not planned to update these forward-looking statements.

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www.stratec.com 3

AGENDA

OVERVIEW AND BUSINESS MODEL

THE IVD MARKET

FINANCIALS

FUTURE GROWTH

Jefferies Global Healthcare Conference


www.stratec.com 4

OVERVIEW AND

BUSINESS MODEL



Overview & Business Model Financials The IVD Market Future Growth

5

STRATEC AT A GLANCE

Market leader in automation solutions for the

diagnostics industry and translational research

~ 980 employees worldwide

More than 13,000 systems with medium to high

throughput installed globally (e.g. DiaSorin’s LIAISON XL |

Hologic/Gen-Probe’s PANTHER | Siemens’ ADVIA Centaur | bioMérieux’s

new VIDAS)

More than 25,000 low throughput systems installed

globally

Revenue € 146.9 million in 2015 (CAGR revenues since IPO: ~18%)

Revenue growth forecasted

to € 175 - € 182 million in 2016

Dividend payments raised over 12 consecutive years

www.stratec.com Jefferies Global Healthcare Conference



6

UNIQUE MARKET POSITION

STRATEC IN THE IVD VALUE CHAIN

Diagnostic Companies

Blood Banks, Laboratories

Patients

STRATEC develops and manufactures fully automated analyzer systems and disposables focusing on the high growth segments in diagnostics

Partners market systems together with reagents and consumables to laboratories, blood banks and hospitals worldwide

Laboratories performing tests and offering service to doctors and patients using reagents from diagnostic companies

Growth drivers:

• Aging population

• Developing healthcare systems world wide

• High volume of new tests




7

STRATEC provides instrumentation, consumables, software and automation solutions

– OEM development and manufacturing

– More than 2,300 fully automated analyzer systems manufactured in 2015

– Wide range of intellectual property rights

Extensive collaboration with partner during design phase

– STRATEC: Engineering / automation, software, QM

– Partner: System / reagent / market requirements

Systems have long market lifecycles

– Leads to longstanding partnerships

– Expanding installed base of systems

– Product enhancement and extension drives value

BUSINESS MODEL



“Simoa HD-1” for Quanterix Consumable for “Simoa HD-1”


8

Long-term agreements with partners

– Milestone payments during development stage

– Operating sales during series production stage

– Continuous revenues from consumable sales

Minimum volume commitment

– Firm purchase orders

– STRATEC an integral part of partners’ plans

Reliable partnership

– Shortened development time

– Integration of analyzer system and reagents

– Agreed development budget & transfer price

– High commitment by both partners

SECURING RETURN ON INVESTMENT



“LIAISON XL” for DiaSorin

“PANTHER” for Hologic


9

EXPANDING THE LAB AUTOMATION VALUE CHAIN



Analyzer

System

Smart

Consumables sample prep

chemistry Software Reagents Consumables Market

access

Diagnostic companies

• Specialized in development and design of polymer consumables / injection molding

• OEM supplier of smart consumables for diagnostics, life sciences and medical technology applications

www.stratec.com


10

DIATRON – EXPANDING THE VALUE CHAIN



Hematology

• Leading global OEM developer

and manufacturer of hematology and clinical chemistry analyzers and related consumables for use in both human and veterinary medicine

• Specialized in the fragmented

markets of decentralized diagnostics

• Revenues of ~€ 34 million in 2015

Laboratory Blood bank

Immunoassay

• LIAISON® XL

(DiaSorin)

• ADVIA Centaur® CP

(Siemens)

• Evolis (Bio-Rad)

• Liaison XS* (DiaSorin)

• …

Immunohematology

• GalileoNEO (Immucor)

• TANGO™ Infinity (Bio-Rad)

• MosaiQ* (Quotient)

• …

Molecular

• Panther™ (Hologic)

• Fusion* (Hologic)

• Simoa (Quanterix)

• Invigenius (platform)

• Pure (platform)

• …

Serology

• MosaiQ* (Quotient)

• High throughput multiplexing instrument*

• …

*under development

www.stratec.com

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THE IVD MARKET




80%

5% 15%

Reagents / Chemistry

Instrument Services

Instrumentation

12

IVD MARKET SEGMENTS / IVD Market: ~ 50 billion USD in 2015

High Throughput

Low Throughput

Total instrumentation

~ 7.5 billion USD

Market by product type

Number of systems



CAGR 2013 - 2018:

IVD Market: 4%

Molecular Diagnostic: 8% Immunodiagnostics: 4%

Hematology: 2% Blood bank: 6%

Source: The worldwide market for In Vitro Diagnostic Tests, 9th Edition.

Market by sector

STRATEC‘s main technologies Other segments of IVD *without blood glucose test devices


OUTSOURCED VS IN HOUSE INSTRUMENTATION MARKET

Total

instrumentation

~ 7.5 billion

USD

13

In House

64 %

Outsourced

36 %

In House

73 %

Outsourced

27 %

2010 2015 2020

In House

56 %

Outsourced

44 %

Source: Own estimates based on historical market data and recent industry trends




14

A SELECTION OF STRATEC CUSTOMERS

Source: IVD News / figures adjusted by acquisitions in 2012 / non-public companies estimated / non-reported sector revenues estimated



GLOBAL TOP 20 IVD COMPANIES Revenues 2014 (USD billion)

1. Roche Diagnostics 8.9

2. Danaher 5.0

3. SIEMENS 4.8

4. Abbott Diagnostics 4.7

5. Thermo Fisher 3.3

6. Alere 2.3

7. Ortho Clinical Diagnostics 1.9

8. Sysmex 1.9

9. bioMerieux 1.7

10. BIO-RAD 1.4

11. BECTON DICKINSON 1.3

12. Hologic / Gen-Probe 1.2

13. CH Werfen 1.0

14. Grifols (incl. Novartis diagnostics business unit) 0.8

15. QIAGEN 0.7

16. Diagnostica Stago 0.6

17. DiaSorin 0.6

18. Agilent / Dako 0.6

19. EUROIMMUN ~0.4

20. Immucor ~0.4

… AND OTHER

GAME-CHANGING COMPANIES

www.stratec.com 15 Jefferies Global Healthcare Conference


FINANCIALS

Overview & Business Model Financials Future Growth The IVD Market

16

FINANCIALS AT A GLANCE



Key figures after the first nine months

www.stratec.com

(in € thousand) Sep 30, 2016 Sep 30, 2015 Change

Sales 126,334 107,200 +17.8%

EBITDA1 22,671 23,368 -3,0%

EBITDA margin (%)1 17.9 21.8 -390 bps

EBIT1 18,391 19,235 -4.4%

EBIT margin (%)1 14.6 17.9 -330 bps

Cons. net income2 15,251 15,916 -4.2%

Earnings per share (€)2 1.29 1.35 -4.4%

1 2016 figure adjusted for one-off items resulting from transaction activities and related reorganization expenses 2 2016 figure additionally adjusted for financing expenses and tax expenses in connection with the acquisitions of the Diatron Group and STRATEC Consumables, for one-off items resulting from the tax audit for the 2009 to 2013 assessment periods, and for tax effects relating to reorganization expenses


0

2.000

4.000

6.000

8.000

10.000

12.000

14.000

2011 2012 2013 2014 2015

17

Service parts

Analyzer systems

Development, service and consulting

Installed base (based on a 5 year average life cycle)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2011 2012 2013 2014 2015

INSTALLED BASE & PRODUCT GROUPS

As of December 31

Installed base Relative share by product group

As of December 31



Trend line


18

SALES


London, November 16, 2016 www.stratec.com

9-Months Sales compared to Annual Sales

€ m

illio

n

9-Months Sales as of 09/30

Annual Sales as of 12/31

9M/2016 Sales • +17.8% to € 126.3 million

• Significant contribution of

Diatron and STRATEC

Consumables

• Slower manufacturing ramp-ups

due to limited customer menu

at launch and incremental

approval processes

87.6 90.8 105.3 107.2

126.3

0

20

40

60

80

100

120

140

160

2012 2013 2014 2015 2016

144.9

128.0 122.4

146.9


19 Jefferies Global Healthcare Conference


As of September 30, 2016

EBIT & EBIT MARGIN

EBIT margin affected by

• Lower margins at the new

subsidiaries

• Hiring of staff in connection

with numerous product

developments

• Postponed benefits of scale

• Sales / earnings catch-up

expected to slowly become

effective after 2013 project

cancellation

EBIT in € million EBIT margin in %

13.4 13.4

17.7 19.2 18.4

10%

11%

12%

13%

14%

15%

16%

17%

18%

19%

20%

21%

22%

0

2

4

6

8

10

12

14

16

18

20

22

24

26

28

2012 2013 2014 2015 2016

2016 figure adjusted for one-off items resulting from transaction activities and related reorganization expenses

17.6 19.5

24.1

26.9

FY EBIT FY EBIT margin (2016: 9M) 9M EBIT

www.stratec.com 20

FUTURE GROWTH




21

• Finalize post merger integration process

• Improve profitability across business (benefits of scale driven by top-line growth)

• Further realize synergies through development activities across STRATEC businesses

• Expand role as developer and manufacturer of instruments, consumables and

software

• Facilitate integration process of instrument and consumables for partners

• Achieve milestones & market launches

• Accelerate development and supply agreement execution

Focus in 2016 and beyond




22

FINANCIAL GUIDANCE



Organic growth (excluding Diatron and STRATEC Consumables acquisitions):

CAGR ~ 6% for 2016 and 2017

FY 2016 FY 2017

Revenues 175 - 182

€ million

205 - 220

€ million

EBIT-Margin 16.0% - 17.5% Slight growth

compared to 2016

23 Jefferies Global Healthcare Conference


THANK YOU

FOR YOUR ATTENTION!

www.stratec.com

THANK YOU

FOR YOUR ATTENTION!

STRATEC Biomedical AG Gewerbestr. 37

75217 Birkenfeld

Germany

Tel: +49 7082 7916-0

Fax: +49 7082 7916-999

www.stratec.com

[email protected]

TICKER Symbol: SBS.DE

Bloomberg: SBS:GR

Reuters: SBSG.DE

ISIN: DE000STRA555

WKN: STRA55

CONTACT

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APPENDIX

STRATEC GROUP

A1 Jefferies Global Healthcare Conference


KEY FIGURES AT A GLANCE

IFRS (€ million) 2011 2012 2013 2014 2015

Sales 116.6 122.7 128.0 144.9 146.9

EBIT 21.8 15.6 19.5 24.1 26.9

EBIT margin (%) 18.7 12.7 15.2 16.6 18.3

Consolidated net income 15.3 12.5 15.5 19.8 22.1

Earnings per share (€) 1.32 1.06 1.32 1.68 1.87

Dividend per share (€) 0.55 0.56 0.60 0.70 0.75

No. of employees 503 533 546 544 583

Total assets 111.0 108.5 117.8 137.8 158.9

Equity ratio (%) 75.0 80.7 82.5 81.3 82.0

Free cash flow 8.3 0.4 13.5 32.9 17.3

AS OF DECEMBER 31



SHAREHOLDER STRUCTURE & SHARE

SHARE IPO Aug. 1998

Capital increase < 10%, Mar. 2002

< 10%, Sep. 2005

Number of shares 11,858,620

Share price (11/07/2016) € 49.80

Market capitalization € 590 million

Fixed and family ownership

(incl. investment companies)

Treasury shares

Retail investors incl. not

identified institutional investors

Institutional investors

SHAREHOLDER STRUCTURE (as of: 12/31/2015)

~ 41.7%

~ 18.2%

~ 40.0%

~ 0.1%



INSTITUTIONAL SHAREHOLDERS

Holder Name Holding

Allianz Global Investors Europe, GER 7.1 %

Threadneedle Asset Management, GBR 5.0 %

Montanaro Asset Management, GBR 4.8 %

OppenheimerFunds, USA 3.0 %

Financiere de l‘Echiquier, FRA 2.9 %

BNP Paribas Investment Partners Belgium, FRA 2.8 %

ING Investment Management Advisors, NED 1.7 %

Skandinaviska Enskilda Banken, DEN 1.5 %

Norges Bank Investment Management, NOR 1.4 %

JPMorgan Asset Management, GBR 1.2 %

Comgest, FRA 0.9 %

Henderson Global Investors, GBR 0.8 %

Credit Suisse, SUI 0.6 %

Deutsche Asset & Wealth Management Investment, GER 0.6 %

Lupus alpha Asset Management, GER 0.5 %

TOP 15 AS OF DECEMBER 2015



ANALYST COVERAGE

Berenberg Bank

Dr. Scott Bardo

Phone: +44 20 32077869

Deutsche Bank

Gunnar Romer

Phone : +49 69 91031917

HSBC Trinkaus & Burkhardt

Jan Keppeler

Phone : +49 211 9102446

Landesbank Baden-Württemberg

Volker Stoll

Phone : +49 711 12770568

M.M.Warburg & CO

Michael Heider

Phone: +49 40 309537 280

DZ Bank

Sven Kürten

Phone : +49 69 744792072

Kepler Cheuvreux

Oliver Reinberg

Phone : +49 69 75696140

METZLER Capital Markets

Alexander Neuberger

Phone: +49 69 2104 4366

Oddo Seydler Bank

Igor Kim

Phone: +49 69 977845615



FINANCIAL CALENDAR 2016

11/16/2016 Jefferies London Healthcare Conference, London, UK

11/17/2016 HSBC Healthcare Day, Frankfurt, GER

11/21-23/2016 Deutsche Börse German Equity Forum, Frankfurt, GER

12/07/2016 Berenberg European Conference, Pennyhill, UK

Subject to confirmation and amendments



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