INVESTORCALL.On the internal separation and potential public listing of the Product Information business area

2021-09-09

Rationale

Process forward

Product Information

Engineering & Digital Services

Agenda

Clear rationale.

• Separate, attractive offerings

• Decentralised organisations

• Stronger focus on each operation

• Increased flexibility with more empowered teams and

a simplified structure

• Good profitability levels and financial position

• Positive outlook for growth

Aims to maximise growth

and value creation

NEED FOR

DISRUPTIVE & SUSTAINABLE

TECHNOLOGICAL INNOVATION

= GROWTH POTENTIAL

Faster adaptation to market trends.

Increasing investments in

new technology

Servitization and changing

customer behaviours

Speed to market is

record high

Need for industry specific

know-how and solutions

Increased product complexityHigher strategic focus on the

aftersales solutions

The digital transformation

is accelerating

Higher sense of urgency related

to sustainability matters

Main growth drivers

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DIGITALISATION SUSTAINABILITY

Digital hub for transforming products and services.

Advanced engineering of product and production development.

Strategic design and innovation for sustainable business.

Product information solutions for complex products and systems.

What we do.

What happens now?

• Business as usual – strategies remain for each business area

• Project team to focus on executing internal separation

• We will explore possibilities for a potential separate public listing of Product

Information (Lex Asea)

• More information will be provided in connection with the Year-end report for 2021,

in February 2022

• No guarantee that a public listing of the Product Information business area will

take place

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ABOUTPRODUCT INFORMATION.

We make complex products and systems easy to operate and

maintain.10 | Semcon Product Information

A leading, international service provider.

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SEK 600 m2021 June RTM

Net sales

15 % 2021 June RTM

EBIT margin*

• Presence in five countries and

16 locations

– Sweden, UK, Germany, Hungary

and China

• About 800 employees

• High degree of managed service

and solution-based deliveries

• Multi-site delivery strategy,

using skills centres

* As reported in financial reports, within current Group structure.

Our solutions improve users’ experience of complex technology.

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Semcon Learning is today the largest digital training provider in Scandinavia.

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Digitalisation is changing user groups’

behaviours and expectation on information.

Personalised

Visually appealing

Always accessible

Relevant filtered

content

Up-to-date

Real-time content

VIN-specific content

Intelligent

User

groups

Mobile/App

Onboard

Online/portal

PDF/Printed

Mixed reality

devices (AR/VR)14 |

Expectations on information

Information architecture, production

system and distribution platform

Operator and service

information for AGCO

Product information

for new electric taxi

Non-core for our customers – Introducing innovation, high quality and efficiency.

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Epiroc’s strategy for

digitalisation of

technical information

Owner’s info and

digital distribution

for Volvo Cars

User manuals and

digital learning for

Baxter

Micro-learnings for

Bombardier

ABOUTENGINEERING & DIGITAL SERVICES.16 |

PHYSICAL

DIGITALand advanced engineering skills

We combine digital excellence

Uniting physical and digital worlds

Many can do this separately, only

a few can improve them together

A strong Nordic footprint with an international presence

Norway

Sweden

UK

Brazil

SEK 1,004 m2021 June RTM

Net sales

9 % 2021 June RTM

EBIT margin*

* As reported in financial reports,

within current Group structure.

What we do

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Strategic Design& innovation

Advanced engineering

Production optimization

Digital services

Advisory services Project & Quality Management

Need for sustainable innovation a significant growth driver

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App for the Swedish

Rescue Mission

Carbon footprint of

catheter cut in half

New electric

delivery truck

Proactive cleaning

of ships

Renewable solar

energy

Partnership for

green fuel cells.

• Complements and strengthens our

existing digital offering

• Approx. 100 new colleagues with

expertise in software

development and agile change

management

• New customers and industries

• FY 2020 net sales of SEK 105 m

The acquisition of Squeed.

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Part of our growth journey

SEMCON’S FINANCIAL CALENDAR 2021/2022

Interim report January-September 2021 October 19, 2021, 08.00

Year-end report 2021 February 9, 2022, 08.00

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IF YOU WOULD LIKE TO ASK A QUESTION

TELEPHONE: please press zero one (01) on your telephone keypad

ONLINE: please use the e-mail icon on your screen (below speakers)

Q&A

Questions?Please get in touch:

Kristina Ekeblad, IR manager

Email: kristina.ekeblad@semcon.com

Telephone: +46 (0)704 130 926

PEOPLE FIRST. THEN TECHNOLOGY.

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