Thyssenkrupp Investor Presentation — August 2019

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Charts on Q3 2018/19

Ticker: TKA (Share) TKAMY (ADR )

| August 2019Highlights Q3 –Financials

1. Numbers in brackets compared to Q3 FY 17/18 / adjusted for F/X and portfolio changes l 2. Potential cash out for cartel proceedings at Steel Europe not yet considered Q3•Order intake €10,219 mn(-3%/-4%)1–growth at CapGoods , but volume and price induced declines at Materials

•EBIT adj. €226 mn(-32%/ -34%)1–improvements at ET, CT -Industry, Corporate offset by margin compression

particularly at auto -related and Materials businesses

•FCF bef. M&A €(92) mn–sig. improved yoy;however ytdmore negative due to NWC requirements,

particularly at auto -related and Materials businesses

Outlook•Sales on prior year level (unchanged) ;declines at Materials businesses offset by growth at CT, ET, IS

•EBIT adj. ~€0.8 bn(prior: € 1.1 -1.2 bn); neg. price/costs and volume effects (>€700 mn) at auto -related and

Materials businesses

•FCF bef. M&A in line with lowered EBIT adj. expectation: >€1 bnnegative2(prior: high 3 -digit million negative) •Slowing macro with pronounced auto demand weakness in Europe and particularly China

•Significant iron ore price disruptions

•Import pressure on structurally oversupplied European flat steel market Trading

| August 2019FLEXIBLE PORTFOLIOnewtk –concept for performance and value supporting mid -term targets

Value -driven exploitation of

consolidation opportunitiesValue -driven

SE, MX CT-Auto, IS, MS, BG & FT

Efficient repositioning

Consolidation still sensible, but

on a large scale currently not

possible (EU Commission)

•Materials Services:

Assessing consolidation options•CT-Auto: Development of a strong

•Industrial Solutions:

•Open to new, value creating

options: partnerships and

combinations in respective marketsPERFORMANCE FIRST; EFFICIENT ORGANIZATION

Majority Stake Open for

different ownership structures

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