Thyssenkrupp Investor Presentation — February 2019

Document content

Charts on Q1 2018/19

Ticker: TKA (Share) TKAMY (ADR )

| February 2019 Content

•Joint Venture with Tata Steel Europe slides 17 -19

•Group overview slides 21 -26 •Quarterly Update (November 12th ) – Q1 slides 03 -15

•Facts & Figures slides 28 -60 3

| February 2019 Highlights Q1 2018/19

Start in FY 2018/19 as expected for Continuing Operations

•Order intake of €8,131 mn [€7,690mn2] – strong start with all industrial businesses up yoy, ET at new record high

•EBIT adj. of €168 mn [€265 mn2] – CT and MX with market headwinds

•FCF bef. M&A of €(1,641) mn [€(1,097) mn2] – higher NWC build -up mainly at MX Group separation into tk Industrials and tk Materials on schedule

•Decision on efficient leadership structures with clear focus on individual business requirements; Corp. cost target in total ≤ €300 mn

•Johannes Dietsch new Group CFO since February 1st, 2019

•Leadership teams at ET, IS and MX completed

Further progress with planned Steel Joint Venture with Tata Steel

1. In total notification requirements in17 jurisdictions ; unconditional approvals in the USA, China, Southkorea and Brazil received l 2. Figures relating to Q1 2017/18 Outlook FY 2018/19 for continuing operations confirmed, increasing macro and political risks must be monitored •Future joint leadership team announced

•Merger control process – further approvals obtained in Q11 4

| February 2019 Order intake1 – strong start with all industrial businesses up yoy, ET at new record high

•CT: Improved conditions for bearings (wind), robust conditions for

construction equipment and heavy vehicles components vs. softer

demand for automotive components

•ET: New record high, NI demand mainly from AP with big tickets in

China, Australia and Americas ; Europe driven by modernization

•IS: Improvement mainly due to orders at Chemical plants (Fertilizer

plant) and Mining (stacker, reclaimer )

•MS Extension of existing contract, smaller service & maintenance

•MX: Lower volumes yoy, softer spot prices qoq

•SE: Above prior year level, despite significantly lower volumes

1. Prior -year figures have been adjusted due to the adoption of IFRS 15 | 2. Adjusted for FX and portfolio effects l 3. Incl. Corp./Cons Group Q1 17/18: (419); Q1 18/19 (444) | 4. Including Steel Europe, thyssenkrupp MillServices & Systems GmbH from Materials Services

and in the prior year individual Corporate companies