FUCHS GROUP

New Thinking

| FUCHS Capital Market Day, June 2018

| Stefan Fuchs, CEO

| Dagmar Steinert, CFO

FUCHS at a glance

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More than 5,000employees

Preference share is listed

in the MDAX 58 companies worldwide

€2.5 bn

sales

No. 1among the independent

suppliers of lubricants

The Fuchs family holds

54% of

ordinary shares

A full range

of over

10,000lubricants and related

specialties

Established 3generations ago as a

family-owned business

Full-line supplier advantage

Industrial lubricants

~55%e.g. Industrial oils, MWF/CP* and greases

Automotive lubricants

~45%e.g. Engine & gear oils, hydraulic oils, shock absorber fluids, etc.

Sales 2017: €2.5 bn

(~80% international)by customer location

100,000 customers in more than 150 countries

Heavy Duty Steel & Cement Aerospace Agriculture industry Wind energy Food

MiningConstructionEngineeringManufacturingCar industry Trade, Services &

Transportation

*metalworking fluids/corrosion preventives

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Well balanced customer structure

Top 20 Customers account for ~ 25% of 2017 sales

19%

29%

9%

29%

7%7%

Sales 2017:€2.5 bn

Industrial goods manufacturing

Vehicle manufacturing

Energy and mining

Trade, transport and services

Agriculture and construction

Engineering / Machinery construction

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FUCHS‘ Strategy

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Profitable Growth:

Internationalization of core activities

Local production in 33 plants

Agile network structure based

on common values

People:

▪ Employer

Branding

▪ Culture

▪ Talent-

management

▪ Learning

Utilize disruptions like

e-mobility, digitalization, etc.

as an opportunity

Global

standards,

processes

and branding

Employer Branding – FUCHS as employer brand

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Investment in the futureR&D, capex, regular amortisation & depreciation

70

52 50

93

105

28 30

39

4753

0

20

40

60

80

100

120

2013 2014 2015 2016 2017

Capex Regular amortisation/depreciation

39

9

€ mn

PPA

0

5

10

15

20

25

30

35

40

45

50

2013 2014 2015 2016 2017

R&D expenses 2017: €47 mn Capex 2017: €105 mn

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Investment initiative

Growth/replacement/efficiency

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▪ For 2016 - 2018 around €300 mn capex was planned with focus on the expansion of Mannheim,

Kaiserslautern and Chicago as well as new plants in China, Australia and Sweden. As of today

we expect capex to be ~ €340 mn.

▪ From today‘s perspective more than €100 mn p.a. will be spent on growth and replacement

investments as well as efficiency improvements in the years 2019 - 2021.The focus is on the

expansion of the German, Chinese and US plants. Background is the significant volume

increase, technological changes and a changed product mix.

▪ From 2022 onwards, investments should be back on par with the scheduled increased annual

amortization/depreciation.

Maintenance capex amounting to the level of amortization/depreciation

“3C grease commitment”

Grease plant Harvey, IL/USA

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Investment initiative

Beresfield (Newcastle), Australia

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Investment initiative

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0

50

100

150

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

€ mn

Highlights Q1 2018

Sales +4%

to € 643 mn

Outlook 2018 unchanged

▪ Sales +3% to +6%

▪ EBIT +2% to +4%

▪ Investments of around € 140 mn

▪ Strong organic growth across all three regions:

Europe, Asia-Pacific, Africa and Americas

▪ Negative FX effect impacting sales and EBIT

EBIT currency related

down by 2% to €92 mn

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Regional sales growth Q1 2018

Q1 2017

(€ mn)

Q1 2018

(€ mn)Growth Organic External FX

Europe 368 396 +8% +9% - -1%

Asia-Pacific, Africa 181 199 +10% +18% - -8%

Americas 104 95 -9% +7% - -16%

Consolidation -35 -47 - - - -

Total 618 643 +4% +10% 0% -6%

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Income statement Q1 2018

€ mn Q1 2017 Q1 2018 Δ € mn Δ in %

Sales 618 643 25 4.0

Gross Profit 226 225 -1 -0.4

Gross Profit margin 36.6 35.0 - -1.6 %-points

Other function costs -137 -136 -1 0.7

EBIT before at Equity 89 89 0 0.0

At Equity 5 3 -2 -

EBIT 94 92 -2 -2.1

Earnings after tax 66 67 1 1.5

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Development EBIT – Cost of Capital – FVA

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86

129

161

195

172180

250264

293

312 313

342

371 373

4958 61 59 62 63 67

78 85 9083

96113

123

37

71

100

137

110 117

183 186

208222

230246

257250

0

50

100

150

200

250

300

350

400

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

EBIT

Cost of capital

FVA

€ mn

Cash flow Q1 2018

€ mn Q1 2017 Q1 2018

Earnings after tax 66 67

Amortization/Depreciation 13 14

Changes in net operating working capital (NOWC) -25 -33

Other changes 2 -9

Capex -14 -18

Free cash flow before acquisitions 42 21

Acquisitions - -1

Free cash flow 42 20

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Net operating working capital (NOWC)*

21.0%

19.9%

21.0%21.3%

21.8%22.3% 22.3%

18.0%

19.5%

21.0%

22.5%

300

350

400

450

500

550

600

2012 2013 2014 2015 2016 2017 Q1 2018

NOWC (in € mn) NOWC (in %)

77

NOWC (in days)

73

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* In relation to the annualized sales revenues of the last quarter

78

81

79

77

82

Inventories/days 79 75 76 80 84 84 81

Debtors/days 52 53 56 54 57 56 58

Payables/days 39 43 43 42 48 45 45

Q1 2018 earnings summary

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▪ Strong organic growth across all regions, particularly in Asia-Pacific, Africa

▪ Strong negative FX-effects impacting sales and earnings; This effect will most likely weaken over the

course of the year

▪ Before currency translation increase in gross profit as a result of higher sales prices and volumes

▪ Increase in earnings after tax; tax rate decreased to 28% (31) due to lower withholding tax for dividends

and due to the American tax reform

▪ Capex increase according to plan (€ 140 mn for the full year 2018)

Outlook 2018

Performance indicator Actual 2017 Outlook 2018

Sales € 2,473 mn +3% to +6%

EBIT € 373 mn +2% to +4%

FUCHS Value Added € 250 mn At previous year‘s level

Free cash flow before acquisitions € 142 mn At previous year‘s level

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Breakdown ordinary & preference shares(December 31, 2017)

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Fuchs family54%

Free float46%

Free float100%

Basis: 69,500,000 ordinary shares

Ordinary shares Preference sharesMDAX-listed

Basis: 69,500,000 preference shares

Characteristics:

▪ Dividend

▪ Voting rights

Characteristics:

▪ Dividend plus preference profit share (0.01€)

▪ Restricted voting rights in case of:

▪ preference profit share has not been fully paid

▪ exclusion of pre-emption rights (e.g. capital

increase, share buyback, etc.)

Stable dividend policy

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

€ mn

0.25

0.91

0.00

0.10

0.20

0.30

0.40

0.50

0.60

0.70

0.80

0.90

1.00

Payout Ratio 2017: 47%

Dividend per Preference Share Market Capitalization

Our target: Increase the absolute dividend amount each year or at least maintain previous year’s level.

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Disclaimer

The information contained in this presentation is for background purposes only and is subject to amendment, revision and

updating. Certain statements and information contained in this presentation may relate to future expectations and other

forward-looking statements that are based on management’s current views and assumptions and involve known and

unknown risks and uncertainties. In addition to statements which are forward-looking by reason of context, including

without limitation, statements referring to risk limitations, operational profitability, financial strength, performance targets,

profitable growth opportunities, and risk adequate pricing, other words such as “may, will, should, expects, plans, intends,

anticipates, believes, estimates, predicts, or continue”, “potential, future, or further”, and similar expressions identify

forward-looking statements. By their nature, forward-looking statements involve a number of risks, uncertainties and

assumptions which could cause actual results or events to differ materially from those expressed or implied by the

forward-looking statements. These factors can include, among other factors, changes in the overall economic climate,

procurement prices, changes to exchange rates and interest rates, and changes in the lubricants industry. FUCHS

PETROLUB SE provides no guarantee that future developments and the results actually achieved in the future will match

the assumptions and estimates set out in this presentation and assumes no liability for such. Statements contained in this

presentation regarding past trends or activities should not be taken as a representation that such trends or activities will

continue in the future. The company does not undertake any obligation to update or revise any statements contained in

this presentation, whether as a result of new information, future events or otherwise. In particular, you should not place

undue reliance on forward-looking statements, which speak only as of the date of this presentation.

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