1. Annual General Meeting
GESCO SE
Financial year 2022
Essen 06/12/2023

2. Our
Successful
Alignment with

3. It is about
and

4. BAV
18
16
Protomaster
17
Protomaster
12
11
Ackermann
12
09
07
06
05
Camsoft
Ehrfeld
OPS
Planet ID
Silicon Vision
03
02
Paroll
Steiner
02
KKT
04
Alro
01
Camsoft
Ehrfeld
KKT
OPS
01
Elba
00
Planet ID
Silicon Vision
00
Fastenrath
Oeger
Weddigen
97
Oeger
Tomfohrde
93
04
Steiner
91
Alro
94
99
Gewerbepark
06
15
14
90
Fasternrath
Eupaco
Molineus
89
05/22/1989 Foundation
IPO
Elba
98
03/24/1998 IPO
97
Gewerbepark
92
Ackermann
96
95
Paroll
Weddigen
22
21
1998
1989 2023
20
Beier
Dömer
FRANK
Modelltechnik
CFK
VWH
21

5. IN AGILITY

6. for high
CHANGE-
SPEED

7. 1. CORE ELEMENT
resistant &
robust portfolio

8. 2. CORE ELEMENT
extensive
business model know-how

9. 3. CORE ELEMENT
Internationalisation

10. 4. CORE ELEMENT
Sustainability

11.  Grow inorganically
 Portfolio Roadmap
 Buy & Build Program
 Direct approaches &
Expand network
HIDDEN
CHAMPIONS
PORTFOLIO
ARCHITECTURE
 CANVAS
 MAPEX
 OPEX
 DIGITEX
 LEADEX

12. geared to

14. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
14
GESCO
SE
–
Hauptversammlung
12.06.2023
14
CANVAS 2020
LEADEX 2022
€ 15 m
MAPEX - NEW DEVELOPMENT OF GRINDING MACHINES
FOR ESTABLISHED APPLICATIONS
MAPEX - NEW APPLICATION FOR BAND SAW GRINDING
MACHINES IN THE FOOD SECTOR OPENED UP
MAPEX - NEWLY DEVELOPED CONSTRUCTION KIT
REDUCES TIME TO MARKET BY 60%
OPEX - MODULAR SYSTEM COMMON PARTS STRATEGY
CREATES COST ADVANTAGES THROUGH BUNDLING
EFFECTS
DIGITEX - KESEL CONNECT OFFERS CUSTOMERS 24/7
SERVICE WITH "AMAZON" LOOK AND FEEL
DIGITEX - AUGMENTED REALITY PROJECTS MACHINES
ONTO THE PRODUCTION FLOOR
EMS in 2022
+ 13,5%
Result since 2018
+ 18%
Efficiency since
2018
# 1 in the world
for saw band milling
machines
66%
World market share
Milling Band saw blades
> 73%
from kit
KESEL
Safely on track

15. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
15
GESCO
SE
–
Hauptversammlung
12.06.2023
15
MAE
Trains run smoothly with our support
CANVAS - REDUCTION AUTOMOTIVE AND EXPANSION
MOBILITY RAIL TRANSPORT
MAPEX - INTERNATIONALISATION THROUGH NEW
DISTRIBUTION NETWORK WITH LOCAL PARTNERS
MAPEX - OUR WHEELSET PRESSES KEEP TRAINS
RUNNING SAFELY ALL OVER THE WORLD  NEW YORK,
SYDNEY AND NOW SHANGHAI
MAPEX - REDUCTION OF ENERGY CONSUMPTION OF
OUR WHEELSET PRESSES >40% THROUGH PATENTED
BIPAC NEW DEVELOPMENT
DIGITEX - NEW CONTROL SYSTEM FOR WHEELSET
PRESSES EXTENDS CUSTOMER BENEFITS
- 26%
Sales since 2018
+ 34%
Margin increase
since 2018
- 4%
Efficiency through
product shift
# 1 in the world
for wheelset presses +
straightening machines
+ 48%
sales with
wheelset presses
> 50%
Reduction
automotive share
CANVAS 2018
MAPEX 2021
LEADEX 2022

16. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
16
GESCO
SE
–
Hauptversammlung
12.06.2023
16
CANVAS - FOCUSED ON 4 SECTORS: SEMICONDUCTOR /
HEALTHCARE / ENERGY & ENVIRONMENTAL / FOOD &
BEVERAGE
CANVAS - GLOBAL GROWTH OF WAFER PRODUCTION
PLANTS OFFERS OPPORTUNITIES
MAPEX - POSITIONING AS A STRATEGIC PARTNER FOR
PLANT DEVELOPMENTS
MAPEX - MARKET ENTRY USA WITH ESTABLISHED
CUSTOMER WITH BIOTECH CONTAINERS
OPEX - 40% REDUCTION IN TIME TO MARKET FOR
PRESSURE PIPES
+ 70%
sales since 2018
+ 140%
Result since 2018
+ 31%
Efficiency since
2018
# 1 in the world
for pressure pipes +
biotech containers
+ 186%
Facilities since 2018
+ 274%
Biotech Container
since 2018
CANVAS 2019
OPEX 2019
LEADEX 2022
INEX - solutions
Wafers for the world

17. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
17
GESCO
SE
–
Hauptversammlung
12.06.2023
17
DÖRRENBERG
Solutions in Tool Steel
CANVAS - TRANSFORMATION OF THE CUSTOMER
STRUCTURE IN THE FOUNDRY FROM AUTOMOTIVE TO
MECHANICAL ENGINEERING
MAPEX - INTERNATIONALISATION CONTINUES TO
EXPAND - FOCUS ON USA BUSINESS
MAPEX - PORTFOLIOEXPANSION OF STEEL TRADING IN
PLASTIC MOULD MAKING AND PRECISION FLAT STEEL
DIGITEX - E-PROCUREMENT IN TOOL STEEL MADE EASY
213 m €
sales in 2022
+ 5%
Result since 2018
+ 1%
Efficiency since
2018
# 1 in the world
as a full-range
supplier in tool steel
- 80%
CO2 savings through
own Green Steel Prod.
50%
Automotive sales
Foundry transformed
CANVAS 2020
MAPEX 2021
DIGITEX 2022
LEADEX 2022

18. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
18
GESCO
SE
–
Hauptversammlung
12.06.2023
18
PICKHARDT & GERLACH
SMART into the future
MAPEX - COFIN® - BRAKE LINE TAPE FOR
E-MOBILITY - FOR YOUR SAFETY
MAPEX - EMONI® - HIGHER EFFICIENCY FOR BATTERIES
WITH SIMULTANEOUS CO2 SAVINGS
OPEX - WE SECURE GROWTH THROUGH EFFICIENCY
INCREASES AND CAPACITY EXPANSION
DIGITEX - ALWAYS NETWORKED - OUR PRODUCTS WITH
OUR PARTNERS
MAPEX - COFIN® - TECHNICAL COPPER SURFACES IN
EVERY HOUSE SUPPLY - RCD CIRCUIT BREAKER
+ 95%
sales since 2018
+ 26%
Result since 2018
+ 70%
Efficiency since
2018
# 1 in the world
for brass coatings
2.500 ton
Brake lines COFIN®
since 2018
116 ton
CO2 saved (EMONI® )
since 2018
CANVAS 2019
MAPEX 2020
OPEX 2021
DIGITEX 2022
LEADEX 2022

19. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
19
GESCO
SE
–
Hauptversammlung
12.06.2023
19
SVT
Focus: Hydrogen
CANVAS - STRATEGIC ADD-ON ACQUISITION IN LOW
COST COUNTRY STRENGTHENS COST POSITION
MAPEX - SUPPORTING THE ENERGY TRANSITION,
SOLUTIONS FOR HYDROGEN AND CARBON CAPTURE &
STORAGE
MAPEX - AROUND THE GLOBE FOR THE CUSTOMER -
WITH HUBS IN USA AND SINGAPORE
OPEX - FOCUSING ON CORE COMPONENTS AND
OPTIMISING ASSEMBLY PROCESSES ENABLES SPACE
SAVINGS
DIGITEX - REMOTE SERVICE AND 24/7 SPARE PARTS
SUPPLY
54.0 m €
sales in 2022
+ 47%
Sales since 2018
+ 38%
Efficiency since
2018
# 2 in the world
for loading systems -
# 1 for LNG
+ 60%
Increase in space
efficiency since 2018
> 2.300
Ship loading
systems supplied
CANVAS 2021
OPEX 2021
MAPEX 2022
DIGITEX 2022
LEADEX 2022

20. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
20
GESCO
SE
–
Hauptversammlung
12.06.2023
20
ASTROPLAST
Products for life from sustainable
plastics production
CANVAS 2021
MAPEX 2022
LEADEX 2022
CANVAS - FOCUS ON CIRCULAR ECONOMY, CURRENTLY
46% RECYCLATE IN USE  TARGET > 90%
MAPEX - EXPANSION COIL PROGRAMME -
ELECTROMOBILITY SUPPLIED WITH ASTROSPOOLS
MAPEX - FOCUS ON CLAMPING FORCES > 1,000 TON AND
COMPONENTS > 5KG
DIGITEX - PAPERLESS PROCESSES AND DIGITAL
PRODUCTION CONTROL - GESCO BEACON
17.9 m €
sales in 2022
+ 4%
Sales since 2018
+ 2%
Efficiency since
2018
46%
made from recyclate
4.5 m
Litres of oil avoided
> 10,000 ton
CO2 Savings

21. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
21
GESCO
SE
–
Hauptversammlung
12.06.2023
21
FUNKE
Liveable connections
CANVAS 2023
LEADEX 2022
CANVAS - CONNECTING ELEMENTS FOR THE ENERGY
TRANSITION, E.G. HIGH-VOLTAGE CONNECTORS FOR E-
MOBILITY
MAPEX - FOCUS ON LARGE SERIES SANITARY
APPLICATIONS FOR SAFE DRINKING WATER SUPPLY
OPEX - REDUCTION OF RAW MATERIALS AND SUPPLIES
BY > 30%.
24.8 m €
sales in 2022
+ 29%
Sales since 2018
+ 23%
Efficiency since
2018
+ 100%
Lead-free material
processed since 2018
45 million pcs.
Connections
produced in 2022
+ 16%
Capacity expansion
since 2018

22. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
22
GESCO
SE
–
Hauptversammlung
12.06.2023
22
SETTER
Sustainability for the world market!
CANVAS 2021
OPEX 2022
LEADEX 2022
CANVAS - INTERNATIONALISATION WITH PROXIMITY TO
CUSTOMERS; EXPANSION IN MEXICO AND NEW COUNTRIES
MAPEX - RESPONSIBILITY FOR THE FUTURE: PAPER
REPLACES PLASTIC - NEW ALTERNATIVES MADE FROM WASTE
PAPER AND SUGAR CANE PAPER IN SERIES PRODUCTION
MAPEX - INNOVATIONS CREATE NEW PRODUCTS:
COTTON WOOL, LOLLIPOPS, STIRRERS
OPEX - EFFICIENCY INCREASES THROUGH TECHNOLOGY
DEVELOPMENT ON OWN MACHINES
+ 133%
sales since 2018
+ 82%
Result since 2018
+ 25%
Efficiency since
2018
# 1 in the world
of the paper sticks
> 27,500 ton
in 2022 plastic
replaced by paper
+ 131%
Growth of foreign
EMS since 2018

23. GESCO
AG
–
Bilanzpresse-
und
Analystenkonferenz
am
21.
April
2022
23
GESCO
SE
–
Hauptversammlung
12.06.2023
23
CANVAS - HASEKE AND KRÖMKER BECOME AMTRION;
AMTRION US, INC. IS FOUNDED
MAPEX - PORTFOLIO COMPLETION TO STRENGTHEN
MARKET POSITION IN LABOUR MARKET
OPEX - SYNERGIES AND BEST PRACTICE FROM TWO
COMPANIES LEAD TO OPERATIONAL EXCELLENCE
DIGITEX - TWO WORLDS COMBINED IN ONE SYSTEM,
EFFICIENCY AND TRANSPARENCY IN DATA MANAGEMENT
LEADEX - MANAGEMENT TEAMS MERGED, INTEGRATION
PROCESS LARGELY COMPLETED
23.1 m €
sales in 2022
+ 47%
sales since 2018
through acquisition
+ 19%
Efficiency since
2018
# 2 in the world
for support arms MED
19%
Market share world
100%
Covering all weight
classes
CANVAS 2022
LEADEX 2022
UMT Group
Lifesavers trust in us

24. 582.3 m €
Sales

25. 49.4 m €
EBIT

26. 33.8 m €
Earnings
after minority interests

27. 40 %
CO²
intensity

28. We create

29. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
29
GESCO
SE
-
Annual
General
Meeting
12.06.2023
Sales € 582.3 million
2021 2022
+19,3%
488,1

30. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
30
GESCO
SE
-
Annual
General
Meeting
12.06.2023
Sales
in € m
580.3
354.8
397.2
488.1
582,3
2018* 2019** 2020 2021 2022
2019-2021 Continuing operations
* 04.18-03.19 without adjustment
** Short financial year (9M)

31. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
31
GESCO
SE
-
Annual
General
Meeting
12.06.2023
2021 2022
44,6
EBIT € 49.4 million
+10,9%

32. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
32
GESCO
SE
-
Annual
General
Meeting
12.06.2023
Employees 1,841
+3,3%

33. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
33
GESCO
SE
-
Annual
General
Meeting
12.06.2023
EBIT margin 8.5%
Previous year 9.1%

34. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
34
GESCO
SE
-
Annual
General
Meeting
12.06.2023
2021 2022
+25,9%
Group earnings after minority interests
€ 33.8 million
26,9

35. GESCO
AG
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Annual
Press
and
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Conference
on
21
April
2022
35
GESCO
SE
-
Annual
General
Meeting
12.06.2023
2019-2021 Continuing operations
* 04.18-03.19 without adjustment
** Short financial year (9M)
Consolidated net income after minority interests
in € m
22,6
14,5
5,8
26,9
33,8
2018* 2019** 2020 2021 2022
+49,6%

36. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
36
ALL SEGMENTS IN TARGET CORRIDOR
Incoming orders
in € m
Sales
in € m
EBIT
in € m
Process
technology
Resource
technology
Health & Infrastructure
Technology
2021 2022
121,8
2021 2022
105,1
2021 2022
11,6 13,9
13.2%
EBIT %
10.6%
EBIT %
8.1%
EBIT %
2021 2022
317,9
2021 2022
330,0
2021 2022
35,5 34,9
2021 2022
149,1
2021 2022 2021 2022
11,7 11,9
+5%
+9%
+9%
+20%
+19%
+20%
147,2

37. GESCO
AG
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Annual
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21
April
2022
37
Solid finances - good credit rating
Equity ratio Net debt ratio WOC ratio
Equity Assets EBITDA Net debt WOC sales
Previous year Previous year Previous year
58.0%
56.9%
0.9
0.6
35.6%
32.9%

38. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
38
GESCO
SE
-
Annual
General
Meeting
12.06.2023
17 %
Energy
consumption

39. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
39
GESCO
SE
-
Annual
General
Meeting
12.06.2023
21 %
GHG Emission
Scope 1+2

40. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
40
GESCO
SE
-
Annual
General
Meeting
12.06.2023
40 %
CO²
intensity

41. We support the Junior Uni Wuppertal
The Wuppertal Junior Uni for the Bergisches Land is an
extracurricular educational venue for children, teenagers and
young adults aged 4 to 20.
The on-site offer is aimed at young students from the region.
The online courses now even reach students from all over
Germany and worldwide.
The Junior Uni creates opportunities for the
future regardless of personal educational
requirements.

42. GESCO
SE
–
NEXT
LEVEL
25

43. GESCO
SE
–
NEXT
LEVEL
25

44. GESCO
SE
–
NEXT
LEVEL
25

45. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
45
GESCO
SE
-
Annual
General
Meeting
12.06.2023
8.5 hours
Education
and training

46. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
46
GESCO
SE
-
Annual
General
Meeting
12.06.2023
Outlook 2023

47. GESCO
AG
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Annual
Press
and
Analyst
Conference
on
21
April
2022
47
RESULT Q1.2023
... good start in 2023
2022 2023
168.8 157.5
2022 2023
138.1 147.3
2022 2023
8.8 6.7
2022 2023
13.3 11.5
Incoming
orders
in € m
Sales
in € m
EBIT
in € million
Group
earnings
after minorities
in € m
* Scope of consolidation expanded to include BAV and Connex (US) of the SVT Group

48. GESCO
AG
-
Annual
Press
and
Analyst
Conference
on
21
April
2022
48
GESCO
SE
-
Annual
General
Meeting
12.06.2023
Group Outlook 2023
 Scope of consolidation expanded to include BAV and
Connex (US) of the SVT Group
 Information before acquisitions
Sales 600 - 620 m €
Group earnings
after minority interests
32 - 34 m €

49. AGM
GESCO SE
Investor Relations
Peter Alex
ir@gesco.de
Tel.: 0202 24820-18