Mensch Und Maschine Software Se · XETR:MUM
Mensch Und Maschine Software — Investor Presentation (July 2026)
16 slides from Mensch Und Maschine Software's investor presentation, Jul 31, 2026
Slide 1: Mensch und Maschine Software SE
Mensch und Maschine Software SE Company Presentation Status July 31, 2026 / Half year report 2026 © 2026 Mensch und Maschine
Slide 2: Business model
Business model ◼ Leading developer of Technical Software Solutions ◆ CAD/CAM/CAE = Computer Aided Design / Manufacturing / Engineering PDM/PLM = Product Data/Lifecycle Management / BIM = Building Information Modelling/Management ◆ Founded 1984 – 42 years on the market // IPO 1997 – 29 years public /
Slide 3: Sustainable business development
Sustainable business development 70 Sales 2025 ◼ Sales 2025: EUR 238.59 mln / -27% Autodesk switch from resale to commission 400 Autodesk market volume Sales 2026 Software: EUR 114.47 mln / +4.7% // Digitization: EUR 124.11 mln / -43% 60 ◆ 350 Cost of Autodesk Resale ◆ Market volume incl. Autodesk s
Slide 4: Sustainable business development: Outlook
Sustainable business development: Outlook Gross profit +8% p.a. / EBIT +19% p.a. – what’s the trick? 220 EBIT ◼ Simple method: Opex grew 2015-2025 just around +5% p.a. 200 Opex ◼ Opex development in M+M Group is controlled continuously & locally 180 (~100 profit centers) at ~2/3 relative to gross pr
Slide 5: The M+M Portfolio: Various Digital Twins
The M+M Portfolio: Various Digital Twins CAM: Simulation/Optimization BIM: All disciplines of a building in 3D, of the entire machining process incl. masses, cost dimensions and timeline. in a „Virtual Machine“ For Civil Engineering, Building Construction & Gardening/Landscaping/Earthworks Manufactu
Slide 6: CAD/CAM in practice (M+M Software)
CAD/CAM in practice (M+M Software) ◼ CAM – Computer Aided Manufacturing Virtual Machine Simulation ◼ 100% Subsidiary Open Mind – Product line hyperMILL® ◼ High end: Average revenue approx. EUR 30,000 per seat ◼ Globally >10,000 customers with >20,000 CAM seats Precision machine tools‘ purchase price
Slide 7: BIM in practice (M+M Software)
BIM in practice (M+M Software) ◼ BIM / Civil Engineering: Structural Analysis & Reinforcement Software ◼ Subsidiary SOFiSTiK AG (est. 1987) / M+M share 51.4% ◼ Technology leader in bridge, geotech/tunnel and building construction ◼ Over 3,000 customers in more than 60 countries on all continents ◼ I
Slide 8: BIM in practice (M+M Software)
BIM in practice (M+M Software) ◼ Gardening / Landscaping / Earthworks for Architects and Implementers ◼ M+M Subsidiary DATAflor, Goettingen, Germany (est. 1982) / M+M share 67.2% ◼ Integrated software solutions not only containing graphical planning but also calculation, tender, quoting, constructio
Slide 9: Digitization in practice
Digitization in practice ◼ Architecture: BIM – Building Information Modelling / Management BIM training series for all stakeholders in construction projects - from draftsperson to project manager. Since 2012 more than 10,000 participants have been trained/certified. © 2026 Mensch und Maschine Applic
Slide 10: Digitization in practice
Digitization in practice ◼ Solutions for Manufacturing Customers with high savings potential, e.g.: PDM/PLM: Connecting design CAE for large plants: electrical, hydraulics, Fully automated variant design for and commercial data, e.g. SAP pneumatics as well as building services profitable production
Slide 11: Digitization in practice
Digitization in practice ◼ Building Information Management / BIM for Infrastructure: MuM MapEdit as a data hub for the Digital City or Factory Approx. 2,500 seats at nearly 200 customers in D, CH and Europe: Municipalities, Suppliers, Industry, Ports/Airports, Planning Offices... © 2026 Mensch und M
Slide 12: Allocation of Gross Profit (2025: EUR 181.88 mln)
Allocation of Gross Profit (2025: EUR 181.88 mln) Manufacturing (~55%): ◼ CAM Software hyperMILL / proprietary kernel hyperCAD S Software Target group: Owners/Buyers of Precision Machine Tools CAD/CAM ◼ Digitization: Projects/Training for Mechanical, Electrical and Process Engineering, Hydraulics, P
Slide 13: Global sales / DACH focus
Global sales / DACH focus ◼ Geographical sales contribution: (2025) ◆ Germany: EUR 100.60 mln / 42.2% Globally 13,1% ◆ Austria/Switzerland: EUR 31.42 mln / 13.2% GER ◆ Europe (other): EUR 75.43 mln / 31.6% Europe 42,2% ◆ Globally: EUR 31.14 mln / 13.1% other 31,6% ◆ M+M’s own CAD/CAM and Swiss BIM /
Slide 14: Sustainability: Economy & Ecology in harmony
Sustainability: Economy & Ecology in harmony The M+M group is using all suitable roof The M+M business model is based on surfaces in corporate ownership for resource savings for customers ... regenerative power production with a total ✓ A precision tool machine milling a part two to five times faste
Slide 15: M+M: Entrepreneurial & Public Company
M+M: Entrepreneurial & Public Company Management 2000% 73,50 ◼ Listings: 5,36% 1900% 70,00 TecDAX Index 1800% 66,50 ◆ scale, Frankfurt (scale30) DAX Software Index 1700% 63,00 ◆ m:access, Munich 1600% M+M Aktie/Share EUR 59,50 2% Div Rendite/Return 1500% 56,00 3% ◼ Designated Sponsors: Free Float 41
Slide 16: Why invest in M+M shares ?
Why invest in M+M shares ? ◼ M+M is a leading developer of technical software solutions ◆ Founded 1984 // 42 years of established market position // ~1,200 employees ◆ More than 30,000 active customers with far over 100,000 active seats worldwide ◆ Broad geographical & sectoral allocation allows for
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