Mensch Und Maschine Software Se · XETR:MUM
Mensch Und Maschine Software — Investor Presentation (August 2025)
16 slides from Mensch Und Maschine Software's investor presentation, Aug 1, 2025
Slide 1: Mensch und Maschine Software SE
Mensch und Maschine Software SE Company Presentation Status August 1, 2025 / Half year report 2025 © 2025 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 – 41 years on the market // IPO 1997 – 28 years public /
Slide 3: Sustainable business development
Sustainable business development Sales 2023 350 100 Sales 2024 ◼ Record Sales 2024: EUR 324.84 mln / +1.1% Cost of Autodesk Resale Sales 2025 Other cost of materials ◆ Q3: final reselling boost / Q4: Autodesk transition reducing purchase&sales volume 300 80 Gross profit Digitization ◼ Record Gross p
Slide 4: Sustainable business development: Outlook
Sustainable business development: Outlook Gross profit +8.9% p.a. / EBIT +21% p.a. – what’s the trick? 220 EBIT ◼ Very simple method: Opex increase 2014-2024 just +6.2% p.a. 200 Opex ◼ Opex development in the M+M Group is controlled continuously & locally 180 (~100 profit centers) at ~2/3 relative t
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 incl. masses, cost dimensions and timeline. process 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. © 2025 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... © 2025 Mensch und M
Slide 12: Allocation of Gross Profit (2024: EUR 174.59 mln)
Allocation of Gross Profit (2024: EUR 174.59 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/Process Engineering, Hydraulics, Pneuma
Slide 13: Global sales / DACH focus
Global sales / DACH focus ◼ Geographical sales contribution: (2024) Global ◆ Germany: EUR 138.5 mln / 42.5% 9,0% ◆ Austria/Switzerland: EUR 57.3 mln / 17.6% GER ◆ Europe (other): EUR 100.8 mln / 30.9% Europe other 42,5% ◆ Global: EUR 29.3 mln / 9.0% - surplus +10.4% 30,9% ◆ M+M’s own CAD/CAM and Swi
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 tool machining two to five times faster consum
Slide 15: M+M: Entrepreneurial & Public Company
M+M: Entrepreneurial & Public Company Management 2000% 73,50 5,76% 1900% 70,00 ◼ Listings: 1800% DAX Software Index 66,50 TecDAX Index 1700% 63,00 ◆ scale, Frankfurt (scale30) M+M Aktie/Share EUR 1600% 59,50 ◆ m:access, Munich 1500% 2% Div Rendite/Return 56,00 Free Float 1400% 3% 52,50 Designated Sp
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 // 41 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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