Presentation for the Annual General Meeting 2026 (Presentation NEM AGM 2026 EN FINAL)

Welcome to the

NEMETSCHEK SE

Annual General Meeting 2026

May 21, 2026

NEMETSCHEK SE

Annual General Meeting 2026

Kurt Dobitsch

Chairman of the Supervisory Board

May 21, 2026

NEMETSCHEK SE

Annual General Meeting 2026

Yves Padrines (CEO) Louise Öfverström (CFO)

May 21, 2026

01.

Overview and Strategic Update

Overview of Nemetschek Group

Industry-leading product portfolio covering the entire AEC/O lifecycle and all market segments

PLANNING

+ DESIGN

BUILD

+ CONSTRUCT

OPERATE

+ MANAGE

BUILDING LIFECYCLE INTELLIGENCE / DIGITAL TWIN

MEDIA

+ ENTERTAINMENT

5

Strategic Focus: Artificial Intelligence: Becoming a Vertical AI Leader

Innovation Focus AI & Sustainability

Business Model Transformation to Subscription &

SaaS

Strengthening Go-to-Market

Group-wide Cloud Platform & Infrastructure

Mergers & Acquisitions / Venture Investments

Business Enablement & Operational Excellence

Footnote and source 6

Address Workforce TAM

Expand competitive moat

Nemetschek Group: Becoming a Vertical AI Leader

Ideally positioned to win in AI as a leading vertical software provider

Strategic Pillars to Develop & Scale AI

Capturing the huge AI opportunity

$

Further enhance internal efficiency

Build a data & intelligence flywheel

Product Development

M&A & Venture Investments

Strategic Partnerships

Nemetschek AI

Data Access

Across Life Cycle

Deep domain

expertise

Trusted customer

relationship & network effect

7

NEMETSCHEK

02

Acquisition of HCSS

Building the Next Global Construction Technology Giant

Nemetschek Group reinforces its position as a leading player across the global AEC/O industry

BUILD & CONSTRUCT DIVISON

9

HCSS: One of the World's Largest Infrastructure &

Heavy Civil Construction Software Providers

Facts & Figures* (FY-25)

~$215m

Revenue

~17%

Revenue Growth

~21%

ARR Growth1

<2%

Revenue Churn

~40%

EBITDA Margin2

*Reported figures according to US-GAAP

• Founded 1986 in the USA

• 550+ employees with headquarters in Sugar Land, Texas, USA

• Leading Software Portfolio for infrastructure & heavy civil construction

• ~4,000 customers across heavy civil, highway, infrastructure, and utility contractors, primarily in the U.S. and Canada

• Customer-centric approach with high customer retention and strong, profitable growth

• Recurring Revenues: Mainly subscription-based model with high ARR growth

1 Annual Recurring Revenue (ARR) according to Nemetschek definition: Average of all recurring revenues (Sub./SaaS and maintenance contracts) over the last three months x 4

2 Based on US-GAAP on a standalone basis, excluding extraordinary, non-operating effects, and before any potential future consolidation impacts

A Leading

End-to-End Platform

HCSS is purpose-built for heavy civil

and infrastructure construction. Its subscription-based platform delivers mission-critical solutions

supporting self-performing contractors in every stage of the project lifecycle -from bidding a job to delivering safely, on time, and on budget.

10

Acquiring a Leader in Infrastructure & Heavy Civil Construction

Unique combination of highly complementary construction tech leaders

04.

02.

01.

03.

11

Build & Construct Ambition 2028: Unique Combination of Scale, Growth and Profitability

HIGH GROWTH

Nemetschek Group's Build & Construct

Segment Revenue Outlook to

>€1.0bn

HIGH QUALITY

Nemetschek Group's Build & Construct

Segment EBITDA Margin increases to

>40%

12

Overview of Nemetschek Group

Industry-leading product portfolio covering the entire AEC/O lifecycle and all market segments

PLANNING

+ DESIGN

BUILD

+ CONSTRUCT*

OPERATE

+ MANAGE

BUILDING LIFECYCLE INTELLIGENCE / DIGITAL TWIN

MEDIA

+ ENTERTAINMENT

13

* ~28% of Build & Construct owned by Thoma Bravo as minority shareholder

03.

Financial Results 2025

FY-25: Very Successful Continuation of our Profitable Growth Path

ARR

EUR m

Revenue

EUR m

EBITDA

EUR m

EPS

EUR

+17.6%

+22.9% cc1

1,199.2

1,019.9

+19.7%

+22.6% cc1

1,191.2

995.6

+23.3%

+28.9% cc1

371.1

301.0

+23.8%

1.88

1.52

2024 2025

2024 2025

2024 2025

2024 2025

1 Constant currency 15

Successful Transition to an Almost Fully Recurring Business Model

by type in %

1,200

1,098

(+31%)

1,000

861

(+32%)

859

(+56%)

800

653

(+25%)

92%

(87%)

600

533

(+22%)

568

(+88%)

FY-25

417

(+18%)

400

302

(+51%)

5%

(10%)

200

132

(+48%)

204

(+47%)

3%

0

(3%)

FY-21

FY-22

FY-23

FY-24

FY-25

Subscription/SaaS Revenue (Growth cc)

Recurring Revenue (Growth cc)

EURm

Revenue Share Recurring & Subscription/SaaS 2021-2025 Recurring revenues (Software services (20%); Subscription/SaaS (72%)) Licenses Consulting & Hardware

1 Constant currency 16

Revenues per Region FY-25: High Growth Across all Regions

EMEA Americas Asia/Pacific

48%

Share

+17%

Growth

42%

Share

+24%

Growth

10%

Share

+16%

Growth

17

Segments FY-25: Design and Build Segments Main Growth Drivers

Revenues

EURm

488.8 539.8

481.3

49.9

51.9

120.1

121.0

340.7

Margin

FY-24 FY-25

FY-24 FY-25

FY-24 FY-25

FY-24 FY-25

1 Constant currency 18

Solid Balance Sheet: A Strong Foundation for Further Growth

In EURm

2500

Assets

2,136.3 2,118.2

Equity & Liabilities

2,136.3 2,118.2

2000

1500

1000

500

0

2024 2025

2024 2025

Non-current assets Current assets (excl. cash) Cash & cash equivalents Equity Non-current liabilities Current liabilities

19

04.

Relevant ITEMS

TOP 2: Dividend Proposal - Increase to 0.68 EUR per Share

Dividend Development per Share

90

63.5

55.4

52.0

45.0

32.3

34.7

28.9

31.2

25.0

19.3

0.17

0.22

0.25

0.28

0.27

0.30

0.39

0.45

0.48

0.55

0.68 1

80 78.5

70

60

Mio. EUR

50

40

30

20

10

0

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

0.90

EUR per share

0.6

0.3

0.0

Total dividend payments in mEUR Dividend per share in EUR

21

1 Proposal to the AGM on May 21, 2026.

Further Relevant Topics

ITEM 7:

Resolution on the approval of the remuneration

report for the 2025 financial year

ITEM 8:

Resolution on the approval of the remuneration system for the members of the executive board

ITEM 9:

Resolution on the confirmation of the remuneration system and remuneration of the members of the supervisory board

22

05.

Financial Results Q1-26

Key Financial Highlights Q1-26: Very Successful Start to the Year

Revenues:

+10.7% to EUR 313.1m

(+17.0% cc1)

EBITDA:

+22.0% to EUR 98.4m

(+29.6% cc1)

Cash Conversion: 142.7%

ARR Growth:

+14.4% to EUR 1,187.5m

(+21.0% cc1)

EBITDA Margin: 31.4%

Net Debt Position:

EUR -7.8m

Subscription/SaaS Revenues:

+27.3% to EUR 248.3m

(+35.4% cc1)

Earnings per Share:

EUR 0.52 (+34.5%)

EPS before PPA: EUR 0.60 (+31.6%)

Equity Ratio: 47.3%

1 Constant currency 24

06.

Outlook 2026

Outlook FY-26: Fully on Track After Very Strong Start to the Year

1 Note: The growth in FY 2025 benefitted from M&A contribution & temporary positive effects related to the successful completion of the 26

subscription transition of Bluebeam

NEMETSCHEK SE

Annual General Meeting 2026

Kurt Dobitsch, ChairmanoftheSupervisoryBoard

May 21, 2026

Overview of the ITEMs of the AGM 2026

2

Use of the balance sheet profit for FY-25

6

Appointment of the auditor of the

sustainability reporting for FY-26

5

Appointment of the (Group) auditor for FY-26

and of the auditor for the condensed financial statements and the interim management report for H1 2026

9

Confirmation of the remuneration system and

remuneration of the members of the

supervisory board

3 Approving the action of the members of the Executive Board for the FY-25

Approving the action of the members of the

4 Supervisory Board for the FY-25 (individual vote)

7 Approval of the remuneration report for FY-25

8 Approval of the remuneration system for the members of the executive board

28

NEMETSCHEK SE

Annual General Meeting 2026

Plenarydebate

May 21, 2026

NEMETSCHEK SE

Annual General Meeting 2026

Kurt Dobitsch, ChairmanoftheSupervisoryBoard

May 21, 2026