Annual press conference 2023

1. Annual press and
analysts' conference
Financial year 2022
Düsseldorf, 18 April 2023

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SLOGAN
... in one share, that is GESCO
technology-driven SMEs
Hidden champions

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25 YEARS ON THE STOCK EXCHANGE
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
Alr
o
94
99
Business
park
06
15
14
90
Fasternrath
Eupaco
Molineus
89
05/22/1989 Foundation
IPO
Elba
98
03/24/1998 IPO
97
Business
park
92
Ackermann
96
95
Paroll
Weddigen
22
21
BAV
1998
1989 2023
20
Beier
Doemer
FRANK
Model
technology
CFRP
VWH
21

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AGENDA
THE BUSINESS MODEL
01
THE STRATEGY - NEXT LEVEL 25
02
THE HIGHLIGHTS 2022
03
THE 2022 FINANCIAL YEAR
04
THE OUTLOOK 2023
05
ANNEX
06

5. 01 THE BUSINESS MODEL

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THE BUSINESS MODEL
... the best SME companies in one share
10 operating subsidiaries and 18
international second-tier subsidiaries
Dynamic and operationally
independent units that benefit from
the best practice of a strong group
Innovative technology for tomorrow's
global market
Medium-sized market and
technology leaders
GESCO
Group
Methodological competence via
experts with many years of
operational experience
Excellence programmes pool Group
know-how and ensure progress
Added value is created through
intensive consultation with the
subsidiaries
Acquisition of medium-sized
industrial companies with long-term
prospects
Acquisitions are majority-owned,
usually 100%.
Add-on acquisitions as strategic
additions to the subsidiaries
Methods & Know-How
increase added value
Long-term investor ensures
future viability
GESCO
Holding
GESCO
SE

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THE INDUSTRIAL GROUP
57%
Share of Group sales
739
Employees
3
Companies
Material-intensive industries
with a focus on niches and
customer service.
The companies supply
customised input materials
and solutions.
25% Share of Group sales
539 Employees
4 Companies
Markets close to the end
consumer in the medical, hygiene,
sanitary and food sectors. The
markets are often regulated and
offer high barriers to entry.
The companies supply assemblies
and components.
18% Share of Group sales
542 Employees
3 Companies
Demanding markets with technologically
advanced solutions and a high degree of
innovation.
The companies deliver equipment with
specific process know-how
Health -
& Infrastructure -
Technology
Resources -
Technology
Process -
Technology

8. 02 THE STRATEGY
NEXT LEVEL 25

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THE VISION
... an attractive destination
All companies are hidden champions
or on the way there
Balanced, robust and resilient portfolio with
anchor holdings and base holdings of
substantial size
Firmly established excellence programmes
Strong corporate culture that attracts
employees, offers them development potential
and leads to high-performance teams

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THE STRATEGY - NEXT LEVEL 25
... € 1 billion EMS at 10% EBIT
Grow inorganically
Buy & Build Program
Portfolio Roadmap
Direct approaches &
Expand network
3 Anchor & 12 Base Participations
Business model know-how
Methodological competence
SE - Europeanisation Direct Invests
ESG - Sustainability
M & A
PORTFOLIO - ARCHITECTURE
EXCELLENCE PROGRAMS
HIDDEN - CHAMPIONS
CANVAS
MAPEX
OPEX
LEADEX
DIGITEX

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M & A - GROWING INORGANICALLY
in search of
future hidden
champions
Strategic added
value for our
companies
> € 5 million sales
Sales € 20 million
to € 120 million
for direct
investments
Selected targets
through own
market analyses
Generates good
deal flow
GESCO Add-ons
Search
profile
Direct
approach
Network

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PORTFOLIO ARCHITECTURE - ROADMAP I 2023
RESOURCE
TECHNOLOGY
HEALTH &
INFRASTRUCTURE
TECHNOLOGY
PROCESS
TECHNOLOGY
INEX -
solutions

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PORTFOLIO ARCHITECTURE - ROADMAP II until 2025
... on course - NEXT LEVEL 25
ANKER UMS > € 100 m BASIS EMS Ø 40 - 50 m €

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EXCELLENCE PROGRAMS
CANVAS Business Model Development
Analysis of the business models - derivation of next steps - processing in annual business planning
Consolidate common understanding, identify development potential and fix measures
OPEX Operational Excellence
Analysis of the company and value creation
processes, especially in quality, lead time and
delivery performance as well as the cost structures
Increase efficiency and thus margins
Market & Product Excellence MAPEX
Analysis of market trends and positioning,
product portfolio and new product ideas
Increase market share, address new segments,
establish product innovations
LEADEX Leadership Excellence
Continuous development of leadership skills
LEADEX offers managers a comprehensive and
modern basis consisting of 3 modules:
Teams, Tools and High Performance Teams
Digital Excellence DIGITEX
Digitisation of workflows along the value creation
processes - from customer enquiries to life-time end
 Focus: increasing efficiency
Develop digital business models, exploit opportunities of
the digital future  Focus: increase market share

15. 03 THE HIGHLIGHTS 2022

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CANVAS 2020
LEADEX 2022
€ 15 m
KESEL
Safely on track
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
sales 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

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MAE
We keep trains rolling
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

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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%
plants since 2018
+ 274%
Biotech Containers
since 2018
CANVAS 2019
OPEX 2019
LEADEX 2022
INEX - solutions
Wafers for the world

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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 – PORTFOLIO EXPANSION 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 in
Foundry transformed
CANVAS 2020
MAPEX 2021
DIGITEX 2022
LEADEX 2022

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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

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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

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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

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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

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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 RE-
PLACES PLASTIC - NEW ALTERNATIVES MADE FROM WASTE
PAPER AND SUGAR CANE PAPER IN SERIES PRODUCTION
MAPEX - INNOVATIONS CREATE NEW PRODUCTS:
COTTON WOOL, LOLLIPOP, STIRRING STICKS
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 paper sticks
> 27,500 ton
plastic replaced by
paper in 2022
+ 131%
Growth of foreign
sales since 2018

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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

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582.3 m € sales
49.4 m € EBIT
33.8 million € Net profit after minority interests
Most successful business year
Transformation with recognisable successes
Excellence programmes show effect
Highest dividend proposed at € 1
KEY FACTS 2022

27. 04 THE
FISCAL YEAR 2022

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HIGHLIGHTS 2022
Sales +19.3%
Pleasing growth in sales
across all segments
Price and volume effects
582.3 m €
2021 2022
Q4
147.0
137.2

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HIGHLIGHTS 2022
EBIT with special items in Q4
Positive order situation
Efficiency gains
Margin influenced by inflation passed on
EBIT +10.9%
2021 2022
49.4 m €
8.5%
16.9
8.6
Q4

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Group result after minority interests
positive effects from financial result and
tax rate
HIGHLIGHTS 2022
Performance indicators improved again!
33.8 m €
2021 2022
+ 25,9%
7,5
11,7
Q4

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KEY FIGURES 2018 - 2022
NEXT LEVEL 25 works!
Sales
in € m
580.3
354.8
397.2
488.1
582,3
2018* 2019** 2020 2021 2022
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%
2019-2021 Continuing operations
* 04.18-03.19 without adjustment
** Short financial year (9M)

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2018* 2019** 2020 2021 2022
KEY FIGURES 2018 - 2022
Transformation with recognisable successes
42.1
24.4
16.7
44.6
49,4
2018* 2019** 2020 2021 2022
2019-2021 Continuing operations
* 04.18-03.19 without adjustment
** Short financial year (9M)
+17.3%
EBIT
in € m
EBIT margin
in %
+123bp
7.3%
6.9%
4.3%
9.1%
8.5%

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ALL SEGMENTS IN THE TARGET CORRIDOR
Incoming orders
in € m
Sales
in € m
EBIT
in € m
Process
technology
Resource
technology
Health
& Infrastructure
Technology
2021 2022
116.0 121.8
2021 2022
87.9 105.1
2021 2022
11.6 13.9
13.2%
EBIT %
10.6%
EBIT %
8.1%
EBIT %
2021 2022
292.2 317.9
2021 2022
277.7 330.0
2021 2022
35.5 34.9
2021 2022
136.3 149.1
2021 2022
122.6 147.2
2021 2022
11.7 11.9
Q4
Q4
Q4

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FINANCIAL PERFORMANCE 2022
Equity ratio Net debt ratio WOC ratio
Eigenkapital Bilanzsumme EBITDA Nettoverschuldung WOC Umsatz
Previous year Previous year Previous year
58.0%
56.9%
0.9
0.6
35.6%
32.9%
Solid basis for further growth

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DIVIDEND HISTORY
Dividend policy:
Distribution within range of 20-60% of Group net profit after minority interests
3.3%
0.83 €
2.9%
0.73 €
2.3%
0.58 €
2.7%
0.67 €
1.4%
0.35 €
2.1%
0.60 €
3.9%
0.90 €
1.2%
0.23 € 0.0%
0.00 €
3,8%
0.98 €
4.1%
1.00 €
Dividend Dividend yield
Dividend yield calculation: Dividend for the financial
year/XETRA closing price at the end of the financial year
2022

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GESCO ON THE EXCHANGE (price development since 1.1.2022)
7% return p.a. since IPO
GESCO vs. peers & SDAX price index
50%
60%
70%
80%
90%
100%
110%
120%
01.01.2022 01.03.2022 01.05.2022 01.07.2022 01.09.2022 01.11.2022 01.01.2023 01.03.2023
GESCO SDAX price index Indus German participation Blue Cap

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GESCO - SHARE
... with potential
Free float
(according to the definition
of Deutsche Börse)
67.3%
Investmentaktiengesellschaft für
langfristige Investoren TGV
18.5%
Baden-
Württembergische
Versorgungsanstalt für
Ärzte, Zahnärzte und
Tierärzte
3.3%
Institutional investors
31,8%
Retail investors
32,2%
Stefan Heimöller
14.2%
ISIN DE000A1K0201
WKN A1K020
Stock exchange symbol GSC1
Share capital (17.04.2023) 10,839,499 €
Number of shares (17.04.2023) 10,839,499
IPO 03/24/1998
Transparency standard Prime Standard
Share price (04/17/2023) 27.00 €
Market capitalisation (04/17/2023) 292.7 m €
Free float (04/17/2023) 67.3%
Research/Coverage GSC Research (Buy: € 48.00)
Pareto Securities (Buy: € 38.00)
SMC Research (Buy: € 50.00)
Warburg Research (Buy: € 37.00)
Consensus: Buy: € 43.25
Indices CDAX Total Index
Prime All Shares
Prime Industrial
Prime Industrial Diversified
Classic All Share

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ESG IN FOCUS
Environment:
• Climate protection and energy management
• Resource management and sustainable products
Social:
• Employees
• Responsibility in the supply chain
Governance:
• Establishment of a modern
sustainability management
Main focus Activities
Environment:
• Energy consumption
• Products
Social:
• Education and training
• Supply chain analysis
Governance:
• ESG organisation defined
• EU taxonomy analysis done
o Taxonomy-eligible sales 2022: € 22.5 million
o Ecologically sustainable investments: € 1.1 million
Sustainability as part of our strategic value system

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EDUCATION AND TRAINING AS THE BASIS FOR SUCCESS
Further training
in hours / employees
Training and further education costs
in T€
2022 30.8
2021 22.3
2022 949
2021 658
+44%
+8.5 h
In 2022, 56,110 hours were invested in training our employees

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CO2 INTENSITY* REDUCED BY 34% TO 34.5
Energy consumption
in MWh
GHG emissions Scope 1&2
in t CO e2
*CO2 intensity = t CO2 e / million € turnover
on the basis of Scope 1+2
2022 77,641
2021 93,931
2022 20,100
2021 25,459
-21.0%
-17.3%
75% of electricity consumption from certified green electricity, first own PV systems active

41. 05 OUTLOOK 2023

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OUTLOOK 2023
IMF forecasts global economic growth of 2.8% for 2023,
1.3% for developed countries and a slowdown of 0.1%
for Germany.
IfO economic forecast GDP for Germany -0.1%.
The German government's Council of Economic Experts
sees a GDP of +0.2% for 2023.
The VDMA expects a 2% decline in machinery and plant
construction worldwide.
GESCO companies have stopped doing business with
Russia and allies.
Acquisitions planned in 2023 with good fit to portfolio
strategy
Excellence programmes being implemented in many
companies  Further positive effects expected
Outlook fraught with uncertainties

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PRELIMINARY FIGURES 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 %
Group
earnings
after min.
in € m
Sales in all segments above
the previous year's values.
EBIT margin below previous
year due to special items in
Q1.2022, but 1.2 percentage
points above Q1.2021.
Group earnings excluding
special items Q1.2022 at
comparable level.
2.5 € m over 2021.
* Scope of consolidation expanded to include BAV and Connex (US) of the SVT Group
Order intake in Process
and Health & Infrastructure
Technology below
previous year. In
Resources Technology
above previous year.

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OUTLOOK GROUP 2023
600 - 620
2022 2023*
Sales
in € m
147.3
138.1
Q1
582.3
32 - 34
2022 2023*
6.7
8.8
Q1
33.8
Group
earnings
after min.
in € m
 Forecast Group result 2023 based on a tax rate of 30%
 * Scope of consolidation expanded to include BAV and
Connex (US) of the SVT Group
 Information before acquisitions

45. Thank you
very much!