1. Conference Call
Results Q1 2014
May 8, 2014

2.  Group sales up 15.3%, organically 13.4 % at EUR 324.0 ( 281.0) mn solidly
outperforming world car production (+ 3.5 %)
 Negative impact from currency translation of EUR 8.6 mn (2.7 PP)
 Retroactive at equity consolidation of EKMA (IFRS 11) over the quarters for
2013 (slightly lower sales and earnings basis);
EKMA contributes an additional EUR 6.0 mn in sales in Q1 2014
 Adverse earnings effect from pre-expenses and start-up losses in battery
technology (EBIT EUR -2.2 mn)
 Solid sales and earnings increase in the exhaust abatement division (EBIT
EUR 7.7 mn)
 EBIT(=operating result) up by 28.4 % to EUR 42.1 mn despite
EUR 1.0 mn increase y-o-y in expenses for employee benefit scheme
Q1 2014: Key developments
2

3. 20,9%
14,1%
7,2%
1,4%
-1,7%
-2,3%
-6,9%
-10% -5% 0% 5% 10% 15% 20% 25% 30%
India
Russia
Brazil
USA
Western Europe
China
Japan
Q1 2014: Western Europe recovers from 25-year low,
yet still more than 20 % below peak – BRI markets shrink
3
New car registrations Q1 2014 (yoy change)

4. 281.01
296.11
287.51 285.41
324.0
100
150
200
250
300
350
400
Q1 Q2 Q3 Q4
2013 2014
286.8
303.3
294.0 291.1
Sales by quarter
1Previous year's figures adjusted due to retroactive application of IFRS 11;
at equity treatment of ElringKlinger Marusan Corporation in 2013
€ mn
4

5. EBIT by quarter (=operating result as of 2014)
32.81
41.2
38.6
34.22
42.1
0
10
20
30
40
50
60
Q1 Q2 Q3 Q4
2013 2014
€ mn
5
1 Previous year's figure adjusted due to retroactive application of IFRS 11;
at equity treatment of ElringKlinger Marusan Corporation
2 excl. EUR 17.6 mn one-time gain

6. Q1 2014: OEM sales up 17.9% driven by core
business and strong performance at Hug
223.91
263.9
0
100
200
300
400
2013 2014
1Previous year's figures adjusted due to retroactive application of IFRS 11;
at equity treatment of ElringKlinger Marusan Corporation (- EUR 5.8 mn) in Q1 2013
EBIT +40.2%
31.4 (22.4)
€ mn
6

7. Q1 2014: Aftermarket sales up 8.6%
30.1
32.7
0
10
20
30
40
50
2013 2014
EBIT +6.3%
6.8 (6.4)
€ mn
7

8. Q1 2014: Sales Engineered Plastics slightly up 3.4%
23.7 24.5
0
10
20
30
40
2013 2014
EBIT +6.5%
3.3 (3.1)
€ mn
8

9. Group Sales by segment Q1 2014 (py): OE share up
driven by structural growth and new product ramp-ups
Industrial Parks
0.3% (0.4%) Services
0.5% (0.8%)
OEM
81.5 (79.7%)
Engineered Plastics
7.6% (8.4%)
Aftermarket
10.1% (10.7%)
9

10. Group Sales by region Q1 2014 (py)
South America &
Others
3.8% (5.8%)
Rest of Europe
33.5% (31.7%)
Germany
29.9% (31.3%)
Asia-Pacific
16.5% (13.9%)
incl. exports:
~25% of OE sales
NAFTA
16.3% (17.4%)
incl. exports:
~25% of OE sales
10

11. Employees worldwide – 54.0% now outside Germany
AG
2,375 (2,064)
Domestic
subsidiaries
793 (853)
International
subsidiaries
3,720 (3,396)
Group
6,888 (6,313)
+9.1%
Germany
3,168 (2,917)
as of March 31, 2014 (py)
11

12. Q1 2014: Net cash from operating activities improved
17.8
18.8
0
10
20
30
2013 2014
€ mn
12

13. Q1 2014: Investments vs. depreciation
24.31
29.2
18.21 18.7
0
10
20
30
40
Q1 2013 Q1 2014
Investments in plant, property and equipment, invest. prop. and intangible assets
Depreciation
1 Previous year's figures adjusted due to retroactive application of IFRS 11,
resulting from at equity consolidation of ElringKlinger Marusan Corporation in 2013
€ mn
13

14. Development cash flows Q1 2014
62.9
18.8
7.7
-29.2
60.2
0
20
40
60
80
100
120
140
Cash as at Dec.
31, 2013
Net cash from
operating
activities
Investments Change in
financial
liabilities
Cash as at Mar.
31, 2014
14

15. 41.2 42.6
28.7 23.6
58.8 57.4
21.1 25.9
50.2 50.5
March 31, 2013 March 31, 2014 March 31, 2013 March 31, 2014
Balance sheet structure as at March 31, 2014
Equity Ratio above 50%
Non-current liabilities
Current liabilities
Shareholder‘s equity
Non-current assets
Current assets
Assets
in %
Liabilities and
shareholder’s equity in %
15

16. 16
Q1 2014: Sales and EBIT (=operating result)
in € mn
Q1
2014
Q1
2013
Change
in %
Sales 324.0 281.0 +15,3%
Cost of Sales 232.8 204.6 +13.8%
EBITDA 60.8 51.0 +19.2%
EBIT 42.1 32.8 +28.4%
Previous year's figures adjusted due to retroactive application of IFRS 11,
resulting from at equity consolidation of ElringKlinger Marusan Corporation in 2013

17. 17
Q1 2014: Financial Result and Net Income
in € mn
Q1
2014
Q1
2013
Change
in %
Net finance cost -2.6 0.2 -
EBT 39.5 33.0 +19.7%
Taxes 10.2 8.4 +21.4%
Net income 29.3 24.6 19.1%
Profit attrib. to
EK shareholders
27.9 23.8 +17.2%
EPS (in €) 0.44 0.37 +18.9%
Previous year's figures adjusted due to retroactive application of IFRS 11,
resulting from at equity consolidation of ElringKlinger Marusan Corporation in 2013

18. 18
Q1 2014: Strong performance of Exhaust Gas
Purification division
in € mn Hug Group
Q1
2014
Q1
2013
Q4
2013
∆ Q1
Sales 20.7 11.0 15.3 + 9.7
EBIT 7.7 1.1 6.0 + 6.6
PPA -0.3 -0.5 -0.3 -
 Drivers: CARB retrofit, inland waterway vessels and exhaust gas
purification systems for large natural gas engines
 Project-related business implies higher sales/earnings volatility in the
quarters

19.  EK expects overall worldwide car production to increase by 2-3%
 Demand once again driven by China, ASEAN and to a lesser extent North
America; Lower growth in percentage terms when compared to 2013
 Europe – which is still more than 20% below 2007 highs – to pick up
moderately in 2014, possibly a further pick-up in momentum in 2015
 Mixed picture in BRI markets: Mid single-digit decline percentagewise in
Brazil and Russia; India might recover from 2013 double-digit dip
 Truck sales in Europe following Euro VI pre-buying better than feared; for
the full year moderate decline; EK increases value sold-in
 North American truck market continues to show solid growth and is
expected to see an increase of almost 10% driven by economic recovery
Outlook 2014: Markets
19

20. Outlook 2014: Financial performance
in € mn FY 2013
Guidance
FY 2014
Sales 1,175.2
5-7% organic growth
(plus 25 mn scope change)
2
Adj. EBIT1 149.2 160 - 165
Investments 127.2
100 - 110
(+ up to 20 mn HFHT)
20
 Full consolidation of JV ElringKlinger Marusan Corporation to add
approx. EUR 25 mn in sales but 0.3 PP dilution to Group margin
 Order intake Q1 up 0,6 % at 331.2 mn, backlog tops prior year
by 20.7% (EUR 602.6 mn)
1 EBIT=operating result as is standard as from Dec. 31, 2013

22. Disclaimer – Forward-looking Statements and Predictions
This presentation contains statements about the future. These statements are based
on current expectations, market evaluations and predictions by the Management Board,
and on information that is currently available to them. The statements about the future
should not be interpreted as guarantees of the future developments and results that they
refer to. Whilst the Management Board are convinced that the statements that have
been made, and the convictions and expectations on which they are based, are realistic,
they rely on suppositions that may conceivably prove to be incorrect; future results and
developments are dependant on a multitude of factors, they involve various risks and
imponderabilities that can affect whether the ongoing development deviates from the
expectations that have been expressed. These factors include, for example, changes to
the general economic and business situation, variations of exchange rates and interest
rates, poor acceptance of new products and services, and changes to business strategy.
22