Haci Ömer Sabanci : 2022 Q4 Earnings Presentation

2022 YE

EARNINGS PRESENTATION

March 2, 2023

Disclaimer

The information and opinions contained in this document have been compiled by Hacı Ömer Sabancı Holding A.Ş. ("Holding") from sources believed to be reliable and in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. No undue reliance may be placed for any purposes whatsoever on the information contained in this presentation or on its completeness, accuracy or fairness. This document contains forward-looking statements by using such words as "may", "will", "expect", "believe", "plan" and other similar terminology that reflect the Holding management's current views, expectations, assumptions and forecasts with respect to certain future events. As the actual performance of the companies may be affected by risks and uncertainties, all opinions, information and estimates contained in this document constitute the Holding's current judgement and are subject to change, update, amend, supplement or otherwise alter without notice. Although it is believed that the information and analysis are correct and expectations reflected in this document are reasonable, they may be affected by a variety of variables and changes in underlying assumptions that could cause actual results to differ materially. Holding does not undertake any obligation, and disclaims any duty to update or revise any forward looking statements, whether as a result of new information or future events. Neither this document nor the information contained within can construe any investment advice, invitation or an offer to buy or sell Holding and/or Its group companies' shares. Holding cannot guarantee that the securities described in this document constitute a suitable investment for all investors and nothing shall be taken as an inducement to any person to invest in or otherwise deal with any shares of Holding and its group companies. The information contained in this document is published for the assistance of recipients, but is not to be relied upon as authoritative or taken in substitution for the exercise of judgment by any recipient. You must not distribute the information in this document to, or cause it to be used by, any person or entity in a place where its distribution or use would be unlawful. Neither Holding, its board of directors, directors, managers, nor any of Its employees shall have any liability whatsoever for any direct or consequential loss arising from any use of this document or its contents.

2

We were, and will continue to be in the region until all wounds are healed…

3

2022 Highlights

Strong Financial		Dynamic Portfolio		Improved ESG
Results		Management		Performance
Topline growth: 168%		PMI Disposal: TL3.1bn		3 notches increase from MSCI in 3 years
Net income* growth: 258%		2 new acquisitions**: TL0.7bn		1st conglomerate from Türkiye in Bloomberg GEI
Net debt/EBITDA* < 1.0x		New investments**: TL4.2bn		"A" from Refinitiv among 50+ Holdings
Holding-only cash at USD167mn		5 new deals in Sabancı Ventures		Inclusion in BIST 25 Sustainability Index

NAV growth: 81% in USD

NAV discount: 26.6%, down by 19pps compared to a year ago

Funds allocated for share buyback raised to TL3.25bn

* Net income excludes non-operational and non-recurringone-off items. EBITDA excludes banking, net cash position of financial services, IFRS 16 impact; and non-operational and non-recurring one-	4
off items. ** Holding only investments.

Strengthening Our Presence in New Economy As We Committed

Energy & Climate

Technologies

Türkiye's first green hydrogen production Solar investments in the US

Start-up investments in the US Türkiye's first electrical bus

Battery packs & BMS for energy storage

Wind plants in Türkiye to reach ~5GW capacity E-charging stations at 1,000 in 81 cities in 2023

Investments in New Growth Platforms

(76% of total investments)

Advanced Material

Technologies

Acquisition of Microtex in Italy

Sector diversification in composites in the US Capacity increase in Calcium Aluminate Cement

Formation of R&D Center in Munich by Kordsa VC investments via Building Solutions BV

Digital

Technologies

Acquisition of Arvento

Acquisition of Radiflow in OT Cyber-Security Acquisition of SEM in digital marketing

Launch of Teknosa Marketplace

Start-up investments via Sabancı Ventures

Investments to Protect & Grow the Core

(24% of total investments)

Capacity Increases in Tire Reinforcement and Building Materials both in Türkiye and in the US

Efficiency Investments on increasing share of alternative fuel usage & solar panel installations

Capital injections to strengthen our leading position in our core businesses

5