Roadshow Beiersdorf / Socit Gnrale

Paris, June 11th, 2009

Disclaimer
Some of the statements made in this presentation contain forwardlooking information that involves a number of risks and uncertainties. Such statements are based on a number of assumptions, estimates, projections or plans that are inherently subject to significant risks, uncertainties and contingencies that are subject to change. Actual results of events could differ materially from those anticipated in the Companys forward-looking statements, as a result of a variety of factors, including those set forth from time to time in the Companys press releases and reports and those set forth from time to time in the Companys analyst calls and discussions. We do not assume any obligation to update the forward-looking statements contained in this presentation. This presentation does not constitute an offer to sell or a solicitation or offer to buy any securities of the Company, and no part of this presentation shall form the basis of or may be relied upon in connection with any contract or commitment. This presentation is being presented solely for your information and is subject to change without notice.

Faster than market well prepared for difficult times

Dr. Bernhard Dttmann
CFO

Consumer Business Strategy

Faster than Market

Sales
(in mill. ) +9.3% Consumer Growth
(like-for-like)

+8.6%

+7.2% +4.3% +4.0% +7.3% +9.1% +7.5% 5,971 +3.9% 4,776 5,120 5,507

Beiersdorf Growth
(like-for-like)

+4.5%

4,546

2004

2005

2006

2007

2008

Key Figures
Jan. Mar. 2008
mill.

Jan. Mar. 2009

mill.

Change
like-for-like in %

Sales EBIT Profit after Tax Return on Sales (EBIT) *) Return on Sales (Profit after Tax) *)

1,523 197 144 12.9% 9.4%

1,438 145 100 10.1% 6.9%

-5.6

-4.0

Earnings per Share in **)

0.63

0.43

*) excluding special factors due to the realignment of the Consumer Supply Chain (2008 only) **) calculated on the basis of the dividend carrying shares

Biggest Skin and Beauty Care Brand Worldwide *

Again double digit growth in 2008. Again most trusted brand. NIVEA is the leading skin & beauty care brand globally.*

* Euromonitor, cosmetics & toiletries excluding fragrances and haircolourants by retail sales value, 2008

Qualitative Growth Worldwide

NIVEA Market Positions Europe January-December 2008
Country SKIN Europe West Austria 1 Belgium 1 France 1 Germany 1 Greece 1 Ireland 1 Italy 1 Netherlands 1 Portugal 1 Spain 1 Switzerland 1 Turkey 1 United Kingdom 1 Europe North Denmark 1 Finland 1 Norway 2 Sweden 1 Europe East Bulgaria 1 Croatia 1 Czech Rep. 1 Estonia 1 Hungary 1 Latvia 1 Lithuania 1 Macedonia Poland 1 Romania 1 Russia 1 Serbia 1 Slovak Rep. 1 Slovenia 1 Ukraine Source: AC Nielsen / IRI FACE 1 1 1 1 2 1 1 1 1 3 1 1 4 2 2 1 1 3 1 2 2 3 3 1 1 1 5 1 2 1 SUN 1 1 2 1 MENS 1 2 3 1 1 1 1 1 1 2 1 2 DEO 1 2 2 1 3 2 1 1 4 1 1 6 3 2 3 2 1 1 1 1 2 1 1 1 1 1 1 2 1 1 1 2 1 2 1 3 1 2 2 7 3 4 2 4 6 7 5 4 5 5 7 3 4 2 BATH SHOWER 1 4 10 2 HAIR CARE 4 5 8 5 STYLING 2 3 3 10 4 6 2 3 1 2 1 6 6 2 2 2 2 DECO 3 3 3 5 2 LIP BABY 2 8 3 3 3 5 4

1 1 1 2 1 2 1

3 2 5 1 3 9

6 4

5 7 6 5 4 4 2 1

2 4

1 1 2 2 1 1 3

2 1 2 1 2 3 3

Gaining Market Share

Gaining market share remains our top priority. In the first quarter, both marketing spend and R&D have been increased relative to sales. Continued investments in the markets will further strengthen our business. Sales development in Q1 was negative in Western Europe but market share has been increased.*

*) Jan.-March 2009 vs. 2008, Nielsen/IRI, Beiersdorf categories

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Keeping Up The Constant Stream of Innovations

Innovations are vital for brand equity and margins.

Beiersdorfs redesigned innovation process ensures an attractive pipeline in the years to come.
Even in times of crisis this is not compromised. Consumers and trade can rely on a constant stream of attractive new product propositions.

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Relaunching NIVEA Body Strengthens our Product Base

NIVEA Body is one of our most important categories.

Perfect quality and care at a reasonable price attractive for consumers in difficult times.
Enhances NIVEA Bodys feminity and uniqueness. Currently being launched globally.

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Nivea House in Berlin

After the NIVEA Houses in Hamburg and Dubai, the NIVEA Haus Berlin is the worlds third.

Oriented to the needs of big-city clients.

Moments of recuperation are offered on 520 m at a top location - no appointments necessary. Strengthens the dialogue with consumers and delivers additional consumer insights.

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Reacting Quickly in Tough Economic Times

Decreasing demand is putting pressure on capacity usage and profitability.

While the Consumer business remains stable, tesa has been strongly affected by its shrinking industry business.
Beiersdorf has already announced unprecedented measures for tesa and is prepared to take actions for Consumer if necessary. Assets and supplies have immediately been safeguarded. Fixed costs are being trimmed. Priorities are unchanged: Gaining market share comes first. At the same time, adequate profit levels are being secured. After the crisis, Beiersdorf will quickly return to profitable growth back at pre-crisis levels.

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Beiersdorf Consumer Business Strategy

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Guidance 2009
(based on current assumptions of market development)

Consumer Sales slightly above last year and growing faster than market (l-f-l) EBIT margin remaining above 10% due to market development tesa Gaining market share in a declining market

Total Group Total sales slightly below last year (like-for-like) EBIT and PAT margins below last year

Operative EBIT remaining positive

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Summary
Markets have slowed significantly but both Consumer and tesa keep gaining market share.

We have reacted quickly in order to keep profits on acceptable levels.

Our two business segments are using the crisis to improve their market positions resulting in medium and long term benefits. Our financial base remains very solid and supports our successful business model.

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How to contact Investor Relations

Beiersdorf website www.Beiersdorf.com

IR-Hotline Fon: +49 (0) 40 4909 5000 Fax: +49 (0) 40 4909 18 5000 email: Investor.Relations@Beiersdorf.com