20090611 SocGen Roadshow Presentation

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Roadshow Beiersdorf / Socit GnraleParis, June 11th, 2009


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Disclaimer

Some of the statements made in this presentation contain forward-looking 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. Actualresults of events could differ materially from those anticipated in theCompanys forward-looking statements, as a result of a variety offactors, including those set forth from time to time in the Companys

press releases and reports and those set forth from time to time in theCompanys analyst calls and discussions. We do not assume anyobligation to update the forward-looking statements contained in thispresentation.

This presentation does not constitute an offer to sell or a solicitation oroffer to buy any securities of the Company, and no part of this

presentation shall form the basis of or may be relied upon in connectionwith any contract or commitment. This presentation is being presentedsolely for your information and is subject to change without notice.


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Faster than market

well prepared for difficult times

Dr. Bernhard DttmannCFO


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Consumer Business Strategy


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5,507

4,546 4,7765,120

Faster than Market

Sales

(in mill.)

BeiersdorfGrowth

(like-for-like)

20072004 2005 2006

5,971

2008

ConsumerGrowth

(like-for-like)

+8.6%+9.3%

+4.0%+4.3%

+7.2%

+9.1%

+4.5%+3.9%

+7.3%+7.5%


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Key Figures

*) excluding special factors due to the realignment of the Consumer Supply Chain (2008 only)

**) calculated on the basis of the dividend carrying shares

Jan. Mar.2008

Jan. Mar.2009

Changelike-for-like

mill. mill. in %

Sales 1,523 1,438 -5.6 -4.0

EBIT 197 145

Profit after Tax 144 100Return on Sales (EBIT) *) 12.9% 10.1%

Return on Sales (Profit after Tax) *) 9.4% 6.9%

Earnings per Share in **) 0.63 0.43


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Biggest Skin and Beauty Care Brand Worldwide *

Again double digit growth in 2008.

Again most trusted brand.

NIVEA is the leading skin & beauty carebrand globally.*

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


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Country SKIN FACE SUN MENS DEO BATH SHOWER HAIR CARE STYLING DECO LIP BABY

Europe West

Austria 1 1 1 1 1 1 4 2 3Belgium 1 1 1 2 2 2 4 5 3 3 3

France 1 1 2 3 2 8 10 8 3 3

Germany 1 1 1 1 1 3 2 5 3 5

Greece 1 2 1 3 10 2 5

Ireland 1 1

Italy 1 1 1 1 2 8 3 6 4 4

Netherlands 1 1 1 1 1 2 4 6

Portugal 1 1 1 1 1 5 2

Spain 1 3 2 1 4

Switzerland 1 1 1 2 1 2 1 3 1 2 2

Turkey 1 1 1 1 3 2

United Kingdom 1 4 2 2 6 9 1

Europe NorthDenmark 1 2 1 3 6

Finland 1 2 2 6

Norway 2 1 3 2

Sweden 1 1 2 2 1 2

Europe East

Bulgaria 1 3 1 1 1 4

Croatia 1 1 1 1 2 2

Czech Rep. 1 2 1 1 2 4 5 2

Estonia 1 2 1 6 7

Hungary 1 3 1 2 1 7 3 7 6 4

Latvia 1 3 2 5 5

Lithuania 1 1 1 4 4Macedonia 1

Poland 1 1 4 1 1 2 5 4 1 2

Romania 1 1 2 1 1 5 2

Russia 1 5 2 2 5 2 7

Serbia 1 1 1 1 3

Slovak Rep. 1 2 1 2 2 4 4 2

Slovenia 1 1 1 1 3 2

Ukraine 3 3 3

Qualitative Growth WorldwideNIVEA Market Positions Europe January-December 2008

Source: AC Nielsen / IRI


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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 themarkets 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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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.

Keeping Up The Constant Stream of Innovations


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Relaunching NIVEA Body Strengthens ourProduct Base

NIVEA Body is one of our most

important categories.

Perfect quality and care at a

reasonable price attractive forconsumers 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 Hamburgand 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 beingsecured.

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 assumptionsof market development)

Consumer

Sales slightly above last year andgrowing faster than market (l-f-l)

EBIT margin remaining above 10%

due to market development

tesa

Gaining market share in a decliningmarket

Operative EBIT remaining positive

Total Group

Total sales slightly below last year(like-for-like)

EBIT and PAT margins below lastyear


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Summary

Markets have slowed significantly but bothConsumer 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: [email protected]

20090611 SocGen Roadshow Presentation

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