CEO Mikael Fryklund CFO Karin Gunnarsson

July 19, 2017

Welcome to HEXPOL Q2 2017 report update

Telephone presentation July 19, 2017, 12:00 CET

Please call +46 8213 091 (international call)

020-213 091 (national call, Sweden)

08-213 091 (mobile call, Sweden)

and enter meeting code 917 840

July 19, 2017

- 1 -

Introduction to HEXPOL

Q2 2017 HEXPOL Group

Q2 2017 Business areas

January June 2017 Key figures

Q2 2017 Summary

Q & A

July 19, 2017

- 2 -

Agenda

HEXPOL is a world leading polymers group with strong global positions in

advanced polymer compounds (Compounding), gaskets for plate heat

exchangers (Gaskets) and wheels made of plastic and rubber materials for

forklifts and castor wheel applications (Wheels).

July 19, 2017

- 3 -

HEXPOL Fast growing with strong margins

HEXPOLs vision is to be market leader,

number one or two, in selected technological

or geographical segments, to generate profit,

growth and shareholder value.

July 19, 2017

- 4 -

Our vision guides us

Two business areas HEXPOL Compounding

HEXPOL Engineered Products

Strong global market positions Global leading position for Rubber Compounding

Strong European position in Thermoplastic Elastomer Compounding (TPE)

Strong US position for reinforced Polypropylene Compounding

Global leading position in Gaskets for plate heat exchangers (PHEs)

Global market coverage in Wheels for fork lift trucks and castor wheels

Global presence with production at 43 units in 10 countries (4,400 employees)

97% of sales outside Sweden

Head office in Malm, Sweden

Shares listed on NASDAQ Stockholm, Large Cap

July 19, 2017

- 5 -

HEXPOL A well positioned Group

True global footprint

Historical strong sales growth and good profitability

Well invested and strong cash flow

Long industrial history with highly experienced and dedicated management and board

Acquisition oriented major acquisition within Polymer Compounding: 2010: Elasto, Excel Polymers 2012: Mller Kunststoffe, Robbins 2014: Kardoes, Vigar Rubber Compounding, Portage Precision Polymers 2015: RheTech Thermoplastic Compounding (RheTech, RheTech Colors and RheTech Engineered Plastics) 2016: Berwin Group (Berwin Rubber Co Ltd, Berwin Industrial Polymers Ltd and Flexi-Cell (UK) Ltd) 2017: Trelleborg Material & Mixing Lesina s.r.o, Valley Processing

Acquired 28 units with sales, development and production since 2010

July 19, 2017

- 6 -

HEXPOL A well positioned Group

Two business areas HEXPOL Compounding (93% of sales)

HEXPOL Engineered Products (7% of sales)

July 19, 2017

- 7 -

HEXPOL With a stable organisation

01 0002 0003 0004 0005 0006 0007 0008 0009 000

10 00011 00012 000

M SEKValley (Apr 2017)

Lesina (Mar 2017)

Berwin (Jun 2016)

RheTech (Jan 2015)

PPP (Dec 2014)

Vigar (Nov 2014)

Kardoes (Aug 2014)

Robbins (Nov 2012)

Mller Kunststoffe (Jan 2012)

EXCEL Polymers (Dec 2010)

ELASTO (Apr 2010)

Gold Key (Sep 2007)

Trostel (May 2005)

Thona (May 2004)

GFD (Jul 2002)

HEXPOL

July 19, 2017

- 8 -

Contribution to sales made by acquisitions in the past years (acquisition month in parenthesis)

HEXPOL A fast growing Group

Product Development New segments (for example: flame retardant) New products in existing segments (for example: weight saving) Application oriented

Increased market share

Acquisitions mainly within Polymer Compounding Existing geographical markets (Kardoes, Portage Precision and Valley Processing in US,

Vigar Rubber Compounding in Germany, Berwin Group in UK and Trelleborg Material & Mixing Lesina in Czech Republic)

New geographical markets (Vigar Rubber Compounding in Spain) New chemistry (Portage Precision/silicon compounding, RheTech Thermoplastic

Compounding/specialized TP compounding) New end user segments Existing end user segments

Capacity investments in TPE Compounding

July 19, 2017

- 9 -

HEXPOL A fast growing Group

Raw material manufacturers

Manufacturer of polymer compounds

Rubber and plastic component manufacturers

OEMs End customers

The market:

Fragmented market few global players many

local players

Few industrial consolidators

Few vertically integrated companies

-Rubber -TPE -PP

-Silicone -FKM -PA

- 10 -

July 19, 2017

Business model:

Glocal (local production/JIT)

Application focused (often end user specified)

Customized made to order

HEXPOL Compounding, value chain* (example):

(reinforced)

* Examples of companies, active in different parts of the value chain

HEXPOL A fast growing Group

http://www.dow.com/

Fragmented market in polymer compounding with few global competitors Examples of polymer compounders:

AirBoss - Teknor Apex Kraiburg - Multibase Dynamix - GLS Preferred Rubber - A.Schulman PTE - Alpha Gary Unica - PolyOne SPC - Washington Penn Mller Kunststoffe (acquired in 2012) Kardoes (acquired in 2014) Portage Precision Polymers (acquired in 2014) Vigar Rubber Compounding (acquired in 2014) Berwin Group (acquired in 2016) Trelleborg Material & Mixing Lesina (acquired in 2017) Valley Processing (acquired in 2017) Customers who own rubber compounding facilities Many local national compounders

- 11 - - 11 -

July 19, 2017

HEXPOL A well positioned Group

Main customer segments: Strong automotive industry

Growth to automotive industries but today lower share of total Group sales thanks to strong growth in other segments

Automotive sales around 40% 2016

Engineering and general industry

Building and construction

Energy, oil and gas sector

Cable and water treatment industries

Consumer industries

Medical equipment industries

Manufacturers of plate heat exchangers

Manufacturers of forklifts and castor wheels

- 12 -

HEXPOL A well positioned Group

July 19, 2017

Sales per geographic area Jan-Jun 2017

Europe 32%

NAFTA 64%

Asia 4%

- 13 -

HEXPOL sales distribution

July 19, 2017

Diagram1

2041

4046

281

Sales

Sales per geographic area Jan-Jun 2017

Sheet1

Sales

Europe 32%204132.1%PIIGS1125%

NAFTA 64%404663.5%

Asia 4%2814.4%

6368

To resize chart data range, drag lower right corner of range.

3 190 2 6083 798

7 1978 007 8 036

8 919

11 229 10 879

11 863

0,0

4,0

8,0

12,0

16,0

20,0

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

2008 2009* 2010* 2011 2012 2013 2014 2015 2016 Jul 16-Jun 17

Sales OM

M SEK %

- 14 -

*Adjusted for items affecting comparability

A fast growing Group with strong margin development

July 19, 2017

Chart1

31909.7

260810

379812.1

719712.4

800713.4

803615.6

891916.3

1122917.5

1087917.7

1186316.9

Sales

OM

7 197

8 007

Sheet1

SalesOM

2007273011.2

200831909.7

2009*260810

2010*379812.1

2011719712.4

2012800713.4

2013803615.6

2014891916.3

20151122917.5

20161087917.7

Jul 16-Jun 171186316.9

To resize chart data range, drag lower right corner of range.

0

50

100

150

200

250

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Jul 16 -Jun 17

Depreciations Investments

MSEK

July 19, 2017

- 15 -

Investments in line with/ or below depreciations

Jul 16 Jun 17: Mainly capacity investments in Mexico and maintenance investments

* tangible fixed assets

Depreciations & investments*

Chart1

68164

90105

8021

8430

140102

143174

141142

139127

193156

196163

206176

Depreciations

Investments

Sheet1

DepreciationsInvestments

200768164

200890105

20098021

20108430

2011140102

2012143174

2013141142

2014139127

2015193156

2016196163

Jul 16 - Jun 17206176

To resize chart data range, drag lower right corner of range.

Invest YTD 2014129Depr YTD 2014150

Q1 2014-29Q1 2014-35

Q1 201541Q1 201553

R12141R12168

July 19, 2017

- 16 -

Elasto (April, 2010) TPE Compounding - Units in UK and Sweden

Excel Polymers (Nov, 2010) Rubber Compounding - Units in US, Mexico, UK and China

Mller Kunststoffe (Jan, 2012) TPE Compounding - Units in Germany

Robbins (Nov, 2012) Rubber Compounding - Units in US

Kardoes (Aug, 2014) Rubber Compounding - Unit in US

Vigar Rubber Compounding (Nov, 2014) Rubber Compounding - Units in Spain and Germany

Portage Precision Polymers (Dec, 2014) Rubber/silicon Compounding - Unit in US

RheTech Thermoplastic Compounding (Jan, 2015) Specialized Thermoplastic Compounding - Units in US

Berwin Group (June, 2016) Rubber Compounding - Units in UK

Trelleborg Material & Mixing Lesina (March 2017) Rubber Compounding - Unit in Czech Republic

Valley Processing (April, 2017) Rubber Compounding - Unit in US

Acquisition oriented Major acquisitions within Polymer Compounding

July 19, 2017

Trelleborg Material & Mixing Lesina s.r.o. with a manufacturing facility in Lesina, Czech Republic

A well-known Rubber Compounder in Central Europe Had an annual turnover of around 40 MEUR in 2016 Around 125 employees

- 17 -

HEXPOL acquired Trelleborgs Rubber Compounding unit in Czech Republic end of March, 2017

July 19, 2017

Valley Processing, with a manufacturing facility in California, US

A well-known US Rubber Compounder Had an annual turnover of around 34 MUSD in 2016 Around 90 employees

- 18 -

HEXPOL acquired Valley Processing April 2017

- 19 -

July 19, 2017

- 19 -

2017 2016 2017MSEK Q2 Q2 Q1

Sales 3,230 2,627 3,138

Operating profit, EBIT 517 465 532

Operating margin, % 16.0 17.7 17.0

Profit after tax 366 329 379

Earnings per share, SEK 1.06 0.96 1.10

Operating cash flow 423 580 435

Sales increased 23% Positive volume development Slightly higher raw material prices, but stable compared to Q1 2017 Continued price pressure on all markets

Q2 2017 Increased sales and higher profit

+ 23%

+ 11%

+ 10%

Sales (including acquisitions) increased 23% to 3,230 MSEK (2,627) - Positive volume development - Slightly higher raw material prices, but stable compared to Q1 2017 - Price pressure continued strong on all markets - Positive currency effects NAFTA increased sales (including Valley Processing) by 20% - Continued good sales to automotive related customers, slightly lower demand at the end of the quarter - Improved sales to building and construction, engineering and general industry Europe increased sales (including Berwin Group and Trelleborg Material & Mixing Lesina) by 29% - Continued good sales to automotive related customers - Improved sales to building and construction, engineering and general industry Asia increased sales by 20% - Increased sales mainly to automotive related customers in China Operating profit increased 11% to 517 MSEK (465) The acquired Trelleborgs Rubber Compounding unit in Czech Republic, a well-known Rubber

Compounder in Central Europe, has been integrated In early April, Valley Processing, a well known US Rubber Compounder, was acquired

July 19, 2017

- 20 -

Q2 2017 Increased sales and higher profit

Net sales increased 23% to 3,230 MSEK (2,627) Operating profit increased 11% to 517 MSEK (465) Operating margin amounted to 16.0% (17.7) Return on capital employed, R12 amounted to 26.3% (27.9)

July 19, 2017

MSE

K

- 21 -

Earnings per share increased 10% to 1.06 SEK

(0.96) Operating cash flow amounted to 423 MSEK

(580) Strong Balance Sheet

Equity/assets ratio 59% (69) Net debt 948 MSEK (net cash 234)

0%

4%

8%

12%

16%

20%

24%

0

500

1000

1500

2000

2500

3000

3500

Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2

2012 2013 2014 2015 2016 2017

Net sales Operating margin

Net sales & operating margin

Q2 2017 Increased sales and higher profit

- Strong balance sheet, well equipped for further expansion

July 19, 2017

- 22 -

2017 2016 2017MSEK Q2 Q2 Q1

Sales 3,230 2,627 3,138

Operating profit, EBIT 517 465 532

Operating margin, % 16.0 17.7 17.0

Profit after tax 366 329 379

Earnings per share, SEK 1.06 0.96 1.10

Operating cash flow 423 580 435

Net cash -948 234 981

Equity/assets ratio, % 59 69 75

Q2 2017 Increased sales and higher profit

- 23 -

MSEK 2017 2016 Growth 2017 2016 Growth

Sales 3 230 2 627 23% 6 368 5 384 18%

Currency -162 -6% -280 -5%

Ex. Currency 3 068 2 627 17% 6 088 5 384 13%

Acquisition -286 -11% -414 -8%Ex. Currency and acquisition 2 782 2 627 6% 5 674 5 384 5%

Quarter 2 Jan - Jun

July 19, 2017

Q2 2017 Increased sales and higher profit

Engineered sales margin

1690.077

1870.086

1800.089

1820.093

1880.074

1900.1

1910.115

1780.096

1910.089

1900.105

1790.106

1770.096

1830.087

1710.094

1630.117

1740.155

1770.153

1740.126

&A

Page &P

Net sales

Operating margin

Compunding margin sales

5810.127

7790.128

7700.135

9500.126

15980.123

15860.133

16520.129

16140.126

19510.131

19310.138

18010.145

15870.134

18310.154

18890.157

18760.163

17490.168

19540.172

19710.171

&A

Page &P

Net sales

Operating margin

HEXPOL margin sales

7500.117

9660.12

9500.126

11320.121

17860.118

17760.13

18430.128

17920.123

21420.127

21210.135

19800.141

17640.13

20140.148

20600.151

20390.159

19230.167

21310.171

21450.168

&A

Page &P

Net sales

Operating Margin

Data

CompoundingEngineered ProductsHEXPOL

Net salesNet Sales (R12)Operating marginNet salesNet Sales (R12)Operating marginNet salesNet Sales (R12)Operating Margin

2005Q138733812.40%2005Q114313416.08%2005Q153047213.40%

Q239936811.78%Q214813714.19%Q254750512.43%

Q340838511.52%Q313113914.50%Q353952412.24%

Q44214049.33%Q41681486.54%Q45895528.54%

2006Q14614229.33%2006Q11751569.71%2006Q16365789.43%

Q24544368.59%Q21791637.82%Q26335998.37%

Q34394447.29%Q31691737.69%Q36086177.40%

Q44294466.76%Q41821769.89%Q46116227.69%

2007Q146044610.00%2007Q119618211.73%2007Q165662810.52%

Q245144510.64%Q220018716.50%Q265163212.44%

Q349545910.71%Q318419118.48%Q367965012.81%

Q45494898.74%Q419519410.27%Q47446839.14%

2008Q16485368.49%2008Q120419613.73%2008Q18527329.74%

Q26485859.72%Q219819512.63%Q284678010.40%

Q360961410.34%Q318619611.83%Q379580910.69%

Q45208.27%Q41776.21%Q46977.75%

2009Q14818.10%2009Q11664.20%2009Q16477.10%

Q246710.50%Q21403.60%Q26078.90%

Q351914.30%Q31325.30%Q365112.40%

Q455312.50%Q41507.30%Q470311.40%

2010Q158112.70%2010Q11697.70%2010Q175011.70%

Q277912.80%Q21878.60%Q296612.00%

Q377013.50%Q31808.90%Q395012.60%

Q495012.60%Q41829.30%Q4113212.10%

2011Q1159812.30%2011Q11887.40%2011Q1178611.80%

Q2158613.30%Q219010.00%Q2177613.00%

Q3165212.90%Q319111.50%Q3184312.80%

Q4161412.60%Q41789.60%Q4179212.30%

2012Q1195113.10%2012Q11918.90%2012Q1214212.70%

Q2193113.80%Q219010.50%Q2212113.50%

Q3180114.50%Q317910.60%Q3198014.10%

Q4158713.40%Q41779.60%Q4176413.00%

2013Q1183115.40%2013Q11838.70%2013Q1201414.80%

Q2188915.70%Q21719.40%Q2206015.10%

Q3187616.30%Q316311.70%Q3203915.90%

Q4174916.80%Q417415.50%Q4192316.70%

2014Q1195417.20%2014Q117715.30%2014Q1213117.10%

Q2197117.10%Q217412.60%Q2214516.80%

Q3Q3Q3

Q4Q4Q4

Operating ProfitOperating Profit (R12)Operating ProfitOperating Profit (R12)Operating ProfitOperating (R12)

2005Q148442005Q123232005Q17167

Q24747Q22122Q26869

Q34752Q31921Q36673

Q43945Q41119Q45064

2006Q143442006Q117172006Q16061

Q23942Q21415Q25357

Q33238Q31314Q34552

Q42936Q41816Q44752

2007Q146372007Q123172007Q16954

Q24839Q23322Q28161

Q35344Q33427Q38771

Q44849Q42028Q46877

2008Q155512008Q128292008Q18380

Q26355Q22527Q28882

Q36357Q32224Q38581

Q443Q411Q454

2009Q1392009Q172009Q1-52

Q249Q25Q254

Q374Q37Q381

Q469Q411Q480

2010Q1742010Q1132010Q187

Q2100Q216Q2116

Q3104Q316Q3120

Q4120Q417Q473

2011Q11962011Q1142011Q1210

Q2211Q219Q2230

Q3213Q322Q3235

Q4203Q417Q4220

2012Q12552012Q1172012Q1272

Q2267Q220Q2287

Q3261Q319Q3280

Q4237Q417Q4250

2013Q12822013Q1162013Q1298

Q2296Q216Q2312

Q3305Q319Q3324

Q4294Q427Q4321

2014Q13372014Q1272014Q1364

Q2338Q222Q2360

Q3Q3Q3

Q4Q4Q4

Data Sales

HEXPOL Group - Acquisition impacts on Sales

YearHEXPOLGFDThonaStellana USGold KeyELASTOEXCEL Pol.HKM (Jan 2012)HEXPOL

19983810000000381

19994120000000412

20004640000000464

20014840000000484

2002508124000000631

2003546330000000876

2004614351649000001,614

20056783971,0983200002,205HEXPOL809,214

20067604111,2388000002,489GFD443,473

20078803761,265611480002,730Thona1,817,177

20088684051,326655260003,190Stellana US79,503

20096222271,083696070002,608GoldKey744,012

20107542851,4887771728519203,798Elasto385,177

20118104431,817807443852,9187,196Excel2,918,033

Oct 2011- Sep 20127,196,589

Pro forma

HEXPOLGFD (Jul 2002)Thona (May 2004)Trostel (May 2005)Gold Key (Sep 2007)ELASTO (Apr 2010)EXCEL Polymers (Dec 2010)Mller Kunststoffe (Jan 2012)Robbins (Nov 2012)HEXPOL

20025081240000000631

20035463300000000876

200496506490000001,614

20051,07501,09832000002,205

20062,4090080000002,489

20072,58200014800002,730

20082,66400052600003,190

20092,608000000002,608

20103,3210000285192003,798

20113,89400003852,918007,197

20127,523000000441438,007

20137,68700000003498,036

Chart Sales

507.7123.60000000

545.9329.60000000

9650649000000

1075010983200000

2409008000000

25820001480000

26640005260000

260800000000

3321000028519200

38940000385291800

752300000044143

76872013201320132013201320132013349

HEXPOL

GFD (Jul 2002)

Thona (May 2004)

Trostel (May 2005)

Gold Key (Sep 2007)

ELASTO (Apr 2010)

EXCEL Polymers (Dec 2010)

Mller Kunststoffe (Jan 2012)

Robbins (Nov 2012)

M SEK

Quarter tables

201420132014201420132014

MSEKQ2Q2Q1MSEKQ2Q2Q1

Net Sales2,1452,0602,1314%Net Sales2,1452,0602,131Lnkade4%

Operating Profit, EBIT36031236415%Operating Profit, EBIT36031236415%

Operating Margin, %16.815.117.1Operating Margin, %16.815.117.1

Profit after tax25822826213%Profit after tax25822826213%

Earnings per share, SEK7.506.627.6113%Earnings per share, SEK7.506.627.61

Operating cash flow4123852877%Operating cash flow4123852877%

Net debt1331,013312-87%

Net debt/equity, multiple0.00.30.1

Equity/assets ratio, %61.349.661.5

Net SalesOperating ProfitOperating Margin, %

201420132014201420132014201420132014

MSEKQ2Q2Q1Q2Q2Q1Q2Q2Q1

HEXPOL Compounding1,9711,8891,95433829633717.115.717.2

HEXPOL Engineered Products17417117722162712.69.415.3

YTD Tables

Apr-JunJan - JunFull-yearJan 2013-Full-yearJul 2013- Jun 2014

MSEK20142013201420132013Dec 20132013

Net Sales2,1452,0604,2764,0748,0078,2098,0368,2385%

Operating Profit, EBIT3603127246101,0691,1831,2551,36919%

Operating Margin, %16.815.116.915.013.414.815.616.6

Profit after tax2582285204447538299301,00617%

Earnings per share, SEK7.506.6215.1112.9021.8824.0927.0229.2317%

Operating cash flow4123856996251,2091,2831,4181,49212%

Net debt1759851,215312-82%

Equity/assets ratio, %62.750.849.261.5

Return on capital employed, %30.825.324.025.127.029.1

Ej med i Q2 2013

Net SalesOperating ProfitOperating Margin, %

MSEK201320122013201220132012

HEXPOL Compounding7,3457,2701,17799616.013.7

HEXPOL Engineered Products691737787311.39.9

Jan - Mar

MSEK20142013

Investments2921

Depreciations/Amortizations3538

Sales Growth

Quarter 2Jan - JunJan-Sep

MSEK20172016Growth20172016Growth20152014Growth

Sales3,2302,62723%6,3685,38418%8,6336,58831%

Currency-162-6%-280-5%-1,154-17%

Ex. Currency3,0682,62717%6,0885,38413%

Acquisition-286-11%-414-8%

Ex. Currency and acquisition2,7822,6276%5,6745,3845%7,47914%

HEXPOL Profit + R12

7167

6869

6673

5064

6061

5357

4552

4752

6954

8161

8771

6877

8380

&A

Page &P

Operating Profit

Operating (R12)

HEXPOL Sales + R12

530472

547505

539524

589552

636578

633599

608617

611622

656628

651632

679650

744683

852732

&A

Page &P

Net sales

Net Sales (R12)

Engineering Sales + R12

143134

148137

131139

168148

175156

179163

169173

182176

196182

200187

184191

195194

204196

&A

Page &P

Net sales

Net Sales (R12)

Compunding Profit + R12

4844

4747

4752

3945

4344

3942

3238

2936

4637

4839

5344

4849

5551

&A

Page &P

Operating Profit

Operating Profit (R12)

Engineering Profit + R12

2323

2122

1921

1119

1717

1415

1314

1816

2317

3322

3427

2028

2829

&A

Page &P

Operating Profit

Operating Profit (R12)

Compunding Sales + R12

387338

399368

408385

421404

461422

454436

439444

429446

460446

451445

495459

549489

648536

&A

Page &P

Net sales

Net Sales (R12)

Blad3

hiuhio

iknhikn

knkln

July 19, 2017

HEXPOL Compounding Increased sales Positive volume development Slightly higher raw material prices, but stable compared to Q1 2017 Price pressure continued strong on all markets

HEXPOL Engineered Products Increased sales

- 24 -

2017 2016 2017 2017 2016 2017 2017 2016 2017MSEK Q2 Q2 Q1 Q2 Q2 Q1 Q2 Q2 Q1

HEXPOL Compounding 2 999 2 414 2 910 487 435 505 16.2 18.0 17.4

HEXPOL Engineered Products 231 213 228 30 30 27 13.0 14.1 11.8

Operating Margin, %Operating ProfitNet Sales

Q2 2017 Business areas Increased sales and higher profit

Engineered sales margin

1690.077

1870.086

1800.089

1820.093

1880.074

1900.1

1910.115

1780.096

1910.089

1900.105

1790.106

1770.096

1830.087

1710.094

1630.117

1740.155

1770.153

1740.126

&A

Page &P

Net sales

Operating margin

Compunding margin sales

5810.127

7790.128

7700.135

9500.126

15980.123

15860.133

16520.129

16140.126

19510.131

19310.138

18010.145

15870.134

18310.154

18890.157

18760.163

17490.168

19540.172

19710.171

&A

Page &P

Net sales

Operating margin

HEXPOL margin sales

7500.117

9660.12

9500.126

11320.121

17860.118

17760.13

18430.128

17920.123

21420.127

21210.135

19800.141

17640.13

20140.148

20600.151

20390.159

19230.167

21310.171

21450.168

&A

Page &P

Net sales

Operating Margin

Data

CompoundingEngineered ProductsHEXPOL

Net salesNet Sales (R12)Operating marginNet salesNet Sales (R12)Operating marginNet salesNet Sales (R12)Operating Margin

2005Q138733812.40%2005Q114313416.08%2005Q153047213.40%

Q239936811.78%Q214813714.19%Q254750512.43%

Q340838511.52%Q313113914.50%Q353952412.24%

Q44214049.33%Q41681486.54%Q45895528.54%

2006Q14614229.33%2006Q11751569.71%2006Q16365789.43%

Q24544368.59%Q21791637.82%Q26335998.37%

Q34394447.29%Q31691737.69%Q36086177.40%

Q44294466.76%Q41821769.89%Q46116227.69%

2007Q146044610.00%2007Q119618211.73%2007Q165662810.52%

Q245144510.64%Q220018716.50%Q265163212.44%

Q349545910.71%Q318419118.48%Q367965012.81%

Q45494898.74%Q419519410.27%Q47446839.14%

2008Q16485368.49%2008Q120419613.73%2008Q18527329.74%

Q26485859.72%Q219819512.63%Q284678010.40%

Q360961410.34%Q318619611.83%Q379580910.69%

Q45208.27%Q41776.21%Q46977.75%

2009Q14818.10%2009Q11664.20%2009Q16477.10%

Q246710.50%Q21403.60%Q26078.90%

Q351914.30%Q31325.30%Q365112.40%

Q455312.50%Q41507.30%Q470311.40%

2010Q158112.70%2010Q11697.70%2010Q175011.70%

Q277912.80%Q21878.60%Q296612.00%

Q377013.50%Q31808.90%Q395012.60%

Q495012.60%Q41829.30%Q4113212.10%

2011Q1159812.30%2011Q11887.40%2011Q1178611.80%

Q2158613.30%Q219010.00%Q2177613.00%

Q3165212.90%Q319111.50%Q3184312.80%

Q4161412.60%Q41789.60%Q4179212.30%

2012Q1195113.10%2012Q11918.90%2012Q1214212.70%

Q2193113.80%Q219010.50%Q2212113.50%

Q3180114.50%Q317910.60%Q3198014.10%

Q4158713.40%Q41779.60%Q4176413.00%

2013Q1183115.40%2013Q11838.70%2013Q1201414.80%

Q2188915.70%Q21719.40%Q2206015.10%

Q3187616.30%Q316311.70%Q3203915.90%

Q4174916.80%Q417415.50%Q4192316.70%

2014Q1195417.20%2014Q117715.30%2014Q1213117.10%

Q2197117.10%Q217412.60%Q2214516.80%

Q3Q3Q3

Q4Q4Q4

Operating ProfitOperating Profit (R12)Operating ProfitOperating Profit (R12)Operating ProfitOperating (R12)

2005Q148442005Q123232005Q17167

Q24747Q22122Q26869

Q34752Q31921Q36673

Q43945Q41119Q45064

2006Q143442006Q117172006Q16061

Q23942Q21415Q25357

Q33238Q31314Q34552

Q42936Q41816Q44752

2007Q146372007Q123172007Q16954

Q24839Q23322Q28161

Q35344Q33427Q38771

Q44849Q42028Q46877

2008Q155512008Q128292008Q18380

Q26355Q22527Q28882

Q36357Q32224Q38581

Q443Q411Q454

2009Q1392009Q172009Q1-52

Q249Q25Q254

Q374Q37Q381

Q469Q411Q480

2010Q1742010Q1132010Q187

Q2100Q216Q2116

Q3104Q316Q3120

Q4120Q417Q473

2011Q11962011Q1142011Q1210

Q2211Q219Q2230

Q3213Q322Q3235

Q4203Q417Q4220

2012Q12552012Q1172012Q1272

Q2267Q220Q2287

Q3261Q319Q3280

Q4237Q417Q4250

2013Q12822013Q1162013Q1298

Q2296Q216Q2312

Q3305Q319Q3324

Q4294Q427Q4321

2014Q13372014Q1272014Q1364

Q2338Q222Q2360

Q3Q3Q3

Q4Q4Q4

Data Sales

HEXPOL Group - Acquisition impacts on Sales

YearHEXPOLGFDThonaStellana USGold KeyELASTOEXCEL Pol.HKM (Jan 2012)HEXPOL

19983810000000381

19994120000000412

20004640000000464

20014840000000484

2002508124000000631

2003546330000000876

2004614351649000001,614

20056783971,0983200002,205HEXPOL809,214

20067604111,2388000002,489GFD443,473

20078803761,265611480002,730Thona1,817,177

20088684051,326655260003,190Stellana US79,503

20096222271,083696070002,608GoldKey744,012

20107542851,4887771728519203,798Elasto385,177

20118104431,817807443852,9187,196Excel2,918,033

Oct 2011- Sep 20127,196,589

Pro forma

HEXPOLGFD (Jul 2002)Thona (May 2004)Trostel (May 2005)Gold Key (Sep 2007)ELASTO (Apr 2010)EXCEL Polymers (Dec 2010)Mller Kunststoffe (Jan 2012)Robbins (Nov 2012)HEXPOL

20025081240000000631

20035463300000000876

200496506490000001,614

20051,07501,09832000002,205

20062,4090080000002,489

20072,58200014800002,730

20082,66400052600003,190

20092,608000000002,608

20103,3210000285192003,798

20113,89400003852,918007,197

20127,523000000441438,007

20137,68700000003498,036

Chart Sales

507.7123.60000000

545.9329.60000000

9650649000000

1075010983200000

2409008000000

25820001480000

26640005260000

260800000000

3321000028519200

38940000385291800

752300000044143

76872013201320132013201320132013349

HEXPOL

GFD (Jul 2002)

Thona (May 2004)

Trostel (May 2005)

Gold Key (Sep 2007)

ELASTO (Apr 2010)

EXCEL Polymers (Dec 2010)

Mller Kunststoffe (Jan 2012)

Robbins (Nov 2012)

M SEK

Quarter tables

201420132014201420132014

MSEKQ2Q2Q1MSEKQ2Q2Q1

Net Sales2,1452,0602,1314%Net Sales2,1452,0602,131Lnkade4%

Operating Profit, EBIT36031236415%Operating Profit, EBIT36031236415%

Operating Margin, %16.815.117.1Operating Margin, %16.815.117.1

Profit after tax25822826213%Profit after tax25822826213%

Earnings per share, SEK7.506.627.6113%Earnings per share, SEK7.506.627.61

Operating cash flow4123852877%Operating cash flow4123852877%

Net debt175985312-82%

Net debt/equity, multiple0.00.30.1

Equity/assets ratio, %62.750.861.5

Net SalesOperating ProfitOperating Margin, %

201720162017201720162017201720162017

MSEKQ2Q2Q1Q2Q2Q1Q2Q2Q1

HEXPOL Compounding2,9992,4142,91048743550516.218.017.4

HEXPOL Engineered Products23121322830302713.014.111.8

YTD Tables

Apr-JunJan - JunFull-yearJan 2013-Full-yearJul 2013- Jun 2014

MSEK20142013201420132013Dec 20132013

Net Sales2,1452,0604,2764,0748,0078,2098,0368,2385%

Operating Profit, EBIT3603127246101,0691,1831,2551,36919%

Operating Margin, %16.815.116.915.013.414.815.616.6

Profit after tax2582285204447538299301,00617%

Earnings per share, SEK7.506.6215.1112.9021.8824.0927.0229.2317%

Operating cash flow4123856996251,2091,2831,4181,49212%

Net debt1759851,215312-82%

Equity/assets ratio, %62.750.849.261.5

Return on capital employed, %30.725.324.025.127.029.1

Ej med i Q2 2013

Net SalesOperating ProfitOperating Margin, %

MSEK201320122013201220132012

HEXPOL Compounding7,3457,2701,17799616.013.7

HEXPOL Engineered Products691737787311.39.9

Jan - Mar

MSEK20142013

Investments2921

Depreciations/Amortizations3538

Sales Growth

Quarter 2

MSEK20142013Growth

Sales2,1452,0604%

Currency-25-1%

Ex. Currency2,1202,0603%

HEXPOL Profit + R12

7167

6869

6673

5064

6061

5357

4552

4752

6954

8161

8771

6877

8380

&A

Page &P

Operating Profit

Operating (R12)

HEXPOL Sales + R12

530472

547505

539524

589552

636578

633599

608617

611622

656628

651632

679650

744683

852732

&A

Page &P

Net sales

Net Sales (R12)

Engineering Sales + R12

143134

148137

131139

168148

175156

179163

169173

182176

196182

200187

184191

195194

204196

&A

Page &P

Net sales

Net Sales (R12)

Compunding Profit + R12

4844

4747

4752

3945

4344

3942

3238

2936

4637

4839

5344

4849

5551

&A

Page &P

Operating Profit

Operating Profit (R12)

Engineering Profit + R12

2323

2122

1921

1119

1717

1415

1314

1816

2317

3322

3427

2028

2829

&A

Page &P

Operating Profit

Operating Profit (R12)

Compunding Sales + R12

387338

399368

408385

421404

461422

454436

439444

429446

460446

451445

495459

549489

648536

&A

Page &P

Net sales

Net Sales (R12)

Blad3

hiuhio

iknhikn

knkln

0%

4%

8%

12%

16%

20%

24%

0

500

1000

1500

2000

2500

3000

3500

Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2

2012 2013 2014 2015 2016 2017

Net sales Operating margin

Sales increased 24% to 2,999 MSEK (2,414) Positive volume development Price pressure continued strong on all markets

Operating profit increased 12% to 487 MSEK (435)

Operating margins amounted to 16.2% (18.0), affected by price pressure and lower margin in acquired units

July 19, 2017

Net sales & operating margin

MSE

K

- 25 -

Q2 2017 HEXPOL Compounding Increased sales and higher profit

HEXPOL Compounding NAFTA increased sales Continued good sales to automotive related customers, slightly lower

demand at the end of the quarter Improved sales to building and construction, engineering and general

industry HEXPOL Compounding Europe increased sales

Continued good sales to automotive related customers Improved sales to building and construction, engineering and general

industry HEXPOL Compounding Asia developed positively

Increased sales mainly to automotive related customers in China HEXPOL TPE Compounding increased sales Acquired RheTech Thermoplastic Compounding had a continued positive development Continued price pressure on all markets The acquired Trelleborgs Rubber Compounding unit in Czech

Republic, a well-known Rubber Compounder in Central Europe, has been integrated

In early April, Valley Processing, a well-known Rubber Compounder in western US, was acquired

July 19, 2017

- 26 -

Q2 2017 HEXPOL Compounding Increased sales and higher profit

Net sales increased 8% to 231 MSEK (213) Sales increased for HEXPOL Wheels while HEXPOL Gaskets was in line with last year Positive development in China for HEXPOL Wheels and HEXPOL Gaskets

Operating profit amounted to 30 MSEK (30) Operating margin amounted to 13.0% (14.1)

July 19, 2017

Net sales & operating margin

MSE

K

0%2%4%6%8%10%12%14%16%18%

0

50

100

150

200

250

Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2

2012 2013 2014 2015 2016 2017

Net sales Operating margin

- 27 -

Q2 2017 HEXPOL Engineered Products Increased sales

- 28 -

July 19, 2017

Sales increased 18% Operating profit increased 9% Earnings per share increased 9% Strong balance sheet

Jan Jun 2017 Increased sales and higher profit

Strong balance sheet provides scope for continued expansion. The dividend of 1,635 MSEK resolved at the Annual General Meeting was paid in May corresponding to a dividend of 4.75 SEK per share, consisting of an ordinary dividend of 1.75 SEK per share and a special dividend of 3.00 SEK per share.

Full yearMSEK 2017 2016 2017 2016 2016

Net Sales 3,230 2,627 6 368 5 384 10 879 11 863

Operating Profit, EBIT 517 465 1 049 962 1 921 2 008

Operating Margin, % 16.0 17.7 16.5 17.9 17.7 16.9

Profit after tax 366 329 745 684 1 397 1 458

Earnings per share, SEK 1.06 0.96 2.16 1.99 4.06 4.23

Operating cash flow 423 580 858 905 2 057 2 010

Net cash -948 234 1 268

Equity/assets ratio, % 59 69 77

Return on capital employed, % R12 26.3 27.9 26.8

Apr -Jun Jul 16- Jun 17

Jan-Jun +18%

+9%

+9%

Sales increased by 23% to 3,230 MSEK (2,627). Positive volume development Operating profit increased by 11% to 517 MSEK (465) Earnings per share rose by 10% to 1.06 SEK (0.96) Continued price pressure The acquired, Trelleborgs Rubber Compounding unit in Czech Republic, a well-known Rubber Compounder in Central Europe, has been integrated In early April, Valley Processing, a well known US Rubber Compounder, was acquired Mikael Fryklund appointed president and CEO, started July 1 Georg Brunstam was elected to Chairman of the Board for HEXPOL AB (publ.) at the Annual General Meeting April 28, 2017

July 19, 2017

- 29 -

Q2 2017 Increased sales and higher profit

- 30 -

Q & A

July 19, 2017

CEO Mikael FryklundCFO Karin GunnarssonJuly 19, 2017Slide Number 2HEXPOL Fast growing with strong marginsOur vision guides usSlide Number 5Slide Number 6Slide Number 7Slide Number 8Slide Number 9Slide Number 10Slide Number 11Slide Number 12Slide Number 13Slide Number 14Slide Number 15Slide Number 16Slide Number 17Slide Number 18Slide Number 19Slide Number 20 Slide Number 22Slide Number 23Slide Number 24Slide Number 25Slide Number 26Slide Number 27Slide Number 28Slide Number 29Slide Number 30