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AND International Publishers NV Capital Market’s Day 2017 MapFusion by Hugo van der Linde - CEO November 1, 2017 Confidential 1

AND International Publishers NV Capital Market’s Day 2017 · AND International Publishers NV Capital Market’s Day 2017 MapFusion by Hugo van der Linde - CEO November 1, 2017 Confidential

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AND International Publishers NV

Capital Market’s Day 2017

MapFusionby Hugo van der Linde - CEO

November 1, 2017

Confidential 1

Important notice

Confidential

▪ This Presentation has been produced by AND International Publishers NV (“AND Automotive Navigation

Data”) and is furnished to you solely for your information and may not be reproduced or redistributed, in

whole or in part, to any other person

▪ No representation or warranty (express or implied) is made as to, and reliance should be placed on, any

information, including projections, estimates, targets and opinions, contained herein, and no liability

whatsoever is accepted as to any errors, omissions or misstatements contained herein, and, accordingly,

neither AND Automotive Navigation Data nor any of its subsidiary undertakings or any officers or employees

accepts any liability whatsoever arising directly or indirectly from the use of this document

2

AND Capital Market’s Day 2017

Part I – About AND

November 1, 2017

Confidential 3

About AND

Confidential 4

Navigation Map

Digital map, Level 6

Digital map, Level 5

Digital map, Level 2

We make digital maps – for over 30 years

HD Map

About AND

ConfidentialNote: Refer to appendix for explanation of map classification

Navigation Map

Digital map, Level 6

Digital map, Level 5

Digital map, Level 2

5

Worldwide coverage – Europe and North America @premium quality

About AND

Confidential 6

AND is one of few companies worldwide owning proprietary global maps

About AND

Confidential 7

Current wide customer base

Navigation Geomarketing Location Based

Services

Logistics &

Telematics

GIS & Government

Confidential 8

AND serves top Fortune 500 tech companies

About AND

About AND

Confidential 9

AND NETHERLANDS personnel

▪ Rotterdam, The Netherlands

▪ Total 30 employees,

▪ Average employment duration with AND: 6 years and 10 months

▪ >85% masters degree

AND INDIA personnel

▪ Pune, India

▪ Total 96 employees

▪ Average employment duration with AND: 7 years and 5 months.

▪ >55% masters degree

▪ Flexible up to capacity of 1,500

▪ VP Sales North America at Washington DC, USA

AND in the USA

Indofin Group ~34%

QuaeroQ >10%

Van Lookeren Campagne >5%

Van Leeuwen >3%

About AND

Rob Westerhof (chairman)

Confidential 10

Maarten Douma

Shareholder structure

Supervisory Board

Barry Glick

Board

Hugo van der Linde (CEO)

Listed at Euronext

▪ Spectacular growth of AND share since

turnaround (“Best Performer” 2013 /2015)

▪ but AND share still volatile

Sean Fernback

Kees Molenaar

AND Capital Market’s Day 2017

Part II – the mapping paradigm

November 1, 2017

Confidential 11

The mapping paradigm

Confidential 12

Automotive develops towards more advanced driving assistance

The mapping paradigm

Confidential 13

Cars get more advanced sensors & become increasingly connecteded

The mapping paradigm

Confidential 14

Changing to new, more advanced and specialized map uses

Consumer map use

Robot map use

The mapping paradigm

Confidential 15

Resulting in new map requirements

Navigation / routing ADAS / eHorizon HAD

(near) real time updates Incremental updates Cloud based

The mapping paradigm

Confidential 16

Demanding a new map production method

AND Capital Market’s Day 2017

Part III –AND MapFusion

November 1, 2017

Confidential 17

18

Driving around Sourcing Probes/Traces

AND MapFusion

MapFusion

Crowd/sensor-sourced data

AND MapFusion

Confidential 19

Innovative Map Updates from Probes

AND Map Fusion based on probe data

Confidential 20

AND MapFusion

Confidential 21

AND MapFusion

Traffic signs & lights Pavement signs Lane markings, drivable space

MapFusion allows for an unprecedented freshness, accuracy and richness to current map making

Confidential 22

AND MapFusion

The real world

The vehicle

AND MapFusion

Other source data

Data Customer(non-automotive)

incoming data

enriched/outgoing data

Disrupt the mapping business – turn any consumer car into a ‘survey car’

Boost automotive – monetizing data & facilitate affordable and up-to-date HD maps

Confidential 23

AND MapFusion

Zoom-in on MapFusion process

Real world

data

collection

Sources AND MapFusion

CAR sensor data

• Traces

• Traffic signs

• Pavement signs

• Lane markings

• Traces

• Etc…

OTHER sources

• Addresses

• Aerioals & sat image

• Specialized geo-data

• Traces

• Etc…

All require

QA

Highly

automated

Customized data for

delivery (e.g. house

numbers)

INGEST

Convert &

standardize data

Intrinsic check of

source quality

AND MapFusion

PROCESS

Match data to

exisiting map,

detect change,

assess

confidnence

levels.

Process data

(update, improve

and enrich)

DELIVER

Convert and

package data

AND DATABASE

Automotive

• Navigation

• eHorizon

• Validation

• Localization

• car feature based

OTHER markets

• Navigation

• Geomarketing

• Location based

services

• Logistics &

telematics

• GIS & gov’t

ProductsReal-time

incremental

Confidential 24

AND MapFusion

AND / Continental demo on Map

Fusion based on car sensor data

Confidential 25

MapFusion

Data Owner

▪ OEM, fleets, car share, taxi, urban delivery

Sensors

▪ Camera’s, Lidar, etc.

Application, processing

▪ Data processing

HW, OS, Chips

Content

▪ Maps, data

Other: connectivity, security, etc.

1st

tiers

Examples companies, prospects, competitors, enablers, inhibitors

Confidential 26

MapFusion

Shifting price model:

Map license per vehicle/device Technology / service

Confidential 27

AND MapFusion

vs. incumbent map companies vs. new innovative entrants

AND is well positioned for this disruption in map making

Confidential 28

AND MapFusion

Global roadmap

Today

- Probes

- Nav maps

- Semi-automatic

- Batch

- World nav

2017-18

- Continental

- SD maps

- Automatic

- (near) Real time

- EU

2018

- #cars

- HD maps

- Incremental

- EU, NA & ROW

Confidential 29

Please meet us for Q&A during lunch…

Bennett Moe

VP Sales North-America

Hugo van der Linde

CEO

Arjan Spigt

Marketing & Sales

Sergio Espadas

Busines Development -

Automotive

www.and.com