Geely Automobile Holdings Limited · HKEX:175
Geely Automobile — FY2025 Earnings Presentation
30 slides from Geely Automobile's earnings presentation, Mar 18, 2026
Slide 1: 2025 Annual Results
2025 ANNUAL RESULTS GEELY AUTOMOBILE HOLDINGS LIMITED (Incorpo! Carers the es Mae in Islands se d liability ) les: 175 (HKD Counter) and 80175 (RMB Cour inter) ,
Slide 2: Important Notice
IMPORTANT NOTICE The information contained herein is meant for presentation purposes only and may not be used and relied upon by any other party. It is not to be taken in substitution for the exercise of judgement. You shall be solely responsible for making your own independent investigation of the
Slide 3: Sales Volume Surpassed 3 Million, Market Share in China Exceeded 10%
GEELY Sales Volume Surpassed 3 Million, Market Share in China Exceeded 10% Revenue & Profit Increased, Delivering High-Qt Total Sales Volume Market Share Total Revenue Core Profit Attributable to in 2025 in 2025* in 2025 Owners of Parent in 2025** ZNO sfawe TALS “9 a Pee fe | M Units % B B Total Sal
Slide 4: Sales Volume Growth Achieved Across ICEV, PHEV & BEV
GEELY Sales Vol Achieved Across ICEV, PHEV & BEV Total Sales Volume (thousand units) Y) ICEV grew against mark. +39% Maintained solid ICEV foundation 3,025 +4Y Desfesweluna 4h +86% 217 NEV* sal Accelerated momentum in PHEV & BEV 1,337 197% 1,288 1, be 1,074 Oltpacedinducic sh 576 cc Saa AI EBT = | S
Slide 5: NEV Sales Volume Hit Another Record High & Achieved 90% YoY Growth
GEELY NEV Sales Volume Hit Another Record High & Achieved 90% YoY Growth NEV Sales Volume (thousand units) +150% 1 1,688 1,236 +36% +1% 494 [ | il | | 2B 222 224 ap Ge Gp GD 2024 2025 2024 2025 2024 2025 @ Geely Galaxy @ Lynk&Co @ ZEEKR 2024 2025 © NEV Sales Volume* Geely Galaxy fastest to become mi
Slide 6: NEV Exports Surged YoY Fueling Global Expansion
GEELY NEV Exports Surged 2 YoY Fueling Global Expansion Total Export Volume (icev+nev) (thousand units) NEV Export Volume (thousand units) GEA products commenced export Driving rapid sales volume growth +240% al 124 2025
Slide 7: Record High Revenue & Gross Profit in 2025
GEELY Record High Revenue & Gross Profit in 2025 Improved NEV Profitability with Stable Gross Profit Margin Total Revenue (milion RMB) Total Gross Profit (ition RMB) Gross Profit Margin © Soles of Vehicle | © Non-vehice Soles +25% +0.1% | | 345,232 16.60% 16.61%
Slide 8: “One Geely” Strategy Delivered Tangible Results
GEELY “One Geely” Strategy Delivered Tangible Results SG&A Expenses Ratio Continued to Improve Distribution & Selling Expenses Ratio Administrative Expenses Ratio -0.7%
Slide 9: “One Geely” Brand Integration Drove Efficient Resource Utilization
GEELY “One Geely” Brand Integration Drove Efficient Resource Utilization R&D Investment Efficiency Notably Improved Total R&D Expenditure * (mition rms) R&D Expenditure Ratio** +8.3% -13.5% 1 [ 21,869 20,197
Slide 10: Economies of Scale & Improved Product Profitability Fueled Surge in Core Profit
GEELY Economies of Scale & Improved Product Profitability Fueled Surge in Core Profit Attributable to Owners of Parent 2025 Core Profit Attributable to Owners of Parent (million RMB) +36% 11,543 ‘es) 3g 2,430 16,852 598 SB = 410 14,413 = 1,364 1,789 10,611 -9,354 Net gain on S Impairment Changesin _
Slide 11: NEV Profitability Cycle Fully Commenced
GEELY NEV Profitability Cycle Fully Commenced Profitability per Vehicle Improved S Core Profit Margin Attributable Core Profit Attributable to Owners of to Owners of Parent* Parent per Vehicle** (rms) —+8.5% +1.6% 1 — 3.8% A724 4,801 2024 2025 2025H1 2025H2 * Core Profit Margin Attributable to Owner
Slide 12: Ample Cash Reserves & Record High Total Cash Level
GEELY Ample Cash Reserves & Record High Total Cash Level 2025 Cash Flows (million RMB) +52% (+46% 41,274 | | i 65319 2898 68.217 -17,920 evr 451 =p 43,058 ae -1,839 46,604 ‘Cash & cash Net cash Capital Net cash Net cash Foreign ‘equivalents generated expenditure* used in other used in Eee = mes sen
Slide 13: Record High Dividend per Share
GEELY Record High Dividend per Share Strong Payout to Deliver Value to Shareholders Dividend per Share 451.5% *50.0% 0.50 2023 2024 2025 ®@ Dividend per share (HKD) Proposed dividend per share (HKD) patentable biheniintietrolid ie Reel tone hie biennale Total Dividend 4 62.2% * 50.2% 5.39 2023 2024
Slide 14: ZEEKR Sustaining Elevation
GEELY ZEEKR ZEEKR Sustaining Elevation Ushering in a New Cycle of Brand Ascent 391000 __ZEEKR Monthly Sales Volume in 2025 (units) 25,000 224« Units kx 30,000+ Units — 20,0000 2025 Sales Volume YoY Growth Deliveries in December s — — . Te — - : er. I Be mh) Pe ~ <0 ‘ —* ——.. — 2 9 ae “In” te : | y /
Slide 15: Lynk & Co Sales Volume Hit New High
GEELY L\NK&Co Lynk & Co Sales Volume Hit New High NEV Penetration In " ‘The aforementioned sales volume is based on wholesale figures for the total of domestic and export markets in China Products are ranked based on insurance registration volume from their respective launch through end-December
Slide 16: Geely Galaxy Sales Volume and Market Share
The aforementioned sales volume and market share are based on wholesale figures for the total of domestic and export markets in China Product rankings are calculated using insurance registration volume of China's passenger vehicles in 2025 ‘Among these, Xingyao 8 and Galaxy M9, launched respectively
Slide 17: Geely ICEV Sales Volume Grew Against Market Trend
GEELY = Geely ICEV Sales Volume Grew Against Market Trend No.1 Domestic ICE Brand in China for 9 Years ee et ee oy ay TOP 2 Selling ICE SUV TOP 1 Selling ICE SU’ Across All Segments & Brands in China Across All Segments & Brands in China The aforementioned sales volume and market share are based on
Slide 18: Comprehensively Practicing ESG
GEELY Comprehensively Practicing ESG Exceeding Carbon Reduction Target Climate Neutral Industry-First World’s Largest & Most Comprehensive Exceeded Carbon Reduction Target Full-domain Safety 2.0 Tech System | Geely Global Safety Centre Lifecycle carbon emissions per vehicle (vs 2020)... __ Pioneerin
Slide 19: Leading ESG Performance Among Chinese Automakers
GEELY Leading ESG Performance Among Chinese Automakers Striding Towards Global Benchmark The only Chinese automaker Leader class in global The First & The Only Chinese Automaker No.1 among No.1 among Chinese automakers selected for 3 consecutive years automakers consecutively Asian automakers for 3
Slide 20: 2026 Outlook
7 \ 2026 Outlook Value Leadership Technology Leadership Globalization Leadership Principled Business, User-Centric Value SE 3,450« Units 14x TOP 1 Total Sales Volume Target in 2026 Passenger Car Sales Volume for 2 Consecutive _ Months in Jan & Feb 2026* 20
Slide 21: 2026 Outlook: ZEEKR Elevation
Slide 22: Notarised by Hangzhou Zhijiang Notary Public Office
vised by Hangzhou Zhijiang Notary Public Office ce by the notary office
Slide 23: 2026 Outlook: Lynk & Co Broadening
GEELY 2026 Outlook LVNK&CO Lynk & Co Broadening: Comprehensive Technology & Product Refresh LON
Slide 24: 2026 Outlook: Geely Galaxy
2026 Outlook cosy are Driving Growth with, Bes Se ng Models
Slide 25: 2026 Outlook: Geely China Star
GEELY 2026 Outlook ered Geely China Star Marching Towards No.1 Across All Brands in China’s ICE Vehicle Market 4-5 M
Slide 26: 2026 Outlook: Accelerating Expansion into Diversified Global Markets
i-|——| 4 2026 Outlook Accelerating Expansion into Diversified Global Markets Steadily Advancing High-Quality Globalization 64 Occnit 52: 60,000 tun. Export Sales Volume Target In 2026 YoY Growth Monthly Export Volume for 2 Consecutive Months in 2026 Developing 3 Major 150K-Unit Regional Markets Deve
Slide 27: 2026 Outlook: AI Acceleration Empowering Intelligent Product Experiences
GEELY 2026 Outlook Al Acceleration Empowering Breakthroughs in Intelligent Product Experiences Advancing Toward the Goal of "Leading Int G_ACN Super Eva Intellig c. World Action Model (“WAM”) Sustaining Evolution for Leading Experiences Achieve L3 Mass Production Robotaxi Large-Scale Pilot Operation
Slide 28: Leading Intelligent Mobility
GEELY Fke BE I 5| me LEADING INTELLIGENT MOBILITY BA AFRERARA a 2025FSewWeRAS Geely Automobile Holdings Limited 2025 Annual Results Conference RMRHB:175 (SHHA)R80175 (ARMEA) Stock codes: 175 (HKD counter) and 80175 (RMB counter) 2026/03/18
Slide 29: 2025 Annual Results
GEELY 2025 Annual Results For the year ended 31 December 2025 2024 Changes Sales volume (units) 3,024,567 2,176,567 + 39.0% YoY Revenve (million RMB) 345,232 275,910 + 25.1% YoY Gross profit margin? 16.61% 16.60% +0.1% YoY Earnings before interest and taxes (“EBIT”) (million RMB )? 15,871 9,887 + 60
Slide 30: 2025 Annual Results
GEELY 2025 Annual Results For the year ended 31 December 2025 2024 Changes Sales of vehicles (million RMB) 310,980 242,996 + 28.0% YoY Average selling price (RMB) 102,818 111,642 -7.9% YoY Return on equity! 18.2% 19.4% -6.1% EBIT ratio? 4.6% 3.6% +28.3% Distribution & selling expenses as % of revenu
Geely Automobile Holdings — FY2025 Earnings Presentation on 6ix