Schaeffler Ag · XETR:SHA0
Schaeffler — Investor Day (September 2025)
86 slides from Schaeffler's investor day presentation, Sep 16, 2025
Slide 1: Schaeffler 2025 Capital Markets Day
Schaeffler 2025 Capital Markets Day September 16, 2025 Frankfurt Copyright Schaeffler AG, 2025 – All rights reserved. |
Slide 2: 2025 Capital Markets Day – Presenting today
INTRODUCTION 2025 Capital Markets Day – Presenting today Klaus Rosenfeld Christophe Hannequin Group CEO Group CFO Thomas Stierle Matthias Zink CEO E-Mobility CEO Powertrain & Chassis Jens Schüler Sascha Zaps CEO Vehicle Lifetime Solutions CEO Bearings & Industrial Solutions September 16, 2025 Schaef
Slide 3: 2025 Capital Markets Day – Agenda
INTRODUCTION 2025 Capital Markets Day – Agenda 1:00 pm – 1:10 pm Welcome Heiko Eber, Head of IR 1:10 pm – 1:40 pm CEO View Klaus Rosenfeld, Group CEO 1:40 pm – 2:00 pm E-Mobility Thomas Stierle, CEO E-Mobility 2:00 pm – 2:20 pm Powertrain & Chassis Matthias Zink, CEO PTC 2:20 pm – 2:40 pm Interim Q&
Slide 4: Disclaimer
Disclaimer This presentation contains forward-looking statements. The words “anticipate”, Accordingly, neither Schaeffler Group nor any of its directors, officers, employees “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” or advisers nor any other person makes
Slide 5: September 16, 2025 Schaeffler 2025 Capital Markets Day Copyright Schaeffler AG, 2025 – All
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Slide 6: Capital Markets Day 2025 – CEO View
Capital Markets Day 2025 – CEO View Klaus Rosenfeld Group CEO Acquisition of Vitesco – Full Focus on Execution – Mid-Term Targets 2028 – Creating the leading Order Book Delivery, Doubling EBIT1 and Motion Technology Performance Improvement and growing Free Cash Company Business Portfolio Management
Slide 7: Acquisition of Vitesco in 2024 – A transformational transaction
CEO VIEW – ACQUISITION OF VITESCO Acquisition of Vitesco in 2024 – A transformational transaction Capital Markets Day 2025 Dr. Wilhelm and Global expansion: Acquisition of Schaeffler becomes the Dr.-Ing. E.h. Georg Plants opened in Asia, 100 percent majority shareholder of Merger of Schaeffler Schae
Slide 8: Our Vision – Creating the leading Motion Technology Company
CEO VIEW – ACQUISITION OF VITESCO Our Vision – Creating the leading Motion Technology Company 4 product-oriented divisions Today Powertrain Vehicle Bearings & The leading E-Mobility Lifetime Industrial & Chassis Solutions Solutions Motion Technology Company Sales: EUR ~24 bn Employees: ~110,000 Yest
Slide 9: Our new Setup – 4 product-oriented divisions
CEO VIEW – ACQUISITION OF VITESCO Our new Setup – 4 product-oriented divisions Product Families Powertrain Vehicle Lifetime Bearings & E-Mobility & Chassis Solutions Industrial Solutions Sustain Repair & Monitoring motion Services Energize Battery & Hydrogen 1 motion Solutions Drive E-Motors motion
Slide 10: Our new Setup – Clear structure going forward
CEO VIEW – ACQUISITION OF VITESCO Our new Setup – Clear structure going forward Product Families Powertrain Vehicle Lifetime Bearings & E-Mobility & Chassis Solutions Industrial Solutions Sustain Repair & Monitoring Engine & Repair & motion Services Electric Drives Industrial Bearings Transmission S
Slide 11: Our new Setup – Hedges to foster resilience
CEO VIEW – ACQUISITION OF VITESCO Our new Setup – 3 Hedges to foster resilience Hedge 3: Auto vs. Non-Auto Hedge 2: Build vs. Repair Hedge 1: ICE vs. BEV Product Families Powertrain Vehicle Lifetime Bearings & E-Mobility & Chassis Solutions Industrial Solutions Sustain Repair & Monitoring Engine & R
Slide 12: Our Strategic Ambition – Becoming a Top 3 player in all businesses
CEO VIEW – ACQUISITION OF VITESCO Our Strategic Ambition – Becoming a Top 3 player in all businesses Product Families Powertrain Vehicle Lifetime Bearings & E-Mobility & Chassis Solutions Industrial Solutions Sustain Repair & Monitoring motion Services Energize Battery & Hydrogen motion Solutions Dr
Slide 13: Full Focus on Execution – Top CEO Priorities
CEO VIEW – FULL FOCUS ON EXECUTION Full Focus on Execution – Top CEO Priorities 1 Deliver our Order Book in E-Mobility and PTC 2 Realize Synergies and Implement Structural Measures Full Focus on Execution 3 Optimize Business Portfolio and Capital Allocation September 16, 2025 Schaeffler 2025 Capital
Slide 14: Order Book in E-Mobility and PTC – Reflecting strong customer commitment
CEO VIEW – FULL FOCUS ON EXECUTION 1 Order Book in E-Mobility and PTC – Reflecting strong customer commitment Order Book E-Mobility and PTC H1 20251 Order Book by Powertrain Type in EUR bn | xx Book-to-Bill Ratio in EUR bn 9.0 74.0 BEV 30% 71.8 39% 74 bn ICE 1.3x HEV 31% -6.8 Order Book by Region in
Slide 15: Synergies and Structural Measures – Performance improvement on track
CEO VIEW – FULL FOCUS ON EXECUTION 2 Synergies and Structural Measures – Performance improvement on track ∆ EBIT1,2 815 Key Aspects in EUR mn 81 • Recurring EBIT impact of EUR 815 mn p.a. from merger synergies1 YTD Jun and additional structural measures2 • HCO reduction of ~4,700 HCO in Europe2, of
Slide 16: Synergies and Structural Measures – Right-sizing of European footprint
CEO VIEW – FULL FOCUS ON EXECUTION 2 Synergies and Structural Measures – Right-sizing of European footprint Footprint Key Aspects • Announced structural measures include 10 German and 5 other Locations with European locations major impact • Closure of 3 locations in Europe agreed: − Berndorf (AT) −
Slide 17: Business Portfolio Management – 4+1 Portfolio Strategies
CEO VIEW – FULL FOCUS ON EXECUTION 3 Business Portfolio Management – 4+1 Portfolio Strategies Business Portfolio 4+1 Portfolio Strategies Group Divisions BDs BUs 1.1 Electric Drives 1 E-Mobility 1.2 Controls Build Grow 1.3 Mechatronics & Modules 2.1 Chassis Systems Turnaround 2 Powertrain 2.2 Engine
Slide 18: Business Portfolio Management – Streamlining our portfolio
CEO VIEW – FULL FOCUS ON EXECUTION 3 Business Portfolio Management – Streamlining our portfolio 4+1 Portfolio Strategies Key Aspects Share of 2024 Sales • Business portfolio clustered along 4+1 portfolio strategies: Build, Grow, Harvest, Exit and Turnaround • Business portfolio elements allocated to
Slide 19: Future-Proofing Schaeffler – Sustainability and Digitalization/AI
CEO VIEW – FULL FOCUS ON EXECUTION Future-Proofing Schaeffler – Further investing in Sustainability and Digitalization/AI Sustainability Digitalization/AI Physical AI Agentic AI Autonomous system A A- BBB ability to understand Generative AI Ability to conduct and perform actions (semi-) autonomous A
Slide 20: Mid-Term Targets 2028 – Doubling EBIT and growing Free Cash Flow significantly
CEO VIEW – OUTLOOK Mid-Term Targets 2028 – Doubling EBIT and growing Free Cash Flow significantly Divisional details Key Financials provided by CFO Mid-Term 2024 Targets 20287 Sales Supported by mid-single in EUR bn 24.3 27 to 29 digit organic growth Supported by break-even Doubling EBIT1 EBIT1 marg
Slide 21: Outlook – Developing our business portfolio even further
CEO VIEW – OUTLOOK Outlook – Developing our business portfolio even further Status Quo 2024 Strategic Ambition 2035 in EUR bn in EUR bn “Others” 1% “Others” up to 10% Hedge 3 Hedge 1 Hedge 3 Hedge 1 Auto vs. Non-Auto ICE vs. BEV Auto vs. Non-Auto ICE vs. BEV 27% 60% ~25% ~50% 24 bn ~35 bn Hedge 2 He
Slide 22: Outlook – Humanoid Robotics as a key growth opportunity
CEO VIEW – OUTLOOK Outlook – Humanoid Robotics as a key growth opportunity for the Motion Technology Company Product Families Sustain motion Repair & Monitoring Services Bearings Power Electronics Energize motion Battery & Hydrogen Solutions Sensors Drive motion E-Motors & E-Drives Actuation Systems
Slide 23: Three core messages I would like you to take away from today
CEO VIEW Three core messages I would like you to take away from today Klaus Rosenfeld Group CEO Acquisition of Vitesco – Full Focus on Execution – Mid-Term Targets 2028 – Creating the leading Order Book Delivery, Doubling EBIT1 and Motion Technology Performance Improvement and growing Free Cash Comp
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Slide 25: Division E-Mobility – Establishing a global leader
E-MOBILITY Division E-Mobility – Establishing a global leader 2024 Sales H1 2025 Order Book EUR 4.8 bn EUR ~43 bn Holistic, BEV/HEV Significant top EBIT1 break-even Thomas Stierle agnostic product line growth based on in 2028 CEO E-Mobility offering record-size order book 1 Before special items Sept
Slide 26: Division E-Mobility – Establishing a global leader with best-in-class technology
E-MOBILITY Division E-Mobility – Establishing a global leader with best-in-class technology Sales by business division Portfolio FY 2024 Electric Drives Controls Mechatronics 17% & Modules Mechatronics & Modules 29% EUR Electric Drives 4.8 bn 54% E-axle systems Inverters Thermal Controls management
Slide 27: Market – Transformation towards electrification intact, China sets the pace
E-MOBILITY Market – Transformation towards electrification intact, China sets the pace Electrification share in global light vehicle production NEV share3 in selected regions Aug 20251 | by propulsion type2 Aug 20251 | by region4 ~40% ~60% ~70% Greater China 16% CAGR 50% 75% BEV growth | 2025-2028 1
Slide 28: Portfolio – BEV/HEV agnostic, holistic offering with strong content-per-vehicle
E-MOBILITY A Portfolio – BEV/HEV agnostic, holistic offering with strong content-per-vehicle Overview portfolio Addressable content-per-vehicle for E-Mobility BEV HEV 2025 | in EUR Mild hybrid drive ~2,300 ~2,300 ~2,100 E-motor E-axle system ~1,850 Reducer/transmission Hybrid system Inverter DC/DC c
Slide 29: Modularity – Integrated offering for systems and components
E-MOBILITY B Modularity – Integrated offering for systems and components Schaeffler right to win High degree of vertical integration …to e-motor …to rotor and stator Combination of longstanding experience in mechanics & electronics …to inverter …to power module and inverter System integration compon
Slide 30: Flexibility – Multiple customer applications based on common platform
E-MOBILITY B Flexibility – Multiple customer applications based on common platform Power Level Schaeffler right to win 800V SiC1 Up to 80% production re-use supports cost-effective …to e-motor …to rotor customer solutions and stator Flexible line concept 400V SiC1 minimizes investment requirements …
Slide 31: China Strategy – Early engagement sets course for local competitiveness
E-MOBILITY C China Strategy – Early engagement sets course for local competitiveness Global order intake, thereof Greater China Dedicated target operating model Aug 2025 YTD EUR ~2 bn 80% awarded with COEMs1 and NEV OEMs, Local for Local Local for Global including gearbox award > EUR 5 bn • Cost red
Slide 32: Order Book – Record-size of EUR ~43 bn booked
E-MOBILITY D Order Book – Record-size of EUR ~43 bn booked in high growth product categories Overview order book Key Aspects E-axle Hybrid Electronics & Thermal systems systems charging/ management ~80% awarded business by E-motors Inverters Reducers energy 2028, de-risking Mid-Term solutions growth
Slide 33: EBIT break-even 2028 – Four key levers to sustainably drive profitability
E-MOBILITY EBIT break-even 2028 – Four key levers to sustainably drive profitability Business growth Operational excellence R&D efficiency Overhead cost improvement • Profitable growth in BEV and • Competitive product costs by • R&D right-sizing through • Lean organizational structure HEV by deliver
Slide 34: Division E-Mobility – Clear commitment to achieve EBIT break-even in 2028
E-MOBILITY Division E-Mobility – Clear commitment to achieve EBIT break-even in 2028 2028 Sales 2028 EBIT1 margin EUR 8.25 to 9 bn > 0% Significant top Profitability improvements EBIT1 break-even line growth underway in 2028 1 Before special items September 16, 2025 Schaeffler 2025 Capital Markets D
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Slide 36: Division Powertrain & Chassis – Preserving margins and cash flow
POWERTRAIN & CHASSIS Division Powertrain & Chassis – Preserving margins and cash flow 2024 Sales 2024 EBIT1 margin EUR 9.7 bn 11.4% Strong products Active portfolio Roadmap and Matthias Zink positioned to grow management with measures in place CEO Powertrain market share disciplined capital to prese
Slide 37: Division Powertrain & Chassis – Strong product portfolio
POWERTRAIN & CHASSIS Division Powertrain & Chassis – Strong product portfolio Sales by business division Portfolio FY 2024 Engine & Trans- Powertrain Chassis Chassis Systems 5% mission Systems Solutions Systems EUR 43% 9.7 bn 52% Powertrain Solutions Engine & Transmission Systems Damper Sensors Ball
Slide 38: Division Powertrain & Chassis – Strong product portfolio
POWERTRAIN & CHASSIS Division Powertrain & Chassis – Strong product portfolio Sales by business division Portfolio FY 2024 Engine & Trans- Powertrain Chassis Chassis Systems 5% mission Systems Solutions Systems EUR 43% 9.7 bn 52% Powertrain Solutions Engine & Transmission Enriched Engine & Systems T
Slide 39: Strong products positioned to grow market share
POWERTRAIN & CHASSIS Division Powertrain & Chassis – Strong products positioned to grow market share Product portfolio Powertrain Chassis Vehicle body Dual Mass Fly Vehicle Access Wheel with a Systems Sensors with market share > 20% market share of > 70% and growing Sub-systems 3 1 Modules 2 Compone
Slide 40: Global Footprint – Global presence ensures localized production
POWERTRAIN & CHASSIS Global Footprint – Global presence ensures localized production for broad customer base Global presence America 10 plants Powertrain & Chassis Headquarter, Bühl Europe 17 plants Greater China 9 plants 46 Top customer Innovation Quality ALL Major OEMs Asia/Pacific 5 plants Trust
Slide 41: Our Strategic Strength – Long-term commitment to our customers
POWERTRAIN & CHASSIS Our Strategic Strength – Long-term commitment to our customers Our customer commitment Technology know-how for the needs of our customers Powertrain Chassis Vehicle body We remain committed to follow our customers’ strategies and providing them with established and innovative pr
Slide 42: Active Portfolio Management – Disciplined capital allocation
POWERTRAIN & CHASSIS Active Portfolio Management – Disciplined capital allocation Build Grow Harvest Exit ~1% of Sales < 10% of Sales > 70% of Sales ~19% of Sales Steering 2-Wheeler BLDC Vehicle Access Position Torque Clutches Chain Injector & Solutions Sensors Sensors Converter Drive Turbocharger •
Slide 43: Active Portfolio Management – Safeguarding margins while shaping the future
POWERTRAIN & CHASSIS Active Portfolio Management – Safeguarding margins while shaping the future Harvest Preserving margin and cash flow Sustaining value creation 1 Strategic re-locations for direct access to > 70% of Sales global south market potential Clutches Torque Damper Actuator Reducer Conver
Slide 44: Active Portfolio Management – New selected growth opportunities
POWERTRAIN & CHASSIS Active Portfolio Management – New selected growth opportunities Build Case Study: 2-Wheeler Case Study: Chassis/Body/Sensor ~1% of Sales Steering 2-Wheeler Solutions Growth Profitability Grow < 10% of Sales Sensors Actuators ECU Electric Drive Electric Electric Rear Wheel Advanc
Slide 45: Maintain attractive margins and sustain cash flow generation
POWERTRAIN & CHASSIS Division Powertrain & Chassis – Maintain attractive margins and sustain cash flow generation 2028 Sales 2028 EBIT1 margin EUR 8 to 8.75 bn 10% to 12% Strong products positioned Active portfolio Roadmap and measures in to grow market share management with place to preserve margin
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Slide 48: The Road for a Lifetime
gy f THE ROAD FOR AL FETIME
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Slide 50: Division Vehicle Lifetime Solutions – Operational excellence driving market outperformance
VEHICLE LIFETIME SOLUTIONS Division Vehicle Lifetime Solutions – Operational excellence driving market outperformance 2024 Sales 2024 EBIT1 margin EUR 3.0 bn 14.8% Holistic Continued market Resilient Jens Schüler aftermarket outperformance EBIT1 margin CEO Vehicle solution at scale Lifetime Solution
Slide 51: Leveraging Schaeffler’s technological competencies
VEHICLE LIFETIME SOLUTIONS Division Vehicle Lifetime Solutions – Leveraging Schaeffler’s technological competencies Sales by business division Portfolio Portfolio FY 2024 Schaeffler’s 8 Product Vehicle Lifetime Platform Business 4% Families Solutions 26% Specialty Business EUR Sustain motion 3.0 bn
Slide 52: Market Fundamentals – Favorable developments for VLS
VEHICLE LIFETIME SOLUTIONS Market Fundamentals – Favorable developments for VLS Global Light Vehicle Parc Development Average Vehicle Age1 Car Parc Powertrain Shares Continuous growth Increasing age ICE and HEVs2 dominating Average annual car parc growth 11.3 12 Share ICE Share ICE of years 43% year
Slide 53: Our Expertise – Complex repair enablement, workshop focus
VEHICLE LIFETIME SOLUTIONS Our Expertise – Complex repair enablement, workshop focus paired with a clear value proposition Overview of our expertise Creating intelligent, integrated repair solutions… 1 2 3 Technical Aftersales Dedicated ...one portfolio for all propulsion systems Expertise Sector Ex
Slide 54: One Future-ready Product Portfolio – Covering all drivetrain technologies
VEHICLE LIFETIME SOLUTIONS One Future-ready Product Portfolio – Covering all drivetrain technologies Overview product & service portfolio Technologies Powertrain Thermal Management Chassis & Body Electronics Portfolio Structure Comprehensive Repair Solution (SET) Systems Transmission Engine E-Mobili
Slide 55: Creating the Pull by Winning the Workshop
VEHICLE LIFETIME SOLUTIONS Creating the Pull by Winning the Workshop – Maximizing the value add at the place of repair Comprehensive Repair Solution (SET) Comprehensive Services Comprehensive Market Access Product E-Axle Motor Components & Accessories1 Special Technical Online Support OES² IAM3 Work
Slide 56: Past Performance – key drivers fuel financial outperformance in VLS
VEHICLE LIFETIME SOLUTIONS Past Performance – 5 key drivers fuel financial outperformance in VLS Sources of outperformance VLS growth vs. market indicators2 Within our competence: all makes, all Future-ready product portfolio models, all propulsion and engine types Schaeffler 1.6 Vehicle Lifetime Gr
Slide 57: Future – Extending the core and building new capabilities
VEHICLE LIFETIME SOLUTIONS Future – Extending the core and building new capabilities Sources of outperformance Attractive financial trajectory Sales Complemented by Vitesco & Future-ready product portfolio in EUR bn supported by engineering capabilities 3.75 to 4.25 3.0 Multi-channel approach Offlin
Slide 58: Maintaining profitable growth throughout 2028
VEHICLE LIFETIME SOLUTIONS Division Vehicle Lifetime Solutions – Maintaining profitable growth throughout 2028 2028 Sales 2028 EBIT1 margin EUR 3.75 to 4.25 bn 13.5% to 15.5% Holistic aftermarket Continued market Resilient solution at scale outperformance EBIT1 margin 1 Before special items Septembe
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Slide 60: Division Bearings & Industrial Solutions – Course set to drive profitable growth
BEARINGS & INDUSTRIAL SOLUTIONS Division Bearings & Industrial Solutions – Course set to drive profitable growth 2024 Sales 2024 EBIT EBITDA 1 margin 1 margin EUR 6.5 bn 13.1% 6.7% Globally leading Transformation Driving significant Sascha Zaps portfolio across multiple plan fully on track profitabi
Slide 61: Global top 2 bearings supplier
BEARINGS & INDUSTRIAL SOLUTIONS Division Bearings & Industrial Solutions – Global top 2 bearings supplier Sales by business division Portfolio FY 2024 Linear Motion Industrial Automotive Aerospace Linear Aerospace Bearings 5%6% Bearings Bearings Bearings Motion EUR 6.5 bn 49% Automotive Bearings 40%
Slide 62: Leading Position in Growing and Diversified Markets
BEARINGS & INDUSTRIAL SOLUTIONS Leading Position in Growing and Diversified Markets – Within top 3 in every relevant customer sector Market clusters Automotive Transportation Industrials Energy Addressable market EUR ~13 bn EUR ~7 bn EUR ~27 bn EUR ~5 bn Mid-/long- term outlook Customer 2-Wheelers P
Slide 63: High-Quality Solutions – Extensive portfolio range reflected in selected use cases
BEARINGS & INDUSTRIAL SOLUTIONS High-Quality Solutions – Extensive portfolio range reflected in selected use cases Market Position: Market Position: Market Position: Passenger Cars #1 Aerospace & Defense #2 Renewable Energy #1 Cylindrical rollers Cabin Passenger door Chassis Bearings Ball Bearings F
Slide 64: Three key strategic levers driving growth and profitability
BEARINGS & INDUSTRIAL SOLUTIONS Our defined way going forward – Three key strategic levers driving growth and profitability 1 Leveraging our customer value proposition Product Engineering Manufacturing innovation competence technology • Organic sales growth of 2% to 3% p.a. between 2024- 2 28, outpe
Slide 65: Leveraging Customer Value Proposition
BEARINGS & INDUSTRIAL SOLUTIONS 1 Leveraging Customer Value Proposition – Considerable potentials for further profitable growth Selected examples Shaping the transformation Driving substantial Enabling autonomy and higher towards e-mobility TCO and CO2 reduction efficiency in offroad applications Tr
Slide 66: Driving Operational Excellence
BEARINGS & INDUSTRIAL SOLUTIONS 2 Driving Operational Excellence – A strong lever for improved financial performance and resilience I. Optimization of supply network II. Realization of synergies III. Focused capital management Achieving economies of scale while Unlocking additional performance due S
Slide 67: Right-sizing Core Business
BEARINGS & INDUSTRIAL SOLUTIONS 3 Right-sizing Core Business – Future-readiness of our portfolio and organization in focus I. Active portfolio management II. Footprint consolidation III. Streamlining the organization Focus on core products sharpening our Strengthening cost-competitive Achieving high
Slide 68: Leading bearings supplier with sustainably high margins
BEARINGS & INDUSTRIAL SOLUTIONS Division Bearings & Industrial Solutions – Leading bearings supplier with sustainably high margins 2028 Sales 2028 EBIT1 margin EUR 6.75 to 7.25 bn 9% to 11% Globally leading Transformation Driving significant portfolio across multiple plan fully on track profitabilit
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Slide 70: Capital Markets Day 2025 – CFO View
Capital Markets Day 2025 – CFO View Christophe Hannequin Group CFO September 16, 2025 Schaeffler 2025 Capital Markets Day Copyright Schaeffler AG, 2025 – All rights reserved. | 70
Slide 71: Initial Observations since joining Schaeffler
Initial Observations since joining Schaeffler 1 Significant potential for growth and to generate value Strong basis to 2 Markets, customers and Schaeffler become the leading Motion transforming Technology Company 3 Performance focus will be essential to deliver on our targets September 16, 2025 Scha
Slide 72: CFO core messages
Capital Markets Day 2025 – CFO View Christophe Hannequin Group CFO Doubling EBIT1 by 2028 Financial discipline – Significant Free Cash Flow Operational excellence, improvement – Attractive restructuring and synergies dividend policy 1 Before special items September 16, 2025 Schaeffler 2025 Capital M
Slide 73: Schaeffler Group – Financial Targets 2028
CFO VIEW Schaeffler Group – Financial Targets 2028 1 2 3 Sales EBIT1 margin Free Cash Flow2 in EUR bn in EUR mn > 1bn +4% > 1bn 400 to 600 27 to 29 6% to 8% 24.3 3.5% -694 2024 2028 2024 2028 2024 2028 • Above market growth rate • Doubling of EBIT1 • Restored ability to generate Free Cash Flow • Tra
Slide 74: Resilient Sales Growth – E-Mobility a core growth driver
CFO VIEW 1 Resilient Sales Growth – E-Mobility a core growth driver Sales E-Mobility Powertrain & Chassis in EUR bn in EUR bn in EUR bn +15% -4% +4% 8.25 to 9 9.7 8 to 8.75 27 to 29 4.8 24.3 2024 2028 2024 2028 • Strongest contributor to growth • Resilient product offering • Global volume boost expe
Slide 75: Significant EBIT Evolution driven by E-Mobility
CFO VIEW 2 Significant EBIT Evolution driven by E-Mobility – Structural improvements across all divisions to enable growth Key Aspects EBIT1 margin • E-Mobility volume ramp-up drives operational 6% to 8% excellence, fixed costs absorption & improved R&D efficiency 3.5% • Powertrain & Chassis ICE vol
Slide 76: Doubling EBIT – Balance of growth and internal levers
CFO VIEW 2 Doubling EBIT1 – Balance of growth and internal levers E-Mobility Powertrain & Chassis Volume growth & operational excellence Resiliency & strong cost optimization ~+22pp Stable > 0% 11.4% 10% to 12% -22.1% 2024 Business Cost evol. vs R&D SG&A 2028 2024 Business Cost evol. vs R&D SG&A 202
Slide 77: Doubling EBIT – Balance of growth and internal levers
CFO VIEW 2 Doubling EBIT – Balance of growth and internal levers E-Mobility Powertrain & Chassis Volume growth & operational Schaeffler excellence Group Resiliency & strong cost optimization ~+22pp Stable Balanced approach to EBIT1 improvement reinforced by built-in hedge logic > 0% 11.4% 10% to 12%
Slide 78: Underlying Free Cash Flow – Strong improvement
CFO VIEW 3 Underlying Free Cash Flow – Strong improvement Key Aspects Underlying Free Cash Flow1 in EUR mn • Improved underlying Free Cash Flow1 drivers > 550 − Improved EBITDA3 from operations 600 to 800 − Moderate increase in working capital − Focused capex spend of around EUR 1.1 bn p.a. on avera
Slide 79: Balance Sheet – Attractive dividend policy and reduced leverage
CFO VIEW Balance Sheet – Attractive dividend policy and reduced leverage Dividend Policy Leverage Ratio2 2.4x Dividend Payout1 1.5x to 2.0x 40% to 60% Supported by improved Free Cash Flow H1 2025 2028 Consistent & attractive dividend policy Steps to reach investment grade rating 1 In % of Net Income
Slide 80: Balance Sheet – Strong basis to execute our strategy
CFO VIEW Balance Sheet – Strong basis to execute our strategy Key Aspects Maturity Profile Schaeffler AG as of June 30, 2025 in EUR mn • Evenly distributed maturity profile • No significant upcoming maturities in near term 1,463 1,393 1,357 • Proven debt placement track-record 163 • Continued strong
Slide 81: Mid-Term Targets 2028
CFO VIEW Mid-Term Targets 2028 Group E-Mobility Powertrain Vehicle Lifetime Bearings & Industrial & Chassis Solutions Solutions Sales Sales Sales Sales Sales EUR 27 to 29 bn EUR 8.25 to 9 bn EUR 8 to 8.75 bn EUR 3.75 to 4.25 bn EUR 6.75 to 7.25 bn 2024: EUR 24.3 bn 2024: EUR 4.8 bn 2024: EUR 9.7 bn
Slide 82: Three core messages I would like you to take away from today
CFO VIEW Three core messages I would like you to take away from today Christophe Hannequin Group CFO Doubling EBIT1 by 2028 Financial discipline – Significant Free Cash Flow Operational excellence, improvement – Attractive restructuring and synergies dividend policy 1 Before special items September
Slide 83: Strong Team – Fully committed to deliver
EXECUTIVE SUMMARY Strong Team – Fully committed to deliver Acquisition of Vitesco – Full Focus on Execution – Mid-Term Targets 2028 – Creating the leading Order Book Delivery, Doubling EBIT1 and Motion Technology Performance Improvement and growing Free Cash Company Business Portfolio Management Flo
Slide 84: Q&A
Slide 85: Schaeffler
SCHAEFFLER
Slide 86: Financial Calendar and selected IR Events 2025
OUTLOOK Financial Calendar and selected IR Events 2025 SEP 17 Bank of America Roadshow, London SEP 18 UBS Flagship German Autos Trip, Munich SEP 23 JPM Virtual Call Series, Virtual SEP 24 Bank of America EU Autos Conference, Virtual NOV 04 Q3 2025 Earnings Release NOV 05 BNP Paribas Roadshow, Paris