Volkswagen Ag · XETR:VOW
Volkswagen — Investor Presentation (September 2026)
16 slides from Volkswagen's investor presentation, Sep 4, 2026
Slide 1: Supervisory Board Approves Future Plan 2030
SUPERVISORY BOARD APPROVES FUTURE PLAN 2030 A STRONG SIGNAL FOR VOLKSWAGEN GROUP Investor & Analyst Call 04 September 2026
Slide 2: Disclaimer
Disclaimer The following presentations as well as remarks/comments and explanations in this context contain forward-looking statements on the business development of the Volkswagen Group. These statements are based on assumptions relating to the development of the economic, political and legal envir
Slide 3: Transformation need in a massively changed environment
Transformation need in a massively changed environment Turnaround Changed Transformation 2023-2025 environment need Geopolitics Trade GROUP TOP 10 Regulations TARGET programs Markets PICTURE Transformation 2030 3
Slide 4: Group Target Picture 2030 | 12 Initiatives
Group Target Picture 2030 | 12 Initiatives 01 TARGET PICTURE 02 FINANCIAL FRAMEWORK I. TECHNOLOGY II. PERFORMANCE III. STEERING 03 Product Portfolio 06 Operational Excellence 10 Investment Portfolio 04 Technology Roadmap 07 Leadership and Incentives 11 Regions (CN, NAR, EU) 05 Production Network 08
Slide 5: Supervisory board approves future plan
Supervisory board approves future plan Volkswagen Group sets course for sustainable success Supervisory Board Board to jointly drive approves Group and brands: implementation with comprehensive more competitive, brands, entities, and Group Target more effective and employee Picture 2030 more future-
Slide 6: Financial Framework: Strengthening the financial foundation
FINANCIAL FRAMEWORK Strengthening the financial foundation Annual sales volume of Operating margin target Invest in capex and R&D 9mn vehicles as premise of 9% by 2030 - midpoint to be reduced to for future cost base of 8–10% ambition €135 bn (2027-31) 6
Slide 7: I. Technology: Sharpening technology and focusing the portfolio
I. TECHNOLOGY Sharpening technology and focusing the portfolio Reducing number of Consolidation of platforms, Winning products and models by -50% and E/E-architectures, ADAS, technologies with higher component variety and software aligned to volumes per model at by 75% by 2035 two hemispheres lower
Slide 8: I. Technology: Ensuring competitive production structures
I. TECHNOLOGY Ensuring competitive production structures Excess capacity of Currently no model allocation Locations with opportunity >500,000 vehicles for Emden Zwickau, Hanover to develop sustainable, in Europe and Neckarsulm plants competitive production to be addressed (2031-2034) concepts within
Slide 9: II. Performance: Boosting performance and operational excellence
II. PERFORMANCE Boosting performance and operational excellence Excellence programs Lean leadership structures, Group-wide workforce across R&D, Procurement, transparent performance adjustment of add. ~50k Production, Quality, Sales management culture - positions agreed, incl. 25% and Overhead rewar
Slide 10: III. Steering: Sharpening steering and structures for the future
III. STEERING Sharpening steering and structures for the future Focus on automotive core: Board with mandate to Clear responsibilities Streamlining the portfolio develop model for evolved and fast, more efficient and focused capital decision-making and and modern Group allocation leaner Group struct
Slide 11: III. Steering: Future-ready business model and product priorities
III. STEERING Future-ready business model and product priorities NORTH AMERICA: EUROPE: CHINA: Reset for growth, Secured leadership #1 foreign OEM, localized approach in core market local-for-local 11
Slide 12: Decisions on the Group Target Picture 2030
Decisions on the Group Target Picture 2030 Group Target Product Portfolio Technology Roadmap Production Network Operational Excellence Picture 2030 03 04 05 06 Streamlining of Units technology paths -50 % models -500k units of capacity -€20 bn1 E | B | P | V | Q 9 million -75 % complexity § Hardware
Slide 13: Group target picture enables vision 2030
Group target picture enables vision 2030 TARGET PICTURE VISION 2030 COMMUNICATION Focused product portfolio Volkswagen Group. DRIVE. BRANDS Employees and leadership: Best-in-class technologies Mindset | DRIVE. PRODUCTS Capital market: Future-proof business model Credibility | DRIVE. TECHNOLOGIES Pub
Slide 14: Implementation starts today
IMPLEMENTATION STARTS TODAY. Where agreements with Group Management Board Supervisory Board employee representatives assumes overall to accompany and support are required, talks will be responsibility process in close alignment initiated swiftly for implementation with Group Board 14
Slide 15: Volkswagen Group
VOLKSWAGEN GROUP
Slide 16: Volkswagen Group
VOLKSWAGEN GROUP
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