Renault Sa · EURONEXT:RNO
Renault Sa — Kepler Cheuvreux Autumn Conference 2021
47 slides from Renault Sa's conference presentation, September 2021
Slide 1: Kepler Cheuvreux Conference September 2021
KEPLER CHEUVREUX CONFERENCE SEPTEMBER 2021
Slide 2: Disclaimer
Disclaimer Information contained within this document may contain forward looking statements. Although the Company considers that such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature, they can be risky and uncertain (as described i
Slide 3: Agenda
Agenda 01 Efficient governance 02 New CSR strategy 03 Focus on the environmental strategy 04 Security and Inclusion ambitions 3 KECH Autumn Conference 2021
Slide 4: Key take-aways
Key take-aways CSR at the core of Group’s strategy: ✓ Dynamic and efficient governance with strong board oversight on ESG issues ✓ Corporate purpose ✓ new CSR strategy and organization ✓ Strong climate commitment ✓ Leader in electric vehicle ✓ Front runner in circular economy ✓ New commitments for w
Slide 5: Efficient governance
O01 EFFICIENT GOVERNANCE
Slide 6: The Board of Directors
The Board of Directors 2 Directors appointed by the AGM upon proposal of Nissan Jean-Dominique Senard Chairman of the Board • • 3 Directors representing employees • 17 Yu Serizawa Joji Tagawa Directors 8 Independent Directors appointed by the AGM Frédéric Richard Eric Barrat Gentil Personne 69.2% (1
Slide 7: 2 new independent directors
2 new independent directors Bernard Frédéric Delpit Mazzella Education: Education: • Ecole Nationale d’Administration (ENA) • INSEAD - MBA, Business & Entrepreneurship • University of Paris X-Nanterre - Graduated in law • Stanford University – Master in Computer Science • Institut d’Etudes Politique
Slide 8: Committees' composition: Merger of the CSR and Strategy committees
Committees’ composition : Merger of the CSR and Strategy committees Governance and Compensation Committee Audit and Risks Committee Strategy and CSR Committee 66,67%(*) 66,67%(*) 60%(*) Independence Independence Annette Winkler Independence Pierre Fleuriot Pascale Sourisse Marie-Annick Darmaillac Fr
Slide 9: New CSR strategy
02 NEW CSR STRATEGY
Slide 10: Our corporate purpose
Our corporate purpose « Our spirit of innovation takes mobility further to bring people closer. » Our spirit of innovation takes mobility further to bring people close. We are caring, believing in responsible progress that respects everyone. Since 1898, our history has been written by passionate peo
Slide 11: Sustainability strategy embedded within Group Renaulution
Sustainability strategy embedded within Group Renaulution “We believe that the freedom of “We challenge ourselves to make “We challenge ourselves to make mobility goes hand in hand with mobility safer for everyone.” mobility more inclusive. Renault preserving the planet and living We are a place whe
Slide 12: KECH Autumn Conference 2021
12 KECH Autumn Conference 2021
Slide 13: Strategy & CSR Committee
Strategy & CSR Committee 13 KECH Autumn Conference 2021
Slide 14: Sustainability strategy embedded within Group Renaulution
Sustainability strategy embedded within Group Renaulution “We believe that the freedom of “We challenge ourselves to make “We challenge ourselves to make mobility goes hand in hand with mobility safer for everyone.” mobility more inclusive. Renault preserving the planet and living We are a place whe
Slide 15: The Group Sustainability Strategy is built on ~25 objectives
The Group Sustainability Strategy is built on ~25 objectives Carbon neutrality • Europe in 2040 • Global in 2050 Environment Safety Inclusion “Green as a business” “Caring cars, caring company” “Giving chances” Σ = 10 Σ=9 Σ=7 SOURCING CARING CARS EMPLOYABILITY •1 30% carbon footprint reduction of Su
Slide 16: Focus on the environmental strategy
03 FOCUS ON THE ENVIRONMENTAL STRATEGY
Slide 17: An environmental policy through the all life cycle
An environmental policy through the all life cycle Renault Group is supporting TCFD 18 KECH Autumn Conference 2021
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Slide 19: Carbon footprint: GHG emissions along the life cycle
Carbon footprint : Green House Gas emissions measures in co2e among life cycle 2020 WORLD WIDE CARBON FOOTPRINT Materials & Supply Chain Industry Scope 1 et 2 (1) scope 3 upstream (1) ~1,5% Well-to-Tank (Fuels) & Well-to-socket (Electricity) scope 3 dowstream (1) + Tank-to-well (usage) scope 3 downs
Slide 20: KECH Autumn Conference 2021
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Slide 21: April 2021 Renault Group climate roadmap released
April 2021 Renault Group climate roadmap released Intermediate commitments towards neutrality (2040 in Eu & 2050 WW) have a positive contribution to B2DS scenario (COP21) 31,3 t eq CO2 2030 commitments Production Usage Credits (2019 baseline) (well-to-wheel) /vh sold Supply Manuf Fuels Tail- Recy- i
Slide 22: Our action plan for shaping the future
OUR ACTION PLAN Renault Group’s climate project is composed of nine main actions. They will be gradually FOR SHAPING THE FUTURE rolled out across the Group until 2030, an interim milestone toward our ambition of carbonneutrality in Europe by 2040 and worldwide by 2050. VEHICLE USE ACTION #2 ACTION #
Slide 23: Our action plan: vehicle use actions 1-3
OUR ACTION PLAN Nine main actions gradually rolled out across the Group until 2030, an interim milestone FOR SHAPING THE FUTURE toward our ambition of carbon neutrality in Europe by 2040 and worldwide by 2050. ACTION #1 Electrify all new Renault passenger car models by 2025 ACTION #2 Become the Euro
Slide 24: Decarbonization of our vehicles in use
Pe Decarbonization of our vehicles inuse Renault, European leader in electrification CO2 emissions “from well to wheel” % of electrified sales, individual vehicles (4 >) In gCO2/ km, base 100, Group scope 100 9 Shy : -65% 2025(e) 2030(e) be Development of a light commercial vehicle hydrogen offer >:
Slide 25: EV Native: efficiency & driving pleasure
EV Native: efficiency & driving pleasure EV NATIVE EV Smart Great Superior vehicle cocoon roominess dynamics UP TO 580 km Reduced Reduced RANGE weight friction (WLTP) 27 KECH Autumn Conference 2021
Slide 26: CMF-BEV: Affordability for everyone
CMF-BEV: Affordability for everyone EV HIGHLY COMPETITIVE at vehicle level components compared to ZOE1 in common with CMF-B2 COST STRUCTURE HIGH MODULARITY On body type & design Note: 1 Current generation / 2 used by current generation of Clio, Captur, Nissan Juke 28 KECH Autumn Conference 2021
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Slide 28: Electrification at Renault Group
Electrification at Renault Group New MEGANE E-TECH ELECTRIC in 2022 30 KECH Autumn Conference 2021
Slide 29: Our action plan: Action #4 shared mobility
OUR ACTION PLAN Nine main actions gradually rolled out across the Group until 2030, an interim milestone FOR SHAPING THE FUTURE toward our ambition of carbon neutrality in Europe by 2040 and worldwide by 2050. ACTION #4 Increase the rate of use of vehicles by at least 20% through shared mobility VEH
Slide 30: Our action plan: Actions #5 and #6
OUR ACTION PLAN Nine main actions gradually rolled out across the Group until 2030, an interim milestone FOR SHAPING THE FUTURE toward our ambition of carbon neutrality in Europe by 2040 and worldwide by 2050. ACTION #5 Accelerate the deployment of higher performing, low-carbon and reusable batterie
Slide 31: KECH Autumn Conference
35 KECH Autumn KECH Conference Autumn 2021 Conference 2021
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Slide 33: Lifecycle approach to improve battery value over lifecycle
Lifecycle approach to improve battery value over lifecycle 400€/YEAR value for Renault and user generated through V2G1 500€ INCREMENTAL VALUE on each EV battery through 2nd life businesses Improved battery cost Cost of battery recycling and revenues DIVIDED BY 3 by 2030 over lifecycle Note: 1 Mostly
Slide 34: Second life battery stationary storage main use cases
Second life battery stationary storage main use cases (ELSA european project) Pack Module Pack Pack 38 KECH Autumn Conference 2021
Slide 35: Cost of battery recycling divided by 3
Cost of battery recycling divided by 3 2021 2030 COST OF BATTERY RECYCLING PER BATTERY divided by █ Recycling of 95% of batteries’ metallic contents █ Battery-grade quality for recovered materials1 Note: 1 To serve in new cars’ battery production 39 KECH Autumn Conference 2021
Slide 36: Flins Re-Factory
Flins Re-Factory 40 KECH Autumn Conference 2021
Slide 37: Renault Group circular economy: a unique business and industrial approach
Renault Group circular economy: a unique business and industrial approach STANDARD EXCHANGE 50% 50% Mechanical parts remanufacturing 2019 Figures : Parts ▪ 35,000 engines Remanufacturing • End-of-Life vehicle dismantling ▪ 29,000 gearboxes CHOISY OLD PARTS • Second life parts ▪ 33,800 turbo 2ND LIFE
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Slide 39: Our action plan: Actions #8 and #9
OUR ACTION PLAN Nine main actions gradually rolled out across the Group until 2030, an interim milestone FOR SHAPING THE FUTURE toward our ambition of carbon neutrality in Europe by 2040 and worldwide by 2050. ACTION #8 Halve our sites’ emissions by 2030* PRODUCTION ACTION #9 Reduce emissions from t
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Slide 43: Security and inclusion ambitions
04 SECURITY AND INCLUSION AMBITIONS
Slide 44: The Group Sustainability Strategy: Safety and Inclusion
The Group Sustainability Strategy : Safety and Inclusion Safety Inclusion “Caring cars, caring company” “Giving chances” Σ=9 Σ=7 CARING CARS EMPLOYABILITY •11 Safe Score – creation & deployment by 2023 • >10k people trained by ReKnow University by 2025 20 •12 Safe Coach– creation & deployment by 202
Slide 45: KECH Autumn Conference 2021
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