Cie Generale Des Etablissements Michelin Sa · EURONEXT:ML
Cie Generale Des Etablissements Michelin Sa — Michelin — Investor Presentation (November 2025)
12 slides from Cie Generale Des Etablissements Michelin Sa's investor presentation, Nov 19, 2025
Slide 1: Industry Expert Call Michelin TRWP
RY EXPE Ras sor Sw MICHELIN
Slide 2: Speakers Introduction
INTRO Speakers Introduction TRWP Scientific & Innovation Program Director Communication Director Industry Expert Call Michelin TRWP – November 19, 2025
Slide 3: Michelin is taking action to reduce TRWP emissions
EXEC SUM Michelin is taking action to reduce TRWP emissions • Tire and Road Wear Particles (TRWP) represent a significant environmental question • Many factors influence their generation: tire design is one of them, but not the main one. Some factors can increase emissions by 10 folds (e.g. driving
Slide 4: What are Tire and Road Wear Particles?
DEFINITIONS What are Tire and Road Wear Particles? DEFINITION Factors influencing emissions between tire and road of rubber + road dust Average Density Road topology Car specifications Driving style IMPACT Weather of TRWP emitted annually in Europe Industry Expert Call Michelin TRWP – November 19, 2
Slide 5: TRWP environmental impacts still need to be refined
DEFINITIONS TRWP environmental impacts still need to be refined Studies confirm that Field monitoring studies show that TRWP account for less than 10% of between 1 and 13% of TRWP particulate matter pollution (PM10) generated could reach the estuaries PM10 = ~ 1% of the tire mass loss (depending on
Slide 6: Industry governance (TIP) and regulations (EURO 7)
INDUSTRY Industry governance (TIP) and regulations (EURO 7) Tire Industry Project EURO 7 Industry Expert Call Michelin TRWP – November 19, 2025
Slide 7: EURO 7 Market Assessment: Very limited risk to Michelin product portfolio
EURO 7 Market Assessment: Very limited risk to Michelin product portfolio DIFFERENCE 3PMSF tires Normal tires Limit ≈ 1.30 to 1.45 Limit ≈ 1.20 to 1.45 Still under discussion Still under discussion MI Group Competitors Not compliant Industry Expert Call Michelin TRWP – November 19, 2025
Slide 8: Tires abrasion: A considerable competitive edge for Michelin
Tires abrasion: A considerable competitive edge for Michelin, with no compromise on total performance DIFFERENCE Particle emissions: Michelin ahead of all premium tiremakers unit: g /1,000 km / ton of vehicle 78 76 71 63 65 Energy efficiency Average 52 Mileage Safety All competitors Source : ADAC «
Slide 9: The electric vehicle: an opportunity for the Group
The electric vehicle: an opportunity for the Group to draw on its extensive expertise and its innovation potential EV & TRWP The electric vehicle is refocusing consumer and constructor attention on overall tire performance 4 performances are particularly visible: Lifespan Energy Efficiency Load Capa
Slide 10: Michelin is leading the way for a reduction in TRWP
Michelin is leading the way for a reduction in TRWP CONCLUSION made with less but innovative raw material thanks to its unrivaled material expertise and knowledge for science-based decisions and actions to step up its commitment in this area validated by independent studies Industry Expert Call Mich
Slide 11: Disclaimer
DISCLAIMER Disclaimer This presentation is not an offer to purchase or a solicitation to recommend the purchase of Michelin shares. To obtain more detailed information on Michelin, please consult the documents filed in France with Autorité des marchés financiers, which are also available from the Mi
Slide 12: Contacts
CONTACTS BUSINESS CENTER PARIS TROCADERO Guillaume JULLIENNE 112 avenue Kléber 75116 Paris – France Benjamin MARCUS 23 place des Carmes Dechaux 63040 Clermont-Ferrand – France Nadia AIT MOKHTAR investor-relations@michelin.com Industry Expert Call Michelin TRWP – November 19, 2025