Porsche Ag · XETR:P911
Porsche — Dr. Ing. h.c. F. Porsche — Corporate Update (September 2025)
15 slides from Porsche's corporate update, Sep 19, 2025
Slide 1: Update: Strategic Realignment
Update: Strategic Realignment Dr. Ing. h.c. F. Porsche AG Investor, Analyst and Media Conference Call 19/09/2025 DR . OLIVER BLUME DR . JOCHEN BRECKNER 911 Carrera GTS (WLTP): Fuel consumption combined: 11.0 – 10.4 l/100 km; CO₂ emissions combined: 248 – 236 g/km; CO₂ class: G; Status 09/2025 0
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements and prove to be incorrect, the actual results may be materially information that reflect Dr. Ing. h.c. F. Porsche AG's current views different from those Porsche AG expresses or implies by such about future events. These statements are
Slide 3: Extensive measures initiated to strengthen financial resilience
Extensive measures initiated to strengthen financial resilience ENVIRONMENT REACTION: STRATEGIC REALIGNMENT China Product Portfolio Focus on the Core Push-to-Pass Structural Package - in negotiation - US EFFECT BEV-Transition Short-term (2025) Mid- / Long-term Extraordinary expenses in connection In
Slide 4: Product Portfolio
Extensive measures initiated to strengthen financial resilience Product Portfolio FOCUS TODAY 3
Slide 5: Aligning Product Strategy with new market expectation
Aligning Product Strategy with new market expectation Previous ~80% Planning Market Expectation Current Planning 12.7% 2024 BEV share based on customer deliveries 4
Slide 6: Porsche Product Strategy
Porsche Product Strategy Now Mid-Term Long-Term Sports Cars 01 02 ICE /PHE V SUV Strengthening Higher flexibility Brand Core ICE/PHEV Sedan 03 04 05 Sports Cars Successful BEV Extended BEV Future BEV entry portfolio BE V SUV range Taycan & Macan Cayenne & 718 New BEV platform Sedan 5
Slide 7: Strengthening Brand Core with HALO Strategy and Lighthouse Projects
Strengthening Brand Core with HALO Strategy and Lighthouse Projects GT ADVENTURE HERITAGE URBAN ULTIMATE OUTDOOR SPORTS ICONIC DESIGNS COSMOPOLITAN PERFORMANCE AND ADVENTURES AND MATERIALS DESIGN TRACK LIFESTYLE Cayenne Turbo GT - no offer in Europe; 911 Dakar (WLTP): Fuel consumption combined: 11.3
Slide 8: ICE and PHEV offerings with strong updates for the 2030s
ICE and PHEV offerings with strong updates for the 2030s NEW NEW CAYENNE PANAMERA NEW 911 Cayenne GTS (WLTP): Fuel consumption combined: 12.7 – 12.2 l/100 km; CO₂ emissions combined: 289 – 277 g/km; CO₂ class: G; Status 09/2025 911 Carrera GTS (WLTP): Fuel consumption combined: 11.0 – 10.4 l/100 km;
Slide 9: Adding new ICE and PHEV offerings towards the end of the decade
Adding new ICE and PHEV offerings towards the end of the decade ADDITION ADDITION ADDITION NEW B-SUV TOP ICE DERIVATIVES NEW D-SUV ICE/PHEV FOR NEW 718 ICE/PHEV 8
Slide 10: Current BEV lineup will be supported by new product highlights
Current BEV lineup will be supported by new product highlights TAYCAN MACAN BEV CAYENNE BEV 718 BEV 2019 2024 NEW NEW 2020 2030 Taycan 4S (WLTP): Electrical consumption combined: 20.1 – 17.6 kWh/100 km; CO₂ emissions combined: 0 g/km; CO₂ class: A; Status 09/2025; Macan (WLTP): Electrical consumptio
Slide 11: Adapted product portfolio offering flexibility in the transition
Adapted product portfolio offering flexibility in the transition SPORTS CARS1 SPORTS LIMOUSINES SPORT UTILITY VEHICLES ICON ELEGANCE PRESTIGE NEW PERFORMANCE FUNCTIONALITY DRIVING FUN NEW LIFESTYLE NEW NEW 1) Two-door sports cars; Potential Midterm Drivetrain Portfolio: ICE (x)HEV BEV 10
Slide 12: Adjusted Porsche Financial Outlook 2025
Adjusted Porsche Financial Outlook 2025 GROUP RE TURN ON SALES ( ROS) CONTRIBUTOR S TO GROUP RE TURN ON SALES 2025 OUTLOOK DE VELOPMENT (ILLUSTR ATIVE ) 12 % 10 % 8.5 % RoS 7.0 % 6.5 % RoS 5.0 % 2.0 % RoS Slightly positive Outlook Value oriented Strategic US tariffs Adjusted US tariffs June - US tar
Slide 13: Adjusted Porsche Financial Outlook 2025
Adjusted Porsche Financial Outlook 2025 MOST IMPORTANT PERFORMANCE INDICATORS 2024 PREVIOUS ADJUSTED OUTLOOK 2025 OUTLOOK 2025 Sales Revenue € 40.1 bn € 37 - 38 bn € 37 - 38 bn GROUP Return on Sales (RoS) 14.1 % 5-7% Slightly positive - 2 % EBITDA Margin 22.7 % 14.5 - 16.5 % 10.5 - 12.5 % AUTOMOTIVE
Slide 14: Capital Allocation Policy
Capital Allocation Policy DIVIDEND: 2025: Expected proposal above mid-term target1 MID -TERM TARGE T: 50 % pay-out ratio2 CAPE X & R&D : Focused investment program TECHNOLOGY & VENTURE : Select investments with preference for partnerships PENSION: Commitment to partially fund the pension deficit in
Slide 15: Those who are fortunate enough to build a business from a dream
“Those who are fortunate enough to build a business from a dream owe it to the world to be the guardians of those dreams“ FERRY PORSCHE IR Management Report 14 Issue #05-2024
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