Volkswagen Ag · XETR:VOW
Volkswagen — Investor Presentation (October 2026)
35 slides from Volkswagen's investor presentation, Oct 12, 2026
Slide 1: Battery Investor Update
Battery Investor Update 12 October 2026 | Dr. G. Mendl
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: From PROMISE to EXECUTION
From PROMISE to EXECUTION Unified Cell Ramp-up factories European Battery Ecosystem Making E-Mobility Clear Target Picture for reduced complexity for Battery cell taking Shape affordable for Next-Generation sets the base for scale and system Batteries
Slide 4: The POWERHOUSE of Volkswagen Group
The POWERHOUSE of Volkswagen Group Battery
Slide 5: Center of Excellence: Driving Battery Strategy across Brands and Partners
Center of Excellence: Driving Battery Strategy across Brands and Partners
Slide 6: Strategy Technology Resilience
Strategy Technology Resilience
Slide 7: Which seat do you prefer?
VOLKSWAGEN GROUP Which seat do you prefer? TECHNOLOGY
Slide 8: No Battery. No Competitiveness.
No Battery. No Competitiveness. PERFORMANCE COSTS CELL MARKET
Slide 9: Electrification is no longer a Scenario!
Electrification is no longer a Scenario! European Sales1 [bn/EU27+4] European Battery Demand [GWh] Overall market non-BEV Overall demand Overall market BEV 18 17 16 16 980 540 300 25 2019 2026E 2030E 2035 2019 2026E 2030E 2035E VW Group BEV2 01/26 - 09/26: 0.6 bn EU27+4 Source: Benchmark Minerals Q3
Slide 10: Global Strategy. Regional Execution.
Global Strategy. Regional Execution. Make-and-Buy Strategy Make-and-Buy Strategy Buy Strategy Global procurement strategy Global technology strategy: Unified Cell
Slide 11: Balancing Make-and-Buy. Tailored to each region.
Balancing Make-and-Buy. Tailored to each region. PowerCo 3rd party supply 2025 2030 2025 2030 2025 2030
Slide 12: Technology
Technology Resilience
Slide 13: Module To Pack Cell
Module Cell Next Gen To Pack To Pack Baseline Today Future
Slide 14: Winning awards Again. And again. And again!
Winning awards Again. And again. And again!
Slide 15: Module To Pack Cell
Module Cell Next Gen To Pack To Pack Baseline Today Future
Slide 16: The Unified Cell: One Format Many Possibilities
The Unified Cell One Format Many Possibilities
Slide 17: The UNIFIED CELL
The UNIFIED CELL NMC Nickel manganese cobalt oxide LMFP Lithium iron phosphate manganese NMC-SI Anode Nickel manganese cobalt oxide with silicon anode LFP Lithium iron phosphate SSB/ ASSB Solid-state battery SIB Sodium Ion CHEMISTRY FLEXIBLE
Slide 18: ID. Polo sets the Charging Benchmark
ID. Polo sets the Charging Benchmark 50 NMC LFP 45 Competitor Vehicles Charging Time [min] 40 35 30 10-80% 25 37 kWh | LFP 52 kWh | NMC 20 20,000 25,000 30,000 35,000 40,000 List Price [€]
Slide 19: Lighthouse Mission Efficiency: World Records
Lighthouse Mission Efficiency: 3 World Records cW 0.158 6.48 kWh/100 km Most Efficient Near-Production EV in Its Class
Slide 20: From Vision to Volume: Across Brands
From Vision to Volume: Across Brands ID. Polo CUPRA Raval Škoda Epiq ID. Cross ID. Polo GTI
Slide 21: Module To Pack Cell
Module Cell Next Gen To Pack To Pack Baseline Today Future
Slide 22: Technology Leadership driving Cost Leadership
Technology Leadership driving Cost Leadership Fast-Charging Minimum Target <10 min 10-80% TCO1 PARITY Higher Pack Efficiency Ambition More Range | Cheaper Chemistries COST PARITY 1. TCO = Total Cost of Ownership
Slide 23: Resilience
Resilience
Slide 24: Sustainability Regions Regulation
Sustainability Regions Regulation
Slide 25: Global Resilience. Local Footprint.
Global Resilience. Local Footprint. MARTORELL PAMPLONA MLADA BOLESLAV SALZGITTER VALENCIA ST THOMAS above: battery system assembly | below: battery cell assembly 2027 2029
Slide 26: Europe's largest Battery Validation Hub
Europe‘s largest Battery Validation Hub. Accelerating Industrialization to Scale.
Slide 27: Securing the LFP Future
Securing the LFP Future VW Group Battery Demand [GWh] 300 Other LFP 150 Access to leading 1 LFP Technology Diversified Access to 2 Key Battery Materials 2026E 2030E 2035E Accelerated Ramp-up 3 of Series Production Source: Own Analysis | e = expected
Slide 28: Vertical integration. Building Supply Chain Resilience.
Vertical integration. Building Supply Chain Resilience. Investment | Hedging | Contracts Circular Economy Localization Financial hedging Mining | Refining Closed loop price caps | fixed price Strategic Partnerships long-term agreements
Slide 29: Closing the Loop. Strengthening Resilience.
Closing the Loop. Re-Purpose Strengthening Resilience. (2nd Life) Disassembly Re-Cycle RE-X and Analysis to CAM STRATEGY
Slide 30: From Strategy to Execution
FROM STRATEGY TO EXECUTION PERFORMANCE 01 Competitive today. Pushing for technology leadership. Building on proven performance, we continue to advance energy density, charging and efficiency. COST 02 Driving down cost. With cost parity as our ambition. Unified Cell, scale and integration are key lev
Slide 31: Range / consumptions / emissions
Range / consumptions / emissions Fuel consumption Electrical consumption CO2 emissions Electric range Model combined (WLTP) combined (WLTP) combined (WLTP) combined (WLTP) VW Golf R 8.1 – 8.5 l/100km n/a 184 -193 g/km n/a Golf 8 GTI 7.3 – 7.1 l/100km n/a 167 -162 g/km n/a ID.3 Neo n/a 14.3-15.7 kWh/
Slide 32: Range / consumptions / emissions
Range / consumptions / emissions Fuel consumption Electrical consumption CO2 emissions Electric range Model combined (WLTP) combined (WLTP) combined (WLTP) combined (WLTP) Škoda Vision O The vehicle is not yet offered for sale and is therefore not subject to Directive 1999/94/EC. Consumption and emi
Slide 33: Range / consumptions / emissions
Range / consumptions / emissions Fuel consumption Electrical consumption CO2 emissions Electric range Model combined (WLTP) combined (WLTP) combined (WLTP) combined (WLTP) Bentley Continental GT Speed 10.3 l/100 km 28.1 kWh/100km 29 g/km n/a Bentayga Speed 14.7 l/100 km n/a 335 g/km n/a Bugatti CHIR
Slide 34: Range / consumptions / emissions
Range / consumptions / emissions Fuel consumption Electrical consumption CO2 emissions Electric range Model combined (WLTP) combined (WLTP) combined (WLTP) combined (WLTP) Audi A5 7.7 – 4.8 l/100km n/a 176 – 125 g/km n/a Nuvolari 11.3l /100km 7.8 kWh (preliminary) 270 g/km Q4 e-tron 55 n/a 16.8 – 19
Slide 35: Volkswagen Group Technology
VOLKSWAGEN GROUP TECHNOLOGY
Volkswagen Group — Investor Presentation (October 2026) on 6ix