Schaeffler Ag · XETR:SHA0

Schaeffler — Bank of America EU Autos and Future Car Virtual Conference 2024

11 slides from Schaeffler's conference presentation, Sep 23, 2024

1. Slide 1: Schaeffler AG – Bank of America EU Autos and Future Car Virtual Conference 2024

   Schaeffler AG September 23, 2024 Bank of America EU Autos and Future Car Virtual Conference 2024 Copyright Schaeffler AG, 2024 – All rights reserved. |

2. Slide 2: Disclaimer

   Disclaimer This presentation contains forward-looking statements. The words “anticipate”, “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that ar

3. Slide 3: Schaeffler – At a glance

   INTRODUCTION Schaeffler – At a glance Headline 14 pt in [unit 10,5 pt] Merger of Vitesco The Motion Technology Company manufactures high-precision ∼83,000 Technologies and employees worldwide1 Schaeffler planned components and systems for drive train and chassis applications as well on Oct. 1, 2024

4. Slide 4: Diversified automotive and industrial supplier

   INTRODUCTION Schaeffler – Diversified automotive and industrial supplier Automotive Technologies Vehicle Lifetime Solutions Bearings & Industrial Solutions Groundbreaking solutions Intelligent solutions Products and solutions for various drive concepts for complex repairs for the industry of the fut

5. Slide 5: Vitesco – At a glance

   INTRODUCTION Vitesco – At a glance 9.0 9.2 8.3 Leading global provider Electrification pioneer 2021 2022 2023 of propulsion solutions to make with >10 years of field experience driving more efficient, cleaner and and a portfolio covering all major 1,313 convenient current and future scenarios ∼35,50

6. Slide 6: Vitesco – Full system supplier with more than 15 years of experience in electrified propulsion

   INTRODUCTION Vitesco – Full system supplier with more than 15 years of experience in electrified propulsion Systems and components for the powertrain of battery electric vehicles Solutions for 400V and 800V architectures Propulsion scenario Master/Zone Controller agnostic product design covers also

7. Slide 7: Schaeffler New – Creating a leading Motion Technology Company with four focused divisions

   INTRODUCTION Schaeffler New – Creating a leading Motion Technology Company with four focused divisions Bearings & Industrial Divisions1 E-Mobility Powertrain & Chassis Vehicle Lifetime Solutions Solutions Business Engine & Automotive E-Mobility Industrial divisions Transmission Aftermarket Automotiv

8. Slide 8: Schaeffler New – Transaction expected to be completed in October 2024

   INTRODUCTION Schaeffler New – Transaction expected to be completed in October 2024 Shareholding structure before transaction (simplified) Envisaged future shareholding structure IHO Holding IHO Holding Free Free Free Float Float Float S AG V AG 24.9% 75.1% 49.9% 50.1% ~30% ~70% of share capital of s

9. Slide 9: The leading Motion Technology Company

   Future Today The leading Sales: EUR 16 bn Motion Technology Employees: ~83,000 Company Plants: 82 Sales: > EUR 25 bn Employees: ~120,000 Plants: 100 Copyright Schaeffler AG, 2024 – All rights reserved. | 9

10. Slide 10: Let's start the conversation

    LET’S START THE CONVERSATION Copyright Schaeffler AG, 2024 – All rights reserved. |

11. Slide 11: Schaeffler

    SCHAEFFLER

Schaeffler — Bank of America EU Autos and Future Car Virtual Conference 2024 on 6ix