Slide 1: Q2 2026 Pre-Close Call
Q2 2026 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 06/07/2026
Slide 2: Disclaimer
Q2 2026 Pre-Close Call 2 Investor Relations 06/07/2026 DISCLAIMER This presentation has been prepared for information purposes only. The presentation does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any secur
Slide 3: 1. Market Situation & Recent Trading
Q2 2026 Pre-Close Call 3 Investor Relations 06/07/2026 1. MARKET SITUATION & RECENT TRADING Market outlook (as published on 29 April 2026) EU27+31 (k units, >6t) North America2 (k units, class 6-8) South America (k units, >6t) China (k units, >6t) 2026e: -2.5% – +7.5% (mid-point +2.5%) 2026e: -5% –
Slide 4: 2. Recent Brand Developments
Q2 2026 Pre-Close Call 4 Investor Relations 06/07/2026 2. RECENT BRAND DEVELOPMENTS Scania MAN International VWTB ― Continued gradual production ― In Europe, Q2 2026 should show ― International remains cautious to ― VWTB has sold more than 3,000 capacity increase in Europe; also, strong order growth
Slide 5: 3. Group Perspective
Q2 2026 Pre-Close Call 5 Investor Relations 06/07/2026 3. GROUP PERSPECTIVE 2026 Outlook as published on 29 April 2026 FY 2025 FY 2026 ― Ambition for FY 2026 to deliver at least the same adjusted Actuals Outlook RoS on Group level as last year. TRATON GROUP ― RoS-guidance originally based on stronge
Slide 6: IR Contact and Events
Q2 2026 Pre-Close Call 6 Investor Relations 06/07/2026 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 10 Jul 2026 Q2 2026 Unit Sales Release +49 152 021 52 400 +49 170 907 34 94 ursula.querette@traton.com thomas.paschen@traton.com 2