Renault Sa · EURONEXT:RNO

Renault Sa — Q1 2026 Earnings Presentation

26 slides from Renault Sa's earnings presentation, Apr 23, 2026

  1. Slide 1: 2026 Q1 Revenue

    2026 Q1 Revenue APRIL 23, 2026 1

  2. Slide 2: Agenda

    Agenda 1 2026 Q1 Sales & Revenue 2 2026 Outlook 3 Appendix 2

  3. Slide 3: 2026 Q1 Sales & Revenue

    2026 Q1 Sales & Revenue Duncan Minto CFO Renault Group 3

  4. Slide 4: Group revenue

    Group revenue Change at € million 2025 Q1 2026 Q1 Change constant FX Global unit sales (Kunits) 565 546 -3.3% - Group revenue 11,675 12,530 +7.3% +8.8% o/w Automotive 10,151 10,807 +6.5% +8.0% o/w Sales Financing (Mobilize Financial Services) 1,524 1,723 +13.0% +14.1% Effective January 1, 2026, the

  5. Slide 5: Automotive revenue

    Automotive revenue Change 2026 Q1 vs. 2025 Q1 +6.5% +8.0% at constant FX Currency Volume Sales to Price Product Geographic Other Partners mix Mix +265 +67 +604 +99 -10 10,807 10,151 -156 -213 -1.5pts -2.1pts +5.9pts +1.0pt +2.6pts -0.1pts +0.7pts € million 2025 Q1 2026 Q1 5

  6. Slide 6: Automotive revenue

    Automotive revenue Change 2026 Q1 vs. 2025 Q1 +6.5% +8.0% at constant FX Currency Volume Sales to Price Product Geographic Other Partners mix Mix +265 +67 +604 +99 -10 10,807 10,151 -156 -213 -1.5pts -2.1pts +5.9pts +1.0pt +2.6pts -0.1pts +0.7pts € million 2025 Q1 2026 Q1 6

  7. Slide 7: Renault Group sales

    Renault Group sales Sales evolution by brand(1) In thousand units 565 546 2025 Q1 2026 Q1 389 398 174 145 2 3 RENAULT GROUP RENAULT DACIA ALPINE In % Δ / 2025 Q1 -3.3% +2.2% -16.3% +54.7% (1) PC+LCV in thousand units. Renault Group data comprises other brands such as Renault Korea Motors and Mobiliz

  8. Slide 8: Accelerating the transition to EV

    Accelerating the transition to EV + 43% + 21% sales growth sales growth of Renault brand EVs of Renault Group EVs in Europe in Europe 24% 17% mix of EVs mix of EVs Renault brand Renault Group Passenger Cars, Scope: Europe ACEA 8

  9. Slide 9: Pursuing the electrification thanks to full hybrid

    Pursuing the electrification thanks to full hybrid + % 8 # 2 sales growth in hybrid2 in Europe, in hybrid1 Renault Group with a in Europe 22% market share 41% 35% mix of hybrid1 mix of hybrid1 Renault brand Renault Group Passenger Cars, Scope: Europe ACEA (1) HEV and PHEV excluding Mild-hybrid (2) H

  10. Slide 10: Renault brand ranking in Europe

    #2 in Europe in PC+LCV in LCV Clio #1 In Europe, Clio 5+Clio 6 #1 EV in France in European B-seg EV #2 Retail EV in Europe #2 in Hybrid in Europe (HEV) Renault brand ranking in Europe ACEA otherwise specified 10 10

  11. Slide 11: Dacia brand ranking in Europe

    # 3 in Europe retail sales, PC Best-in-class retail channel mix in Europe Sandero #1 in Europe, retail Double-digit growth in orders in Europe Dacia brand ranking in Europe ACEA otherwise specified 11 11

  12. Slide 12: UK 2nd market, A290 best seller, A390 hitting the road

    + 55 % UK A290 A390 sales in 2026 Q1 2nd market best seller hitting the road 12 12

  13. Slide 13: Strong fundamentals supporting the performance

    Strong fundamentals supporting the performance HIGH HEALTHY STRONG ORDER VALUE UTILIZATION INVENTORIES INTAKE FUELING COMMERCIAL RATE ORDERBOOK POLICY > 90% 554ku +12% +16pts utilization rate total inventories order intake above market of our facilities1 to enter into 2026 Q2 growth2 average on reta

  14. Slide 14: New vehicle distribution inventories

    New vehicle distribution inventories In thousand units 560 554 Total 530 528 540 530 538 539 500 437 442 416 369 340 Independent 335 302 319 dealers 297 Group 228 231 220 219 219 131 103 114 97 Mar'24 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 Sept'25 Dec'25 Mar'26 14

  15. Slide 15: Automotive revenue

    Automotive revenue Change 2026 Q1 vs. 2025 Q1 +6.5% +8.0% at constant FX Currency Volume Sales to Price Product Geographic Other Partners mix Mix +265 +67 +604 +99 -10 10,807 10,151 -156 -213 -1.5pts -2.1pts +5.9pts +1.0pt +2.6pts -0.1pts +0.7pts € million 2025 Q1 2026 Q1 15

  16. Slide 16: Automotive revenue

    Automotive revenue Change 2026 Q1 vs. 2025 Q1 +6.5% +8.0% at constant FX Currency Volume Sales to Price Product Geographic Other Partners mix Mix +265 +67 +604 +99 -10 10,807 10,151 -156 -213 -1.5pts -2.1pts +5.9pts +1.0pt +2.6pts -0.1pts +0.7pts € million 2025 Q1 2026 Q1 16

  17. Slide 17: Automotive revenue

    Automotive revenue Change 2026 Q1 vs. 2025 Q1 +6.5% +8.0% at constant FX Currency Volume Sales to Price Product Geographic Other Partners mix Mix +265 +67 +604 +99 -10 10,807 10,151 -156 -213 -1.5pts -2.1pts +5.9pts +1.0pt +2.6pts -0.1pts +0.7pts € million 2025 Q1 2026 Q1 17

  18. Slide 18: Mobilize Financial Services

    Mobilize Financial Services 2025 Q1 2026 Q1 Change New contracts (Kunits) 312 307 -1.9% New financings (€bn) 5.5 5.5 -0.3% Average performing assets (€bn) 59.1 61.9 +4.8% Revenue (€m) 1,524 1,723 +13.0% 18

  19. Slide 19: Outlook

    2 Outlook 19

  20. Slide 20: Confirmed 2026 financial outlook

    Confirmed 2026 financial outlook Operating margin Free cash flow1 c. 5.5% c.€ bn 1 H2 margin above H1 margin including €350m of MFS dividend2 as per usual seasonal patterns (vs. €300m received in 2025) (1) Auto free cash flow (2) Subject to MFS Board of Directors proposal and Shareholders’ General M

  21. Slide 21: Questions Answers

    Questions Answers 21

  22. Slide 22: Appendix

    Appendix 22

  23. Slide 23: Renault Group Q1 sales – by region

    Renault Group Q1 sales – by region Market and sales evolution by region(1) 565 546 2025 Q1 2026 Q1 402 386 71 71 63 60 24 25 (4) Global Europe (2) Eurasia (3) Latin America Asia Pacific Africa & Middle East In % Car Market +3.8% -5.1% +7.2% +2.9% Δ / 2025 Q1 Renault Group -4.2% +0.2% -4.8% +3.9% (1)

  24. Slide 24: Intense product offensive in 2026

    Intense product offensive in 2026 Europe RENAULT CLIO DACIA STRIKER DACIA A-Segment (1st delivery in Q1 2026) ALPINE A390 RENAULT TWINGO TRAFIC VAN E-TECH International RENAULT FILANTE (E-SUV) RENAULT BOREAL RENAULT DUSTER RENAULT PICK-UP (C-SUV) IN INDIA 2025 Q4 […] 2026 H1 2026 H2 Electric vehicle

  25. Slide 25: Disclaimer

    Disclaimer Information contained within this document may contain forward looking statements. Although the Company considers that such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature, they can be risky and uncertain (as described i

  26. Slide 26: Download Invest'R

    Download Invest’R The app dedicated to Renault Group investors To download the free application, scan this QR code with your smartphone 26

Renault Group — Q1 2026 Earnings Presentation on 6ix