Trelleborg Ab Class B · OMXSTO:TREL_B

Trelleborg Ab Class B — Shareholder Meeting (2023)

32 slides from Trelleborg Ab Class B's shareholder meeting presentation, 2023

1. Slide 1: Peter Nilsson, President & CEO

   Peter Nilsson, President & CEO

2. Slide 2: 2022: A challenging macro environment

   2022 . A chal “ macr Ee ment a VU TRELLEBORG

3. Slide 3: 2022: Russian war, inflation, energy crisis, supply chain disruptions

   2022 2 ‘. Russian war Inflation ane : Energy crisis Supply chain di fouptions VU TRELLEBORG

4. Slide 4: However, for Trelleborg

   However, for Trelleborg VU TRELLEBORG

5. Slide 5: At a glance: Focused polymer group

   MSEK Focused polymer At a glance group 30 095 5 066 16,8% net sales EBIT EBIT-margin 2022 operations in 16 701 40 ~100 number of employees countries manufacturing facilities Continuing operations, excluding items affecting comparability

6. Slide 6: A different and stronger company

   Adifferentand _. stronger company VU TRELLEBORG

7. Slide 7: We have strategically exited selected businesses

   We have strategically exited selected businesses ▪ Attractive niches remain – lower Subsea Oil & Gas Printing Vibracoustic exposure to automotive blankets ▪ Less exposure to cyclical agriculture and oil & gas segments Molded components Molded Trelleborg Wheel business in Czech components Systems Rep

8. Slide 8: Divestment of Trelleborg Wheel Systems

   Divestment of Trelleborg Wheel Systems ▪ More profitable, less cyclical and improved sustainability profile ▪ More coherent portfolio with similar business models and drivers ▪ Strengthen our capacity to accelerate growth ▪ Attractive valuation

9. Slide 9: Acquisition of Minnesota Rubber & Plastics

   Acquisition of Minnesota Rubber & Plastics ▪ Significantly improved market position for Trelleborg Sealing Solutions in North America ▪ Enhanced exposure to higher growth segments ▪ More complete and global offering to customers - generating significant synergies

10. Slide 10: Climbing the value ladder

    Trelleborg Trelleborg Industrial Solutions Trelleborg Sealing Solutions Climbing the value ladder Scale up & accelerate

11. Slide 11: High profile, profitable growth

    M h profile profitable Se ‘erowt VU TRELLEBORG

12. Slide 12: In selected segments

    in selected segments

13. Slide 13: Aerospace

    ms - _ 7 a __Aerospace = TRELLEBORG

14. Slide 14: More travelling and rising demand for ecofriendly travel

    Selected example: Aerospace More travelling and rising demand for ecofriendly travel ~40,000 New commercial aircraft to be delivered by 2040 ▪ More travel ▪ Lighter materials 5-10% Market drivers & G R O W T H P E R Y E A R trends ▪ Alternative fuels ▪ Electrification E m p l o y e e s

15. Slide 15: Where we play

    Where we play Hydraulic & actuation Window seals Main cabin Galley system Engine seals Lavatory & water systems Aerodynamic seals + Aftermarket Escape slides

16. Slide 16: Healthcare & Medical

    & Medical

17. Slide 17: Strong tailwinds in multiple dimensions

    Selected example: Healthcare & Medical Strong tailwinds in multiple dimensions Market drivers & trends Aging demographics >8% Digital tech and automation GROWTH PER YEAR Integrated solutions

18. Slide 18: Where we play

    Where we play BioPharma Drug election Support surfaces Medical device components Integrated solutions

19. Slide 19: Energy

    TRELLEBORG

20. Slide 20: Rising demand for Liquid Natural Gas

    Selected example: Energy Rising demand for Liquid Natural Gas Advantages -45% -35% CO2 vs. coal CO2 vs. oil +90% by 2040 -90% Nox vs. heavy 0 Sulphur fuel emissions

21. Slide 21: Where we play

    Where we play Cryogenic liquid Emergency release SafePilot navigation Docking & mooring transfer hoses systems platform solutions

22. Slide 22: Electrification & Automation

    Rlectritic ation & ation

23. Slide 23: A massive change in processes, supply chains and mobility

    Selected example: Electrification & Automation A massive change in processes, supply chains and mobility Market drivers & trends Digitalisation +20% Growth per year Robotics Electrification

24. Slide 24: Where we play

    Where we play TRELLEBORG re

25. Slide 25: Continued focus on Asia

    Continued focus on Asia >10% 2010-2022 Sales CAGR

26. Slide 26: Game changer in North America

    Game changer in North America 2022

27. Slide 27: Top position

    a ©. | HALLBARA a BOLAG @] f *T0B on for many years Sustaina "in our ind Ne / Ss WG TRELLEBORG

28. Slide 28: Improved sustainability profile for continuing operations

    Improved sustainability profile for continuing operations Reduction Reduction Increase to ~60% ~60% ~45% CO2 emissions Energy consumption Renewable and fossil free electricity share Proforma 2022, after divestment of Trelleborg Wheel Systems and Printing Solutions

29. Slide 29: High profile, profitable growth

    M h profile profitable Se ‘erowt VU TRELLEBORG

30. Slide 30: First quarter 2023

    First quarter 2023 TRELLEBORG WG TRELLEBORG

31. Slide 31: First quarter 2023

    First quarter 2023 8 711 1 411 549 (7 095 Q1 2022) (1 230 Q1 2022) (328 Q1 2022) Net sales, MSEK EBIT, MSEK Operating cash flow, MSEK Note: Continuing operations, excluding items affecting comparability

32. Slide 32: Peter Nilsson, President & CEO

    Peter Nilsson, President & CEO

Trelleborg — Shareholder Meeting (2023) on 6ix