Renault Sa · EURONEXT:RNO
Renault Sa — Debt Investor Presentation (March 2023)
29 slides from Renault Sa's debt investor presentation, March 2023
Slide 1: Sustainable Bond Framework Presentation
Sustainable Bond Framework Presentation March 2023 1
Slide 2: Agenda
Agenda Introduction Sustainability at Renault Group Sustainable Bond Framework 2
Slide 3: Renault Group's speakers
Renault Group’s speakers Philippine de Schonen Cléa Martinet Patrick Claude VP Investor Relations VP Sustainability VP Finance 3
Slide 4: Introduction
1 Introduction 4
Slide 5: Renault Group key figures
Renault Group key figures 34 plants 4 brands for > 2 million vehicles sold 3 innovation labs 6 technical centers RENAULT DACIA ALPINE MOBILIZE 106,000 employees 2022 results: profitable growth & cash generation € 46.4 Revenue bn 5.6 % Operating margin € 2.1 bn Free cash flow (1) +€549m Net cash posi
Slide 6: Renaulution: a 3-step plan
Renaulution: a 3-step plan 2021 2022 2023 2024 2025 2030 2 ? 2 2 2 Sy, - RESURRECTION: }—_o-— Gy Achieved ahead of schedule HE =7 | cecomscompettiooncoagsin, a, RENOVATION: Already secured 4 Renew and enrich our line-ups, feeding brand's profitability. ry REVOLUTION: Time to accelerate Redirect our
Slide 7: Building a Next Gen automotive company
Building a Next Gen automotive company 5 clear P&Ls to foster accountability, transparency & performance both internally and externally The Future Power Alpine Mobilize Is NEUTRAL PC ICE EV & & hybrid Software LCV Envisaged IPO at the earliest in H2 2023 * A no brainer to reinvent combustion: ICE &
Slide 8: Sustainability at Renault Group
2 Sustainability at Renault Group 8
Slide 9: A dedicated governance for ESG
A dedicated governance for ESG * *Group Capital Allocation Committee 9
Slide 10: Our ESG strategy ensures Renaulution's sustainable deployment
Our ESG strategy ensures Renaulution’s sustainable deployment CORPORATE “Our spirit of innovation takes mobility further to bring people closer “ PURPOSE CORPORATE STRATEGY Green company Tech company New businesses ESG VISION GREEN AS A BUSINESS CARING CARS CARING COMPANY ESG “Carmakers, care makers
Slide 11: Climate: 12 years of continuous progress in decarbonization
Climate: 12 years of continuous progress in decarbonization -25% commitment Carbon achieved neutrality 2010 2022 In t CO2 eq/vh. @150,000 km, Renault, Dacia, 38.3 Alpine, RKM 28.5 • E-TECH technology: • 700k EVs sold since 2010 Scope 3 downstream • 270k hybrid vehicles sold since 2019 “usage” Scopes
Slide 12: Leading the organization towards carbon neutrality
Leading the organization towards carbon neutrality CO2 emissions in tCO2 / vehicle (cradle-to-grave emissions) 1 RENAULT GROUP RENAULT GROUP EUROPE WORLDWIDE Up to Up to Up to CO2-NEUTRAL CO2-NEUTRAL -30% 2 -80% -35% 2040 2050 -35% -100% -65% on battery in Europe in Europe PRODUCTS PRODUCTS 2019 SUP
Slide 13: Extensive coverage of EV value chain to secure supply & competitiveness
Extensive coverage of EV value chain to secure supply & competitiveness OVER 80 GWH BATTERY NEEDS IN 2030 80% COVERAGE BY 2030 Battery Step of the eMotor Power value chain & Reducer Electronics Recycled Raw PCAM/ Cell & module Casing, BMS2, materials materials CAM1 Production Assembly Competitivenes
Slide 14: Circular economy solutions throughout the car's lifecycle
Circular economy solutions throughout the car’s lifecycle VALUE CHAIN COVERAGE TODAY ~ 50% 2030 > 90% SUPPLY PRODUCTION USAGE END-OF-LIFE CLOSED LOOP PRODUCTION PARTS VEHICLE LIFE VEHICLE BATTERY BATTERY MATERIALS SCRAP REMANUFAC- EXTENSION RECYCLING 2ND LIFE RECYCLING SOURCING RECYCLING TURING STEE
Slide 15: The Future Is NEUTRAL
The Future Is NEUTRAL The 1st 360° automotive circular economy entreprise that creates high value BATTERY RECYCLING PIONNEER GLOBAL LEADER RECOGNIZED FUTURE LEADER IN AUTOMOTIVE IN METAL PROCESS GLOBAL LEADER IN BATTERY CLOSED LOOPS SCRAP RECYCLING OF VEHICLE CLOSED LOOPS DISMANTLING The Future Is N
Slide 16: Focused businesses with embedded ESG targets
Focused businesses with embedded ESG targets Creating sustainable value chains Preparing for a carbon-neutral future Ensuring inclusiveness within the Group Caring Caring Caring for the climate for the resources for the people The Future Power Ampere Alpine Mobilize Is NEUTRAL • Affordable • 100% EV
Slide 17: ReKnow University: support the transition
ReKnow University: support the transition Academics 3 academies for future automotive skills • Electric mobility • Circular economy • Software, cybersecurity & data Industrials Partners • 15,000 upskilled & reskilled employees • 4,500 external > 10,000 people (students & external companies) trained
Slide 18: CareMakers: Caring company, caring cars
Caring company, caring cars Inclusive mobility Advanced safety • 50% jobseekers state they have refused training • Still 16,000 road fatalities In Europe every year or employment due to a lack of mobility solutions CareMakers • Created to propose various personal mobility solutions (new cars, used c
Slide 19: Sustainable bond framework
Sustainable bond framework 19
Slide 20: Renault Group sustainable bond framework
Renault Group sustainable bond framework Framework overview Aligned with most recent standards Project evaluation and Use of proceeds Following EU Taxonomy substantial selection process contribution criteria for Climate Change Mitigation on four Environmental Categories: 5 environmental Prospective
Slide 21: Green categories
Green categories Clean Circular Transportation Economy • Prevent the generation of waste and enhance the reuse and Eligibility • Zero tailpipe emissions vehicles recovery of materials for vehicles criteria • Charging points for BEVs • Waste management facilities and processes at Renault Group • Batt
Slide 22: Green categories
Green categories Sustainable Renewable Energy Water and Wastewater Energy Efficiency Management • Energy efficiency industrial equipment • Construction, development, acquisition, and processes at Renault Group sites • Water efficiency and improved water quality in Eligibility maintenance and operati
Slide 23: Social categories
Social categories Fair Transition Inclusive and Advanced Solidary Mobility Safety • Expenditures and investments in Eligibility workforce upskilling and reskilling • Expenditures and investments in • Expenditures and investments in criteria programs for Renault Group and more CareMakers mobility pro
Slide 24: Indicative portfolio
Indicative portfolio Indicative description of eligible portfolio Main investments Indicative shareof Green/ Social projectsin the eligibleportfolio Clean Transportation Social 10% Green 90% Other categories Indicative shareof proceedsusedfor refinancing Safety Circular Economy Refinancing Financing
Slide 25: Other pillars of the sustainable bond framework
Other pillars of the sustainable bond framework Process for project evaluation and selection Management of proceeds • Bi-annual Sustainable Finance Committee (SFC) ensuring • Full allocation within two years after the issuance eligibility of selected projects • Unallocated proceeds earmarked and man
Slide 26: Appendices
Appendices 26
Slide 27: The Future Is NEUTRAL poised to significantly grow in next 8 years
The Future Is NEUTRAL poised to significantly grow in next 8 years REALIZED IN 2021 STEEL PLASTICS PLATINOIDS BATTERY EOL & COPPER MATERIALS VEHICLES RECYCLED FROM RECYCLED FROM (PLATINIUM, (LITHIUM, COBALT, DISMANTLED PRODUCTION SCRAP END-OF-LIFE PALLADIUM, NICKEL) VEHICLES RHODIUM) RECYCLED FROM R
Slide 28: 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
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