Lenovo Group Limited · HKEX:992

Lenovo — Investor Presentation (August 2026)

134 slides from Lenovo's investor presentation, August 2026

Slide 2: A vision and strategy for smarter technology for all Lenovo history and today
1 A vision and strategy for 1 smarter technology for all 2 2 Lenovo history and today 3 Committed to research 3 and development 4 4 Smarter AI for all 5 5 Our business at a glance 6 6 Environmental, social and governance 7 7 Awards 2
Slide 4: Committed to delivering technology that improves human outcomes
“We’re committed to delivering technology that improves human outcomes. We’re not developing tech for tech’s sake; we are purposeful in delivering human-centered innovation.” 4
Slide 5: Capturing new opportunities with our 3S strategy
Capturing new opportunities with our 3S strategy Smart IoT Smart infrastructure Smart verticals 5
Slide 6: Capture the hybrid AI opportunities
Capture the hybrid AI opportunities Investment in innovation Full-stack portfolio Resilient operations Ecosystem partnerships 6
Slide 7: Global sourcing Local delivery
Global sourcing Local delivery Access to advantageous resources Agile and flexible to serve customers’ needs supply chain | manufacturing | marketing | services 7
Slide 9: Five decades of journey
Five decades of journey 1984-1993 1994-2003 2004-2013 2014-2023 2024-now Entrepreneurship Own PC brand Globalization Diversification AI decade ▪ 11 entrepreneurs ▪ Launched own PC ▪ Acquired IBM PCD ▪ Acquired Motorola ▪ Shared vision of ▪ CNY 200,000 brand in 2005 Mobility and IBM Smarter AI for al
Slide 10: Markets, people, R&D locations, manufacturing sites
180 Markets 73.5K People 21 R&D locations 30+ Manufacturing sites worldwide 10
Slide 11: Lenovo as a global company
Lenovo as a global company Global business Global corporation and footprint Global leadership Global governance Global citizenship • Environmental: • Fortune Global 500 (#153) • Serving customers in 180 • With great pride in its • Lenovo’s Board of Directors In 2023, Lenovo was in the first company
Slide 12: US$2B investment in New Riyadh
US$2B New Riyadh New Regional HQ, Investment Manufacturing facility flagship retail space to produce millions of and R&D facilities PCs and servers
Slide 13: Official technology partner of FIFA World Cup
Intrédtciha ‘the newest fone in the - FIFA World Cup; Lenovo. — Lenovo is proud to be the official global technology part partner of the FIFA World Cup 26™ and FIFA Women’s World Cup 2027"
Slide 14: Real customer outcomes – powered by Lenovo
Customer Success Stories Real customer outcomes – powered by Lenovo Médecins Sans Formula 1® Frontières Telefonica 321 Coffee Versiti Doctors without Borders The winning formula Smarter solutions on the Telco enters next stage of Helping people with Empowering people to save frontlines evolution at
Slide 16: Chairman and CEO statement
d a Following Lenovo's best year in history, we have now delivered our strongest quarter ever - with growth accelerating, profitability further improving, and Al emerging as a clear growth engine across every business group. Building on our leadership in PCs and Smart Devices, we are proud of our ra
Slide 17: Best quarter in Lenovo's history
Best quarter in Lenovo’s history Record revenue Record adjusted net income Record AI momentum Strategic foresight | Operational excellence | Relentless innovation
Slide 18: Group results
AI related revenue Group Revenue $9.3 billion Record performance, $26.9 billion +60% YoY, 35% of group total historic breakthroughs Record high, +43% YoY Main businesses （IDG ISG SSG） Adjusted net income* All record FQ1 revenue, all strong double- digit YoY growth $1,075 million Record high, +176% Y
Slide 19: 3 Historic Breakthroughs
3 Historic Breakthroughs ISG becoming Elevating from Turning Supply constraints global AI/Infrastructure leader PC leader to AI leader into competitive advantages growth & profit engine 4
Slide 20: Outlook
Outlook Executing Hybrid AI strategy Accelerating Hybrid AI strategy execution, driving AI democratization fully prepared to seize opportunities of AI democratization • Personal AI – One Personal AI, Multiple devices • Qira & Tianxi orchestrating across devices & ecosystems • Enterprise AI – Unleash
Slide 22: Global footprint
Global footprint Lenovo’s global footprint spanning more than 20 research and development locations and a global supply chain that includes more than 30 manufacturing sites across 11 markets Bucharest Stuttgart China (Chongqing, Dongguan, Hefei, Kunshan, Heyuan, Huizhou, Nanchang, Shenzhen, Tianjin,
Slide 23: Multi-sourcing, risk management, security enhancement
Multi- Risk Security sourcing management enhancement ▪ Local manufacturing delivers a ▪ 30+ manufacturing sites across ▪ Ranked amongst the leading definitive advantage eleven markets – ensuring companies in Gartner’s High Lenovo’s supply chain remains Tech Supply Chain and Global ▪ Shorter local su
Slide 24: Global supply chain profile
Global supply chain profile 180 1B+ 30+ #5 Markets Global Global Gartner 2026 customers manufacturing Supply Chain sites Top 25 >$160M 130M+ Digital Shipments transformation investment 10M+ 2000+ Order lines Suppliers per year 24
Slide 25: Our supply chain vision
Our supply chain vision: Be the most sustainable and intelligent growth engine by delivering smart products and services globally Intelligent growth engine Resilience Customer- centric agility Operational excellence 25
Slide 26: Our supply chain vision for the future
Our supply chain vision for the future Advanced Artificial Blockchain Autonomous analytics intelligence things Accuracy Smart decision Reliability Improved improvement making and integrity customization Internet of Robotic Process Immersive Digital Things automation experience twin Higher Error Impr
Slide 27: Lenovo Global Supply Chain
Lenovo Global Supply Chain Lenovo ranks 5th in the Gartner® Supply Chain Top 25 for 2026 report
Slide 28: Global Lighthouse Network
Global Lighthouse Network Lenovo’s Hefei factory, LCFC, and Lenovo Monterrey factory have both been recognized as one of the sites in the World Economic Forum’s Global Lighthouse Network, chosen for their leadership and integration of Fourth Industrial Revolution technologies (4IR). Some facts about
Slide 30: Highlights of Lenovo's innovation history
Highlights of Lenovo’s innovation history Defined a Led the Led the Defined a Defined a Led the Invented category industry industry category category industry 1984 2012 2012 2018 2019 2020 2021 The first Chinese Yoga Ultrabook with 360- First warm Motorola introduced the Moto razr disrupted the Thin
Slide 31: AI revolution and customer needs for AI solutions
AI revolution and customer needs for AI solutions AI is working everywhere and impacting the way we live and work. With the public AI bringing a great leap in technology, there are also some limitations. Customers need the AI solutions that best fit their needs in terms of… Effectiveness Efficiency
Slide 32: Hybrid AI the ultimate path to AI democratization
Public AI Hybrid AI the ultimate path to AI democratization Enterprise AI At Lenovo, we believe the future AI involves the co-existence of personal AI and enterprise AI with public AI, for all three to supplement and enhance each other Personal AI 32
Slide 33: Personal AI
Personal AI Operating on personal smart devices locally Personal data & knowledge base Natural interactions Local inferencing No sharing without user’s authorization 33
Slide 34: Our vision in Personal AI
Our vision in Personal AI In Personal AI, our vision is “One Personal AI, Multiple devices”, and ultimately building Personal AI Twin • “One Personal AI” refers to an AI Super Agent. Its ultimate goal is to “think as you would think, act as you would act”, and eventually become your Personal AI Twin
Slide 35: Our strategic path towards Personal AI
Our strategic path towards Personal AI Our strategic path towards Personal AI starts from AI PCs to agent native devices of new form factors, while enriching the super agent ecosystem to drive user engagement. This journey will also witness the shift from a device-centric to a user-centric approach
Slide 36: Enterprise AI
Enterprise AI Running on multiple terminals and infrastructure within an enterprise Enterprise data and knowledge Training and inferencing Protecting information security Integrated with enterprise systems & support operations and decisions 36
Slide 37: Our vision in Enterprise AI
Our vision in Enterprise AI In Enterprise AI, our vision is to fully unleash the value of data to build Enterprise AI Twin for our customers • When enterprise data and knowledge are powered by algorithms and applied across real business scenarios, enterprise domain agents that deliver deep insights
Slide 38: AI Super Agent
AI Super Agent Lenovo’s crucial breakthrough in Hybrid AI Perception Cognition Autonomy & interactions & decisions & evolution • Proactive planning • Long-term memory across • All-device access devices, edge and cloud • Autonomous invocation • Natural interactions of tools • Inferencing and reflecti
Slide 39: AI Super Agent
AI Super Agent Technology backbones for an agent-native future Intelligent Model Agent Multi-agent Orchestration Core Collaboration 39
Slide 40: Lenovo Hybrid AI Advantage
Lenovo Hybrid AI Advantage AI Library AI Factory AI AI Models & Agent Platforms Services Data & Knowledge Hybrid Infrastructure 40
Slide 41: Our strategic path towards Enterprise AI
Our strategic path towards Enterprise AI Enterprise AI Agent with strong use cases We will begin with infrastructure to help customers capture, store, manage and integrate their data through hybrid compute. Then, we move upwards, to become a Infrastructure as a meaningful player in enterprise AI age
Slide 42: AI revolution and customer needs for AI solutions
AI revolution and customer needs for AI solutions AI is working everywhere and impacting the way we live and work. With the public AI bringing a great leap in technology, there are also some limitations. Customers need the AI solutions that best fit their needs in terms of… Effectiveness Efficiency
Slide 43: This is not an integrators' game but an innovators' race
This is not an integrators’ game but an innovators’ race” Yuanqing Yang Lenovo Chairman and CEO 43
Slide 45: Lenovo brings the new era of AI-powered connection
Lenovo brings the new era of AI-powered connection, creativity, and productivity to everyone. Our end-to-end portfolio delivers powerful, flexible, and responsible AI solutions to transform industries and empower individuals. We create a future of smarter AI for all. 45
Slide 46: Lenovo's AI vision: Smarter AI for all
Lenovo’s AI vision Smarter AI for all Bring AI to every Make AI accessible, fair household and industry and inclusive for everyone 46
Slide 47: Build full-stack AI capability
Build full-stack AI capability Smart Devices Smart Infrastructure Smart Solutions Lenovo is unleashing the power of AI and bringing it to every household and every industry – with AI-enabled, AI-ready, and AI-optimized devices, infrastructure, solutions and services that help build a smarter and mor
Slide 48: An end-to-end pocket to cloud portfolio
An end-to-end pocket to cloud portfolio Smart Devices Smart Infrastructure Smart Solutions • Understand you • Simplifies the AI experience • Delivers the AI computing • Expands your abilities • Improves the employee experience experience anywhere • Proactively serves you • Brings expertise and exper
Slide 49: Lenovo's commitment to Responsible AI development
Lenovo’s commitment to Responsible AI development Will not harm people Protect Establish and or put them or their people’s privacy maintain governance rights at risk • Joined Cercle InterL’s • Committed to UNESCO’s • Responsible AI Committee commitment to Commitment for Responsible AI established re
Slide 50: Responsible and ethical AI
Responsible and ethical AI Ensuring the ethical, sustainable, inclusive and secure use of AI via the Responsible AI Council Privacy Accountability Inclusion and security and reliability Environmental Explainability Transparency and social impact 50
Slide 51: Smarter AI for all
Smarter AI for all AI & Sustainability Inclusive AI Ethical AI Exploring use of AI as Empowering Establishing a governance a tool to help measure underrepresented populations framework for AI solutions sustainability with tools to aid translation, and collaborating with representation and access cre
Slide 52: Collaborating with governments and industry to commit to responsible AI
Collaborating with governments and industry to commit to responsible AI Joined EU AI Pact for responsible innovation Signed UNESCO’s commitment for responsible AI Signed the Government of Canada’s Voluntary Code of Conduct on the Responsible Development and Management of Advance Generative AI System
Slide 53: Smarter AI, Powered by Humanity
Smarter AI, Powered by Humanity Translating Preserving Connecting AI for Gen Z TRAdA solution AI Smart across barriers ability for people NGOs for impact mental wellbeing for heart Agriculture with ALS & connection arrhythmia Solution In 2023, Lenovo Lenovo partnered with Lenovo created the AI Lenov
Slide 55: Lenovo executive committee
Lenovo executive committee Ashley Gorakhpurwalla Che Min (Jammi) Tu Dave Carroll Yuanqing Yang Arthur Hu EVP, President of ISG SVP, Group Operations SVP, Chief Legal Officer Chairman and CEO SVP, Chief Information Officer (Infrastructure Solutions Group) Officer Doug Fisher Gina Qiao Ken Wong SVP, C
Slide 56: Business aligned to 3S strategy
Business aligned to 3S strategy Intelligence Edge-Cloud-Network Client SSG ISG IDG Solutions & Services Group Infrastructure Solutions Group Intelligent Devices Group Core Smart verticals Smart Smart & solutions infrastructure IoT and invest Transform LCIG Lenovo Capital & Incubator Group 56
Slide 57: Aligned to seize 3S strategy
Aligned to seize 3S strategy YUANQING Chairman and Chief Executive Officer YANGYUANQING YANG SSG ISG IDG Solutions Infrastructure Intelligent KEN & Services ASHLEY Solutions LUCA Devices WONG Group GORAKHPURWALLA Group ROSSI Group Smart verticals and services Smart infrastructure Smart IOT LIU MATT
Slide 59: SSG Mission
SSG Mission Bring our customers’ visions to life with AI-driven enterprise solutions
Slide 60: What SSG Delivers
What SSG Delivers We bring our customers’ vision to life by delivering smarter AI-driven solutions Solutions that drive Partnerships with Technology that better outcomes transformative power flexes for the future Innovative solutions that 37 years of trusted partnerships Sustainable solutions built
Slide 61: SSG results
SSG • Revenue $2.9 billion, +28% YoY AI solutions gaining momentum • Operating margin 24.2%，+2pts YoY • Non-hardware-tied solutions and services revenue mix 62%, record high • Empowered FIFA World Cup ’26 as strong case of AI democratization • Zero-fault execution of AI solutions (FIFA AI Pro, Refer
Slide 62: What We Do
What We Do Bring Customers’ Vision to Life by Delivering Smarter Solutions Digital Implementation AI Hybrid Sustainability Workplace and Support Solutions Cloud Solutions Solutions Solutions Services Drive more value from Maximize Leverage AI for a hyper- Meet sustainability The broadest, smartest y
Slide 63: Lenovo Solutions and Services
Lenovo Solutions and Services Solutions AI Hybrid Cloud Digital Workplace Sustainability Security AI Fast Start Infrastructure as a Service Device Lifecycle Management (DaaS) CO2 Offset Services Strategy & Risk Management Data & Tech Foundation High Performance Computing Persona-based Employee Exper
Slide 64: Lenovo AI Services: For every stage of the AI journey
Lenovo AI Services: For every stage of the AI journey AI Readiness Methodology Security I People I Technology I Processes Proven Responsible AI Framework 01 02 03 04 05 AI AI AI AI AI Deploy & Discover Advisory Fast Start Managed Scale Identify the ways AI creates Define outcomes, plan and Design an
Slide 65: Lenovo Hybrid AI Advantage is our Differentiator in Enterprise AI
Lenovo Hybrid AI Advantage is our Differentiator in Enterprise AI Lenovo AI Library Customizable personal and enterprise AI agents & use cases Lenovo Hybrid AI Factory Lenovo AI Services Model Factory & Agent Platform Data & Knowledge Hybrid Infrastructure & Devices
Slide 66: Helping customers improve productivity with Agentic AI
Helping customers improve productivity with Agentic AI Our new agentic AI platform and customization services enable organizations to deploy Lenovo AI Library use cases or build new AI agents with speed, ease and expertise. Customize, adopt, and Rapidly deliver agentic Tailor agents for specific man
Slide 67: Lenovo AI Library
Lenovo Al Library
Slide 68: Some SSG AI-powered offerings
Some SSG AI-powered offerings Lenovo Intelligent Cyber resiliency DWS Care of AI Services Sustainability as a service One Platform Solutions Advisor Comprehensive services Microsoft’s AI-enabled A first-of-its-kind AI- LISSA – an AI-powered that fast-track AI– from security stack amplified powered s
Slide 69: Lenovo Powers Lenovo
Lenovo Powers Lenovo: Our digital transformation journey and AI leadership Building on the four pillars of AI-readiness –Security, People, Technology, and Processes– we are enhancing every aspect of our operations: from manufacturing and knowledge work to customer services and sustainability. 90% 60
Slide 70: Real customer outcomes – powered by SSG
Customer Success Stories Real customer outcomes – powered by SSG Coventry Bristol Myers Al Hathboor ST Logistics Bridge AI University Squibb Bikal.ai Group Optimizing warehouse Using AI to raise the bar in Shaping more sustainable IT Equipping staff for success Democratizing access to operations wit
Slide 72: Create world-class infrastructure solutions
Create world-class infrastructure solutions while delivering exceptional value to our customers and partners 72
Slide 73: ISG results
ISG Investment paying off, • Revenue $8.5 billion, +98% YoY, record high sustained profitable growth • Operating profit $777 million, operating margin 9.1%, both record high • Dual CSP & ESMB strategy drove exceptional growth: • CSP: revenue +98% YoY • ESMB: revenue +98% YoY • Strong momentum in tra
Slide 74: ISG. One Portfolio. Every Workload.
ISG. One Portfolio. Every Workload. Lenovo delivers the broadest and most reliable infrastructure portfolio in the industry, engineered to handle everything from AI at the edge to super compute. Edge Core Cloud AI Infrastructure HPC Local AI, real Enterprise IT, Hybrid, HCI, Model training, Scientif
Slide 75: Our Complete Hybrid Enterprise AI Portfolio
Our Complete Hybrid Enterprise AI Portfolio Enabling Lenovo’s vision of Smarter AI for All AI Services AI PCs & AI Infrastructure AI Innovators & & Solutions Workstations & Software Partner Ecosystem 80+ #1 #1 #1 in server Lenovo Neptune® AI-ready business PC, in infrastructure security 6 years 6th
Slide 76: Lenovo is #1 in server reliability
Lenovo is #1 in server reliability – 12 years running Lenovo Oracle x86 HPE ProLiant Dell PowerEdge Fujitsu Primergy ThinkSystem Unplanned downtime > 4 Hours 4% 4% 4% < 1% 5% Downtime 8% 8% 8% 8% 13% 13% 13% 13% 15% 15% 15% 15% 2022 2023 2024 2025 Lenovo ThinkSystem servers consistently achieved the
Slide 77: World records in workload performance
Current as of June 2026 We’ve 741 achieved World records in workload >2X performance as many current #1 world 408 333 World records World records records as set by servers with Intel® set by servers running any other Xeon® Scalable 2nd 3rd 4th and 5th Gen Processors AMD EPYC server vendor 2026 Lenov
Slide 79: Green 500 Top Lenovo Systems
Green 500* Top 10 Lenovo Systems #5 #8 #9 Capella @ TU Dresden (SD650 V3) Henri @ Flatiron Institute HorekaTeal @ KIT (SR670 V2) (SD665 V3) * Based on the November 2024 Green500 List of the most power-efficient supercomputers in the world 79
Slide 80: Real customer outcomes – powered by ISG
Customer Success Stories Real customer outcomes – powered by ISG Carolina Seeweb Truis Geely Auto AISHA Hurricanes Accelerating game-changing Making AI more accessible Creating the retail store of Driving green innovation Enhancing patient care with performance analytics to European businesses tomor
Slide 82: Our vision and strategic intent
Our vision: To lead and enable Smarter Technology for All through industry-leading, customer-centric innovation in intelligent devices, software, and solutions. Our strategic intent: • Prioritize AI PC/device leadership, invest in resilient businesses, grow premium and adjacencies, and balance scale
Slide 83: IDG results
IDG New heights despite headwinds • Revenue $17.1 billion, +27% YoY • Operating margin 7.1% • PCSD: revenue +30% YoY • PC: industry-leading profitability; market share 24.2%, 5.3pts over #2 player • Tablet: revenue +83% YoY, record FQ1 • Smartphone: revenue +15% YoY, record FQ1 5 Source: Internal, I
Slide 84: Intelligent Devices Group portfolio
Intelligent Devices Group portfolio Smart devices ThinkPad Yoga ThinkBook Legion LOQ ThinkStation ThinkCentre X AIO PCs, tablets, smartphones and more Chomebook Tablets IdeaPad motorola razr moto accessories motorola razr ThinkVision Accessories fold IoT OEM Custom BIOS & Imaging in Smart Pricing Mo
Slide 85: Achievements and recognitions
Achievements and recognitions #2 #3 #1 #1 PC global market share Dominant position in LA Protected position in NA Strong market position Growing major OEM in EMEA & AP across regions in mobile ThinkBook Modular AI PC Concept Legion Go Fold Concept 212 Awards at CES 2026 including Best of CES for Leg
Slide 86: What is an AI PC?
Personal intelligent agent using natural interaction and personalized LLM Personalized knowledge base What is Heterogeneous computing an AI PC? with CPU/GPU/NPU Open ecosystem of AI applications Privacy and security protection 86
Slide 87: What can a Lenovo AI PC/device do for you?
What can a Personalized Lenovo AI Productive PC/device do for you? Protected 87
Slide 88: The widest portfolio
The widest portfolio One of the world’s most comprehensive portfolios of AI-ready devices, AI-enabled solutions, and AI-optimized experiences.
Slide 89: Real customer outcomes – powered by IDG
Customer Success Stories Real customer outcomes – powered by IDG Future Phinma Dallas Cowboys Open BCI Escola Bosque Publishing Education Cowboys in the Digital Controlling computers just Relieving the pressure on IT PHINMA Education Supporting smarter teaching Saddle by thinking with Lenovo and box
Slide 91: Lenovo Capital & Incubator Group
Lenovo Capital & Incubator Group Corporate venture capital arm of Lenovo group, global technology industry fund Leverage the power of capital and entrepreneur, seek for high growth, high potential industry opportunities for the future of Lenovo Investment Incubation Lenovo ecosystem Financial return
Slide 92: Lenovo's three-level innovation system
Lenovo’s three-level innovation system Lenovo business Lenovo research Lenovo Capital & groups Incubator Group Focus on product Continue forward-looking Eye the development trend of development and innovation research in the next 3-5 years, technology industry in the next in the next 1-2 years and a
Slide 93: Industry transformation opportunities from smart internet integration
Industry transformation opportunities from deep integration of smart internet and industries Cloud Core technologies Edge Big data computing Smart IoT AI vertical Smart Smart Smart Smart Smart Smart Smart vertical transportation industry home healthcare education city 93
Slide 94: Adhere to the CVC positioning
Adhere to the CVC positioning, committed to investing in future core technologies Promote mutual empowerment Strive for the Support next "$1 billion" between LCIG Hybrid AI portfolio - Financial return - Investment gain form strategy companies single project - Ecosystem collaboration and Lenovo 94
Slide 96: Key pillars for a strong ESG structure
Key pillars for a strong ESG structure Environmental Social Impact Governance & Leadership Controls Investment and support from top management 96
Slide 97: Lenovo ESG key stakeholders
Key stakeholders Employees Investors Customers Industry Supply associations chain Lenovo ESG Advocacy Regulators groups / Legislators Local Board of communities Directors 97
Slide 98: Lenovo's Sustainability Approach
Lenovo’s Sustainability Approach Grounded in 20 years of global, enterprise-wide programs and measurement Company Value Chain Products, services Intelligent Transformation & Responsible Ecosystem & and solutions Smarter Technology for All Smarter Circular Approach Smarter Climate Actions • Platinum
Slide 99: Lenovo's Sustainability Journey
Lenovo’s Sustainability Journey 2007-2009 2010-2015 2018 2020 2021 2023 2026 Lenovo’s first Lenovo’s first Lenovo Lenovo’s ESG Lenovo 360 Lenovo’s net- 1st Gen KPIs ESG report climate goals Foundation Executive Circle launch zero targets completed creation Oversight validated by the Committee SBTi (
Slide 100: View all aspirations here
View all aspirations here 100
Slide 101: Social Impact Initiatives
Social Impact Initiatives Global Inclusion Commitments & Awards 25% women executives C A Continued programs Communicate Act in Allyship to retain and grow diverse across Differences internal talent 36% women in R E Expanded disability Recognize Bias Ensure inclusion and inclusive workforce Psycholog
Slide 102: Recognition and Achievements
Recognition and Achievements Hang Seng Corporate Sustainability Index 2025 Rating: AA+ Reporting Standards and Frameworks
Slide 104: Committed to Net-Zero
Committed to Net-Zero We’re committed to achieving net-zero by 2050, with targets validated by the Science Based Targets initiative’s Net-Zero Standard. 2026 Lenovo. All rights reserved. 104
Slide 105: Lenovo's Path to Net-Zero
Lenovo’s Path to Net-Zero 2030 Emission 2050 Net-Zero Targets Reduction Targets Reduce absolute Scope 1 + Scope 2 By 2050 GHG emissions (related to Lenovo’s operations) by 50% Reduce all GHG emissions by • Early adopter of science- based targets 90% - absolute reduction of Reduce Scope 3 GHG emissio
Slide 106: Products, Services & Solutions for a Smarter Future
Products, Services & Solutions for a Smarter Future Click on the product / service / solution box for details Asset Lenovo Bulk Conscious GPU as Recovery Certified Packaging Smartphone a Service Services Refurbished Services Design TruScale Neptune CO2 Offset ThinkPad DaaS for LISSA Liquid Cooling S
Slide 108: Smarter believes inclusion drives innovation
Smarter believes inclusion drives innovation 108
Slide 109: Global Inclusion board
Global Inclusion board Vision Committed to leading Intelligent Transformation by inspiring inclusion in Lenovo's global workforce to build a smarter future where everyone thrives. 109
Slide 110: Enabling a positive and people-centered digital future
We believe that enabling a positive and It consists of a set of high-level, aspirational principles, which can be summarized as people-centered digital future requires delivering a digital future that constructive collaboration between stakeholders. Governments, industry Extends consumer trust for t
Slide 111: Committed to accessibility
Committed to accessibility The global movement putting disability on the business leadership agenda. We need 500 national and multinational, private sector corporations to be the catalyst for change and help unlock the social and economic value of people living with disabilities across the world. Af
Slide 112: Inclusive Product Design Office
Inclusive Product Design Office Lenovo’s Inclusive Product Design Office seeks to integrate inclusion and feedback from diverse consumer segments early on in product development, leading to smarter technology that is truly for all. 75% of Lenovo products are now vetted by inclusive design experts to
Slide 113: Powered by Humanity: Lenovo's Corporate Citizenship Approach
A collage of hands washing AI-generated content may be incorrect. Powered by Humanity: Lenovo’s Corporate Citizenship Approach • Listen first to include, connect, and empower communities • Sustainable progress comes from collaboration across communities, employees, and experts • Together, we can ben
Slide 114: Lenovo Philanthropy Board
Lenovo Philanthropy Board Calvin Crosslin Felix Chu Charlotte West Hwang Jann Lee José Soares President Treasurer Director Director Director 114
Slide 115: Global community impact
Global community impact North America • NAF • Boys & Girls Clubs of America • American Red Cross Latin America • Educando • United Way • Laboratoria Europe, Middle East & Africa • Camara Education • African Story Book • Tech To The Rescue China • China Foundation for Poverty Alleviation • China Deve
Slide 117: Transparent global business
Transparent global business 73.5K employees around the world Ranked #153 180markets of business 117
Slide 118: Great companies operate with great integrity
Great companies operate with great integrity. That is my expectation – and that is how we will keep growing, winning, and achieving our bold aspirations for many years to come.” Yuanqing Yang Lenovo Chairman and CEO 118
Slide 119: Acting with integrity
Acting with integrity Follow the law, our code and our policies Courage We behave honestly, by obeying the law, our policies We report any situation or action that we believe and our Code of Conduct, and by always doing the violates the law, our policies or our Code of Conduct. right thing. We do no
Slide 120: Secure and trusted technology for all
Secure and trusted technology for all 120
Slide 121: Global Security Organization
Global Security Organization CSO Reports Directly to CEO Aligns all security efforts Foundation for all security work Pillars support data privacy and security 121
Slide 122: The Lenovo Privacy Program
The Lenovo Privacy Program Meaningful privacy requires strong security Compliance reviews Contract safeguards Privacy statements Lenovo’s Privacy Program ensures Lenovo assesses providers’ privacy Lenovo ensures customers can compliance with regulations across and security posture during the make in
Slide 123: Infrastructure Security
Infrastructure Security Safeguarding customer data Identify Identification of critical assets and threats Protect and Detect Layers of advanced protection and detection on our networks and endpoints Respond and Recover Proactive incident response processes to assure cyber resiliency 123
Slide 124: Products and Services Security
Products and Services Security Security by design, driving security from product development through end of lifecycle Lenovo Security Manufacturing and Product Security Development Lifecycle Supply Chain Security Incident Response Team End-to-end practices for creating Secure ecosystem for building
Slide 125: Global Supply Chain Security
Global Supply Chain Security #3 High Tech Supply Chain #1 Asia/Pacific Supply Chain Top 10 #5 Global Supply Chain Trusted Supplier 30+ Manufacturing sites Program Supply Chain Assurance Secure Facilities & shipping Research center Manufacturing site Company location
Slide 126: Physical Security
Physical Security Physical protection across Lenovo Security Security focus areas enhanced logistics Supply chain and facility Tamper-evident materials to risk assessments package products Physical security standards, Certified operations and access controls logistics partners Security controls and
Slide 127: Building an extensive security ecosystem
Building an extensive security ecosystem Security partners, industry standards groups and ThinkShield solutions Security partners Industry standards groups 127
Slide 128: Lenovo ThinkShield
Lenovo ThinkShield Integrated layers of protection OS-to-cloud security Endpoint Asset Cloud Passwordless Browser Patch Endpoint security (XDR) management Backup authentication and email management management protection Moto Below the OS BIOS Firmware Remote Usage and firmware security management he
Slide 130: Global recognition and reporting
Global recognition and reporting Environmental Initiative Award Sustainable Innovation Award Sustainable Product Award Sustainable Service Award Platinum VAP Audits: Gold Award in Best Corporate Governance 4-Leaf Certification (Aus) 2024 Climate: A Monterrey, Indaiatuba, and ESG Reporting Award 3-Le
Slide 131: Lenovo
Lenovo
Slide 132: Lenovo
Lenovo
Slide 133: NKO DESIGN - BEST OF
19%) 27%7 NKO DESIGN - BEST OF 4OW | THINKBOOK Lenovo 2 i aN a j i mn i x : THI x ¢ r : 2 > PLA COOLEST GADGETS FROM| IFA2 one Al > ‘ F HOV OF IFA 2025 | THINKPAD P16 GEN 3 F IFA 2025 | THINKPAD X9 - GLACIER WHITE =
Slide 134: Smarter technology thanks.
Smarter technology thanks.

Lenovo Group — Investor Presentation (August 2026) on 6ix

Lenovo — Investor Presentation (August 2026)

Slide 1: The Lenovo Story

Slide 2: A vision and strategy for smarter technology for all Lenovo history and today

Slide 3: A vision and strategy for smarter technology for all

Slide 4: Committed to delivering technology that improves human outcomes

Slide 5: Capturing new opportunities with our 3S strategy

Slide 6: Capture the hybrid AI opportunities

Slide 7: Global sourcing Local delivery

Slide 8: Lenovo's history and today

Slide 9: Five decades of journey

Slide 10: Markets, people, R&D locations, manufacturing sites

Slide 11: Lenovo as a global company

Slide 12: US$2B investment in New Riyadh

Slide 13: Official technology partner of FIFA World Cup

Slide 14: Real customer outcomes – powered by Lenovo

Slide 15: Lenovo Group Q1 2026/27

Slide 16: Chairman and CEO statement

Slide 17: Best quarter in Lenovo's history

Slide 18: Group results

Slide 19: 3 Historic Breakthroughs

Slide 20: Outlook

Slide 21: Global Supply Chain and Manufacturing

Slide 22: Global footprint

Slide 23: Multi-sourcing, risk management, security enhancement

Slide 24: Global supply chain profile

Slide 25: Our supply chain vision

Slide 26: Our supply chain vision for the future

Slide 27: Lenovo Global Supply Chain

Slide 28: Global Lighthouse Network

Slide 29: Committed to research and development

Slide 30: Highlights of Lenovo's innovation history

Slide 31: AI revolution and customer needs for AI solutions

Slide 32: Hybrid AI the ultimate path to AI democratization

Slide 33: Personal AI

Slide 34: Our vision in Personal AI

Slide 35: Our strategic path towards Personal AI

Slide 36: Enterprise AI

Slide 37: Our vision in Enterprise AI

Slide 38: AI Super Agent

Slide 39: AI Super Agent

Slide 40: Lenovo Hybrid AI Advantage

Slide 41: Our strategic path towards Enterprise AI

Slide 42: AI revolution and customer needs for AI solutions

Slide 43: This is not an integrators' game but an innovators' race

Slide 44: Smarter AI for all

Slide 45: Lenovo brings the new era of AI-powered connection

Slide 46: Lenovo's AI vision: Smarter AI for all

Slide 47: Build full-stack AI capability

Slide 48: An end-to-end pocket to cloud portfolio

Slide 49: Lenovo's commitment to Responsible AI development

Slide 50: Responsible and ethical AI

Slide 51: Smarter AI for all

Slide 52: Collaborating with governments and industry to commit to responsible AI

Slide 53: Smarter AI, Powered by Humanity

Slide 54: Our business at a glance

Slide 55: Lenovo executive committee

Slide 56: Business aligned to 3S strategy

Slide 57: Aligned to seize 3S strategy

Slide 58: Solutions & Services Group

Slide 59: SSG Mission

Slide 60: What SSG Delivers

Slide 61: SSG results

Slide 62: What We Do

Slide 63: Lenovo Solutions and Services

Slide 64: Lenovo AI Services: For every stage of the AI journey

Slide 65: Lenovo Hybrid AI Advantage is our Differentiator in Enterprise AI

Slide 66: Helping customers improve productivity with Agentic AI

Slide 67: Lenovo AI Library

Slide 68: Some SSG AI-powered offerings

Slide 69: Lenovo Powers Lenovo

Slide 70: Real customer outcomes – powered by SSG

Slide 71: Infrastructure Solutions Group

Slide 72: Create world-class infrastructure solutions

Slide 73: ISG results

Slide 74: ISG. One Portfolio. Every Workload.

Slide 75: Our Complete Hybrid Enterprise AI Portfolio

Slide 76: Lenovo is #1 in server reliability

Slide 77: World records in workload performance

Slide 78: Lenovo is an AI-ready Infrastructure Solutions Leader

Slide 79: Green 500 Top Lenovo Systems