Slide 1: Q3 2026 Pre-Close Call
Q3 2026 PRE-CLOSE CALL ANALYST / INVESTOR PRESENTATION Munich, 01/10/2026
Slide 2: Disclaimer
Q3 2026 Pre-Close Call 2 Investor Relations 01/10/2026 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
Q3 2026 Pre-Close Call 3 Investor Relations 01/10/2026 1. MARKET SITUATION & RECENT TRADING Market outlook (as published on 23 July 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: 0% – +1
Slide 4: 2. Recent Brand Developments
Q3 2026 Pre-Close Call 4 Investor Relations 01/10/2026 2. RECENT BRAND DEVELOPMENTS Scania MAN International VWTB ― Order intake and deliveries seasonally ― Order intake and deliveries seasonally ― Strong acceleration of production ― Move Brasil backlog continues to weaker July/August; clear order i
Slide 5: 3. Group Perspective
Q3 2026 Pre-Close Call 5 Investor Relations 01/10/2026 3. GROUP PERSPECTIVE 2026 Outlook as published on 23 July 2026 FY 2025 FY 2026 FY 2026 ― Seasonally softer Q3 at MAN and Scania; International’s YTD Actuals Outlook Outlook unit sales expected at or slightly above prior-year levels, Narrowed (si
Slide 6: IR Contact and Events
Q3 2026 Pre-Close Call 6 Investor Relations 01/10/2026 IR CONTACT AND EVENTS Contacts Events Ursula Querette Thomas Paschen Head of Investor Relations Investor Relations 12 Oct 2026 Q3 2026 Unit Sales Release +49 152 021 52 400 +49 170 907 34 94 ursula.querette@traton.com thomas.paschen@traton.com 2