Bayerische Motoren Werke Ag · XETR:BMW
Bayerische Motoren Werke — BMW Group — Investor Day (September 2026)
16 slides from Bayerische Motoren Werke's investor day presentation, Sep 29, 2026
Slide 1: Market Update Region Europe
MARKET UPDATE REGION EUROPE. BERNHARD KUHNT / TOBIAS FLENKER. SEPTEMBER 2026. AK-13, AK-22 BMW Group Capital Market Day 2026 | 29 & 30 September | Market Update Europe -1-
Slide 2: BMW Group Region Europe. Home of BMW.
BMW GROUP REGION EUROPE. HOME OF BMW. >3,800 Touchpoints 37 Countries Outlets BMW (~1,400) Outlets MINI (~900) Service Only (~1,500) 10 Subregions 14.7 M Car Park (20y) 7 Car Plants generating 12.6 M annual Aftersales Leads “From Europe, for Europe” >60% of BMW Group Region Europe from European Plan
Slide 3: BMW Group Sales per Region
BMW GROUP SALES PER REGION. Technology Openness as real asset in Biggest Region Europe: Drivetrain Breakdown per Region + Europe #3 20% 497k (+5.4%) #7 38% China Americas 262k 244k #3 13% Asia-Pacific, Eastern Europe, #3 28% Middle East & Africa 152k BMW Total Europe Americas Asia-Pacific, Eastern C
Slide 4: BMW with strong resilience in Europe
BMW WITH STRONG RESILIENCE IN EUROPE. IN THE LAST YEARS, EXTENDING MARKET SHARE AMIDST AN OVERALL STAGNATING MARKET AND SEGMENT. BMW in Europe with positive momentum TIV BMW Market Share coming out of transformative events. Total Industry Volume [in M units] 15 10 6.0% 5.3% 5.2% 4.4% 3.2% 5 ’00 ’01
Slide 5: Volume of Chinese OEMs remains concentrated in 5 brands
VOLUME OF CHINESE OEMS REMAINS CONCENTRATED IN 5 BRANDS AND ARE GROWING AT THE EXPENSE OF BASE SEGMENT BRANDS. Varying presence of Chinese OEMs across 5 brands responsible for ~80% Europe (Market Share HY1 ’26) of Chinese OEMs volume CN MS (%) Chinese OEMs are currently growing at the expense of Bas
Slide 6: Neue Klasse further strengthens BMW's ecosystem advantage
NEUE KLASSE FURTHER STRENGTHENS BMW'S ECOSYSTEM ADVANTAGE ACROSS THE ENTIRE CUSTOMER LIFECYCLE. Strategic Assets B2B as Strong Foundation with >50% Volume Share Capillary Dealer Network with Premium Care beyond the vehicle 14.7 M units Car Park (20y) with 7.9 M in active Service (54% Retention Rate)
Slide 7: BMW Group continuously reducing CO2 fleet emissions
BMW GROUP IS CONTINUOUSLY REDUCING CO2 FLEET EMISSIONS AND STAYS COMPLIANT WITHOUT POOLING. IN 2025, -2.9 GRAM BELOW EU TARGET. BMW Group 1 Mil BMW European traditional competitors By Q4 2026, we will have sold our 1 Millionth BMW BEV in Europe For competitors: cumulated BEV registrations; Source: I
Slide 8: Neue Klasse will profitably accelerate Region Europe's electrification
THE NEUE KLASSE WILL PROFITABLY ACCELERATE BMW REGION EUROPE’S ELECTRIFICATION. BMW iX3 WITH MORE THAN 100K INCOMING ORDERS. >100k u Inc. Orders* >30k u Deliveries NOW Order Bank well into Q2 ‘27 BMW iX3 Contribution Margin parity in key markets BMW Group Capital Market Day 2026 | 29 & 30 September
Slide 9: BMW i3 and iX4 available in 2026; Neue Klasse in all segments by 2027
BMW i3 AND iX4 ALREADY AVAILABLE IN 2026. BY END OF 2027, WE WILL HAVE NEUE KLASSE TECHNOLOGY IN ALL SEGMENTS. >100k u Inc. Orders* NOW >30k u Deliveries BMW iX3 Order Bank well into Q2 ‘27 by 2026: by 2027: BMW i3 All segments NEXT with Neue Klasse Technology BMW Group Capital Market Day 2026 | 29
Slide 10: Accelerating innovation and product momentum with new model launches
ACCELERATING INNOVATION AND PRODUCT MOMENTUM WITH NEW MODEL LAUNCHES IN ALL SEGMENTS AND POWERTRAINS. Illustrative only 2025 2026 2027 BMW Group Capital Market Day 2026 | 29 & 30 September | Market Update Europe - 10 -
Slide 11: Marketing and Cooperations
MARKETING AND COOPERATIONS. STRICT FOCUS ON THE BRAND DIAMONDS TO FURTHER SHARPEN THE BRAND AND CREATE SYNERGIES. BMW x Alcaraz BMW x Real Madrid BMW x Art Basel BMW x Tomorrowland BMW x Cannes Filmfestival ENERGY PASSION DESIRE YOUNG AUDIENCES BROAD REACH PREMIUM / LUXURY OUR STRATEGY: ONE BRAND. T
Slide 12: Agency Model - The New Retail
AGENCY MODEL - THE NEW RETAIL: ONE APPROACH. ONE IT BLUEPRINT. ONE BMW GROUP. Protect Value • AI-resilient price realization 01 • Consistent pricing across all channels • Eliminates intra-brand competition Data & AI-Driven Steering 02 • Full sales and customer transparency • Targeted volume and part
Slide 13: Established capillary retail ecosystem creates competitive advantages
BMW'S ESTABLISHED CAPILLARY RETAIL ECOSYSTEM CREATES COMPETITIVE ADVANTAGES BEYOND THE VEHICLE ITSELF. Retail.NEXT Proactive Care >50% of Network Transformed Beyond the Vehicle • Stronger Premium Brand Perception • Real-time analysis of vehicle data and • Seamless Phygital Customer Journey proactive
Slide 14: Deep corporate customer relationships and fleet ecosystem access
DEEP CORPORATE CUSTOMER RELATIONSHIPS AND FLEET ECOSYSTEM ACCESS AS STRATEGIC ASSET BEYOND THE PRODUCT. BMW 2nd Largest B2B Auto Brand* Better Model Mix thanks to tailored Long-standing relationships: offers for corporate segment 58% with 10+ year contracts B2B perspective already during Multi-year
Slide 15: Long-term success thanks to symbiotic volume & profit steering
LONG-TERM SUCCESS THANKS TO SYMBIOTIC VOLUME & PROFIT STEERING BETWEEN BMW / MINI NSC, BMW GROUP FINANCIAL SERVICES AND ALPHABET. & & Region Europe Customer Support 2.8 M Financial vehicles Services Portfolio NEW CARS B2C & B2B USED CARS B2C 81.9 bn € Serviced +5.8bn € / +7.6% Portfolio & FLEET 54.6
Slide 16: Ecosystem, retail transformation and Neue Klasse create a durable advantage
BMW'S ECOSYSTEM, RETAIL TRANSFORMATION AND NEUE KLASSE CREATE A DURABLE ADVANTAGE IN AN INCREASINGLY COMPETITIVE MARKET. TODAY BMW is Europe's leading premium player with a proven track record of resilience, scale and profitable growth. TOMORROW Neue Klasse Models in all segments, Technology Opennes