Schaeffler Ag · XETR:SHA0

Schaeffler — Non-Deal Roadshow (August 2021)

11 slides from Schaeffler's roadshow presentation, Aug 5, 2021

  1. Slide 1: Deep Dive Asia / Pacific

    Deep Dive Asia / Pacific Schaeffler AG Investor Presentation August 5, 2021

  2. Slide 2: A diverse region with long term growth opportunities

    A diverse region with long term growth opportunities Collective GDP 18 New Delhi 4644 km Seoul 5311 km Tokyo 15 trillion $ Countries 4160 km 17% of global economy Bangkok Biên Hòa City Makati City 1425 km 2391 km Spread across 1096 km 18 Kuala Lumpur 316 km 16.5 million Singapore 885 km Jakarta squa

  3. Slide 3: Schaeffler has a wide-spread presence in Asia / Pacific

    Schaeffler has a wide-spread presence in Asia / Pacific 4 Vietnam ◼⚫ Biên Hòa City Headquartered in 4 Thailand ◼⚫ Chonburi ⚫ Bangkok ⚫ Hanoi 1 South Korea 2 Japan ⚫ Yokohama Singapore ⚫ Nagoya ⚫ Hiroshima 3 India ◼⚫ Ansan ⚫ Gurugram ◼ Maneja ◼ Savli  Ansung ⚫ Mumbai ◼⚫ Pune ◼ Hosur ⚫

  4. Slide 4: Region learning to live with COVID-19

    Region learning to live with COVID-19 70000 450000 Australia 400000 Indonesia 60000 350000 Japan 50000 Malaysia 300000 New Zealand 40000 250000 Philippines 30000 200000 Singapore 150000 South Korea 20000 100000 Thailand 10000 50000 Vietnam 0 0 India May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 D

  5. Slide 5: Robust sales recovery

    Robust sales recovery Sales development Share of sales by Division Share of sales by customer sector 2015-2021 | In mn EUR 2020 2020 Industrial; 27% Two-wheelers 4% CAGR Note1 COVID H1 YoY 2015-18 Cars & Light Comm. Vehicles 66% -0.1% -16.7% 26.9% 4.4% AAM; 5% 2.001 Truck & Bus 4% 1.955 2.004 Auto T

  6. Slide 6: Key regional developments and trends

    Key regional developments and trends India, Southeast Asia Strong demand drives focus on infrastructure investments into with projects worth 1.7tn semiconductor and EUR in next five years automation Largest Trade deal Sustainability receives 'Regional Comprehensive new push by policy Economic Partne

  7. Slide 7: Automotive - Solutions customers want

    Automotive - Solutions customers want Contributing to Powertrain solutions Aftermarket product agricultural development from combustion portfolio that leverages in India and Southeast engines to hybrids and strong distribution and Asia as market leader for beyond E-Commerce platforms clutches Powert

  8. Slide 8: Industrial – Key sectors in the region

    Industrial – Key sectors in the region 60% Moreofthan global 60% motorcycle of global motorcycle production Wind Energy gaining traction in Mining, Cement and Steel as key growth production is inlocated Asia-Pacific in Asia-Pacific countries across the region drivers in the region Local development

  9. Slide 9: Building new capabilities

    Building new capabilities Strategic partnerships. Global Mechatronics Hub in India. Advanced digitalization Order secured for innovative Strengthening Group capability with concepts piloted at our components for cobots in 250 software engineers by 2023 production hub in Vietnam Japan and Korea Regio

  10. Slide 10: Committed towards sustainability

    Committed towards sustainability Focus on water conservation and energy Rooftop solar panels efficiency (annual saving and renewable energy of 2 GWh implemented in 2020) Extending support and Focus on safety with relief to communities zero LTIR* target around us * Lost Time Incident Rate August 2021

  11. Slide 11: We pioneer motion

    We pioneer motion

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