Renault Sa · EURONEXT:RNO

Renault Sa — Q3 2025 Earnings Presentation

26 slides from Renault Sa's earnings presentation, Oct 23, 2025

  1. Slide 1: 2025 Q3 Revenue

    2025 Q3 Revenue OCTOBER 23, 2025 1

  2. Slide 2: Agenda

    Agenda 2025 Q3 Sales & Revenue Outlook Appendix 2

  3. Slide 3: 2025 Q3 Sales & Revenue

    1 2025 Q3 Sales & Revenue Duncan Minto CFO Renault Group 3

  4. Slide 4: Group revenue

    Group revenue Change at € million 2024 Q3 2025 Q3 Change constant FX Global unit sales (Kunits) 482 529 +9.8% - Group revenue 10,701 11,426 +6.8% +8.5% o/w Automotive 9,347 9,816 +5.0% +6.8% o/w Mobility Services 14 23 +64.0% +64.6% o/w Sales Financing (Mobilize Financial Services) 1,340 1,587 +18.4

  5. Slide 5: Automotive revenue

    Automotive revenue Change 2025 Q3 vs. 2024 Q3 +5.0% +6.8% at constant FX Currency Volume Sales to Price Product Geographic Other Partners Mix Mix +84 +89 +154 +88 9,816 +300 -79 9,347 -167 -1.8pts +3.2pts +1.6pts -0.8pts +0.9pts +1.0pt +0.9pts € million 2024 Q3 2025 Q3 5

  6. Slide 6: Automotive revenue

    Automotive revenue Change 2025 Q3 vs. 2024 Q3 +5.0% +6.8% at constant FX Currency Volume Sales to Price Product Geographic Other Partners Mix Mix +84 +89 +154 +88 9,816 +300 -79 9,347 -167 -1.8pts +3.2pts +1.6pts -0.8pts +0.9pts +1.0pt +0.9pts € million 2024 Q3 2025 Q3 6

  7. Slide 7: Renault Group sales

    Renault Group sales Sales evolution by brand(1) 529 482 2024 Q3 2025 Q3 339 362 142 165 0.6 2.3 RENAULT GROUP RENAULT DACIA ALPINE In % Δ / 2024 Q3 +9.8% +6.6% +16.2% +275.0% (1) PC+LCV in thousand units. Renault Group data comprises other brands such as Renault Korea Motors. Mobilize’s quadricycles

  8. Slide 8: #2 in Hybrid, Clio: #2 in Europe

    +6.6% in total sales, PC+LCV +14.2% in international markets, PC+LCV #2 in Hybrid in Europe (HEV) Clio: #2 in Europe across all channels 8

  9. Slide 9: Dacia: #2 for retail sales in Europe

    Dacia: #2 for retail sales in Europe, PC Bigster: #2 C-SUV in Europe retail since June Sandero: #1 in Europe across all channels 9

  10. Slide 10: A110 + A290, A390: Orders opening

    2,300+ A390: A110 + A290 Orders opening total units sold in 2025 Q3 soon 10

  11. Slide 11: New vehicle distribution inventories

    New vehicle distribution inventories In thousand units 542 560 Total 530 528 540 530 538 484 500 437 416 -98ku 375 369 -72ku 340 Independent 316 319 302 297 dealers ∆ -26ku yoy 231 Group 226 228 220 219 131 109 103 114 Sep'23 Dec'23 Mar'24 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 Sept'25 11

  12. Slide 12: Automotive revenue

    Automotive revenue Change 2025 Q3 vs. 2024 Q3 +5.0% +6.8% at constant FX Currency Volume Sales to Price Product Geographic Other Partners Mix Mix +84 +89 +154 +88 9,816 +300 -79 9,347 -167 -1.8pts +3.2pts +1.6pts -0.8pts +0.9pts +1.0pt +0.9pts € million 2024 Q3 2025 Q3 12

  13. Slide 13: Automotive revenue

    Automotive revenue Change 2025 Q3 vs. 2024 Q3 +5.0% +6.8% at constant FX Currency Volume Sales to Price Product Geographic Other Partners Mix Mix +84 +89 +154 +88 9,816 +300 -79 9,347 -167 -1.8pts +3.2pts +1.6pts -0.8pts +0.9pts +1.0pt +0.9pts € million 2024 Q3 2025 Q3 13

  14. Slide 14: Mobilize Financial Services

    Mobilize Financial Services 2024 Q3 2025 Q3 Change New contracts (Kunits) 297 302 +1.6% New financings (€bn) 5.1 5.2 +2.3% Average performing assets (€bn) 56.5 59.5 +5.3% Revenues (€m) 1,340 1 ,587 +18.4% 14

  15. Slide 15: Outlook

    2 Outlook Duncan Minto CFO Renault Group 15

  16. Slide 16: Building on our strengths

    Building on our strengths Priority to protect our value over volume policy HEALTHY HIGH STRONG ORDER MOST SUPERIOR INVENTORIES UTILIZATION INTAKE FUELING PROFITABLE RESIDUAL RATE ORDERBOOK CHANNEL VALUES High 538ku ~ 90% single-digit +20pts 5 to 11pts total inventories utilization rate of growth(2)

  17. Slide 17: Leveraging a strong product offensive

    Leveraging a strong product offensive All brands, powertrains & markets Europe DACIA BIGSTER RENAULT 4 E-TECH RENAULT CLIO (1st delivery in Q1 2026) RENAULT ESPACE (Facelift) MOBILIZE DUO ALPINE A390 RENAULT AUSTRAL (Facelift) International RENAULT KWID RENAULT BOREAL E-TECH (C-SUV) MARCH APRIL MAY

  18. Slide 18: 2025 FY financial outlook confirmed

    2025 FY financial outlook confirmed Operating margin Free cash flow c. 6.5% € 1.0bn to €1.5bn 18

  19. Slide 19: Questions Answers

    Questions Answers 19

  20. Slide 20: Appendix

    Appendix 20

  21. Slide 21: Q3 Renault Group sales – by region

    Q3 Renault Group sales – by region Market and sales evolution by region(1) 529 482 2024 Q3 2025 Q3 328 353 66 79 65 69 19 24 Global Europe (2) Eurasia (3) Asia Pacific (4) Latin America Africa & Middle East In % Car Market +6.9% +7.8% +0.8% +3.8% Δ / 2024 Q3 Renault Group +7.5% +20.1% +23.9% +6.8% (

  22. Slide 22: 2025 9M Group revenue

    2025 9M Group revenue Change at In million euros 2024 9M 2025 9M Change constant FX Global unit sales (Kunits) 1,637 1,699 +3.8% - Group revenue 37,659 39,066 +3.7% +5.1% o/w Automotive 33,719 34,306 +1.7% +3.1% o/w Mobility Services 45 67 +48.9% +49.3% o/w Sales Financing (Mobilize Financial Servic

  23. Slide 23: 9M Renault Group sales

    9M Renault Group sales Sales evolution by brand(1) 1,637 1,699 2024 9M 2025 9M 1,127 1,170 501 521 3.3 7.4 RENAULT GROUP RENAULT DACIA ALPINE In % Δ / 2024 9M +3.8% +3.8% +4.1% +121.2% (1) PC+LCV in thousand units. Renault Group data comprises other brands such as Renault Korea Motors, Mobilize and

  24. Slide 24: 9M Renault Group sales – by region

    9M Renault Group sales – by region Market and sales evolution by region(1) 1,637 1,699 2024 9M 2025 9M 1,176 1,184 221 232 169 198 60 72 Global Europe (2) Eurasia (3) Asia Pacific (4) Latin America Africa & Middle East In % Car Market +0.2% +6.8% +2.8% +5.8% Δ / 2024 9M Renault Group +0.7% +5.1% +20

  25. Slide 25: 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

  26. Slide 26: Download Invest’R

    Download Invest’R The app dedicated to Renault Group investors To download the free application, scan this QR code with your smartphone 26

Renault — Q3 2025 Earnings Presentation on 6ix