Slide 1: Investors Presentation
INVESTORS PRESENTATION December 2025 Investors presentation
Slide 2: Group Overview
GROUP OVERVIEW Investors presentation
Slide 3: A family-owned business supporting long-term strategy
A family-owned business supporting long-term strategy Treasury shares & employees 2.0 % 60.6 % Burelle SA Public 37.4 % As of 31 January 2025 December 2025 Investors presentation 3
Slide 4: Complementary business groups
Complementary business groups 28 Countries 38,900 People 150 Plants 40 R&D Centers #1 worldwide #1 worldwide #1 worldwide Exterior parts Modules Fuel systems Exterior & Lighting Modules C-Power H2-Power • Bumpers • Front-end • Fuel systems • Hydrogen • Tailgates • Cockpits • Battery packs storage sy
Slide 5: Building on our 4 strategic pillars
Building on our 4 strategic pillars Synergies on 2/3 of orders exterior systems in Americas and Asia Solutions for all powertrains FORTIFY REBALANCE TECHNOLOGICAL GEOGRAPHICAL LEADERSHIP MIX DIVERSIFY EXPAND CUSTOMER BEYOND Capitalizing on historical OEMs PORTFOLIO AUTOMOTIVE Addressing all mobiliti
Slide 6: Q3 2025 Revenue
Q3 2025 Revenue Investors presentation
Slide 7: Strong adaptability in a complex market
Strong adaptability in a complex market Automotive market Tariffs impact differs Local production and strict costs by region and OEM and investments control +4.6%* Q3 automotive production Accelerating our development mainly driven by Asia (China) Q3 2025 and North America in these growing regions S
Slide 8: Strong momentum in North America and Asia
Strong momentum in North America and Asia 31% 46% 19% Q3 2025 NORTH Q3 2025 Q3 2025 revenue* AMERICA revenue* EUROPE revenue* ASIA Auto market +5.8%** Auto market +1.0%** Auto market +6.1% ** #1st country +9.0% -5.3% +15.9% in Group’s revenue USA CHINA REST OF 4% ASIA +9.8%** +8.7% Q3 2025 REST Auto
Slide 9: Revenue up +2.6% LFL in Q3 2025
Revenue up +2.6% LFL in Q3 2025 Economic revenue (€m) Exterior & Lighting • Exterior continues to deliver solid results -1.0% • Lighting improving sequentially +2.6%* since the beginning of the year 2,746 2,719 Modules • Impacted by extended shutdowns -95 +32 -15 of European customers’ plants +50 2,
Slide 10: Business Highlights
BUSINESS HIGHLIGHTS Investors presentation
Slide 11: Exterior & Lighting – Q3 2025 highlights
Exterior & Lighting – Q3 2025 highlights Key launches Key awards Exterior Renault Seres - Huawei • Strong momentum in China and India, Alpine 390 Aito M9 Bumpers Bumpers notably with local OEMs Front end carriers • Robust activity in USA Saic - Huawei Chery • Benefiting from ramp-up in volumes H5 Va
Slide 12: Modules – Q3 2025 highlights
Modules – Q3 2025 highlights Key launches Increasing activity in South Korea through our JV SHB Kia - PV5 Dodge - Charger Front end modules & carriers Front end modules Progressive ramp-up in Austin Active grille shutters for the new model of the major US EV player Key awards European activity impac
Slide 13: Powertrain – Q3 2025 highlights
Powertrain – Q3 2025 highlights Key launches Key awards C-Power Maruti Suzuki BYD New Victoris Yuan UP • Very solid fuel systems activity in USA Fuel systems Fuel systems • Increasing volumes in Thailand • Reinforcing our order intake with Chinese OEMs, notably on PHEV Geely Hyundai • Expanding batt
Slide 14: Expanding our business in Asia
Expanding our business in Asia CHINA REST OF ASIA Accelerating our exposure to strategic Capitalizing on solid momentum in local players modules Bumpers Tailgates Fuel systems Bumpers Strong growth BYD Footprint in Asia in Southeast Asia Building on our joint venture YFPO for fuel systems Suzuki Bum
Slide 15: Supporting Chery in its international expansion
Supporting Chery in its international expansion Scaling with Chinese OEMs #3 Chinese OEMs >15m vehicles produced Capitalizing on our business #1 Chinese exporter with Chery in Asia 2.6m sold in 2024 o/w 1m vehicles exported Industrial capacities already operational in Spain and Brazil Addressing all
Slide 16: Strengthening our industrial capacities in India
Strengthening our industrial capacities in India Fast-growing market Accelerating with local Grand opening of the 5th Indian plant and global players One facility for Exterior and C-Power #3 automotive market worldwide Automotive production: +5.2%* CAGR by 2030 Consolidating Expanding footprint our
Slide 17: Outlook and conclusion
Outlook and conclusion Investors presentation
Slide 18: Very solid start of the year in H1 2025
Very solid start of the year in H1 2025 OPERATING MARGIN NET RESULT FREE CASH FLOW NET DEBT GROUP SHARE €260m €90m €165m €1,459m in H1 2025 in H1 2025 in H1 2025 as of 30 June 2025 +11.1% -€10m +5.0% -€118m vs. H1 2024 vs. H1 2024 vs. H1 2024 vs. 31 Dec. 2024 December 2025 Investors presentation 18
Slide 19: FY 2025 Outlook confirmed
FY 2025 Outlook confirmed Outlook 2025 Successfully adapting to the complex environment Operating Net Free Net Margin Result Cash Flow Debt > 2024 > 2024 > 2024 < 2024 Strong H1 results and solid Q3 revenue momentum December 2025 Investors presentation 19
Slide 20: Solid and sound financial structure
Solid and sound financial structure In €m Net debt and leverage In €m Private placement notes 1,669 & bonds issue per maturity 1,577 1,540 1,459 630 * 300 250 300 1.9x 1.7x 1.7x X 1.5x 175 50 31 Dec. 2022 31 Dec. 2023 31 Dec. 2024 30 June 2025 H2 2025 2026 2027 2028 2029 2030 2031 GEARING • 2025 deb
Slide 21: Consistent return to shareholders
Consistent return to shareholders Strong track record of dividend distribution In € per share 0.74 0.67 0.60 0.49 0.49 0.49 0.41 0.39 0.39 0.37 0.28 34.5% 50.8% payout payout 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 December 2025 Investors presentation 21
Slide 22: Conclusion
Conclusion ✓ Accelerating our geographical, technological and customer diversification ✓ Well positioned to capture long-term growth opportunities notably in North America, China and India ✓ Very sound financial profile with no major refinancing terms until 2028 ✓ All 2025 objectives reaffirmed Octo
Slide 23: Disclaimer
Disclaimer The information contained in this document (the “Information”) has been prepared by OPmobility SE (the “Company”) solely for informational purposes. The Information is proprietary to the Company. The content of this document may not be directly or indirectly, in whole or in part, reproduc
Slide 24: www.opmobility.com
www.opmobility.com Q1 2025 REVENUE